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My BI report has a slicer for "Manager" which is a list of managers that will filter/slice the report visuals to show employees that report to the selected manager.
Currently, a manager needs to select their own name in the slicer in order to show their employees.
I would like to keep this functionality but also add "Show My Employees" to the slicer as the top option.
This will make it easier for the manager to see their employees but also give them an option to see other managers employees.
Is this possible?
Solved! Go to Solution.
I think its possible, it will require several steps but none of them are too complicated.
Firstly, use Power Query to create a new table with the email addresses of the managers and an additional line for "Show My Employees", something like
= List.Combine( { { "Show My Employees" }, List.Sort( List.Distinct( Employees[Manager] ) ) } )
where Employees is the table with the existing data, and Manager is the column holding the managers email addresses.
Turn the list into a table, and then add an index column. It should have the "Show my employees" line first and then a sorted list of all the email addresses. Call the new table e.g. "Manager for slicer" and load it into the data model.
Set the sort order of the email address column to be the index column.
Make sure that Power BI hasn't automatically created any relationships from this table to anything else. You want it to be disconnected.
Use the new table in the slicer instead of the existing email address.
Create a calculation group with a calculation item like
Include show my employees =
VAR CurrentSelection =
SELECTEDVALUE ( 'Manager for slicer'[Email] )
VAR Result =
IF (
CurrentSelection = "Show my employees",
CALCULATE (
SELECTEDMEASURE (),
TREATAS ( { USERPRINCIPALNAME () }, Employees[Manager] )
),
CALCULATE (
SELECTEDMEASURE (),
TREATAS ( VALUES ( 'Manager for slicer'[Email] ), Employees[Manager] )
)
)
RETURN
Result
Apply the calculation group & item to the visuals you need as a filter. That should show the manager's employees when they choose "Show my employees".
It won't work if you connect the tables, but you can apply the calculation group / calculation item filter as a report level filter, that will affect every page in the report.
I think its possible, it will require several steps but none of them are too complicated.
Firstly, use Power Query to create a new table with the email addresses of the managers and an additional line for "Show My Employees", something like
= List.Combine( { { "Show My Employees" }, List.Sort( List.Distinct( Employees[Manager] ) ) } )
where Employees is the table with the existing data, and Manager is the column holding the managers email addresses.
Turn the list into a table, and then add an index column. It should have the "Show my employees" line first and then a sorted list of all the email addresses. Call the new table e.g. "Manager for slicer" and load it into the data model.
Set the sort order of the email address column to be the index column.
Make sure that Power BI hasn't automatically created any relationships from this table to anything else. You want it to be disconnected.
Use the new table in the slicer instead of the existing email address.
Create a calculation group with a calculation item like
Include show my employees =
VAR CurrentSelection =
SELECTEDVALUE ( 'Manager for slicer'[Email] )
VAR Result =
IF (
CurrentSelection = "Show my employees",
CALCULATE (
SELECTEDMEASURE (),
TREATAS ( { USERPRINCIPALNAME () }, Employees[Manager] )
),
CALCULATE (
SELECTEDMEASURE (),
TREATAS ( VALUES ( 'Manager for slicer'[Email] ), Employees[Manager] )
)
)
RETURN
Result
Apply the calculation group & item to the visuals you need as a filter. That should show the manager's employees when they choose "Show my employees".
Thank you for this! Will this work if I do connect this new table to the existing data? The entire report with multiple pages need to have the ability to use this slicer, not just certain visuals.
It won't work if you connect the tables, but you can apply the calculation group / calculation item filter as a report level filter, that will affect every page in the report.
Hi @tomperro ,
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Hi @tomperro
If the information provide by @johnt75 is helpful, please accept the answer by clicking the "Upvote" and "Accept Answer" on the post.
If you are still facing any issue, please let us know in the comments. We are glad to help you.We value your feedback, and it will help us to assist others who might have a similar query.
Thank you for your contribution in enhancing Microsoft Fabric Community Forum.
Hi @tomperro ,
If the information provide by @johnt75 is helpful, please accept the answer by clicking the "Upvote" and "Accept Answer" on the post.
If you are still facing any issue, please let us know in the comments. We are glad to help you.We value your feedback, and it will help us to assist others who might have a similar query.
Thank you for your contribution in enhancing Microsoft Fabric Community Forum.
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