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rberchtoldp
Frequent Visitor

Filter auto the detail table by the names in the table of totals (SUM() of the detail values)

Hi Community,

 

¿Do you know if there is a way whenever table 2 is filtered through the filter of 1 by some Total Value (this is a SUM () metric), the users that appear in that table are those that are owed show in table 3 without having to click on any name in table 2?

 

rberchtoldp_0-1666625239524.png

 

In the case of the screen, the AGR Table shows the name blank and Benjamin but the detailed table show more names that this two.  

 

If i click for example in Bejamin, the detail table shows all the detail information of Benjamin only but i need all the detailed information about all the names filtered in the AGG Table without to have to select a row in the AGG table.

 

I don't know if with power bi is possible to do it.

Best Regrds

 

1 ACCEPTED SOLUTION

Hi @rberchtoldp ,

As checked the screenshots you shared, it seems that you apply a visual-level filter on the main table visual. This filter WILL NOT effect the below detail table visual definitely. You can create a calculated column as below to get the sum of value per name first, and apply a page-level filter on these table visuals just as below screenshot. Please find the details in the attachment.

 

Sum of value = CALCULATE ( SUM ( 'Table'[Value] ), ALLEXCEPT ( 'Table', 'Table'[Name] ) )

 

Create a calculated column to get the sum of value per nameCreate a calculated column to get the sum of value per name

Apply a page-level filter to filter the data which sum of value  greater than 100Apply a page-level filter to filter the data which sum of value greater than 100

Best Regards

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

View solution in original post

3 REPLIES 3
rberchtoldp
Frequent Visitor

Hello yingyinr and thanks very much for your response,

 

I generated a sample dataset by i don't know how i can upload here.

 

The sample dataset only contains one table with this data.

 

rberchtoldp_0-1666680748533.png

 

This is the report without any filter.

 

rberchtoldp_1-1666680781519.png

And if we select the table object "Table with Totals" and set higer than 100 in SUM of value filter, this object "Table with Totals" is well filtered showing Jose and Juan but, the "Table with Detail by day" continue containing all the detail data of all Name. We want that when "Table of Totals" is filtered by Suma de Value de Table with Detail by day is filtered too containing only de datailed data of the names showed in the "Table with Totals".

 

rberchtoldp_2-1666681251372.png

 

¿Do you know how is possible do it ?

 

Thanks in advance,

Best Regards.

 

 

 

 

Hi @rberchtoldp ,

As checked the screenshots you shared, it seems that you apply a visual-level filter on the main table visual. This filter WILL NOT effect the below detail table visual definitely. You can create a calculated column as below to get the sum of value per name first, and apply a page-level filter on these table visuals just as below screenshot. Please find the details in the attachment.

 

Sum of value = CALCULATE ( SUM ( 'Table'[Value] ), ALLEXCEPT ( 'Table', 'Table'[Name] ) )

 

Create a calculated column to get the sum of value per nameCreate a calculated column to get the sum of value per name

Apply a page-level filter to filter the data which sum of value  greater than 100Apply a page-level filter to filter the data which sum of value greater than 100

Best Regards

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

Hi @rberchtoldp ,

It is hard to say that it is possible or not  to achieve it due to there is no sample data and model tables information. Does any relationshop exist in these three tables? I need to understand why the detailed table show more names that this two?  Could you please provide the above required info? Thank you.

Best Regards

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

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