Button to show expense allocations?

[cmajewsk]

I have a simple Excel that keeps track of spending. Once the budget has been allocated for a specifc project I add the amout in a column called "Allocated". Not sure the best way to add a button that will change the dashboard to only show those items that have budget allocated to them.

Thanks for all your help! 

[danextian]

Hi @cmajewsk ,

There are several approaches to this:

One, you can use bookmarks to toggle between different views or pages or state of visuals.

Two, you can create a measure that toggles between different measures when a slicer item from a column in a disconnected table (no relationship with other tables) is selected.  You can create this table by either using the Enter Data feature or by creating a calculated table using DAX.
Here's sample pbix https://drive.google.com/file/d/1_mCOCfah38ZRBLzsZlkEym-Wg0KuzMlX/view?usp=sharing 

[cmajewsk]

"One, you can use bookmarks to toggle between different views or pages or state of visuals." 

It's getting that view - that is what I want. A bookmark comes after.

The second option just from reading it sounds highly advanced. Once I have access to Onedrive (blocked at my current location) I will give this a try. Thanks!

[Adescrit · Accepted solution]

How about adding the column "Allocated" to the "Filters on this page" section of the Filter pane? Then if you filter blank values it will give you a view of this without a budget allocated, or if you filter to exclude blank values you will update the page to show all values with a budget allocated.

[cmajewsk]

Great idea. Added the colum to the filter and made the filter anything over 0, then added it as a bookmark. So it was a combinatation a a couple of great ideas here. Thanks again everyone.

[Adescrit]

You could then create two bookmarks based on teh two filter states, ensuring that the "Data" option in the bookmarks is ticked.