Having some trouble managing interactions between slicers and graphs in PowerBI.
Some visuals are showing as not having an interaction to manage even though they change when the slicer is changed (when i say no interaction i mean there is no option to block the interaction).
I am using a line graph linked to a slicer, the data is working as it should until i try to lock in the results for one particular sub group and then block any further interactions with the visual, when i do this the data then changes.
Any help or suggestions would be much appreciated.
Lee
For your questions:
Every visual allows you to Edit Interaction, however, if you have a lot of visuals and some of them are for example on the top of your page, the icon for editing can appear invisible, however, if you move the visual to a place where there is space above the visual, it will show up (I just tested it, all visuals that were on top *(and there were other visuals below them)*, didn't show the interaction button).
So basically, move the original visual a bit, edit the interaction and put it back when it was.
If you want to show only one group in a certain visual, use the filter on this visual and then block any interactions with other visuals.
Related
I'm using Power BI (May 2020 edition) and I've encountered a very weird problem. My visuals are based on SQL Server Stored Procedure. When I initially displayed data on visuals, I realized I need to add extra column on backend and switch columns on visual. So, I did the following:
I modified my Stored Procedure and applied changes on back-end
I navigated to Data View and clicked on Edit Queries menu item. Then I right-clicked on the column I needed to move and clicked "Move Right". This way 2 columns swapped the order in which they were displayed.
Then I clicked Refresh All and after a while got all my changes - recently added column from SP and swapped columns displayed correctly on Edit Queries window.
After all these manipulations I clicked Close & Apply and was redirected to Data View of my Visuals. None of the changes were reflected. I went to Report View - the same thing, of course.
Did I do anything wrong or it's a known bug that hopefully has workaround?
Appreciate everybody's help.
P.S. I was able to refresh the data by right-clicking on "Query" dropdown on Data View and clicking "Refresh Data". However, columns order still not resolved. Looks like everything we do under Edit Queries is not reflected in May 2020 edition. Please correct me if I'm wrong or if there is a workaround. Unfortunately I can't upgrade to newer version as our server doesn't support it.
Resolved the issue - instead of going to Edit Query mode, I simply dragged fields to appropriate place in Report Mode, Visualizations pane. But I still remain puzzled why Edit Queries changes are not reflected when Close & Apply is clicked.
Is there a way to use a card as a slicer/filter in Power BI?
My report has two cards, "students_eligible" and "students_attended", as well as a table below them. I want to filter the table based on the cards. Meaning, if I click on the “students_eligible” card, then the table should only show the data related to “students_eligible”.
How can I accomplish this?
I’ve included an image below for context.
There is no direct method of using a Card as filter, you can't set it as one or assign a bookmark to an action on it.
What you need to is create for example a shape that sits on top of the visual, turn ofs the fill, background and boarder options, just to leave a transparent shape:
Then create two bookmarks, one with a filter for Students Eligible, and the other for Students Attended. You may have to create a third bookmark assigned to a button or other object to return to 'No filters'.
Assign the bookmark to the shape object and ensure that it is on top of the visual. So when the use no clicks on the card, it will click on the shape, which will then filter the page based on the bookmark.
You can if you wish, just use the Bookmark buttons rather than click on the card object, which may be better from a user point of view
Cards are not clickable by itself.
You can create a bookmark that holds data for the slicer value you want to choose. Also, create a button and add this bookmark to the buttons action property.
Place this button over the card and make the button completely transparent using the background and fill properties.
This provides a user experience of clicking on a card to filter
I recently developed the Slicer Button custom visual that allows one to use a card as a filter (more specifically as a "slicer"). Using a bookmark has some drawbacks and this custom visual allows a card to be used more similarly to a slicer visual.
Below if a YouTube video demonstrating how to setup and use the visual as well as a link to the GitHub repository.
Basic Setup & Use: https://www.youtube.com/watch?v=8x2QoE8M2yA&ab_channel=MattKocak
GitHub Repository: https://github.com/mattkocak/powerbi-visuals-slicerbutton
I'm happy to clarify anything that's unclear regarding the visual. I also have a blog post on the topic titled Turn your cards into slicers with the Slicer Button custom visual.
Is it possible to turn a card (when you click on it), into a button that could be used to take you to another report page, in PowerBI Desktop?
Same question, but for a slicer, would it be possible, when I click on one of the selections in the slicer (list), to take me to another report page?
Not exactly, but you can put invisible buttons wherever you want as a workaround with effectively the same experience for the end-user.
In Power BI, I have a table that contains rows associated with one of five possible categories. I've created three cards that shows the count of rows for category 1, category 2, and the remaining three possible categories.
I would like to filter the table based on the card that I click on. How can I filter visuals by clicking on a card?
You can do this by using bookmarks. The following link walks you through how you can create a bookmark and use it:
https://learn.microsoft.com/en-us/power-bi/desktop-bookmarks
You should place buttons over each of the cards (Make sure you turn off the background and borders to make sure they look aesthetically right). Then all you have to do is assign bookmarks to each of the buttons to filter the corresponding data. Hope this helps.
I developed a custom visual called Slicer Button that can be used to essentially turn a card into a slicer/filter. The bookmark solution above has some drawbacks, such as affecting other filters, which this custom visual avoids.
Below is a GIF of the visual in use.
I've included a YouTube video demonstrating how to setup and use the visual and a link to the GitHub repository that hosts it.
Basic Setup & Use: https://www.youtube.com/watch?v=8x2QoE8M2yA&ab_channel=MattKocak
GitHub Repository: https://github.com/mattkocak/powerbi-visuals-slicerbutton
Let me know if you have any questions or comments. I'm happy to clarify anything. I also have a blog post on the topic titled Turn your cards into slicers with the Slicer Button custom visual.
I have a client that is accustomed to seeing hierarchy nesting in Power Pivot using Excel that looks and behaves like this:
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Specifically, they love the plus/minus expand/collapse functionality.
We are now moving to Power BI which has a different philosophy when it comes to navigating a hierarchy. However, my client really likes the plus/minus paradigm in Power Query. Has anyone ever run across this before and come up with a workaround?
Currently, this is not possible in a matrix visual. It's a very popular request that you can vote for on the Power BI ideas site though.
It is possible to do this with a slicer though. I use the HierarchySlicer custom visual to do this.
Expand and collapse in matrix visual is coming as Public Preview.
Originally planned for October release, now moved to November.
https://learn.microsoft.com/en-us/business-applications-release-notes/october18/intelligence-platform/power-bi-desktop/expand-collapse-matrix
https://learn.microsoft.com/en-us/business-applications-release-notes/october18/intelligence-platform/planned-features
You can implement drill down features using +/- buttons in Power BI Matrix visualisation.
This facilitates an explorer style expand/ collapse navigation by clicking + / - buttons. This visualization is also good for Pivot kinda reports.
You can add +/ - buttons to the row headers through the formatting pane under the row headers card. By default, the icons will match the formatting of the row header. Additionally, you can format it with the colour and size.
Row Header properties of Matrix visualisation