Original subtitles

Next step I want to cover a very important topic when it comes to power by reporting and that's report

interactions now consider dashboard like this in the Format tab.

You'll see a button on the left called edit interactions when you select a specific visual in your report

and click Edit interactions.

You'll see a number of different controls associated with each other visual on that page and in each

case you'll see a filter icon and a no filter icon.

And what these report interactions do is they allow you to determine how filters applied to one visual

impact the other visuals.

In other words it determines how you want your visuals to talk to each other and remember that in most

cases by default all of the visuals on the page will be configured to react to each other.

So as filter context changes with every selection on each visual the other visuals filter down accordingly.

But sometimes you don't want that to be the case.

Take this example here the product matrix shown on the left the country slicer at the top and the map

itself are all configured to react to filter changes to the timeline which is the selected object or

visual and you can see that by the activated filter icons in each of those three visuals.

Now on the other hand are three cards here the month to today profit quarter to date profit and year

date profit are all configured to not filter in response to changes in the timeline.

And this is a common example for cases where you'd like your card to always show a specific time period

or the current month or maybe you're showing data from two unrelated tables that can't provide ballot

filters for each other in any of these cases the added report interactions tool is incredibly useful.

I want to show you one more example as well.

Consider this case certain types of visuals.

A third option appears and that option allows you to highlight subsegments in the data rather than simply

filtering or not filtering.

So in the first case here on the left when the interaction mode is set to filter then when we select

bikes from the tree map it produces a filtered list of subcategories in the chart below.

So always see our road bikes mountain bikes and touring bikes in the second example when the interaction

mode is set to highlight which looks like a pie with a slice pulled out selecting the bikes category

in the tree map doesn't filter down the list of subcategories.

It simply highlights the relevant subsegment of data.

So both options are perfectly valid.

It's just a matter of how you want to display this relationship between your visuals.

So let's head back to our port and try configuring some of these interactions ourselves.

So back in our adventure works report.

Let's head back to the Executive Summary tab and let's say for example we want these KPI cards in the

top right to always reflect the current month.

In other words we don't want these cards to react to changes in filter context from the date slicer

here.

That means that what we need to do is edit the report interactions to change the way that these visuals

talk to each other.

So select the slicer as kind of our parent visual we can go into the Format tab and you'll see this

edit interactions button on the left.

And when you click to activate all of those icons will appear for every visual on the page.

All the cards maps the matrix tree map the bar chart and you can see that by default they are all configured

to filter in response to changes to our data slicer.

So all we need to do to tell the cards to ignore filter contacts from our slicer is disable or switch

these filters to none.

And once we do that we can deactivate the interactions and now check it out as we move our dates.

The other visuals in our report change but our cards remain constant.

Now keep in mind that other filter changes produced by other visuals in the report will continue to

change those cards.

We've only changed the interaction between the slicer and the cards not the relationship between other

visuals and those cards.

So in this case I'd like to be able to filter down our revenue or orders and our returns by different

categories produced by filter contacts from other visuals.

So this is OK but keep in mind that if we were to select the tree map for instance and edit the interactions

you get an entirely new set of interaction modes.

Now want to call out here is by default the subcategory bar chart is set to highlight instead of filter

which is why we deactivate as we filter these categories in the tree map we see that we still continue

to see the full set of subcategories.

We're just highlighting those which fall into the selected category above.

Now if we were to change that interaction mode to filter now we're not seeing the full set of subcategories.

Each time we're seeing a filtered down list based on the selection in another visual.

So in this case I think the highlight mode is actually more effective here because I like to see the

full list of subcategories and get a sense of the rank of where the highlighted values from a given

category fall.

So let's go ahead and deactivate the interactions.

And really it's just interesting to play around and see how things react to each other.

So in this case we have a highlight relationship from the subcategory table up to the tree map as well.

You'll note that it's highlighting subsegments of these boxes rather than changing the entire tree map

itself.

So as you can see it can get pretty complex.

There are a ton of different potential relationships and interactions that you could customize here

especially in our case where we have a large number of visuals on the page but keep that in your back

pocket.

It's a great tool to customize how your different visuals react to different filter to context.