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aimanhafez
Regular Visitor

How to filter only one value in matrix visualization so that the comments will display in card.

I built a matrix visualization. For the row section, i put a category and details. And for the value section, i put ty, py, ty vs py and growth% that were made by the measure.  Then, i make a card visualization to display a comments filtered by category,details and date. so when i click on all the value, it will display the same comments. I only want to make if i click on the category, details and ty only that the comments will display in card visualization. when the others value were clicked, it will display blank. the comments visualization is beside the date in the picture.


Screenshot 2024-05-08 093501.pngScreenshot 2024-05-08 093437.png


1 ACCEPTED SOLUTION
johnbasha33
Super User
Super User

@aimanhafez 

It sounds like you want to filter the comments in the card visualization based on the selections made in the matrix visualization. To achieve this, you can use a combination of bookmarks and report page tooltips in Power BI. Here's how you can do it:

1. **Create bookmarks**: Create two bookmarks, one for when the matrix selections match your desired filter criteria (category, details, and ty), and another for when they don't.

2. **Set bookmarks actions**: Set up actions for your matrix visual so that when the desired filter criteria are selected, it activates the appropriate bookmark.

3. **Configure report page tooltip**: Instead of using the card visualization, you can use the report page tooltip feature. Add your comments visualization to the tooltip section of your matrix visual.

4. **Filter the tooltip**: In the report page tooltip, apply the necessary filters so that it only shows comments when the filter criteria match your desired selection (category, details, and ty).

5. **Hide tooltip for other values**: Ensure that the tooltip is configured to display only when the desired filter criteria are met. You can do this by setting conditional formatting for the tooltip visibility based on the matrix selections.

By following these steps, you can achieve the desired behavior where the comments are displayed in the card visualization (report page tooltip) only when the specific filter criteria (category, details, and ty) are selected in the matrix visual. Otherwise, it will remain blank.

Did I answer your question? Mark my post as a solution! Appreciate your Kudos !!

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1 REPLY 1
johnbasha33
Super User
Super User

@aimanhafez 

It sounds like you want to filter the comments in the card visualization based on the selections made in the matrix visualization. To achieve this, you can use a combination of bookmarks and report page tooltips in Power BI. Here's how you can do it:

1. **Create bookmarks**: Create two bookmarks, one for when the matrix selections match your desired filter criteria (category, details, and ty), and another for when they don't.

2. **Set bookmarks actions**: Set up actions for your matrix visual so that when the desired filter criteria are selected, it activates the appropriate bookmark.

3. **Configure report page tooltip**: Instead of using the card visualization, you can use the report page tooltip feature. Add your comments visualization to the tooltip section of your matrix visual.

4. **Filter the tooltip**: In the report page tooltip, apply the necessary filters so that it only shows comments when the filter criteria match your desired selection (category, details, and ty).

5. **Hide tooltip for other values**: Ensure that the tooltip is configured to display only when the desired filter criteria are met. You can do this by setting conditional formatting for the tooltip visibility based on the matrix selections.

By following these steps, you can achieve the desired behavior where the comments are displayed in the card visualization (report page tooltip) only when the specific filter criteria (category, details, and ty) are selected in the matrix visual. Otherwise, it will remain blank.

Did I answer your question? Mark my post as a solution! Appreciate your Kudos !!

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