Tuesday, September 4, 2018

Visualization interactions in a Power BI report.

Visualization interactions in a Power BI report

Get PBIX here.

If you have edit permissions for a report, you can use Visual interactions to change how visualizations on a report page impact each other.
By default, visualizations on a report page can be used to cross-filter and cross-highlight the other visualizations on the page. For example, selecting a state on a map visualization highlights the column chart and filters the line chart to display only data that applies to that one state. And if you have a visualization that supports drilling, by default, drilling one visualization has no impact on the other visualizations on the report page. But both of these default behaviors can be overridden, and interactions set, on a per-visualization basis.
This article shows you how to use Visual interactions in Power BI service Editing view and in Power BI Desktop. If a report has been shared with you, you will not be able to change the Visual interactions settings.
Note
The terms cross-filter and cross-highlight are used to distinguish the behavior described here from what happens when you use the Filters pane to filter and highlight visualizations.

  1. Select a visualization to make it active.
  2. Display the Visual Interactions options.
    • In Power BI service, select the dropdown from the report menubar.
      Visual interactions dropdown
    • In Desktop, select Format > Interactions.
  3. To turn on the visualization interaction controls, select Edit interactions. Power BI adds cross-filter and cross-highlight icons to all of the other visualizations on the report page.

  4. Determine what impact the selected visualization should have on the others. And, optionally, repeat for all other visualizations on the report page.
    • If it should cross-filter the visualization, select the filter icon filter icon.
    • If it should cross-highlight the visualization, select the highlight icon highlight icon.
    • If it should have no impact, select the no impact icon no impact icon.
  5. To turn on drilling controls, select Drilling filters other visuals. Now when you drill down (and up) in a visualization, the other visualizations on the report page change to reflect your current drilling selection.

Get PBIX here.

1 comment:

Hafsa shaikh said...

Power BI Dashboard Design Wow, cool post. I'd like to write like this too - taking time and real hard work to make a great article... but I put things off too much and never seem to get started. Thanks though.