I am trying to create a dashboard where a user can select a Customer's Name, but also have it populate information about the Customer's segment, without having to select a separate filter.
In the attached, I have a table "Customer" to pull up a single user's total Sales and display their segment. I also have a a second table "Segments" that show the sum of sales for each segment. On the dashboard, I want to be able to select a Customer to see that customer's sales but also filter the Segments portion to only show the segment for that Customer (but with the total segment sales). I also want to be able to filter all sales to only a certain ship mode.
In the screenshot, I have Adrian Hane pulled up as a Customer. It shows her total First Class sales are "$779.61". What I want is to also see the total for her Segment ("Home Office - $86,400.00") without showing the entire Segment table (just that one row).
I've been playing around with {FIXED and {INCLUDE and WINDOW_SUM but I can't seem to get it to work, while also maintaining the Ship Mode filter. Obviously, if I just try to filter Segments on Customer Name, it will only give me Adrian's total, not the entire segment.
See attached. You need to Use Set Control Filter for Customer and use a Table Calculation Filter.
