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Drill-down should drill or cross-filter other visualizations on the page

I have a report page with multiple charts and visualizations. Let's say one of the chart shows Sales by Year and I drill down into 2013 to see the sales by month in 2013. Currently, the drill-down has no effect on the other charts and visualizations on the page; they still show data for all years, not just for 2013. Instead, I'd like other charts to drill down into 2013 or filter by 2013 as well.

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Riccardo Muti shared this idea  ·   ·  Flag idea as inappropriate…  ·  Admin →

Well this is exciting!

We’ve just shipped the December release of Power BI Desktop, and I’m very pleased to say we’ve added the ability to apply filters from a visual when you drill into it. This is now the default for any new visuals; you can turn it on for existing visuals (or disable it if you don’t want it) through the Format tab. Look for “Drilling filters other visuals”.

Hope you like it!
thanks!

218 comments

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  • Anonymous commented  ·   ·  Flag as inappropriate

    It will be very useful for Data Analysis, for Executive profile perspective.
    Normally Directors and Vice-Presidentes in my company are chart oriented, so we can fulfill expectations.

  • Anonymous commented  ·   ·  Flag as inappropriate

    Agreed. This isn't completed yet. Want to be able to drill down through use of slicers.

    Love the BI! Keep up the great work!

  • Rodrigo Brito commented  ·   ·  Flag as inappropriate

    Totally agree with the comments. The functionality it's related to sync drilling. Filter other visuals is not the same.

    This really shouldn't be considered "Completed".

    And other important thing it's that we can control theses interactions instead to apply to all visuals as the actual "Drilling filters other visuals" check box does.

  • Bart commented  ·   ·  Flag as inappropriate

    I agree with other people. Filtering other visualisations is not the same. You should be able to sync drilling across all the visuals, especially for date hierarchy if the same source column is selected. If I click on a particular year and it drills down to quarters, other visuals show a single bar with the year selected. The desired behaviour is for other visuals to show quarters too.

  • Josh commented  ·   ·  Flag as inappropriate

    I agree. The ability to drill down multiple visuals is key. CUrrently, the behavior allows you to drill one visual, and apply filters, but without "drilling" the second visual, the filter causes it to show just one category...

  • Sky commented  ·   ·  Flag as inappropriate

    Drill down doesn't work when you drill say first visual and you expect the other visual to similarly drill down on to the next level. Need an option in the dashboard when you can set up the Dashboard Analytic so all visual can be linked to the same filter/fields or not linked etc.

  • Yogesh commented  ·   ·  Flag as inappropriate

    Hi Will, thanks for the comment. I do have an issue with the feature "Drilling filters other visuals".
    I have a bar chart with 2 levels of drilling.
    When I click on the top level, all other visuals & KPI's get filtered, that's OK.
    However, when I click on any 2nd level item in the bar chart now, nothing happens to other visuals & KPI's.
    Grateful if you could please advise on the above at your earliest convenience.
    Thanks in advance!
    Yogesh

  • Cherie commented  ·   ·  Flag as inappropriate

    If I have a matrix and I want to select multiple rows to drill down on simultaneously to the next level how do I do that with this feature? As an example: Filter by 3 out of ten items on the first level and then move to the next level (which is filtered to only results pertaining to the 3 items chosen on the first level) to chose from and then select a few rows out of many from the next level and move to the next level from there and it should show a filtered view of the data from the choices from each level of the matrix for all the visuals on the page.

  • Anonymous commented  ·   ·  Flag as inappropriate

    It's not really working as expected.
    Lets say I have 3 levels of time grains (1 day, 1 hour, 15 minutes).

    Drilling down in one of the charts, from 1-day to 1-hour --> does apply the time filter, but not making the actual "Drill down" on other charts...

    The other charts end up having one data point because the filter filters data from a single hour, but presents it in 1 day time grain.

  • David Hammond commented  ·   ·  Flag as inappropriate

    Hi Will, love the focus in this area. I agree with Anish - a really key enhancement to this functionality would be: If you have other visuals on the report that share the same axis, it would be a great user experience if you could enable drill up/down simultaneously.

  • AdminWill Thompson (Product Manager, Power BI, Microsoft Power BI) commented  ·   ·  Flag as inappropriate

    For everyone asking for cross-highlight/filter on multiple visuals:
    https://ideas.powerbi.com/forums/265200-power-bi-ideas/suggestions/6919488-ability-to-select-multiple-items-in-a-report-for-c

    For those asking for the 2nd visual to drill-down as well, yes we can consider that. Please add another idea :)

    @Jim, Power BI Report Server has a specific build of Desktop that releases on a slower cadence. This feature will make it into the next release (~Spring 2018).

    Thanks!

  • Jim commented  ·   ·  Flag as inappropriate

    Hey Will I got your December update. I can make the functionality work but can't upload to my reporting server. I get an error. Which version of report server is this compatible with ? any?

  • nagendra kcp commented  ·   ·  Flag as inappropriate

    - I have a report with say 4 visuals
    - I click on say a bar within Chart 1(drill down chart) -> All the visuals filter accordingly
    - I then click on a column in Chart 2 -> All visuals filter based on the selection in Chart 1 and Chart 2 (currently chart 1 filter goes away at this point)

    do we have any other alternative to full fill above requirement .

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