Visual Level Filters

[Jehannum9]

I am displaying 2 different types of metrics on a single page.  One metric is a “YTD” metric and the other is a single period.  Currently each metric is has a visual Level filter individually set:

YTD Metric:

Single Period:

 

What I would like to see is a [page/report level variable] where it would be set to “003” in this example.  Then in each visual’s filter set something accordingly:

YTD Metric:

                Posting Period <= page/[report level variable]

Single Period:

                Posting Period = page/[report level variable]

Can this be done?

Thanks in Advance

[v-jiascu-msft · Accepted solution]

Hi @Jehannum9,

In your scenario, if value of "Posting Period" in page level filter is "003", it will be "001, 002, 003" in visual level. This is a paradox. We want the whole page shows up the value of 003, while one visual shows up "001, 002, 003". That means the page level filter doesn't work properly. 

There could be a workaround. We can integrate the visual level filter into measures. Something like this:

Measure =
IF (
    HASONEVALUE ( 'table'[Posting Period] ),
    CALCULATE (
        [formula],
        FILTER (
            ALL ( 'table' ),
            'table'[Posting Period] <= VALUES ( 'table'[Posting Period] )
        )
    ),
    [formula]
)

Best Regards!

Dale

[v-jiascu-msft · Accepted solution]

Hi @Jehannum9,

In your scenario, if value of "Posting Period" in page level filter is "003", it will be "001, 002, 003" in visual level. This is a paradox. We want the whole page shows up the value of 003, while one visual shows up "001, 002, 003". That means the page level filter doesn't work properly. 

There could be a workaround. We can integrate the visual level filter into measures. Something like this:

Measure =
IF (
    HASONEVALUE ( 'table'[Posting Period] ),
    CALCULATE (
        [formula],
        FILTER (
            ALL ( 'table' ),
            'table'[Posting Period] <= VALUES ( 'table'[Posting Period] )
        )
    ),
    [formula]
)

Best Regards!

Dale

[Jehannum9 · Accepted solution]

I see your workaround and it got me to thinking.  If I set a page level filter to all of the posting periods needed for a YTD calculation, then I could set the Single Period KPI with a visual level filter to top 1.  

i.e.

So with a Page level Filter set like this:

My YTD Metrics would remain unfiltered on Posting Period.

My Single Period Metric would be set as

Thank you Dale for you quick response and helping me to see the problem from a different viewpoint.

Tim

[v-jiascu-msft]

@Jehannum9,

Hi Tim,

You are right. In short, the page level filter has higher priority than visual level filter.

Best Regards!

Dale

[v-jiascu-msft]

@Jehannum9,

Hi Tim,

Could you please mark the proper answer if it's convenient for you? That will be a help to the others.

Best Regards!
Dale