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jrdn03
Frequent Visitor

Report not filtering between tables - Relationship Model Issue?

I have a report for financial tracking that isn't working as I'd like. There are more tables involved, but the relationships I've modeled are simple, each connecting to the Project Master Table. Then, based on their ID relationship, defines 1 to 1 or 1 to many. The data sources are SharePoint Online lists. The primary key in each table is a lookup of the ID from the Project Master Table. 

jrdn03_0-1727297642583.png

I have some donut charts that use Cost Tbl 2 columns for financial data. When I select a slice of the donut chart, the other visuals, which use Project Master Tbl, do not filter. However, if I select from Project Master Tbl (example, table visualization with project names + PMs) then it will filter onto the donut chart using Cost Tbl 2.  So it seems like the filtering is only happening one direction, from Project Master Tbl. I have Bi-directional relationship active for these. 

Note: Cost Tbl 2 is a transformed version of Cost Tbl 1 (using Power Query).  My "edit interactions" are not the issue either. 
Not sure what I'm missing here... Thanks in advance. 

2 REPLIES 2
Ritaf1983
Super User
Super User

Hi @jrdn03 

please share a pbix or some dummy data that keep the raw data structure with expected results? It should help us clarify your scenario and test to coding formula.

How to Get Your Question Answered Quickly  

 

Regards,
Rita Fainshtein | Microsoft MVP
https://www.linkedin.com/in/rita-fainshtein/
Blog : https://www.madeiradata.com/profile/ritaf/profile

My org won't let me share the link, and I can't get to it easily on my personal PC. Let's try screenshots. 

Here is the page by default, no selection. 

jrdn03_0-1727377845521.png

Neither donut chart (based on the Funding Tbl) will affect the table visual (based on Master Project Table)

jrdn03_1-1727377963509.pngjrdn03_2-1727378005540.png

But selecting the first row in the table does affect both donut charts. 

jrdn03_3-1727378067116.png

Finally, here is the model. 

jrdn03_4-1727378111937.png

 

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