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entropymaker
New Member

Possible to slice card data from a second auto-generated card?

Trying to build out a teammate 'report card' and I'd like to be able to compare the whole team results.  I can shut off the interactions to one section of cards to show the whole center's performance but can't seem to figure out how to show just that one particular supervisor's team performance.  Example of the 'very' rough outline report attached.  Middle section would be the 'team' performance. Any suggestions?

image.png

1 ACCEPTED SOLUTION
v-tejrama
Community Support
Community Support

Hi  @entropymaker ,

 

You can approach this by using DAX functions and a few design techniques to control how your report behaves at different levels. The key is to use the REMOVEFILTERS function to step up the aggregation level so you can display the overall team results alongside an individual’s performance. For example, you can calculate a team total by wrapping your existing measure with REMOVEFILTERS on the teammate column, which clears the individual context but still respects any other filters like date or department. If you want to keep slicers such as date active while ignoring the teammate selection, try using ALLSELECTED instead.

It’s also important to make sure your model reflects the right hierarchy between agents, supervisors, and centers. That way, when you filter by a supervisor, the team-level visuals will automatically adjust without needing separate manual filters. For the visuals themselves, using multi-card visuals or small multiples can help you show individual, team, and overall results in one place without creating extra queries or performance overhead.

You might also want to manage visual interactions so that selecting one teammate doesn’t interfere with the team or center cards. Turning off unnecessary interactions keeps each card focused on its intended level. Finally, using measure-driven titles can make the layout more dynamic, such as showing the selected supervisor’s name automatically in the team section. Together, these steps will give you a clean and reliable setup for comparing teammate, team, and center performance in a single view.


Best Regards,
Tejaswi.
Community Support
 

 

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2 REPLIES 2
v-tejrama
Community Support
Community Support

Hi  @entropymaker ,

 

You can approach this by using DAX functions and a few design techniques to control how your report behaves at different levels. The key is to use the REMOVEFILTERS function to step up the aggregation level so you can display the overall team results alongside an individual’s performance. For example, you can calculate a team total by wrapping your existing measure with REMOVEFILTERS on the teammate column, which clears the individual context but still respects any other filters like date or department. If you want to keep slicers such as date active while ignoring the teammate selection, try using ALLSELECTED instead.

It’s also important to make sure your model reflects the right hierarchy between agents, supervisors, and centers. That way, when you filter by a supervisor, the team-level visuals will automatically adjust without needing separate manual filters. For the visuals themselves, using multi-card visuals or small multiples can help you show individual, team, and overall results in one place without creating extra queries or performance overhead.

You might also want to manage visual interactions so that selecting one teammate doesn’t interfere with the team or center cards. Turning off unnecessary interactions keeps each card focused on its intended level. Finally, using measure-driven titles can make the layout more dynamic, such as showing the selected supervisor’s name automatically in the team section. Together, these steps will give you a clean and reliable setup for comparing teammate, team, and center performance in a single view.


Best Regards,
Tejaswi.
Community Support
 

 

lbendlin
Super User
Super User

Read about REMOVEFILTERS  (to step up to Team level)  and about Multi Card visuals and Small Multiples (to reduce the number of queries required for rendering)

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