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Elangamban's avatar
Elangamban
Regular Visitor
9 years ago

create a common date filter

Hi,   I need to create a common date filter for my tables. I've connect Dynamics crm to power bi.   Let's say I've three different team and for each of them has a table (sales, marketting, servic...
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v-huizhn-msft's avatar
v-huizhn-msft
Microsoft Employee
9 years ago

Hi Elangamban,

Based on my understanding, you want to display the fields highlighted in green line when you select "Bottom LIne", and the fields highlighted in red line when you select "Order Value", right? If it is, there must be relationship between Sales, Services, Products,Total Table and Date table. Filter is used to filter the rows, when you select one value in slicer, the corresponding rows in ralated table will be filtered. 

Best Regards,
Angelia

Elangamban's avatar
Elangamban
Regular Visitor
9 years ago

Hi,

 

For testing purpose, I've created relationship between Sales table and date table.

 

But, the data is not displaying when I chose the date table.

 

It will be helpful if you explain what kind of relationship should to be create? (For testing purpose lets assume these two tables, sales and date table)

 

Thanks...

  • v-huizhn-msft's avatar
    v-huizhn-msft
    Microsoft Employee
    9 years ago

    Hi Elangamban,

    >>the data is not displaying when I chose the date table.

    Do you import the data successfuly? What do you mean of "data is not displaying". It's weird.

    Do you mind share the .pbix file for further analysis? 

    Best regards,
    Angelia