We are trying to implement a dashboard that displays various tables, metrics and a map where the dataset is a list of customers. The primary filter condition is the disjunction of two numeric fields. We want to the user to be able to select a threshold for [field 1] and a separate threshold for [field 2] and then impose the condition [field 1] >= <threshold> OR [field 2] >= <threshold>.
After that, we want to also allow various other interactive slicers so the user can restrict the data further, e.g. by country or account manager.
Power BI naturally imposes AND between all filters and doesn't have a neat way to specify OR. Can you suggest a way to define a calculation using the two numeric fields that is then applied as a filter within the same interactive dashboard screen? Alternatively, is there a way to first prompt the user for the two threshold values before the dashboard is displayed -- so when they click Submit on that parameter-setting screen they are then taken to the main dashboard screen with the disjunction already applied?
Added in response to a comment:
The data can be quite simple: no complexity there. The complexity is in getting the user interface to enable a disjunction.
Suppose the data was a list of customers with customer id, country, gender, total value of transactions in the last 12 months, and number of purchases in last 12 months. I want the end-user (with no technical skills) to specify a minimum threshold for total value (e.g. $1,000) and number of purchases (e.g. 10) and then restrict the data set to those where total value of transactions in the last 12 months > $1,000 OR number of purchases in last 12 months > 10.
After doing that, I want to allow the user to see the data set on a dashboard (e.g. with a table and a graph) and from there select other filters (e.g. gender=male, country=Australia).
The key here is to create separate parameter tables and combine conditions using a measure.
Suppose we have the following Sales table:
Customer Value Number
-----------------------
A 568 2
B 2451 12
C 1352 9
D 876 6
E 993 11
F 2208 20
G 1612 4
Then we'll create two new tables to use as parameters. You could do a calculated table like
Number = VALUES(Sales[Number])
Or something more complex like
Value = GENERATESERIES(0, ROUNDUP(MAX(Sales[Value]),-2), ROUNDUP(MAX(Sales[Value]),-2)/10)
Or define the table manually using Enter Data or some other way.
In any case, once you have these tables, name their columns what you want (I used MinNumber and MinValue) and write your filtering measure
Filter = IF(MAX(Sales[Number]) > MIN(Number[MinCount]) ||
MAX(Sales[Value]) > MIN('Value'[MinValue]),
1, 0)
Then put your Filter measure as a visual level filter where Filter is not 0 and use MinCount and MinValues column as slicers.
If you select 10 for MinCount and 1000 for MinValue then your table should look like this:
Notice that E and G only exceed one of the thresholds and tha A and D are excluded.
To my knowledge, there is no such built-in slicer feature in Power BI at the time being. There is however a suggestion in the Power BI forum that requests a functionality like this. If you'd be willing to use the Power Query Editor, it's easy to obtain the values you're looking for, but only for hard-coded values for your limits or thresh-holds.
Let me show you how for a synthetic dataset that should fit the structure of your description:
Dataset:
CustomerID,Country,Gender,TransactionValue12,NPurchases12
51,USA,M,3516,1
58,USA,M,3308,12
57,USA,M,7360,19
54,USA,M,2052,6
51,USA,M,4889,5
57,USA,M,4746,6
50,USA,M,3803,3
58,USA,M,4113,24
57,USA,M,7421,17
58,USA,M,1774,24
50,USA,F,8984,5
52,USA,F,1436,22
52,USA,F,2137,9
58,USA,F,9933,25
50,Canada,F,7050,16
56,Canada,F,7202,5
54,Canada,F,2096,19
59,Canada,F,4639,9
58,Canada,F,5724,25
56,Canada,F,4885,5
57,Canada,F,6212,4
54,Canada,F,5016,16
55,Canada,F,7340,21
60,Canada,F,7883,6
55,Canada,M,5884,12
60,UK,M,2328,12
52,UK,M,7826,1
58,UK,M,2542,11
56,UK,M,9304,3
54,UK,M,3685,16
58,UK,M,6440,16
50,UK,M,2469,13
57,UK,M,7827,6
Desktop table:
Here you see an Input table and a subset table using two Slicers. If the forum suggestion gets implemented, it should hopefully be easy to change a subset like below to an "OR" scenario:
Transaction Value > 1000 OR Number or purchases > 10 using Power Query:
If you use Edit Queries > Advanced filter you can set it up like this:
The last step under Applied Steps will then contain this formula:
= Table.SelectRows(#"Changed Type2", each [NPurchases12] > 10 or [TransactionValue12] > 1000
Now your original Input table will look like this:
Now, if only we were able to replace the hardcoded 10 and 1000 with a dynamic value, for example from a slicer, we would be fine! But no...
I know this is not what you were looking for, but it was the best 'negative answer' I could find. I guess I'm hoping for a better solution just as much as you are!
In Power BI Desktop, I'm trying to order the following column with repeated values by an ID column (contains primary key).
This returns the error: "There can't be more than one value in "Nível2"...."
In this other post it seems the suggestion is to concatenate the values of the column so they don't get duplicate.
But I want them to be repeated so they can aggregate values in visuals.
So, what's the workaround for this situation?
Thanks in advance for helping!
The issue is that your sort column (i.e. your ID column) contains multiple values for each value in the column you are trying to sort (i.e. your Nivel2 column).
You need to ensure that your sort column contains only one distinct value for each value in the column you are trying to sort.
One way to achieve this would be to create a new (calculated) sort column based on your ID column. It could be defined like this:
SortColumn:=CALCULATE(MAX('YourTable'[ID]),ALLEXCEPT('YourTable','YourTable'[Nivel2]))
Here is an example of how the SortColumn would behave:
Id Nivel2 SortColumn
1 Caixa 4
2 Caixa 4
3 Caixa 4
4 Caixa 4
5 Depósitos à ordem 7
6 Depósitos à ordem 7
7 Depósitos à ordem 7
You can now sort Nivel2 by SortColumn.
EDIT - The implementation of the SortColumn should be done in the data source
There seems to be a limitation in PowerBI where it checks the implementation of the sort column rather than the data in the sort column. Therefore the above solution does not work, even though the data in the sort column is perfectly valid. The above solution will throw this error when you attempt to sort [Nivel2] by SortColumn:
This column can't be sorted by a column that is already sorted, directly or indirectly, by this column.
The implementation of the SortColumn should be moved to the data source instead. I.e. if your data source is an Excel sheet, then the SortColumn should be created inside the Excel sheet.
The above answer does explain the issue and the resolvation correctly. The only change is that the SortColumn must be implemented outside of the tabular model (PowerBI) to ensure that PowerBI does not know about the dependency between the SortColumn and the [Nivel2] column.
In my case, I calculate the levels from a parent-child hierarchy
Path = Path([id],[father])
For each level:
Level1 = LOOKUPVALUE([Name],[id], PathItem([Path],1))
Level2 = LOOKUPVALUE([Name],[id], PathItem([Path],2))
.....
Then I created a new column for each level to sort the column Level:
SortL1 = LOOKUPVALUE([nID],[id], PathItem([Path],1))
SortL2 = LOOKUPVALUE([nID],[id], PathItem([Path],2))
.....
id and nID is the same numeric variable but "id" in string format because Path do not support numeric values.
I am a DBA of 7 months so please bear with me. I am needing to write a code that will find a particular ProductIdentifier. When this particular ProductIdentifier is found, 1. I need to grab this ProductIdentifier. 2. I need to go 2 rows up and place that ProductIdentifier in the field that is 2 rows above it.
Here is my code(everything is sorted properly already in this table)
SELECT
SipID,
SaleInvoiceID,
AssociationNumber,
Priority,
TotalPrice,
TotalCost,
SerialNumber,
ContractNumber,
ActivatedThroughPAW,
DateCreatedatMidnight,
ReceivedDate,
InvoiceIDByStore,
Location,
ProductIdentifier,
Description,
ShortDescription,
CategoryName,
RevenueStreamID,
RevenueType
FROM REVISEDTABLE.
I will better show you what needs to be done ![enter image description here][1]
ProductIdentifier
AWUPG2001RGP -- replace this product identifier with the 'AWRPNS000%'
POSC0021PRW
AWRPNS000343 --take this product identifier
What I need for this code to do is this: whenever I find any ProductIdentifier like 'AWRPNS000%', I need for the query to take this and go 2 rows up and replace whatever ProductIdentifier is in this with 'AWRPNS000%'. I then need to insert the results into a table. I believe the best thing to do is to select the ProductIdentifier row again and give it an alias. This will be the row that I need to transform. I can then do a comparison to see if things worked out. I do not know how to write the code to do the actual grabbing of the ProductIdentifier and going up 2 rows and replacing it, so any help or input would be greatly appreciated.
So what does two rows up mean. Why is it two rows up.
e.g.
ID Class Type Date
1 1 2 20/12/2012
2 1 2 21/12/2012
3 1 2 22/12/2012 *
ie yes ID is two rows up but that's because The records are in ID and date order and there are at least three of them.
If you can come up with that rule e.g.
Select * From SomeTable Where Class = 1 and Type = 2 And Date = 20/12/2012
Then all your problems go away...