I have a filter for different customer categories- Platinum, Gold, Silver, Iron
& two bar graphs for customers and products.
I want that when I select a category from the filter, the graphs should show only those customers and products with the help of edit options.
Can you please help?
If your filter columns are in any way linked to the chart (same table, relationship between two different tables is active) this should work automatically.
However it could be that someone tunred the interaction off. To see the interaction icons click on your filter visual and go to Format > Edit Interactions. Now you will see on all the other charts/filter this two symbols:
If the left diagram icon is grey: This means your selected visual will interact with this visual.
If the right circle icon is grey: This means your selected visual will not interact with this visual.
Related
I have a scenario where I am using date and country slicers along with maps in my report along with some stacked charts.
When I click on the map for one country it filters the data based on that country I have selected but the filter is not reflected in slicers.
Is there any way that I can use the map only to display the counts without having select, in other words, no selection allowed on the maps?
Any suggestions would be helpful.
Thanks!
Go to Format tab and select Edit Interaction option as shown in the below image. Now select your Map visual and set Filter = None in other visuals you don't like to interact when click on the Map.
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.
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 simple (one table) report with the following columns: Date, Amount, Category and Subcategory.
I try to create a page with three visualisations.
The first one is for the amount/date (vertical bar chart). The second one is for amount/categories (treemap). The last one is for amount/subcategories (treemap).
I have created hierarchy for date and categories.
When I select a column in the amount/date, the visualisation of the bottom ones filters OK.
The problem that I have is that when I click on the amount/category treemap the amount/date bar chart resets its selection and the amount/category shows all the categories across all the dates.
I have tried to prevent this by setting the interaction to "No Impact" on the amount/date visual, but it didn't help.
How do I create "One Way" interaction between visuals?
If you CTRL-click, you can make multiple selections. If you click normally, then regular visuals will replace filters on other visuals.
Slicers are a special visual type whose selections don't get overridden by selections in other visuals.
I am trying to compare Charts and KPIs in PowerBI report. In fact, face the same figures tables but with different slicing values (time room, countries...)
I could only create two tabs with basically the same slicers and visualization. But I couldn't put them one aside the other that apply to that tab.
Can anyone help me with this.
Many thanks,
You have several options, here are the simplest two:
Use visual level filters to display two visuals with different filtering
There are three levels to the Filters sub-pane - "visual", "page" and "report" - they control the scope of a filter.
When editing a visual, you can drag any data field to the Filters sub-pane's "visual" field-well and configure a filter affecting only that visual.
As a simple example: for a table with "Sales" and "Country" columns, you can create one KPI visual showing sales and configure its filter to "UK", then create another KPI (or just copy the first one) and configure its filter to "France" etc. Using this approach you can create several KPI visuals in the same page, each displaying sales data for a different country (Tip: you'll probably want to edit their titles so that viewers can tell which KPI shows what).
Use Edit Interactions to have slicers that affect only some visuals on the page
In Power BI Desktop, go to Format tab in the ribbon and click "Edit Interactions". This causes each visual to display several small buttons on its top right corner - these control how the active visual affects each other visual (typically you can select between "highlight", "filter" and "no interactions", note that not all visuals supports all three options).
As a simple example with the same table from above, you can create two KPI visuals showing sales and two slicers filtering by country. Then, edit the interactions so that one slicer affects only one KPI and the other slicer only affects the other KPI. This will create an interactive report with two KPIs comparing sales between any two countries - according to the user's actions on the slicers.
Finally, these posts from MS Power BI have detailed tutorials (including screenshots) for the two options described above:
Visual level filters
Visual interactions