Table visuals report

Hi bzeeblitz ,

To achieve the desired Power BI report that filters data based on the conditions Createdwhen = 'PO created yesterday' and onhand > 9 months, follow these steps using DAX. First, import the Cycle, POItem, and Demand tables into Power BI and establish relationships between them. Specifically, link Cycle[Item#] to POItem[Item#] and Cycle[Item#] to Demand[Item Number].

Next, create a calculated table named FilteredPOItem to filter the POItem table. Use the DAX formula:

FilteredPOItem = 
FILTER(
    POItem,
    LOWER(POItem[Createdwhen]) = "po created yesterday"
)

Similarly, create another calculated table named FilteredDemand to filter the Demand table. Use the formula:

FilteredDemand = 
FILTER(
    Demand,
    LOWER(Demand[onhand>9 months]) = "more than 9 months onhand"
)

After filtering the individual tables, create a combined calculated table that merges the filtered data from Cycle, FilteredPOItem, and FilteredDemand. Use the DAX formula:

FilteredTable = 
SUMMARIZECOLUMNS(
    Cycle[Item#],
    Cycle[Order:Card Type],
    Cycle[PO#],
    Demand[onhand>9 months],
    POItem[Vendor name],
    FILTER(
        FilteredPOItem,
        FilteredPOItem[Item#] = Cycle[Item#]
    ),
    FILTER(
        FilteredDemand,
        FilteredDemand[Item Number] = Cycle[Item#]
    )
)

Finally, add a table visual to the report and include the following columns: Cycle[Item#], Cycle[Order:Card Type], Cycle[PO#], Demand[onhand>9 months], and POItem[Vendor name]. This ensures the report dynamically filters and displays data meeting the specified conditions. Ensure the relationships in the model are correctly set up to enable filtering and cross-referencing between the tables. Let me know if any further assistance is needed.

Best regards,