topic Re: Creating a filter in Analyze in Excell in DAX Commands and Tips

Creating a filter in Analyze in Excell

Anonymous — Tue, 02 Apr 2024 22:50:36 GMT

Hello PBI Community

Good Day!

This scenario is based on sample data

What Is trying to accomplish:

I need to create a measure/ filter that will allow me to filter out different transaction types within matrix in Analyze in Excel

Per this scernario - transaction type Timing

Background and Examples below

I created a matrix in Power BI

Here it was very easy to create a filter for my transaction type

****Screen Shot 1****

Here are my measures

Total Sales = CALCULATE(SUM('SnR'[SnR Amount]), 'SnR'[Transaction Type] = "Sales" || 'SnR'[Transaction Type] = "Timing")

Total Revenue = CALCULATE(SUM('SnR'[SnR Amount]), 'SnR'[Transaction Type] = "Revenue" || 'SnR'[Transaction Type] = "Timing")

SnR Amount = [Total Revenue]+[Total Sales]

****Screen Shot 2****

To created the same matrix in Analyze in Excel

I had to create measures to get the same I created in Power BI.

****Screen Shot 3****

If I move transaction type into my matrix here the numbers duplicate.

Please advise if any additional questions.

I also have a sample .pbix, if needed

Much appreciate your time!

Thank you

lbendlin — Wed, 03 Apr 2024 01:28:22 GMT

you are double counting "Timing" for starters.

Please provide sample data that covers your issue or question completely, in a usable format (not as a screenshot).

Do not include sensitive information or anything not related to the issue or question.

If you are unsure how to upload data please refer to https://community.fabric.microsoft.com/t5/Community-Blog/How-to-provide-sample-data-in-the-Power-BI-Forum/ba-p/963216

Please show the expected outcome based on the sample data you provided.

Want faster answers? https://community.fabric.microsoft.com/t5/Desktop/How-to-Get-Your-Question-Answered-Quickly/m-p/1447523

Anonymous — Wed, 03 Apr 2024 02:39:04 GMT

Hi lbendlin ,thanks for the quick reply, I'll add to it.

Hi Anonymous ,

Regarding your question, you can likewise create a slicer in Excel to filter the data with the following steps.

Best Regards,
Wenbin Zhou
If this post helps, then please consider Accept it as the solution to help the other members find it more quickly.

Anonymous — Wed, 03 Apr 2024 21:33:18 GMT

Ibendlin

Will do, thank you!