Different Ways to Edit Interactions

Power BI provides several methods for editing interactions to customize the data exploration experience and enhance data comprehension. Here are the key approaches to editing interactions in Power BI:

Visual Interaction Controls

Enable visual interaction controls to display filter and highlight icons on each visual. This allows users to easily filter and highlight related visuals directly from the visual itself.

Format Pane

Access the Format pane for each visual to edit its interaction settings. This pane provides options for configuring cross-filtering, highlighting, and drill-down interactions for the specific visual.

Interaction Rules

Define interaction rules between visuals to specify how one visual should influence another when a user interacts with it. This allows for sophisticated interaction scenarios, such as filtering or highlighting related visuals based on user selections.

Bi-directional interactions

A relationship or chart in reports that filters in both directions is commonly described as bi-directional.

Let us understand it in a better way by the following example.

Considering the following report of “Sum of Sale_amt by Brand” and “Sum of Sale_amt by Month” , the filter is working in both directions. Selecting any brand will display the relevant month of “OrderDate” and vice-versa.Notice the output video and its changes when the selection of “Brand” and “Month(s)” are changing.

Hierarchy Interactions

This type of interactions deals with a slicer configuration and restrict the interaction to specify some heirarchy. In this case, the hierarchy is “OrderDate”, the heirarchy can be Year, Quarter, Month, Week or day.

Let us consider the above example for understanding the hierarchy interaction. Keep the field as shown in the red-colored box for setting the date heirarchy.

Select any “OrderDate” in any order or hierarchy as per the need of the user and the pie chart changes depending on the “orderdate” selection.

Power BI is a platform that is used to connect, visualize, and share data with other users. It is a business analytics and data visualization tool that converts data from sources extracts information from that data and represents it in interactive visualizations and reports.

In this article, we will learn “Edit Interactions” for Power BI Reports. It is a very valuable feature of Power BI tools and functionalities which is used to manage and edit interactions between different charts or visuals. The different visuals can be different types of charts from the same Dataset or multiple datasets as per the requirement.