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Report Visuals

Report canvas work: matching visual to question, controlling cross-filter interactions, and adding drill-through, bookmarks and tooltips. Asked to check you design for a reader answering a question rather than for a screenshot.

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questions

5

In a Power BI report, what happens to other visuals when you click a bar in one chart?

level: juniorimportance: must knowfreq 72%

answer

  1. clicking a chart changes the rest of the page
  2. two different behaviours, not one
  3. one keeps the whole and shades the part
  4. tables and cards cannot fade, so they filter
  5. the per-pair override lives in Edit interactions

basics

~20 s

By default the clicked point cross-highlights the page: other charts keep their full bars but shade the selected share, while tables, matrices and cards are filtered outright. Edit interactions sets each target visual to Filter, Highlight or None.

solid answer

~40 s

Every visual on a Power BI report page queries the same semantic model, so selecting a data point pushes that selection onto its neighbours as a filter. The default behaviour is **cross-highlighting**: chart visuals redraw with the original full bar plus a darker segment for the selected portion, so the reader still sees part-of-whole. Visuals that cannot draw a partial mark — tables, matrices, cards, KPIs — are **cross-filtered** to the selection instead. Slicers always filter; they never highlight. You override the behaviour per source/target pair with **Edit interactions**: select the source visual, then set each other visual to Filter, Highlight or None. Clicking the same point again clears the selection, and Ctrl-click adds points. A report-level setting can make cross-filtering the default for the whole report.

code

text · 12 lines
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-- Source: click "North" in the Revenue by Region column chart

Target = column chart (Revenue by Category)   HIGHLIGHT (default)
  Bikes      |################----------|  full bar faded, North solid
  Clothing   |#########-----------------|

Target = table (Revenue by Salesperson)       FILTER (default)
  before: 40 rows, all regions
  after : 9 rows, North only

Target = card (Company Total Revenue)         set to NONE by author
  before: 12.4M      after: 12.4M  (unchanged)

go deeper

for a junior

Be ready to say that the default is cross-highlighting, that tables and cards get filtered instead, and to name Edit interactions as the place you change it per visual.

for a middle

Explain why only some visual types can highlight, that the setting is stored per source/target pair, and that slicers filter rather than highlight.

for a senior

Show the production judgment: decide per visual whether it should filter, highlight or stay fixed, and connect unnecessary interactions to the burst of queries each click fires.

for a principal

Own the convention. Interaction behaviour is part of a reporting standard — consistent entry points, context visuals pinned with None, and a documented default so readers across dozens of reports learn one grammar.

## Selection is a filter A Power BI report page is not a set of independent pictures. Each visual issues its own query against the same semantic model, and every query carries the page's current filter state. When a reader selects a data point — a bar, a pie slice, a map bubble, a matrix row — Power BI adds that point's field values to the filter state used by the *other* visuals on the page and re-queries them. That is why a report feels interactive with no code: selection is just another filter. ## Cross-highlighting versus cross-filtering The two words are not synonyms and the distinction is the point of the question. **Cross-highlighting** keeps every category the target visual originally showed. The full mark stays drawn in a faded shade and the portion matching the selection is drawn solid on top. A reader can therefore see both the selected slice and the whole it came from — "Bikes are 40% of the North region's revenue" is legible in one picture. Only visuals that can render a partial mark support it: bar/column, line, area, scatter, treemap, pie and donut. **Cross-filtering** re-runs the target's query with the selection applied and shows only the matching data. Nothing faded remains. Tables, matrices, cards, KPIs, gauges and most custom visuals cannot express "part of a whole", so Power BI cross-filters them by default even when the rest of the page is highlighting. ## Edit interactions `Edit interactions` is the control surface. With a visual selected as the *source*, every other visual on the page shows small icons for **Filter**, **Highlight** and **None**. The choice is stored per source→target pair and per page, so one chart can filter a table, highlight a second chart and leave a third alone. Setting **None** is the fix for the classic complaint "my KPI card keeps changing when I click the chart": a card meant to show the unfiltered company total must ignore the chart. There is also a report setting that flips the global default from cross-highlighting to cross-filtering, which some teams turn on because faded marks confuse non-technical readers. ## Slicers, and what selection does not do Slicers filter their page's visuals by default — highlight is not offered — and *sync slicers* can extend a slicer's selection to other pages. Selection state lives on the page: clicking a bar on page 1 does not change page 2 unless a synced slicer or a report-level filter is involved. Whether a selection can even reach another visual depends on the model behind them. If the two visuals are built from different tables, the selection travels only along the relationships between those tables and only in the direction the relationship filters. A selection on a chart built from one table often cannot filter a visual built from an unrelated table, and that visual simply ignores it. The mechanics of relationships and cross-filter direction belong to model design, but the symptom shows up here, on the canvas. ## Why an interviewer asks Three reasons. First, it separates people who have built a report from people who have only read one. Second, it is the root of two very common bug reports — "the number changed when I clicked something" (a card that should have been set to None) and "the chart only shows part of the data" (highlighting mistaken for filtering). Third, it has a real performance cost: every click re-queries every interacting visual on the page, so a page with twenty visuals that all interact issues a burst of DAX queries on each selection. Turning off interactions you do not need is both a UX decision and a performance decision. ## Practical habits Decide, per visual, what should happen when a reader clicks elsewhere: does it follow the story (Filter), give context (Highlight), or must it stay fixed (None)? Keep a single unambiguous "entry point" visual on the page rather than letting everything filter everything. And state the behaviour in a text box when the audience is not Power BI–literate — a faded bar reads as "missing data" to people who have not been told otherwise.

  • A KPI card on the page must always show the company total, but it changes whenever someone clicks the chart. How do you fix it?
    Select the chart as the source, open Edit interactions, and set that card's interaction to None. That stops the chart's selection from reaching the card while leaving its effect on the other visuals intact. Doing it in a measure instead — wrapping the card's calculation to remove filters — also works but hides the intent inside DAX where the next author will not look for it.
  • Why might clicking a bar in one Power BI visual have no effect at all on another visual on the same page?
    Either the interaction is set to None for that pair, or the two visuals come from tables the model cannot connect in that direction — there is no relationship, or the relationship filters the other way. The canvas shows the symptom; the cause is in the model's relationships and cross-filter direction.
  • How does a Power BI report page tooltip differ from adding fields to a visual's Tooltips well?
    Adding fields or measures to the Tooltips well extends the default text tooltip with extra values for the hovered point. A report page tooltip is a separate, small report page marked for use as a tooltip; the hovered point's context filters that whole page, so the hover can show charts, not just numbers. Not every visual, particularly some custom ones, supports page tooltips.

saying these in an interview costs you the question

  • Says cross-highlighting and cross-filtering are the same thing
  • Thinks a faded bar means missing or null data
  • Believes clicking a visual filters every page of the report
  • Claims interactions can only be turned on or off globally
  • Assumes a selection filters visuals from unrelated tables

context

open as a page

In Power BI, what filters a drill-through page when a reader right-clicks a data point?

level: middleimportance: must knowfreq 60%

basics

~20 s

The values of the fields placed in the target page's drill-through well, taken from the clicked data point. With Keep all filters on, the source visual's other filters travel too, so the detail page matches the context the reader came from.

open as a page

In Power BI, what report state does a bookmark capture when you save it?

level: middleimportance: should knowfreq 45%

basics

~20 s

A Power BI bookmark saves the page's current state — filter and slicer selections, cross-highlight selection, sort order, drill level, and which visuals are shown or hidden — so a button can restore it. It stores no data; visuals re-query the model when applied.

open as a page

A Power BI report page takes 30 seconds to render — how do you find which visual is responsible?

level: seniorimportance: should knowfreq 50%

basics

~20 s

Run Performance Analyzer in Power BI Desktop: it records each visual's time split into DAX query, visual display and other, so you can see which visual dominates and whether the cost is the model query or the rendering. Fix that one rather than guessing.

open as a page

How do you decide whether to allow AppSource custom visuals in Power BI reports across an organization?

level: principalimportance: nice to knowfreq 24%

basics

~20 s

Weigh the capability gained against supportability: certified visuals pass a Microsoft code review and avoid external service calls, so they behave in export and subscription scenarios. Most organizations allow certified visuals plus a short vetted list, and block the rest.

open as a page