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Anonymous's avatar
Anonymous
Not applicable
5 years ago
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How to control table/matrix date columns with filter?

Hi I have two tables from different data sources that look like this, with values under month columns.

 

 

Is it possible to set up a date/month filter to control the columns that show on both tables and compare the values from the different sources?

 

Cheers

  • I'd advise a bit of remodelling in power query so the data's easier for Power BI to work with.

     

    First highlight all the month columns then click Unpivot Columns

    The data will now look like this:

    Add a Custom Column to have the source 

     

    Repeat the same steps for your second table.

    Finally, use 'Append Queries' to get a single table with all the data.

     

    Now you can use a matrix, or any other visual that makes sense, to visualise the data and have a slicer on Attribute (you'll probably want to rename that column in Power Query) to filter just selected months

     

     

5 Replies

  • Anonymous , You need to create a common date table with date, month year , year columns and use date table as column in visual

     

    To get the best of the time intelligence function. Make sure you have a date calendar and it has been marked as the date in model view. Also, join it with the date column of your fact/s. Refer :radacad sqlbi My Video Series Appreciate your Kudos.

  • Anonymous's avatar
    Anonymous
    Not applicable

    Sorry buddy i don't get it. I want the date columns in my table to appear and disappear according to a filter. Is that possible?

     

    I've  been trying to merge the queries but with no success. While this won't solve my problem it might help.

     

    Here's what i'd like the merge to give me:

    It'd join the two tables aligning the matching columns. I known it might make more sense tweaking the raw data.

     

    Just wondering if PowerBI can do this.

     

    Cheers

    • PaulOlding's avatar
      PaulOlding
      Icon for Solution Sage rankSolution Sage

      I'd advise a bit of remodelling in power query so the data's easier for Power BI to work with.

       

      First highlight all the month columns then click Unpivot Columns

      The data will now look like this:

      Add a Custom Column to have the source 

       

      Repeat the same steps for your second table.

      Finally, use 'Append Queries' to get a single table with all the data.

       

      Now you can use a matrix, or any other visual that makes sense, to visualise the data and have a slicer on Attribute (you'll probably want to rename that column in Power Query) to filter just selected months

       

       

      • Anonymous's avatar
        Anonymous
        Not applicable

        Thank you Paul what a great solution. I'll just need some more research as the Source columns in both tables are erroring due to a cyclic reference. Not sure why....

         

        Also the Source was just named 'Table' in both queries leaving me no way to identify them. Is there a way of renaming them manually?