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sparker95
Frequent Visitor

Filtering using slicer

 I have a table with columns for 'Status' which has 5 options {1. Fee Forecast, 2. Confirmed, 3. Likely, 4. Planning, 5. Spec}, another that is 'Date' that gives me {Q1, Q2, Q3, Q4} and finally a 'Fee' column that has £ values in it. 

On my page I have then built 5 slicers that take values from -100 to 100, I want to use these 5 slicers to adjust each of the 5 statuses independently. 

 

I created the code to adjust Fee using the '1.Fee Forecast' slicer, however I need it to take into account each of the slicers independently.

 

Status & Quarter =
CALCULATE(
    SUM(Table2[Fee]), VALUES(Table2[Date]),
    VALUES(Table2[status])
) * (1 + '1. Fee Forecast %.'[Fee Forecast %. Value] / 100)
 
I presume using something like SWITCH function to take value from status and then alter according to the 
1 ACCEPTED SOLUTION
Sahir_Maharaj
Super User
Super User

Hello @sparker95,

 

Can you please try:

 

1. Create Individual Slicer Measures

Fee Forecast % = [1. Fee Forecast %. Value]
Confirmed % = [2. Confirmed %. Value]
Likely % = [3. Likely %. Value]
Planning % = [4. Planning %. Value]
Spec % = [5. Spec %. Value]

2. Create Individual Adjustment Measures

Fee Forecast Adjusted =
SUM(Table2[Fee]) *
(1 + [Fee Forecast %] / 100)

Confirmed Adjusted =
SUMX(
    FILTER(Table2, Table2[Status] = "Confirmed"),
    Table2[Fee] * (1 + [Confirmed %] / 100)
)

Likely Adjusted =
SUMX(
    FILTER(Table2, Table2[Status] = "Likely"),
    Table2[Fee] * (1 + [Likely %] / 100)
)

Planning Adjusted =
SUMX(
    FILTER(Table2, Table2[Status] = "Planning"),
    Table2[Fee] * (1 + [Planning %] / 100)
)

Spec Adjusted =
SUMX(
    FILTER(Table2, Table2[Status] = "Spec"),
    Table2[Fee] * (1 + [Spec %] / 100)
)

3. Create a Master Measure to Combine Adjusted Values

Adjusted Fee Total =
[Fee Forecast Adjusted] + [Confirmed Adjusted] + [Likely Adjusted] +
[Planning Adjusted] + [Spec Adjusted]

Should you require further assistance, please do not hesitate to reach out to me.


Did I answer your question? Mark my post as a solution, this will help others!

If my response(s) assisted you in any way, don't forget to drop me a "Kudos" 🙂

Kind Regards,
Sahir Maharaj
Data Scientist | Data Engineer | Data Analyst | AI Engineer
P.S. Want me to build your Power BI solution? (Yes, its FREE!)
➤ Lets connect on LinkedIn: Join my network of 15K+ professionals
➤ Join my free newsletter: Data Driven: From 0 to 100
➤ Website: https://sahirmaharaj.com
➤ Email: sahir@sahirmaharaj.com
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View solution in original post

1 REPLY 1
Sahir_Maharaj
Super User
Super User

Hello @sparker95,

 

Can you please try:

 

1. Create Individual Slicer Measures

Fee Forecast % = [1. Fee Forecast %. Value]
Confirmed % = [2. Confirmed %. Value]
Likely % = [3. Likely %. Value]
Planning % = [4. Planning %. Value]
Spec % = [5. Spec %. Value]

2. Create Individual Adjustment Measures

Fee Forecast Adjusted =
SUM(Table2[Fee]) *
(1 + [Fee Forecast %] / 100)

Confirmed Adjusted =
SUMX(
    FILTER(Table2, Table2[Status] = "Confirmed"),
    Table2[Fee] * (1 + [Confirmed %] / 100)
)

Likely Adjusted =
SUMX(
    FILTER(Table2, Table2[Status] = "Likely"),
    Table2[Fee] * (1 + [Likely %] / 100)
)

Planning Adjusted =
SUMX(
    FILTER(Table2, Table2[Status] = "Planning"),
    Table2[Fee] * (1 + [Planning %] / 100)
)

Spec Adjusted =
SUMX(
    FILTER(Table2, Table2[Status] = "Spec"),
    Table2[Fee] * (1 + [Spec %] / 100)
)

3. Create a Master Measure to Combine Adjusted Values

Adjusted Fee Total =
[Fee Forecast Adjusted] + [Confirmed Adjusted] + [Likely Adjusted] +
[Planning Adjusted] + [Spec Adjusted]

Should you require further assistance, please do not hesitate to reach out to me.


Did I answer your question? Mark my post as a solution, this will help others!

If my response(s) assisted you in any way, don't forget to drop me a "Kudos" 🙂

Kind Regards,
Sahir Maharaj
Data Scientist | Data Engineer | Data Analyst | AI Engineer
P.S. Want me to build your Power BI solution? (Yes, its FREE!)
➤ Lets connect on LinkedIn: Join my network of 15K+ professionals
➤ Join my free newsletter: Data Driven: From 0 to 100
➤ Website: https://sahirmaharaj.com
➤ Email: sahir@sahirmaharaj.com
➤ Want me to build your Power BI solution? Lets chat about how I can assist!
➤ Join my Medium community of 30K readers! Sharing my knowledge about data science and artificial intelligence
➤ Explore my latest project (350K+ views): Wordlit.net
➤ 100+ FREE Power BI Themes: Download Now
LinkedIn Top Voice in Artificial Intelligence, Data Science and Machine Learning

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