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Faw
Frequent Visitor

How do I add an include/exclude slicer that retains some of a rows data??

Hi,

I have a dashboard pulling data from a .csv file with the data columns below (the pic below is an abridged excel version with dummy data).

 

I'd like to add is a slicer referencing the 'Campaign' column that allows me to 'Include ad-hoc campaign value' or 'exclude ad-choc campaign value' but (and this is where I've got lost online) I only want it to include or exclude the ad-hoc campaign value from the calculated 'Total Value' column - I want to retain the sum of sales in my dashboard (and just filter in/out the resulting value of these ad-hoc sales)

 

So based on my snippet below 'Include ad-hoc campaign value' would return 960 sales with a value of £19,300.

'Exclude ad-hoc campaign value' would return 960 sales with a value of £12,000.

BIquery.PNG

 

 

 

 

Any help would be hugely appreciated - Thanks!

1 ACCEPTED SOLUTION
parry2k
Super User
Super User

@Faw you need to create another table with two options, include or exclude and then use it in the slicer, and for total value use this measure:

 

Total Value = 
SUMX ( 
    YourTable,
    VAR __selectedSlicerValue = SELECTEDVALUE ( SlicerTable[SlicerCol], "Include" )
    VAR __ProductValue = IF ( __selectedSlicerValue = "Exclude" && YourTable[Campaign] = "Ad-hoc", 0, YourTable[Product Value] )
    RETURN
       YourTable[Qty] & __ProductValue
)
 

 

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View solution in original post

4 REPLIES 4
parry2k
Super User
Super User

@Faw you need to create another table with two options, include or exclude and then use it in the slicer, and for total value use this measure:

 

Total Value = 
SUMX ( 
    YourTable,
    VAR __selectedSlicerValue = SELECTEDVALUE ( SlicerTable[SlicerCol], "Include" )
    VAR __ProductValue = IF ( __selectedSlicerValue = "Exclude" && YourTable[Campaign] = "Ad-hoc", 0, YourTable[Product Value] )
    RETURN
       YourTable[Qty] & __ProductValue
)
 

 

👉 Learn Power BI and Fabric - subscribe to our YT channel - @PowerBIHowTo



Subscribe to the @PowerBIHowTo YT channel for an upcoming video on List and Record functions in Power Query!!

Learn Power BI and Fabric - subscribe to our YT channel - Click here: @PowerBIHowTo

If my solution proved useful, I'd be delighted to receive Kudos. When you put effort into asking a question, it's equally thoughtful to acknowledge and give Kudos to the individual who helped you solve the problem. It's a small gesture that shows appreciation and encouragement! ❤


Did I answer your question? Mark my post as a solution. Proud to be a Super User! Appreciate your Kudos 🙂
Feel free to email me with any of your BI needs.

Faw
Frequent Visitor

Thanks so much - thats now working and its a great bit of knowledge for future projects!

parry2k
Super User
Super User

@Faw does it need to be a column? As a best practice, you should be adding this as a measure.

 

👉 Learn Power BI and Fabric - subscribe to our YT channel - @PowerBIHowTo



Subscribe to the @PowerBIHowTo YT channel for an upcoming video on List and Record functions in Power Query!!

Learn Power BI and Fabric - subscribe to our YT channel - Click here: @PowerBIHowTo

If my solution proved useful, I'd be delighted to receive Kudos. When you put effort into asking a question, it's equally thoughtful to acknowledge and give Kudos to the individual who helped you solve the problem. It's a small gesture that shows appreciation and encouragement! ❤


Did I answer your question? Mark my post as a solution. Proud to be a Super User! Appreciate your Kudos 🙂
Feel free to email me with any of your BI needs.

Faw
Frequent Visitor

Hi @parry2k , it's currently a column, but I can change it to a measure (especially if it leads to a solution for this!) Thanks

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