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Best way to display multiple tables with same field filtered differently?

I am looking at creating an executive dashboard that has three tables, all on one sheet, with each table having the same field filtered differently.

For example: I would like to create three identically looking tables that display total sales by region and market for each month of the year. In the top table, I would like to show sales for all channels. The middle table would be only for sales that came through a specific sales channel (for example: the internet). The bottom table would be for sales that came through all other sales channels (for example: all channels except the internet). Other available filters would allow leadership to filter on other fields, such as: product category, product, customer, etcetera.

Thanks for any insights

4 Replies
johnca
Specialist
Specialist

It sounds like all you need to do is create one table with an expression such as Sum(totalsales). Then copy that table and modify the expression to something like Sum({<channel={'internet'}>}totalsales), and then copy this table and modify the expression to something like Sum({<channel-={'internet'}>}totalsales). Note the '-' sign in front of the equal sign meaning not equal to, hence everything except internet.

HTH,

John

nagaiank
Specialist III
Specialist III

You may consider using alternate states for the charts.

Not applicable
Author

Thank you John. Very Helpful! What syntax would I use if more than one field or two items in one field? For example: if I want to sum both “Internet” and “Phone” for “Channel” and “Chairs” for “Product”. Thank you again

johnca
Specialist
Specialist

Hi Chuck,

Just add to the expression the criteria you want...

Sum({$<Channel={'Internet','Phone'},Product={'Chairs'}>} totalsales)


The statements between the curly brackets are your "filters". Separate each criteria with a comma. The above is a very basic Set Analysis expression.

And, please mark the appropriate answer(s) with Helpful or Correct. This lets others know the question has been answered.