How to pass from one filter to another filter

Hi, I am having an challenge on how pass a value from a filter to another filter. Here is the what I need to do. I have one table (called employee table) with employee number and the Line of business data and another table (called LOB table)for Line of Business (LOB) data. The common element for both table is LOB. In my data model, these two tables cannot be linked. On my visual, I have one filter A from employee table and one filter B from LOB table. If one employee is selected from Filter A, I’d like to pass the LOB data from employee table to LOB filter. I am trying to use DAX, but so far I could not figure out how to make it work. Could anyone help with my problem?

Thanks

@Mike,

It’s a bit difficult to be certain without seeing your PBIX file, but from your overall description I think that application of the TREATAS function will get you the result you need.

Check out this video and see what you think:

If you want to post your PBIX and a mockup of the result you want to see, I would be happy to try to develop a specific solution that meets your requirement.

I hope this is helpful.

  • Brian
1 Like

Hi, Brian, Thanks for quick response, My pbix is too big and contains some confidential data, but I can share my data model and visual with you. Here is my data model.

As you can see I have a table A for my RSL setup and Table B for LOB data.

On my Visual. I have one filter called Specialist, which is from Profile (Table A) and a filter call LOB_name, which is from LOB_Data (table B)

image

On the Profile table, each specialist is associated with one LOB, I’d like to set up in a way that when a specialist login, PowerBI will check which LOB this specialist is response for (from Table A), and then based on the LOB value in Table A for this specialist, the LOB_Name filter will be updated with the LOB value from Table A and then to filter the visual on this page.

Hope this can make it more clear for you to understand what my problem is.

Thanks!

Mike

@Mike,

Thanks for the explanation - I definitely get the gist of what you’re trying to do and I’ve got a number of different ideas as to how to implement your requirements that I want to test.

In order to do so, can I ask you to please create a simplified, masked PBIX consisting of a reduced version of the LOB Manager, Profile, LOB Data and Sales tables? Here’'s a video I put together on how to quickly do the masking in Power Query:

Thanks.

  • Brian
1 Like

Thanks for posting your question @Mike. To receive a resolution in a timely manner please make sure that you provide all the necessary details on this thread.

Here is a potential list of additional information to include in this thread; demo pbix file, images of the entire scenario you are dealing with, screenshot of the data model, details of how you want to visualize a result, and any other supporting links and details.

Including all of the above will likely enable a quick solution to your question.

Hi @Mike, a response on this post has been tagged as “Solution”. If you have a follow question or concern related to this topic, please remove the Solution tag first by clicking the three dots beside Reply and then untick the check box. Also, we’ve recently launched the Enterprise DNA Forum User Experience Survey, please feel free to answer it and give your insights on how we can further improve the Support forum. Thanks!

TreatAs did solve my problem, thanks!