Association Analytics Blog

Filtering in Power BI

Jun 5, 2017 4:32:50 PM / by Tamsen Haught

A question I get often is how to filter reports in Power BI.  Well, there are many ways to filter your data in Power BI.  I am going to walk you through the three ways to filter your dashboards using Power BI: Slicer, Page Level Filters, and Report Level Filters.

 

Slicer

The data slicer tool shows up under the Visualizations section, this tool allows you to filter data on a single page of visualizations.

slicer

Click on the data slicer visualizations, and then drag the field you will be filtering on to values.  This will add a filter to the page you are working on.  For discrete values, you will have the option to do a list or a drop down menu for your slicer.

power bi slicer

For date values, you will be able to search by date range.

power bi slider

If you click on format, you will have the option to do a single or multi-select as well as turning on an option to select all values.

slicer format

 

Page and Report Level Filters

Report and Page Level filters are set-up in a very similar way.  The only difference between the two, is that page level only applies to the page it is on versus report level apply across all pages of a report.  Report and Page Level filters are more flexible than data slicers.  To add one of these filters you will just need to drag a field to the Report or Page Level filters section which always appears under your Visualizations options.

report and page level filters

If you pull a field on as a filter, you will have the option to do basic filter (which shows all values which can be selected) or advanced filter.

 

Once you choose advanced filter, you will have multiple options on how to filter your data; including contains, does not contain, is blank, etc.

advanced

 

Once published, your Report and Page Level filters will appear on the right side of your report.

report view

I hope this helps you get started in using Power BI filters.

 

 

 

 

 

 

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Tamsen Haught

Written by Tamsen Haught