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andyfoster's avatar
andyfoster
Helper I
2 years ago
Solved

Slicer/Dax Query

Hi All,    Issue:   I am struggling with a slicer working the way we need it to. We have a meeting_date column and the report is to display accounts without a meeting in the last 6 months within ...
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  • andyfoster's avatar
    andyfoster
    2 years ago

    Hi Wisdom Wu

     

    That outcome is still not what we are trying to achieve

     

    Let's close this post, no-one has been able to offer a solution but thank you for trying. 

     

    Kindest

Anonymous's avatar
Anonymous
Not applicable
2 years ago

Hi andyfoster ,

Based on the knowledge, the slicer can not remove rows in power bi desktop. The slicer simply filters the data inside the table.

Besides, you can try to order the metting date column in power query editor.

Remove the top rows.

Slicers in Power BI - Power BI | Microsoft Learn

 

Best Regards,

Wisdom Wu

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

  • andyfoster's avatar
    andyfoster
    Helper I
    2 years ago

    Hi, 

     

    Thank you for your reply

     

    The goal is not to remove any dates/data, only to use a slicer/equivilant button/feature to exclude accounts/meetings in a table where a condition is met (Meeting Held in the last 6 months), then when this condition is not met, the list of accounts appears, which then gives Sales a list of accounts to contact which have not been contacted in the last 6 months. 

     

    It's a tricky one which I haven't figured out, and given there have been 92 views on this already it seems a difficult task. 

     

    Thanks

     

     

    • Anonymous's avatar
      Anonymous
      Not applicable
      2 years ago

      Hi andyfoster ,

      Create the new column to filter the metting date.

      MeetingFlagLast6Months = 
IF (
    'v_headacc_meetings_10-30'[Metting Date] >= TODAY () - 180,
    "Yes",
    "No"
)

      Drag the column to the slicer visual.

      Best Regards,

      Wisdom Wu

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

      • andyfoster's avatar
        andyfoster
        Helper I
        2 years ago

        Hi,

         

        I have done this with 

         

        IsWithinLast6Months =
        IF (
            'v_headacc_meetings_10-30'[meeting_date_months_diff] >= -6 &&
            'v_headacc_meetings_10-30'[meeting_date_months_diff] <= 0,
            "Yes",
            "No"
        )
         
        And yes it 'works' for what it is intended for, but does not solve my issue
         
        We don't want to be able to filter BETWEEN the two, I need to be able to fully exclude accounts from the table view which have had a meeting held in the last 6 months
         
        All the filter slicer does is remove the one row (of three) which shows a Held meeting.


        Let me show this visually:

        This is the starting point/view
         

         

        This shows one row is a meeting within the last 6 months a sshown by the 'Yes' in the last column from a calculated column created.

         

        When NO is applied to the slicer, this removes the row which showed a meeting held in the last 6 months, the table below the slicer still shows the account. 

         

         

        By selecting YES, this only includes the row where the meeting is within the last 6 months

         

         

        I understand this is the CORRECT behaviour, however this is not what we are trying to acheive. 

         

        When selecting NO what sales want is for any account that has had a Held meeting in the last 6 months not to be visible AT ALL, not even showing meetings outside of the 6 months. 

         

        They want to be able to see ALL accounts which have NOT had a call within the last 6 months, and I had hoped I could do this using slicers or another way. 

         

        This is why I have been trying all sorts of calculated columns and Dax measures but do not seem to be able to find a solution

        I don't necessarily need this to be in a Slicer if there is a better way using buttons or something else. 

         

        Hope this makes sense

         

        Thanks