Skip to main content
cancel
Showing results for 
Search instead for 
Did you mean: 

Join us for an expert-led overview of the tools and concepts you'll need to become a Certified Power BI Data Analyst and pass exam PL-300. Register now.

Reply
Aristotelis
Frequent Visitor

Filter table based on occurences in several columns of another table

Hi!
In a comercial process where we need to 'win' up to 4 parts to achieve a sale, we have a data table with hundreds of lines that looks like this:
Data table

ProcessWonPart1WonPart2WonPart3WonPart4
AB101JohnMaryJohnPeter
AB102 PeterGeorgeJohn
AB103MaryMaryMaryMary
AB104Andrew MarkJohn


In the dashboard I have created a table-visual summarising the results and added a simple score system (part 1 and 2 gain 3 points  each, and part 3 and 4 gain 2 points each), like this:
Summary Table (visual)

PersonWonPart1WonPart2WonPart3WonPart4TotalPoints
John1 129
Mary121113
Peter 1 15
Andrew1   3
Mark  1 2
George  1 2


Below this I am creating a detail table-visual that will show a lot of details regarding each of the above processes (something like the first data table shown above, but with a lot more columns regarding the process).

The challenge
is to be able to filter this detail table-visual, based on the selections (single or multiple) clicked on the summary table, so as to show only the processes that contain the people (in any of the 4 parts) that are selected by the user in the summary table.

For example if the user selected the first line of the summary table (John), the detail table should only show the processes where John won at least one of the 4 parts.
The same logic should apply when the user selects multiple lines (i.e. multiple people) in the summary table.

How can this be done?

1 ACCEPTED SOLUTION

The cross-filtering works automatically when I select John and Mary:

AlexisOlson_0-1700593431965.png

 

 

View solution in original post

4 REPLIES 4
AlexisOlson
Super User
Super User

I think this will be much easier if you unpivot your data table.

https://learn.microsoft.com/en-us/power-query/unpivot-column

 

When your data is reshaped, cross-filtering should work automatically.

Hi @AlexisOlson , thanks for your answer.

I created I unpivoted my table.

The question though remains, how do I filter the detailed table every time the user selects one or more lines of the Summary table visual?

The summary table is showing lines of persons. The detailed table is showing lines of processes where a person may have executed each one of the 4 steps of the process. 
The ask remains. Example: User selectes John and Mary lines in the summary table. => The detailed table is automatically filtered to show only the lines (processes) where John or Mary have done any of the 4 steps of that process.
Help please.  

The cross-filtering works automatically when I select John and Mary:

AlexisOlson_0-1700593431965.png

 

 

Fantastic @AlexisOlson , thanks for persisting and thanks sharing the pbix file, it did the trick! 

Thank you very very much!

Helpful resources

Announcements
July PBI25 Carousel

Power BI Monthly Update - July 2025

Check out the July 2025 Power BI update to learn about new features.

Join our Fabric User Panel

Join our Fabric User Panel

This is your chance to engage directly with the engineering team behind Fabric and Power BI. Share your experiences and shape the future.

June 2025 community update carousel

Fabric Community Update - June 2025

Find out what's new and trending in the Fabric community.