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wbart's avatar
wbart
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5 years ago
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filter by groups defined in tables

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 selec...
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  • v-jingzhang's avatar
    v-jingzhang
    5 years ago

    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's avatar
wbart
Icon for Helper I rankHelper I
5 years ago

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's avatar
v-jingzhang
Icon for Community Support rankCommunity Support
5 years ago

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's avatar
    wbart
    Icon for Helper I rankHelper I
    5 years ago

    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