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irkastar
New Member

filter for advisory system

Please help display the filtered data.


We have 2 tables:
1. Orders_table: transactions_id (key), client_ID and client_segment
2. Item_table: transactions_id, item_id, item_category, price

One client consists of one segment.
Each client_segment buys items from different categories.

 

Task: When we filter data by client_ID, display ALL categories that the entire client_segment buys, sort by price.

1 ACCEPTED SOLUTION

Hi @irkastar,

 

Based on my test, we can take the following steps to meet your  requirement.

 

1. Enter the data as your description and create relationship between the two tables.

 

1.png

 

2. Create slicer and tables to display what we want. Then we can get the result as we need. The table visual is set to sort by price here.

 

 

2.png

For more details, please check the pbix as attached.

 

https://www.dropbox.com/s/4uzcyahlfcd0lk0/filter%20for%20advisory%20system.pbix?dl=0

 

Regards,

Frank

 

Community Support Team _ Frank
If this post helps, then please consider Accept it as the solution to help the others find it more quickly.

View solution in original post

3 REPLIES 3
irkastar
New Member

Help please display the filtered data.


We have 2 tables:
1. Orders_table: transactions_id (key), client_ID and client_segment
2. Item_table: transactions_id, item_id, item_category, price

One client consists of one segment.
Each client_segment buys items from different categories.

 

Task: When we filter data by client_ID, display ALL categories that the entire client_segment buys, sort by price.

Hi @irkastar,

 

Based on my test, we can take the following steps to meet your  requirement.

 

1. Enter the data as your description and create relationship between the two tables.

 

1.png

 

2. Create slicer and tables to display what we want. Then we can get the result as we need. The table visual is set to sort by price here.

 

 

2.png

For more details, please check the pbix as attached.

 

https://www.dropbox.com/s/4uzcyahlfcd0lk0/filter%20for%20advisory%20system.pbix?dl=0

 

Regards,

Frank

 

Community Support Team _ Frank
If this post helps, then please consider Accept it as the solution to help the others find it more quickly.

Hi @irkastar,

 

Does that make sense? If so, kindly mark my answer as a solution to close the case please.

 

Regards,

Frank

Community Support Team _ Frank
If this post helps, then please consider Accept it as the solution to help the others find it more quickly.

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