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I have one table that contains business unit, client, sales. I am trying to figure out if my selected business unit (slicer) shares the same client with other business units and get total of sales by those shared clients. Any help would be appreciated.
Solved! Go to Solution.
Hi @Sha ,
First of all, we can create a separate table to show the data, then we can use a measure in visual filter to filter it:
TableToCompare = 'Table'
HasSameClient =
IF (
AND (
SELECTEDVALUE ( 'TableToCompare'[Client] ) IN DISTINCT ( 'Table'[Client] ),
NOT SELECTEDVALUE ( TableToCompare[Bus unit] ) IN FILTERS ( 'Table'[Bus unit] )
),
1,
-1
)
If it doesn't meet your requirement, Please show the exact expected result based on the Tables that we have shared.
Best regards,
Hi @Sha ,
We can use the variable to optimise the code, if you have any other questions, please kindly ask here and we will try to resolve it.
# of Bus Units =
VAR SelectedBus =
SELECTEDVALUE ( 'Table'[Bus unit] )
RETURN
CALCULATE (
DISTINCTCOUNT ( 'TableToCompare'[Bus unit] ),
'TableToCompare'[Bus unit] <> SelectedBus
)
Best regards,
hi @Sha
it could be smth like measure
Measure =
CALCULATE(
SUM('Table1'[Sales]);
FILTER(ALL('Table1';'Table1'[Client]=SELECTEDVALUE('Table1'[Client]) && 'Table1'[Business Unit]<>SELECTEDVALUE('Table1'[Business Unit]))
)
do not hesitate to give a kudo to useful posts and mark solutions as solution
That didn't work, it just returns my selected business unit's sales. I need to get all the Clients that also have sales in other business units. Expecting to see something like this. If I'm comparing to Bus unit 3, I would see something like this...
Client Bus unit Sales
Name1 Bus Unit1 $xxx
Name1 Bus Unit2 $xxx
Name1 Bus Unit4 $xxx
Name2 Bus Unit4 $xxx
Name2 Bus Unit4 $xxx
Hi,
Share some data and show the expected result.
Hi @Sha ,
First of all, we can create a separate table to show the data, then we can use a measure in visual filter to filter it:
TableToCompare = 'Table'
HasSameClient =
IF (
AND (
SELECTEDVALUE ( 'TableToCompare'[Client] ) IN DISTINCT ( 'Table'[Client] ),
NOT SELECTEDVALUE ( TableToCompare[Bus unit] ) IN FILTERS ( 'Table'[Bus unit] )
),
1,
-1
)
If it doesn't meet your requirement, Please show the exact expected result based on the Tables that we have shared.
Best regards,
I thought that was working. But mine is doing something yours is not. Mine is showing the selected value in the totals. Your slicer is from Table? Top visual is where HasSameCliet = -1 and Bottom visual is where = 1? Should I have a relationship in the model for the new table?
The other thing that I have different, is I a have a date in Table and related to a date table. Perhaps I need to relate the new table to the date table or change the measure?
Thank you for you help.
Hi @Sha ,
Sorry for that we forgot to put the sample pbix file in our previous post. The above visual comes from the origin table and the below is come from the copied table, we only applied the visual filter in the below visual. We did not set relationship between the two tables.
Best regards,
I have over 400,000 rows and the below measure is taking over 5 minutes to perform but I think I have solved for returning counts the way I would like to see them. Any help to optimize would be appreciated.
# of Clients = CALCULATE(DISTINCTCOUNT('Table'[Client]),filter(TableToCompare,TableToCompare[Bus unit]<> SELECTEDVALUE(TableToCompare[Bus unit])))
Wrote previous measure incorrectly...
corrected...
Hi @Sha ,
We can use the variable to optimise the code, if you have any other questions, please kindly ask here and we will try to resolve it.
# of Bus Units =
VAR SelectedBus =
SELECTEDVALUE ( 'Table'[Bus unit] )
RETURN
CALCULATE (
DISTINCTCOUNT ( 'TableToCompare'[Bus unit] ),
'TableToCompare'[Bus unit] <> SelectedBus
)
Best regards,
Perfect, thank you so much!
Thank you for your reply and help.
Top visual will include all Sales whether or not related to same client. I need to show only those related.
Bottom visual is great for the detail.
I'm now looking to roll that up to a summary, but when I change Bus Unit to distinct count and Sales to Sum, they now include the Bus Unit selected and I don't want that.
Thank you so much, that gets me what I need.
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