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Bestd25 Frequent Visitor
Frequent Visitor

Need help - Report Filtering

Hi

 

I need help set up a somehwat complex filter for my report.

 

I have a large data set that has a column titled, 'Decscription' which, contains a number of stages within my companies completion process. For example, 'Received Accounts', 'Prepared Draft Computation' etc.

Next to this column, is another with a completion date.

 

I need to create a report that can filter my data by those with a 'Recieved Accounts' Date & a blank 'Completion Date'.

 

I have been able to get my report to filter by those two items within the Description column but how do I get it to also filter by the dates/blank criteria?

 

Any help is greatly appreciated. 

7 REPLIES 7
TeigeGao Senior Member
Senior Member

Re: Need help - Report Filtering

Hi @Bestd25 ,

Could you please share some sample data? I can't figure out your table schema, do you want to filter out the item whose 'Recieved Accounts' without a completion date or the completion is another process, this process doesn't have a completion date.

If it is the previous one, we can use the IF() function to judge it, if it is the later one, we can use the lookupvalue to get the result of the another process.

Best Regards,

Teige

Bestd25 Frequent Visitor
Frequent Visitor

Re: Need help - Report Filtering

Hi,

Thank you for your response. Find below a picture of the columns I am working with. 

Data.png

Each Company has a number of tasks that represent stages in our procedures. The columns reperesent TaskID, Description and also a field containing a date if that stage has been completed.

 

I would like to generate a table of companies that is filtered by only those that have a date within the Task ID "30" i.e. Recieve final accounts and that has no date within the Task ID "11" i.e. Send to client for signature.

 

Hope that helps. 

TeigeGao Senior Member
Senior Member

Re: Need help - Report Filtering

Hi @Bestd25 ,

I think your environment like below:

Snipaste_2019-04-23_17-09-39.png

We can use the following measure to filter it:

Measure =
IF (
    MIN ( Table1[TaskId] ) = 30,
    IF (
        CALCULATE (
            MIN ( Table1[End] ),
            FILTER (
                ALL ( Table1 ),
                Table1[ClientCode] = MIN ( Table1[ClientCode] )
                    && Table1[TaskId] = 11
            )
        )
            = BLANK (),
        1
    )
)

Snipaste_2019-04-23_17-11-19.png

Best Regards,

Teige

Bestd25 Frequent Visitor
Frequent Visitor

Re: Need help - Report Filtering

Hi,

 

Thank you very much for the recommended forumula. I appreciate the time you must have spent in preparing this.

 

How do I got about entering this forumla as a filter within PowerBI? I have been unable to find the ability to filter by formulas. In addition to this, is it possible to enter conditional formatting formulas that I have used within excel within PowerBI?

 

Thanks again.

TeigeGao Senior Member
Senior Member

Re: Need help - Report Filtering

Hi @Bestd25 ,

Could you please share the expected image to me? I think I can't understand your "enter conditional formatting" and "filter" in this scenario.

Best Regards,

Teige

Bestd25 Frequent Visitor
Frequent Visitor

Re: Need help - Report Filtering

Hi

 

Regarding the filtering:

How do I apply the formula you have prepared within PowerBI to my table? I can only find the simply filter options available to the right of the reporting area.

 

Regarding the conditional formating:

Is it possible to apply more complex formulas to my tables within PowerBI. I can only find the default options as shown below.

Formating.PNG

 

 

 

 

Bestd25 Frequent Visitor
Frequent Visitor

Re: Need help - Report Filtering

Hi

 

How do I go about apply the filter above to my report?

 

@TeigeGao