On a page I have a slicer with two hierarchical columns: Award Code, Major Class Code (shown below)
When drilling from other pages to this page through Major Class Code (example: 21XX under 504908), this what I see:
Basically all other Award Codes disappear and only the Major Class Code used in drill through show up.
How can I configure a slicer to make it still show all values in the parent column and all values in the child column at drill-through. If this is doable, then I can choose another Major Class Code without going back to the originating page to select another Major Class Code.
Related
On a table of multiple columns, three columns form a hierarchical relationship:
Award Code (example: 505115)
Major Class code (example: 12XX)
Class Code (example: 1230)
There are three more columns: budget, actuals, and available budget (shown above).
On the second page of report, drill through is enabled and there are page filters:
Award Code
Major Class Code
Class Code
On this page, there is a table. If I click 1230 (red underline) on the first page of report and drill through to the second page, this is how the table looks like:
It is easy to see that this visual has three filters:
How can I remove the Class Code filter from this table, so that it displays all classes under a given Major Class Code. Using the above example, this is what I would like to have for the table:
UPDATE
This is the sample.pbix file in Dropbox
https://www.dropbox.com/s/vql16lyq40iccny/sample.pbix?dl=0
Create a new calculated table
Drill Table = data
On destination page, remove your old visual and create a new table visual using the fields from the new calculated table above.
Create a drill measure
Drill Measure =
VAR a = SELECTEDVALUE(data[Major Class Code])
VAR b = SELECTEDVALUE('Drill Table'[Major Class Code])
RETURN IF(a = b, 1)
Add the drill measure to the visual filter as follows.
Sample Link
You can't clear the drill through filters but you can work around it with a little trick. You create duplicate columns for award, major and class and you use those for your visual on your drill through page instead of the ones passed through in the filters on the drill through from your originating page. You need a measure to recreate the filter context you desire on your drill through page. Here is a video showing how to do it. If you have a sample .pbix, I can show you exact steps.
https://www.youtube.com/watch?v=frC3B_Dk3T8
Tableau automatically groups measures together but Power BI Desktop doesn't natively support this. I find it annoying to have to place measures under imported tables as the measures don't really belong to those "parent tables" (and quite often take input from multiple tables — which one would you consider the "parent"?)
So I experimented with some workarounds and I'm sharing the successful (as of the date of this post) ones here:
Method 1 (recommended): "Model" view > "Enter data" to enter a manual data table. Give a name like "_Measures_" so it appears on top of tables, and keep only the default dummy column "Column". Create/move measures under it, then right click to delete that "Column". Now you're left with a blank table that groups those measures under it.
Method 2: "Data" view > "New table" to create a DAX calculated table. Rest the same as above, except that for a DAX calculated table you can't delete the dummy column but instead you can hide it.
You can also "Enter data" using Power Query Editor but I don't recommend going with that extra step -- workarounds are supposed to be quick (and dirty) anyways!
Final results look like this (note the difference of the icons):
I am trying to use the drill through feature in Power BI. I have two reports. I have added my fields into the drill through section for my second page. When the user right clicks on an item and drills through it does show 'Page 2'. It also shows the filters correctly but for some reason it doesnt actually filter the matrix table. It still shows all.
The filter section shows all the filters with (All) next to it. The drill through shows the correctly filtered one ticked. But the actual matrix table still shows All. When I click the filter button of my matrix visualisation it does show its being filtered but it looks like the table is not refreshing properly!
Any ideas?
Recently I started working in Power-BI to generate few reports. I am new to the Power BI. So far i am able to manage key task, but stuck at one point--
I have one matrix in my report which uses one measured column. I have used IF condition in that measure column, and based on this condition categorised them in 3 types. Now when i am populating these on matrix, i can see only 2 categories not 3. The reason behind this is that there is no value falling under the third category. but i want to show 3rd category as well with zero data. I have tried "Show item with no data" but no luck.Any help will be appreciated. Thanks in advance.
Give it a try with below steps.
Create a separate "Categories" table with all possible categories.
Create a relationship between the "Categories" table and your calculated column.
Use categories from "Categories" table in the visual. Mark "Show items with no data".
Let's see a simplified example.
I have a Sales table (with very small number of rows for simplicity) like this. There are possibly 3 categories, A, B, and C. However, category C is not yet appearing in the existing data.
In my matrix visual, there is no category C, with no wonder.
Now, I create a Category table with all possible categories including C, then build a many-to-one relationship between Sales and Categories tables.
It is advised that you turn Category in Sales table ("many" side) to be hidden in report view, to make sure the users will correctly choose the one from Categories table.
Then, in the setting of the matrix visual, I replace the Category with the one in Categories table, and mark "Show items with no data".
Category C is successfully shown up in the matrix with empty value.
I have the following Power BI table example for an operating expense report that uses a slicer to filter the first column named "Actual". This is to see the operating expenses for one month compared to the budget figures for the year. It also compares the year-to-date and annual figures. How can I create dynamic columns that change based on the slicer selection? These additional columns are not shown in the pic below but included in the last pic. The Budget column below was just created as an example to show what it should look like.
I set up a star schema with several tables shown below. There's only one expense fact table used and the slicer only works for the first column as previously stated but I need all the other columns to use different parameters and adjust based off what's selected in the slicer. The last image is an overview of the info and the parameters for each column. I tried creating new columns with measures for the budget to see if I can get that going but can't figure out how to make it adjust with the slicer selection.
I'm not sure if I should be using separate queries for each column or can this be done using the one expense table. Hope this isn't too confusing. Please let me know if more info is needed.
If I understood what you wanted correctly I think I solved your problem.
I was able to create the following:
I did not use all values since I did not want to type everything, if you provide some test data it is easier to replicate you dashboard.
This matrix (so not table) allows you to filter for Date (if you so desire, you can always show all date's in the matrix) Book and AccountTree.
The way this is done is by putting the address column in the ROWS for the matrix, Putting the Date column in the COLUMNS of the matrix and putting your values (actual, budget, variance) in the values of the matrix.
For the date is used days, since it was easier to type. You can always use weeks, months, quarters or years.
For this to work you have to create the following relationships:
Hope this helps.
If not, please provide test data so it is easier to try and solve your problem.