Forum Discussion
Tableau to Power Bi Migration
Hi Anonymous ,
Thank you for reaching out to Microsoft fabric community forum.I also want to thanks bhanu_gautam for valuable input the suggested approach involving dynamic measures for calculating Booking Amount, implementing Top N filtering, and generating rankings is correct.
However, I would like to have a clarification regarding the use of SELECTEDVALUE() within calculated columns:
To implement dynamic switching in the matrix visual based on slicer selection (e.g., Customer Type), consider the following approach:
- Create a unified table using the UNION function that consolidates all relevant customer types along with their IDs and Names.
- Use measures (rather than calculated columns) to implement dynamic logic for both display and filtering including the Top N logic.
This method ensures the matrix visual responds correctly to slicer selections and maintains optimal performance and flexibility.
Hope this helps. Please reach out for further assistance.
If this post helps, then please consider to Accept as the solution to help the other members find it more quickly and a kudos would be appreciated.
Thank you.
Super UserAnonymous Create a Slicer for Customer Type
Ensure you have a table with customer types.
You can use a numeric range slicer or create a table for Top N values:
TopNValues = GENERATESERIES(1, 20, 1)
Create a measure to rank customers based on the booking amount:
DAX
SelectedCustomerType = SELECTEDVALUE(CustomerTypes[CustomerType])
BookingAmount =
SWITCH(
TRUE(),
SelectedCustomerType = "Regular Customer", SUM(RegularCustomers[BookingAmount]),
SelectedCustomerType = "Distributor", SUM(Distributors[BookingAmount]),
SelectedCustomerType = "Partner", SUM(Partners[BookingAmount])
)
Rank =
RANKX(
ALLSELECTED(
SWITCH(
TRUE(),
SelectedCustomerType = "Regular Customer", RegularCustomers,
SelectedCustomerType = "Distributor", Distributors,
SelectedCustomerType = "Partner", Partners
)
),
[BookingAmount],
,
DESC,
DENSE
)
Add a matrix visual and use the following fields:
Use a dynamic approach to switch between customer types. You can create a calculated column or use a measure to display the appropriate IDs and names.
DAX
CustomerID =
SWITCH(
TRUE(),
SelectedCustomerType = "Regular Customer", RegularCustomers[CustomerID],
SelectedCustomerType = "Distributor", Distributors[DistributorID],
SelectedCustomerType = "Partner", Partners[PartnerID]
)
CustomerName =
SWITCH(
TRUE(),
SelectedCustomerType = "Regular Customer", RegularCustomers[CustomerName],
SelectedCustomerType = "Distributor", Distributors[DistributorName],
SelectedCustomerType = "Partner", Partners[PartnerName]
)
Add the BookingAmount measure and the Rank measure.
Apply the Top N filter using the slicer value.
DAX
TopNFilter =
IF(
[Rank] <= SELECTEDVALUE(TopNValues[Value]),
1,
0
)
Apply this filter to the matrix visual to show only the top N customers.