Table as a Slicer/Selective crossfilter

Power BI
1

Hello everyone,

Our Supply Chain team has requested a report to aid in the handoff between teams, specifically to communicate risks associated with open orders.

Background: My company processes a large number of Purchase Orders (POs) daily to support outbound sales. The Logistics team manages the daily inbound PO scheduling, which can range from 6 AM to 10 PM. By 6 PM, the Sales team needs a heads-up on products at risk of not arriving on time, so they can manage potential substitutes.

Proposed Process:

  1. Logistics opens a report showing POs scheduled for today that are still open.
  2. Logistics curates the list, removing POs they are confident will arrive on time.
  3. Logistics shares the list of at-risk products with Sales.

Current Plan:

  • I can handle step 1 by setting up two tables:
    • A “Header” table showing open POs at a high level.
    • A “Lines” table displaying associated products on those POs.
  • Step 3 can be managed by sharing/exporting the lines table.

Challenge: I am unsure how to handle step 2 within a published Power BI report. Ideally, I need the Header table to have an additional column with a checkbox, allowing users to include or exclude entries from the Lines table.

Request for Ideas: Does anyone have suggestions or know of functionalities within Power BI that can achieve this goal? Alternatively, should I consider building this into Excel?

I appreciate any feedback and guidance!

Thank you!

2

Hi @MichaelSullivan - I can think of two options.

  1. Use PowerApps. Not sure exactly what steps may be needed but could be like creating a Form to display all the Rows, a Check button to select rows and an extract to download only Checked Rows.

  2. Download the data from Report into an Excel and do modifications there and share with the team.

Thanks
Ankit J