Table Visualization / Filtering / Relationships

[kotarosai]

Hello, I am having an issue with table filtering. I have two tables that are related to both an account and date table, an example of the relationship is below. Now in the report, I have the two tables side by side but when clicking on a row, it only filters the opposite table by date and cannot get it to filter by account. Is this possible? Please note the account slicer works for both tables as well, but would like it to work when clicking into the table. I appreciate your support in advance, thanks!

ONLY DATES:

FILTERING ACCOUNT:

[v-zhenbw-msft · Accepted solution]

Hi @kotarosai ,

Please allow us to confirm whether our understanding is correct.

Do you want to click on the field in the left table, and then want to filter on the right table?

For example, you click the McAllen in Current Month BIS, then filter the McAllen in Current Month Sales.

If your left table visual using the data in Benefits table and your right table visual using the data in Sales table, the two tables visuals will not filter each other, because the relationship arrows are not in the same direction.

Maybe you can use the Account name in Account table, the relationship is only passed in the direction of the arrow, please refer the following sample.

The following screenshot, the right table cannot be filtered, because the two table visual use their own data.

The following screenshot, we use the name in Table, then the right table will be filtered.

If it doesn’t meet your requirement, could you please provide a mockup sample based on fake data or describe the fields of each tables and the relations between tables simply?

Please upload your files to OneDrive For Business and share the link here. Please don't contain any Confidential Information or Real data in your reply.

Best regards,

Community Support Team _ zhenbw

If this post helps, then please consider Accept it as the solution to help the other members find it more quickly.

BTW, pbix as attached.