Filter Matrix visual based on the current level In Scope, without affecting not in Scope values.

[LEMRAK]

Hi All,

I'm trying to filter a Matrix visual based on a measure value category (segmenting the measure values). the problem is that the filter is filtering all rows in the visual, while the desired result would be just filtering the rows in the current context (i.e. based on the currently visible hierarchy of the matrix).

For Example, the delta% value of OFQ subsystem was 60.6% before filtering, and when a filter was applied the value changed to 79.7%. what is happening is that the filter is filtering out the rows in the next level ([Area] in this case); thus the value changes accordingly. 

The desired output is to keep the 60.6% value as it's. and this should by dynamic based on the currently displayed level.

After a long research and trials, I've tried to detect the current displayed level using ISINSCOPE/HASONEVALUE functions, then exclude next level values with ALLSELECTED/REMOVEFILTERS. but it doesn't seem to detect the current level in scope correctly.

Hope you can help me here.

Please note that I can't create the category filter in a column since all of my values are based on slicers selections; thus, I can't summarize the data in a table or a column. that's why I had to use a measure and add it to visual filters.

here is a sample report that mimics what I'm trying to do:
question.pbix


Thanks a lot,,

[lbendlin]

You need to decide how you want to compute this.  If you expand the OFG category you can see that not all values share the parent classification.

Therefore the modified number is justified. If you don't like that you will need to change the filter context (and make very sure that your report users don't get confused)

[LEMRAK]

Hi @lbendlin 
Yes, this is what I'm trying to do with no luck, changing the filter context to filter based on the parent category.
I've updated the calculations in the report, and the context filter seems to give the right value, however it's not filtering out the zero's which is really weird. here's a link for the updated report

your help and guidence is truly appreciated 🙂

[lbendlin]

What could maybe help is to carry both the parent ategory and item category classification. Depending on your business scenario this doesn't even need to be measures (unless the classification can be impacted by user choices).

I am still not convinced that this is not confusing to your users.

I would recommend you consider using REMOVEFILTERS rather than ALLEXCEPT.