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DPCCGF
Helper IV
Helper IV

Filtering Question

Hi, I have a question on filtering.  In the image below I have a filter for Manager.  In the report I have the Manager field which is the third drill down for this matrix.  What I need to do is allow a manager to filter on Manager then show not just their records where they are a Manager, but the other managers for the Level 1 field.  So on the first example if Level 1 is John Smith and he had 3 managers for these weeks, one of them being me, I can filter for myself and then all Level 1 which had me show, including other managers for that Level 1, does that make sense?

 

 

DPCCGF_0-1678887984726.png

 

3 REPLIES 3
DPCCGF
Helper IV
Helper IV

Basically, when I use the Manager filter I want to get all the rows for a given employee where I am at least one of the Employees manager for that week.  So as an example, if I select Chris F for Manager in my filter, or however, I would get all the records for John Smith below (4 rows), but nothing returned for Mary Alto.  Right now the filter will just return one record, the one for Chris F

 

Hope this helps somewhat.

 

Employee NameManager
John Smith

Roland Moore

John SmithRoland Moore
John SmithChris F
John SmithJessica Kirk
Mary AltoRobert Smith
Mary AltoJames Schlitz

so you don't want to filter by manager. you want to filter by employee and then "filter up"  to the next higher level. Formulate a measure accordingly.  You may also need to use disconnected tables.

 

Make sure your report users understand what you are doing as it is contrary to expected "standard" UX.

 

Please provide sample data that covers your issue or question completely, in a usable format (not as a screenshot).
https://community.powerbi.com/t5/Community-Blog/How-to-provide-sample-data-in-the-Power-BI-Forum/ba-...
Please show the expected outcome based on the sample data you provided.

https://community.powerbi.com/t5/Desktop/How-to-Get-Your-Question-Answered-Quickly/m-p/1447523

lbendlin
Super User
Super User

not really.  Please elaborate.

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