filter by groups defined in tables

[wbart]

Hello,

I try to simply filter my data by several predifined groups. The data is stored in a table and every group is stored in a seperate table. I maybe missed it, but is there a simple way to select these groups as a filter with one click on and of in a report? 

[v-jingzhang · Accepted solution]

Hi @wbart 

You need to define which item belongs to which group first in the table. Then you can create a relationship between the data table and group table on item columns. In this way you can use the group column in a slicer or filter or something else to filter the data table. The filter influence is passed by the relationship between tables. This is the easiest way.

Reference: Model relationships in Power BI Desktop - Power BI | Microsoft Docs

Regards,
Community Support Team _ Jing
If this post helps, please Accept it as the solution to help other members find it.

[wbart]

Thanks v-jingzhang, in the case that the names belong to more than one group I run into trouble I think. Am I right?

[v-jingzhang]

Hi @wbart 

I'm not sure what's your data like. You could try modifying the relationship to having many-to-many cardinality with single (Group table filters Data table) direction. In my sample, it works. For example, if I define "name a" belongs to group1 and group2, “name a” will show when I select either group1 or group2 in a slicer.

Regards,

Jing

[wbart]

Hi Jing,

Yes it works. I shy away a bit from the many to many relationship and for imense size of the Group table. 

I solved the problem for myself by using site Filter and show group results in one page of the report switching between with bookmarks. Thank you very much.

Best regards

Wbart

[amitchandak]

@wbart ,The information you have provided is not making the problem clear to me. Can you please explain with an example.

Appreciate your Kudos.