Filter data based on date-field in other table

[Spekko]

After lurking frequently in this community, time for my first post.

Is it posible to filter results in a visual based on the contents of another table?
In this case: i've got Marketing Qualified Leads coming in through our website. This has an Entry Date (MQLDate).

MQL ID MQLDate

1	16-09-2020
2	17-09-2020

then there is another table, with Leads.

Lead ID MQL Id Lead Create Date

1	1	14-09-2020
2	1	18-09-2020
3	2	19-09-2020

What I want is that when I select MQL Id 1 in my dashboard, that the dashboard only shows me leads, related to MQL Id 1, where the Lead Create Date is more recent than the MQLdate. So in the example above, It should only show Lead ID 2.

Another approach I probably need is not only getting all related information after the MQLDate, but also 'only the first lead after the MQLDate'. Hope my description is clear enough.

[Icey · Accepted solution]

Hi @Spekko ,

Try this:

1. Create relationship between the two tables.

2. Create measures:

• Show all related information after the MQLDate.

Measure 1 = IF ( MIN ( 'Lead'[Lead Create Date] ) > SELECTEDVALUE ( 'MQL'[MQLDate] ), 1 )

•  Show only the first lead after the MQLDate.

Measure 2 = 
VAR MinLeadCreateDate =
    CALCULATE (
        MIN ( 'Lead'[Lead Create Date] ),
        FILTER (
            ALLSELECTED ( 'Lead' ),
            'Lead'[MQL Id] = SELECTEDVALUE ( 'MQL'[MQL ID] )
                && 'Lead'[Lead Create Date] > SELECTEDVALUE ( MQL[MQLDate] )
        )
    )
RETURN
    IF (
        SELECTEDVALUE ( MQL[MQL ID] ) = BLANK (),
        1,
        IF ( MIN ( 'Lead'[Lead Create Date] ) = MinLeadCreateDate, 1 )
    )

3. Put measures into "Filters on this visual" field of needed visuals and set "is 1", then test.

BTW, .pbix file attached.

Best Regards,

Icey

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

[Spekko]

Wow that really helps! Thanks for the effort you put in!

[Anonymous]

Use slicer

[Spekko]

Thanks for the reply.

I don't think I fully understand (yet), I actually do not want to present the end user with a manual action, which, as far as I know, a slicer does give. Can it also be done automatically? So that the metric/visual shows only the relevant data from the first lead linked to the MQL? Like putting in a dynamic field as a filter on the visual, where the content of the dynamic field is the date from the selected MQL?

[Yggdrasill]

Go to Model View in Power BI Desktop (left most pane you'll find with 3 icons)

Left click and hold the button on ID from table1 and drag it to ID in table 2. Now you have a 1:N (1 to many relationship) between your tables.

Go back to Report View and drag ID from table 1 into the canvas. Change the visual to a slicer and you're good to go