topic Matrix table filter by inactive relationship in DAX Commands and Tips

Matrix table filter by inactive relationship

Ben81 — Tue, 12 Apr 2022 11:07:48 GMT

Hi, Hoping for some help on this issue...

I have a matrix table with a date field in the rows and then a text description and account number in the value sections and these fields are from my main data table.

I then have a slicer with week commencing from my date dimension table and I want to be able to select a week and filter the matrix table to show me all records within that selected week.

The issue I have is that the date used in the matrix table is not the active relationship so when I select the week it won't filter correctly. I guess I have to create a measure and use the function USERRELATIONSHIP but not sure how to write the DAX because it's not really a calculation in the table but rather just values that I want to filter down based on the date.

Any ideas how I solve this?

Thanks

Ben

Re: Matrix table filter by inactive relationship

amitchandak — Tue, 12 Apr 2022 12:31:35 GMT

Ben81 , Example

calculate( SUM(Sales[Sales Amount]),USERELATIONSHIP ('Table'2[CreateDate], 'Date'[Date])

https://community.powerbi.com/t5/Community-Blog/HR-Analytics-Active-Employee-Hire-and-Termination-trend/ba-p/882970

https://radacad.com/userelationship-or-role-playing-dimension-dealing-with-inactive-relationships-in-power-bi

Re: Matrix table filter by inactive relationship

Ben81 — Tue, 12 Apr 2022 12:35:10 GMT

Hi,

Not sure how this helps me? It's not a calculation I'm trying to perform. I just have a table with a list of dates and text values that I want to filter based on a inactive relationship.

Re: Matrix table filter by inactive relationship

Whitewater100 — Tue, 12 Apr 2022 12:42:28 GMT

Hi:

You can just make another copy of your date table and connect to the inactive date in your fact table. If your Date Table is names "Dates" then

New Table

Dates II = Dates

You can have plenty of date tables to play role dimensions.

Re: Matrix table filter by inactive relationship

Icey — Mon, 18 Apr 2022 09:31:47 GMT

Hi Ben81 ,

You can create a measure like so:

Measure = IF ( MAX('FactTable'[Date]) IN VALUES('DateDim'[Date]),1)

And then, you can use it as the "Filters on this visual" and set it as "is 1".

If this not work, you can put the measure into your Matrix visual and then turn off word wrap in the matrix setting and drag the field of the measure to hide it.

Best Regards,

Icey

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

Re: Matrix table filter by inactive relationship

Juliet1 — Wed, 23 Aug 2023 22:38:50 GMT

Hello Icey

I tried your solution for a similar issue I am currently facing, but unfortunately, it doesn't disable the active relationship. As a result, it seems like two filters are being applied simultaneously. Do you have any ideas on how I can resolve this?

Thanks!