cancel
Showing results for 
Search instead for 
Did you mean: 
Reply
Highlighted
prichter_mk
Regular Visitor

Dynamic Grouping of aggregated data

Hello all,

 

I have a requirement to apply dynamic column grouping to aggregated data. 

 

The underlying dataset is a table that contains STORE NUMBER, REGION, VOLUME, SALES, FORECAST. 

 

STORE NUMBERREGIONVOLUMESALESFORECAST
1AHIGH100120
2ALOW2020
3BLOW3040
4CHIGH120180
5CHIGH130140

 

The initial presentation of the data will be as follows. The SALES and FORECAST data will be summed across the entire dataset with a count of total stores.

 

STORE COUNTSALESFORECAST
5400500

 

The users would then like to be apply dynamic grouping of the aggregated dataset without filtering out any of the underlying dataset. In this example, they'd want the options of grouping by data by (1) REGION, (2) VOLUME, or (3) REGION and VOLUME. 

 

1. Group by REGION

STORE COUNTREGIONSALESFORECAST
2A120140
1B3040
2C250320

 

2. Group by VOLUME

STORE COUNTVOLUMESALESFORECAST
3HIGH350440
2LOW5060

 

3. Group by both REGION and VOLUME

STORE COUNTREGIONVOLUMESALESFORECAST
1AHIGH100120
1ALOW2020
1BLOW3040
2CHIGH250320

 

I've attempted to use slicers for the selection of the groupings but that ends up filtering per selection as one would expect. Any help or direction on how to support the desired functionality would be much appreciated. 

 

Thanks!

P

2 ACCEPTED SOLUTIONS

Accepted Solutions
Super User IV
Super User IV

Re: Dynamic Grouping of aggregated data

@prichter_mk I would recommend to use bookmark to achieve this, basically you create bookmarks to show and hide different visuals and then on click of button call the respective bookmark.






Did I answer your question? Mark my post as a solution.

Proud to be a Datanaut! Appreciate your Kudos 🙂
Feel free to email me with any of your BI needs.





View solution in original post

Community Support
Community Support

Re: Dynamic Grouping of aggregated data

Hi @prichter_mk ,

 

As parry2k's suggestion, you may create bookmarks for every selected options.

 

For references:

Use bookmarks to share insights and build stories in Power BI ,

Use bookmarks in Power BI Desktop to share insights and build stories .

 

Best Regards,

Amy

 

Community Support Team _ Amy

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

4 REPLIES 4
Super User IV
Super User IV

Re: Dynamic Grouping of aggregated data

@prichter_mk I would recommend to use bookmark to achieve this, basically you create bookmarks to show and hide different visuals and then on click of button call the respective bookmark.






Did I answer your question? Mark my post as a solution.

Proud to be a Datanaut! Appreciate your Kudos 🙂
Feel free to email me with any of your BI needs.





View solution in original post

Community Support
Community Support

Re: Dynamic Grouping of aggregated data

Hi @prichter_mk ,

 

As parry2k's suggestion, you may create bookmarks for every selected options.

 

For references:

Use bookmarks to share insights and build stories in Power BI ,

Use bookmarks in Power BI Desktop to share insights and build stories .

 

Best Regards,

Amy

 

Community Support Team _ Amy

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

prichter_mk
Regular Visitor

Re: Dynamic Grouping of aggregated data

@v-xicai @parry2k Thanks for the quick reply. I will research the use of bookmarks further, however, the actual scenario that I'm dealing with contains approximately 10 different "group by" selections, not just 2 like I provided in the example. Although possible, it's going to be difficult to create/manage/present a bookmark for each possible selection permutation. 

 

In addition, there will be multiple filtering slicers that will be selected by the user (for example, SKU #) before the data is ready to be grouped by one of the many optional column groupings. I was hoping there would be a way to dynamically choose which optional column groupings to group by via some mechanism resembling a slicer list. The user workflow does not always dictate that the same column grouping selections will be made for each filtered data set. 

Community Support
Community Support

Re: Dynamic Grouping of aggregated data

Hi @prichter_mk ,

 

It is unavailable to get some mechanism resembling a slicer list to control columns of table visual as you desired, you might post your new idea here https://ideas.powerbi.com/forums/265200-power-bi-ideas , and add your comments there to improve Power BI and make this feature coming sooner.

 

As a workaround, you might try the bookmark or create 10 table visuals for every group.

 

Best Regards,

Amy

 

Community Support Team _ Amy

If this post helps, then please consider Accept it as the solution to help the other members find it more quickly.

Helpful resources

Announcements
Announcing the New Spanish Forum

Announcing the New Spanish Forum

Do you need help in Spanish? Check out our new Spanish community section.

MBAS Gallery 2020

MBAS Gallery 2020

Watch Microsoft Business Applications Summit sessions on-demand.

‘Better Together’ Integration Forum Launch

‘Better Together’ Integration Forum Launch

We've launched a how-to forum where you can learn about how Power BI integrates with other Power Platform products.

Top Solution Authors
Top Kudoed Authors