Filtering

[mkward1967]

I have created a dashboard which has several tables from SQL

• dimdate (calendar table including fiscal period quarters etc.)
• Sales Order Table (includes all sales order and lines)
• (Quotation Tables (includes all quotations and lines)

I am currently using the dimdate table to filter the tables using slicers for sales and quotation data for 

• Fiscal Year
• Fiscal Period
• Fiscal Quarter

I have a lot of fields that are common on both tables

• Product Category
• Product Group
• Sales Territory
• Country
• Industrial Class

I want to filter the data using these tables but not sure how to proceed. I am not sure whether relatinships are the way.

I have started by just bringing in the additional table of sales category. However, the results seem to be rubbish. I there a way to filter so that when I select a product category all tables are filtered using that category or do I have to use relationships?

[Anonymous]

@mkward1967,

Based on your description, you want to create a slicer using product category field, and use the slicer to filter Sales Order table and Quotation table, right? If so, you would need to create relationship between Sales Order table and Quotation table using appropriate field.

If you have any issues about creating relationship between the two tables, please post table structures of the two tables with sample data.

Regards,

[mkward1967]

Thanks for your help however I have realised the error of my ways.

My original information was based on a distinct count on quotes (which is header information). I then decided to use product group from quote detail and expected each product group to add up to previous total. However, I wasn't thinking that this information was from the detail i.e. quote lines and therefore if I used count I would get accurate results for the number of lines but distinct count would only be a distinct count of quotes on which that product group existed. I hope this makes sense?

I guess my solution is probably to place any detail analysis such as parts / product groups / product category on another page. 

Again thank you for your help .

[Anonymous]

@mkward1967,

Please help to share sample data of your tables and post expected result in table based on your sample data.

Regards,
Lydia