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tjlundquist1's avatar
tjlundquist1
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4 years ago
Solved

Filtering a Matrix to a specific row-level that contains a Value

Trying to figure out a way to filter the 2nd row, Line # if it contains the selected name value in the 3rd row of the matrix. I want to still be able to see the rest of the names on the particular Line #. 

Currently, as expected when I add the name to a filter and select a name, I only see lines with that name and only that name on the line.

Example below on the LEFT, when I filter to Morgan - I only see Morgan and I don't see Joshua or Lori.. etc.

Example below on the RIGHT, Expected Results when I filter to Morgan

 

 

 

 

Looking for a way to filter to a specific row in the matrix. I appreciate any help/ tips anyone has! 

Thanks!

 

  • tjlundquist1 

    I have Employee Table, I select 3 column in Matrix Table Department, Gender and First Name

    I go to Power Query, create a Refrence Table from Employee Table and Delete all Column Expect First Name and Department. Remove Duplicate from First Name

    Then I make relationship with Department col (new refrence table) to Department col (main table) and use FirstName in slicer

     

    If you have any question, please let me know.
    If solve your requirement, please mark this answer as SOLUTION
    If this comment helps you, please LIKE this comment/Kudos

3 Replies

  • PijushRoy's avatar
    PijushRoy
    Icon for Community Champion rankCommunity Champion

    Hi tjlundquist1 

    Your requirement is not clear to me
    Can you create sample excel data and share here
    Also share what is output result
    Filter, do you use slicer or filter pane?

    • tjlundquist1's avatar
      tjlundquist1
      Icon for Helper I rankHelper I

      PijushRoy 
      Using a slicer. When you use a normal slicer with one level of data, you slice all data by that value. For my 3rd row in the matrix (adjuster), there can be multiple values per Line # (2nd row in matrix). I want to filter the matrix to not just see the one specific adjuster, I want to see all Line #'s that include that name.

       

      See the other example below. I know that you can't search in a slicer and select all, so that's the part I'm trying to get around. I have a slicer with the same 3 levels, if I search Morgan and pick on of the Claim #'s you can see that it shows all the adjusters on the Line # (2nd level).

       

      If I don't have the multiple levels, and just search her name:

       

      The 3 level slicer works, however without the ability to select all after you search for the value - it's worthless. There's 1,000's of rows that my users would have to ctrl + click on to get the desired output.

       

      Looking for a better way around this.

       

       

       

  • PijushRoy's avatar
    PijushRoy
    Icon for Community Champion rankCommunity Champion

    tjlundquist1 

    I have Employee Table, I select 3 column in Matrix Table Department, Gender and First Name

    I go to Power Query, create a Refrence Table from Employee Table and Delete all Column Expect First Name and Department. Remove Duplicate from First Name

    Then I make relationship with Department col (new refrence table) to Department col (main table) and use FirstName in slicer

     

    If you have any question, please let me know.
    If solve your requirement, please mark this answer as SOLUTION
    If this comment helps you, please LIKE this comment/Kudos