Forum Discussion
Helper IIIFilter Multiple Date Columns in One Slicer - What am I doing wrong?
I'm trying to create a sales stage by lead source report that I can filter by month, quarter, etc.
I followed the solution offered here https://community.powerbi.com/t5/Desktop/Filter-Multiple-Date-Columns-in-One-Slicer/td-p/669410 but I must have done something wrong because I'm seeing data outside my date filter.
For March 2020, I should be seeing 43 deals according to CRM, but I'm actually seeing a count of 53. Upon further investigation, there are 10 deals displaying even though the Create Date is before March... not sure what I did wrong??
I'm a Power BI noob... literally just started last week and have no idea what to do next to troubleshoot. Any help would be greatly appreciated!
11 Replies
sanimesaPost Prodigy
SirJJAnderson Please check your model - there should be a one to one relationship between the data dimension table and the date in your fact table that you want filtered. Looking at your diagram, have you connected the Earliest demo date instead?
Hi SirJJAnderson ,
May I know whether the filter field "Date" and "Earliest createdate" is from the same field? Which fields the visuals in your screen shot be created based on? Are these fields from different tables? Is there any relationship be created among tables?
It is better if you can provide us your sample PBIX file (exclude sensitive data)? Then we can make troubleshooting to find the cause of why can't get the correct number of records. Thank you.
Best Regards
Rena
SirJJAndersonHere's a screenshot of the relationship:
The Date, createdate, demo_date and hs_date_entered_612408 are all different. The last 3 represent timestamps of when an opportunity entered different stages in our sales pipeline, and the "Date" field is from the date table that I created for the slicer.
The Deal and Deal Date Data Transformed tables are related via a unique identifier "Deal ID".
So this is a dumb question... how do I exclude any sensitive data? I've never sent a PBIX file before 🙂
Hi SirJJAnderson，
As checked the screen shot in your original post, it seems you are counting the number of deals by the field createdate, but the filter fields applied on visual is Date field in table Date... The prolem should be here. Please try to change page-level filter field from "Date" to "createdate" field.
Best Regards
Rena
- SirJJAnderson
Anonymous The Date, createdate, demo_date and hs_date_entered_612408 are all different. The last 3 represent timestamps of when an opportunity entered different stages in our sales pipeline, and the "Date" field is from the date table that I created for the slicer.
The Deal and Deal Date Data Transformed tables are related via a unique identifier "Deal ID".
Happy to share the pbix file but how do I exclude any sensitive data? I've only sent a pbix file once so far and am not really sure how it works as far as the dataset is concerned.
Hi SirJJAnderson ,
It is hard to figure out what's the cause of problem without the related table structures and relationships among the tables. Could you please provide these information? And if it is convenient, could you please create another report file with sample data which include same tables, relationships and visuals with the original one? Then share it with me. Thank you.
Best Regards
Rena
