Two tables - Select item on 1st Table, shows detailed data on second table?

[Anonymous]

I want to use a Gantt chart to show a summary of all 2018 projects.    Table 1 will be used to populate the Gantt chart.   Table 2 is a regular table with specific Tasks.   What I want to happen is when I select an entry in Table 1, I'd like for Table 2 to display the task information in a separate table below the Gantt chart?    As an Example:

Table 1:                    Table 2:

Name                        Name

Start Date                 Task

Finish Date 

% Complete

Two separate tables (Table 1 and Table 2) - Table 1 is a rollup of Table 2.   Assume the "Name" field in the Gantt chart has an entry called "Marketing Projects".  When I select "Marketing Projects" on the Gantt chart, how can I get Table 2 data to display all relative content to the "Marketing Projects" from Table 2?

Table 2  

Name                              Task  

Marketing Projects         Marketing Campaign            

Marketing Projects         TV and Print Ads             

Marketing Projects         E-Mail Blasts                   

etc.

[Anonymous]

Does the project name have unique values in Table 1 or Table 2? If yes, you can create a relationship using project name between these two tables. Then, Table 2 data would be able to display all relative content from Table 1. If none of project name have unique values in Table 1 and Table 2, you need to create a new Table for storing unique project name, then use this new Table as a bridge to connect Table 1 and Table 2.

[Anonymous]

Thanks for the help.    I am now linked between the two tables, however, I am not getting the expected results.    The results I was hoping to get is the following:

1) Click on the Gantt bar representing Marketing projects 

2) The List below that contains multiple entries for Marketing showing resource assigned, % complete, etc.  

My attempts are only allowing me to match one entry with one bar.    How can I get it to show all details for that one bar?

[Anonymous · Accepted solution]

Whatever you click on in the Gantt chart is setting up your filter context.  When you click on the gantt chart, it sounds like you are effectively selecting a record, rather than selecting a topic/group etc.  You might wish to investigate if thats what the Gantt visual is doing.

Altnerately, you could set up a slicer which shows the different marketing projects in a list.  Selecting a single project here should show you the correct filtering.  If it doesn't, you need to review your data structure.

[Anonymous]

Thanks for your help!

[Anonymous]

This should be relatively straight forward. You just need to make sure you have linked your Table 1 and Table 2 together using the Relationships screen of Power BI.

If your tables relate correctly, your visuals will update with whatever filter context you use.  If your Visual 1 is set up to allow filtering, then when a user clicks on whatever items you have displayed, Visual 2 will display that context.