Forum Discussion

Anonymous's avatar
Anonymous
Not applicable
4 years ago

Help with filtering on multiple delimited columns

I run an email campaign where I need to input a static file into the email system and utilize multiple mail merge fields to present a table to the user with a number of tasks they need to complete.

 

The issue we have is the system is not intelligent enough to detect there are multiple rows and transpose them. I know I can group the email column and then delimit the remaining columns into the right number of columns that I need for my email/mail merge system, but I do have the added requirement of being able to filter on specific tasks or due dates so not to inundate the user with a bunch of unneeded information. I could create a slicer that filters out the task or due date but I need to other corresponding columns to also filter out. See two examples below (“dataset with task 1 filtered out” compared to “Transposed dataset” and “dataset with duedate 1 filtered out” compared to “transposed dataset”)

 

Original dataset

 

Email

Project Tasks

Due Date

[email protected]

Task1

Date1

[email protected]

Task2

Date2

[email protected]

Task1

Date3

[email protected]

Task4

Date1

 

Transposed dataset

 

Email

Project Tasks.1

Project Tasks.2

Project Tasks.3

Due Date.1

Due Date.2

Due Date.3

[email protected]

Task1

Task2

null

Date1

Date2

null

[email protected]

Task1

Task4

null

Date3

Date1

null

 

 

Dataset with Task1 filtered out

 

Email

Project Tasks.1

Project Tasks.2

Project Tasks.3

Due Date.1

Due Date.2

Due Date.3

[email protected]

Task2

null

null

Date2

null

null

[email protected]

Task4

null

null

Date1

null

null

 

Dataset with DueDate 1 filtered out

 

Email

Project Tasks.1

Project Tasks.2

Project Tasks.3

Due Date.1

Due Date.2

Due Date.3

[email protected]

Task2

null

null

Date2

null

null

[email protected]

Task1

null

null

Date3

null

null

 

For full context, I have like 9 different original columns that end up being delimited into 30 delimited columns each. It’s a lot but it’s for a mail merge so it’s expected.

 

Hoping for help on how to get these filters in place! Duplicating the columns before I group causes issues and I’m not sure which way to go.

4 Replies

  • Anonymous , Not very clear. If your dataset is in the format of the Original dataset, where I do not see any delimited  column.

    You should keep it as , and use matrix visual and slicer as per need

    • Anonymous's avatar
      Anonymous
      Not applicable

      amitchandak sorry it wasn't clear. From the original dataset, I grouped by email, split the text of the remaining columns by a delimiter, then split each of the columns. That got me the transposed dataset. 

       

      • v-chenwuz-msft's avatar
        v-chenwuz-msft
        Icon for Community Support rankCommunity Support

        Hi Anonymous ,

         

        Did you use power query eidtor to transpose original dataset? It may be better to use the original dataset as the data table for maritx table visual.

        If you select task 1, then only task 1 column will be left.

         

        Or share your pbix file without sensitive data and expect result.

         

        Best Regards

        Community Support Team _ chenwu zhu

         

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