Using buttons to view various Filter settings in the Filter panes

[galveev]

Apologies in advance if this post is not a clear as it should be as this is my first post and I have had some PBI training but my new role requires me to create many more dashboards.  I was listening to the BIFocal - Clarifying Business Intelligence podcast with Kelly Kaye and she mentioned this community as a good resource for help and keeping up-to-date with all the updates to PBI.  

I have two buttons on my PBI report which simply change the views of all the visuals between 2 types of sales volumes. 

•  "Total" (excludes selected sales)
•  "Americas" (includes all sales). 

I am using bookmarks linked to the buttons to revert between views. 

Issue is the filters which affect the views are in the filter pane not slicers on the page.  I have seen some post which indicate to select all visuals (Ctrl A) on the page which should include the filter panes but in the same post it indicates to use the Selection pane to remove visuals you do not want affected by selecting "selected visuals" and unchecking"data".  The reason I am doing these aforementioned steps is because, the second issue is, there is a slicer which utilizes a date that I want to remain the same when I change between views but if I exlude this slicer utilizing "selected visuals" in the bookmark options and unselecting in the Selection pane, the buttons do not retain the selected filters options in the filter pane.  The competing issue as I see it is that I do want the filter pane "data" to be changed but not the slicer "data".  Just to reiterate, I are not adding any visuals simply wanting to change filtered views on all the existing visuals except for a date slicer.  Thank to any or all for any feedback. 

[jdbuchanan71 · Accepted solution]

@galveev The only thing I can think to do would be to add the fields from the filter pane (the ones you are trying to change with the buttons) as slicers on the page.  Set them the way you want for each bookmark and include them when selecting the visuals to include in the bookmark.  Then you can set them to hidden on the page so the user would not see them.  Clicking the button would change the hidden on page slicer rather than the filter pane.  If you want to change fields on the filter pane it looks like you have to include all visuals.

[v-stephen-msft · Accepted solution]

Hi @galveev ,

For your first question, I think you can take a look at the interaction between visuals, which can be changed.

Change how visuals interact in a report - Power BI | Microsoft Docs

For your second question, I think you want to set up a default filter value, please refer to

Set Up Default Filters in Power BI - Microsoft Power BI Community

Best Regards,

Stephen Tao

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

[galveev]

Thank you for your response.  The interactions have to be the same between the slicers and all the visuals.  These interactions had already been sent.  The default filter would be a great solution except we dont want the visual to default to a set view but to reflect the date currently selected on the slicer when the buttons are utilzed to filter out the desired sales types on the filter pane.  I believe the competeing issues mentioned in the original post is the issue and the solution is probably as mentioned by  @jdbuchanan71 response where I may have to make them all slicers and hide them this way I can exclude the date slicer and it will default to the selected date.

[truptis]

@galveev you can use buttons instead of slicers and use bookmarks or page navigations. 

If you need help in creating bookmarks or page navigations then refer the below link:

https://docs.microsoft.com/en-us/power-bi/create-reports/desktop-bookmarks?tabs=powerbi-desktop 

You can see page Navigation option under actions icon on the format option fo the button.

Hope this helps you.

Regards,

TruptiS

[galveev]

Appreciate your response.  We are actually using buttons and bookmarks to create the desired views currently.   I believe the competeing issues mentioned in the original post is the issue and the solution is probably as mentioned by  @jdbuchanan71 response where I may have to make them all slicers and hide them this way I can exclude the date slicer and it will default to the selected date.

[jdbuchanan71 · Accepted solution]

@galveev The only thing I can think to do would be to add the fields from the filter pane (the ones you are trying to change with the buttons) as slicers on the page.  Set them the way you want for each bookmark and include them when selecting the visuals to include in the bookmark.  Then you can set them to hidden on the page so the user would not see them.  Clicking the button would change the hidden on page slicer rather than the filter pane.  If you want to change fields on the filter pane it looks like you have to include all visuals.