Cross-filtering between visuals in Power BI - Dashboard Guide

Dashboard Mode - Cross-filtering between visuals

Business Question

How can we explore sales data interactively by selecting categories or regions to see related sales trends and details update automatically?

Sample Data

OrderID	Category	Region	Sales	OrderDate
1001	Furniture	East	250	2024-01-15
1002	Technology	West	450	2024-01-20
1003	Office Supplies	East	150	2024-02-05
1004	Furniture	South	300	2024-02-10
1005	Technology	East	500	2024-03-01
1006	Office Supplies	West	200	2024-03-15
1007	Furniture	North	350	2024-03-20

Dashboard Components

• KPI Card: Total Sales
  Formula: Total Sales = SUM(Sales[Sales])
  Result: 2200
• Bar Chart: Sales by Category
  Shows total sales for each category.
  Formula: SUM(Sales[Sales]) grouped by Sales[Category]
• Map Visual: Sales by Region
  Shows total sales per region.
  Formula: SUM(Sales[Sales]) grouped by Sales[Region]
• Table: Order Details
  Shows OrderID, Category, Region, Sales, and OrderDate.
  Updates based on filters from other visuals.

Dashboard Layout

+----------------------+----------------------+
|      Total Sales      |   Sales by Category  |
|       (KPI Card)      |      (Bar Chart)     |
+----------------------+----------------------+
|      Sales by Region  |    Order Details     |
|        (Map)          |       (Table)        |
+----------------------+----------------------+

Interactivity

Clicking a bar in the Sales by Category chart filters the Sales by Region map and the Order Details table to show only data for that category.

Clicking a region on the Sales by Region map filters the Sales by Category chart and the Order Details table to show only data for that region.

The Total Sales KPI card updates to show the sum of sales for the selected filters.

Clearing selections resets all visuals to show all data.

Self Check

If you select the Technology category in the bar chart, which components update and what do they show?

• Sales by Region map updates to show sales only for Technology category regions.
• Order Details table shows only orders with Technology category.
• Total Sales KPI card updates to sum sales of Technology category (950).

Key Result

Interactive sales dashboard with cross-filtering between category and region visuals updating sales details and totals.