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rnanban
Regular Visitor

Combine Data columns based on filters/slicer

Hi all,

Apologies for the newbie question I am new to PowerBI.


Example of what I am trying to achieve:

 

Example Data set (Dates not shown in visual):

|Site ID|Site Name|Food Category|Sales|Date|
|1|Test Site 1|1|$40|June 23|
|1|Test Site 1|2|$50|June 23|
|1|Test Site 1|1|$50|May 23|
|1|Test Site 1|2|$60|May 23|
|2|Test Site 2|1|$100|June 23|
|2|Test Site 2|2|$200|June 23|
|2|Test Site 2|1|$100|May 23|
|2|Test Site 2|2|$50|May 23|

 

When filtered by "May 23" & "June 23" it would combine all the "Sales" for the same "Food Category"

|Site ID|Site Name|Food Category|Sales|
|1|Test Site 1|1|$90|
|1|Test Site 1|2|$110|
|2|Test Site 2|1|$200|
|2|Test Site 2|2|$150|

When unselecting "May 23" will only show "June 23" and vise versa and when unselecting every date range it will show all combined.


I hope this makes sense.


Thank you

1 ACCEPTED SOLUTION
dk_dk
Super User
Super User

Hi @rnanban 

What you describe is how the default behaviour should work.

If you have a table visual in your report that contains Site ID, Site Name, Food Category and Sales (NOT the Date)

And a filter or slicer on the page that contains the Date, then by interacting with the slicer/filter you should get the behavior that you are looking for.

Note that you would need to make sure that the Sales column has the right data type (number/currency, NOT text for example)

Let me know if it is still not working as intended. 🙂

 

Best regards,
Daniel




Did I answer your question? Mark my post as a solution!

Proud to be a Super User!





View solution in original post

1 REPLY 1
dk_dk
Super User
Super User

Hi @rnanban 

What you describe is how the default behaviour should work.

If you have a table visual in your report that contains Site ID, Site Name, Food Category and Sales (NOT the Date)

And a filter or slicer on the page that contains the Date, then by interacting with the slicer/filter you should get the behavior that you are looking for.

Note that you would need to make sure that the Sales column has the right data type (number/currency, NOT text for example)

Let me know if it is still not working as intended. 🙂

 

Best regards,
Daniel




Did I answer your question? Mark my post as a solution!

Proud to be a Super User!





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