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Exel_Paul
New Member

Several Reports using the Same Customer Code

hi there

 

this is my first post to the forum.

 

i have several reports on my desktop, ie.  list of last 10 sales orders, list of last 10 quoations, pie chart of parts sold to a customer.

 

what i'm trying to do is to hold a Customer Code as a parameter (if thats the right term in PowerBI)  and then have that customer code update all of the reports on my desktop.  Subsequently, if i change the customer code, i want all of the reports to auto-update at the same time.

 

can i do this?  how do i do this?

 

thanks in advance

Paul

3 REPLIES 3
stretcharm
Memorable Member
Memorable Member

Parameters are specific to a single report.

 

You may be best storing the customer in a file or database table and then importing this into each report and then building the data from the imported customer.

 

Patrick at @GuyInACubeShow you how to do something like this

https://www.youtube.com/watch?v=iiNDq2VrZPY

 

thanks

 

i need the report User to be able to select the customer code from say a drop down ( ala Filters in XLS)

 

does that make sense?

 

paul

Yes it makes sense, but it's not possible if you have several powerbi documents.

 

However if all your reports are in a single powerbi on different tabs/pages you can use parameters

 

https://powerbi.microsoft.com/en-us/blog/deep-dive-into-query-parameters-and-power-bi-templates/

 

What is your source sql? If so you may need to use text manipulation of the SQL to apply the parameter filter

 

Also if you bring in all the data or use direct connect then you can just use slicers.

 

The latest version has syncing of slicers across different pages.

https://powerbi.microsoft.com/en-us/blog/power-bi-desktop-february-2018-feature-summary/

 

 

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