Solved: Filtering

dpeek1230 · ‎02-17-2025

I am trying to filter sales data to only select those records that match to a column (column has a formula) it is either (0,1) in another table. I am trying to filter sales units, forecasted and budgeted units. Can you help with DAX?

rohit1991 · ‎02-17-2025

Hi @dpeek1230

If the Sales table is related to the other table, use CALCULATE with RELATED to include only rows where the filter column equals 1. If there’s no relationship, use LOOKUPVALUE to bring the 0/1 flag into the Sales table and filter accordingly. Just make sure the filter column only has 0 or 1 values, so the results remain accurate. This way, you can easily analyze only the relevant sales, forecast, or budget records.

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rohit1991 · ‎02-17-2025

Hi @dpeek1230

If the Sales table is related to the other table, use CALCULATE with RELATED to include only rows where the filter column equals 1. If there’s no relationship, use LOOKUPVALUE to bring the 0/1 flag into the Sales table and filter accordingly. Just make sure the filter column only has 0 or 1 values, so the results remain accurate. This way, you can easily analyze only the relevant sales, forecast, or budget records.

Did it work? ✔ Give a Kudo • Mark as Solution – help others too!