Forum Discussion

smathers's avatar
smathers
Frequent Visitor
7 years ago

Dealing with Multi Value fields (ie Multi-select list or picklist)

Hi, I have seen a post similar to what I am dealing with in regards to Sharepoint and it seems PBI does cater for multi-value sharepoint fields  but I gather its Sharepoint specific. I have data that has come in from Salesforce and there is a multi-Select picklist field I need to report on. I am able to filter the table data based on their being a value selected in the picklist field. For instance if the user has selected,  Australia, New Zealand, New Guinea, Singapore (and this is how the selections are saved in the field, seperated by commas), I can have a filter filter the data for each of these countries and the record for the user/day will display.

 

What a manger wants however is to see the total countries selected for a designated period. So they need to see that Australia + New Zealand + New Guinea + Singapore was supplied on that day. So the data needs to come out as

Australia  = count of 1

New Zealand = count of 1

New Guinea = count of 1

Singapore = count of 1

I think I need to build a virtual table (User, Date, Individual picklist value) to handle this, but I am really interested in how others have dealt with reporting (not filtering) on multi-slect list fields.

4 Replies

  • v-lili6-msft's avatar
    v-lili6-msft
    Community Support

    hi, smathers

    After my test, Does that suit your needs?

    When I select B/D/E

    Step1:

    Use Values to create a fact table

    Table = VALUES(Table1[Type])

    Step2:

    Create the relationship with basic table

    Be careful Cardinality and Cross filter direction must like this

    Step3:

    Add the measure

    Measure 2 = IF(SELECTEDVALUE('Table'[Type])=SELECTEDVALUE(Table1[Type]), CALCULATE(COUNTA(Table1[Type])))

    Step4:

    and right click Type set Show no Item data

     

    here is demo pbix, please try it.

    https://www.dropbox.com/s/vvvtdwe4mh5gnbt/Dealing%20with%20Multi%20Value%20fields%20%28ie%20Multi-select%20list%20or%20picklist%29.pbix?dl=0

     

     

    If not your case, Could you please share some sample data with the data structure and expected output. You can upload it to OneDrive or Dropbox and post the link here. Do mask sensitive data before uploading.

     

     

     

    Best Regards,

    Lin

    • smathers's avatar
      smathers
      Frequent Visitor

      Hi Lin

      Thanks for going to the trouble to make that file and provide screenshots. I really appreciate it. I loved the way that multi-Select control worked with PBI, however its not quite what I was looking for.  The Multi-select list data I have in PBI is brought into the PBI file from Salesforce live link. The users of the PBI reports are not going to be selecting any values...they want to see a report on what others have been up to when visiting schools and providing resources which they enter in Salesforce.

       

      I am going to give a screenshot below of the data table on the left and the report output the manager wants on the right. It is identical to the output in your example however my input is different. I cannot get away with using "IF SELECTEDVALUE(" as my resource values are not distinct for each record.

      Data on left is live data

       

       

      • v-lili6-msft's avatar
        v-lili6-msft
        Community Support

        hi, smathers

        After my research, for your data source is live connection, It could be achieved for now. all the values is in the one field and It needs to be split. Your requirement needs to be the data source or get data by Import.

        and I have a kind of method for you to refer to.

        For example:

        Step1:

        In the Edit Queries, select RESOURCES Provided column then duplicate this column.

        Step2:

        Select the duplicate column then click Transform->Split Column->By delimiter

        Step3:

        select basic column then right click select Unpivot other columns

        get 

        Step4:

        Close&Apply and create a measure

        times = CALCULATE(COUNTA(Table1[Value]))

        Result:

        here is pbix, please try it.

        https://www.dropbox.com/s/vvvtdwe4mh5gnbt/Dealing%20with%20Multi%20Value%20fields%20%28ie%20Multi-select%20list%20or%20picklist%29.pbix?dl=0

         

        Best Regards,

        Lin