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I have imported a table into Power BI that contains invoice number, product name, product value, invoice date, client name, brand, and other invoice-related information.
In my report, I have placed the invoice date on the X-axis, which drills down from year to day, and on the Y-axis, I have the total product value along with a margin line. I also have several slicers (Client, Brand, Product, etc.).
I want to configure the 'Client' slicer so that when I navigate through the visual—for example, when I drill down to August 2024 - I see only the clients who were invoiced during that period, rather than all clients.
How can I achieve this?
Hi,
Unfortunately, the solution provided doesn't seem to work in my case. Based on what I’ve read on several forums, it appears that this approach doesn’t work properly with a regular Slicer.
The workaround I found was to use a Button slicer instead of the standard Slicer, and that seems to solve the issue.
Let me know if there's a better approach, but for now, switching to the Button slicer worked for me.
Best regards
Hello ,
You can create a measure add as that aa visual level filter
ClientsWithInvoices =
IF(
CALCULATE(COUNTROWS('InvoiceTable'), ALLSELECTED('InvoiceTable'[Invoice Date])) > 0, 1,0)
hey,
I also tried this solution but it doesn't change my active clients in the slicer.
Hi @BogdanBB ,
If the previous method does not yield the desired results, you can develop a measure to dynamically filter clients.
DAX :
Clients Sales =
VAR SelectedPeriod = VALUES('Invoices'[Invoice Date])
RETURN IF(
CALCULATE(SUM('Invoices'[Product Value]), 'Invoices'[Invoice Date] IN SelectedPeriod) > 0,
1,
0
)
If this post was helpful, please consider marking Accept as solution to assist other members in finding it more easily.
If you continue to face issues, feel free to reach out to us for further assistance!
Hi @BogdanBB
Just checking in @pankajnamekar25 has shared a response to your query regarding configuring the slicer so that it dynamically filters clients based on the date range selected in your visual.
If the provided solution helped, please consider marking it as Accepted Answer, as it may also benefit others facing a similar challenge. If you're still looking for more clarity or facing issues, feel free to share more details — we’re happy to assist further.
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