Forum Discussion

Anonymous's avatar
Anonymous
Not applicable
7 years ago

Need help - Report Filtering

Hi   I need help set up a somehwat complex filter for my report.   I have a large data set that has a column titled, 'Decscription' which, contains a number of stages within my companies completi...
Need Help
TeigeGao's avatar
TeigeGao
Solution Sage
7 years ago

Hi Anonymous ,

Could you please share some sample data? I can't figure out your table schema, do you want to filter out the item whose 'Recieved Accounts' without a completion date or the completion is another process, this process doesn't have a completion date.

If it is the previous one, we can use the IF() function to judge it, if it is the later one, we can use the lookupvalue to get the result of the another process.

Best Regards,

Teige

  • Anonymous's avatar
    Anonymous
    Not applicable
    7 years ago

    Hi,

    Thank you for your response. Find below a picture of the columns I am working with. 

    Each Company has a number of tasks that represent stages in our procedures. The columns reperesent TaskID, Description and also a field containing a date if that stage has been completed.

     

    I would like to generate a table of companies that is filtered by only those that have a date within the Task ID "30" i.e. Recieve final accounts and that has no date within the Task ID "11" i.e. Send to client for signature.

     

    Hope that helps. 

    • TeigeGao's avatar
      TeigeGao
      Solution Sage
      7 years ago

      Hi Anonymous ,

      I think your environment like below:

      We can use the following measure to filter it:

      Measure =
IF (
    MIN ( Table1[TaskId] ) = 30,
    IF (
        CALCULATE (
            MIN ( Table1[End] ),
            FILTER (
                ALL ( Table1 ),
                Table1[ClientCode] = MIN ( Table1[ClientCode] )
                    && Table1[TaskId] = 11
            )
        )
            = BLANK (),
        1
    )
)

      Best Regards,

      Teige

      • Anonymous's avatar
        Anonymous
        Not applicable
        7 years ago

        Hi,

         

        Thank you very much for the recommended forumula. I appreciate the time you must have spent in preparing this.

         

        How do I got about entering this forumla as a filter within PowerBI? I have been unable to find the ability to filter by formulas. In addition to this, is it possible to enter conditional formatting formulas that I have used within excel within PowerBI?

         

        Thanks again.