Fabric Plan Community Logo
Sign in

Can users switch between Matrix and Chart view on the same data?

Started by Benjamin Scott · 1 week, 4 days ago · 1 reply · 77 views
Benjamin Scott Participant
1 week, 4 days ago

Our finance team does a lot of ad-hoc digging in one Intelligence Sheet. Half of them want rows and numbers, the other half want to see the trend visually. Right now I'm maintaining both views, and every time a filter or measure changes I have to update two things.

Is there a way to let viewers flip between the Matrix and a chart view on the fly? If so, what is the recommended approach to implement this?

Up
0
1 Reply
Ramya B
Manager - Customer Success · Lumel Technologies · 1 week, 4 days ago

Hello Benjamin,

Yes, you can do this by using an Action parameter - Toggle. The actions parameter let you run a script when a button is clicked or a toggle is done in the parameter section. You can use the toggle to visually hide/unhide the visual(chart/table) by using the script SHOW_VISUAL(matrix)/HIDE_VISUAL(Chart). You can learn more about the action parameters from this video - https://community.fabricplan.com/videos/configure-action-parameter-in-microsoft-fabric-plan/

You can overlay both the visuals and let the user toggle between the view that they would like to see.

Up
0

Viewing 1 replies (of 1 total)

About this topic

  • Replies 1
  • Views 77
  • Participants 2
Fabric Plan
Enterprise planning, integrated with PowerTable and Intelligence, native to Microsoft Fabric. Co-engineered with Lumel.
BUILT ON MICROSOFT FABRIC
CERTIFIED BY
Fabric Planning is certified by IBCS
Microsoft, Azure, Copilot, Excel, Fabric IQ, Microsoft Entra, Microsoft Fabric, Microsoft Teams, OneLake, Outlook, Power Automate, Power BI and SharePoint are trademarks of the Microsoft group of companies. IBCS is a registered trademark of IBCS Association. All other trademarks are the property of their respective owners.

This community is operated independently by Lumel. Nothing on this site constitutes a representation or warranty by Microsoft.