Forum Discussion
Helper IITable Visualization / Filtering / Relationships
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.
Helper IIHey Greg, thanks for that idea but I don't think that's the issue as it works when putting it in the slicer, just not when clicking in the table. Please find below:
Community SupportHi 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.
- kotarosai
Thanks for your feedback v-zhenbw-msft,
Yes correct, I want to be able to select the account on an account name on the right table to filter the left table by that account name. I added a date table in your sample file to make it more similar to my configuration, and while the filtering from Table 2 to Table 3 still works, it seems the filter from Table 3 to Table 2 does not work anymore. Does the order of creating / activating the relationships do anything to the behavior? Please find attached pbix and I appreciate your support!
https://drive.google.com/file/d/1f2iA4H75UjrT3ilelaLZH7vcOKVsTsXX/view?usp=sharing
- v-zhenbw-msft
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.
- kotarosai
Thanks v-zhenbw-msft , while it still is not working in my main pbix file, your solution has worked in the sample pbix file I provided so I have marked it as best answer. Thanks for your support!