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cmorten
New Member

How do I use category selection to filter two separate charts with different filters?

Hi there,

 

I just started using Power BI last week and I have built a pretty basic dashboard that looks at budget and expenses. I have a "Card" setup that sums all accounts into a lump sum budget amount. I also have a "Clustered bar chart" that is by account and expense with the account description on the Y-Axis and the amount on the X-Axis. Both the "Card" and the "Clustered bar chart" utilize three visual filters: Amount, Account description, and Status. The only difference between the two is that the "Card" is filtered by "Budget" which is under the "Status" filter and the bar graph is filtered by "Expense" which is also under the "Status" filter. When I click on a specific bar in the bar chart it highlights that category in the bar chart but it changes the "Card" amount to "(Blank)". I am trying to figure out how I can make the budget card show the budget for whatever specific account is selected in the bar chart. The screenshot below is an example of what happens when I select the Events account in the bar graph.  I would like the card to show the "Events" budget amount instead of saying "(Blank)" but not sure if this is possible.

 

cmorten_0-1693244336337.png

 

Thank you!

1 ACCEPTED SOLUTION
parry2k
Super User
Super User

@cmorten based on what you have provided it is working as expected. You need to work on your model to make it work, Basically need another dimension table for Accounts which will be used everywhere and then it will work. Learn more here Understand star schema and the importance for Power BI - Power BI | Microsoft Learn

 

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2 REPLIES 2
cmorten
New Member

Thanks Parry2k! My apologies, I was over complicating the whole thing😋. Since both charts used the same fields but different filters I just added a drop down box to the dashboard that allowed me to filter by account. This filtered both the bar graph and the card and while this wasn't the exact soluton I was looking for, your response made me think about the approach a little differently. 

 

Thank you!

cmorten_0-1693931881599.png

 

parry2k
Super User
Super User

@cmorten based on what you have provided it is working as expected. You need to work on your model to make it work, Basically need another dimension table for Accounts which will be used everywhere and then it will work. Learn more here Understand star schema and the importance for Power BI - Power BI | Microsoft Learn

 

The key to success for Power BI projects is to learn and spend time on developing a scalable model and then everything should be fine.



Subscribe to the @PowerBIHowTo YT channel for an upcoming video on List and Record functions in Power Query!!

Learn Power BI and Fabric - subscribe to our YT channel - Click here: @PowerBIHowTo

If my solution proved useful, I'd be delighted to receive Kudos. When you put effort into asking a question, it's equally thoughtful to acknowledge and give Kudos to the individual who helped you solve the problem. It's a small gesture that shows appreciation and encouragement! ❤


Did I answer your question? Mark my post as a solution. Proud to be a Super User! Appreciate your Kudos 🙂
Feel free to email me with any of your BI needs.

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