How to create a clickable summary table from a data

[DD_user]

Hello Everyone! 

I have a data set with have mulitple columns relating to financial transactions like, transaction ID, Customer Name, Address, DOB, etc.

I am trying to build a dashboard report which will have two tables, 

View 1) The actual data shown

View 2) A summarry table which calculates and summarises unique, null, blank, zero, negative values for the underlying data (which is in view 1).

I am having a hard time to be able to create a relation in a way that Example; if the negative values for DOB shows there are 50 rows with negative DOB, if we click the 50 in view 2, view 1 gets filtered for only those 50 rows. Basically view 2 act as a slicer/filter for view 1.  

Really appreciate if anyone can help with this or direct to resources for this issue.

[v-yohua-msft · Accepted solution]

Hi, @DD_user 

You can do this using bookmarks and buttons. For each summary value that you want to act as a filter, create a bookmark that captures the status of the filtered report page.

Create report bookmarks in Power BI to share insights and build stories - Power BI | Microsoft Learn

Create buttons in Power BI reports - Power BI | Microsoft Learn

Alternatively, you can use drillthrough to allow users to click on a value in a summary table and view detailed data in another page filtered based on their selection.

Set up drillthrough in Power BI reports - Power BI | Microsoft Learn

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Best Regards

Yongkang Hua

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