Dynamic Filtering

[Prabunathan]

Hi,

I have a situaiton, where in i have to extract the trasactions which happened due to a specific promotion ( example a Gift Voucher Promotion ). From the millions of transactions, i have to get the trasactions filtered which have a combination of " Item " + " Gift Voucher ".

The following example better illustrates the requirement.

Date	Transaction Id	Item Code	Item Description	Qty
01-Dec-17	A001	PH001	Asus Phone X001	3
01-Dec-17	A001	GV100	Gif Voucher 100	3
04-Dec-17	A002	PH001	Asus Phone X001	6
03-Dec-17	A003	PH001	Asus Phone X001	4
03-Dec-17	A003	GV100	Gif Voucher 100	4
04-Dec-17	A004	WM001	Washing Machine B001	8
02-Dec-17	A005	WM001	Washing Machine B001	9
02-Dec-17	A005	GV100	Gif Voucher 100	9
EXAMPLE  1
FILTER
# of PH001 Units Sold under GV Promotion ( i.e Total of Qty where a transaction ID contains PH001 and GV100 line items )
RESULT		Transaction ID	Qty
		A001	3
		A003	4
EXAMPLE 2
FILTER
# of WM001 Sold under GV Promotion ( i.e Total of Qty where a transaction ID contains WM001 + GV100 line items )
RESULT		Transaction ID	Qty
		A005	9

I need to select the " Item Code " by a filter to get the extract of Trasaction ID's where the sales Criterea is Item + Gift Voucher.

Thanks in advance for your guidance.

Prabunathn

[stretcharm · Accepted solution]

Apologies I didn't read the examples.

Is the Item code a load filter or a Slicer on all the data?

 If a slicer then add a measure like this and Filter by the slicer for Item code and  in the filter pane HasGV>0

HasGV = 
VAR GV = "GV100"
RETURN
    CALCULATE (
        COUNT ( Trans[Transaction Id] ),
        FILTER (
            ALL ( Trans ),
            Trans[Transaction Id] = MAX ( Trans[Transaction Id] )
                && Trans[Item Code] = GV
        )
    )

[Anonymous]

How can I set-up dynamic filtering when I have below scenario ?

Say I have , Markets and I have Produt Units

I want to selectively show the data for my employees with below type of access

Type 1 - Belong to market ( easily done)

Type 2 - Belong to Product Unit ( easily done)

Type 4 - Global Access regardless of Market or Product Unit

Type 3 - Belong to a specific Market and specific Product Unit

For example - I have an employee who belongs to Market - America and part of Product Unit 1 and I want to display only the data for NAM --> Product Unit 1 can you help me on how the Type 3 can be implemented ?

[stretcharm]

Is the data in Columns? If so can you just filter the Description that Starts with Gift voucher

let
    Source = Table.FromRows(Json.Document(Binary.Decompress(Binary.FromText("vZJda8IwFIb/ykt3szEdra37uOywc0ILndYPEC9CG2dAEzCRsX+/NLG6QutgjEHLgffkOec9J1kuHdfrDmje9R6cjhO6rqdD+mpjKA8S6UZwioVVfGfVaUSGM891y8jWmIlDvqF7WOWIBDWkd7HLvUX8GuJfRII2pN1Y0GQs0GGe2JpzIjeMvyMhuY4Uz1Z+tFyvxvV/5p7auHaLFkG0CJM0joCyDGp/mX8ZxVk0bkxdQaxhtoYpZ0piIrYFDrzQLYYzpHuxE4oJjmuwO4pMKLItkTf1iQ/tg4JA7QmXJDfHRgPkgivCuDyWJbyAGQDbclam6E7ipnRw/swQjf7G0WQaZ0cpqzXSgnZxOllxYfUQGxK+udVTolpb71dbM7f5l/uyBW//e1t9846qRGOnb8rqCw==", BinaryEncoding.Base64), Compression.Deflate)), let _t = ((type text) meta [Serialized.Text = true]) in type table [Date = _t, #"Transaction Id" = _t, #"Item Code" = _t, #"Item Description" = _t, Qty = _t]),
    #"Changed Type" = Table.TransformColumnTypes(Source,{{"Date", type text}, {"Transaction Id", type text}, {"Item Code", type text}, {"Item Description", type text}, {"Qty", Int64.Type}}),
    #"Filtered Rows" = Table.SelectRows(#"Changed Type", each Text.StartsWith([Item Description], "Gif Voucher") or Text.StartsWith([Item Description], "Gift Voucher"))
in
    #"Filtered Rows"

[Prabunathan]

Hi Sir,

Thank you for your guidance. May be i was not specific in my question on the earlier post.

I need to actually filter the table by a search criteria by Items, and the rsulting table should be with transaction ID's which have the specific  "item"  + " Gift Vouchers " in them. 

Just getting the total of Gift vouchers issued is not the requirement.

Thanks in advance.

Prabunathan

[stretcharm · Accepted solution]

Apologies I didn't read the examples.

Is the Item code a load filter or a Slicer on all the data?

 If a slicer then add a measure like this and Filter by the slicer for Item code and  in the filter pane HasGV>0

HasGV = 
VAR GV = "GV100"
RETURN
    CALCULATE (
        COUNT ( Trans[Transaction Id] ),
        FILTER (
            ALL ( Trans ),
            Trans[Transaction Id] = MAX ( Trans[Transaction Id] )
                && Trans[Item Code] = GV
        )
    )

[Prabunathan]

Hi

Thank you and it works fantastic.

[stretcharm]

Great. 

No problem.

[Prabunathan]

Hi Sir,

Apologies to trouble you again. Although i tried your solution on a sample work, I failed to apply your advice and lost in the DAX. I am not familiar with VAR, FILTERS in DAX.

It is difficult for me narrate my requirement, Hence i am sharing a sample Pbix which may help you to understand my requirement and correct my DAX measure syntax.

https://www.dropbox.com/s/ablz8s4681ospwt/Sample.pbix?dl=0

Appreciate your support.

Regards

Prabu

[stretcharm]

Looks like a typo on the voucher number. It's ZO not Z0

HasGV1 = 
VAR GV = "ZOTGVCB100ISM"
RETURN
    CALCULATE (
        COUNT ( MASTER[Order No. ] ),
        FILTER (
            ALL ( MASTER ),
            MASTER[Order No. ] =  MAX( MASTER[Order No. ] )
                && MASTER[Item] = GV
        )
    )

Variables are easy and make the code a little easier to read an change especially if you use values multiple times.

https://www.sqlbi.com/blog/marco/2017/09/12/the-easiest-way-to-start-using-variables-in-dax/

https://docs.microsoft.com/en-us/power-bi/guided-learning/introductiontodax#step-4

https://powerbi.tips/2017/05/using-variables-within-dax/

[Prabunathan]

Hi Sir,

Thank you again. I request you to return me the Pbix file with the filter in action. 

I tried after correcting the code, but the matrix table stil showsup ALL Order Id's which contain ZOTGVCB100ISM, whereas i need the resulting matrix table to showup only the filtered OrderID's which contain BOTH Item "Samsung SP N950" + "ZOTGVCB100ISM".

Regards

[stretcharm · Accepted solution]

Yeah the calc doesn't work for the order number but the whole table.

I tried a different tactic using a summary table. Here is another doc

https://1drv.ms/u/s!Aln7Q7AFJHneiW2FVW26L2xmf6OQ

Maybe this page will help use as it seems to solve a similar problem.

http://www.daxpatterns.com/basket-analysis/

[Prabunathan]

Hi Sir,

Thank you . This one worked perfect and thanks once again for all the links provided.

Regards

Prabu