PowerBI: Filter an unrelated table using Measures

In some cases you want to filter a table based on a selection which is not related to the table. For example the SalesTable is realted to the CustTable via the Account. The QuotationTable is related to the SalesTable (QuotationID -> Origin). The QuotationTable also has an Account field but is not related to the CustTable.

Such a situation can be avoided by using a better design approach, however you may come across such a problem one day đŸ˜‰

Filter not related table via measure

Compare SelectedValue

Create a new measure in the CustTable that returns the selected value. Place a table visual showing the CustTable in the report. For debugging reasons you may want to place a card visual with your measure as well.

M_SelectedValue = SELECTEDVALUE(CustTable[Account])
SelectedValue

In the not-related table (QuotationTable) create a new measure that returns the account number which will be used to filter the records

M_Account = SELECTEDVALUE(QuotationTable[CustAccount])

Add a second measure to compare the selected CustTable value to the CustAccount value in the Quotation table and returns a numeric value (not a boolean). If there is no CustTable selected return e.g. 2, if the selected values are equal return 1, else return 0.

M_Filter = IF(
    ISBLANK([M_SelectedValue]),2,
    If([M_SelectedValue] = [M_Account], 1, 0)
    )

Place a table visual in your report showing the QuotationTable and both measures

Configure a filter on the visual to show only records where the M_Filter value greater than 0.

If no customer is selected all quotations are shown because the M_Filter is 2.

If a customer is selected M_Filter is 1 for all matching records or 0 otherwise.

Now you can hide the M_Filter in the QuotationTable so your users don’t get confused

About erpcoder
Azure Cloud Architect and Dynamics 365 enthusiast working in Research & Development for InsideAx

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