replicating the tableau report into power BI

Question

I am trying to replicate one of the tableau report into power bi. I am new to tableau and power BI so I am just learning from online and working on this project. Hence I hav

Answer 1

Good you are trying to learn Power BI and tableau, two really great tools! I'm not going spoil your learning by precisely answering your questions, but I can give you some directions.

1. Try using the slicer visual and in the visual select drop-down.

2. This one is a bit more complicated in Power BI as it requires you to create multiple objects. First you should create a list of values for your parameter. You can do this using Create New Table and using the CALENDAR() function, it's called a calendar table. Combine it with a MIN() and MAX() function to get the first and last dates in your dataset.

Parameter = CALENDAR( MIN ( Table[affffdate] ) ; MAX ( Table[dropdate] ) )

Secondly, you create a measure which will determine if a row in your table matches the criteria you specified. This needs to be a measure, as calculated columns do not accept variable parameters.

Included = 
    var _selectedDate = SELECTEDVALUE( Parameter[Date] ; MIN ( Parameter[Date] ) )

RETURN
    SUMX ( 
        Investments ;
        IF ( 
            AND ( Table[affffdate] <= _selectedDate ; Table[dropdate] >= _selectedDate )
            ; 1 
            ; 0 
        )
    )

Add the measure to the visual filters of your matrix and make sure it filters for the value 1.

Finally, add the Parameter[Date] field to your report page and set it to the visual style slicer as mentioned in the answer to question 1

3. Try the matrix visualization and make sure that you drill down in the visual. Hover your mouse over it and select the branched arrow.