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csaethre19
Helper II
Helper II

Group by tables with filtering

I am new to Power BI. I have created some group by tables based on one table. I have field slicers to filter the data visualizations. The field I have chosen for the slicer is from the original table. However, the visualizations based on the group by tables will not be filtered because through the group by operation I lose those fields (as I am counting) and it is a different table than what the field slicer is coming from. 

 

I am not sure if creating group by tables is the best way to go about this or if there is another way so that I can have the grouped by data be affected by filters.

 

How can I ensure that the group by tables are based on the filtered data from the original table?

 

Example: I have a failures table with fields such as failure type, begin time, and lot number. I have a group by table that is grouping by the failure types and displaying them on a line chart where the begin time is the x-axis and the failure types are the y-axis. I then have a lot filter that I need to have applied to this line chart.

 

Thank you

1 ACCEPTED SOLUTION
Ritaf1983
Super User
Super User

Hi @csaethre19 

Without seeing your tables, it is difficult to understand what it is exactly,
However, it sounds as though the data model is not built correctly.
On a basic level, the model should consist of a fact table with transactions and dim tables for filters that describe the contents of each fact (Star schema).
I recommend watching the attached video for a more detailed explanation.

https://www.youtube.com/watch?v=7ciFtfi-kQs

Also, take a look at the Microsoft learning session on the link attached

https://learn.microsoft.com/en-us/training/modules/model-data-power-bi/

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

 

Regards,
Rita Fainshtein | Microsoft MVP
https://www.linkedin.com/in/rita-fainshtein/
Blog : https://www.madeiradata.com/profile/ritaf/profile

View solution in original post

6 REPLIES 6
csaethre19
Helper II
Helper II

@Ritaf1983 Thank you for the resources I have gone through them and they were helpful although I am still not sure how to approach my problem.

 

Do you have any resources on how to work with group by tables with slicer filters? Or just group by tables.

 

If I create a fact table that contains data that I want to aggregate (create group by tables from) that have relationships to dim tables that represent the data I have creating slicers from for filtering purposes - will a group by table that has a relationship to the fact table be affected by the slicers?

 

I basically have fields that users want to filter this data by but I need to represent this data as a group by. I am grouping failure types for unique dates to display on a line graph. So, for each unique date I see how many times each failure occured that day.

Sorry, but I don't understand what a group of tables is.
Although I have been using POWER BI since 2018.
Therefore, I highly recommend attaching a sample.

Regards,
Rita Fainshtein | Microsoft MVP
https://www.linkedin.com/in/rita-fainshtein/
Blog : https://www.madeiradata.com/profile/ritaf/profile

@Ritaf1983 failure table dummy example.PNG

This is a basic example of what I am trying to accomplish for displaying a pass rate on a line chart that can be filtered by other fields of data.

I am using the Group By function in the Transform tab to create a new table that is counting occurences. I will try to create a small dummy example to provide. But hopefully that is more clear now what I am asking. 

As I mentioned, I'm not sure you're working correctly.
If you need aggregated and non-aggregated data.
There is no need for a group by; any measure you create with Dax can accomplish the needed calculations

As soon as you have established groupings in PQ
Data at row level is lost.

Regards,
Rita Fainshtein | Microsoft MVP
https://www.linkedin.com/in/rita-fainshtein/
Blog : https://www.madeiradata.com/profile/ritaf/profile
Ritaf1983
Super User
Super User

Hi @csaethre19 

Without seeing your tables, it is difficult to understand what it is exactly,
However, it sounds as though the data model is not built correctly.
On a basic level, the model should consist of a fact table with transactions and dim tables for filters that describe the contents of each fact (Star schema).
I recommend watching the attached video for a more detailed explanation.

https://www.youtube.com/watch?v=7ciFtfi-kQs

Also, take a look at the Microsoft learning session on the link attached

https://learn.microsoft.com/en-us/training/modules/model-data-power-bi/

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

 

Regards,
Rita Fainshtein | Microsoft MVP
https://www.linkedin.com/in/rita-fainshtein/
Blog : https://www.madeiradata.com/profile/ritaf/profile

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