In a pivot report what is the difference between a measure and a filter




















Hello kohlivinayak Any help will be appreciated! Message 9 of Message 11 of Hello kohlivinayak , Sorry for taking long, I was traveling. I appreciate your help, Luis. Message 12 of Message 6 of Message 2 of In response to v-shex-msft. Message 3 of Post Reply.

Helpful resources. Launching new user group features Learn how to create your own user groups today! Learn More. At the month level, only customers with Revenues higher than 9, in December are considered, including all the months in their Revenues YTD calculation. However at the year level, all customers with revenue higher than 9, in at least one month are considered; their revenues for the entire year are summed to compute Revenues YTD regardless of the monthly filter applied to the Revenues measure.

Indeed, it is excluding customers that have a Revenues value greater than 9, at the year level, without having any month over that same limit see customers , , and already highlighted in one of the previous examples.

The effects of this discordance between measure filter, granularity and displayed values are made more evident by using a clustered column chart with the same granularity of Year and Month.

Finally, we also include the customer in the filter granularity as a hidden column in the Axis section of the chart. The numbers are identical to those displayed in the previous matrix — the problem is just more evident because of the graphical representation. One would expect a year-to-date measure to show continuous growth over the year, something that clearly is not happening here. However, the problem is that the filter is applied at a granularity level not consistent with the expected behavior of the measure displayed, at the granularity displayed.

In order to get the expected result — filtering the customer revenue by year and not by month — it is necessary to control the measure applied to the filter, so that the resulting filter does not interfere with the measure displayed. The previous problem can be solved with two different approaches: using a specific measure as a filter in the report; or creating a measure that displays the value, applying the filter in DAX instead of relying on the hidden attributes to define the filter granularity in the report.

The first solution requires a measure created specifically to be a filter in the Visual Level Filters section. If the purpose is to filter those entities e. For example, Revenues Year is a measure that computes the Revenues at the year level, regardless of the date granularity used in the current filter context. The second solution requires a Revenues YTD Filtered measure that includes the filter over customers.

The following implementation internally uses the same Revenues Year measure used as a filter in the previous solution. By using the Revenues YTD Filtered measure in the chart Value section, the Visual Level Filters section is no longer used in the visual as shown in the following screenshot. This moves the complexity over to just the DAX code. Furthermore, the resulting data model could be easier to use by users that only design the report for an existing model, without a deeper knowledge of the details about visual level filter granularity described in this article.

Power BI accepts measures as filters only at a single visual level, and it does not accept measures as filters at the page level nor at the report level. The granularity to which a measure filter is applied partially depends on the visual type: for example, there are differences between a matrix and a chart.

The granularity of a measure filter can be controlled by using columns not displayed in the report, but this technique requires a deeper understanding of the possible side effects. In order to avoid unexpected results, one might prefer to write either specific measures to be used only as a filter at the visual level, or measures that embed the filter in the measure itself — rather than relying on standard measures used in both visualizations and filters.

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How to apply a visual level filter in Power BI Consider a simple data model reporting revenue by date. Differences in measure filters between Power BI visuals Power BI allows developers to easily change the visualization type.

Go to Solution. In the case of Measure2, it didn't make any difference because you were already filtering ALL Calendar anyway. For the effect you were looking for with Measure1 i. This avoids triggering the automatic ALL Calendar being added. View solution in original post. That is I am applying my filter on Year and not directly on my Date column. But apparently same behaviour, even if it is indirect right? OwenAuger EAfang. I made my initial question simple because in reality my "3" is dynamic - which is why I had to use a Filter.

Btw, do you know why Microsoft made it impossible to use "advanced" or "dynamic" filters in a raw calculate? PS : I had correctly put the brackets in my measure, sorry for the spelling mistake in the initial post EAfang!

Power BI. Turn on suggestions. Auto-suggest helps you quickly narrow down your search results by suggesting possible matches as you type. Showing results for. Search instead for. Did you mean:. Then I would change the report filter to instantly understand the trend for a different product. I like the power report filters give me in situations like this. What about you? Have you used Report Filters before? In what situations do you find report filters help-ful. Share this tip with your colleagues.

Simple, fun and useful emails, once per week. Thank you so much for visiting. I do this by sharing videos, tips, examples and downloads on this website. FREE Goodies for you From simple to complex, there is a formula for every occasion. Check out the list now. Calendars, invoices, trackers and much more.

All free, fun and fantastic. It's all here. Still on fence about Power BI? In this getting started guide, learn what is Power BI, how to get it and how to create your first report from scratch. It is Olympic season. One thing that we notice when looking at medal tally is,.

A single Gold medal is worth more than any number of Silver medals. Like wise, a single Silver medal is worth more than any number of Bronze medals. So, when you look at the ranking of countries, you see countries with single Gold medal higher up than countries with lots of Silver and Bronze medals but no Gold. Hi, I'm relatively new to this wonderful site--just signed up for the newsletter yesterday, and the timing of this topic couldn't be more perfect for me! It's a great tool, but what would be even greater is if a similar function exists to create multiple charts from one pivot chart!

Does anyone know if this feature exists in Excel? I like pivot table, too. I am heavy user of pivot on the version, more so than the version which I'm currently using. Personally, I find pivot a bit less intuitive and user friendly than , but just by a little bit.

Not a lot. My challeng of using pivot is that sometime may be I'm to blame I can't get pivot to display the way I want it to be. Sometimes it is the count not sum, sometimes it's other things. Because I'm not using pivot lately with , I wonder if it still explode the file size with every new pivot table created? Most of us deal with thousands of lines and we'll be tasked with creating multiple pivot tables for others to read, or use the data from the pivot tables created for other things.

And I have difficulties to make columns with sub-columns. For instance, I would be asked to display in the form of product families by sales. And boss doesn't want to have any product families filtered out.

He wants to see the whole product lines. Thank you, Chandoo! I am new to Excel and was working on a Pivot Table. Your tip on report filters has really helped. Unfortunately, you cannot create multiple pivot charts from one. Fred: You are welcome. I think the file size grows as you add pivot tables to it. You can set some options to clear pivot cache, but still Excel needs to calculate and store the results.

Since you want to show the report by one person at a time, you used report filters in pivot tables to display this. But you find that switching between regions is a pain using the [ Your blog is awesome! I'm currently working on Report Filters and found a limitation to it that it cannot function like Data Filters in Excel. I need to limit pull-down choices to non-zero results. Hope you could help me. Hi, I just found your website and let me congratulate you!

All this information is very powerful and it will make a great difference in the way I do my work. Im looking forward to browsing more and learning.



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