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Use field as preset for slicer.

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Kieran Leigh's profile image

Kieran Leigh on 25 Apr 2024 08:51:09

I have a lookup table which is used as the source for a slicer. There are also a number of Boolean fields in the table to assist with the creation of formulas - e.g. "below level 2" or "above level 3". The main column is unique, giving a 1:1 mapping between the extra fields and the main one. I would like to have a sub-menu as part of the slicer which will use these extra fields to offer presets - it would for any given item select the matching entries where the field is TRUE and deselect them when FALSE. Although this is possible with bookmarks, there are several downsides. There would need to be a separate button for each bookmark, taking up canvas space. The slicer could display it as a single entry with flyout menu, taking up much less space. Bookmarks are high maintenance. If the source table had to change, the extra columns would have updated just once. There is no way to inspect bookmarks or see where they are used. Therefore, each instance would have to be manually checked and changed, leaving the room for error. There is also potential in other places to use a string column as the preset. For example, a selection list of providers with an account manager column. Selecting "Alice" would select exactly the providers for Alice, and likewise for Bob. I have attempted to offer this with bookmarks, but it is frequently out of date since the bookmark isn't visible to the people making those changes - other then them going and trying it in the dashboard then making a change request, which does not happen. If it was controlled by data instead, it would become visible to the right team, and be of use.