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gghlyon's avatar
gghlyon
Frequent Visitor
1 year ago
Solved

Additional filter on TreatAs limiting Values

Hi,

 

I have a ENGINEER table, and an unrelated TICKET table where I'm trying to sum hours with a measure.  I can't link them for other reasons.

 

I wish to filter the ticket table by the engineer name which is fine I see that treatas works here.

However, I would also like to restrict the team manually within the measure as well

 

Starting point is
All hours = CALCULATE(sum(TICKET[ActualHours]),TREATAS(VALUES('ENGINEER'[FullName]),TICKET[HelpdeskEmployeeName]))
 
I can't figure out how to also add a filter here so I only get the engineers for one Department.  I can manually list them in the Treatas so I know it will work, but I can't apply this within the same calculate.  Have tried simply adding as a filter within calculate as below, but also tried to create a mid variable table of values of just the engineers in this department.  Either it breaks, or the filter just doesn't work (i see the result for all engineers not just the ones in the dept i want).
 
For example trying to just see the hours for Rocketry department = 
Rocketry Hours = CALCULATE(sum(TICKET[ActualHours]),'ENGINEER'[Dept]="Rocketry",TREATAS(VALUES('ENGINEER'[FullName]),TICKET[HelpdeskEmployeeName]))
 
This just gives same result as first formula.
 
Any assistance appreciated.
Need Help
  • Anonymous's avatar
    Anonymous
    1 year ago

    Hi gghlyon ,

    You can follow the steps below to get it:

    1. Create a slicer base on the field 'ENGINEER'[Dept]

    2. Create a measure as below to get Rocketry Hours 

    Rocketry Hours =
VAR _depts =
    ALLSELECTED ( 'ENGINEER'[Dept] )
VAR _engineers =
    CALCULATETABLE (
        VALUES ( 'ENGINEER'[FullName] ),
        FILTER ( 'ENGINEER', 'ENGINEER'[Dept] IN _depts )
    )
RETURN
    CALCULATE (
        SUM ( 'TICKET'[ActualHours] ),
        FILTER ( 'TICKET', 'TICKET'[HelpdeskEmployeeName] IN _engineers )
    )

     

    If the above one can't help you, please provide some raw data in your tables 'ENGINEER' and 'TICKET' (exclude sensitive data) with Text format and your expected result with backend logic and special examples? It would be helpful to find out the solution. You can refer the following links to share the required info:

    How to provide sample data in the Power BI Forum

    How to Get Your Question Answered Quickly

    And It is better if you can share a simplified pbix file. You can refer the following link to upload the file to the community. Thank you.

    How to upload PBI in Community

    Best Regards

3 Replies

  • johnt75's avatar
    johnt75
    Icon for Super User rankSuper User
    1 year ago

    Try

    Rocketry Hours =
VAR FilteredEngineers =
    CALCULATETABLE (
        VALUES ( 'ENGINEER'[FullName] ),
        'ENGINEER'[Dept] = "Rocketry"
    )
VAR Result =
    CALCULATE (
        SUM ( TICKET[ActualHours] ),
        TREATAS ( FilteredEngineers, TICKET[HelpdeskEmployeeName] )
    )
RETURN
    Result
  • Anonymous's avatar
    Anonymous
    Not applicable
    1 year ago

    Hi gghlyon ,

    You can follow the steps below to get it:

    1. Create a slicer base on the field 'ENGINEER'[Dept]

    2. Create a measure as below to get Rocketry Hours 

    Rocketry Hours =
VAR _depts =
    ALLSELECTED ( 'ENGINEER'[Dept] )
VAR _engineers =
    CALCULATETABLE (
        VALUES ( 'ENGINEER'[FullName] ),
        FILTER ( 'ENGINEER', 'ENGINEER'[Dept] IN _depts )
    )
RETURN
    CALCULATE (
        SUM ( 'TICKET'[ActualHours] ),
        FILTER ( 'TICKET', 'TICKET'[HelpdeskEmployeeName] IN _engineers )
    )

     

    If the above one can't help you, please provide some raw data in your tables 'ENGINEER' and 'TICKET' (exclude sensitive data) with Text format and your expected result with backend logic and special examples? It would be helpful to find out the solution. You can refer the following links to share the required info:

    How to provide sample data in the Power BI Forum

    How to Get Your Question Answered Quickly

    And It is better if you can share a simplified pbix file. You can refer the following link to upload the file to the community. Thank you.

    How to upload PBI in Community

    Best Regards

  • Anonymous's avatar
    Anonymous
    Not applicable
    1 year ago

    Hi gghlyon ,

    Has your problem been resolved? If so, could you please mark the helpful reply as 'Answered'? This will assist others in the community who may encounter a similar issue. Thank you.

    Best Regards