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PBI-Curious
Resolver I
Resolver I

Creating a filter in Analyze in Excell

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****

 

 

PBICurious_1-1712097028643.png

 

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.

 

PBICurious_2-1712097211589.png

****Screen Shot 3****

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

PBICurious_3-1712097581108.png

 

Please advise if any additional questions.

I also have a sample .pbix, if needed

Much appreciate your time!

Thank you

 

 

 

3 REPLIES 3
v-zhouwen-msft
Community Support
Community Support

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

Hi @PBI-Curious ,

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

vzhouwenmsft_0-1712111667150.png

vzhouwenmsft_1-1712111792606.png

vzhouwenmsft_2-1712111828101.png

 

Use slicers to filter data - Microsoft Support

 

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.

lbendlin
Super User
Super User

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-...

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/1447...

Ibendlin

Will do, thank you!

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