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Maria929292
Frequent Visitor

Funnel chart

Hello all!

I built a funnel chart filling Values only and it shows correct values, but don't filter other visuals on the page:

Maria929292_0-1602676545506.png

In order for funnel to be able to filter other visuals I created a separate table with stage names and created a calculated column in the main table that shows final stage of each client. Now the funnel filters other tables but predictably it shows only clients that are on the stage now (what I need is all the clients that are on the stage plus the clients who went through the stage down)

 

188.PNG

How to make a funnel filter other table and show correct values?

 

Thanks for your help))

 

Maria

 

3 REPLIES 3
v-jingzhang
Community Support
Community Support

Hi @Maria929292 

I use some sample data to test funnel chart and I can reproduce what you met. See the two funnel charts below. In the left chart, I put two measures in Values only and it cannot filter other visuals. In the right visual, I put Team in Group and Revenue in Values and this visual can filter others. I think it is because the measures used in the left visual are evaluated on the whole table without any filter on it. And when you select either bar on it, it cannot provide a filter to influence the context for other visuals. While in the right visual, the value is evaluated on each team. So when selecting a bar in the right visual, Team is used to influence the filter context thus other visuals will be filtered by the Team of the selected bar.

v-jingzhang_0-1602844100765.jpeg

So can you please provide more info about the values you want to use in the funnel chart and some sample data to build them so that I can investigate it further? Thanks.

 

Best Regards,

Community Support Team _ Jing Zhang

If this post helps, please consider Accept it as the solution to help other members find it.

Hi @v-jingzhang 

Thanks for the reply.

Your results are excatly what I get, but what I need is the your first funnel that can filter other visuals on the page.

 

I guess one of the solutions might be to create a table that would summuraze all the values that have gone through every stage of the funnel. E.g. in my case the table would be:

StageTotal
stage 1  726
stage 2  361
stage 3  73
stage 4  22
stage 5  1

And place Stage column in Groups and Sum column in Values.

 

But I would rather avoid that as the report is already pretty large and if possible I would't want to make it heavier by creating extra tables.

 

Regards,

Maria

 

 

Hi @Maria929292 

Yes, it is a solution as you mentioned that creating a table that would summarize all the values that have gone through every stage and this solution would enlarge your model size. If you don't want it to be larger, you may consider creating a measure to calculate the total value for stage, then put the total measure in Values and Stage column in Groups.

A measure is evaluated only when used, its results are not stored in the data model and cannot be seen unless you use a measure in a visual. So it will not make your model larger.

 

Reference documentations in case you need:

https://docs.microsoft.com/en-us/power-bi/transform-model/desktop-tutorial-create-measures

https://insightsoftware.com/blog/calculated-columns-vs-measures/

 

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