Forum Discussion
How to create a clickable summary table from a data
Hello Everyone!
I have a data set with have mulitple columns relating to financial transactions like, transaction ID, Customer Name, Address, DOB, etc.
I am trying to build a dashboard report which will have two tables,
View 1) The actual data shown
View 2) A summarry table which calculates and summarises unique, null, blank, zero, negative values for the underlying data (which is in view 1).
I am having a hard time to be able to create a relation in a way that Example; if the negative values for DOB shows there are 50 rows with negative DOB, if we click the 50 in view 2, view 1 gets filtered for only those 50 rows. Basically view 2 act as a slicer/filter for view 1.
Really appreciate if anyone can help with this or direct to resources for this issue.
Hi, Anonymous
You can do this using bookmarks and buttons. For each summary value that you want to act as a filter, create a bookmark that captures the status of the filtered report page.
Create report bookmarks in Power BI to share insights and build stories - Power BI | Microsoft Learn
Create buttons in Power BI reports - Power BI | Microsoft Learn
Alternatively, you can use drillthrough to allow users to click on a value in a summary table and view detailed data in another page filtered based on their selection.
Set up drillthrough in Power BI reports - Power BI | Microsoft Learn
How to Get Your Question Answered Quickly
Best Regards
Yongkang Hua
If this post helps, then please consider Accept it as the solution to help the other members find it more quickly.
1 Reply
Hi, Anonymous
You can do this using bookmarks and buttons. For each summary value that you want to act as a filter, create a bookmark that captures the status of the filtered report page.
Create report bookmarks in Power BI to share insights and build stories - Power BI | Microsoft Learn
Create buttons in Power BI reports - Power BI | Microsoft Learn
Alternatively, you can use drillthrough to allow users to click on a value in a summary table and view detailed data in another page filtered based on their selection.
Set up drillthrough in Power BI reports - Power BI | Microsoft Learn
How to Get Your Question Answered Quickly
Best Regards
Yongkang Hua
If this post helps, then please consider Accept it as the solution to help the other members find it more quickly.