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Burnsy
Frequent Visitor

How do I make visual level filter reflect other visuals in my report

Hi, I have set up a matrix showing suppliers with spend >$25k.  I have put a visual level filter on this matrix with the >$25 parameter set.  My problem is this does not reflect in the other visuals in my report (i.e card showing number of suppliers, pie showing spend across divisions etc).  How do I reflect the spend parameter across all visuals? 

 

E.g - Only supplier 1 and 2 will be visible in the  matrix, and the other visuals would only reflect supplier 1 & 2

Supplier Name

Spend

# of Invoices

Supplier 1

$50,000

56

Supplier 2

$26,000

102

Supplier 3

$5,000

20

 

I am also having the same issue with another report where i want to show suppliers with less than 10 invoices per year.
Hoping you can help.

 

Thank you

1 ACCEPTED SOLUTION

Hi,

 

Measures cannot be dragged to the filter section,  Therefore, I think the best way out would be to write measures

 

Total amount = SUM(Data[Gross Amount])
Total amount with condition = if([Total amount]>50,[Total amount],BLANK())
Number of invoices = COUNTA(Data[Invoice Number])
Number of invoices with condition = if([Total amount]>50,[Number of invoices],BLANK())
 
Drag the 2nd and 4th measures to your visuals.

Regards,
Ashish Mathur
http://www.ashishmathur.com
https://www.linkedin.com/in/excelenthusiasts/

View solution in original post

6 REPLIES 6
PattemManohar
Community Champion
Community Champion

@Burnsy Will "Report Level Filters" help you in this case ?





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

Proud to be a PBI Community Champion




@PattemManohar I have tried using the report level filter, however my value column is at a line level and I am trying to show total value per supplier, then remove any supplier with <$25k

 

The matrix groups value by supplier and I can apply my filter at the matrix level, but it doesn't reflect in the other visuals.  I think I need a formula or calculated column, but this is not my strong point and I have been struggling to apply something that reflects what I am looking for.  My core data looks like the following:

SupplierGross AmountInvoice Number
Supplier 12012354
Supplier 21012222
Supplier 150123A
Supplier 3522351
Supplier 35025
Supplier 21022335
Supplier 1500565688

 

The matrix or table I use in power BI groups my core data as follows:

SupplierSum of Gross AmountCount of Invoice Number
Supplier 15703
Supplier 2202
Supplier 3552
Grand Total6457

 

I would then want to see in my table and other related visuals, only suppliers with a total amount of, for example, >$50.  So supplier 2 would drop out of this table and all other visuals I have set up.  Hope that makes sense.

Hi,

 

Measures cannot be dragged to the filter section,  Therefore, I think the best way out would be to write measures

 

Total amount = SUM(Data[Gross Amount])
Total amount with condition = if([Total amount]>50,[Total amount],BLANK())
Number of invoices = COUNTA(Data[Invoice Number])
Number of invoices with condition = if([Total amount]>50,[Number of invoices],BLANK())
 
Drag the 2nd and 4th measures to your visuals.

Regards,
Ashish Mathur
http://www.ashishmathur.com
https://www.linkedin.com/in/excelenthusiasts/

Thank you @Ashish_Mathur and @v-lili6-msft really appreciate your help Smiley Very Happy

 

@Ashish_Mathur, I have used your solution successfully, however there is still one part that I cannot resolve.  My supplier code comes from another table and I am using a card to show the number of suppliers affected by this logic. The card is doing a distinct count of "Supplier Code" from the header table below, whereas my spend and invoice data is coming for the coding table below (i source supplier name from the supplier table).

 

Capture.PNG

The card is not representing the correct count of suppliers.  I tried using the same logic as below but it isn't working, I.e.

 

Number of Suppliers = DISTINCTCOUNT(Header[Supplier_Code])

Number of Suppliers with Condition = IF(Coding[Total Amount]>24999,[Number of Suppliers],BLANK())

You are welcome.  Total Amount is a measure, therefore do not preecede that with the Table name.  So the measure should be:

 

=IF([Total Amount]>24999,[Number of Suppliers],BLANK())


Regards,
Ashish Mathur
http://www.ashishmathur.com
https://www.linkedin.com/in/excelenthusiasts/

hi, @Burnsy

After my test, you could try these two ways:

1. Add a Sum of Gross Amount column for Supplier by this formula

filter Column = CALCULATE(SUM(Table1[Gross Amount]),ALLEXCEPT(Table1,Table1[Supplier]))

1.JPG

then set report level filter that >$50.

 

2. create a Sum of Gross Amount measure by this formula and set visual level filter for each visual you would like to be affected.

Measure = CALCULATE(SUM(Table1[Gross Amount]),ALLEXCEPT(Table1,Table1[Supplier]))

and set visual level filter for each visual.

 

Best Regards,

Lin

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

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