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Building cascading filters/slicers that contain only relevant values of charts at the presentation layer

I have a main slide where there are around 10 global filters/slicers, and the slide contains more than 6 charts. What my need is to have these filters to be cascaded and also these filters should only have values relevant to these charts.

7 replies

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    • Lead Consultant Advanced Analytics
    • Michael_Daun
    • 2 days ago
    • Reported - view

    Hi Shuvankar,
    for the first part of the question: Have you already checked "Interactions"? You can define the interactions between every interactive object of your slide, i.e. from filter/slicer to charts and from filter/slicer to filter/slicer as well. Or interactions between charts.  Via the "Interaction Manager" this can be handled in a matrix-like manner...

    ...or even more interactively (😉) via "Show interactions":

    Especially the cascading of filters could be established by drawing interactions between the filters/slicers. In my example these are the green arrows from "Produktlinie" (product line) to "Produktfamilie" (product family) to "Produktname" (product name - German is simple and straightforward here for once 🤣). 

    For having only relevant values in your filters/slicers you could exclude irrelevant values in the slicer settings.

    Hope this helps, regards,
    Micha
     

      • Shuvanakr_Mondal
      • yesterday
      • Reported - view

       

      Yes, I have these interactions turned on, and we have these interactions enabled in between all the filters (highlighting only, since Data Interaction throws a deadlock error). And as I mentioned we have too many global filters, hence I was wondering if there is another way of having this implemented. Due to all these highlight interactions, the filters take more than 10 seconds to load.

       

      Also, I couldn't find that "exclude irrelevant values" in the slicer setting. Can you show exactly where it is present using a screenshot?

      Thanks,

      Shuvankar

    • Lead Consultant Advanced Analytics
    • Michael_Daun
    • 21 hrs ago
    • Reported - view

    To be honest: I don't know whether you really need all the filters or whether fewer interactions would improve performance. I also doubt that the highlight mode is sufficient to really enable cascading filters., any thoughts on this?

    Regarding the irrelevant values: I am attaching two screenshots - the first from Present, the second from Discover. In the latter, non-relevant values are not actually hidden via the “Slicer Settings”, but via “View Elements”.

    Present:

    Discover:

    Regards,
    Michael

      • NPANS
      • 20 hrs ago
      • Reported - view

       I agree with you. Pulling up too many filters / slicers is not a good design because you're effectively retrieving every value for every attribute used. This is definitely NOT best practice.

      If you add 30 slicers, and each has 2000 items, you're retrieving 60,000 items into the browser. Imagine if you had more slicers and they were much bigger in size, you could be retrieving millions of items in case someone needed to use something. In the extreme you might end up retrieving the entire data model into the slide - of course this is not efficient or fast.

      I would recommend as few slicers as possible.: the design is simpler; the interface is lighter and faster; and users are not overwhelmed. If users want more, they can use the dice, swap and add options in the context menus. Or use "Analyze Further."

    • Redeemed from the Dark Side (Power BI)
    • Obee1
    • 20 hrs ago
    • Reported - view

      You should build lists or sets in the Formulate tool. Here, you can build logical constructs and use those lists to populate your slicers / filters with what you need. 

      • Lead Consultant Advanced Analytics
      • Michael_Daun
      • 19 hrs ago
      • Reported - view

      , yes, good addition, I forgot to mention this!

      , you can see "Lists" in the first screenshot and the "Fx" symbol circled in yellow in the second screenshot. These are the places where the list/set formulates mentioned come into play!

      • Shuvanakr_Mondal
      • 15 hrs ago
      • Reported - view

        Thanks.

      Can I get a guide on how to create such? We have as I mentioned more than 10 global filters. So need a guide how do I create the cascading in between all these. The highlight feature helps us to highlight the relevant values in the filters.

      Basically all these filters are quite important since we have many different tenants to deliver this, and all these filters are added based on the user feedback.

      Thanks,

      Shuvankar

Content aside

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