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jdierk
New Member

Slicer not applying to entire chart

I am trying to create a dashboard. On my chart in the top left it has the data listed for actuals and budget. But when I try to apply the month slicer to the data it only applies it to the budget column, not the actuals. How can I get the actuals column to use the slicer as well?

 

Without slicer applied:

jdierk_0-1710976857908.png

 

With Slicer Applied:

jdierk_1-1710976917298.png

 

 

Model View:

jdierk_2-1710976969120.pngjdierk_3-1710977008465.png

 

 

1 ACCEPTED SOLUTION
Ashish_Mathur
Super User
Super User

Hi,

Do not create any relationship between the Budget and Actual tables.  Create a Calendar Table with calculated column formulas of Year, Month name and Month number.  Sort the Month name column by the Month number.  Create a relationship (Many to One and Single) from the Date column of the Budget and Actual tables to the Date column of the Calendar Table.  To your visual/slicer/filter, drag any date field from the Calendar Table.

Hope this helps.


Regards,
Ashish Mathur
http://www.ashishmathur.com
https://www.linkedin.com/in/excelenthusiasts/

View solution in original post

4 REPLIES 4
Ashish_Mathur
Super User
Super User

Hi,

Do not create any relationship between the Budget and Actual tables.  Create a Calendar Table with calculated column formulas of Year, Month name and Month number.  Sort the Month name column by the Month number.  Create a relationship (Many to One and Single) from the Date column of the Budget and Actual tables to the Date column of the Calendar Table.  To your visual/slicer/filter, drag any date field from the Calendar Table.

Hope this helps.


Regards,
Ashish Mathur
http://www.ashishmathur.com
https://www.linkedin.com/in/excelenthusiasts/

This worked for me, thank you for your help!

You are welcome.


Regards,
Ashish Mathur
http://www.ashishmathur.com
https://www.linkedin.com/in/excelenthusiasts/
Anonymous
Not applicable

Hi @jdierk ,

 

From the screenshots you provided, it looks like slicer can correctly interact with the table visual objects and that relationships are established between the tables.

 

I noticed that your relationship is * : *, please check if the crossfilter setting for tables in the model view is "both", you can change it to "single" to see if it works correctly.

 

Is Unit Actuals MW a measure?

 

If so, check the syntax in the measure for any filter context conflicts.

 

Make adjustments as needed to ensure consistent results.

 

If you have any other questions please feel free to contact me.

 

Best Regards,
Yang
Community Support Team

 

If there is any post helps, then please consider Accept it as the solution  to help the other members find it more quickly.
If I misunderstand your needs or you still have problems on it, please feel free to let us know. Thanks a lot!

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