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Moehimby
Helper II
Helper II

I want to use a table to filter a report page, but hide it. Once hidden visuals no longer filter.

Hello! So thankful that you're all here willing to help.

 

I'm building an Account Management report which has a button to toggle on a panel that will show a slicer to select District Manager, and a Table which will show the accounts that district manager owns with data,

 

What I want to do is when the filter button is pressed, the drop down pane will show, the user will select which DM they are and then be able to click on an Account within the table to filter the whole page in the visual.

 

Problem is, once the Drop Down is hidden, the value selected in the table no longer filters the page (e.g. once the table is hidden, all the visuals show are the total values for the District Manage). The value from the Slicer DOES stay applied even if hidden.

 

I'm wondering if there's any way to correct this? I've tried creating Bookmarks and clicked "data" on and off in the selection for the bookmark but to no avail. I'll attach a picture and hopefully this will all make sense. Appreciate your help in advance!!

 

IMAGES (sorry I couldn't get them to upload)

 

Image 1 when user hits a button a "drop down" panel with a slicer and a table appear: https://files.catbox.moe/urpuxn.png

 

Image 2 I'd like user to select himself from the DM list slicer, then select an account to focus on using the table. When the table is visible it does filter the page, once the table is hidden the table filter is no longer applied to the page but the slicer stays : https://files.catbox.moe/1lw2y1.png

1 REPLY 1
Moehimby
Helper II
Helper II

Answered my only question if anyone comes across this with the same problem - what I'm trying to do can't be done with tables. I had to add a second slicer for the customer selection, there's no way around it.

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