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DennisSchlein's avatar
DennisSchlein
Icon for Helper III rankHelper III
4 years ago
Solved

Total beginner - keeping filters?

Hi 

I'm working on my first super simple rappoprt.

And I have coun of lines without prices,. And an other table with the split in period.:


If I click a customers name from table 1, then it shows the correct split from my period table.


But if I click my period table, so see ex. September, then it removes my customer selection? 

I have created a date table and linked that to dateofservice like this:

 



What am I doing wrong?

  • Hi, DennisSchlein 

     

    There seems to be no problem. You can try to set the relationship to bidirectional, or directly use the slicer to filter the two tables instead of filtering each other in the two tables.

     

    Did I answer your question ? Please mark my reply as solution. Thank you very much.
    If not, please upload some insensitive data samples and expected output.


    Best Regards,

    Community Support Team _ Janey

5 Replies

  • v-janeyg-msft's avatar
    v-janeyg-msft
    Icon for Community Support rankCommunity Support

    Hi, DennisSchlein 

     

    There seems to be no problem. You can try to set the relationship to bidirectional, or directly use the slicer to filter the two tables instead of filtering each other in the two tables.

     

    Did I answer your question ? Please mark my reply as solution. Thank you very much.
    If not, please upload some insensitive data samples and expected output.


    Best Regards,

    Community Support Team _ Janey

    • DennisSchlein's avatar
      DennisSchlein
      Icon for Helper III rankHelper III

      Hi v-janeyg-msft 

      If I set it as bidirectional I still does not filter across both tables.

      So maybe its me having a wrong approach? 

      I just wanted the user to go like this:

      Filter on quantity
      Based of which customer, which period and finally what carrier.

      Therefore I wanted to add the quantity to each table.

      But maybe there is a better way?

      • v-janeyg-msft's avatar
        v-janeyg-msft
        Icon for Community Support rankCommunity Support

        Hi, DennisSchlein 

         

        Yes, The value of 'line count' doesn't affect the results obtained by filtering each other in the table visual. You should use different slicers to filter the table.

         

        Best Regards,

        Community Support Team _ Janey

         

  • Anonymous's avatar
    Anonymous
    Not applicable

    Hello, 

     

    I assume you want to filter the data based on customer name and date, correct?

     

    To achive this, I suggest you added 2 slicers (from the visuals panel) on the page: one for the customer's name and one for the date. See this link: Slicers in Power BI - Power BI | Microsoft Docs

     

    This way you can select values in both slicers and all tables will be modified by those selections.

     

    I hope this will be of use.

  • v-janeyg-msft's avatar
    v-janeyg-msft
    Icon for Community Support rankCommunity Support

    Hi, DennisSchlein  Any updates?

     

    Did I answer your question ? Please mark my reply as solution. Thank you very much.
    If problem still persists, pls let me know.

     

    Best Regards,

    Community Support Team _ Janey