I have a table that is stored in a qvd file. The setup is as follows:
[UpdatedClients]:
LOAD
[ClientID],
[ClientName],
[CorporateID],
[CorporateName],
[BusinessClassID],
[BusinessClass]
FROM [lib://Operations:DataFiles/UpdatedClients.qvd](qvd);
Upon using this table, with several others associated by ClientID, i created filter panes for ClientID and ClientName as some people use the ID while others use the name. However, when ClientName is selected all data goes blank, and the corresponding ClientID filter pane doesn't reference any ClientID correlated to the client name. Using the ClientID filter pane, everything works as expected with the exception of correlating to the client name filter pane. This is very confusing as they are fields on the same table, and all ClientIDs have a corresponding ClientName. Anyone have any thoughts on why this may be happening? Thanks.
If ClientID is your key to other tables, it's possible and even likely that you're selecting ClientID values from those tables, not this one. However, without seeing the actual data, there's no way to know for sure.
I went back and ensured the ClientID was coming from the UpdatedClients table in the filter and i still get the same result. What might you need to see in order to determine the issue?
Ah, your phrasing explains what I assume is the source of confusion. You can't control the "source" of a filter on a field. If your filter is for the field ClientID, it's going to list all values for ClientID regardless of the source table.
If it is critical for you to only have values from a specific table, you can filter on a calculated dimension that only allows values from a specific table (e.g. ones that have a Client Name that isn't null). However, you won't be able to do this directly on a field.
Thank you for the explanation. I am loading the qvd files in the following manner:
[Calendar]:
LOAD
[CalendarDate],
[Year],
[Month],
[Day],
[Quarter],
[Week],
[DayOfWeek],
[MonthName],
[IsHoliday],
[IsWeekday]
FROM [lib://Operations:DataFiles/Calendar.qvd]
(qvd);
[DailyPaymentTotals]:
LOAD
[CalendarDate],
[ClientID],
[TierNumber],
[PaymentAmount],
[CommissionAmount],
[PaymentCount]
FROM [lib://Operations:DataFiles/DailyPaymentTotals.qvd](qvd);
[UpdatedClients]:
LOAD
[ClientID],
[ClientName],
[CorporateID],
[CorporateName],
[BusinessClassID],
[BusinessClass]
FROM [lib://Operations:DataFiles/UpdatedClients.qvd](qvd);
[DailyPlacementTotals]:
LOAD
[CalendarDate],
[ClientID],
[TierNumber] AS [DailyPlacementTotals.TierNumber],
[PlacementAmount],
[PlacementCount],
[ConCount]
FROM [lib://Operations:DataFiles/DailyPlacementTotals.qvd](qvd);
The DailyPayment and DailyPlacement tables are associated with the UpdatedClients table by ClientID. I guess my confusion is why when selecting the ClientID in one filter pane i get all the correct information. However, selecting ClientName from a separate filter pane returns no results. It is as if ClientName and ClientID don't see each other even though they are on the same table. Should i use joins instead of simply associations between tables in this case? Again thanks for the help.
