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Joak
Frequent Visitor

Filter report with multiple tables

Hello everyone, 

 

I have a problem on establishing a relation between two tables. I have understood how to link two tables with unique values, but here I want to link two table only to be able to apply a filter on the whole report. 

 

This will explain better the issue : 

 

I have table A with 10 columns (number of client, 10 distincts numbers)(type of client, 2 distinct numbers)(etc.. etc..)

And table B with 10 columns (number of client, 10 distinct numbers)(type of client, 2 distinct numbers)(etc.. etc..) 

 

I have visuals which come from both tables, and I'd like to be able to filter data in the visuals from the different types of clients (1st type or 2nd type) 

 

How could I succeed in doing that ? Knowing that both tables contains like three thousand lines each, so I can't have link those as I don't have unique values. 

 

Thanks already, I feel like the problem is easy but I can't find the path.. 

 

2 ACCEPTED SOLUTIONS
bullius
Helper V
Helper V

Hi @Joak,

 

Are the Client Types the same in both tables?

 

If so, try this:

Create a new table using the SUMMARIZE function, e.g.

SUMMARIZE ( 
    Table A,
    [ClientType]
)

This will give you a table with unique values for ClientType, which you can use to filter both original tables.

 

This is a brief description, let me know if you have difficulties. 

View solution in original post

Greg_Deckler
Super User
Super User

Create a third table of unique client id's and relate it to both tables.


@ me in replies or I'll lose your thread!!!
Instead of a Kudo, please vote for this idea
Become an expert!: Enterprise DNA
External Tools: MSHGQM
YouTube Channel!: Microsoft Hates Greg
Latest book!:
The Definitive Guide to Power Query (M)

DAX is easy, CALCULATE makes DAX hard...

View solution in original post

3 REPLIES 3
Greg_Deckler
Super User
Super User

Create a third table of unique client id's and relate it to both tables.


@ me in replies or I'll lose your thread!!!
Instead of a Kudo, please vote for this idea
Become an expert!: Enterprise DNA
External Tools: MSHGQM
YouTube Channel!: Microsoft Hates Greg
Latest book!:
The Definitive Guide to Power Query (M)

DAX is easy, CALCULATE makes DAX hard...

thank you both it works 🙂 

bullius
Helper V
Helper V

Hi @Joak,

 

Are the Client Types the same in both tables?

 

If so, try this:

Create a new table using the SUMMARIZE function, e.g.

SUMMARIZE ( 
    Table A,
    [ClientType]
)

This will give you a table with unique values for ClientType, which you can use to filter both original tables.

 

This is a brief description, let me know if you have difficulties. 

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