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andyfoster's avatar
andyfoster
Helper I
1 year 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
    1 year 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
1 year 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
1 year 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

  • Anonymous's avatar
    Anonymous
    Not applicable
    1 year ago

    Hi andyfoster ,

    May be try to create the following measure.

    Filter the metting = IF(SELECTEDVALUE('v_headacc_meetings_10-30'[MeetingFlagLast6Months]) = "No", 1, 0)

    Then, drag the measure to the table visual Filters pane. Set the show items is 1 and apply.

    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
      1 year 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