Forum Discussion
Filter a report based on excel file
I have a simple report in PowerBI which pulls together order information.
I know that certain orders within this report show misleading info as they follow a slightly different process than the majority of orders. I keep these order numbers in an excel file on a shared drive.
Would it be possible to use this excel file as a filter so that my PBI dashboard would not incorporate these orders into the visuals?
Thanks!!
if you import the file, you could add a column next to orders and assign values such as "Exclude" after this use Merge queries on your order tabel and merge with this imported query, expand the table to only bring the exclude colum and remove any lines that says "exclude" using filteres in the Power Query. this will give you clean list on your order table.
Tip: you could use the second import of "Exclude" list as connection only.
If this post helps, then please consider Accept it as the solution to help the other members find it more quickly.
3 Replies
Can you import this Excel file into Power Query of your PBI file ?
I am 100% sure I can, however I am not sure how to then filter upon it?
(it sounds like being super simple, so I might just be thinking to complicated...)if you import the file, you could add a column next to orders and assign values such as "Exclude" after this use Merge queries on your order tabel and merge with this imported query, expand the table to only bring the exclude colum and remove any lines that says "exclude" using filteres in the Power Query. this will give you clean list on your order table.
Tip: you could use the second import of "Exclude" list as connection only.
If this post helps, then please consider Accept it as the solution to help the other members find it more quickly.
