7. Filtering and Interactions

 
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Overview

In this lesson, we’ll see how your charts can interact with each other, and we’ll see how slicers can be used to filter all the charts on a report page.

Lesson Notes

Interactions

  • When we create several charts on a single page, the charts can interact with each other
  • Clicking on a data point in one chart will highlight relevant data in the other charts on the current page

Slicers

  • Slicers are one of the most common visual tools used in Power BI
  • Slicers filter all the visuals on a single page of a report
  • Slicers generally are an easy to-use list or dropdown, so can be used even if your report will be used by people without high levels of technical skills

Transcript

In the previous lesson, we created two visualizations showing the value generated by fee earner and by client.

Suppose we now want to find out which fee earners are working with which clients.

We can use these two visualizations to determine this information. The simplest way to see the relationship between two visuals is using interactions. Let's click on one of the clients in the tree map on the right. Say, Hooper's Store.

We can see that the fees earned for this client are highlighted on our fee earners chart, and most of these fees have been generated by Gracia Holmes and Stephen Humphrey.

Hooper's Store also accounts for most of the value generated by these two fee earners.

If we click on other clients, we see that different fee earners are highlighted for each one. For example, if we click on Pignut Oil, we can see that most of the value has been generated by Belva Curtin.

We can also select fee earners to see which companies they've worked with. We'll click on Pignut Oil again to deselect it and then select the fee earner Jack Perry.

Note that we need to select the bar, not the fee earners name.

This highlights all the value that has been generated by this particular fee earner.

We can see that Jack Perry has generated most of the value for Black Sun Systems, Nergel Heavy Industries and Hanso Foundation.

As you can see, picking out the highlighted clients can be tricky especially when you have a large number of clients like we do here. An alternative option is to use a slicer.

Slicers are one of the most common visualization tools you'll use in Power BI. To add a slicer, we simply click the slicer option in the visualizations pane.

We'll move it to the bottom left corner, and resize the fee earner chart just to ensure there's no overlap.

We'll add the fee owner field to the slicer by dragging it across from the fields pane.

We now have a list of all fee earners in our dataset. We'll select Jack Perry again and see that both of our visuals have changed.

The visuals now filter the data so that we only see clients that Jack Perry has worked with. This allows us to see which clients account for the value he's generated much more clearly.

We can use this tool to quickly compare fee earners.

For example, Gracia Holmes works almost exclusively with Hooper's Store while Lyn Risher works with a large number of clients.

We can even add further slicers to get more detailed results. For example, we might want to know how our exposure to certain clients is changing overtime. Let's deselect Lyn Risher and add a new slicer.

We'll add the date field.

This gives us a slider that shows the date range of our dataset. As we move the slider, we can see that both of the visuals change to show only the data within our selected range. As we move forward in time, the Farrell Plastics box is getting bigger and bigger indicating that they represent a larger portion of the value generated.

This shows that there are becoming more important to the firm. Let's stop the lesson here, as we can see a few simple tools allow us to create some insightful visuals. We'll build on this in the next lesson by looking at how to incorporate data from multiple tables.