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ruiner's avatar
ruiner
Frequent Visitor
3 years ago

Filtering based on parent grouping

I have a table laid out like this:   EmployeeId CompanyId FinancialPeriodId GroupId StatusId 1 10 5 1 1   My visual is grouped by company, financial period and then status. I nee...
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ruiner's avatar
ruiner
Frequent Visitor
3 years ago

Thanks v-yueyunzh-msft,

 

I have a computed column that combines the composite fk and have set the relationship between the tables manually.

The fields in the slicer are from tables related to the Positions table; they are filtering it correctly because I've added a count field to the visual and it is correct.

 

It is also the only visual at the moment so the only thing I can do with Edit Interactions is turn the slicers off for that one visual.

 

The numbers displayed in the visual are actually a bit lower than expected from the SQL query. I'm not sure that the computed tables are ungrouping by status id and regrouping by employee id correctly.

 

Thanks for the help

  • v-yueyunzh-msft's avatar
    v-yueyunzh-msft
    Community Support
    3 years ago

    Hi , ruiner

    This seems to be a DAX question, can you provide more sample data and then provide us with the result data you ultimately want to get on the visual as tabular form ？

    If you're filtering by slicers, you can't use a new table, you need to do so with measures. And if you place some fields on the visual, the calculation occurs in the filtered context of the placed field.

     

    Thank you for your time and sharing, and thank you for your support and understanding of PowerBI! 

     

    Best Regards,

    Aniya Zhang

    If this post helps, then please consider Accept it as the solution to help the other members find it more quickly

    • ruiner's avatar
      ruiner
      Frequent Visitor
      3 years ago

      Hi, v-yueyunzh-msft 

       

      Here is a set of sample data for the Position table.

       

      EmployeeCodeEmployeeGroupIdEmployeeStatusIdFiscalPeriodIdCompanyIdId
      111111
      111112
      212113
      221114
      312115
      411116
      511117
      512118
      612119
      1221110

       

      The results from the visual for this sample data look like this. The slicer should be filtering out employee group 2.

      DistinctEmployeeCount is produced by this measure.

       

      DistinctEmployeeCount = 
    CALCULATE(
        COUNT(PositionSample[EmployeeCode]),
        FILTER(
            PositionSample,
            RELATED(Headcount[EmployeeStatusCount]) = 1
        )
    )

       

       

      And finally, here are the expected results.

       

      Thanks for your help!

      • v-yueyunzh-msft's avatar
        v-yueyunzh-msft
        Community Support
        3 years ago

        Hi, ruiner 

        Thanks for your quick reponse!

        I'm very sorry that there is no way to understand your arithmetic logic.

        Accoridng to the sample data , when you filter the [employee group]=2 , it shows the table like this:

        And then the [DistinctEmploymentCount] measure seems to calculate the sum of the "EmployeeCode" where the [EmployeeStatusCount]=1 in the 'Headcount' Table.

        And from your sample data , i still do not understand how to get the table when  filter the [employee group]=2?

        Can you give me the sample data in 'Headcount' Table and explain the detailed calculation for the table you want to get in the end?

         

        Thank you for your time and sharing, and thank you for your support and understanding of PowerBI! 

         

        Best Regards,

        Aniya Zhang

        If this post helps, then please consider Accept it as the solution to help the other members find it more quickly