Filtering in Power BI is a vital concept, playing a significant role in data analysis. It allows users to selectively view and analyze specific portions of data based on predefined criteria or user interactions. By utilizing filters, users can narrow down their focus, identify patterns, and extract meaningful insights from their data.
Types of filters:
- Visual-Level Filters:Visual-level filters are specific to individual visualizations, such as charts, tables, or graphs. They enable users to control the data displayed within a single visual. Users can apply filters based on specific values, ranges, or create more complex conditions.
- Page-Level Filters:Page-level filters are applied to an entire page in a report. They allow users to apply filters to multiple visuals simultaneously, based on common fields or criteria. Page-level filters ensure consistency across visuals within a particular page.
- Report-Level Filters:Report-level filters impact all pages and visuals within a report. They enable users to set global filters that affect the entire report, ensuring a consistent view of the data across different pages. Report-level filters are beneficial when analyzing data from multiple perspectives while maintaining a cohesive narrative.
- Cross-Filtering:Cross-filtering is a powerful feature in Power BI that facilitates interaction between visuals. It enables users to select data points in one visual, automatically filtering and updating the data displayed in other visuals. This interactive filtering enhances data exploration and enables deeper analysis of data relationships.
Manual Application of Filters:
- Select the visual you want to filter.
- Locate the “Filters” pane in the “Visualizations” pane or in the “Fields” pane.
- Drag and drop the desired field from the data model into the “Values” area of the “Filters” pane.
- Configure the filter by selecting specific values, ranges, or conditions, depending on the field type (numeric, text, date, etc.).
- The visual will update dynamically based on the applied filter.
Image before filter
Filtering is a vital concept in Power BI, playing a significant role in data analysis. It allows users to selectively view and analyze specific portions of data based on predefined criteria or user interactions. By utilizing filters, users can narrow down their focus, identify patterns, and extract meaningful insights from their data.
Types of filters:
- Visual-Level Filters:Visual-level filters are specific to individual visualizations, such as charts, tables, or graphs. They enable users to control the data displayed within a single visual. Users can apply filters based on specific values, ranges, or create more complex conditions.
- Page-Level Filters:Page-level filters are applied to an entire page in a report. They allow users to apply filters to multiple visuals simultaneously, based on common fields or criteria. Page-level filters ensure consistency across visuals within a particular page.
- Report-Level Filters:Report-level filters impact all pages and visuals within a report. They enable users to set global filters that affect the entire report, ensuring a consistent view of the data across different pages. Report-level filters are beneficial when analyzing data from multiple perspectives while maintaining a cohesive narrative.
- Cross-Filtering:Cross-filtering is a powerful feature in Power BI that facilitates interaction between visuals. It enables users to select data points in one visual, automatically filtering and updating the data displayed in other visuals. This interactive filtering enhances data exploration and enables deeper analysis of data relationships.
Manual Application of Filters:
- Select the visual you want to filter.
- Locate the “Filters” pane in the “Visualizations” pane or in the “Fields” pane.
- Drag and drop the desired field from the data model into the “Values” area of the “Filters” pane.
- Configure the filter by selecting specific values, ranges, or conditions, depending on the field type (numeric, text, date, etc.).
- The visual will update dynamically based on the applied filter.
Image before filter
Image after filter
Filter using Slicers:
- Select the slicer visual from the “Visualizations” pane.
- Drag and drop the desired field into the “Values” area of the slicer visual.
- Power BI will generate a slicer control with distinct values from the field.
- Users can click on the slicer values to apply or remove filters.
- The visualizations connected to the slicer will update accordingly.
Filter using Dax function:
Image to cross check the result
