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Anonymous
Not applicable

how to switch from one "group by" to another in a table visual ?

Hello,
I have a table with those columns :
Partnership / LOB / category / subcategory / garant / Year / val1inSystem1 / val1inSystem2 / val1DIFF / val2inSystem1 / val2inSystem2 / val2DIFF

I have created a dataset with that and I manage to display it in a table visual. We can see it here : https://transfert.free.fr/y1P5unZ
What I don't manage to do is to display from one "group by" to another. Indeed, we should be able to choose which "group by" we display and be able to switch from one to another.
I would then need another visual that would contain the following values if we can select only one element :
- Partnership
- Partnership / LOB
- Partnership / LOB / category
- Partnership / LOB / category / subcategory
- Partnership / LOB / category / subcategory / garant
- Partnership / LOB / category / subcategory / garant / Year
Or those values if we can have a multiple selection :
- Partnership
- LOB
- category
- subcategory
- garant
- Year

According to the choici made in the "group by" visual, the visualof the main table should display or hidecolumns among the columns Partnership / LOB / category / subcategory / garant / Year and display each time the sum of the columns val1inSystem1 / val1inSystem2 / val1DIFF / val2inSystem1 / val2inSystem2 / val2DIFF according to the "group by" selected.
My column YEAR is an integer but of course it should never be summed and keep all the time its initial value as if it was some text.
Thanks a lot for your help.

2 REPLIES 2
Ritaf1983
Super User
Super User

Hi @Anonymous 
Check the option of field parameters

https://www.youtube.com/watch?v=tb3eDmA7CqE

If this post helps, then please consider Accepting it as the solution to help the other members find it more quickly

Regards,
Rita Fainshtein | Microsoft MVP
https://www.linkedin.com/in/rita-fainshtein/
Blog : https://www.madeiradata.com/profile/ritaf/profile
Anonymous
Not applicable

Hello,

Thank you for the hint.

I have implemented the field parameter as you suggested. The problem is that it doesn't GROUP BY my GroupByParameter fields. It only visually removes the columns that are not selected, but keeps the same number of lines. 

Indeed, in the attached new version of pbix that I give you here : https://we.tl/t-xIb85XiETf I expect to have only 1 line per Partnership/Yearwhen these fields are selected in the GroupByParameter (I have filtered to Year 2020 in this example below and you can see all the yellow lines instead of 1 with the sum for each of my ValuesParameter fields), how can I get that please ?

jmclej3_0-1706522042273.png

 

I have tried with the Matrix (Pivot) visual but the ValuesParameter fields don't even get displayed, how to solve that please ?

I don't know why but it also doesn't display the Totals in my Table eventhough it is activated in the parameters of the table visual. Why is that and how to display it please ?

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