Forum Discussion
Filtering and using slicers
All,
I'm having some trouble with filtering. I'm trying to filter CRM data based on several parameters. I want the output to show up using the card visual. For example, if I filter by a certain sales user, and all opportunities that are in Presentation stage, I want it to show that information. However, if I filter by just the sales user, I want to see all opportunities at the various stages and other items I've identified (customer, date created, revenue, etc.). The issue I'm running in to, is I want these cards to remain filtering for the different stages in the business process flow. To clarify, we have 6 we are monitoring: Presentation, Quote, Negotiation, Total, Won, and Lost. When I re-render the visuals, the various filtering for Presentation, etc., gets lost and you have to reapply the filter. I want it to be persistent. Is there a way I can achieve this?
amitchandak I found the issue was that I was not saving my book mark views with the proper filters. This was causing the filter on my slicers to revert to default. Once I saved the views on the bookmarks, it loads up by default with what I need to view. Thanks for taking the time to offer assistance.
2 Replies
swebb , if the sales user is present in all stages, it should work by default. If you need to ignore come filter then you have use all, and removefilters.
or you have to use an independent table
https://www.linkedin.com/pulse/five-recent-power-bi-functions-you-should-use-more-often-amit-chandak
Power BI How ALL Works: https://youtu.be/LXgzlZ38mwU
Power BI Exclude selected Slicer value, Independent Table: https://youtu.be/lOEW-YUrAbE
amitchandak I found the issue was that I was not saving my book mark views with the proper filters. This was causing the filter on my slicers to revert to default. Once I saved the views on the bookmarks, it loads up by default with what I need to view. Thanks for taking the time to offer assistance.
