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Anonymous
Not applicable

How to create a Slicer (Month) with two different tables?

Is it possible to create a slicer that uses the same parameter (MONTH) for two cards that count rows in different tables? I have the same column in both tables (MONTH).

For example: I created cards couting rows from two tables (view_leads[ ] and view_opportunities[ ]) in order to show how many leads (count) we created in that month and how many opportunities (count) we vreated in that month.

I might have opportunities being created for leads that were added to the database in a different month than the current.
 
So I need a slicer that understands when I select the month, count leads created in view_leads[ ] and in view_opportunities[ ].

I created a supporting table called MonthTable(data dimmension), with a column called Month and I create a relationship between view_leads[ ] and in view_opportunities[ ] based on the same column month and selected the Month from the supporting MonthTable(data dimmension) on my Slice.
 
It didn't work, any ideas?
 
Thanks for helping.
 
pbi.png
1 ACCEPTED SOLUTION
richbenmintz
Solution Sage
Solution Sage

Hi @Anonymous ,

 

Is there a reason that Lead and Opportunities are related? 

You can try the following measure to use the inactive relationship defined between MonthTable and view_opportunites

opp count = calculate(countrows('view_opportunities'), userelationship('monthtable'[Month(Full)],'view_opportunities'[MONTH]))


I hope this helps,
Richard

Did I answer your question? Mark my post as a solution! Kudos Appreciated!

Proud to be a Super User!


View solution in original post

5 REPLIES 5
richbenmintz
Solution Sage
Solution Sage

Hi @Anonymous ,

 

Is there a reason that Lead and Opportunities are related? 

You can try the following measure to use the inactive relationship defined between MonthTable and view_opportunites

opp count = calculate(countrows('view_opportunities'), userelationship('monthtable'[Month(Full)],'view_opportunities'[MONTH]))


I hope this helps,
Richard

Did I answer your question? Mark my post as a solution! Kudos Appreciated!

Proud to be a Super User!


Anonymous
Not applicable

Yes,  I have an entity called owner_ID (sales person) on both tables.

Hi @Anonymous,

 

I Would Suggest that you create an Salesperson dimension, and join that to both tables, then you slice both tables by the sales person and the month relationship can be active between month and both facts



I hope this helps,
Richard

Did I answer your question? Mark my post as a solution! Kudos Appreciated!

Proud to be a Super User!


Anonymous
Not applicable

Actually I did that, and the relationship is between de lead ID in view_leads[ ] and lead_owner_ID in view_opportunities[ ].

 

pbi.png

Hi @Anonymous,

 

Then you can remove your relationship between leads and opportunities and make the relationship between MonthTable and view_opportunities active



I hope this helps,
Richard

Did I answer your question? Mark my post as a solution! Kudos Appreciated!

Proud to be a Super User!


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