Filtering visual from matrix by only selecting rows

[benjos23]

Hi !

I have a matrix that contains amount for account numbers (rows) and months (columns), something like this :

	January	February	March	April	...
Account 1	110	100	200	210	...
Account 2	50	20	35	90	...
Account 3	10	100	20	30	...
...	...	...	...	...	...

I want to allow users to select an account in the matrix, so that other visuals are updated and show only information about the selected account. However, I would not like users to be able to filter a specific visual (a line chart) by selecting a month in the matrix.
Therefore, my question is the following :
- Is there a way to disable interactions from matrix to a specific visual, but only for columns (in my case months) of the matrix ? I don't want to create a slicer for account number, as I have a lot of them. I really need the matrix to be able to filter out account number.

I hope my explanation is clear, and I remain available if further clarification is needed.
I would really appreciate your help 🙂

Thank you !

[Anonymous]

Hi @benjos23 

Based on what I've learned and tested, there's no good way to achieve what you're looking for. The matrix is two-dimensional. When a value cell is selected, the row value and column value of the cell will be passed to other visuals affected by the cross-filter interaction at the same time, and there is no way to only disable the influence of column value.

One workaround without modifying anything is to teach the report users to pick a value from row headers rather than a value cell, this could allow users to pick a row and pass only Account value to filter other visuals, just like below. You may add a notice or comment to teach users how to operate. 

Another alternative is to have a table or matrix visual which only has the Account column, and use it to filter other visuals. This is similar to using a slicer to filter other visuals.

Other workarounds usually need to create measures to exclude or include specific filters in the context. If you have many visuals that need to be affected, you might need to create several measures for those visuals.  

Hope this would be helpful. 

Best Regards,
Jing
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[benjos23]

Hi @Anonymous ,

Thank you for you answer, I appreciate it.
Effectively, I could teach my users to use the report in a certain way... but from experience, they will ultimately try to do something else.
I also tried to create a measure like this, and put it on my line chart visual :

ACTWithoutTime =

CALCULATE(

    [ACT],

    REMOVEFILTERS(DateDim[Month])

)
But the chart still get filtered by either slicers or matrix...

[Anonymous]

Hi @benjos23 

What is the field on x-axis in the line chart? Can you show the current result with the measure and the desired result you want to achieve?

Best Regards,
Jing

[benjos23]

Hi @Anonymous,

The x-axis field is the same as the one used in the matrix columns and the measure, i.e. DateDim[Month].

Currently, if I select a month in the matrix, the line chart will be filtered out (which I don't want) :

If an account number is selected, the chart will also be filtered (which I want) :

However, I would like that the line chart does not get filtered when I select a month in the matrix :

(here, I removed interactions between matrix and line chart, but it is not something I want as it will also remove interaction when an account number is selected in the matrix).

 In an ideal world, I would even like that the selected month get highlighted in the line chart, but I don't think it is possible.

[Anonymous · Accepted solution]

Hi @benjos23 

Thank you for the detailed explanations and screenshots. I understand what you're trying to achieve. But to my knowledge, there is no good way to achieve it. As you can see, when you remove interaction, the line chart will not be affected by the matrix, so the Account row can't filter the line chart.

When using measures, we can use REMOVEFILTERS to remove some filters in the context. However, in a line chart, we cannot use DAX functions like REMOVEFILTERS to remove the filter interaction on the x-axis column. At the same time, only Column can be added to x-axis. The x-axis field (Month column) is affected by the filter interaction from Matrix visual. We cannot make only the x-axis field not affected. 

Best Regards,
Jing

[benjos23]

Hi @Anonymous,

That is what I thought 😞 Nevermind, thank you very much for your replies and your help ! Sometimes it is better to simply move on.

Best regards,
Benjamin