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mlane
Frequent Visitor

Can I merge tables with different filters like Excel?

For some of my end users they are so used to excel reports, that all the interactivity and visualization capabilities of Power BI could be overwhelming.  So my team and myself have idea would be simply make a dashboard that looks the summary excel table they get every month (eg. blue table in Fig. 1).   Then guide them to more in depth dashboards when they want to know more.   The issue is I realized immediately that each measure in the dashboard is filtered a different different date range and period.   I tried to figure it out on my own but I think I am still fair off (Fig. 2).   

 

  • How do I make a dashboard that looks like a single table or single matrix with different filters for different measures?
  • How do dashboard that looks like the excel table in figure 1 but with filter that can change month and year?

I tried to give a simple reproductiable example below of my issue by using fake data.  The dataset and dashboard can be found here:
https://drive.google.com/drive/u/0/folders/1fVQ3iUQp4NzgyG1FeDcYc282nv-nk0AY 

 

Fig 1.   This is a simplified example of the excel sheet I am trying to reproduce.   Every month we modify the YTD, Year, and Month filter.  After this the plan is to add even more useful features.

mlane_0-1710961225275.png

Fig. 2 This is what I have been able to figure out so far from the attached Power BI dashboard.  The first one shows the fiters and date grouping for each, while the second shows what the headers should look like. .  The report is YTD from ""04/02/2024"". 

mlane_1-1710966335136.png

 

As you can see, what I am stuck on right now is I don't now how to merge this tables while keeping the date filters on each column.  a) I tried keeping them as seperate tables but it turns out Power BI seems to have a weird hard limit outer edge white space between dashboards.  b) It would be easy if I could just remove that inner padding, but I cannot find the option.   I tried transparency, but I then it creates optical illusions of border not lining up perflectly.   c) Finally I tried literally to adjusting the size of each chart on a 3.5 foot by 6.2 foot screen (1 mm = 1 pixel), it turns out on 1080p by 1920p resolution... the minimum snap distance is 4 to 8 pixels before it adds scroll bars.   So I am stuck with 8 pixel white boarder between charts.

1 REPLY 1
lbendlin
Super User
Super User

There are many things wrong with what you are trying to do.  It is called "fighting the API",  trying to make Power BI behave like Excel.  Power BI exists because it is different from Excel. It has different design guidelines, and different philosophies on how to show data. 

 

It is possible to bend it as I show here, but it is a futile exercise.

 

lbendlin_0-1710981319268.png

Either stay with Excel or guide your users over the chasm.

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