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NewPBIe
Helper II
Helper II

Date Filter on a table that hasn't date through a table that has date

Hello everybody. Lets say we have a table "Projects" and a table "Tasks" and a Calender. 

Unbenannt.pngI want to filter the Project Table by Fiscal Year.

With the data model above the slicer will show only data in Projects if set in "empty" (which is true, since there is no connection between projects and date). But how can I filter the Project Table through Tasks Table? Is it possible?

 

Thank you. 

10 REPLIES 10
DataVitalizer
Super User
Super User

Hi @NewPBIe 

From the shared schema you can filter the project table by Task table as long as the cross filter direction of the relationship is set to 'Both'

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It is set to both ("<>") but it doesnt work. 

Could you share the pbix file?

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I can't since I do not own the data. 

I've made a sample and in the sample it works - with the very same relationships and cardinalities.

NewPBIe_0-1690793282996.png

NewPBIe_1-1690793408675.png

 

 

What is this table role?

othy_bi_0-1690793821482.png



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It contains not assigned Tasks.

NewPBIe_0-1690794090301.png

I deleted the table now since it was not used but the problem persist. 

 

In the actual dataset it will only show data for projects if the data slicer is set to "empty".

 

NewPBIe_0-1690793697067.pngNewPBIe_1-1690793754427.png

 

 

Apparently if projects data are displayed only when Blank is selected in the date slicer, this means that the projects Dates are not included in the Date Calendar.

I suggest that you create the model this way

Date(CalendarAuto) -> Projects <- Tasks

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Projects contains Date but only the start and the end (which are ranged on more the one fiscal year, like from FY 20 to FY 22) but I want to ignore those Dates for my purpose. I really need to filter through the tasks (some measures are set on tasks pro fiscal year - basis and not on project basis).

To understand more your scenario and the searched result.

What is the common field between projects and Tasks?

What do you want fo display in the table visual? and When?

Did you create the Date atble using DAX?

 

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