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MWN1990 Frequent Visitor
Frequent Visitor

Problem with filtering in the query editor

Hello everyone,

 

I am a novice in Power BI and have been trying to use the Query Editor in Power BI to load a certain line from multiple files with the same format in a folder (containing multiple subfolders).

 

I use the 'folder' as a source and then filter so that I only have the xlsx files. Then I filter on a certain part of the path so that only the reports that I need remain. I use custom functions to load the content of the files, and filter on the sheets that I need from each file. After all these steps I end up with these columns:

 

File name / Column3 / Column10

 

Column 3 displays names of portfolios and column 10 displays the AUM. Now I need to filter on value 'Total' in column 3, so that I get the total of all portfolios. However, when I do this, it filters out a lot of files that do contain the 'total' value. When I first filter on the filenames, and then on 'total', I do get the total lines of a lot of these files that were missing earlier. Does anybody know what might cause this?

 

 

 

1 REPLY 1
Moderator v-yuezhe-msft
Moderator

Re: Problem with filtering in the query editor

@MWN1990,

Would you mind sharing me the folder with dummy data and PBIX file so that I can test? You can share the files via Private Message.

Regards,
Lydia

Community Support Team _ Lydia Zhang
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