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jader3rd Regular Visitor
Regular Visitor

Report level filters getting removed for referenced data sources

I have a data source with a Date column. I set that Date column as a Report level filter. I now reference the data source in a new data source; do some transformations to other columns, but leave Date alone. Charts that use the new data source show values from dates outside of the Report level filter. Why?

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jader3rd Regular Visitor
Regular Visitor

Re: Report level filters getting removed for referenced data sources

One thing I learned from this experience is that adding calculated columns to the original table is probably a better way to go, than creating referenced tables, and treating them as a View over the original data. That does solve one of the charts I had, but not the other.

What ended up solving my problem for all cases, was to create a calculated table which did Distinct(DateColumn) on the primary table, and then creating one to many relationships with the other tables. Then set the report level filter to the dates calculated table.

That does make me wonder though, if you create a new table, which references another table as its source, if that doubles the data stored.

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Community Support Team
Community Support Team

Re: Report level filters getting removed for referenced data sources

Hi jader3rd,

 

The word "I now reference the data source in a new data source" as you said above is referred to click Get data button again to get data of the former data source in the same pbix? If yes, the report filter applies to all pages in the report of original data source, can't apply to the other data source. So, recommend you add the same column of the second data source to the report level filter to meet your demand.

 

You can learn more: https://docs.microsoft.com/en-us/power-bi/power-bi-reports-filters-and-highlighting

 

Best Regards,

Amy

 

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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jader3rd Regular Visitor
Regular Visitor

Re: Report level filters getting removed for referenced data sources

No, that's not what I did. When looking at one table in Power BI, you can right click on it and select "Reference". That will create a new table where the query looks like Source = [Original Table].

Having three report level filters with the name of Date is really odd.

jader3rd Regular Visitor
Regular Visitor

Re: Report level filters getting removed for referenced data sources

One thing I learned from this experience is that adding calculated columns to the original table is probably a better way to go, than creating referenced tables, and treating them as a View over the original data. That does solve one of the charts I had, but not the other.

What ended up solving my problem for all cases, was to create a calculated table which did Distinct(DateColumn) on the primary table, and then creating one to many relationships with the other tables. Then set the report level filter to the dates calculated table.

That does make me wonder though, if you create a new table, which references another table as its source, if that doubles the data stored.

View solution in original post

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