User Grouping Data based on selection

[OriolCanellas]

I am investigating the ability for users to be able to group data from a dataset by filtering, and be able to generate reports based on these groups. 

The idea would be for a user to filter down the current dataset down to the items they would like to group, and with some kind of trigger be able to identify those selected items as part of "Group 1". Then, the user could repeat this operation for many different groups like "Group X". Once they have completed their grouping we could show a graph which identifies each line based on the group number by color.

As an example: If I have a list of items sold at a store, and I am allowing the user to filter down to each individual item or a group of items. When the user decides he has filtered down to what he wants to be a part of a group PowerBi could then identify such selection as "Group X". Once the user has completed this step, the graph could show price over time for each item and identify the lines with a different color based on their group.

To summarize:

1. Users can filter the dataset to select specific items.
2. They can then designate these selected items as part of a group (e.g., "Group 1").
3. They can repeat this process for multiple groups if needed (e.g., "Group X").
4. Once the grouping is complete, a graph can be generated where each line represents a different item, and the items belonging to each group are distinguished by different colors.

[Anonymous · Accepted solution]

Hi @OriolCanellas ,

Like @lbendlin said, you can only do it in Power BI Desktop.

Please follow these steps:

1. First, here is the raw data I created.

2. Create a calculated column to group products based on their names and identify them as different categories.

3. Drag the fields you need to the report page for display and set conditional formatting.

The final page effect is as shown below.

4. The chart can show the price of each item over time and identify lines with different colors based on their group.

5. Now, you can select different groups to display in the "Filter" pane on the right.

Because there are multiple visual objects, Category needs to be added to the "this page" level Filter.

If you have any further questions please feel free to contact me.

pbix file is attached.

Best Regards,
Yang
Community Support Team

If there is any post helps, then please consider Accept it as the solution  to help the other members find it more quickly.
If I misunderstand your needs or you still have problems on it, please feel free to let us know. Thanks a lot!

[lbendlin]

You can do all this, but only on Power BI Desktop at the moment.

If this is important to you please consider voting for an existing idea or raising a new one at https://ideas.fabric.microsoft.com/?forum=2d80fd4a-16cb-4189-896b-e0dac5e08b41