filtering summarized table

[gtamir1]

Hi, I have a summarized table based on Sales table. The summarized table does not have dates.

I wand to show graphes from the summarized table, filter by months.
If I use a slicer with months for the sales table, but the summarized table does not change acording to the slicer (does not re-generated).
The only way I can do this is to filter the sales table in Query Editor.

Any better idea?

[v-kkf-msft · Accepted solution]

Hi @gtamir1 ,

I don't have access to the link you shared, so I created the following sample data.

You can try using the query parameters to filter the months.
1. First add column [Year_Month] as a new query, then remove the duplicate values.

                    

2. Create a parameter and references query Year_Month.

3. Filter the rows in column [Year_Month] equal to the parameter.

      

4. Then you can modify the parameter to change the data loaded into the model.

            

Alternatively, if you are using the DirectQuery mode and the data source meets the following restrictions, then you can try using the Dynamic M query parameters.

• The feature is only supported for M based data sources. The following DirectQuery sources are not supported:

• T-SQL based data sources: SQL Server, Azure SQL Database, Synapse SQL pools (such as Azure Synapse Analytics (formerly SQL Data Warehouse)), and Synapse SQL OnDemand pools
• Live connect data sources: Azure Analysis Services, SQL Server Analysis Services, Power BI Datasets
• Other unsupported data sources: Oracle, Teradata, and Relational SAP Hana, PostgreSQL
• Partially supported through XMLA / TOM endpoint programmability: SAP BW and SAP Hana

If the problem is still not resolved, please provide detailed error information or the expected result you expect. Let me know immediately, looking forward to your reply.
Best Regards,
Winniz
If this post helps, then please consider Accept it as the solution to help the other members find it more quickly.

[gtamir1]

@v-kkf-msft I tested it, it werks.
Now I have to find the way to "no parameter" and away to choose multiple values.

Thank you.

[gtamir1]

@v-kkf-msft Interesting solution.

What to do for multiple selection?

Also I'd like to see all period in one tab and filtered period on other tabs.

Thanks

[gtamir]

Thnks a lot. I'll write you on sunday because I am not with my laptop.

What is the problem with the link, maybe you should ask for ppermition. 

[Kumail]

Hello @gtamir1 

The options given by @bcdobbs almost covers all the scenarios.

If you could send sample .pbix file, this would enable to better understand your requirements and giving a working solution.

Regards

Kumail Raza

[gtamir1]

Thanks @Kumail I granted your permition request for google drive.

[gtamir1]

Thanks @Kumail . Here is a link to the file. The slicer will not filter the 3 top numbers because they come from Running total file. How can I cause the running Total file to recalculate upon filter change?
https://drive.google.com/file/d/1hVwYy8IaeOeLcSagpFtkNRlxkaLZVLj7/view?usp=sharing

[Kumail]

Hello @gtamir1 

The image is attached for your reference.

https://drive.google.com/file/d/1JBcpiPsdnW0kpfupiZktCPi2fNLNicTK/view?usp=sharing

Regards

Kumail Raza

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[gtamir1]

Hi @Kumail 
Thank you for your effort.

I don't know what you did but the numbers are incorrect.
If I filter the creditcard file in power querry for one year, this is what @v-kkf-msft does too with a parameter, I then count cards in "C" in the summarized table and get different numbers then yours.
You can export it to excel and play with it.

[Kumail]

Hello @gtamir1 

Count of Type A comes from another DAX table Running total by credit card which doesn't have dates. Therefore, in order to get the dates working, it was linked to the original credit card table with bi filtering in the model. When you filter the records by dates, the credit card table filters the DAX table "Running total by credit card" and counts the records as per your defined logic. 

Data in Power Query Editor is not available since it requires credentials to access.

I hope this helps. 

Regards

Kumail Raza

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[Kumail]

Hello @gtamir1 

The table referred to in the file seems missing. 

[gtamir1]

Yes I just sent the importent tables. "creditcard" is the sales, and 

"RunningTotalByCreditCard".
I want to filter RunningTotalByCreditCard by month(s).
@v-kkf-msft gave me a solution but I would like to multiple filter, and to leave on tab unfiltered.

[bcdobbs]

Can you tell us a bit about your architecture?

Do you have a full sales table in a source system and you're only importing a summarised version?

Tables don't recalculate based on slicers. They're loaded at processing time.

You have some options:

1) Import the full sales table, if load time is an issue look at incremental load.

2) Import a table that is still summarised but only down to the grain you need. (Eg group by month/year in your case.

3 Explore direct query options. Leaving data in the source system.