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gvijaykumar0202's avatar
gvijaykumar0202
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1 month ago
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Dynamic Subtitle with Hierarchy Slicers

As a sales manager who is responsible for channel, soa and customer sales and orders I want to be able to filter my reports based on Channel (L1/Summary), Channel PL (L1/P&L Channel), SOA, Stock/Non...
  • cmorales1068's avatar
    27 days ago

    Hi gvijaykumar0202  here's how I'd approach it.

     

    For the collapsible filter panel - there's no native toggle for this, you have to build it with bookmarks. Group your slicers in one spot, make a "Panel Open" bookmark and a "Panel Closed" bookmark, and make sure you uncheck "Data" and check "Selected visuals" on both - otherwise you'll wipe out people's selections every time they open/close the panel (learned that one the hard way on a similar build). Buttons trigger the bookmarks. For the sub-heading text when it's collapsed, just build a measure with SELECTEDVALUE or CONCATENATEX that pulls the current selections and stick it in a text box that's only visible on the "closed" bookmark.

    Channel/Channel P&L/SOA labels are just modeling, not really a build challenge - add a display column for each (L1-Summary, L1-P&L Channel, and the full SOA name), point the slicer at that column. Nothing fancy needed there.

     

    Hierarchy - native multi-field slicer handles the "only apply hierarchy where children exist" bit automatically, as long as your table actually has blanks/nulls at the lower levels for stuff like non-Industrial rows. So this one should just work out of the box.

     

    Select All is where it gets annoying. It's only available on Dropdown/Tile/Vertical list styles, and it disappears the moment you turn on Single select - Microsoft doesn't support having both at once. If SOA needs single-select with a default "select all," you're looking at a workaround (adding an "All" row into the data) or a 3rd party visual. Worth raising with whoever wrote the requirement before you sink time into it.

     

    Single vs multi select is easy though - toggle Single select on for radio buttons, off (with Multi-select w/ Ctrl also off) for checkboxes. No drama there.

     

    User guide instructions - just copy, no dev work.

     

    Stock/Non-Stock - plain checkbox slicer, multi-select + select all on. Straightforward.

    Customer Sold-To/Mark-For - build the "Name - Number" display column. The search box is where I'd manage expectations: native search is contains-only, there's no true starts-with/ends-with mode, even Microsoft's own filter visuals work this way. Contains will technically cover starts-with/ends-with cases too, so it might satisfy the ask as written - I'd confirm with the requester before assuming you need to build something custom for it.

     

    Sales Group hierarchy - same story as the Channel hierarchy above, just with search turned on. Test it across all three levels though (Sales Group, Region, Territory) - I've seen hierarchy slicer search only behave properly at the top level in some builds, so don't assume it just works.

     

    Last refresh date - add a step in Power Query that stamps the current datetime into a small table on refresh, then a measure like Last Refresh = MAX('RefreshTable'[RefreshDateTime]) on a card/text box. Info icon is just a button with a Web URL action pointing at your docs page.

     

    Truncation to 35 chars - that's just LEFT() plus "..." in your measure, not a slicer setting at all.

     

    Two things I'd flag up front before building, since neither is natively supported: single-select with a default Select All state, and true starts-with/ends-with search modes (vs. just contains). Everything else here is doable with stock Power BI slicers and bookmarks, no AppSource visuals required, which'll make it way easier to maintain long term.

     

     

    I have these in my favorites for go to references 

     Slicer visual in Power BI - Power BI | Microsoft Learn

    Create and Use a List Slicer (Preview) - Power BI | Microsoft Learn

    Add multiple fields to a hierarchy slicer - Power BI | Microsoft Learn

    Format filters in Power BI reports - Power BI | Microsoft Learn

  • gvijaykumar0202's avatar
    5 days ago

    Thank you very much 

    It's so much informative and i am really very sorry to reply so late