Master Override Slicer to Impact All Other Instances of Same Synced Slicer

[WinterMist]

Hello - 

GOAL: Create a master override slicer for "Agency" which impacts available values in all dependent synced "Agency" slicers.

USE CASE:
- When directors sit down with a specific external sales [Agency], we do not want any data from any other Agency to accidentally be displayed.

- Currently on all pages, the synced Agency slicer shows the names of all Agencies, and their data is automatically displayed prior to filtering.  This is desired for internal reporting, but not for presenting externally.
- Ideally, we want to create a master override slicer for Agency on a separate dedicated page for "Master Override Slicers". (This dedicated page would have no visualizations; only master override slicers.)  Prior to any presentation, the director can set the master override slicer for the agency receiving the presentation, and then proceed with the presentation. 

EXAMPLE:
IF master override Agency slicer = “Agency1” THEN:
1) The dependent synced Agency slicers on all other pages would REMOVE all other slicer values (Agency2, Agency 3 etc.) so that they would not even appear as selectable options in the slicer drop-down while presenting.
2) All data on all pages associated with any other Agency (Agency2, Agency3 etc.) would disappear from the report and not be selectable without changing the master override slicer.

WORK-AROUND:

In the past, we have simply created a copy of the PBIX with a different name, and used a hard-coded report filter specific to each given agency.  However, this is a pain since changes are frequently made to the main report, and the secondary agency-specific reports must continuously be recreated to include the most up-to-date changes.

NOTE: I apologize if a solution to this already exists on PBI forums somewhere.  I have searched for days now and cannot find anything like the solution I am looking for.

Thanks in advance,

Nathan

[WinterMist]

Here are some screenshots for context.

Scenario

On the "Master Override Slicers" page, there are no visualizations; only master override slicers.

On this page, an internal employee would select "Agency3" because they are going to meet with external Agency 3 in the next 5 minutes, to present all data on all visualization pages specific to Agency 3.  (Screenshot 1)  

CURRENT OUTCOME = PROBLEM: Currently, if the presenter then moves to any of the other visualization pages that need to be presented, the synced slicer for Agency shows "Agency3" is selected.  However, it also shows the names of all other agencies.  This is a problem.  (Screenshot 2)

DESIRED OUTCOME = SOLUTION:  When the presenter then moves to any of the other visualization pages that need to be presented, the synced slicer for Agency would show "Agency3" is selected.  However, it would NOT show any other agency names to choose from.  (Screenshot 3)

NOTE: No pages or visualizations can be hidden during the presentation; only non-selected master override slicer values and associated data should be hidden.  Additionally, this cannot be managed by RLS which has to do with user & user role permissions.  This has nothing to do with user permissions as ALL users of the report should have access to the master override slicer.  Its purpose is purely for hiding slicer values & associated data when presenting to a specific external audience. 

Regards,

Nathan

[amitchandak]

@WinterMist , refer this

New means to access display pages - Display only one page in the report, Hide rest: https://youtu.be/d4H0GKUH0r4

You can also use rls with it

https://www.youtube.com/watch?v=FrEDZZXiit8

[WinterMist]

Hello Amit,

Thank you for your response.
I have watched both videos.

1) Regarding link 1 (https://youtu.be/d4H0GKUH0r4), I am confused.
- This link explains how to display only 1 page in the report, and hide all other pages.
- However, if you refer to my original post, you will see that we cannot and must not hide any pages.
CONCLUSION: I am struggling to see how this is related to the original post.

2) Regarding link 2 (https://www.youtube.com/watch?v=FrEDZZXiit8) I am confused.
- This link explains how to navigate pages dynamically with RLS.
- If I undersand the video correctly, it shows how to hide certain pages for certain users within user roles.
- Again, if you refer to my original post, you will see that we cannot and must not hide any pages for any users or user roles.
CONCLUSION: I am struggling to see how this is related to the original post.

It appears that neither of these links provide a solution to this problem.

Thank you again,
Nathan

[v-chenwuz-msft]

Hi @WinterMist ,

What about sync slicers?

The slicer is only visible on the main page, but it affects your specific page's data. It looks like you have all your pages interacting with a slicer and you can set it to see or hide all pages or one page.

Or you can edit the underlying data. It means only apply the data where is only have one angency data from power quert eidtor.

1 create a parameter like the following screenshot.

2 filter the data by text -> equals->select parameter ->ok

3 every time you want to display reports with agency, set the parameter and apply the change.

Pbix file in the end you can refer.

Best Regards

Community Support Team _ chenwu zhu

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

[WinterMist]

Hello Chenwu Zhu,

Thanks very much for taking the time to make these 2 suggestions.

1) As far as using Sync Slicers, I am already do this.  Unfortunately, business requirements dictate that the synced slicers for Agency MUST appear on all pages of the report.  So your suggestion to hide the synced slicer on any pages is not an option.

2) As far as parameters, this seemed like a real possibility at first, but now it also appears to be too limited for what we need.  Please review the following steps taken along with my conclusion, and let me know if I am missing anything.

The following steps have been taken:

• Created a LIST query in Power Query Editor called "LOV Agency" (List of Values)
• Created a PARAMETER called “PAR Selected Agency” whose list of available values is populated by “LOV Agency”.                          
• Added filter to Dimension Agency so that column “Abbr” (Agency Name) = [PAR Selected Agency]

PROBLEM:

• Our requirements dictate that the default view of the report must include ALL agency values.  For this reason, I have left the “Current Value” field in the parameter settings [blank]. 
• Unfortunately, when I do this, it filters out all the data, and the report is empty (I believe because it’s looking for data where Agency is blank; which of course there is none).
• I also believe this has to do with the fact that parameters only allow a single value (and NOT multiple values) to be selected.
  • “You may also want to note that currently only a single value is allowed.”
• Quote found here: https://community.powerbi.com/t5/Desktop/current-value/m-p/167021

CONCLUSION:

• If a parameter cannot allow ALL agency values by default, then this will not work.
• Am I mistaken?  Is there a way for a parameter to allow ALL values in the list by default?
• By default, this parameter should be ignored until a user selects a value for it.
• It will only be used when business is going to present data to an external agency.

Thanks again very much for your time.

Nathan