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SWoodring
Frequent Visitor

Fix matrix filter once selected

Hello,

 

I have 2 matrices on a dashboard - sales by region, and sales by salesperson. When I click on a region in the sales by region matrix, the sales by salesperson matrix filters itself to show only the salespeople in that region.

 

However, when I then click on a salesperson from the sales by salesperson matrix, it overrides the previous click and reverts back to showing all the salespeople. Instead, I would like it to continue showing only the salespeople in the region that I had previously selected.

 

Is there a way to keep a selection fixed so that the next selection does not override it?

Thanks

2 REPLIES 2
christinepayton
Solution Sage
Solution Sage

If you're speaking of the cross-filtering, holding control when you click will let you select multiple different things. 

vinodDrinkPak
Helper II
Helper II

@SWoodring 

 

To achieve the behavior you desire, where clicking on a salesperson in the "Sales by Salesperson" matrix doesn't override the region filter from the "Sales by Region" matrix, you can use a technique called "Sync Slicers" and "Edit Interactions." Here's how you can set this up:

  1. Sync Slicers:

    a. In Power BI, go to the "View" tab in the "Visualizations" pane.

    b. Click on "Sync slicers."

    c. In the "Sync Slicers" pane, click on "New" to create a slicer.

    d. Choose a slicer type (e.g., a dropdown or list) that represents the regions. Connect it to the "Sales by Region" matrix.

    e. Name your slicer appropriately, e.g., "Region Slicer."

    f. Adjust the slicer's appearance and position on the page as needed.

  2. Edit Interactions:

    a. Go to the "Format" tab in the "Visualizations" pane.

    b. Click on "Edit interactions."

    c. You'll see a set of icons next to each visual on your page. These icons represent the interaction between visuals.

    d. Click on the icon next to the "Sales by Salesperson" matrix.

    e. A menu will appear. Choose "Keep all filters" or "Keep all filters and highlight." This will ensure that when you click on a salesperson, it doesn't override the region filter applied by the "Region Slicer."

    f. Click "Done" to save your changes.

Now, when you click on a region in the "Sales by Region" matrix, it filters the "Sales by Salesperson" matrix, and subsequent clicks on individual salespeople won't affect the region filter.

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