Filter Interaction

[MAruna]

Hi team, Good day!

I have 3 Filter Like year , Category, sub category 

1) User needs to select all 3 filters then only they go with proceed option or else proceed option is grey out

2) once user select the 'Lock this selection' it will be Default view  , if not selected the 'Lock this selection' it will be in Custom View.

Please find the Below Screen Shot.

Requesting your assistance on this matter.

Thank you in advance for your support.

[v-tsaipranay]

Hi @MAruna ,

We haven’t received an update from you in some time. Could you please let us know if the issue has been resolved? If you still require support, please let us know, we are happy to assist you.

Thank you.

[v-tsaipranay]

Hi @MAruna ,

I wanted to check if you had the opportunity to review the information provided. Please feel free to contact us if you have any further questions.

Thank you.

[v-tsaipranay · Accepted solution]

Hi @MAruna ,

Thank you for the update. I would like to clarify that the exact workflow you described (enabling/disabling the “Proceed” button, saving a “Lock this selection” state, and switching between Default View and Custom View automatically) is not supported natively in Power BI. Power BI cannot store checkbox states or programmatically change views based on slicer selections.

As an alternative, you can try the below:

• Use a DAX check (ISFILTERED) to show/hide visuals or a simulated Proceed button based on whether all slicers have values.
• Use Personal Bookmarks to save a “Custom View,” and use the default/reset view as your “Default View.”
• In Power BI Service, a user’s last slicer selections are automatically preserved until they reset them manually, which partially covers the “lock” concept.

Hope this helps, please feel free to reach out for any further assistance.

Thank you.

[v-tsaipranay]

Hi @MAruna ,

Thank you for reaching out to the Microsoft fabric community forum.

Could you please let us know if the issue has been resolved? I wanted to check if you had the opportunity to review the information provided by @nielsvdc and @ExcelMonke   . If you still require support, please let us know, we are happy to assist you.

Thank you.

[MAruna]

Still need the assistance.

• Thank you 

[ExcelMonke]

Hello,

If I'm understanding what you want to do correctly, I would like you to consider checking out the following YouTube video for guidance (this is not my content, but I have found it extremely helpful, and the methods in this may help you in what you are trying to achieve)

https://www.youtube.com/watch?v=FoEnJ35yG8g 

[nielsvdc]

Let's say the users has selected values in all slicers and is then able to click the button, what do you want Power BI to do then?

[MAruna]

Based on the 3 slicer selection visuals will effect 

[nielsvdc]

Power BI is not designed for application development. In Power BI, when you click a slicer, it automatically filters the visuals that are connected to it. You don’t need or even cannot use a button to trigger filtering.

However, if you're trying to create more interactive behavior, you can use the technique shown in the video shared by @ExcelMonke. In that video, Bas demonstrates how to control slicer behavior based on the selection in another slicer. For example, you can disable the Category and Subcategory slicers until a Year is selected. Then, keep the Subcategory slicer disabled until a Category is chosen.

To control the visibility of visuals based on slicer selections, you can create measures that check whether all three slicers have a value selected. If any slicer is not selected, the measure returns BLANK(). Otherwise, it performs the calculation and shows the result. The DAX is something like this.

MyMeasure = 
IF(
    [AllThreeSlicersHaveFilters] = TRUE,
    SUM(Functiehuis[NumberOfEmployees]),
    BLANK()
)

You might want to offer users a "Lock This Selection" option, but unfortunately, Power BI doesn’t support that directly.

However, when users view reports in the Power BI Service, their last slicer selections are automatically saved. So when they return to the report later, those filters are still applied. That’s why the Reset Filters button is available—to let users clear those saved selections.

If users want more control, they can create a personal bookmark after setting their filters. They can then save that bookmark as their default view, so the report always opens with those selections.

Hope this helps. If so, please give a Kudos 👍 and mark as Accepted Solution ✔️.

[MAruna]

Hi , thanks for your response.

Once we select year , category and subcategory then proceed and select the "lock thi section" option it will be custom view, once uncheck the "lock this selection " it will be default view how to do it.

Please find above attached snap.

Year    category       subcategory 

24-25.     All.               All.                    Default view 

After filter

24-25.        A.               B.         Proceed.     Lock this section.      Custom view

After Unlock

24 -25           A.               B.          Custom view       unlock.    Default view

Please suggest.

Thanks in advance.

[nielsvdc]

I don't really understand what you mean and want to accomplish with the lock section option and default view. Do you want to change visuals or do you want to lock the filter selection?

Power BI doesn't support setting a checkbox and saving the setting for a user this way. Users can create personal bookmark, which can hold the applied filter settings for re-use.

[MAruna]

Hi @nielsvdc Thanks for your response.

I have 3 slicers , user should needs to select all 3 slicers then only ' Proceed ' Button will active orelse it will be grey out.

How to acheive that in PBI.

Thank you in advance for your support.

[nielsvdc]

Hi @MAruna, can you explain what you want to accomplish and what your question is that you need help with?