Managing Data in Slicer more Effectively through DAX - PLEASE HELP!

[irnm8dn]

I created a dashboard comprised of two datasets.  Dataset A includes a superset of information, including all customer names and customer IDs.  Dataset B is a smaller dataset, representing sales over the last 12 months and only includes only the customer ID.  The relationship between the two datasets is based customer ID.

The body of the dashboard represents all Customer Names who have had a purchase in the last 12 months, matched on ID.  I would like to also constrain the Slicer to customer names (from dataset A), who have a matching ID in dataset B.  The effect will limit the slicer to only customers who have had a purchase in the last 12 months, as opposed to the superset of customer names in dataset A.

As a PowerBI user, I want to limit the slicer to customer names, so that the only selectable option from the slicer is a customer whose ID is found in both datasets.

Thanks!

[v-lili6-msft · Accepted solution]

HI, @irnm8dn

After my research, you could try this simple way

Use RELATED Function or LOOKUPVALUE Function to create a Name column for table B

Related NAME = RELATED('Table A'[Name] )


Lookup NAME = LOOKUPVALUE('Table A'[Name],'Table A'[ID],'Table B'[ID])

For example:

This is table AThis is table B

then

then use the new name column for the slicer.

Best Regards,
Lin