Default Selection via Boolean Measure

The Default Selection via Boolean Measure allows users to configure default selections in the visual using a Boolean or integer measure. This is particularly useful for tailoring reports to specific roles or regions. For example, when a regional manager opens the report, it automatically filters the data to display only the areas relevant to them.

Steps to configure Default Selection using Boolean Measure

1. Add a Boolean or Integer Measure with specific conditions to the Others Field in the visual.

2. Enable Default Selection:

   • Go to the Display Settings in the Format Pane.

   • Locate the Default Selection option.

   • Select the previously added measure to configure default selections.

3. Once selected, the visual will dynamically apply the default filter based on the conditions defined in the measure. This ensures that relevant selections are made automatically when the report is accessed.

4. In read mode, using the Default Selection measure allows the visual to revert to the predefined default selection when Reset Filters is clicked, restoring the original state ensuring a consistent starting point.

Image 1: Default Selection in format pane

Example:

In this example, the user wants to automatically select Bikes and Accessories for the Europe sales territory, and Clothing for North America. To achieve this, a DAX measure is created as follows:

Default Selection = 
SWITCH(
    TRUE(), 
    AND(VALUES(SalesTerritory[Group]) = "Europe", 
        OR(VALUES('Product'[Category]) = "Bikes", 
           VALUES('Product'[Category]) = "Accessories")
    ), 1,
    AND(VALUES(SalesTerritory[Group]) = "North America", 
        VALUES('Product'[Category]) = "Clothing"
    ), 1,
    0
)

If the SalesTerritory[Group] is "Europe" and Product[Category] is "Bikes" or "Accessories," or if the group is "North America" with Product[Category] as "Clothing," it returns 1 to select them. All other items remain unselected (0).

Once configured in the Default Selection under Display Settings, the visual highlights the specified items automatically.

Video 1: Default selection configuration and read view behavior