Filtering Multiple Visuals with Different Filter Criteria

[tomperro]

I have 3 KPIs that are measuring different status' of data in the same table.
Each KPI has its own set of filters and I am using the KPIs on multiple pages.

Is there a way re-use these filters? Save them in a table or something similar?

[Ritaf1983 · Accepted solution]

Hi @tomperro 
You can create measures that are filtered, using calculate dax function...
like :
KPI1 = Calculate (sum('table'[something]),filter('table'[Last Name = "Jones"])
This measure will return filtered result.

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[Ritaf1983]

Hi @tomperro 

It’s a bit hard to fully understand your use case without an example, but here are some options that might help:

Sync slicers:
If you need to switch between pages and keep the slicer selections consistent across those pages, you can use the sync slicers feature in Power BI. This ensures that your filters are carried over when navigating between pages.

More information about this option is here : 

https://www.youtube.com/watch?v=_SLtLfk0OME&t=14s

Drillthrough:
If by “3 KPIs” you mean that you want to navigate to a detailed page with data filtered based on one of those KPIs, you can use the Drillthrough feature. This allows you to create a page specifically for analyzing the details of a KPI.

Detailed guide : 
https://www.youtube.com/watch?v=9vE1se-ZSiU

Page-level filters:
If you simply want each page to have pre-defined filters for the KPIs, you can set page-level filters that stay consistent without user input.

https://www.youtube.com/watch?v=sids9OgFHj0

Beyond these, there aren’t many options for sharing or reusing filters dynamically across pages in Power BI. If none of these solutions match your use case, providing a pbix with the example and desired result might help identify the best approach.

If this post helps, then please consider Accepting it as the solution to help the other members find it more quickly.

[tomperro]

Thank you for your reply. 

I am actually looking to do something different than what you explained. 

I have 3 KPIs on one page.

All 3 KPIs are getting data from the same tables, but each KPI has different visualization filters.

What I am trying to do is store the different set of filters for each KPI somewhere so I do not have to keep adding filters to each visualization.

Can I store filters in a table or in a measure?

Example:

KPI 1 Filters = Last Name = "Jones"
KPI 2 Filters = Last Name = "Smith"

KPI 3 Filters = Last Name = "Jackson"

OR

Filter Table

KPI	Filter
1	Last Name = "Jones"
2	Last Name = "Smith"
3	Last Name = "Jackson"

[Ritaf1983 · Accepted solution]

Hi @tomperro 
You can create measures that are filtered, using calculate dax function...
like :
KPI1 = Calculate (sum('table'[something]),filter('table'[Last Name = "Jones"])
This measure will return filtered result.

If this post helps, then please consider Accepting it as the solution to help the other members find it more quickly.

[tomperro]

Can the filters be saved in a table?

This way, if I ever need to update the filter, i only have to modify them in the table rather than every measure that might have the filters.

[Ritaf1983]

The measures are not part of the table; they are not "active" unless they are in a visualization. Technically, this is an advantage because it saves on model size.

At the same time, in terms of functionality, this approach does meet your needs. If you want to make changes, you simply update the measure. From the user's perspective, there is no need to change anything, as what will appear in the visualization is your measure, which remains consistent unless you modify the code.

[tomperro]

I am trying to avoid changing multiple measures if I ever have the need to add or remove filters.

If each KPI has 4 measures, each with a set of filters and if I ever need to modify those filter, I would rather change it in once place rather that changing the 4 measures.

[Ritaf1983 · Accepted solution]

This is all we have ....
Filters / Slicers or filter inside measures..

If this post helps, then please consider Accepting it as the solution to help the other members find it more quickly.