Help with Filtering

[simonb]

Hi,

I have a table which has data for both Actuals and Budgets, the Budgets are split into 'versions', the actuals aren't. The data in the report needs to change based on a date selection to show actuals to a certain date, with budgets from that date, I have this part working.

I want to be able to filter the budget by the version, enforcing a selection if possible. So the user chooses a date, and can toggle the available budget versions, but I can't find a way to do this and apply it only to the budget and not the actuals.

This is the current measure:

Actuals by Period =

CALCULATE(SUM('P&L'[Value]),'P&L'[Source]="Actuals",filter(Dates,Dates[FY Start]>=[Actuals Start]&&Dates[Actuals End]<=[Actual End]))

+

CALCULATE(SUM('P&L'[Value]),'P&L'[Source]="Budget",FILTER(Dates,Dates[Actuals End]>=[Budget Start]&&'Dates'[Actuals End]<=[Budget End]))

I have the budget version available as a disassociated slicer, I'm thinking I need to be using either isfiltered, or similar but I'm not sure how to proceed from there.

ISFILTERED('Budget Version'[Version])

Does anyone have any hints as to how to progress?

Thanks in advance!

[v-shex-msft]

Hi @simonb,

Since I'm not so clear for your table structure, can you please share some dummy data and expected results with a similar data structure to help us clarify your scenario and test to coding formula?

Regards,

Xiaoxin Sheng

[Greg_Deckler]

So, you should be able to do that via ALL, ALLEXCEPT, KEEPFILTERS, REMOVEFILTERS, etc. Tough to be specific. Please see this post regarding How to Get Your Question Answered Quickly: https://community.powerbi.com/t5/Community-Blog/How-to-Get-Your-Question-Answered-Quickly/ba-p/38490