Power BI Toggle for outstanding balance

[Sunila]

Hi everyone,

I'm currently working on implementing a toggle or selection pane(as shown) that allows users to view customers with outstanding balances in a data table.

When the user selects "Yes," the table should display customer rows where the amount is not zero or blank.

The default selection is "No," which shows balances either zero or blank.

To achieve this, I've created a SWITCH function:

Selected Outstanding Balance =
SWITCH(
SELECTEDVALUE('OutstandingBal'[Condition]),
"No", [OS_Bal_No],
"Yes", [OS_Bal_Yes])

where 

OS_Bal_Yes = CALCULATE( [TotalBal],

FILTER( CustTrans,

NOT(ISBLANK([TotalBal])) && [TotalBal] <> 0 ) )

However, the OS_Bal_Yes measure is not filtering out rows with outstanding balances that are zero or blank as intended.

Could someone please assist me with resolving this issue?

[Anonymous · Accepted solution]

Hi @Sunila 

Please try the following Dax:

OS_Bal_Yes = 
CALCULATE(
    [TotalBal],
    FILTER(
        ALL('CustTrans'),  // Consider using ALL to remove filters if necessary
        NOT(ISBLANK('CustTrans'[TotalBal])) && 'CustTrans'[TotalBal] <> 0
    )
)

Selected Outstanding Balance =
SWITCH(
    SELECTEDVALUE('OutstandingBal'[Condition]),
    "No", [OS_Bal_No],
    "Yes", [OS_Bal_Yes]
)

Best Regards,

Jayleny

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