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How to add Filter for data retrieval in PowerPivot Data model.

Recall from previous posts we have added Item Ledger Entry Table to our Data Model of PowerPivot.

Adding more tables to the Data Model using Existing Connection – In PowerPivot

Add relationships to Data Model in PowerPivot

My requirement is to retrieve only records related to Sales.

We will apply filter on Entry Type field to value [1]-[Sales] this way Item Leger Entry Sheet will have only Sales Data.

To do this we will add this filter to the query used for data retrieval.
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Select the Sheet for table – Item Ledger Entry from bottom.

Click on Design Tab on Top.

Now From Ribbon choose Table Properties.

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Select Query Editor from Switch to.

Add the Filter to your query.

Save your Query.

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From Home Tab, Select Refresh from Ribbon.

On Success completion Close the window.

Now your Item Ledger Entry is populated with Fresh data as per the modified Query.

I.e: All Entries which have Entry Type = 1 [Sales].

I will come up with more details in my upcoming post, till then keep practicing and stay tuned for future updates & posts on this topic.

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