Filtering Priority for Multiple Dashboards?

[Anonymous]

Hi,

Can someone tell me what the filtering priority is for multiple dashboards? Let me explain:

Due to sensitive nature, I can't enclose screenshots, but I'll explain in generic terms what I'm trying to do and why it's important:

So, I have one .pbix file that has multiple tabs/reports (I have about 22 pages/tabs right now). Let's pretend it's Automotive Sales data just to make an example clearer:
Tab 1 = Overview tab where it gives multiple charts for sales professionals to look at car sales by date, user demographic charts,  most popular car sales, future car sales, and 

Tab 2 = Demographics: Report Page that lists user demographic data such as sex, age, ethnicity, etc all relating to car sales figures.

Tab 3 = Popularity: Report Page that lists most popular car brands and sales figures

Tab 4 = Future: Sales Trends forecast page that looks at future sales

Tab 5 = Environmental Trends: Electric Car Charts vs Gasoline/Petrol sales

.... etc...

I'm making all of these up just so my question isn't too abstract. 

Let's say I've already established a relationship for all these reports in my model. Here is my question:
How do I link all of these reports together from separate tabs, and what is the filtering priority? Is it as simple as keeping the hierarchy the same in the "Filters on all pages" section?

The goal here is if a user selects a filter or option on any one of those tabs, that it will filter out on every other report tab. So, if a user selects in the Demographics Page, "Male, Age Group 30-40, Income <50k" or something as filters, then these values will filter out for EVERY other page. So, the user could select those filters, then go to the main "Overview page" and those charts would be automatically updated. Or, they could go to "Popularity Page"/tab and make selections, and those would filter through every other tab, etc.

Also, within that making sure I understand the filtering priorities here, etc. 

Thanks so much!

[v-yueyunzh-msft]

Hi , @Anonymous 

Based on your description, you want to select a slicer on one page and influence the selection of that slicer to other pages. Right?

For your questions, Power BI filters the priority issues. As I understand it, the role of filters is primarily to modify the current context, which takes effect for all filters, and the final filter context is intersection. And there are different types of filters, you can refer to the following documents:

Add a filter to a report in Power BI - Power BI | Microsoft Learn

Types of filters in Power BI reports - Power BI | Microsoft Learn

For your need , I think you can try to use the Sync slicer in your report pages, For more information , you can refer to :
Slicers in Power BI - Power BI | Microsoft Learn

Best Regards,

Aniya Zhang

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

[Anonymous]

Hi,

Thanks for taking the time to reply. Not exactly the response I was looking at.
Summary:

I want a chart to be able to effect charts on different dashboards. So, whether a user selects a Slicer option, or they click on a chart, it will then effect any one of my dashboards (I have over 22 tabs). So,then is the filtering linear? (e.g. I select an option on Tab 2, then one on Tab 3, then one on Tab 4, etc) then it's going to just filter by that. It all needs to sync together.

Details:

To go back to my example, if someone clicks on a pie chart for Tab 2 - Demographics, and selects "Male," then that "filter/selection" should carry through to Tab1, Tab3, Tab4, Tab5, etc...all automatically. So, when a users goes right to Tab1 after clicking on a chart selection in Tab2, then the charts in Tab 1 would be filtered out by "Male" too. Then, if a user selected an option in Tab 1, it would be the same scenario. So, not just a slicer, but any chart selected as well.

Since the user would be selecting options from any chart or report (there's 22 tabs), then I'd want them all synced for any selection made by click on a chart, or made through a slicer option on any of the pages/reports.

[v-yueyunzh-msft · Accepted solution]

Hi, @Anonymous 

According to your description, do you mean you want to click the visual to create filter and then make the filter to other report pages?

For this that is currently not possible in Power BI. 

We want to create filters for other pages through visuals, currently only "Drill Through" functionality, click Create filter, currently only for the current page.

For the "Drill through", you can refer to :

Set up drillthrough in Power BI reports - Power BI | Microsoft Learn

Best Regards,

Aniya Zhang

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