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Jaweed
Helper III
Helper III

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     

 

 

 

 

 

1 ACCEPTED SOLUTION
Anonymous
Not applicable

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 () )

vrongtiepmsft_0-1713922044873.png

 

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.

 

 

 

 

View solution in original post

1 REPLY 1
Anonymous
Not applicable

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 () )

vrongtiepmsft_0-1713922044873.png

 

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.

 

 

 

 

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