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enorberg
Helper II
Helper II

Using slicers with gauge visualisation

I've created a gauge chart which should show how much revenue a particular sales rep has pulled in in relation to their budget (target). I've uploaded two tables that look like this:

Budget Table:

SALES REP / BUDGET
Person A / 10,000
Person B / 12,000

Revenue Table:

CURRENT OWNER / REVENUE
Person A / 9,000
Person B / 13,000

 

In my gauge visualisation, I've made "Revenue" the value, and "Budget" the target value. I've created a relationship between the two tables, linking "Current Owner" with "Sales Rep". I've ensured the names in both tables match spelling and formatting wise.

When I do this, the target value becomes Sum of Revenue, adding person A and B together, even when I use a slicer to filter by Person A or B respectively. The actual value (revenue) filters as expected when using the slicer.

Could someone hep me figure out what I'm doing wrong? Many thanks!

4 REPLIES 4
vanessafvg
Super User
Super User

can you post a pic your relationship?  which table did you you create the slicer on?

 

it could be you create the slicer on the wrong person ie,  the arrow direction of the relationship is important, otherwise if its only these 2  tables you could creat a bi directional relationship with arrow going both ways.





If I took the time to answer your question and I came up with a solution, please mark my post as a solution and /or give kudos freely for the effort 🙂 Thank you!

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relationship.png

 

Here is the relationship.

The slicer is in its own table (Company owner) which has a relationship with current_owner_name in the Company table.

Thanks for helping!

it looks to me like your relationship arrow is pointing in the wrong direction..  if the slicer is on the company owner from company then the relationship should have the arrow point to the budget table not the other way around





If I took the time to answer your question and I came up with a solution, please mark my post as a solution and /or give kudos freely for the effort 🙂 Thank you!

Proud to be a Super User!




For some reason, I don't seem to be able to change the direction of this relationship. I've tried dragging the company field to the budget table, and the budget field to the company table, but the arrow goes in the same direction either way. Is there a different way of doing it?

Also, if I wanted to add more connections between the two tables, such as sales team, would I add a second connection between the two tables, or just ensure an exact match between field names (e.g. [Company]team and [Budget Q]team)?

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