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Jverburg
Frequent Visitor

How do I take the data given to me from a filtered table and put it in a new visual?

Is there anyway to take the results of a filtered visual and put them in a new visual? Specifically can I take one column from a filtered visual and display a different visual based on that data? For example, if I had a table with campaign name, contact, and account name, and I filtered it by campaign name. Could I take the resulting Account names and put them in a new visual that displays all opportunities attached to those accounts? The first table would show only opportunities attached to the contact because that is where the connection is between campaign, contact, and account. But I want a second visual that shows all opportunities related to account regardless of contact. Please Help.

2 REPLIES 2
Ritaf1983
Super User
Super User

Hi @Jverburg 

Please provide sample data that covers your issue or question completely, in a usable format (not as a screenshot).
https://community.powerbi.com/t5/Community-Blog/How-to-provide-sample-data-in-the-Power-BI-Forum/ba-...

Please show the expected outcome based on the sample data you provided.

https://community.powerbi.com/t5/Desktop/How-to-Get-Your-Question-Answered-Quickly/m-p/1447523

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

Opportunity Table

Opportunity NameAccount IDContact IDOpportunity IDOpp Created Date
Nova Nexus - Product 1123AMELI2331/1/2023
Nova Nexus - Product 2123ETHAN23412/1/2023
Crestwood - Product 1321LEOHA2356/19/2023
Apex Synergy - Product 2456NOAHC2368/10/2023
Zenith - Product 1654ADRIA2375/11/2023
Zenith - Product 2654ADRIA2381/16/2023
Zenith - Product 3654HARPE23910/10/2023


Account Table

Account NameID
Nova Nexus Enterprises123
Crestwood Innovations321
Apex Synergy Solutions456
Zenith Dynamics Group654


Campaign Table

Campaign NameCampaign IDCampaign End Date
Operation Celestial Harmony11/2/2023
Project Quantum Nexus26/3/2023
Crimson Horizon Initiative37/4/2023
Stellar Unity Campaign411/5/2023
Shadow Serenity Crusade512/20/2023


Campaign Influence Table

Campaign IDOpportunity ID
1233
1234
1239
1235
2236
3236
4235
4233
4237
4238
5236
5239


This is the result im hoping for

Jverburg_0-1704999365605.png

Basically, if I change the campaign name in the slicer, It will update the first table visual, then the second table visual will be filtered by those resulting account names in the first visual and showing all opportunities related to those account names. (this is sample data not real data)





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