Creating a filter in Analyze in Excell

[PBI-Curious]

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****

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.

****Screen Shot 3****

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

Please advise if any additional questions.

I also have a sample .pbix, if needed

Much appreciate your time!

Thank you

[Anonymous]

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.

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]

you are double counting "Timing"  for starters. 

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[PBI-Curious]

Ibendlin

Will do, thank you!