Solved: Re: Filtering Question....

Anonymous · ‎04-14-2019

Hi,

I had an advanced find in my CRM program and I am having a hard time translating into PowerBi.

It looks like below.

If I filter down the dates in my query, I lose the other stages.

Any help would be great 🙂

Cindy

Anonymous · ‎04-15-2019

I have one column in my data set that has five stages:

1. Identified

2. Approved

3. In-Process

4. Implemented

5. Completed

I want to bring in all rows for the first 2 stages.

I want to then filter the Actual Start Date from stage 3 to be after 1/1/2018.

I also want to do this stage 4 with the actual implementation date to be after 1/1/2018.

I am not sure how to filter this with DAX.

View solution in original post

parry2k · ‎04-15-2019

@Anonymous you can put a slicer visual on the page and use this column in slicer, and based on the selection in the slicer, your data will get filter.

If you can provide a sample data in excel using onedrive/google drive, remove any sensitive information and I can get you the working solution.

Subscribe to the @PowerBIHowTo YT channel for an upcoming video on List and Record functions in Power Query!!

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View solution in original post

Anonymous · ‎04-15-2019

I have one column in my data set that has five stages:

1. Identified

2. Approved

3. In-Process

4. Implemented

5. Completed

I want to bring in all rows for the first 2 stages.

I want to then filter the Actual Start Date from stage 3 to be after 1/1/2018.

I also want to do this stage 4 with the actual implementation date to be after 1/1/2018.

I am not sure how to filter this with DAX.

parry2k · ‎04-15-2019

@Anonymous you can put a slicer visual on the page and use this column in slicer, and based on the selection in the slicer, your data will get filter.

If you can provide a sample data in excel using onedrive/google drive, remove any sensitive information and I can get you the working solution.

Subscribe to the @PowerBIHowTo YT channel for an upcoming video on List and Record functions in Power Query!!

Learn Power BI and Fabric - subscribe to our YT channel - Click here: @PowerBIHowTo

If my solution proved useful, I'd be delighted to receive Kudos. When you put effort into asking a question, it's equally thoughtful to acknowledge and give Kudos to the individual who helped you solve the problem. It's a small gesture that shows appreciation and encouragement! ❤

Did I answer your question? Mark my post as a solution. Proud to be a Super User! Appreciate your Kudos 🙂
Feel free to email me with any of your BI needs.

parry2k · ‎04-14-2019

@Anonymous sorry not very clear about your ask. Read ths post to get your answer quickly.

Subscribe to the @PowerBIHowTo YT channel for an upcoming video on List and Record functions in Power Query!!

Learn Power BI and Fabric - subscribe to our YT channel - Click here: @PowerBIHowTo

If my solution proved useful, I'd be delighted to receive Kudos. When you put effort into asking a question, it's equally thoughtful to acknowledge and give Kudos to the individual who helped you solve the problem. It's a small gesture that shows appreciation and encouragement! ❤

Did I answer your question? Mark my post as a solution. Proud to be a Super User! Appreciate your Kudos 🙂
Feel free to email me with any of your BI needs.