topic Filtering issue in Desktop

Filtering issue

CROforce — Wed, 30 Nov 2016 23:33:20 GMT

I have two tables… one is my source data (named “observations”) and the other is custom table named “Calendar”. These two have relationship by “observation”[Date Opened”] and “Calendar”[Date Open].

Under the “Calendar table, I have few measures and columns to perform calculation like number of observations open, closed, net open and net closed... Like this:

However, a requirement now is to do some aditional filtering based on column name "Gating Milestone" which is under "observations" table. Now if I simply create a slicer which contianes "Gating Milestone", it's not going to do anythyng to this chart becasue (I am guessing) dates under "Calendar" table are static starting from 9/30/2015 untill today() and I use formula like this to calculate how many observations are open on any particular day

Open = 
    COUNTX (
        FILTER ( 'observation', 'observation'[Date Opened] = 'Calendar'[Date Open] ),
        'observation'[Date Opened]
    )

So the question is... what do I need to do to here under "Calendar" table in order to be able to filter by "Gating Milestone" which is under "observations" table?

Any helpwould be greatly appriciated

Re: Filtering issue

v-ljerr-msft — Fri, 02 Dec 2016 06:26:53 GMT

Hi CROforce,

The value of a Calculate Column cannot be changed by a Slicer. In this scenario, you should create a Measure instead, and show it on the report. Then the value of the measure should be filtered.

The formula below to create the measure for "Open" is for your reference.

Open =
COUNTX (
    FILTER (
        'observation',
        'observation'[Date Opened] = RELATED ( 'Calendar'[Date Open] )
    ),
    'observation'[Date Opened]
)

Reference:
https://community.powerbi.com/t5/Desktop/column-vs-measure/td-p/13201

https://powerbi.microsoft.com/en-us/documentation/powerbi-desktop-tutorial-create-measures/

Regards

Re: Filtering issue

CROforce — Fri, 02 Dec 2016 16:59:12 GMT

I am new to Power BI and not sure if there is a way to share sample data which would be easier to understand (I guess) what I am trying to do... in this example, I am trying to filter by Gating Milestone which is a column under 'observation' table. I have tried to use this formula in a column and messure and I am not getting any resoults if I try to use multiple filters like this:

Open = 
COUNTX (
    FILTER (
        'observation',
        'observation'[Date Opened] = RELATED ( 'Calendar'[Date Open])
        && ( 'observation'[Gating Milestone] = "DVT 1" )
        && ( 'observation'[Gating Milestone] = "DVT 2" )
        && ( 'observation'[Gating Milestone] = "DVT 3" )
    ),
    'observation'[Date Opened]
)

But if I only use one filter like so:

Open = 
COUNTX (
    FILTER (
        'observation',
        'observation'[Date Opened] = RELATED ( 'Calendar'[Date Open])
        && ( 'observation'[Gating Milestone] = "DVT 1" )
    ),
    'observation'[Date Opened]
)

Then I am getting proper values.

Re: Filtering issue

v-ljerr-msft — Mon, 05 Dec 2016 02:24:44 GMT

Hi CROforce,

In this scenario, you should use "OR"(||) instead of "AND"(&&) in the filter logic for 'observation'[Gating Milestone]. The formula below is for your reference.

Open =
COUNTX (
    FILTER (
        'observation',
        'observation'[Date Opened] = RELATED ( 'Calendar'[Date Open] )
            && ( ( 'observation'[Gating Milestone] = "DVT 1" )
            || ( 'observation'[Gating Milestone] = "DVT 2" )
            || ( 'observation'[Gating Milestone] = "DVT 3" ) )
    ),
    'observation'[Date Opened]
)

Regards

Re: Filtering issue

CROforce — Mon, 05 Dec 2016 18:49:36 GMT

That was it... Thank you and much appriciated :-)