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iamblue91
Frequent Visitor

One slicer for two tables - billable amount & expenses

Hello! 

 

I realise there's a number of these slicer questions, so I apologise!

 

I'm looking to create a quick way to check budget spent to date and remaining over the different projects the company works on. We track our time & expenses, but they're exported in different spreadsheets. While there are a number of similar columb headers, they don't line up to just insert all into one table.

 

Is there a way to have a slicer with the Projects filter both 'Time' and 'Expenses' entries? I can only get one or the other filtered when I put in a slicer.

 

Column Headers for 'Time' Table

 

Date; Client; Project; Project Code; Task; Notes; Hours; Billable? Invoiced? Approved? Name; Department; Employee?; Billable Rate; Billable Amount;

 

Column Headers for 'Expenses' Table

Date; Client; Project; Project Code; Category; Notes; Amount; Units; Billable; Invoiced? Approved? Name

 

I'll be downloading the data weekly, so I'm not sure if a merged table would be the quickest way to do it?

 

 

1 ACCEPTED SOLUTION
v-yuezhe-msft
Employee
Employee

@iamblue91,

Just create a new table by retrieving distinct values of Project field from both tables following the guide in this blog, then create relationship using the Project field among the three tables.

After that, you can create slicer using the Project field of the new table and filter your visuals using the slicer. Moreover, when you have any data changes in Time table or Expenses table, just click "Refresh" button in Power BI Desktop, Power BI desktop will update data for the three tables.

Regards,
Lydia

Community Support Team _ Lydia Zhang
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

6 REPLIES 6
v-yuezhe-msft
Employee
Employee

@iamblue91,

Just create a new table by retrieving distinct values of Project field from both tables following the guide in this blog, then create relationship using the Project field among the three tables.

After that, you can create slicer using the Project field of the new table and filter your visuals using the slicer. Moreover, when you have any data changes in Time table or Expenses table, just click "Refresh" button in Power BI Desktop, Power BI desktop will update data for the three tables.

Regards,
Lydia

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

Just wondering if I wanted to include the budgets for each of the projects whether I would include them in the project list table or if that would have to be another table that's linked in?

 

Essentially I want the slicer to show the different budgets as well when I click on them.

 

I think I've figured out the creating a table for the project list on its own

 

@iamblue91,

You don't need to include the budgets for each project in the new table. Create a visual using project and budget fields, when you select value in the project slicer, the visual will show you different budgets.


Regards,
Lydia 

Community Support Team _ Lydia Zhang
If this post helps, then please consider Accept it as the solution to help the other members find it more quickly.
Anonymous
Not applicable

You'll need to create a 3rd table which will act as the bridge between them.  This can be done inside the edit queries editor, so you wont need any external sources.

 

Essentually you want a table that contains a list of all of the values that will link your two tables.  The easiest way to think of this is how do you want to show your data lined up?

 

In your case, its likely you want to do this via project.  So in your edit queries, simply create a new table as a copy of either one of your existing tables.  Next append the 2nd table to this.  Now remove all other columns except for Client, Project and Project Code.  Lastly, do a 'Remove Duplicates' on the Project Code column.

Now you will have a table that contains all your project codes, listing what the client and project names are.  On your table mapping, place this new table in the centre and link outwards to the original table.

 

Whenever you create a summary for your metrics, use your new centre table for the Rows

Will this also let me just drop in data every week rather than going through this process each time?

 

Additionally, should I download a list of project codes & the clients the are tied to, as the data set (just 1 week) I've downloaded doesn't have all of the clients & projects we have currently.

Edit: 2nd question added

Anonymous
Not applicable

The way i do it, i build it from the tables that are downloaded.  That makes your 'middle' table dynamic to the changes in your source results.

 

If you have an already maintained list of those client and project codes, it would be preferable to include that as a data source instead.  Naturally this means you have to ensure that list is also kept up to date.  If its comig from the source system, you might find that system already maintains it.

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