NON-related Slicer (multi selection problem)

[bajimmy1983]

Hello again community.

Could you please help me with this simple human logic (I think), but a little tricky for DAX calculations? I have 90% of work done, but I cannot implement last logic to the measure because I am not undertanding how to arrange / fix table massage error (I think because I am using VALUES which brings / spected one single value). 

I already have validated when user does not select anything (will be blank).

Problem: I have an external Slicer (created a non related table with distinct values), but I don't know how to SUM UP measure YTD PP when user selects more than one option. When they do, error message appears. 

DAX Measure: 

YTD Investment in Pure Player =
IF (
    HASONEVALUE ( PurePlayers_NOT_Related[PURE PLAYER] ),
    CALCULATE (
        [Mthy Bil],
        FILTER ( 'Date', 'Date'[Month Number] < MONTH ( TODAY () ) ),
        FILTER (
            MiddleOffice,
            MiddleOffice[GLOBAL GROUP] <> "EXTERNAL"
                && MiddleOffice[GLOBAL GROUP] <> "MIDDLE OFFICE"
        ),
        FILTER (
            MiddleOffice,
            MiddleOffice[PURE PLAYER] = VALUES ( PurePlayers_NOT_Related[PURE PLAYER] )
        )
    ),
    BLANK ()
)

I think the problem is related when I try to filter. I don't know how to bring more than one value selection and then sum up

MiddleOffice[PURE PLAYER] = VALUES ( PurePlayers_NOT_Related[PURE PLAYER] )

Correct scenario (one slicer value selection):

Correct Scenario (one value slicer selection)

Incorrect scenario (more than one slicer value selection): Correct visualization of YTD PP should be 3.866.462 (AFFIPERF + MOBEXT)

Wrong Scenario (more than one slicer value selection)

Thanks in advance community.

[Dog]

Hi, 

is it not possible to create a relationship between your 

PurePlayers_NOT_Related 

table and the  

MiddleOffice

table and just allow that to filter down the figures? I'd imagine that you would then only need to remove the red text in your measure? 

Dog 

[bajimmy1983]

Hi @Dog, how are you? Thanks a lot for your reply...

Yeah, you are right. Easiest way , but in my case I will have another issue. Let me try to give full scenario. Maybe you can get the picture and help me with a kind of "manual summation" using a slicer that do not intefere in a another measure in the same visual (in this case a table or matrix). 

• I have two different tables called MiddleOffice and Pilot; 
• They have a common column called "Pure Player" (which are AFFIPERF, MOBEXT, ECSELIS and SOCIALYSE); 
• As far as I know, with the scenario below I cannot relate both Tables (Middle Office and Pilot) because If I do I will not be able to prevent Filter Context in all measures participating in the same visual, right?; 

I am sharing Files:

• Sample file .pbix;
• Tables_MiddleOffice & Pilot (relationship print screen);
• Visual_Using_MiddleOffice & Pilot Tables_1 (Final visual print screen with notes). 

*** From Pilot table I have measures: 

YTD FO (freezed) = Billings Jan17-Sep17 EXCEPT AFFIPERF, MOBEXT, ECSELIS and SOCIALYSE. Slicer CANNOT interfere!;

FC FO (freezed) = Forecast Oct17-Dec17 EXCEPT AFFIPERF, MOBEXT, ECSELIS and SOCIALYSE.  Slicer CANNOT interfere!;

FC MO (freezed) = Forecast Oct17-Dec17 JUST FOR AFFIPERF, MOBEXT, ECSELIS and SOCIALYSE. Slicer CANNOT interfere!;

FC PP (flexible) = Forecast Oct17-Dec17 ACCORDING TO slicer. If all selected result will be = FC MO. Slicer HAS TO interfere!;

*** From MiddleOffice table I have measures:

YTD MO = Billings Jan17-Sep17 JUST FOR AFFIPERF, MOBEXT, ECSELIS and SOCIALYSE. Slicer CANNOT interfere!; 

YTD PP = Billings Jan17-Sep17  ACCORDING TO slicer. If all selected result will be = YTD MO. Slicer selection HAS TO interfere!;

Measures: 

*** YTD FO = 
IF (
    CALCULATE (
        [Invest Pilot BRL];
        ALLEXCEPT ( Pilot; Pilot[YEAR] );
		FILTER ( Pilot; Pilot[VEHICLE THROUGH] = "OTHERS" );
        FILTER ( Pilot; Pilot[MEDIA TYPE] = "MEDIA - ON" );
        FILTER ( 'Date'; 'Date'[Month Number] < MONTH ( TODAY () ) );
        FILTER (
            GlobalGroup;
            GlobalGroup[GLOBAL GROUP] <> "EXTERNAL"
                && GlobalGroup[GLOBAL GROUP] <> "MIDDLE OFFICE"
        )
    )
        = BLANK ();
    BLANK ();
    CALCULATE (
        [Invest Pilot BRL];
        ALLEXCEPT ( Pilot; Pilot[YEAR] );
        FILTER ( Pilot; Pilot[VEHICLE THROUGH] = "OTHERS" );
        FILTER ( Pilot; Pilot[MEDIA TYPE] = "MEDIA - ON" );
        FILTER ( 'Date'; 'Date'[Month Number] < MONTH ( TODAY () ) );
        FILTER (
            GlobalGroup;
            GlobalGroup[GLOBAL GROUP] <> "EXTERNAL"
                && GlobalGroup[GLOBAL GROUP] <> "MIDDLE OFFICE"
        )
    )
)
// According to PILOT data


*** YTD MO = 
IF (
    CALCULATE (
        [Mthy Bil];ALL(PurePlayers_NOT_Related);
        ALLEXCEPT ( MiddleOffice; MiddleOffice[YEAR FPM]; Client[CLIENT] );
        FILTER ( 'Date'; 'Date'[Month Number] < MONTH ( TODAY () ) );
        FILTER (
            GlobalGroup;
            GlobalGroup[GLOBAL GROUP] <> "EXTERNAL"
                && GlobalGroup[GLOBAL GROUP] <> "MIDDLE OFFICE"
        )
    )
        = BLANK ();
    BLANK ();
    CALCULATE (
        [Mthy Bil];ALL(PurePlayers_NOT_Related);
        ALLEXCEPT ( 'Date';'Date'[Year] );
        FILTER ( 'Date'; 'Date'[Month Number] < MONTH ( TODAY () ) );
        FILTER (
            GlobalGroup;
            GlobalGroup[GLOBAL GROUP] <> "EXTERNAL"
                && GlobalGroup[GLOBAL GROUP] <> "MIDDLE OFFICE"
        )
    )
)
// According to Tableau / IOMT data (MiddleOffice Table)


*** YTD PP = 
IF (
    NOT ( ISFILTERED ( PurePlayers_NOT_Related[PURE PLAYER] ) );
    BLANK ();
    CALCULATE (
        [Mthy Bil];
        FILTER ( 'Date'; 'Date'[Month Number] < MONTH ( TODAY () ) );
        FILTER (
            MiddleOffice;
            MiddleOffice[GLOBAL GROUP] <> "EXTERNAL"
                && MiddleOffice[GLOBAL GROUP] <> "MIDDLE OFFICE"
        )
    )
)


*** FC FO = 
IF (
    CALCULATE (
        [Invest Pilot BRL];
        ALLEXCEPT ( Pilot; Pilot[YEAR] );
        FILTER ( Pilot; Pilot[VEHICLE THROUGH] = "OTHERS" );
        FILTER ( Pilot; Pilot[MEDIA TYPE] = "MEDIA - ON" );
        FILTER ( 'Date'; 'Date'[Month Number] >= MONTH ( TODAY () ) );
        FILTER (
            GlobalGroup;
            GlobalGroup[GLOBAL GROUP] <> "EXTERNAL"
                && GlobalGroup[GLOBAL GROUP] <> "MIDDLE OFFICE"
        )
    )
        = BLANK ();
    BLANK ();
    CALCULATE (
        [Invest Pilot BRL];
        ALLEXCEPT ( Pilot; Pilot[YEAR] ); 
        FILTER ( Pilot; Pilot[VEHICLE THROUGH] = "OTHERS" );
        FILTER ( Pilot; Pilot[MEDIA TYPE] = "MEDIA - ON" );
        FILTER ( 'Date'; 'Date'[Month Number] >= MONTH ( TODAY () ) );
        FILTER (
            GlobalGroup;
            GlobalGroup[GLOBAL GROUP] <> "EXTERNAL"
                && GlobalGroup[GLOBAL GROUP] <> "MIDDLE OFFICE"
        )
    )
)
// According to PILOT data


*** FC MO = 
IF (
    CALCULATE (
        [Invest Pilot BRL];
        ALLEXCEPT ( Pilot; Pilot[YEAR] );
        FILTER ( Pilot; Pilot[VEHICLE THROUGH] = "PURE PLAYERS" );
        FILTER ( 'Date'; 'Date'[Month Number] >= MONTH ( TODAY () ) );
        FILTER (
            GlobalGroup;
            GlobalGroup[GLOBAL GROUP] <> "EXTERNAL"
                && GlobalGroup[GLOBAL GROUP] <> "MIDDLE OFFICE"
        )
    )
        = BLANK ();
    BLANK();
    CALCULATE (
        [Invest Pilot BRL];
        ALLEXCEPT ( Pilot; Pilot[YEAR] );
        FILTER ( Pilot; Pilot[VEHICLE THROUGH] = "PURE PLAYERS" );
        FILTER ( 'Date'; 'Date'[Month Number] >= MONTH ( TODAY () ) );
        FILTER (
            GlobalGroup;
            GlobalGroup[GLOBAL GROUP] <> "EXTERNAL"
                && GlobalGroup[GLOBAL GROUP] <> "MIDDLE OFFICE"
        )
    )
) // According to PILOT data


*** FC PP = 
IF (
    NOT ( ISFILTERED ( PurePlayers_NOT_Related[PURE PLAYER] ) );
    BLANK ();
    CALCULATE (
        [Mthy Bil];
        FILTER ( 'Date'; 'Date'[Month Number] >= MONTH ( TODAY () ) );
        FILTER (
            MiddleOffice;
            MiddleOffice[GLOBAL GROUP] <> "EXTERNAL"
                && MiddleOffice[GLOBAL GROUP] <> "MIDDLE OFFICE"
        )
    )
)

Thanks again in advance,

[bajimmy1983 · Accepted solution]

Hi all, Hi @Dog again. 

I could work by myself this entire afternoon and now I finally got a solution 🙂 

What I did to resolve the Slicer Issue? (final table result as follow below):

• Kept same data model; 
• Created two relationships: First active between MiddleOffice table and Slicer; Second inactive between Pilot table and Slicer (final print screen below);
• Update measures (as per below), but the main difference is inside "FC Investment in Pure Player" measure. I deactivated first relationship and then activated second one using USERELATIONSHIP function. Worked like a magic, hehe 🙂

Final Relationships

 Updated measures:

*** YTD Investment in FO = 
IF (
    CALCULATE (
        [Invest Pilot BRL];
        ALLEXCEPT ( Pilot; Pilot[YEAR] );
        FILTER ( Pilot; Pilot[VEHICLE THROUGH] = "OTHERS" );
        FILTER ( Pilot; Pilot[MEDIA TYPE] = "MEDIA - ON" );
        FILTER ( 'Date'; 'Date'[Month Number] < MONTH ( TODAY () ) );
        FILTER (
            GlobalGroup;
            GlobalGroup[GLOBAL GROUP] <> "EXTERNAL"
                && GlobalGroup[GLOBAL GROUP] <> "MIDDLE OFFICE"
        )
    )
        = BLANK ();
    BLANK ();
    CALCULATE (
        [Invest Pilot BRL];
        ALLEXCEPT ( Pilot; Pilot[YEAR] );
        FILTER ( Pilot; Pilot[VEHICLE THROUGH] = "OTHERS" );
        FILTER ( Pilot; Pilot[MEDIA TYPE] = "MEDIA - ON" );
        FILTER ( 'Date'; 'Date'[Month Number] < MONTH ( TODAY () ) );
        FILTER (
            GlobalGroup;
            GlobalGroup[GLOBAL GROUP] <> "EXTERNAL"
                && GlobalGroup[GLOBAL GROUP] <> "MIDDLE OFFICE"
        )
    )
)
// According to PILOT data


*** YTD Investment in MO = 
IF (
    CALCULATE (
        [Mthy Bil];
        ALL ( PP_Slicer );
        ALLEXCEPT ( MiddleOffice; MiddleOffice[YEAR FPM]; Client[CLIENT] );
        FILTER ( 'Date'; 'Date'[Month Number] < MONTH ( TODAY () ) );
        FILTER (
            GlobalGroup;
            GlobalGroup[GLOBAL GROUP] <> "EXTERNAL"
                && GlobalGroup[GLOBAL GROUP] <> "MIDDLE OFFICE"
        )
    )
        = BLANK ();
    BLANK ();
    CALCULATE (
        [Mthy Bil];
        ALL ( PP_Slicer );
        ALLEXCEPT ( 'Date'; 'Date'[Year] );
        FILTER ( 'Date'; 'Date'[Month Number] < MONTH ( TODAY () ) );
        FILTER (
            GlobalGroup;
            GlobalGroup[GLOBAL GROUP] <> "EXTERNAL"
                && GlobalGroup[GLOBAL GROUP] <> "MIDDLE OFFICE"
        )
    )
)
// According to Tableau / IOMT data


*** YTD Investment in Pure Player = // ### USING FIRST (active) RELATIONSHIP ###
IF (
    NOT ( ISFILTERED ( PP_Slicer[PURE PLAYER] ) ),
    BLANK (),
    CALCULATE (
        [Mthy Bil],
        FILTER ( 'Date', 'Date'[Month Number] < MONTH ( TODAY () ) ),
        FILTER (
            MiddleOffice,
            MiddleOffice[GLOBAL GROUP] <> "EXTERNAL"
                && MiddleOffice[GLOBAL GROUP] <> "MIDDLE OFFICE"
        )
    )
)


*** FC Investment in FO = 
IF (
    CALCULATE (
        [Invest Pilot BRL];
        ALLEXCEPT ( Pilot; Pilot[YEAR] );
        FILTER ( Pilot; Pilot[VEHICLE THROUGH] = "OTHERS" );
        FILTER ( Pilot; Pilot[MEDIA TYPE] = "MEDIA - ON" );
        FILTER ( 'Date'; 'Date'[Month Number] >= MONTH ( TODAY () ) );
        FILTER (
            GlobalGroup;
            GlobalGroup[GLOBAL GROUP] <> "EXTERNAL"
                && GlobalGroup[GLOBAL GROUP] <> "MIDDLE OFFICE"
        )
    )
        = BLANK ();
    BLANK ();
    CALCULATE (
        [Invest Pilot BRL];
        ALLEXCEPT ( Pilot; Pilot[YEAR] );
        FILTER ( Pilot; Pilot[VEHICLE THROUGH] = "OTHERS" );
        FILTER ( Pilot; Pilot[MEDIA TYPE] = "MEDIA - ON" );
        FILTER ( 'Date'; 'Date'[Month Number] >= MONTH ( TODAY () ) );
        FILTER (
            GlobalGroup;
            GlobalGroup[GLOBAL GROUP] <> "EXTERNAL"
                && GlobalGroup[GLOBAL GROUP] <> "MIDDLE OFFICE"
        )
    )
)
// According to PILOT data


*** FC Investment in MO = 
IF (
    CALCULATE (
        [Invest Pilot BRL]; ALL(PP_Slicer);
        ALLEXCEPT ( Pilot; Pilot[YEAR] );
        FILTER ( Pilot; Pilot[VEHICLE THROUGH] = "PURE PLAYERS" );
        FILTER ( 'Date'; 'Date'[Month Number] >= MONTH ( TODAY () ) );
        FILTER (
            GlobalGroup;
            GlobalGroup[GLOBAL GROUP] <> "EXTERNAL"
                && GlobalGroup[GLOBAL GROUP] <> "MIDDLE OFFICE"
        )
    )
        = BLANK ();
    BLANK();
    CALCULATE (
        [Invest Pilot BRL]; ALL(PP_Slicer);
        ALLEXCEPT ( Pilot; Pilot[YEAR] );
        FILTER ( Pilot; Pilot[VEHICLE THROUGH] = "PURE PLAYERS" );
        FILTER ( 'Date'; 'Date'[Month Number] >= MONTH ( TODAY () ) );
        FILTER (
            GlobalGroup;
            GlobalGroup[GLOBAL GROUP] <> "EXTERNAL"
                && GlobalGroup[GLOBAL GROUP] <> "MIDDLE OFFICE"
        )
    )
) // According to PILOT data


*** FC Investment in Pure Player = // ### USING SECOND (inactive) RELATIONSHIP 
IF (
    NOT ( ISFILTERED ( PP_Slicer[PURE PLAYER] ) );
    BLANK ();
    CALCULATE (
        [Invest Pilot BRL];
        USERELATIONSHIP ( Pilot[PURE PLAYER]; PP_Slicer[PURE PLAYER] );
        FILTER ( 'Date'; 'Date'[Month Number] >= MONTH ( TODAY () ) );
        FILTER (
            Pilot;
            Pilot[GLOBAL GROUP] <> "EXTERNAL"
                && Pilot[GLOBAL GROUP] <> "MIDDLE OFFICE"
        )
    )
)

I hope this scenario can help some other people, at least with insights.

Thanks all again and best regards,

[bajimmy1983]

Final table: 

RESOLVED - Final table