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

Help with Filtering

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!
2 REPLIES 2
Super User IV
Super User IV

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


---------------------------------------

@ me in replies or I'll lose your thread!!!

I have a NEW book! 
DAX Cookbook from Packt
Over 120 DAX Recipes!




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

Proud to be a Super User!




Community Support
Community Support

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

Community Support Team _ Xiaoxin
If this post helps, please consider accept as solution to help other members find it more quickly.

Helpful resources

Announcements
November Update

Check it Out!

Click here to read more about the November 2020 Updates!

Community Conference

Power Platform Community Conference

Check out the on demand sessions that are available now!

secondImage

Power Platform October Community Highlights

Check out the top community contributors across all of the communities

secondImage

Create an end-to-end data and analytics solution

Learn how Power BI works with the latest Azure data and analytics innovations at the digital event with Microsoft CEO Satya Nadella.

Top Solution Authors
Top Kudoed Authors