Data filtering issue

[vavida52]

Hello,

I am quite new to Power BI and I want to gain experience by implementing my own private projects. I want to create a dashboard where I can visualize stocks in my portfolio. Upfront, I have an automation which captures stock values for each stock in my portfolio on a daily basis. Values are stored in an Excel file (see table 1).

I tried to visualize the stock value against the date which worked fine. In the next step I wanted to use a treemap (by using the stock names in table 2) as a nicer looking filter where I can select the stock/s I want to display. And here comes the problem. 

I am not able to filter to any stock name. The only thing I can filter for is the date which shows a data set of all stock values for that day but I want to filter for a specific stock and see the graph across a time period like we know in stock websites or apps.

I was thinking that I could connect both tables in the data model but it does not seem to work. Any advise on this? Or is it even impossible to achieve what I was thinking of?

Thanks in advance!

[Anonymous]

HI @vavida52,

Treemap visual normally will interaction with other visult based on its category fields and it not suitable to work as date range filter.
If you want it apply filter to the date range, I'd like to suggest you add a slicer with date field as source, and use slicer mode 'between' to apply filter effects.

Slicers in Power BI - Power BI | Microsoft Learn

Regards,

Xiaoxin Sheng

[vavida52 · Accepted solution]

Thank you. I solved the issue myself. Problem is the format of the table 1 which with the wrong structure. I had to transpose the table and put and accept that I would have multiple rows with identical stock name. Now everything works as expected (I can filter the page via the treemap).