Forum Discussion
Several Reports using the Same Customer Code
hi there
this is my first post to the forum.
i have several reports on my desktop, ie. list of last 10 sales orders, list of last 10 quoations, pie chart of parts sold to a customer.
what i'm trying to do is to hold a Customer Code as a parameter (if thats the right term in PowerBI) and then have that customer code update all of the reports on my desktop. Subsequently, if i change the customer code, i want all of the reports to auto-update at the same time.
can i do this? how do i do this?
thanks in advance
Paul
3 Replies
Parameters are specific to a single report.
You may be best storing the customer in a file or database table and then importing this into each report and then building the data from the imported customer.
Patrick at GuyInACubeShow you how to do something like this
https://www.youtube.com/watch?v=iiNDq2VrZPY
thanks
i need the report User to be able to select the customer code from say a drop down ( ala Filters in XLS)
does that make sense?
paul
Yes it makes sense, but it's not possible if you have several powerbi documents.
However if all your reports are in a single powerbi on different tabs/pages you can use parameters
https://powerbi.microsoft.com/en-us/blog/deep-dive-into-query-parameters-and-power-bi-templates/
What is your source sql? If so you may need to use text manipulation of the SQL to apply the parameter filter
Also if you bring in all the data or use direct connect then you can just use slicers.
The latest version has syncing of slicers across different pages.
https://powerbi.microsoft.com/en-us/blog/power-bi-desktop-february-2018-feature-summary/
