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HT123's avatar
HT123
Frequent Visitor
7 years ago
Solved

Date Filter

Hello everybody,

 

my report in Power BI Desktop currently consists of 2 excel sheets that are linked by a relationship (m:n) with double-sided cross-filter direction. The common criterion is the “order number”.

 

Table 1 contains the columns “Order Number”, “Occupancy Time” and “Date”.

Table 2 contains the columns “Order Number”, “Quantity” and “Date”

In addition, the column with the date is divided into a Hirachie -> year month day If I want to display in a report the sum of the amount with the sum of the occupancy time per month in the form of a bar chart and additionally want to provide the user with a filter for selecting the month, I would have the two columns “Date” of Table 1 and Table 2 merge in the background. is a merging of the two date columns in the background somehow possible, so that only one filter can be used????  Alternatively, I would have to show in the report two individual filters, which must be selected in each case with the same month by the user.

 

5 Replies

  • calerof's avatar
    calerof
    Impactful Individual

    Hi HT123 ,

     

    Make sure you have a date table. 

     

    Here's a video from Guy in a Cube about it.

     

    Regards,

     

    Fernando

     

    • HT123's avatar
      HT123
      Frequent Visitor

      HI Fernando,

      I don't think I explained my problem properly. Here again the actual situation presented wisely

      Here are my 2 Excel Sheets, the relation and the visual

       

       

      The bar chart is intended to show the sum per month. The quantity is correctly displayed. Unfortunately, time is wrong. There should be a time a month of 4 coming out not 20! Is this somehow possible??
      I would still need a relation from Table 1 Column "Date" to Table 2 Column "Date."

       

       

       

       

      • calerof's avatar
        calerof
        Impactful Individual

        Hi HT123 ,

         

        I replicated your sample data, created a date table, and created a dim table for orders like so:

        I did not create a relationship between table A & B on Orders, instead I created a relationship of each table with the dim order table above.

        I created a simple measure in each table:

        Total Qty = SUM('Table A'[Quantity])
        Total Time = SUM('Table B'[Time])

        This is the result:

        Hope it helps!

         

        Regards,

         

        Fernando