Forum Discussion
One table puts multiple filters on another table
Ragnarock1982 Thanks for the response! However, I do think you misunderstood me and rereading my response I understand why. I don't have a chart at all. I'm using two table visuals. When clicking on one of the rows in the GroupBy table that I explained above it filters the Details table for all of the records for which that specific salesman had sales. Here is another, hopefully more clear, example:
GroupBy Table
Salesman Date Product Category
Bob Smith 1/1/2018 Pie
Bob Smith 1/1/2018 Cookies
Jane Doe 1/1/2018 Pie
Jane Doe 1/1/2018 Cookies
Bob Smith 1/2/2018 Pie
Bob Smith 1/2/2018 Cookies
Jane Doe 1/2/2018 Pie
***And so on I think this gets the point across***
My Details Table looks like this
Salesman Product Category Date Sales Amount Customer
Bob Smith Cookies 1/1/2018 $10 Cookie Monster
Jane Doe Pie 1/1/2018 $5 Joe Jackson
Jane Doe Cookies 1/1/2018 $7 John Thompson
Bob Smith Pie 1/1/2018 $13 Jose Gutierrez
Jane Doe Pie 1/2/2018 $5 Brad Washington'
Bob Smith Cookies 1/2/2018 $20 Sarah Smith
So when I click in my GroupBy Table right now it only filters my detail table by Salesman. So if I clicked the first line (in my groupby table) it would give me all of the Bob Smith rows in my Details Table (the 1st,4th, and 6th lines in my example). However, what I want my GroupBy Table to filter for in my details table is when I click the first line (of GroupBy) to filter for all of the lines where Bob Smith made sells on 1/1/2018 in the "Pie" product category. So if I clicked the first line of my Group By table it would filter the Details table to where I would only see line 4 in my detail table (since this is the only line in my detail table where Bob Smith on the date 1/1/2018 sold something in the "Pie" product category). Let me know if I can elaborate more on this, and again thanks for the reply.
Hi Anonymous , Gotcha!
Basically, you would need to apply 3 filters to the second table based on the click on the first table. (3 filters as there are 3 columns in the first table)
I may not have explained that right, but I do know exactly what you mean.
However, rather than clicking on a 'Line', when you are clicking on 'Bob Smith', you are filtering the page by 'Bob Smith', not the line. 'Bob Smith' is a value within your table.
Unfortunately though, I'm not aware of a way to do what you are looking for. I have a similar matrixes that I'm working with and I had to use the Drillthrough function to get this to work. Which works better than I had imaged by the way :smileyvery-happy:
If anyone does give you a better idea though, please do let me know. . :smileyhappy:
See here's the odd part about it. I have a date slicer on right now, but it won't filter the date for both of the tables. If I have the date field from one table in it, it will only work for that table. If I use the date field from the other table it only works for the other table. Like I said in the first post, these were originally the same exact table when they were brought in. I just used the group by function to modify one of the tables. It has to be an issue with the relationships, but I can't figure it out. A many to many relationship is exactly what kind of relationship there is. I have cross-filter direction set to both, and I don't see why that would affect anything anyways. Right now, I have the two tables linked by Salesman. Interestingly, if I use Salesman as my slicer, it works for both of the tables. I don't understand why the same doesn't work for date or product category. Any tips on where to go from here would be greatly appreciated. I haven't used PowerBI in about 2 and a half years up until the beginning of this week.
Bump