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Tony5
Helper I
Helper I

How to get page view filters to apply in SUMMARIZECOLUMNS ?

I'm in a bit of a pickle. I saved a dummy PBIX as reference in https://1drv.ms/u/s!Auva6_FSOsP03BrdzUVDIFr-KvJy?e=z3bh5K

 

In the report page, you'll see 3 tables. Top half shows 2 tables when the parameter is a 3. Let's focus there. Now on to my image...

Outbound Dummy1.png

I'd like to have the "270" (which is follow-up calls with call attempts of 3+), be taken out of that cell, and be added to the "Unreachable" row instead. I figured I can just create a new table, and then just do my manipulations from there, my problem is that, I can't figure out how to make filters relevant on the source tables before they get summarized. Any nudge in the right direction would be appreciated.

 

TLDR: how to make page view filters affect your SUMMARIZECOLUMNS function?

1 ACCEPTED SOLUTION
swise001
Continued Contributor
Continued Contributor

@Tony5 

 

Add this calculated column to Sheet2

For Summary =
IF (
    RELATED ( Lookup[Category Group] ) = "For Follow-up"
        && Sheet2[Attempts 3] = "3+",
    "Unreachable",
    RELATED ( Lookup[Category Group] )
)

 

Then switch out the axis label in your matrix from Category Group - to "For Summary" (or what ever you want to call it)

swise001_1-1597941085090.png

 

You don't need the summarized tables.

 

swise001_0-1597941020423.png

 

You 'could' create another Category Group reference table and create a relationship to the "For Summary" column.  You would get the same result.  

 

View solution in original post

3 REPLIES 3
swise001
Continued Contributor
Continued Contributor

@Tony5 

 

Add this calculated column to Sheet2

For Summary =
IF (
    RELATED ( Lookup[Category Group] ) = "For Follow-up"
        && Sheet2[Attempts 3] = "3+",
    "Unreachable",
    RELATED ( Lookup[Category Group] )
)

 

Then switch out the axis label in your matrix from Category Group - to "For Summary" (or what ever you want to call it)

swise001_1-1597941085090.png

 

You don't need the summarized tables.

 

swise001_0-1597941020423.png

 

You 'could' create another Category Group reference table and create a relationship to the "For Summary" column.  You would get the same result.  

 

Wow. Thank you so much for the simple solution. I swear I spent an embrassing amount of time trying to resolve this on my own yesterday. Appreciate the assistance!

lbendlin
Super User
Super User

Here's some pseudo code.

 

IF(SELECTEDVALUE([Parameter])=3 && SELECTEDVALUE([CategoryGroup])="3+",<do one thing>,<do the other thing>)

 

Note that this will mess with your totals, so you may have to employ HASONEVALUE() as needed.

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