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PBIUWO
Helper III
Helper III

Need help with selecting Items from a Filter, and populating all items in the same category ?

Hi,

 

Question: 

I want to be able to click on an Item or multiple items in the Slicer Filter, and in the table visual, show the selected item and it's related items (same category).

*I created a measure already (show below) but it is not efficient and causes the PowerBI to crash because of the size of the data. 

 

Background: 

I have a Power BI Report with Data of Sales Information of Items.

 

1. The Table has Item Code, Item Category, and Sales Information by Month/Year. Sales Table.  

Table name: Sales

 

2. I have created another table (Unique Item Values) with the item codes in the Sales Table, and have no relationship

Table name: Unique Item Values

 

In the page,  the Item Code column from Unique Item Values, is the Slicer filter.

The Sales Table, is the values in the Table Visual. and the measure below is placed in the Filter panel in the visual with anything greater than 1 as the rule. 

 

I have created a measure to do this: 

 
Related Items =
VAR Related_Category =
CALCULATETABLE (
VALUES ('Sales'[Category]),
FILTER ( ALL ('Sales'),'Sales'[Item Code] IN VALUES ( 'Unique Item Value'[Item Code] ) ))
RETURN
Calculate(DISTINCTCOUNT('Sales'[Item Code]),FILTER('Sales','Sales'[Category] IN Related_Category ))
 
 
*The measure is very inefficient, and makes the PBI crash. How can I fix it? 
1 ACCEPTED SOLUTION

Hi @PBIUWO ,

After you create relationships between tables based on the item code, visuals about the Sales table will be filtered by the slicer automatically:

relationship.pngslicer.png

Refer:

  1. Create and manage relationships in Power BI Desktop 
  2. Slicers in Power BI 

 

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

View solution in original post

3 REPLIES 3
parry2k
Super User
Super User

@PBIUWO why not you create the relationship between these two tables since you have a distinct item value table and then you don't need any complicated dax, it will auto-filter your table visual.

 

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@parry2k 

 

So if I do that, how can I select item(s) in the Slicer, and it showing the related items (items with the same category) in the table?

Hi @PBIUWO ,

After you create relationships between tables based on the item code, visuals about the Sales table will be filtered by the slicer automatically:

relationship.pngslicer.png

Refer:

  1. Create and manage relationships in Power BI Desktop 
  2. Slicers in Power BI 

 

Best Regards,
Community Support Team _ Yingjie Li
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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