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GiuseppeMR
New Member

Dynamically change the Matrix filter

Hi all,

I have a PBIX with 2 entities: Sales and Calendar, and there exists an N-1 relationship between these entities. Moreover, the Sales entity has 2 measures, M1 and M2. On a PBIX page, I would like to define a slicer and a matrix in such a way that the slicer allows selecting the measure (M1 or M2) to show in the matrix.

Here is my issue:

The matrix has a row for each year of the Calendar entity, and when selecting M1, I would like to filter the matrix dynamically, keeping only the current year (i.e., the matrix will have only one row). Hence, I want to apply a filter on the matrix visual.

Any suggestions?

Thanks

1 ACCEPTED SOLUTION
parry2k
Super User
Super User

@GiuseppeMR first and foremost you need to make some changes to M1. here I have create M1 New that uses the M1 but you can put this logic directly in M1

 

M1 New = 
VAR __CurrentYear = YEAR ( TODAY () )
RETURN
CALCULATE ( 
   [M1],
   KEEPFILTERS ( 'Calendar'[Year] = __CurrentYear] ) 
)

 

 

For the selection, you can use a field parameter or calculation groups.

 

 

 

 

 

 



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View solution in original post

2 REPLIES 2
parry2k
Super User
Super User

@GiuseppeMR first and foremost you need to make some changes to M1. here I have create M1 New that uses the M1 but you can put this logic directly in M1

 

M1 New = 
VAR __CurrentYear = YEAR ( TODAY () )
RETURN
CALCULATE ( 
   [M1],
   KEEPFILTERS ( 'Calendar'[Year] = __CurrentYear] ) 
)

 

 

For the selection, you can use a field parameter or calculation groups.

 

 

 

 

 

 



Subscribe to the @PowerBIHowTo YT channel for an upcoming video on List and Record functions in Power Query!!

Learn Power BI and Fabric - subscribe to our YT channel - Click here: @PowerBIHowTo

If my solution proved useful, I'd be delighted to receive Kudos. When you put effort into asking a question, it's equally thoughtful to acknowledge and give Kudos to the individual who helped you solve the problem. It's a small gesture that shows appreciation and encouragement! ❤


Did I answer your question? Mark my post as a solution. Proud to be a Super User! Appreciate your Kudos 🙂
Feel free to email me with any of your BI needs.

NaveenGandhi
Super User
Super User

Hi @GiuseppeMR 

Please post sample data, expected output along with screenshots to understand the problem better.

Regards,

NG

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