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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
    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

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