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Syndicate_Admin
Administrator
Administrator

From segmenting filters

Hello everyone

I have a problem that I'm not being able to solve so I'm writing to see if anyone can give me a hand or guide me.

I have a dashboard consisting of two data sources (two tables).

1)Sales: Consists mainly of 3 columns: date, income, and type of product.

2)Claims: Consists mainly of 3 columns: date, claim ID and product type.

The relationship I assign was by date, but my idea is that within a dashboard I can filter by date and type of product (two different segmenters) and be able to see the evolution of claims and revenues by type of products in linear graphs and cards.

Thank you very much from now

1 ACCEPTED SOLUTION
amitchandak
Super User
Super User

@Syndicate_Admin , You need to create common dimension of date and product type 

 

Product Type = distinct(union(distinct(Sales[Product Type]),distinct(Claims[Product Type])))

 

Join with both tables and analyze with common tables


To get the best of the time intelligence function. Make sure you have a date calendar and it has been marked as the date in model view. Also, join it with the date column of your fact/s. Refer :radacad sqlbi My Video Series Appreciate your Kudos.

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2 REPLIES 2
Icey
Community Support
Community Support

Hi @Anonymous ,

 


 

I have a dashboard consisting of two data sources (two tables).

 

1)Sales: Consists mainly of 3 columns: date, income, and type of product.

2)Claims: Consists mainly of 3 columns: date, claim ID and product type.

 


Since there is only one different column between the two tables, it is recommended to merge the two tables into one based on date and product type columns.

Icey_0-1644486835784.png

 

Or you can try @amitchandak 's method.

 

 

Best Regards,

Icey

 

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

amitchandak
Super User
Super User

@Syndicate_Admin , You need to create common dimension of date and product type 

 

Product Type = distinct(union(distinct(Sales[Product Type]),distinct(Claims[Product Type])))

 

Join with both tables and analyze with common tables


To get the best of the time intelligence function. Make sure you have a date calendar and it has been marked as the date in model view. Also, join it with the date column of your fact/s. Refer :radacad sqlbi My Video Series Appreciate your Kudos.

Share with Power BI Enthusiasts: Full Power BI Video (20 Hours) YouTube
Microsoft Fabric Series 60+ Videos YouTube
Microsoft Fabric Hindi End to End YouTube

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