Forum Discussion

h0hesc's avatar
h0hesc
Frequent Visitor
8 years ago
Solved

Visual Filters (Text boxes or similar) in Power BI

Hello,   I am looking for a way to use visual filters rather than a slicer: Let's say I have a company with four departments (Sales, Marketing, Production, HR). I show different data for the depar...
Need Help
  • Anonymous's avatar
    Anonymous
    8 years ago

    h0hesc,

     

    I'll see what I can do! I'll make another more detailed mockup and try to share it with you

     

    *Edit; A quick and dirty example report

    mockup found here: https://file.io/FLG5z3

     

    Here are some basics:

    I've highlighted/colored the important bits

    Chiclet slicer interaction:
    Chiclet interactions

     

     

     

     

     

     

     

     

    Table interactions:

    table interactions

     

     

     

     

     

     

     

    Bar chart interactions:

    Bar chart interactions

     

     

     

     

     

     

     

    Creating "lists" with certain subdepartments using visual level filter in the visualization filters:

    visual level filters

     

     

     

     

     

     

     

     

    You could also use the bar chart to filter what subdepartments use what kind of budgeting method by clikcing on the bar (second page of the mockup report):

    filter with bar chart

     

     

     

     

     

     

     

    Br,

    T

Anonymous's avatar
Anonymous
Not applicable
8 years ago

h0hesc

 

I came up with a quick mockup, however, could you clarify are you going to filter based on subdepartments or just departments?

 

I made two mockups (separated by a cyan line). The top most filter filters the bar charts for both mockups

In the first one you have a chiclet slicer with departments and then another one with subdepartments that get filtered when a department is chosen.

In the second one I have all subdepartments on their own. The extra filters in the second mockup are just to get the contenct of the subdepartment slicers cprrect - they do not filter anything else and can be hidden from users.

 

I would recommend having the sub-departments as a table e.g. beneath the chiclet slicer, but separate chiclets just showing the subdepartments work fine as well, just make sure end users aren't tempted to try and filter with these subdepartments.

 

 

Recommendationmockups filter2 mockups

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

I did need to unpivot your data in order to create the bar chart (columns current and last) but other than that, this isn't anything more than playing around with filters and interactions between visuals.

 

Hope this helped a little!

 

Br,

T

 

h0hesc's avatar
h0hesc
Frequent Visitor
8 years ago

Anonymous: Thank you that looks great. The recommended version is was i am looking for. My priority is only filtering subdepartments (if filtering by departments is also possible, that would be even better). 

But how can I create this filter of yours, with departments on as ChicletSlicer on top with departments and then a list with the subdepartments below it? I don't quite understand how to do these independent filters. If I create multiple filters and try to prefilter them (like showing only controlling subdepartments in one filter and only marketing subdepartments in another filter) that doesn't work.

Is it possible to upload this power bi document?

 

*Edit: and one more question: Is it possible to seperate the slicer as well? In my original file I have more than 3 departments (I have 10) and with 10 I can put all of them in one row and list the subdepartments below

  • Anonymous's avatar
    Anonymous
    Not applicable
    8 years ago

    h0hesc,

     

    I'll see what I can do! I'll make another more detailed mockup and try to share it with you

     

    *Edit; A quick and dirty example report

    mockup found here: https://file.io/FLG5z3

     

    Here are some basics:

    I've highlighted/colored the important bits

    Chiclet slicer interaction:
    Chiclet interactions

     

     

     

     

     

     

     

     

    Table interactions:

    table interactions

     

     

     

     

     

     

     

    Bar chart interactions:

    Bar chart interactions

     

     

     

     

     

     

     

    Creating "lists" with certain subdepartments using visual level filter in the visualization filters:

    visual level filters

     

     

     

     

     

     

     

     

    You could also use the bar chart to filter what subdepartments use what kind of budgeting method by clikcing on the bar (second page of the mockup report):

    filter with bar chart

     

     

     

     

     

     

     

    Br,

    T

  • h0hesc's avatar
    h0hesc
    Frequent Visitor
    8 years ago

    Anonymous: Perfect, thank you very much. It worked like I want it to :D