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Anonymous
Not applicable

Filtering Question....

Hi,

 

I had an advanced find in my CRM program and I am having a hard time translating into PowerBi.

It looks like below.

If I filter down the dates in my query, I lose the other stages.

Any help would be great 🙂

 

2019-04-14 18_06_33-Advanced Find - Microsoft Dynamics 365.png

 

Cindy

2 ACCEPTED SOLUTIONS
Anonymous
Not applicable

I have one column in my data set that has five stages:

1. Identified

2. Approved

3. In-Process

4. Implemented

5. Completed

 

I want to bring in all rows for the first 2 stages.

I want to then filter the Actual Start Date from stage 3 to be after 1/1/2018.

I also want to do this stage 4 with the actual implementation date to be after 1/1/2018.

 

I am not sure how to filter this with DAX.

View solution in original post

@Anonymous you can put a slicer visual on the page and use this column in slicer, and based on the selection in the slicer, your data will get filter.

 

If you can provide a sample data in excel using onedrive/google drive, remove any sensitive information and I can get you the working solution.



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View solution in original post

3 REPLIES 3
Anonymous
Not applicable

I have one column in my data set that has five stages:

1. Identified

2. Approved

3. In-Process

4. Implemented

5. Completed

 

I want to bring in all rows for the first 2 stages.

I want to then filter the Actual Start Date from stage 3 to be after 1/1/2018.

I also want to do this stage 4 with the actual implementation date to be after 1/1/2018.

 

I am not sure how to filter this with DAX.

@Anonymous you can put a slicer visual on the page and use this column in slicer, and based on the selection in the slicer, your data will get filter.

 

If you can provide a sample data in excel using onedrive/google drive, remove any sensitive information and I can get you the working solution.



Subscribe to the @PowerBIHowTo YT channel for an upcoming video on List and Record functions in Power Query!!

Learn Power BI and Fabric - subscribe to our YT channel - Click here: @PowerBIHowTo

If my solution proved useful, I'd be delighted to receive Kudos. When you put effort into asking a question, it's equally thoughtful to acknowledge and give Kudos to the individual who helped you solve the problem. It's a small gesture that shows appreciation and encouragement! ❤


Did I answer your question? Mark my post as a solution. Proud to be a Super User! Appreciate your Kudos 🙂
Feel free to email me with any of your BI needs.

parry2k
Super User
Super User

@Anonymous sorry not very clear about your ask. Read ths post to get your answer quickly.

 

 



Subscribe to the @PowerBIHowTo YT channel for an upcoming video on List and Record functions in Power Query!!

Learn Power BI and Fabric - subscribe to our YT channel - Click here: @PowerBIHowTo

If my solution proved useful, I'd be delighted to receive Kudos. When you put effort into asking a question, it's equally thoughtful to acknowledge and give Kudos to the individual who helped you solve the problem. It's a small gesture that shows appreciation and encouragement! ❤


Did I answer your question? Mark my post as a solution. Proud to be a Super User! Appreciate your Kudos 🙂
Feel free to email me with any of your BI needs.

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