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sridevi's avatar
sridevi
Icon for Helper I rankHelper I
10 years ago
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Need help in grouping data and render in slicer

Hi,

 

I want to display my data as group using slicer in power bi. I have stage column in my table. I want to segregate my stage as 2 categories(open and close) with the stage data values. 

 

Example: The following data values grouped into open or close respectively.

Open = Alternative, Budget price, Negotiation/Review, Order Agreed, Prospecting/Design Assist, RFQ (means request for quotation), Tender Proposal, On Hold

Closed = Alternative Declined, Cancelled, Lost, No Bid, Order Received (Won)

 

I need to use two slicers like stage open and stage close in my requirement with helpe of stage data(field). Stage open slicer should be having like Alternative,RFQ,etc similarly closed stage slicer should be have  no bid,etc. 

Example: I need to split my slicer as two category like open and close. I want to display all open stage values under open slicer and close values under close slicer.

 

 

Is it anyother way to split or grouping my slicer data in power bi? Could you please guide me how to do grouping my data with respect to slicers.

 

Thanks in advance.

 

Regards

Sridevi

 

 

Need Help
  • Anonymous's avatar
    Anonymous
    10 years ago

    Hi sridevi

     

    Create a Link Table with the column names OpportunityStage , GroupName

     

    Eg.

    Alternative, Open

    Alternative Declined, Closed

    Cancelled,Opened

    BudgetPrice,Open

    .....

    .....

     

    Create realtionship between the OpportunityFactTable and the LinkTable on OpportunityStage

     

    Create slicer with Group Name

    It should show then some thing like

     

    Create a slicer for the opportunity stage

    When you select Open in the GroupName Slicer only those grouped under Open will be shown in the Status Slicer

    And similarly for Closed in the GroupName

    If you have a table for reporting the Opportunity Fact Table it will vary depending the GroupName slicer selection.

     

     

    Hope this solves your issue.

     

    If it does please accept this as solution and also give KUDOS.

     

    Cheers 

     

    CheenuSing

     

2 Replies

  • Anonymous's avatar
    Anonymous
    Not applicable
    10 years ago

    Hi sridevi

     

    Create a Link Table with the column names OpportunityStage , GroupName

     

    Eg.

    Alternative, Open

    Alternative Declined, Closed

    Cancelled,Opened

    BudgetPrice,Open

    .....

    .....

     

    Create realtionship between the OpportunityFactTable and the LinkTable on OpportunityStage

     

    Create slicer with Group Name

    It should show then some thing like

     

    Create a slicer for the opportunity stage

    When you select Open in the GroupName Slicer only those grouped under Open will be shown in the Status Slicer

    And similarly for Closed in the GroupName

    If you have a table for reporting the Opportunity Fact Table it will vary depending the GroupName slicer selection.

     

     

    Hope this solves your issue.

     

    If it does please accept this as solution and also give KUDOS.

     

    Cheers 

     

    CheenuSing

     

    • sridevi's avatar
      sridevi
      Icon for Helper I rankHelper I
      10 years ago

      Hi Anonymous,

       

      Thank you for your suggestion. I can try to implement the same as per my requirement.

       

      Regards

      Sridevi