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Applicable88
Impactful Individual
Impactful Individual

Instead of clumsy bookmarks using drop down menu to switch dimension, created in PQ

Hello,

I once seen a report where someone uses a dropdown menu to switch the dimension between date, calendar week, month and year view of visuals. I find its a much more elegant way to do it, compare using bookmarks to switch the many overlapping visuals. 

I don't know if the preparation work needs to be done in PowerQuery first 

For example I have a date table and another table is joined in the datamodel how many orders were coming in per day. Then these can be displayed in a bar chart and I use the drop down of the dimension to switch between date, calendar week and month etc. 

 

The standard structure would be having a table1 dimension table and a table2 Facttable, which are connected in the datamodel later on :

 

Date Calendarweek Month
01.01.202153Dec
02.01.202153Dec
03.01.202153Dec
04.01.20211Jan
05.01.20212Jan
06.01.20213Jan
07.01.20214Jan
08.01.20215Jan
09.01.20216Jan
10.01.20217Jan
11.01.20218Jan

 

Date  Ordersamount
01.01.2021 100
02.01.2021 288
03.01.2021 333
04.01.2021 555
05.01.2021 987
06.01.2021 888
07.01.2021 123
08.01.2021 444
09.01.2021 555
10.01.2021 345
11.01.2021 432

Thank you very much in advance.

Best.

1 ACCEPTED SOLUTION
KNP
Super User
Super User

Hi @Applicable88,

 

I think this (youtube.com/watch?v=hilfglpKNRQ&ab_channel=BIElite) will give you what you're looking for.

And you're right, this is a much more elegant solution than bookmarks.

 

Kim

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3 REPLIES 3
KNP
Super User
Super User

Hi @Applicable88,

 

I think this (youtube.com/watch?v=hilfglpKNRQ&ab_channel=BIElite) will give you what you're looking for.

And you're right, this is a much more elegant solution than bookmarks.

 

Kim

Have I solved your problem?
Please click Accept as Solution so I don't keep coming back to this post, oh yeah, others may find it useful also ;).
chrome-9xf-Zagzel-B

If you found this post helpful, please give Kudos.
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KIfp67uy-Sr
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Applicable88
Impactful Individual
Impactful Individual

Hello @KNP thank you so much. That is the closes to what I'm looking for. The only problem with that method and is also displayed in the video, e.g. there seems to be a problem with calendar weeks. And another problem are the displays of the dimension, for example for dates you see correctly in date format, but when setting on "monthly" every bar in the chart will display the first of the month, if you do "yearly" you get the first of the year. Any workaround for that? 

Best. 

I don't have much time at the moment, so I'll post this link in the meantime in case it helps.

 

https://www.youtube.com/watch?v=lFd2hjkKz_Q&ab_channel=BIElite 

 

Not sure how easy it will be to incorporate both solutions.

If that doesn't solve the issue, if you have the time to throw together a sample PBIX I should be able to take a look at it later.

Have I solved your problem?
Please click Accept as Solution so I don't keep coming back to this post, oh yeah, others may find it useful also ;).
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If you found this post helpful, please give Kudos.
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