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GREGBLACK's avatar
GREGBLACK
Regular Visitor
1 year ago
Solved

Mass Filter Upload

Hi all.
I have a cohort of users who use a report I built that contains milliosn of rows of data.
This data is based on transactions and accounts.
When using Tableau they have been able to copy and paste a list of transactiosn into the transaction filter with no issues.
i can't seem to be able to mirro this action on power bi without havign to create excel sharepoints etc--this is not a good use of their time as they need to act quickly when provided with a list of transactions.
Has anyone found a way to do this with Power BI?
Thanks
Greg

Filtering
  • Anonymous's avatar
    Anonymous
    1 year ago

    Thanks for lbendlin and rohit1991's concern about this issue.

     

    Hi, GREGBLACK 

    I am glad to help you.

     

    Since you didn't give me some data to test, I assumed some data myself:

     

    There's a custom visual called "Mass Filter" available on AppSource. This visual allows you to copy and paste a list of values (separated by commas or new lines) directly into the filter:

     

     

     

     

     

    You can also use a custom visual recommended by lbendlin : Filter by List Visual

     

     

     

     

    I hope the above methods can help you!

     

     

     

    I hope my suggestions give you good ideas, if you have any more questions, please clarify in a follow-up reply.
    Best Regards,
    Fen Ling,
    If this post helps, then please consider Accept it as the solution to help the other members find it more quickly.

4 Replies

  • Anonymous's avatar
    Anonymous
    Not applicable
    1 year ago

    Thanks for lbendlin and rohit1991's concern about this issue.

     

    Hi, GREGBLACK 

    I am glad to help you.

     

    Since you didn't give me some data to test, I assumed some data myself:

     

    There's a custom visual called "Mass Filter" available on AppSource. This visual allows you to copy and paste a list of values (separated by commas or new lines) directly into the filter:

     

     

     

     

     

    You can also use a custom visual recommended by lbendlin : Filter by List Visual

     

     

     

     

    I hope the above methods can help you!

     

     

     

    I hope my suggestions give you good ideas, if you have any more questions, please clarify in a follow-up reply.
    Best Regards,
    Fen Ling,
    If this post helps, then please consider Accept it as the solution to help the other members find it more quickly.

    • GREGBLACK's avatar
      GREGBLACK
      Regular Visitor
      1 year ago

      Thaanks v-fenling-msft.
      I did stumble across this Mass Filter over the weekend myself and it seems to be fit for purpose.
      Thanks again
      Greg

  • rohit1991's avatar
    rohit1991
    Super User
    1 year ago

    Solution: Dynamic Filtering via a Parameter Table

    1. Enable User Input for Filtering: Once loaded, the table will appear in your fields pane. Go to the Data View, and manually add or modify transaction IDs as needed.

    2. Create a Relationship: Connect the TransactionID_Input table to your main data table: Drag the TransactionID_Input field to the TransactionID field in the transaction table.Set the relationship to "Many-to-One" and Single Direction.

    3. Filter Visualization or Report: Use the TransactionID_Input as a slicer or in the filter pane to allow filtering.