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GeorgeMichael Regular Visitor
Regular Visitor

Dynamic Filtering?

Good afternoon, 

Would something like this be possible? Trying to build a Dashboard that can serve our two largest functions to help them track their performance vs. Budget and Prior Year, but they are also the most scared of Excel/numbers.

 

#1) User logs in
#2) They select their function

#3) They select their name

#4) Their categories populate (for simplicity, each only has one for now, but in reality have 20+)

I also included a simple mapping table I can create in my organization.

 

Thanks in advance,

Fx1y8zD

3 REPLIES 3
Community Support Team
Community Support Team

Re: Dynamic Filtering?

Hi @GeorgeMichael 

I test with the following tables and relationships

9.png

Go to Edit queries, copy "mapping table", in this copied table, unpivot columns for "marketing" and "sales" columns

10.png

 

Close&&apply, go to relationship view", create relationships as below

12.png

 

Then in report view, add columns from "copy table" into the slicers, edit interactions among these slicers (see details on my report)

11.png

 

Best Regards
Maggie

 

 

Community Support Team _ Maggie Li
If this post helps, then please consider Accept it as the solution to help the other members find it more quickly.

Community Support Team
Community Support Team

Re: Dynamic Filtering?

Hi @GeorgeMichael 

Is this problem sloved? 

If it is sloved, could you kindly accept it as a solution to close this case?

If not, please let me know.

 

Best Regards

Maggie

GeorgeMichael Regular Visitor
Regular Visitor

Re: Dynamic Filtering?

@v-juanli-msft 

I never got an automated reply off of your first reply, my apologies.

Will try this later on today. Thank you in advance Maggie.