Forum Discussion
Using 2 Date Fields as One Slicer
I have the data below. Currently the data is in 2 tables and 2 slicers for each table. If I add these fields to one table now and filter by closing month is August 2018, not all of the August 2018 funded loans will show because these all didn't close in August 2018. How can I get the closing data and funding data into one table and create 1 slicer so when I click on August 2018 in the slicer it would show 6 closing units and 5 funding units in the same table? And then when I click on July 2018, it would use data from that month. Thank you for any help you can give!
Hi dplank
You can Append both table and make few changes in the model as below.
1. Closure Table : Rename the closure date to "Date" and add new column "Category" with values "Closure"
Name Units Date Category X XX 8/10/2018 Closure 2. FundingTable : Rename the Funding date to "Date" and add new column "Category" with values "Funding"
Name Units Date Category Y YY 8/20/2018 Funding 3. Append both tables. All 3 steps should be done in Power Query.
4.Create slicer based on "Date" field , and now if you select 2018 Aug, you will get both Closing and Funding data.
Thanks
Raj
6 Replies
Hi dplank
You can Append both table and make few changes in the model as below.
1. Closure Table : Rename the closure date to "Date" and add new column "Category" with values "Closure"
Name Units Date Category X XX 8/10/2018 Closure 2. FundingTable : Rename the Funding date to "Date" and add new column "Category" with values "Funding"
Name Units Date Category Y YY 8/20/2018 Funding 3. Append both tables. All 3 steps should be done in Power Query.
4.Create slicer based on "Date" field , and now if you select 2018 Aug, you will get both Closing and Funding data.
Thanks
Raj
Hi Anonymous
Thank you for the reply. I am a little lost on your solution and what you mean by Power Query. Sorry if that is a beginner thing.
I also failed to mention that I would need to do calculations off these fields in the same table. For example, a basic calculation would be the units in closure table with dates in August plus the units in the funding table with dates in August (or any month that my slicer shows). I would want to have this sum in one of the tables. How would I get that?
Thank you!
Hi dplank
In your desktop, go to Home- > Edit Queries , that will take you to Query Editor / Power Query.
Yes, if you follow the above steps you can do those calculations.
Thanks
Raj
