Forum Discussion

Jaweed's avatar
Jaweed
Helper III
2 years ago
Solved

Assistance in a simple Report

Hi Everybody

Please assist me, I am new to PowerBi Report services.  I have started designing a report based on a Powerbi data source. 

I have 2 Tables - Company and Shareholders.  Thank you for your assistance.

 

Output

I want the report to have first a table showing the company details.  A second table below will show its shareholders only ( based on the Company selected)

 

Parameters: ( 2 of them)

1:  Drop box of complanies as per data input in parameter 2, which is a Next Review Date. Only companies with Next Review Date <= "User input date ie [arameter 2" gets populated'

In my example, user choses 30 April 2024 in parameter 2, Only CPY A and Cpy B get populated in parameter 1. User selects CPY A and the shareholder table is filtered accordingly. 

 

Sample Data

 

Table  Company      
CompanyNext Review DateManager    
CPY A12-Feb-24Lee    
CPY B18-Jan-24Rob    
CPY C12-May-24Sue    
CPY D18-Jun-24Suzy    
       
Table ShareHolder      
CompanyShareHolder Name     
CPY AJack     
CPY AMary     
CPY BHelen     
CPY CJelly     
CPY CFrancis     

 

 

Report Layout

      
Company basic      
CompanyManager     
CPY ALEE     
Shareholders      
CompanyShareholder Name     
CPY AJack     
CPY AMary     

 

 

 

 

 

needs help
  • Anonymous's avatar
    Anonymous
    2 years ago

    Hi Jaweed ,

     I have created a simple sample, please refer to my pbix file to see if it helps you.

    Create a date table .

    Table = CALENDAR(DATE(2024,4,1),DATE(2024,12,31))

    Then create a measure.

    Measure =
VAR _date =
    SELECTEDVALUE ( 'Table'[Date] )
RETURN
    IF ( MAX ( 'Table-company'[Next Review Date] ) <= _date, 1, BLANK () )

     

    How to Get Your Question Answered Quickly - Microsoft Fabric Community

     

    If it does not help, please provide more details with your desired output and pbix file without privacy information (or some sample data) .

     

    Best Regards
    Community Support Team _ Rongtie

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

     

     

     

     

1 Reply

  • Anonymous's avatar
    Anonymous
    Not applicable
    2 years ago

    Hi Jaweed ,

     I have created a simple sample, please refer to my pbix file to see if it helps you.

    Create a date table .

    Table = CALENDAR(DATE(2024,4,1),DATE(2024,12,31))

    Then create a measure.

    Measure =
VAR _date =
    SELECTEDVALUE ( 'Table'[Date] )
RETURN
    IF ( MAX ( 'Table-company'[Next Review Date] ) <= _date, 1, BLANK () )

     

    How to Get Your Question Answered Quickly - Microsoft Fabric Community

     

    If it does not help, please provide more details with your desired output and pbix file without privacy information (or some sample data) .

     

    Best Regards
    Community Support Team _ Rongtie

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