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aaron92 Regular Visitor
Regular Visitor

Create a dynamic filter across two columns, both from different tables

Hi all,

 

I'm trying to create a dynamic filter that operates across two columns in two different tables. To give some context, I want to create a report that allows the user to filter, using a slicer, between the historic taggings of a manger over time, and the current tagging of that manager based on a master site list.

 

The final output should look something like below:

 

Current Region.jpgCurrent Manager TaggingHistoric Region.jpgHistoric Manager Tagging

 

 

 

 

 

 

When the slicer is set to "Current" - the chart will show the revenue over time by manager (from the manager column in the master site list) and when the slicer is set to "Historic" - the chart should show the revenue over time by manager (from the manager column in the revenue table).

 

I will need to expand this for all the dimensions below (Head of Ops, PMS, Practice Manager and Region), not just the Ops Manager.

 

See tables below:

Table Layout.jpg

 

 

 

 

 

 

 

 

In my mind the final revenue table would look like this:

 

Table View.jpg

 

 

 

 

 

 

 

Any assistance on this would be much appreciated!

Thanks,
Aaron

1 ACCEPTED SOLUTION

Accepted Solutions
Community Support Team
Community Support Team

Re: Create a dynamic filter across two columns, both from different tables

@aaron92 ,

 

You may use Append Queries (Table.Combine) in Query Editor or UNION Function (DAX) to create a new table.

Community Support Team _ Sam Zha
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
Community Support Team
Community Support Team

Re: Create a dynamic filter across two columns, both from different tables

@aaron92 ,

 

You may use Append Queries (Table.Combine) in Query Editor or UNION Function (DAX) to create a new table.

Community Support Team _ Sam Zha
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

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