Looking for help creating a summary table

Hi Anonymous ,

To make your custom summary table responsive to slicers in Power BI, there are a few steps you can follow:

• Ensure Relationships are Set Up Correctly: Make sure your base table with the mandatory training information is properly linked to any slicer tables (e.g., date or department slicers). The relationships should be correctly set to either one-to-many or many-to-one, depending on your data model.
• Use a Matrix Visual Instead: Instead of a custom summary table, you can use a Matrix visual, which allows you to display your measures in rows and columns, and it responds well to slicers. Here's how to set it up:
  • Place the Module (e.g., “Essential Content - Health and Wellbeing”) in the Rows.
  • Add your measures (e.g., “Complete” and “Incomplete”) in the Values section.
• Dynamic Measures: If you want the matrix to react dynamically to slicers, ensure that your measures are written using DAX in a way that they respect the slicers. Your existing measure seems fine, but ensure it's set up properly with context:  Complete_Suicide_Awareness =
  CALCULATE(
  COUNTROWS('Induction Tracking'),
  'Induction Tracking'[Essential Content – Suicide Awareness] = "Complete")                                                                                Repeat a similar formula for the “Incomplete” status.
• Create a Custom Table Using DAX: If you still want to use a custom table (not the Matrix visual), you can create a Calculated Table using DAX that pulls data dynamically:                                                                                                                      SummaryTable =
  SUMMARIZE(
  'Induction Tracking',
  'Induction Tracking'[Module],
  "Complete", [Complete Measure],
  "Incomplete", [Incomplete Measure])                                                                                                                                      Ensure that the measures [Complete Measure] and [Incomplete Measure] reference the base table directly and are responsive to slicers.  
• Use a Card Visual for Individual Measures: If you prefer to display measures individually in a table format, you can set up Card visuals for each measure and arrange them side by side in a way that resembles a table. Cards respond to slicers by default.

This approach should allow you to achieve the summary table you want, with slicers affecting the displayed values dynamically. Let me know if you need further details on any step!

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Hi Anonymous , hello grazitti_sapna, thank you for your prompt reply!

Because the summary table is implemented through a calculated table, it is determined at the time of model creation and therefore will not respond to the slicer in the report.

As a workaround, we suggest using the table or matrix visual to display the measures you have created.

This will ensure that the data updates dynamically based on the slicer selections.

Additionally, please check that the fields used by your slicer are associated with the fields involved in the visual.

If the slicer's fields are not directly associated with the visual, the slicer will not be able to filter the relevant data.

Best regards,

Joyce

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