Create a company level visual based on two independent Slicer table

[esingh]

Hi Community

New to Power BI and still exploring. Need Help.

I have two independent slicer tables:

1) Selected Company- (Table Name:Slicer Selected Company)

2) Cohort Company- (Table: Slicer Cohort Company)

Need to create a visual Bar chart where individual company ( X axis) and sales(Y axis) can be created based on the selection in the two slicers. Need to show all company names(selected company and cohort companies in the X axis). The data is to be pulled from third independent table Company sales which contains company names and sales columns.

There is no realtionship existing between slicer and Fact table

Thanks

[v-sshirivolu · Accepted solution]

Hi @esingh ,
Thanks for reaching out to the Microsoft fabric community.

Steps I have taken - 

Loaded the following sample data tables:

Sample Data Tables

Slicer Selected Company:

• Alpha Corp
• Beta Inc
• Delta Group

Slicer Cohort Company:

• Gamma Ltd
• Beta Inc
• Omega Pvt Ltd

Company Sales:

• Alpha Corp: 100
• Beta Inc: 200
• Gamma Ltd: 150
• Omega Pvt Ltd: 250
• Zeta LLC: 300

Created a Combined Visual Axis Table

Visual Companies =
DISTINCT (
    UNION (
        SELECTCOLUMNS('Slicer Selected Company', "Company", 'Slicer Selected Company'[Company]),
        SELECTCOLUMNS('Slicer Cohort Company', "Company", 'Slicer Cohort Company'[Company])
    )
)

This merges both slicers into one axis table.

Created a Measure for Filtered Sales

In the Company Sales table, add this measure:

Filtered Sales =
VAR SelectedCompanies = VALUES('Visual Companies'[Company])
RETURN
CALCULATE(
    SUM('Company Sales'[Sales]),
    TREATAS(SelectedCompanies, 'Company Sales'[Company])
)

Built the Visual
Add a Clustered Column Chart
Set - 

X-Axis -  Visual Companies[Company]

Y-Axis (Values) - Filtered Sales (Measure)

Add slicers:
Slicer Selected Company[Company]
Slicer Cohort Company[Company]

The chart now dynamically displays companies selected in either slicer and their corresponding sales, even without direct relationships.

Please find the attached .pbix file for your reference.

Regards,
Sreeteja.

[v-sshirivolu]

Hi @esingh ,
I hope the information provided above assists you in resolving the issue. If you have any additional questions or concerns, please do not hesitate to contact us. We are here to support you and will be happy to help with any further assistance you may need.

[v-sshirivolu]

Hi @esingh ,

I hope the above details help you fix the issue. If you still have any questions or need more help, feel free to reach out. We’re always here to support you

[esingh]

Hi @v-sshirivolu @FBergamaschi @rohit1991 

The inputs provided helped me collate the approaches and create a solution.

Thanks

[esingh]

Slicer Tables:

Code	Name	Type	Year
1	Company A	A	2025
2	Company B	A	2024
3	Company C	B	2024
4	Compnay D	B	2025
5	Compnay E	C	2024

Data Table:

Code	Name	Type	Year	Sales
1	Company A	A	2025	100
2	Company B	A	2024	200
3	Company C	B	2024	400
4	Compnay D	B	2025	500
5	Compnay E	C	2024	600

Slicer Selected Company: Company A

Cohort Selected Company: Company B and Company D

Output: Table

Name	Type	Year	Sales
Company A	A	2025	100
Company B	A	2024	200
Compnay D	B	2025	500

[FBergamaschi]

Thanks for providing the data

If I understand correctly you want to create two slicers, each slicer show the company name list of two different tables but both tables have the same content (your slicer table will be loaded twice?), let's call them SlicerTable1 and SlicerTable2

Define this Measure

Selection Sales =

VAR Selection = 

DISTINCT (

UNION (

VALUES (SlicerTable1[Name]),

VALUES (SlicerTable2[Name])

        )

)

RETURN

CALCULATE(

  SUM('Data Table'[Sales]),

      'Data Table'[Name] IN Selection

)

In the output table you put the column Name from the Data Table in the "rows" section of the visual and the Selection Sales in the Values section

I am a bit confused on why you are using two different slicers and not a multiselect single slicer?

If this helped, please consider giving kudos and mark as a solution

@mein replies or I'll lose your thread

consider voting this Power BI idea

Francesco Bergamaschi

MBA, M.Eng, M.Econ, Professor of BI

[FBergamaschi]

I forgot

Independently on who gave you the best answer, this post should have been published in the DAX section. Would you cosider posting it there? So it is in the right section for other users to benefit from my or anybody else's answer.

We can continue in the DAX section

https://community.fabric.microsoft.com/t5/DAX-Commands-and-Tips/bd-p/DAXCommands

[esingh]

Hi Francesco

We have other visualization where we are comparing cohort (as a group Single value) vs selected companies.

Thanks

[FBergamaschi]

OK

Please give kudos or mark as a solution if myself or others provided you with a solution, possibly after you report in the DAX section

Thanks

[rohit1991]

Hi @esingh ,

To get your bar chart to only show companies that are selected in either slicer (and not all companies), you’ll want to use a measure instead of a calculated table. Calculated tables (like with UNION) are fixed at data refresh, so they won’t update based on slicer selections.

Here’s the best way: 

1. Use your regular Company Sales table as the basis for your visual (don’t try to create a union table for the X axis).

2. Create a measure in the Company Sales table:

ShowCompany =
VAR Selected =
    UNION(
        VALUES('Slicer Selected Company'[Name]),
        VALUES('Slicer Cohort Company'[Name])
    )
RETURN
    IF(
        'Company Sales'[Name] IN Selected,
        1,
        0
    )

Now, your chart will show only the companies picked in either slicer, exactly as you wanted.

[esingh]

Union in slicer is giving all unique values of the company name.Not selected values in the slicers

[FBergamaschi]

Please include, in a usable format, not an image, a small set of rows for each of the tables involved in your request and show the data model in a picture, so that we can import the tables in Power BI and reproduce the data model. The subset of rows you provide, even is just a subset of the original tables, must cover your issue or question completely. Do not include sensitive information and do not include anything that is unrelated to the issue or question. Please show the expected outcome based on the sample data you provided and make sure, in case you show a Power BI visual, to clarify the columns used in the grouping sections of the visual.

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