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Summary Tab to include filtered results

Hello, Im fairly new to PBI. I have created some tables to pull info from ODBC.  The totals from the tables are based on specific filters. How do I make a summary table on a new page that will only include the filtered totals and update when I update the underlying table?  Below are the 3 tables. I would like a summary table that includes YTD Annual Bill Rev Recognized, Dec. Rev Recorded and YTD Monthly Bills Recognized and maintain those totals. When I have tried to go modeling > new table> summarize formula, it gives me everything in that column, not the filtered results. In excel, I would liken this to go to special> visible cells only. I appreciate any help that someone can provide. Thank you! Powerbi.PNG

1 ACCEPTED SOLUTION

@v-kelly-msft  @amitchandak  Thank you for your help! I was able to skype with someone from my company and they were able to walk my through my issue. We eventually decided that i would add slicers to my tables to get the results that I want and just disregard the summary table idea. Thank you!

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9 REPLIES 9
Syndicate_Admin
Administrator
Administrator

@tangerinemdr15 , Not very clear, Have you created common dimensions to analyze together

v-kelly-msft
Community Support
Community Support

Hi @tangerinemdr15 ,

 

Pls upload your sample data and expected output in an edited mode,or you can upload your .pbix file via onedrive business and share the link with us if it's not confidential.

 

Much appreciated.

 

 
Best Regards,
Kelly
Did I answer your question? Mark my post as a solution!

@v-kelly-msft  @amitchandak  Thank you for your help! I was able to skype with someone from my company and they were able to walk my through my issue. We eventually decided that i would add slicers to my tables to get the results that I want and just disregard the summary table idea. Thank you!

Hi @tangerinemdr15

 

Glad to hear that, so your issue is solved ,right?Can you mark the reply as answered to close it?

 

Much appreciated.

 

 
Best Regards,
Kelly
Did I answer your question? Mark my post as a solution!
parry2k
Super User
Super User

@tangerinemdr15 Read this post to get your answer quickly.

https://community.powerbi.com/t5/Community-Blog/How-to-Get-Your-Question-Answered-Quickly/ba-p/38490



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amitchandak
Super User
Super User

@tangerinemdr15 , Not very clear, Have you created common dimensions to analyze together

@amitchandak  i created common dimensions. its still including some of the values I dont want included. Is there any other information I could provide to help you understand my issue? Please note, Im very new to this, so i have to research some terminology. Thank you!

@tangerinemdr15 ,Can you share sample data and sample output.

I will try to figure that out and see if it helps me. Thanks for the suggestion.

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