Visualization Interaction & Related Fields

[MrRM]

My question (also posted inside the pbix file):

Here is my issue - I have related two tables (Strip and Trades) via Calendar (Trades: Report Date, Strip: Date). I would like my visualization to look like Table B (see image or model).

Report Date field- this is essentially all of the dates, blown out, for a each Trade ID between and including the Term Start Date and Term End Date.

I want to be able to click on a line item for a Trade ID in Table B and have Table C and Table D reflect the "Report Dates" associated to the trade. However, because Report Date does not exist in Table B, Tables C and D do not change, as a result, they reflect all dates.

The only work around I have found is to put Report Dates into the table - as seen in Table A. I can hold CTRL and select each associated line item to a specific Trade ID. This filters the Tables C and D accordingly.

I do not want to use a slicer that utilizes Calendar - Date, because it doesn't provide the flexibility that I am looking for.

Is it possible to achieve what I want using Table B?

Exmaple of the result I am looking for: Select ID 1 in Table B, Table D = 1.50

Image Link

Model Link

[v-danhe-msft · Accepted solution]

Hi @MrRM,

Based on my test, if you want to make Table C and Table D reflect the "Report Dates" associated to the Trades table, I suggest you to modify the relationship between the Calendar table and Trades table.

Apply it you could see the correct result.

Regards,

Daniel He

[MrRM]

Worked like a charm. Thank you!