Context awareness

Context awareness means that manually entered content such as comments, notes, headers, and data inputs automatically responds to the current filter and slicer context. For example, if you enter a note for Q4, applying a filter for Q1 should display the note associated with Q1 rather than continuing to show the Q4 note.

In Fabric Plan, context awareness ensures that elements like notes and conditional formatting update dynamically as users change filters or slicers. When used with Super Filter, all intelligence visuals automatically become context-aware without additional configuration or the need to create DAX measures.

In this article, you learn how context awareness works with notes, titles, conditional formatting, and axis labels.

Filter context for notes and comments#

Filter context ensures that planning displays notes in the same data context as the visual, making annotations relevant to the user's current selection.

1. To enable context awareness for notes, select the visual and select Filter context from the (...) More options menu. Enable the Filter Context switch and select Notes in Filter Context Settings.

2. Select the required dimension categories in the Super Filter. In the Intelligence ribbon, select Notes to add a new note.

3. When you change the filter selection, filter context removes the note because it no longer applies to the selected data. In this example, the note added to the Copiers bar is removed.
4. Add a new note for the changed filter selection.

5. The following animation shows how notes change in response to filter selection changes.

1. To enable context awareness in matrices, select Filter Context in the Matrix ribbon. Then, enable the Filter Context switch in Filter Context Settings.
2. Enable the Notes and Comments switches to make notes and comments respond dynamically to filter selections. Select Save.

3. Make a filter selection, then enter a note or comment relevant to the selected category.

4. Change the filter selection and enter another note or comment.

5. Filter context displays the relevant notes and comments based on the slicer selection.

Filter context for titles#

Filter context ensures that titles dynamically reflect the current filter selection, helping users quickly understand the data displayed in the visual.

1. To enable filter context, select the visual and select Filter context from the (...) More options menu. Enable the Filter Context switch in Filter Context Settings.
2. The Title option is selected by default. To apply filter context to titles, also select Axis Label.

3. In the visual ribbon (Overlapped column), go to the Filter context tab under Canvas Settings. Use the options in this tab to configure how filter selections appear in the title.

• Measure: When a visual contains multiple measures, select a measure to display with the filter selection.
• Display style: Choose to display the measure name with the filter selection, or select Custom to define the display text.

In this example, select Custom, enter the text to display, and select the filter dimensions to include in the title from the dropdown.

Notice how the title reflects the filter selections:

Filter context for conditional formatting#

Use filter context with conditional formatting to apply formatting based on the selected filter category. Filter context allows you to use filter dimensions to define conditional formatting rules. When you select the specified filter category, formatting is applied.

1. To enable filter context for conditional formatting, select the visual and select Filter context from the (...) More options menu. Enable the Filter Context switch in Filter Context Settings and then select Conditional Formatting.
2. In the visual ribbon (Overlapped column), go to Conditional Formatting > New rule.
3. In the Conditional Formatting panel, set Impacts on to Chart, then select the color to apply.

4. Select the filter dimension from the dropdown and define the conditional formatting rule.

5. Formatting is applied when the configured dimension is selected in the filter and all other formatting conditions are met. In this example, conditional formatting is applied only when the Corporate segment is selected and sales exceed 2k.