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Filter/Hide Columns/Rows in Visualization without Filtering the Underlying Data

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Is there a way to "filter" or hide some elements of a visualization without filtering the underlying data?

This matters when running calculations are used.

Say I have column Date with values December 1, 2,3 with Revenue 10, 30, 20

I create a running total Revenue column, but I only want to keep the first and the last date for example:

Date_______To_Date_Revenue

12/01_______10

12/03_______60


If I simply use Date to filter out 12/02, the chart becomes

Date_______To_Date_Revenue

12/01_______10

12/03_______30

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Answers

  • Rank 3 - Community Apprentice

    It looks like what you want is to group 12/02 and 12/03 into a a single displayed label and sum up their values, which is then incorporated into the running sum. You would do this by creating a calculated date field with a case statement. The new date field's formula would be something like:

    case Date when 12/02 then 12/03 else Date end

    Then instead of including the original date field in the DV, you would use the new calculated Date field. The rest in your DV remains the same.

  • Rank 1 - Community Starter
    edited September 2023

    Thanks Dori, what I provided is a simple example to demonstrate my intention, but I hoped to have a more general method. In the example, it makes sense to use your case when trick, but other cases, it's not applicable.

  • Rank 3 - Community Apprentice

    Even in your more complex example, I feel the solution is in grouping values that you want to aggregate, if your intent is to include the values corresponding to those rows (via a sum, for example), but not display the labels. You would group them into a specified value. This grouping could be done in the UI via a calculation or in the model or data source. If you want to provide a more complex example where you feel the grouping would not work, we could give it another shot.

  • Hi @User_R9RRP ,

    Taking a step back, what product (name and version) are you using?

    Are you working on a "classic" analysis or on DV workbook?

    Where does your data come from? RPD/semantic model? A dataset?

    All these influence the answer to your question, because there are ways to get there, but ... it depends :)

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