Qlik Sense Filter Panes with Contradicting Items

[crichter14]

This is a Qlik Sense question, no Qlikview answers please.

I'm having a problem visualizing how to set this up.   We have salespeople who sometimes go out alone and sometimes go in pairs.  The salespeople want to get credit for both instances.  Our table is set up as shown below.  They both get the same amount of points based on a predetermined criteria.

Sales Call ID               Primary Salesperson            Secondary Salesperson                         Points

12345                           Cheryl                                           Amy                                                                0.5

65789                          Amy                                                Cheryl                                                            1

11111                          Tushar                                          Amy                                                                  0

23540                          Amy                                               Amanda                                                          1

So Amy would get 2.5 points, Cheryl would get 1.5 points, Tushar gets 0 points and Amanda gets 1 point.

In the dashboard they have an Salesperson Filter, and 2 KPI's   Amy would have 2 points in the first KPI and 0.5 in the Second.  They want the Salesperson to trigger both KPI's even though it's set up currently to just the Primary Salesperson.  Can I do this with a filter pane?  Would a variable work?

Is this a scripting issue?  I can't seem to figure out a way to break them out separately without increasing the table size (they do not want).  

Suggestions Welcome!

Cheryl

[Gysbert_Wassenaar · Accepted solution]

I think you should create a solution in the script by transforming the data to this form:

Sales Call ID	Salesperson	Role	Points
12345	Cheryl	Primary	0.5
65789	Amy	Primary	1
11111	Tushar	Primary	0
23540	Amy	Primary	1
12345	Amy	Secondary	0.5
65789	Cheryl	Secondary	1
11111	Amy	Secondary	0
23540	Amanda	Secondary	1

Here's one way to do that:

MyTable:
LOAD [Sales Call ID], [Primary Salesperson] as Salesperson, 'Primary' as Role, Point FROM ...source...;
LOAD [Sales Call ID], [Secondary Salesperson] as Salesperson, 'Secondary' as Role, Point FROM ...source...;

[crichter14]

Hi Gilbert,

That actually worked much better.  Thank you for the idea.

Cheryl