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Anonymous's avatar
Anonymous
Not applicable
3 years ago
Solved

Selective filters on drill through table

Hi

 

I'm new to power BI and could use a little help.

I have a page with slicers for date and account manager. These filter a table that shows a summary of financial information of each month in the selected range. This user can drill through on a selected months row to a table on another page that lists a detailed break down by client\account name etc. What i'm trying to get on this page is a chart that shows the summed financial information for a selected client for the last 12 months. At the moment the visual only shows data for the drill through month, is there some way of being selective about what filters are passed to the chart visual only? Any help would really be appreciated.

 

Thanks

 

Need Help
  • Anonymous's avatar
    Anonymous
    3 years ago

    Hi Anonymous ,

     

    If you want to display data for all months in the drill-through report, you must not filter the results of the month or other months in the drillthrough field. For example, here's three kind of visual displayed.

    For the first visual, when you drill through, you get only month 1 and value 105 both for name A.

    For the second visual, when you drill through, you still get month 1 and value 105 both for name A. Because it drills through the result with the name A and the value 105.

    For the third, you can get the value of all months for name A.

    So if you only want to drill into all the month data for an account manager, the visual is best to include only the account manager's names.

     

     

    Best Regards,

    Stephen Tao

     

    If this post helps, then please consider Accept it as the solution to help the other members find it more quickly.

     

     

1 Reply

  • Anonymous's avatar
    Anonymous
    Not applicable
    3 years ago

    Hi Anonymous ,

     

    If you want to display data for all months in the drill-through report, you must not filter the results of the month or other months in the drillthrough field. For example, here's three kind of visual displayed.

    For the first visual, when you drill through, you get only month 1 and value 105 both for name A.

    For the second visual, when you drill through, you still get month 1 and value 105 both for name A. Because it drills through the result with the name A and the value 105.

    For the third, you can get the value of all months for name A.

    So if you only want to drill into all the month data for an account manager, the visual is best to include only the account manager's names.

     

     

    Best Regards,

    Stephen Tao

     

    If this post helps, then please consider Accept it as the solution to help the other members find it more quickly.