Inherit parent and child relationship but not inherit the filter for 2 visual tables

[DingYea]

In my scenario, there exists a task table wherein each task may be associated with multiple documents, each document having its own status. To establish this relationship, I've implemented a one-to-many linkage between the task table and the document table. Additionally, I've constructed a visual representation, primarily aimed at displaying task information alongside the status of a specific document type, namely Document Type A.

Subsequently, I endeavor to devise another visual representation tasked with monitoring the status of a distinct document type, Document Type B. This is imperative due to the interrelation between these two document types within our business workflow.

In the primary visual representation, I've employed filtering to selectively display records showcasing the status of Document Type A alongside task information. Conversely, within the secondary visual representation, I've applied filters to exclusively exhibit records pertaining to Document Type B.

However, owing to filter inheritance between the two visual representations, the secondary one consistently remains empty. This anomaly arises from the filters attempting to display records with document type 'A' and 'B' simultaneously due to the inheritance of filter.

In an attempt to rectify this issue, I explored the 'Edit Interaction' feature but discovered that while it offers the option to sever filter inheritance, it disrupts the linkage between the visual representations. Consequently, clicking on the main visual representation fails to prompt the secondary one to display the corresponding status of Document Type B, instead persistently showcasing all statuses of Document Type B.

My objective is to generate a report where, upon clicking on the main visual representation, the secondary one dynamically reflects the pertinent status of Document Type B. However, I'm uncertain if this approach is optimal. I would greatly appreciate guidance on the proper methodology to achieve this.

Thank you.

P.S. My version is Version: 2.88.2361.0 64-bit (January 2021)

[hackcrr · Accepted solution]

Hi, @DingYea 

Create two metrics in Power BI to help distinguish between Document Type A and Document Type B status:

StatusDocumentTypeA = 
CALCULATE(
    MAX('Document'[Status]),
    'Document'[DocumentType] = "A"
)

StatusDocumentTypeB = 
CALCULATE(
    MAX('Document'[Status]),
    'Document'[DocumentType] = "B"
)

Add visual objects (such as tables or matrices) to display task information and the StatusDocumentTypeA metric. Apply a visual level filter to display only Document Type A status. Add another visual object to display the StatusDocumentTypeB metric.
Go to the Format tab and click Edit Interactions. select the primary visual object and make sure that Interactions with secondary visual objects is set to Filter (Filter icon). This ensures that when you select a task in the primary visual object, the secondary visual object will filter based on the selected task and not inherit the document type filter.
If you have slicers to control task selection or other filters:
Add Slicer: add a slicer for tasks or other related dimensions.
Synchronize slicers: use this Sync slicers pane to ensure that slicers are synchronized between two visual objects.

Best Regards,

hackcrr

If this post helps, then please consider Accept it as the solution to help the other members find it more quickly.

[DingYea]

It works. Thank you so much!