Forum Discussion
Advanced Slicer Help Please
I have her a datafile with all the data and figures copied and pasted from a public database to maintain corporate confidentiality. My question is rather straightforward. How can I create a slicer for each of our services instead of having a tab/sheet for each service based on the data table I created?
Our high-level services categories (below) are what I want to be able to filter on a slicer to keep the report on one sheet with the other data hidden. The three consolidated services are as follow:
1. Valuations
2. Brokerage
3. Consulting
Do I need to create connection tables?? I am new at the whole power query and relational tables concept so if someone could please "dumb it down" or find a better solution that would be great. I would love to learn how to do this--if someone could please help me I would be very grateful. Thank you!
Extra Details if needed
Best,
Scott
24 Replies
First: Are those the real names of real people? I know you say you copied and pasted from a public database, but those look like they shouldn't be posted. So if so, please remove the links.
Second: it's not clear what you mean by slicing. What are you looking to achieve--give us a bit more clarity on the results desired.
Third: It's possible that the FILTER function might work for you ( see a good intro here in this YouTube video: https://www.youtube.com/watch?v=9I9DtFOVPIg ). Watch it: maybe you can resolve your own issue with that function.
What I'm trying to do is either have a drop down or slicer on one main page that will allow selection of all our three main services that will dynamically update the data upon selection.
I would like to keep it in the slicer format as the ones I have in each tab, BUT...instead of having a tab for each service. **I WANT TO consolidate the subservices into three main services: **
- consulting
- Brokerage
- Valuations
Perhaps…. break the main clean data table into smaller tables and connect them with PWR Query/ PWR PIVOT to form relational data table connections??? Would need help/guidance on this one please.
Regarding the sales rep names, they have been randomly made up using some website name generator. I will resort to generic initials or names colors moving forward. To reduce any confusion. Thank you again.
Thanks Everyone, I look forward to reading your replies as I like learning new ways of doing things!!
Best,
Username
I don't know about other potential helpers here, but I am not at all sure how to navigate the workbook(s) you've shared.
Normally (to the extent there is a "normal"), when someone comes seeking help in slicing or filtering, I would expect to see a single large table of data that will serve as the source. That's not the case, not at all, with what you've posted. There are an "Original Data Table" and a "Cleaned Data Rep Prod Index" tab... what is one to make of them? There are also multiple tabs, labelled in various ways--almost as if they've already by separated out as you desire.
So I for one would appreciate an explanation of how all of this relates to the desired outcomes you've already described. It's no doubt totally clear in your own mind, but I think you're taking for granted that it will be obvious to all of us seeing it for the first time.
- I would like to create formula for > than or <
- https://1drv.ms/x/s!AnKXcruIUsndvHME5Ip2BdzSFIzC?e=jIYmad
- Neither of those links works at all.
mathetes It will not let me upload attachment. I tried entering the URL for the file. What am I doing wrong/?
- This link worked https://1drv.ms/x/s!AnKXcruIUsndvHME5Ip2BdzSFIzC?e=jIYmad
- Thank you, some advice would help,
