How to use "Exclude" feature only on highest level of hierarchy?

[Anonymous]

Hi all,

I've created a stacked bar chart in PBI Desktop that has two categories in the y-axis, 1 summed measure in the x-axis, and a legend as well. The measure I am examining is Cost/Income Ratio.

This is what it looks like:

At the highest level: Business Division

That is the Business Division level of the Bar Chart.

At the lowest level: Business Function

This is the Business Function level of the Bar Chart. Each Business Division can have 1 or more Business Functions.

The issue is that sometimes there are outlier Business Functions that have a C/I ratio that is unrealistically high. I don't want to remove them from the data in Power Query - I want the user to see the outlier, and have the ability to remove it. For that, the "Exclude" function that appears when I right-click the graph seems useful.

However, the issue is that when I click exclude on the "Bus Funct 3B" bar, it will not exclude the entire "Bus Funct 3B" It will only exclude the Cost Breakdown area for the Business Function that I right-clicked over. That's not ideal for me, because in my real data, I have many more Cost Breakdown levels, as well as actually using a measure to SWITCH() between multiple different Cost Breakdown Types (basically I have multiple legends for the same bar chart that change depending on what the user selects in the "Cost Breakdown" slicer - that's in my real report). 

This is what happens when I click "Exclude":

The Filters tab says "Bus Funct 3B (Business Function) + Transferred (Cost Breakdown)". I don't want that "Transferred (Cost Breakdown) to be included.

Is there a way for me to only "Exclude" the Bus Funct 3B as a whole? I don't want to specify an "Exclude" on any one of Cost Breakdown.

This is the data I'm working with:

Year	Business Division	Business Function	Cost Breakdown	C/I Ratio
2022	Banking Div 1	Bus Funct 1A	Bonus	0.006640
2022	Banking Div 1	Bus Funct 1A	Salary	0.006346
2022	Banking Div 1	Bus Funct 1A	Transferred	0.006877
2022	Banking Div 1	Bus Funct 1B	Bonus	0.006621
2022	Banking Div 1	Bus Funct 1B	Salary	0.006528
2022	Banking Div 1	Bus Funct 1B	Transferred	0.007630
2022	Banking Div 1	Bus Funct 1C	Bonus	0.006848
2022	Banking Div 1	Bus Funct 1C	Salary	0.007298
2022	Banking Div 1	Bus Funct 1C	Transferred	0.009094
2022	Banking Div 1	Bus Funct 1D	Bonus	0.010183
2022	Banking Div 1	Bus Funct 1D	Salary	0.007690
2022	Banking Div 1	Bus Funct 1D	Transferred	0.006478
2022	Banking Div 2	Bus Funct 2A	Bonus	0.007323
2022	Banking Div 2	Bus Funct 2A	Salary	0.006094
2022	Banking Div 2	Bus Funct 2A	Transferred	0.007911
2022	Banking Div 3	Bus Funct 3A	Bonus	0.008186
2022	Banking Div 3	Bus Funct 3A	Salary	0.006101
2022	Banking Div 3	Bus Funct 3A	Transferred	0.007115
2022	Banking Div 3	Bus Funct 3B	Bonus	0.072610
2022	Banking Div 3	Bus Funct 3B	Salary	0.077723
2022	Banking Div 3	Bus Funct 3B	Transferred	0.084851

I would greatly appreciate if anyone could provide some insight on this. I know I could add a slicer, or just go to the "Filters" pane, navigate to "Business Function" and do Select All then un-select Bus Funct 3B, but it's cumbersome for end users to do that. The right-click is easier, but I'm not sure if it's even possible. Is there perhaps a more elegant solution? Thank you!

[lbendlin]

Allow users to change filter types. Teach your users how to use the filter pane. Also teach them how to personalize visuals.