Have Exclude and Include Change Other Visualizations on Report

[UAV-Test-Pilot]

If I exclude or include data from one visualization, how do I make it impact the other visualizations? It seems the exclude / include gets applied as a visual level filter.

I could create a page or report level filter, but I do not know what I want to filter by ahead of time. How I move or apply the single visualization filter to all visualizations?

[Poojara_D12]

Hi @UAV-Test-Pilot 

In Power BI, if you want to apply a filter from one visualization to all others, there are several ways to achieve this, depending on your needs and how you want the data to be filtered across the report. One common method is to use a slicer, which is a visual element that allows you to filter multiple visualizations at once. When you add a slicer to your report, and bind it to a specific field, it automatically filters all visuals on the page that use the same data model. For example, you can add a slicer for "Product Category" to filter all visualizations based on the selected category. This method provides an interactive way for users to apply filters dynamically across multiple visuals. If you want the slicer to apply not just to one page but across the entire report, you can sync slicers, which ensures that the same slicer selection applies to all pages within the report.

Another option is using report-level filters, which allow you to apply a filter across all visualizations in the report, regardless of which page or visualization the user is viewing. This ensures a consistent filtering experience across the entire report, and it’s particularly useful if you want to apply the same filter universally. Additionally, if you’re unsure which field you want to filter by ahead of time, you can use Field Parameters, which allow users to dynamically choose the field they want to filter by from a predefined list of options. This gives users the flexibility to apply different filters without needing to manually adjust the report. Finally, visual-level interactions provide a more granular level of control, allowing one visualization to filter others by either cross-filtering (where selecting a data point in one visual updates the others) or highlighting (where the related data points are emphasized in other visuals). This can be customized through the "Edit interactions" feature, letting you decide how each visual behaves when interacting with another. By using these methods, you can ensure that filtering actions in one visualization affect all relevant visuals, providing a cohesive and interactive user experience.

[keeblerelf11]

I'm having the same issue.  This seems like something that should just exist within PowerBI.  I want to click Exclude on one visualization and it update all the rest of the visualizations on my tab.  I've done a lot of research, and I have not found an approach.  This should be a feature without having complex work arounds.

[JeroenAWVN]

I have the same problem.

Does anybody has a solution for this?

[v-juanli-msft]

Hi @UAV-Test-Pilot

Assume you have a table with columns "col1","col2","col3"

you add "col1" ,"col2" in the visual1, add "col2","col3" in the visual2,

then if you add "col1" in the slicer, or in the page/report level filter, visual 1 will be filtered, visual2 also will be filtered.

I don't know what scenario you are,

if it doesn't work on your side, please show an example for me to analyze,

a screenshot and an example dataset are preferred.

Additionaly, maybe you need read this article to know more about visual interactions.

there are "filter","highlight","none reflects" selections.

Best Regards

Maggie

[UAV-Test-Pilot]

Mi Maggie / @v-juanli-msft!

It doesn't seem like the built-in slicer has the functionality I want. It requires me to know what to filter by in order to make a selection, which is the issue. In my scenario the user only knows what data they want to exclude after looking at some aggregated as displayed in the visualization.

The feature I want all visualization to be affected by is "Exclude" and "Include" only. Highlighted works as expected.

I will try to explain my scenario, unfortunately I cannot share my real data.

Let say we are looking at hours charged to a specific project.

Date	Name	Hours
1/1	Person A	1
1/1	Person B	2
1/3	Person A	1

Through my data model I see many important things, like the person's manager, what their job title is, etc.

Person	Manager	Job Title
Person A	Bobby	Line Cook
Person B	Billy	Painter
Person C	Billy	Janitorial
Person D	Jill	Janitorial

And in my report, I want to see hours charged by various levels of granulairty. List of Viz's to acheive this:

1. Hours to project by Manager
2. Hours to project by Person
3. Hours to project by Job Title
4. Graph of hours to project by Date

Now lets show some real (fake) data in the viz's to make the point....

Manager	Hours
Bobby	100
Billy	75
Jill	80
Jane	85
Rocky	20
Sam	90

 

Person	Hours
Person A	10
Person B	11
Person C	8
Person D	15
Person E	3
Person F	14

 

Job Title	Hours
Line Cook	75
Painter	5
Janitorial	45
Cashier	85
Dishwasher	50
Kitchen Prep	125

 

... Only after looking at these three different visulizations do I realize that "Painter" has charged to my project! I don't want anybody with Painter in my dataset, so I right click on that viz and say exclude on that line. A Visual Level Filter is added, that excludes "Painter" but only for that viz. All other viz's still contain the data points where someone's job title is Painter. I don't want that, I want that when I exclude data in one visualization, it updates the data that drives all other visulizations.

Options I have evaluated...

• Slicers - Doesnt work becuase a slicer is a single field item only. Only once I saw the hours associated to the job title did I realize I should exlude it from the data set so It doesn't contaminent my data. Also the slicer shows all possible options in the Person | Manager | Job Title table, which if I have people in my company that haven't charged to the project, they clog up the list of options to select
• Report / Page level filters - Gives me the end goal I want, but same deal as slicers. Also but doesn't allow the adhoc nature of being able to explore data after filtering and highlighting, then deciding to exclude specific datasets. Maybe if I could drap and drop the viz filter to the report filter?
• Pre-filter data - If I am interested in excluding outliers in my data, I could do this. But now I need to create a bunch of helper tables to pre aggregate data, and use new custom columns to say if specific data points are outliers or not

This is simplified version of the data I am working with. My time charging data is ~12M rows, I have ~10K unique employees.

[v-juanli-msft]

Hi @UAV-Test-Pilot

Based on my understanding, you want exclude "Job Title"="Painter" for all visual

Please check my test whether it suits your scenario

create a column, add it in the page level filter

Column = IF(Sheet3[Job Title]="Painter",0,1)

Best Regards

Maggie

[UAV-Test-Pilot]

@v-juanli-msft

I appreciate you helping me out, many thanks! While you provided an explicit solution to the "painter" problem, that is not what I am looking for.

I think what I am looking for is actually a lack of functionality in PowerBI.

Heres a picture. I want to exclude an item through the context menu on visualization, and have it applied as a report-level filter.  Right now it gets applied as a visualization level filter. How can I go about submitting this as an enhancement request?

So either when I right click to exclude, I want the option to say where the filter will be applied, or allow me to move the filter from visualization level to page / report level.

[Anonymous]

Hello, 

I have the exact same question. Have you solved this problem? 

I am looking forward hearing from you.


Best regards, 
Sjors Visser