Pass single parameter in visual to visual filter (or hide columns in visual no filter)

[Gusdate2]

Thank You for looking...

So the overarching goal is I want different individuals to visit a page monthly and view that months forecast vs actual numbers by group in a matrix...and then trending information for accuracy,difference and total volume of forecast and actual of their forecast in a line chart.

I set the matrix up with Month as the column and LOB as the row...problem is that there are MANY months of data...so the matrix data runs outside the visual. So I want to filter that visual so that it only shows a single month (the most recent).

When I do that, if I click on a LOB in the matrix, when it filters the other line chart visuals it now filters them by both LOB and Month (effectively creating a single dot).

I hope my goal is clear. End of story is I would like a matrix showing a single month of data and when you click on a LOB cell it only sends the LOB parameter to the other visuals.

Attached is a play PBIX. No Filter is the matrix with no filter...so when you click on the LOB...the line charts filter like I would like them to. With Filter has the filter to the Matrix to limit it to showing a single month...so when you click on teh LOB the line charts get filtered by LOB and Month.

Example PBIX

Thank you again for looking!! 

-John

[parry2k]

@Gusdate2 you can have matrix filter for one month or then one month the core functionality is going to work. If you just simply follow my pbix and work at your end, you will get all the answers.

[Gusdate2]

@parry2k While I very much appreciate your responses, unfortunately I am either not following what you are suggesting be done or I don't think you understand the aesthetics of what I am asking...either way...I am not accomplishing my goal. I am not sure if I can open this question up for additional responses or if I need to repost it. But I do thank you for your responses.

[parry2k]

@Gusdate2 I don't think you followed all the steps that I provided in the pbix file, see the attached video, which is just showing the actual volume, and in the matrix, if I select a month, nothing happens in the line chart and when I select a group (or anything on rows) it filters the line graph for that particular group.

In nutshell, anything selected on the columns (which is month), doesn't filter the line chart and selection of the row, filters the line chart and I think that is what you are looking for.

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[Gusdate2]

@parry2k  actually...what I want is the matrix filtered to a single month (your gif has all months)

[parry2k]

@Gusdate2 check the attached file, you need a disconnected table for the matrix visual. In the attached pbix file I just did it for one visual and one measure, you can take it from there.

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I would ❤ Kudos if my solution helped. 👉 If you can spend time posting the question, you can also make effort to give Kudos to whoever helped to solve your problem. It is a token of appreciation!

⚡ Visit us at https://perytus.com, your one-stop shop for Power BI-related projects/training/consultancy.

[Gusdate2]

@parry2k Thank you for replying. In re-reading your response. I have re-read your reply a few times and looked at your attached .pbix and I think I didn't make what I was looking to do clear. If I disconnect the table the formulas break. The formulas are the sum of all months, not the latest month. Total Actuals is correct, and I can switch thet to total forecast being correct (but then total actuals breaks).

I figured I would graphically try and show what I am hoping to accomplish. If I am just missing something from the solution could you enlighten me. Again, thank you very much for the reply, and you gave me a few things to think about, but right now I am still looking for a solution.

Goal (Taken from my example .pbix No Filter Page)

Taken from @parry2k solution with filter page