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I have a list of transactions related to 5 different entities. I have all of these in a table but want to limit the table to just the top 3 transactions. When I use the Top N visual filter it sums the transactions by entity and then shows the top 3 entities' individual transactions. I have tried filtering by entity and by amount (both with amount as the 'By Value'), but to no avail. Does anyone have any suggestions, either in using the visual filter or with DAX? The data is below:
Sales by Entity | Visual Filter w/ Top N | |||
Entity | Amount | Fund | Amount | |
D | 93,227 | D | 93,227 | |
B | 90,273 | B | 90,273 | |
D | 79,681 | D | 79,681 | |
C | 78,648 | C | 78,648 | |
D | 75,941 | D | 75,941 | |
B | 74,074 | B | 74,074 | |
E | 68,959 | B | 49,247 | |
E | 61,133 | C | 3,462 | |
B | 49,247 | C | 2,477 | |
A | 31,428 | |||
A | 17,149 | |||
A | 16,989 | |||
E | 8,541 | |||
C | 3,462 | |||
C | 2,477 |
Solved! Go to Solution.
I just stumbled on the solution as I worked through your suggestion. In hindsight it's pretty obvious! After selecting the Top N filter and the number of items to filter I just selected Maximum. And lo and behold it gave me the information I needed. Thanks for your help anyway, I appreciate the inspiration.
I have found this to be a bit wonky to get configured. First, make sure your Amount is a numeric data type and not text. Next, put it in a table visualization along with Entity column. Make sure to select "Do not summarize". Now, configure your Top N filter and make sure it is configured for SUM of Amount. Now, go back to your Values area and switch from Do not summarize to SUM.
See if that works for you.
I just stumbled on the solution as I worked through your suggestion. In hindsight it's pretty obvious! After selecting the Top N filter and the number of items to filter I just selected Maximum. And lo and behold it gave me the information I needed. Thanks for your help anyway, I appreciate the inspiration.
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