Forum Discussion
Filter out data if on another table
amy2x23 Assuming you have relationships as below,
QuoteNumber[QNumber] ->(1 to many) OpportunityNames[QNumber]
QuoteNumber[QNumber] ->(1 to many) QuoteNames[QNumber]
in power bi desktop simply create a slicer from table QuoteNumber with QNumber column and create one table visual for each OpportunityNames and QuoteNames table. Then simply select all values in slicer except '123 Promo' and you will see both tables filtered without that or select only '123 Promo' to find out number of rows that has that quote number.
Yes, I have the relationship built, but filtering like that with a slicer isn't ideal being that it could be hundreds of "clicks" on the slicer.
Also, the "123 Promo" has been spelled many different ways because several different people enter that information. For example; 1.2.3. Promo, 1-2-3 Promo, 123-Promo, etc.
And once I'm done corraling all this information, I need to bring in more revenue that will be coded something different like "Group A Promo" and finally a third group with "Bargain Bin Promo".
Also, I know zero about DAX and I'm trying to learn that soon, however I understand SQL and Excel formulas, so I'm not completely without coding/formula knowledge.