4.11 Edit interactions between visuals - Video Tutorials & Practice Problems

<v Instructor>In this Sublesson,</v> we're gonna introduce the concept of visual interactions and we're gonna change and manipulate the interaction behavior between different visuals. So once again we're gonna get the desktop file open the supports the Sublesson, and wait for it to go ahead open. Okay, so before we go ahead and talk what editing the interactions, let's actually talk about the interactions between the visuals in general here. So for example what I'm gonna do is I'm actually gonna come over to our set of visualizations here and let's first start off by going to the year here. I'm gonna click this year drop down box, am gonna say maybe just want to take a look at everything in 2020. So when I go ahead and choose 2020, you're gonna notice all of my visualizations reacted to that. So the clustered column chart right here is narrowed down to 2020. All of these values are here for 2020 only. And you can see on this line chart has been reduced to a single dot. So all of these scenes reacted to the changes that I did in this dropdown. So the way to go ahead and set that back is let's go to select all and we'll see that our visualizations are now back to their normal state. So if I move down to this visual right here and I click on 2020 so I'm just gonna click on the 2020 bar in that line chart, or sort of the cluster column chart. You're gonna notice that the line chart, once again gets reduced to a dot but the funnel chart actually behaves a little different. Now we're actually seeing the sales for these top five products through the lens of 2020. So the entire bar is all the years but here's the 2020 portion of those bars. If I want to go ahead and release that I go ahead and click the bar and we're back to normal here. Okay, so that's just some of the basic interactions actually. Let's do one last one. Let's go ahead and click on the product here. So if I go ahead and click on the product you're gonna notice that these visuals all react to now get narrowed down to individual products. The way that I can tell this actually happened was to actually go to each one of the visuals and you're gonna see a funnel at the very top of the chart. And if I just zoom in here like so we're gonna actually see that we can take a look at the filters and slicers that are affecting this visual right now. So we can see that we've got the order date years of 2018, 19, 20 coming off the filters pane. I've got the product name of top five by total sales. So that is the product name influencing that value here. Plus I'm taking a look at the Mountain-200 Black, 42. So I've got a number of different filters that are actually affecting this visualization at this point in time. So you have that ability on all the visualizations to see the filter here as to how it is being affected with what is happening right now. So here's another area where the filter context can be manipulated. Okay, so let's go ahead. I'm gonna click on this blue bar right here to get ourselves back to the default state. Okay, so let's go in here now and talk about editing the interaction. So what I'm gonna do here is I'm gonna highlight on the year slicer. And what I want to do here is with the year slicer I'm gonna go to the format tab and make sure that edit interactions is turned off. So I can click this command here. And then we're gonna see these series of icons that show up at the top of each one of the visuals to see does this visual except the filter that comes from what I have highlighted that being the year slicer, or do I not accept that filter? So for the line chart, I'm actually gonna turn that off. I wanna go up over here to my cluster column track metrics. We have to move this cluster column chart down so I can actually get at the edit interactions here cause this little blocker thing here has been hidden. So I'm gonna go ahead and turn that off and then put my clustered column chart back where it belongs here. So I'm gonna go ahead and click on the year again we're gonna see it's kind of hidden behind here. So that's a little bit of a challenge to deal with is just the way you get your visuals placed. Anyhow now I'm ready to go into my format tab and actually turn edit interactions off. So now I'm gonna go out here and let's go to the year slicer and actually go and choose a given year. So I'm gonna choose 2020. So now when I choose 2020, look what happened. The cluster column chart and the line chart did not accept that filter. And in fact, we take a look at the filters here. We can see that the filter on the line chart if I just assume in here is only the order date year which we did on the filters pane. And if I go ahead and take a look at the exact same thing over on the cost of contract, it's the same. But if I go down to the chart here, that is the funnel chart and zoom in here, let's go ahead and zoom. We can see that the filter here is actually picking up on the order date year is 2020 from the actual dropdown box. So it actually accepted that filter. Okay, so the editing interactions and interactions in general are a very powerful feature of Power BI. And it is often one that requires a little bit of training and education to users that are new to Power BI cause this level of productivity is almost something that most people have never seen. So there's a little bit of a change management element to some of this as well. So as wonderful as we think some of these things are and were marveled with this interactivity as developers and Power BI. What does that be cognizant of the fact that maybe our end users aren't really ready for this stuff? Or they need a little bit of training on how it actually all works. Okay, so that brings us to the end of the Sublesson here on editing the interactions between visuals.