Power BI Toggle for outstanding balance

Sunila — Wed, 24 Apr 2024 19:44:06 GMT

Hi everyone,

I'm currently working on implementing a toggle or selection pane(as shown) that allows users to view customers with outstanding balances in a data table.

When the user selects "Yes," the table should display customer rows where the amount is not zero or blank.

The default selection is "No," which shows balances either zero or blank.

To achieve this, I've created a SWITCH function:

Selected Outstanding Balance =
SWITCH(
SELECTEDVALUE('OutstandingBal'[Condition]),
"No", [OS_Bal_No],
"Yes", [OS_Bal_Yes])

where

OS_Bal_Yes = CALCULATE( [TotalBal],

FILTER( CustTrans,

NOT(ISBLANK([TotalBal])) && [TotalBal] <> 0 ) )

However, the OS_Bal_Yes measure is not filtering out rows with outstanding balances that are zero or blank as intended.

Could someone please assist me with resolving this issue?

Re: Power BI Toggle for outstanding balance

Anonymous — Thu, 25 Apr 2024 01:16:18 GMT

Hi Sunila

Please try the following Dax:

OS_Bal_Yes = CALCULATE( [TotalBal], FILTER( ALL('CustTrans'), // Consider using ALL to remove filters if necessary NOT(ISBLANK('CustTrans'[TotalBal])) && 'CustTrans'[TotalBal] <> 0 ) )

Selected Outstanding Balance = SWITCH( SELECTEDVALUE('OutstandingBal'[Condition]), "No", [OS_Bal_No], "Yes", [OS_Bal_Yes] )

Best Regards,

Jayleny

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topic Re: Power BI Toggle for outstanding balance in DAX Commands and Tips

Power BI Toggle for outstanding balance

Re: Power BI Toggle for outstanding balance