Forum Discussion
Have Exclude and Include Change Other Visualizations on Report
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
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:
- Hours to project by Manager
- Hours to project by Person
- Hours to project by Job Title
- 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 |
- 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.
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
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.
Hello,
I have the exact same question. Have you solved this problem?
I am looking forward hearing from you.
Best regards,
Sjors Visser