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Gjorge's avatar
Gjorge
Regular Visitor
10 years ago
Solved

Two Views of the same Data Set-

I want to see monthly Sales by new customer and total monthly sales (all customers) in the same dashboard. I have a customer status field that distinguish new customer from existing one.  I have this...
  • MattAllington's avatar
    10 years ago

    So the issue is the filters filter your data model and in doing so it can create this issue. Consider a simple example. You have a table of sales by product. You filter the table to see sales of green products, but then you no longer see total sales of all products. 

     

    The solution is to write formulas that over come this issue. I suggest you write a new measure that gives sales for new customers without needing to use the filter. So the 2 measures you need will be similar to this

     

    total sales = sum (dataTable[sales column])

    total sales new customers = CALCULATE ([Total Sales] , table[new cust status]="new")

     

    the second filter will work without the need for filtering - the calculate adds the filter. Just rename all the tables and columns to match what is your data model

     

     

  • vishal0soni's avatar
    10 years ago

    Totally agree with solution provided by orionlee.

     

    Just providing higher level clarification, that for any report, there will be three types of filters:

    1) Report Level Filters - You use them to filter out unwated data from your entire report, including mutliple tabs (but data remains available for other reports created and saved separetely).

    2) Page Level Filters -  Use them to filter out data from entire page (or tab). So if there are multiple charts/tables visible on same page, data will be filtered from all of them.

    3) Visual Level Filter - This is specific to individual elements added to chart (and so it appears only when you click on any element, like a chart or table). Use this to filter out data from that single chart or table, but the data still appears on other charts/tables within the report.

     

    Hope this helps clearify the things.