Best Approach for Bookmark Drill through in Power BI

1
votes

I have a single session date(Day) chosen on the Dashboard home landing page ( page 1) via a dropdown date slicer. The chosen date is a selected date measure defined as:

SelectedDate = cALCULATE(max('Date'[DayTextLong]),FILTER('Date',SELECTEDVALUE('DateSelector'[DateId],MAX('DateSelector'[DateId])) = 'Date'[DateId]))

DateSelector table is a standalone disconnected date table that is a cutdown list of dates for dropdown to select a day for slicer. There is a connected DATE table in this data model.

On a scorecard on the Dashboard home landing page ( Page 1), for a daily amounts on sessions I have a bookmark( as cant drill through on scorecards), to a details table and on that page 2, I want to show the details of which customers. This is from a table that contains a request date and I need to filter the table by the selecteddate measure . How can I show a summarised table visual on Page 2 that filters from the Selected Date measure chose on Page 1?

I was trying to create a measure (Request Date Boo) that would set a measure to 1 or 0 for the relevant records to show from Session Requests table , which is just Session Name, Customer Name and request date , and then put a visual filter on for page 2 to say where Request Date Boo=1. This fails with an error around single value not being found as it telling me I need to aggregrate the request date.

I want to do this properly and wondered what is the normal way of showing a visual on page 2 of a Report , where you want to use a date and apply a filter to another table in the data model using that date.

Hope the question makes sense.

1
sql-server-2008powerbidax
Can you post several rows of sample data cooked for this example? And desired results, please as well. – Przemyslaw Remin
Yes sometimes less is more. It is very hard to understand this question. Could you please rephrase it? – Seymour
A possible answer to your question, from what I understood, it is to use a hidden slicer in the Page 2 which is synched with the Slicer in Page 1. docs.microsoft.com/en-us/power-bi/visuals/… – Seymour

1 Answers

1
votes

For what I understood, you have a filter on page 1, that must be kept when you navigate to page 2. I've got three options:

  1. Put the same date filter slicer on page 2 and allow it to sync with the others. In this way, when you navigate between pages that share synced slicers the filters will be kept. (this was also suggested by a comment)
  2. Use the drillthrough functionality (docs here). This is a bit more complicated and does not create a "standard" page but it allows you to navigate to a detail page, based on a set of configured fields, when you navigate to this page you can also keep all the filters that were set before reaching this page. (This is a bit complicated to explain, the best thing you can do is to try it and see if it suits your needs)
  3. Use What If parameters (docs here). I've never used for something like that, but if you can use them to choose a date you may use them to solve your problem.

All considered, probably the first solution is the easiest and most common solution for this kind of problem