Are you looking at how to add filter in Power BI? If your requirement is yes, with the help of the filter pane, you can apply a filter in the Power BI Report and Chart.
In this tutorial, I will tell you what a Power BI filter is and the types of filters in Power BI.
Also, we will cover the following topics:
- Power BI Visual Level Filters
- How to Apply Visual Level Filter in Power BI
- Page Level Filters and add Page Level Filter in Power BI
- Power BI Report Level Filters
- Add Report Level Filter in Power BI
Filter in Power BI
In Power BI, a filter is a mechanism that allows you to control and limit the data displayed in your reports and visualizations. It helps you focus on specific subsets of your data that are relevant to your analysis.
Imagine you have a large dataset with information about sales across different regions and periods. You can use filters in Power BI to show only the sales data for a particular region, time range, or product category.
Different Types of Filters in Power BI
There are three main types of filters available in Power BI. These include:
- Visual Level Filters
- Page Level Filters
- Report Level Filters
Visual Level Filters in Power BI
In Power BI, visual-level filters mean you can set filters that only affect one visual without impacting the rest of your report. This can be useful when you want to customize the data displayed in a specific chart or graph without changing the overall view of your report.
How to Apply Visual Level Filter in Power BI
Here, we will see how to apply a visual-level filter in Power BI.
We have a SharePoint list (Super mart) that contains below columns with various data types:
| Columns | Data Types |
|---|---|
| Product ID | Single line of text |
| Order Date | Date and time |
| Region | Single line of text |
| Customer Name | Single line of text |
| Product Name | Single line of text |
| Sales | Number |
| Profit | Currency |
We apply a visual level filter in the Power BI Pie chart in this example. To do this, follow the below steps.
1. Open Power BI Desktop and load the data. Then, your data set will be shown in the Data pane.
2. Under the Home tab, expand Visual gallery(black box) -> Click the Pie Chart.
3. Then, using the +Add data option, add the Product Name into Legend and Sales into the Values field.
4. Select the visual and expand the Filters pane. After that, the Filter pane looks at the screenshot below.
5. Drag the Region and drop it into Filters on this visual in the Filters pane.
6. Then check the checkbox to filter on the pie chart. In my case, I check the West region. After that, the pie chart shows only West region sales data.
This way, you can apply a visual level filter in Power BI.
Page Level Filters in Power BI
In Power BI, page-level filters refer to filters applied at the entire page level rather than just on specific visualizations within a page. These filters affect all the visuals on a particular page of your Power BI report.
How to Add Page Level Filter in Power BI
In the top example, we apply a filter on a particular visual. Now, we see how to add page-level filters in Power BI.
In the example, I created two tables visualization. i.e., Sales Data and Customer Details. SalesData Contains columns like”Product ID,” “Product Name,” and “Sales.” CustomerDetails Contains columns like “Product ID” and “Customer Name“.
Here, I want to filter the dates to understand which customers purchased the product on specific dates. To do this, follow the steps below.
1. Now expand the Filters pane. Then drag the Order Date and drop it into Filters on this page like the below screenshot.
2. Next, check the checkbox corresponding to the date you wish to apply the filter. In my case, I check “08-06-2016.”
In this process, you can add a filter on a page in Power BI.
Report Level Filters in Power BI
In Power BI, report-level filters refer to filters applied to the entire report, affecting all visualizations and data displayed. This means the filter conditions will be applied to all the visuals and data in our Power BI report.
How to Add Report Level Filter in Power BI
Now, I will show you how to add filters on all pages in Power BI.
To achieve this, we need to generate visuals on another page in Power BI.
1. In the same window, click the ‘+‘ icon to add a new page at the bottom of Power BI Desktop. On this page, I created the above example pie chart and two table visualizations, Sales Data, and Customer Details, like “Page 1.”
2. On the first page, we have two tables, i.e., Sales Data and Customer Details.
3. Now go to Page 1. Then drag the “Customer Name” and Drop it into “Filters on all pages” in the Filters pane. Now check the checkbox for ‘Filters on all pages.’ In my case, I checked the “Brosina Hoffman.”
4. When you go to Page 2, you see that Page 2 applies filters automatically. Check the screenshot below.
This way, you can add filters to all pages in Power BI.
Conclusion
Now you’re aware that using the Filter pane enables you to apply filters not only on a visual but also on a page and the entire report.
In this tutorial, we covered what filters in Power BI and the types of filters in Power BI, Like visual level filters, page level filters, and report level filters in Power BI. I also covered how to apply visual-level, page-level, and report-level filters in Power BI.
Furthermore, you may like some more Power BI tutorials:
Preeti Sahu is an expert in Power Apps and has over six years of experience working with SharePoint Online and the Power Platform. She is the co-author of Microsoft Power Platform: A Deep Dive book. As a Power Platform developer, she has worked on developing various tools using Power Apps and Power Automate. She also makes Microsoft 365 videos and shares them on YouTube.
