Include and Exclude data on visuals

[Meeskass]

Hi!

This question is about the 'include' and 'exclude' functionalities on visuals, when right-clicking on them. 

If I have disabled the filter pane for my end-users in the Service, and they right-click on a visual (i.e. on a table to choose only specific rows), choose either 'include' or 'exclude', how can they go back or disable this visual level filter? So far I have told them to not click everywhere, but of course that's not a sustainable solution.

Thanks!

Examples ↓↓↓

 

[IIPowerBlog]

hello, why dont you add a slicer in the report for simplicity? 

[Meeskass]

It's not only for the year column where they would like to use include/exclude. The actual table itself has around 30 columns and they would like to choose a cell i.e. under the Sales Person column they choose Marcus, click on include, and then see only values for marcus. 

Making 30 slicers is a bit too much 😄

[v-yueyunzh-msft]

Hi , @Meeskass 

According to your needs description, your actual table itself has about 30 columns, they want to select a cell, i.e. under the "Salesperson" column, they select Marcus, click Contains, and then only see the value of marcus, if this is the case, I recommend you use a custom visual "Text filter", which can support filtering by text input based on the fields put in, you can install and test for your PBI desktop, See if you can meet your needs:

According to my tests, if you want to implement the function of batch search and filtering of 30 columns, you can first try the DAX function:COMBINEVALUES()

Create a computed column to combine these 30 columns together, and then place this newly created computed column into a custom visual "Text filter" to implement the bulk search value filtering logic:

COMBINEVALUES function (DAX) - DAX | Microsoft Learn

Thank you for your time and sharing, and thank you for your support and understanding of PowerBI! 

Best Regards,

Aniya Zhang

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

[Meeskass]

Hi Aniya, 

Thanks for the reply!

I tried out the Text Filter custom visual but it only allows me to insert one column in there. It is a little restricted when in comes to multiple columns from different dimension and fact tables. But I will do a little research whether there is a workaround for that i.e. make a new table with one column that has all of the necesary values concatenated. Still seems like a little hussle.

And the 'include/exclude' problem is still there 😄 There's no way to even disable it. And the client keeps asking why is it even there if it just confuses everyone and does not allow to revert to previous view.

[v-yueyunzh-msft · Accepted solution]

Hi , @Meeskass 

Yes, you are right! And thanks for your quick response!

You can't do this as this is an in-built functionality in Power BI. There is already an ideaa posted for this feature. You can vote up for this using following link:

Microsoft Idea (powerbi.com)

And by another , now you can only delete the step in  the "Filter" Pane, like this:

Thank you for your time and sharing, and thank you for your support and understanding of PowerBI! 

Best Regards,

Aniya Zhang

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