Forum Discussion
Table Visualization / Filtering / Relationships
Hello, I am having an issue with table filtering. I have two tables that are related to both an account and date table, an example of the relationship is below. Now in the report, I have the two tables side by side but when clicking on a row, it only filters the opposite table by date and cannot get it to filter by account. Is this possible? Please note the account slicer works for both tables as well, but would like it to work when clicking into the table. I appreciate your support in advance, thanks!
ONLY DATES:
FILTERING ACCOUNT:
Hi kotarosai ,
Please allow us to confirm whether our understanding is correct.
Do you want to click on the field in the left table, and then want to filter on the right table?
For example, you click the McAllen in Current Month BIS, then filter the McAllen in Current Month Sales.
If your left table visual using the data in Benefits table and your right table visual using the data in Sales table, the two tables visuals will not filter each other, because the relationship arrows are not in the same direction.
Maybe you can use the Account name in Account table, the relationship is only passed in the direction of the arrow, please refer the following sample.
The following screenshot, the right table cannot be filtered, because the two table visual use their own data.
The following screenshot, we use the name in Table, then the right table will be filtered.
If it doesn’t meet your requirement, could you please provide a mockup sample based on fake data or describe the fields of each tables and the relations between tables simply?
Please upload your files to OneDrive For Business and share the link here. Please don't contain any Confidential Information or Real data in your reply.
Best regards,
Community Support Team _ zhenbw
If this post helps, then please consider Accept it as the solution to help the other members find it more quickly.
BTW, pbix as attached.
Hi kotarosai ,
If you want to filter table 2 with table 3, there are two ways.
1. Table visual on the right also uses the name field in Table.
2. Or we can change the relationship between Table and Table 3 to both.
If it doesn’t meet your requirement, could you please show the exact expected result based on the table that you have shared?
Best regards,
Community Support Team _ zhenbw
If this post helps, then please consider Accept it as the solution to help the other members find it more quickly.
BTW, pbix as attached.
16 Replies
kotarosai , Not very clear. If you looking to filter account and date by each other. In this case table a measure from each table and filter them as NON BLANK
refer this example : https://www.youtube.com/watch?v=cyOquvfhzNM
I appreciate your feedback amitchandak, I am trying to filter both table visualizations by account instead of date by clicking into the table visualization. The video I watched unfortunuately does not help my case.
kotarosai Would need to see the relationships in model view. Sample data would be great to mock it up.
Sure thing Greg_Deckler , I don't have sample data but the relationship modeling looks like the below:
kotarosai , Account is a common table it should filter both tables. Now if you do not want both tables(Visual) to interact. You can stop interaction Or Take a date from those tables. Do not take a common date.
Hard to tell since I can't see what columns you are using in your table visuals, but I believe in your table visuals, you need to use the date column from your date table and id column or if you have an associate name column from your account table
