Forum Discussion
Classifying transaction based on date slicer
Hi, czaldumbide
Based on the descirption, I assume that you want to display the record in ‘Decrease’ where 'ID' is not included in 'Cancellations'. I created data to reproduce your scenario. The pbix file is attached in the end.
Cancellations:
Decrease:
You may create a measure as below.
Visual Control = IF( SELECTEDVALUE(Decrease[ID]) in DISTINCT(Cancellations[ID]), 0,1 )Finally you may put the measure in the visual level filter to get the result.
Best Regards
Allan
If this post helps, then please consider Accept it as the solution to help the other members find it more quickly.
Hi, czaldumbide
Based on the descirption, I assume that you want to display the record in ‘Decrease’ where 'ID' is not included in 'Cancellations'. I created data to reproduce your scenario. The pbix file is attached in the end.
Cancellations:
Decrease:
You may create a measure as below.
Visual Control =
IF(
SELECTEDVALUE(Decrease[ID]) in DISTINCT(Cancellations[ID]),
0,1
)
Finally you may put the measure in the visual level filter to get the result.
Best Regards
Allan
If this post helps, then please consider Accept it as the solution to help the other members find it more quickly.
Hi Allan,
Thank you for the sample pbix file.
I should have been a bit clearer on my post. The tables I displayed as Cancellations and Decrease are my report visualizations. The actual data comes from a single table called 'Transactions' were I inlcuded a calculated column to identify each transaction as decrease or cancellation.
Now, in regard to your solution I saw that you were able to remove transactions belonging to ID=C from the Decrease table, but you're still not adding those amounts to the cancellations table. The amount for ID=C in the cancellation table should be $550, not $100.
I am attaching a sample PBIX. Ideally, on my first tab I should be removing ID C from decrease and adding its amount to Cancellations, but tab 2 displays my data correctly since the slicer is set until 06/18 so the transaction from ID C where remaining balance =0 hasn't happened yet.
Let me know if it's a bit more clear what I'm looking for now. Let me know if you have any further suggestions.
Sample PBIX - Transactions classifications
Thanks!