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Anonymous's avatar
Anonymous
Not applicable
6 years ago

Report Table slicer & Related Table

Hi this is maybe a simple question, but I cannot find an answer. I created a report that has a (1) chart for proposals by quarter and status name and a (2) table for proposals (to show details). Stat...
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MFelix's avatar
MFelix
Icon for Super User rankSuper User
6 years ago

Hi Anonymous ,

 

You must make an active relationship between the two tables by StatusValue, then use the Status Name as you column in the visualizations.

 

Be aware that you need to setup a one to many relationship with the one on the Status table and many on Proposal table.

 

Check attach PBIX.

Anonymous's avatar
Anonymous
Not applicable
6 years ago

@MFelixMFelix Hi, thanks for the input. The data was already configured like this including the relationship. 

 

The problem I have in the original file (I could share the pbix, but how do I do this as it contains privacy sensitive info), is that the report has a barchart and a table both with values/columns:

Proposal / Status Name / YearQuarter

Now if I select from the barchart lost or won proposals from a certain quarter these do not all appear in the table, Only when I add the statusvalue to the table visual, do all records appear.  

 

Kind regards,

  • MFelix's avatar
    MFelix
    Icon for Super User rankSuper User
    6 years ago

    Hi Anonymous ,

     

    You can share the information trough private message if the information is sensitive or have a mockup file.

     

    But if the data is as you refer the filtering between both visualization should work properly if you use the status column, even if you have any additional information I'm not seeing any reason for everything not working properly.