Forum Discussion
Report level filter options
I am connected to an OLAP cube of customer sales information. I want to create an assortment of reports and a resulting Power BI Dashboard for 100 specific accounts, where each account is defined by their Customer ID number. What is the most efficient way to create a report level filter such that I'm isolating only these 100 account.
When I bring in the Customer ID attribute as a Report level filter, using Basic Filtering gives me the option of selecting these 100 specific customer IDs - the issue is I'm scrolling through a list of 100,000 plus customer IDs. When I select Advanced Filtering, it seems the only optoin is to create a string if IS/OR statements.
What I'd love to be able to do is effectively cut/paste these 100 customer IDs but don't see any option. DAX doesn't seem to be my option because I want to filter all my customer data (and resulting views) based on just thse 100 customers.
- If you are live connected to your cube, which it sounds like you are, your only realistic option is to provide the team who manages the cube with a table or list of desired customer IDs and have them create a flag that you can easily filter by.
DavidKress,
As other's post, since you have a live connection to the cube in Power BI, you would need to provide the cube administrator the list containing 100 customer ID, the relationship between the new list and your master table should be created in your source rather than in Power BI.
Regards,
Lydia
6 Replies
Hi,
It would be ideal to create that list of 100 customers and using Power Query, join the two tables to only show those rows in your master database which have those 100 customers.
Hi and thanks. How would I do that within PowerBI? One additional piece of information, the cube I'm working with is Azure Analysis Services and right now Power Query (in Excel) isn't compatible. It's a known issue which the MSFT Excel team is apparently working on. Net is I can't do any PowerQuery or PowerPivots off the cube of data I'm working with in Excel....hence trying to get what I want to get done inside of PowerBI
- If you are live connected to your cube, which it sounds like you are, your only realistic option is to provide the team who manages the cube with a table or list of desired customer IDs and have them create a flag that you can easily filter by.
