Forum Discussion

don075's avatar
don075
Helper II
1 year ago
Solved

Stop Visual from refreshing when items are selected from it.

Created PowerBI report based on an sql table. I am including the script to create the table.
Created a measure
TotalAmount = sum(Detail[Amount])

Added a Matrix visualization
Added Category2 and Category1 to Rows
Added measure TotalAmount to Values

Added Table visualization
Added Type and Measure: TotalAmount to Columns

In the format Tab clicked on "Edit interactions"
Select Matrix visual and selected Filter for Table

Selected Table visual and clicked None for Matrix table

Now from Matrix visual when I select Expense -> Cat1 -> 12000
It updates the table visual.

 

It displays
F 11000
F 1000

 

When I click on
F 11000
it refreshes Table visualization and resets it to
F 13520
S 7100

 

I don't know how to step the Table visual from resetting / refreshing when I click on it.

 

Would like to know how to do this as I need to create another Table visual that will filter data based on first Table visuak.

Any help is greatly appreciated.

 

SQL code to create the table.

CREATE TABLE Detail (
Fac VARCHAR(50) NOT NULL,
Prm VARCHAR(50) NOT NULL,
Sec VARCHAR(50) NOT NULL,
Year VARCHAR(50) NOT NULL,
Month VARCHAR(50) NOT NULL,
Amount integer NOT NULL,
Category1 VARCHAR(50) NOT NULL,
Category2 VARCHAR(50) NOT NULL,
[Type] VARCHAR(5) NOT NULL
)
INSERT INTO Detail (Fac, Prm, Sec, Year, Month, Amount, Category1, Category2, [Type]) VALUES
('10', '711', '100', '2004', '01', '120', 'Cat1', 'Salary','F'),
('10', '711', '100', '2004', '02', '500', 'Cat1', 'Salary','F'),
('10', '711', '100', '2004', '03', '750', 'Cat1', 'Revenue','F'),
('10', '711', '100', '2004', '04', '5000','Cat1', 'Expense','F'),
('10', '711', '100', '2004', '05', '3000','Cat1', 'Expense','F'),
('10', '711', '100', '2004', '05', '1000','Cat1', 'Expense','S'),
('10', '711', '450', '2004', '05', '2500','Cat1', 'Expense','F'),
('20', '413', '123', '2004', '05', '500','Cat1', 'Expense','F'),
('10', '711', '200', '2004', '01', '2000','Cat2', 'Expense','S'),
('10', '711', '200', '2004', '02', '500', 'Cat2', 'Expense','S'),
('10', '800', '100', '2004', '01', '2000','Cat3', 'Salary','S'),
('10', '800', '100', '2004', '01', '100', 'Cat3', 'Salary','S'),
('20', '900', '100', '2004', '01', '500', 'Cat3', 'Revenue','F'),
('30', '900', '100', '2004', '01', '150', 'Cat3', 'Revenue','F'),
('40', '567', '300', '2004', '01', '1500','Cat4', 'Salary','S'),
('25', '711', '200', '2004', '02', '500', 'Cat2', 'Expense','F')

  • Anonymous's avatar
    Anonymous
    1 year ago

    Hi don075 ,

    Based on the description, it is impossible to edit interaction to stop the table visual refreshing. Edit interaction has no effect when re-selecting type inside the table visualization, it is not a filters function. Because you select the different column in matrix visual and table visual. The SUM function counts different values for different selected value.

    Please try the following method as workaround:

    Select the table visual and drag the category1 and category2 to the Filters pane. Set the Basic filtering.

    You can view the following document to learn more information.

    Filters and highlighting in Power BI reports - Power BI | Microsoft Learn

     

    Best Regards,

    Wisdom Wu

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

3 Replies

  • Hello don075,

     

    To prevent the table visual from refreshing when items within it are selected, go to Format > Edit interactions

     

    Set the Matrix to filter the Table, ensuring the Table itself is set to “None” for all other visuals to prevent reverse filtering.

     

    This will allow focused control over your visuals.

     

    Let me know if you might require any further assistance.

    • don075's avatar
      don075
      Helper II

      Thanks for the response.
      I did the following
      Selected Matrix visual and clicked Format
      Selected Edit Interaction
      Clicked Filter under Table visual

       

      Selected Table visual
      Selected None under Matrix visual


      That didn't fix the issue.

      Here is a screen shot of the changes. 

       


      Also, once this is working, I need to add a third table tha should update when items are selected from the first table visual.

  • Anonymous's avatar
    Anonymous
    Not applicable

    Hi don075 ,

    Based on the description, it is impossible to edit interaction to stop the table visual refreshing. Edit interaction has no effect when re-selecting type inside the table visualization, it is not a filters function. Because you select the different column in matrix visual and table visual. The SUM function counts different values for different selected value.

    Please try the following method as workaround:

    Select the table visual and drag the category1 and category2 to the Filters pane. Set the Basic filtering.

    You can view the following document to learn more information.

    Filters and highlighting in Power BI reports - Power BI | Microsoft Learn

     

    Best Regards,

    Wisdom Wu

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