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Status Not under consideration
Workspace IBM Envizi - ESG Suite
Categories Base Platform
Created by Guest
Created on Sep 18, 2025

RELATED IDEAS

Reconfigure Relationship Between Accounts, Tag Types, and Tags in PowerReports

Currently, the relationship between accounts, tag types, and tags are configured in PowerReports in a way that doesn't make sense.  When using a matrix or table visual with the account (Item Name) as a row header, if values are Tag Type or Tag, they will all show the same first value, irrespective of whether or not that Tag or related Tag Type is associated with the account.   I don't believe this current configuration is useful to any of your clients.

I believe this may be corrected by modifying the underlying relationships between tags and accounts to be Cross-Filter Direction = Both, instead of Single.  I've attached a sample Power BI Desktop file, to illustrate this.

PowerReport Rel...
PowerReport Rel...
PowerReport Relationship Sample.pbix
 PowerReport Relationship Sample.pbix
Open full size
PowerReport Relationship Sample.xlsx
 PowerReport Relationship Sample.xlsx
Open full size
PowerReport Relationship Sample.pbix PowerReport Relationship Sample.xlsx
Idea priority Medium
Needed By Month
  • Post comment
  • Admin
    Daniel Marshall
    Dec 8, 2025

    Hi J.P.


    The items table in the dataset is not linked to tags directly, it is linked through a primary fact table which contains all monthly account data.


    As such, the items and tags tables cannot directly filter eachother.


    The reason you would be seeing the "Consolidation" tag type against all accounts is due to the nature of the configuration of the platform, this tag is considered the default primary reporting tag, as such, every account is considered to be tagged with this even when no tags are applied in the configuration.


    Can you confirm the intention of adding the tag field to the value section of the table, it's not common that a field with no values would be used in the values section of a matrix.

    2 replies

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