Power BI Dashboard where the core filter condition is a disjunction on numeric fields

Question

We are trying to implement a dashboard that displays various tables, metrics and a map where the dataset is a list of customers. The primary filter condition is the disjunct

Answer 1

To my knowledge, there is no such built-in slicer feature in Power BI at the time being. There is however a suggestion in the Power BI forum that requests a functionality like this. If you'd be willing to use the Power Query Editor, it's easy to obtain the values you're looking for, but only for hard-coded values for your limits or thresh-holds.

Let me show you how for a synthetic dataset that should fit the structure of your description:

Dataset:

CustomerID,Country,Gender,TransactionValue12,NPurchases12
51,USA,M,3516,1
58,USA,M,3308,12
57,USA,M,7360,19
54,USA,M,2052,6
51,USA,M,4889,5
57,USA,M,4746,6
50,USA,M,3803,3
58,USA,M,4113,24
57,USA,M,7421,17
58,USA,M,1774,24
50,USA,F,8984,5
52,USA,F,1436,22
52,USA,F,2137,9
58,USA,F,9933,25
50,Canada,F,7050,16
56,Canada,F,7202,5
54,Canada,F,2096,19
59,Canada,F,4639,9
58,Canada,F,5724,25
56,Canada,F,4885,5
57,Canada,F,6212,4
54,Canada,F,5016,16
55,Canada,F,7340,21
60,Canada,F,7883,6
55,Canada,M,5884,12
60,UK,M,2328,12
52,UK,M,7826,1
58,UK,M,2542,11
56,UK,M,9304,3
54,UK,M,3685,16
58,UK,M,6440,16
50,UK,M,2469,13
57,UK,M,7827,6

Desktop table:

Here you see an Input table and a subset table using two Slicers. If the forum suggestion gets implemented, it should hopefully be easy to change a subset like below to an "OR" scenario:

Transaction Value > 1000 OR Number or purchases > 10 using Power Query:

If you use Edit Queries > Advanced filter you can set it up like this:

The last step under Applied Steps will then contain this formula:

= Table.SelectRows(#"Changed Type2", each [NPurchases12] > 10 or [TransactionValue12] > 1000

Now your original Input table will look like this:

Now, if only we were able to replace the hardcoded 10 and 1000 with a dynamic value, for example from a slicer, we would be fine! But no...

I know this is not what you were looking for, but it was the best 'negative answer' I could find. I guess I'm hoping for a better solution just as much as you are!

Answer 2

The key here is to create separate parameter tables and combine conditions using a measure.

Suppose we have the following Sales table:

Customer  Value  Number
-----------------------
A         568     2
B         2451   12
C         1352    9
D         876     6
E         993    11
F         2208   20
G         1612    4

Then we'll create two new tables to use as parameters. You could do a calculated table like

Number = VALUES(Sales[Number])

Or something more complex like

Value = GENERATESERIES(0, ROUNDUP(MAX(Sales[Value]),-2), ROUNDUP(MAX(Sales[Value]),-2)/10)

Or define the table manually using Enter Data or some other way.

In any case, once you have these tables, name their columns what you want (I used MinNumber and MinValue) and write your filtering measure

Filter = IF(MAX(Sales[Number]) > MIN(Number[MinCount]) ||
            MAX(Sales[Value])  > MIN('Value'[MinValue]),
            1, 0)

Then put your Filter measure as a visual level filter where Filter is not 0 and use MinCount and MinValues column as slicers.

If you select 10 for MinCount and 1000 for MinValue then your table should look like this:

Notice that E and G only exceed one of the thresholds and tha A and D are excluded.