I'll start by saying I'm very new to Power BI so please be patient with me.
The scenario I have is I'm building a dashboard where the underlying dataset contains Customer Request information.
What I need to accomplish is as follows:
I need to create a Customer Request dashboard that shows various KPIs & visuals to the customer (e.g. length of time to complete their request #s, amount of $ each request cost them, etc.)
I then need to be able to filter the underlying customer request data (at the Power BI dashboard UI level) through a "Customer Request # Checkbox" List method. Whereby, in the dashboard UI I need a full listing of all the customer's request #s (Req123, Req456, Req 789, etc.) displayed from my dataset, and then I can simply check or uncheck a box next to each customer request #. And if the customer request # is checked then that data is reflected in the Power BI Dashboard and used in KPI calculations, and if unchecked the customer request # data is not included in the dashboard and KPI calculations. And I need this Customer Request Checkbox Listing to remain static until it's changed by the user. So, if today a user goes into the checkbox listing and they put a checkmark next to 30 out of 50 of the customer's request #s then when they close out of Power BI and go in tomorrow (or 2 weeks from now whatever) those same 30 of 50 customer request #s are selected in the checkbox listing and included in the Power BI dashboard and KPI calculations and the other 20 customer request #s are not. Now I believe this functionality is by default via the Persistent Filtering. Is that correct?
So with Persistent Filtering "on" I can select those Customer Request #s I want to continuously reflect in the Power BI Dashboard visuals. One additional piece of functionality I'm curious if Power BI can handle is as follows:
Thanks all for your time and consideration.
Best Regards - Jason
The scenario I have is I'm building a dashboard where the underlying dataset contains Customer Request information.
What I need to accomplish is as follows:
I need to create a Customer Request dashboard that shows various KPIs & visuals to the customer (e.g. length of time to complete their request #s, amount of $ each request cost them, etc.)
I then need to be able to filter the underlying customer request data (at the Power BI dashboard UI level) through a "Customer Request # Checkbox" List method. Whereby, in the dashboard UI I need a full listing of all the customer's request #s (Req123, Req456, Req 789, etc.) displayed from my dataset, and then I can simply check or uncheck a box next to each customer request #. And if the customer request # is checked then that data is reflected in the Power BI Dashboard and used in KPI calculations, and if unchecked the customer request # data is not included in the dashboard and KPI calculations. And I need this Customer Request Checkbox Listing to remain static until it's changed by the user. So, if today a user goes into the checkbox listing and they put a checkmark next to 30 out of 50 of the customer's request #s then when they close out of Power BI and go in tomorrow (or 2 weeks from now whatever) those same 30 of 50 customer request #s are selected in the checkbox listing and included in the Power BI dashboard and KPI calculations and the other 20 customer request #s are not. Now I believe this functionality is by default via the Persistent Filtering. Is that correct?
So with Persistent Filtering "on" I can select those Customer Request #s I want to continuously reflect in the Power BI Dashboard visuals. One additional piece of functionality I'm curious if Power BI can handle is as follows:
- I select all the Customer Request #s I want to include in my dashboard visuals. So let's say my underlying customer request data table has 50 customer request #s and in my Power BI Dashboard I only select 30 of 50 to be reflected.
- So now when I look at the dashboard the visuals and KPIs are only based on 30 of 50 customer request # records. And this will remain the case as I open and close the Power BI service overtime thanks to Persistent Filtering.
- Now, let's say I go into Power BI and I review the dashboard with the 30 of 50 customer requests # reflected and what if after reviewing I quickly want to see the inverse of the persistent filter (e.g. the other 20 of 50 records) reflected in the dashboard, and THEN I want to quickly see all 50 of 50 records reflected and THEN quickly flip back to my original Persistent Filter of the 30 of 50 records reflected. Something akin to a toggle switch.
Thanks all for your time and consideration.
Best Regards - Jason