Control Cross Filtering of Charts in Power BI - Excelerator BI

Control Cross Filtering of Charts in Power BI

The team at Power BI is setting a blistering pace of updates and improvements for PowerBI.com and Power BI Desktop.  One of the great improvements in the November 2015 update is the ability to control how cross filtering between charts (and other objects) on the canvas works.  The default cross filtering between charts has been on my list of things I hate about Power BI – this list is now getting very short very quickly.  Seriously, I will have nothing to complain about soon :-).  Let me show you the before and after behaviour.

The default cross filtering

This is the way it has always worked up until now.  Note that when I click on the chart on the left below, the chart on the right cross filters and visually shows the percentage of the original mix.

There may be times when you want this behaviour, but most times I don’t want this.  In the example above, the chart on the right is a TreeMap.  The TreeMap visualisation is specifically designed to illustrate the relative share between items in the set. Adding another dimension in the form of a “percentage of orginal mix” just doesn’t make sense to me, and I think the visualisation just doesn’t work well like this – there is too much going on.  What I want to see is the tree map on the right reshaping to show me the share of products for the selected year selected on the left.  Fortunately there is now a way to configure this for each object in your Power BI report.  After I have made the configuration change in Power BI Desktop it looks like this – much better in many cases (IMO).

How to configure this feature

The configuration of this new feature is pretty easy.  First of all set up a Power BI report with at least 2 chart objects (or tables, or any other visualisation).  Then do the following.

  1. Click on the new Edit button that appears under “Visual Interactions”.
  2. Select one of the charts (I have selected the one on the left).
  3. All other charts on the page will then show a set of 3 icons (shown as 3 below).

image

  • If you select the pie chart icon, it will visually filter the original chart using shading to show the new share – this was the original behaviour.
  • If you select the filter icon, the entire chart will refresh for the sub set of data.  This is the new behaviour and the one that I much prefer.
  • If you select the third icon (the ghost busters sign), then the chart will not filter at all.

After you have selected the behaviour you want, you can click the Edit button again (1 above) and these icons will disappear.  It is possible to set the cross filter behaviour of every single chart on your canvas exactly as you want to see it for cross filtering from every other chart – complete granular control – just the way I like it.

Great job Power BI team – keep it up.  My “hate list” is getting shorter by the month.

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