Using Treemap Visual how to filter a Matrix table in another sheet of Dashboard

[mohan_g_das1986]

Hi - I have 2 sheets of the report, one will give me products & their performance using the treemap visual. Next sheet i have the list of partners & their sales out detailed level (with address). Currently in both the sheet user have to select filters to achieve the output.

is there a way to filter partners who have that product (second sheet) on the selection of product in the treemap

Urgent help!!

[v-alq-msft]

Hi, @mohan_g_das1986 

I'd like to suggest you use drill through feature to achieve you requirement. I created data to reproduce your scenario. The pbix file is attached in the end.

Table:

Report page 1:

Report page 2:

To set up drill through, create a report page that has the visuals you want for the type of entity that you're going to provide drill through for.

Then, on that drill-through page, in the Fields section of the Visualizations pane, drag the field for which you want to enable drill through into the Drill-through filters well.

Now users can right-click a data point in your report and get a context menu that supports drill through to that page.

Best Regards

Allan

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

[mohan_g_das1986]

Hi - Thanks for the help, really appreciate your support this runs as I wanted.
One question, how to clear the 2nd page automatically, the 2nd page is always on the filtered information.

[v-alq-msft · Accepted solution]

Hi, @mohan_g_das1986 

You may uncheck the filtered item in the following screenshot.

Best Regards

Allan

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

[Pragati11]

Hi @mohan_g_das1986 ,

The 2nd tab which is your drill-through tab I guess, filters down to the information that you have drilled through your tree-map.

You will have to return to the 1st tab (where tree-map is) then do another selection to navigate to drill-through tab.

Whenever you create a drill-through tab, a back button gets generated on the top-left which you can use to return back to your 1st tab.

Thanks,

Pragati

[Pragati11]

Hi @mohan_g_das1986 ,

BAsed on your description, if you select something in Treemap visual, the other matrix visual should get filtered or highlighted.

Does both of your visuals use fields from same table?

If they use fields from different tables are they related somehow?

Have you checked interactions in Power BI?

https://docs.microsoft.com/en-us/power-bi/create-reports/service-reports-visual-interactions

It could be possible that your interactions on matrix visual are off against treemap visual.

Thanks,

Pragati

[mohan_g_das1986]

Data is from the sample table, the only thing is they are on the different page of the dashboard. A different view, one product only & Other partners who have those products. Is there any way in the treemap view when I select the product which has 100%, in the next page I should see all the partner who has that sku

[Pragati11]

Hi @mohan_g_das1986 ,

If the treemap and other visual are on different tabs, then I am afraid you can filter the other tab based on treemap selection. You may you a drill-through feature.

Thanks,

Pragati