Power BI
NewExcluding data on a Visual/Scatter plot should extend as a page/report level filter
Mustafa Biviji on 23 Jun 2017 00:26:18
When data is plotted on a scatter plot, we get to see distribution by two metrics defined on X & Y-axis. This also helps in identifying outliers. On right-clicking we generally get to exclude certain data points from the visual and then see the visual without those data points (that is we filter out the data points at the visual level).
I would like to see an extension of this concept to filter out those data points across all visuals on that page/report that are interact with the original visual (where data points were excluded).
Why this is helpful? Suppose you identify certain outliers on a scatter plot that you would like to filter out from all your analysis for understanding the data better. You right click on those data points and exclude them which results in a visual level filter, but those data points (outliers) still exist in other visuals and hence misleading the end-user. If they were excluded from all related visuals that would truly help analyzing data without outliers across the report page.
More details with screenshots can also be seen here: http://community.powerbi.com/t5/Desktop/Exclude-Include-to-act-as-filters-amp-Exclude-Include-for/m-p/199681#M87852
- Comments (11)
RE: Excluding data on a Visual/Scatter plot should extend as a page/report level filter
Anytime exclude is available to use, regardless of type of visualization, there should be option to exclude from current visual, current page, or entire pbix.
RE: Excluding data on a Visual/Scatter plot should extend as a page/report level filter
For me this is a mandatory feature. I have a page where I show an entire dataset on a scatter chart and users can identify outliers using it. I also show the statistics (mean and std dev) of the dataset on other visuals on the page. I need to have the excluded values affect the statistics so users can estimate the impact of removing those outliers.
In an odd way you can get this type of functionality. My data is composed of data from multiple sources (multiple serial numbers), which I use in the Legend well. So if you click on one serial number, all visual on the page get filtered to just that serial number (in the filter pane that serial number is 'included')...good. If you THEN exclude a data point from the serial number's dataset the other visuals exclude that data point as well (that data point shows up in filter pane as excluded and the serial number still shows as included)!
So once you have a cross visual filter, via highlighting one of the Legend items, you can exclude data points within that limited subset of data...
RE: Excluding data on a Visual/Scatter plot should extend as a page/report level filter
This feature would be a great step.
At times, I would like to select a data point and exclude it from the analysis. This can be done today locally and temporarily at the visual level, but my desire is to have the exclusion designation "stick". I would ultimately like to right click on a data point, select exclude (or include) and have this designation written to a data table where it can be accessed in the future to have all "excluded" data not used on the dashboard anywhere it is filtered out. Even better, if I select "exclude" it asks for a comment that can be stamped with the designation to the data table.
Does anyone have thoughts on how to do this? I do not see it as a current feature. I was considering adding a PowerApps custom visual to the Power BI dashboard to try to accomplish this, but I am hoping there is a more direct and supported approach.
Please let me know any experience or thoughts on this.
RE: Excluding data on a Visual/Scatter plot should extend as a page/report level filter
Agree. Would be super handy!
RE: Excluding data on a Visual/Scatter plot should extend as a page/report level filter
This would be extremely helpful! And not just for scatter charts. Any visual having this ability would be awesome.
RE: Excluding data on a Visual/Scatter plot should extend as a page/report level filter
We need a way to deselect one item in a graph and have the deselection affect all calculations on that page. It is currently possible to select multiple items by holding down the ctrl key. One suggestion is the hold the Shift/Ctrl key to DESELECT an item. There are often outliers that we want to exclude for analysis.
RE: Excluding data on a Visual/Scatter plot should extend as a page/report level filter
I agree. Excluding the data in question shows how it impacts all visuals on the page. This would really helps on the easy of data analysis.
RE: Excluding data on a Visual/Scatter plot should extend as a page/report level filter
This feature would be very useful not just from a scatter plot but in all visuals.
RE: Excluding data on a Visual/Scatter plot should extend as a page/report level filter
I have a stacked bar chart that I use, and every month there seems to be a different outlier that is totally screwing up my data. I want to be able to right click and exclude, and the entire page would filter, excluding this data field.
Since every month the outlier is a new, I can't simply make a dynamic bookmark or group. PLEASE find a way to give the ability to exclude an entire page, based on an exclude from one visual.
With this feature, it would probably make sense to not "hide" the bar you are excluding, but rather highlight all other bars with the "excluded" item not highlighted.
RE: Excluding data on a Visual/Scatter plot should extend as a page/report level filter
I'm using scatterplot and have same the issue. The Feature will be very helpful.