How to filter by an interaction matrix

[CGReynolds]

Hi all,

I have a few data sources that have what I'm calling 'interaction matrices'. This is where they have a number of stakeholders and a number of events, causes or similar where they record an interaction. As a sample of what that looks like: 

Event	Client 1	Client 2	Client 3
A	X	X
B		X	X
C	X
D	X	X	X
E		X
F			X

What I need to be able to do is to make a single slicer that will allow me to filter the events by client. I'd like to have a dropdown where I can multi-select some clients and it will filter everything else on the report. Is there a way to do this? I havne't been able to find anything while searching. 

[Anonymous]

Hi  @CGReynolds 

Has your problem been resolved? If so, could you mark the corresponding reply as the solution so that others with similar issues can benefit from it?

Best Regards,

Jayleny

[suparnababu8]

Hi    @CGReynolds 

If I understand correct you want to slicer by client. Please follow below steps. 

1) Load your table in Power Query editor. 

 

2) Navigate to transform-->  choose the columns for your clients (Client 1, Client 2, Client 3) and select Unpivot only selected Columns. 

Now close and apply power query editor.

3) Now in Power BI desktop, take a matric chart and drag the fileds Rows - Event, Columns - Cient, Values - Value

4) add a slicer to your canvas and drag Client column in to slicer then select, Dropdown under Slicer setting options. 

5) now you can slice and dice whichever field you want from Client slicer.

Attaching pbix for your reference.  

Let me know if it works

Thanks!

[Uzi2019]

Hi @CGReynolds 

You can simply add Slicer visual and set the property to multiselect.

select slicer setting and do all these changes 1 > 2 (Disable multi select option)> then you will be able to select multiple client from drop down menu.

I hope I answered your question!

Let me know if something else is need with proper expected output.

[Idrissshatila]

Hello @CGReynolds ,

you can add a slicer visual and add the client field to it. In the slicer setting you can adjust the slicer to select more than a value and you can achieve this by clicking ctrl to click on more than one client.

check it out https://learn.microsoft.com/en-us/power-bi/visuals/power-bi-visualization-slicers?tabs=powerbi-deskt...