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OneWithQuestion
Post Prodigy
Post Prodigy

Filter Child back to Parent(s) without using bidirectional?

What is the "easiest" way to enable filtering on the child record so that selecting a child record will filter the parent(s)?

In this scenario, not all parent records have children.  

I have a mockup with Customer and Payment Method, I'd like to be able to click on a child Payment Method and see all the Customers (parents) who used that payment method.



OneWithQuestion_0-1640211291296.png



OneWithQuestion_1-1640211424081.png


I can filter parent to child of course (selecting Jane shows Cash, Credit, Debit)

OneWithQuestion_2-1640211457820.png

 

 

But, what about selecting "Credit" so I can see everyone who used that?

OneWithQuestion_3-1640211485560.png



I could add a count of Payment Methods to the Customer data grid, but I have to instruct it to show items with no data or it will hide all the parents without children.  If I show items without data it won't filter either, it will just show counts.


OneWithQuestion_4-1640211622881.png



*Granted, in the real world you should not have customers who have no payment method, this is just a mockup example.  

2 ACCEPTED SOLUTIONS
bcdobbs
Community Champion
Community Champion

Just realised your need to show parents without children. Will see if I can modify.



Ben Dobbs

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View solution in original post

bcdobbs
Community Champion
Community Champion

Think this works:

 

PaymentMethodFilter = 
IF (ISFILTERED ( PaymentMethod ),
    INT ( NOT ( ISEMPTY ( PaymentMethod ) ) ),
    1
)

 

bcdobbs_0-1640212808595.png

 

 



Ben Dobbs

LinkedIn | Twitter | Blog

Did I answer your question? Mark my post as a solution! This will help others on the forum!
Appreciate your Kudos!!

View solution in original post

3 REPLIES 3
bcdobbs
Community Champion
Community Champion

If you create a measure like

ParentFilter = INT ( NOT ( ISEMPTY ( 'Customer Payment Methods' ) ) )

and put it on the visual level filter of a parent visual (or slicer) with it set to "Is 1" you should get the desired interaction.



Ben Dobbs

LinkedIn | Twitter | Blog

Did I answer your question? Mark my post as a solution! This will help others on the forum!
Appreciate your Kudos!!
bcdobbs
Community Champion
Community Champion

Just realised your need to show parents without children. Will see if I can modify.



Ben Dobbs

LinkedIn | Twitter | Blog

Did I answer your question? Mark my post as a solution! This will help others on the forum!
Appreciate your Kudos!!
bcdobbs
Community Champion
Community Champion

Think this works:

 

PaymentMethodFilter = 
IF (ISFILTERED ( PaymentMethod ),
    INT ( NOT ( ISEMPTY ( PaymentMethod ) ) ),
    1
)

 

bcdobbs_0-1640212808595.png

 

 



Ben Dobbs

LinkedIn | Twitter | Blog

Did I answer your question? Mark my post as a solution! This will help others on the forum!
Appreciate your Kudos!!

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