Table row selection cause filtering to break

[Anonymous]

Hi,

I have three table with the following data and relationships

1. Epic

2. Story

3. Task

4. Relationships

I have the following visuals setup:

A. Each table filters the other two tables

B. The issue is as follows:

B.1 When I click on E1 from the first table then Story Number and Task Number is filtered - So far good.

B.2 When I click on S2, then Task Number is filtered but both Story Number reverts to the full list  and Epic Number also goes back to the original state! 

What I want is that on clicking S2 is

• Epic Number should still continue to highlight E1
• Story Number should still show visual B.1
• Task Number should show T4..T6

So basically selection of a row in the Story table seems to revert the filtering on the Epic table and the filtering earlier applied to itself (Story table).

[Icey]

Hi @Anonymous ,

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B.2 When I click on S2, then Task Number is filtered but both Story Number reverts to the full list  and Epic Number also goes back to the original state! 

What I want is that on clicking S2 is

• Epic Number should still continue to highlight E1
• Story Number should still show visual B.1
• Task Number should show T4..T6

So basically selection of a row in the Story table seems to revert the filtering on the Epic table and the filtering earlier applied to itself (Story table).

---

In your scenario, when you filter on the Story Number, please hold down the "Ctrl" key.

Best Regards,

Icey

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[Anonymous]

Yes, that works, although it's not something I can expect end users of the report to do. Is there a better solution?

Raghu

[Icey]

Hi @Anonymous ,

I'm afraid not.

Could you let me know why do you want to use Table visual to filter data? Does "Slicer" not meet your requirements?

Best Regards,

Icey

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

[Anonymous]

The use case for the end user is as follows:

1. The user selects the slicer for the project.

2. The EPIC's User Story's and Tasks get filtered/pupulated in each of the three visuals.

3. The use can browse EPIC status and then click on a particular EPIC to dig deeper if the progress is not per expectation.

4. The Story's will be filtered per EPIC. The user can then browse the list of Story's and then click on a particular Story to dig deeper if the progress is not per expectation.

5. The Tasks will be filtered per Story. 

With this approach, the user will not need to reach to a slicer for each EPIC or user story but can browse unhindered.

[Icey]

Hi @Anonymous ,

If so, how about using drill-through? It can also be achieved by left-clicking instead of right-clicking.

For more details, you can refer to this blog: Several factors influencing Drill through feature ... - Microsoft Power BI Community.

---

1. By opening the relevant components, we can open the Drill through button in Power BI Desktop/Power BI Services with the left mouse button.

---

Here is an example:

Best Regards,

Icey

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

[Icey]

Hi @Anonymous ,

Can this workaround meet your requirements?

Best Regards,

Icey

[Thingsclump]

Hi @Anonymous 

First of all I like the way you have explained the issue. Below solution worked for me. I usually avoid setting cross filter direction as both. but in your case, thats what is needed i think.

When E1 is selected.

When S2 is selected.

Don't forget to Mark this as a solution if i answered your question.

Thanks

Thingsclump

www.thingsclump.com 

[Anonymous]

Hi,

Thanks for the response. Please see the step which is not as per my expectation.

Raghu

[Jihwan_Kim]

Hi,

I am not sure if I understood correctly your question, but please check the below picture and the attached pbix file.

What I did was I create a measure like below, and put it into the filter pane and create a condition like below for the two visualizations.

Task Number measure: =
IF ( MAXX ( Task, RELATED ( Epic[Epic Number] ) ) = BLANK (), 0, 1 )

[Anonymous]

Hi Kim,

Thanks for the response. The issue is that when I select S2 in the second table, the visual shows all the values i.e. S1..S6 instead of S1..S3

Raghu

[bcdobbs]

I would use power query to merge all three tables into a single "task" dimension. Each row would be a task but also contain columns for story and epic. It's then much easier to build hierarchies.

Currently you have a snowflake, while power bi likes star schema. Although it looks like you'd be duplicating lots of data, the way verticac works results in the model being small.

[bcdobbs]

https://docs.microsoft.com/en-us/power-bi/guidance/star-schema#snowflake-dimensions

[Anonymous]

Even if I merge all the tables using Power Query into 1, if I have three visuals as per above, I have the same problem.