Filtering and Parameter tables

senthilvaithi — Sun, 04 Aug 2024 03:55:47 GMT

My requirement is to display the industry a firm belongs to. Several provides like Bloomberg, Bank of Amercia provide this data. I have this in a table like:

Security ID	Bloomberg Industry	Bank Of America Industry	Barclays Industry
1234JUG	Consumer Spending	Discrenary Spending
1HPK74		Manufacting	Machinary

I have another table, that has value of each security

Security ID	Year	Notional Value
1234JUG	2024	100,000
1HPK74	2024	50,000

These two tables are joined using security ID. The user can select a industry classification type and display the market value for each industry in that classification type. For example he could pick Bloomberg INdustry classification type to display all bloomberg industries.

I have implemented this using parameter table. In the parameter table I have a name column and value points to the column in the security table. Something like:

Paramter Name	Parameter Value
BBG Industry	NameOf(Security[Bloomberg Industry])
BAML Industry	NameOf(Security[Bank Of America Industry])
BARC Industry	NameOf(Security[Barclay Industry])

I provided a slicer to select the Industry classification type. And another table that would list all the industries in that classfication type. The slicer is driven by the name in the parameter table.

The industry classifcation is driven by the value parameter table. The value changes, based on the selection in the slicer.

All this works as expected.

My question is if the industry is blank or unclassified in that classification type, then do not show it in the table. I could not add a filter to the table as the industry column changes based on the selection in the slicer.

How do I accomplish filtering on the industry? Any help would be high appreciated.

Re: Filtering and Parameter tables

lbendlin — Sun, 04 Aug 2024 15:50:28 GMT

have you considered unpivoting the first table to bring it into a more useful format?

Re: Filtering and Parameter tables

senthilvaithi — Mon, 05 Aug 2024 11:32:02 GMT

Found a solution. https://www.youtube.com/watch?v=-nqEv2YXLsU
Essentially need to create a measure, which takes into account what classification type is selected from the filter context and what is the industry itself and derive a value based on which the visual is filtered.

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Filtering and Parameter tables

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Re: Filtering and Parameter tables