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vjnvinod
Impactful Individual
Impactful Individual

how to create a filter for table visuals

Hello Team,

below is the visual table on my dashboard and the values come from 2 tables

Account_Listing: FYTD TER

TMT Master NEW: Market value and sales

Capture.PNG

I would like to create a filter that allows my users to see the Lates Mareket Vale about $1b and a TER of $100,000 or less

How can I do that?

12 REPLIES 12
parry2k
Super User
Super User

@vjnvinod not sure how your tables are connected and if these are the measure or what? You need to provide more context. Read this post to get your answer quickly.

https://community.powerbi.com/t5/Community-Blog/How-to-Get-Your-Question-Answered-Quickly/ba-p/38490



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vjnvinod
Impactful Individual
Impactful Individual

@parry2k 

 

Both the tables are connected with many to many relationship

they are not measures, they are coloumns (TER value is coming from Account Listing table and Market value is coming from TMT Master NEW)

 

I am just trying to create a filter where where users can quickly filter

companies Market Value over $1b and a TER of $100,000 or less
not sure, how to give more context for this

 

Capture1.PNG

@vjnvinod interesting, did you tried using page-level filter and add these conditions as a filter and see if you get the correct result before we proceed further.



Subscribe to the @PowerBIHowTo YT channel for an upcoming video on List and Record functions in Power Query!!

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If my solution proved useful, I'd be delighted to receive Kudos. When you put effort into asking a question, it's equally thoughtful to acknowledge and give Kudos to the individual who helped you solve the problem. It's a small gesture that shows appreciation and encouragement! ❤


Did I answer your question? Mark my post as a solution. Proud to be a Super User! Appreciate your Kudos 🙂
Feel free to email me with any of your BI needs.

vjnvinod
Impactful Individual
Impactful Individual

@parry2k 

 

I don't want to create a page level filter, as i want to give the user  the ability to filter the data with the criteria i mentioned

is there anyway to do that?

 

if not is there anyway i can highlight those rows, which meets my criteria, tried looking at conditional formatting, that doesn't really helps, you need to sum the TER value and also Market value and highlight the rows

 

@vjnvinod why not use the simple slicer, did you tried it? I'm a bit lost what you are trying to achieve. Did you try slicer? if yes, why it didn't worked?



Subscribe to the @PowerBIHowTo YT channel for an upcoming video on List and Record functions in Power Query!!

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If my solution proved useful, I'd be delighted to receive Kudos. When you put effort into asking a question, it's equally thoughtful to acknowledge and give Kudos to the individual who helped you solve the problem. It's a small gesture that shows appreciation and encouragement! ❤


Did I answer your question? Mark my post as a solution. Proud to be a Super User! Appreciate your Kudos 🙂
Feel free to email me with any of your BI needs.

vjnvinod
Impactful Individual
Impactful Individual

@parry2k 

 

for that i created a measure, like below and try to add this into slicer visual, but its not allowing me to add the measure into the slicer

 

Not sure if there is any restriction for measure to be added into the slicer

 

PotentialOpportunities = IF(SUM('TMT Master NEW'[Latest Market Value (US$)])>1000000000 && SUM(Account_Listing[TER_FYTD_USD ])<=100000, "Potential","OtherCases")

HI  @vjnvinod 

Just set visual level filter for 'TMT Master NEW'[Latest Market Value (US$)] is greater than 1000000000 and Account_Listing[TER_FYTD_USD ] is less or equal to 100000.

https://docs.microsoft.com/en-us/power-bi/power-bi-report-add-filter#add-a-filter-to-a-visual

4.JPG

 

If not your case, please share a simple sample pbix file and your expected output.

 

Regards,

Lin

Community Support Team _ Lin
If this post helps, then please consider Accept it as the solution to help the other members find it more quickly.

@v-lili6-msft 

 

Visual level/page level filter is i am aware. but i dont want to do that, as i want to keep the table as it is and allow users to filter from the slicer

 

is there anyway i can do that as slicer? (Note: data is coming from 2 different table and they are connected via Many to many relationship)

i tried creating and measure and reaslised that measure cannot be added to slicer

hi @vjnvinod 

If so, I would suggest you try this way to get it as below:

Use bookmark and set two bookmark botton as a "slicer", and set different visual level filter for two table visual.

see more details by these document:

https://radacad.com/bookmarks-and-buttons-making-power-bi-charts-even-more-interactive

 

Regards,

Lin

Community Support Team _ Lin
If this post helps, then please consider Accept it as the solution to help the other members find it more quickly.

@v-lili6-msft 

 

this works, is there any other option we have ?

like using some dax function?

hi  @vjnvinod 

If so, you could refer to this blog:

Dynamically change the information within a visual via a slicer

Create two group measure which add conditional into measure, then use slicer to switch them.

 

But for your case, I would suggest you use bookmark, that is more simple.

 

Regards,

Lin

Community Support Team _ Lin
If this post helps, then please consider Accept it as the solution to help the other members find it more quickly.
vjnvinod
Impactful Individual
Impactful Individual

@parry2k 

 

any feedback? let me know if there is no way out or is it my post which is confusing

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