Linking 2 slicers together

[Anonymous]

Hi,

I would link my sales Year slicer to the customer open date (year) column.

I have a year slicer called "Select Year" for sales and I have a summary table of customers who opened an account per month per year. When I filter out on the year slicer I would like it to also filter out on the summary table of customers based on year.

How could I do this?

[SanketBhagwat]

Hi @Anonymous .

If you are using Year slicer in the slicer visual and month in table from same Date table/column, then it would automatically filter the visual.
i.e. if you select any year in your slicer, then your table would show the data only for that month.

Check if both Year and Month are coming from the same table, if not then see the relationship between the 2 tables.

Thanks,
Sanket

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[Anonymous]

There are two tables with two date columns. These date columns are not linked the only relationship at the moment between these tables is the customer ID not date. Are you able to advise how I can link these two date columns together?

[SanketBhagwat]

Are they both properly connected/related based on customer ID?
Is the relationship active?
Even if related on customer ID then it should work properly.

Thanks,
Sanket

[Anonymous]

Hi,

I have the below relationships:

[Icey]

Hi @Anonymous ,

I have created a sample, in which, there is one thing to pay attention to:

The Date of CLIENT_ID in the two tables may not have a one-to-one correspondence.

When it is filtered with Year slicer, it will keep CLIENT_IDs which in that year and then filter another table based on the CLIENT_IDs instead of the Year. Below is a GIF.

What's your scenario?

Best Regards,

Icey

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[Icey]

Hi @Anonymous ,

What's your scenario?

Best Regards,

Icey