Dynamically change the information within a visual via a slicer

by EnterpriseDNA Regular Visitor on ‎11-07-2016 12:41 PM

If you have ever found yourself running out of room on a report page for all the information you have, then this is a great technique to use.

 

Check out what we a trying to achieve below.

 

                         

 

It's always good to at least have a small plan of what you are looking to place into your report pages before you get started. This way you can actually design the data model and measures around that look and feel that you want to achieve.

 

I like to always complete a quick sketch of my reports, as then I'll quickly know if I have to utilise this technique in particular in my model build.

 

Ok, so it's a common occurrence to see reports like the below where we have similar charts all in one reports. Sometimes this might be for a legitimate reason, but it does take up quite a bit of room.

 

Dynamic visual change 1.jpg

 

What if we wanted to free up some real estate and place this in one visual? Then dynamically flick between sales/costs/profits using a slicer.

 

Here's how you do it.

 

Obviously, we need to first start with are measure that we want evaluated.

 

Dynamic visual change 2.jpg

 

 

Dynamic visual change 3.jpg

 Dynamic visual change 4.jpg

 

 

Now we need to create a slicer which can hold the dimensions of 'sales', 'costs' and 'profits'. We create a table manually within Power BI using the 'Enter Data' button.

 

Dynamic visual change 5.jpg

 

We give each measure dimension an index number as that is what we are going to sort them by in the slicer.

 

Dynamic visual change 6.jpg

 

Once this is loaded into the data model, you want to make sure that the measures are actually sorted correctly. You want these to show up in your slicer in a sequential order.

 

Dynamic visual change 7.jpg

 

Next, let's check the data model.

 

This table does not need to have a relationship to any other table, so make sure that it doesn't (you can also call this a disconnected table). You may get weird filtering results on some of your measures if the index column in this new table somehow has a relationship with an unrelated table.

 

Dynamic visual change 8.jpg

 

 Let's create a slicer out of our new measure table dimensions.

 

Dynamic visual change 9.jpg

 

 

Now for the magic of the SWITCH function.

 

Using the SWITCH function (similar to nested IFs) we are able to write an expression that evaluates all of our inputs and then if one evaluates to TRUE then that measure and only that measure is returned.

 

Dynamic visual change 10.jpg

 

This is pretty cool. Think of the applications here for your report designs. It brings immense design flexibility which I personally quite like.

 

Now, couple of considerations...

 

What if nothing is selected? Well, that is what the BLANK() is for. You need to make a decision here. You can put this to a default, like 'Total Sales' for example. But totally up to you. I like BLANK() as it quickly shows the user that something is not right and they need to select something. It reduces any ambiguity over what story you are attempting to show in the report.

 

Currently, you can also not have different formats within the same chart. So you only want to group similar numeric types like currency, decimals numbers, whole numbers etc. Looking forward to the day this gets changed on a monthly update!

 

Download the pbix file at the link below.

 

This is a truly great design technique I use quite a bit. It will open your mind to numerous possibilities. Good luck with it.

 

Sam McKay, CFA

Enterprise DNA

Enterprise Power BI (LinkedIn Group)

 

 

 

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Comments
by yoshihirok Member
‎11-10-2016 12:03 PM - edited ‎11-10-2016 12:04 PM

Hi, Sam McKay.

Thank you, Nice Tips.

The Measure with SWITCH can clear visuals.

 

Regards,

Yoshihiro Kawabata

by kristofferabs Frequent Visitor
on ‎12-01-2016 03:24 AM

Nice trick, Sam!

 

If you want to display one default measure you could change the SWITCH statement a little bit by replacing TRUE() with MIN('Measure Dimensions'[Index]) and Total Sales will be the default view. 

by Fabiola_K Regular Visitor
on ‎12-06-2016 02:45 PM
Hello, this trick is very useful, I've used with a little difference: I created the new table in the data model with DAX: MeasureDimensions = DATATABLE ( "Measure", STRING, "Index", INTEGER, { { "Total Sales", 1 }, { "Total Costs", 2 }, { "Total Profits", 3 } } ) I prefer this way, because if i need modify the dimensions only i must change DAX formula, i don't need open the query editor. (Less buttons to click)
by tjd Member
‎02-04-2017 03:42 PM - edited ‎02-04-2017 03:43 PM

Very nice.  Is it possible to change the chart Legend using this same technique?  I seem to be having problems getting the Measure Selection equation above to accept the following:

 

...

VALUES('*GRADING STATS SLICER'[Grading Statistic]) = "Year", Calendar[Year],

...

 

Is this because Calendar[Year] is a table column rather than a measure?  Any thoughts on how to do this?

by tusharuttarwar Occasional Visitor
on ‎02-05-2017 10:07 AM

Hello, This trick is very usefull for me. I am new in Power BI. I want to change a dimention dynamically like measure. So how can i do dynamic selection for Dimentions and Measure.

 

please let me know. 

thanks.

by EnterpriseDNA Regular Visitor
on ‎02-05-2017 11:40 AM

You are only able to change a measure with this technique, not an axis or legend of a chart. That is not possible at this stage.

by ovetteabejuela Member
Thursday

Thanks for this post, I hope you have another veriety of this as well, I'm thinking you might have when you say "It will open your mind to numerous possibilities".

 

I am just about to explore this and I already think the same way.