Visual interactions (3-11a)

September 14, 2019 posted by


Look, I have got a report here that’s showing me revenue by different states, different
categories, and by different manufacturers here on the right over time periods. And one
of the things that I want to do is be able to focus on individual time
periods to just look at the revenue across my different states,
my different categories by each year. Now, obviously if I start to use this filter on
the left-hand side and select an individual
year, I will just get one set of dots in that chart on the right-hand side and that’s not
really much use. So one of the things I can do is actually say, “Hey, this slicer on
the left-hand side shouldn’t impact this time
period chart. Over on the right, I can control how the interactions flow from this
visual to another one. The other thing here is that when I select
one of the states, the rest of these charts
get filtered and you can see this bar chart underneath. There’s very, very small slices
that get highlighted underneath it; it’s actually very difficult to identify the mix between these different product categories
for each state. So again, I could say, well actually, rather than highlighting this chart
underneath when I select something in this map I want to filter this chart
underneath. Again, I am changing the way the interactions
flow from this visual to this visual. So I’ve got two different things that I want to turn
on or adjust here. To edit these visual interactions up on the ribbon, I see
there is this Visual Interaction group and I have got an Edit button. And I can change
how when I select one of the data points in a particular visual, the behavior and the
interactions flow through to those others. So by turning
it on, you see I now have a set of different icons available on each of
the charts as I have them selected. So I have got the slices selected at the moment and
I can see that it’s currently filtering all
of these other visuals. Now, the thing I wanted to do was to say these slices shouldn’t have
any impact on this line chart at all. So, I can choose this None
interaction and now those things don’t interact with each other.
So as I change the years, you can see my map and my bar chart get updated but it has no
impact on this line chart on the left-hand side or, the
right-hand side, rather. Now, what I wanted to do between these two
charts was, say that, any time I select an item in the map it should filter this chart
underneath so if I select the map I can see that
currently it’s going to highlight the bar chart underneath and filter the line chart
on the right. And you can see when I click one of the states here the line chart is being
filtered and I am getting the highlights
on the bars underneath. So what I wanted to do is change it so that actually it’s going
to filter this bar chart. It’s as simple as selecting the icon that’s relevant to
me. Now when I pick a state, you’ll see that whole chart gets
filtered. You can see it really easily by checking what values are
shown on this axis. As I select a state with a small revenue,
the axis gets updated. The relative changes
between these categories become much clearer now to see as I select from state to state
what those changes are. And of course the filters that I was applying year by year by
selecting this stack slicer still apply. That’s still filtering
both these charts. So I can build some quite complex relationships
and interactions between these charts by doing that, and I might want to use a few different
things to help people understand, you know, how these things are being impacted. So, for
example, I might draw a shape around these visuals that are just related to each other.
So now its’s clearer for somebody who is using
this report to say, “Hey, this slicer is impacting these things but it’s not having an effect
on this line chart over here. I can use some of those different shapes and
different elements within my report to help show people how these
interactions fly. So you can build some really, really complex
reports that do exactly what you want and make sure the data and the interactions flow
between these visuals just how you want.

3 Comments

3 Replies to “Visual interactions (3-11a)”

  1. Fred N says:

    In another version of Power BI, in order to find the "EDIT" button, you need to click on your chart, then on the menu bar select "Format" (under Visual Tools), and then click on "Edit Interactions". Now you will see the "filter, highlight, none" icons.

  2. Sølve Heggem says:

    Use CTRL to select multiple values in the slicer!

  3. FREDY M says:

    in the free version, are there also interaction visualization? I do not find them

Leave a Comment

Your email address will not be published. Required fields are marked *