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don075
Helper II
Helper II

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')

1 ACCEPTED SOLUTION
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.

vjiewumsft_0-1730256298648.png

vjiewumsft_0-1730701251164.png

vjiewumsft_1-1730256311470.png

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.

View solution in original post

3 REPLIES 3
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.

vjiewumsft_0-1730256298648.png

vjiewumsft_0-1730701251164.png

vjiewumsft_1-1730256311470.png

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.

Sahir_Maharaj
Super User
Super User

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.


Did I answer your question? Mark my post as a solution, this will help others!

If my response(s) assisted you in any way, don't forget to drop me a "Kudos" 🙂

Kind Regards,
Sahir Maharaj
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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. 

Capture.JPG

 


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

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