What Are The Different Types Of Filters In Power BI Reports?
After gaining basic knowledge of Power BI, let’s advance to the role of filters in Power BI reports and dashboards
What are Power BI Filters?
Filters are powerful features of Power BI. They are used to sort data based on some selected condition. You have to select some values within the fields column and refine the result based on that criteria only. For example, let’s say you have a dataset related to sales of a store. Using filters, you can dig out only the information you need. If you want to find total sales in India for a specific year, just set the year value you want under the “year” section and “India” under the country section.
Here is filter type comparison in Power BI
|Cross Drill filters||N||N||N||N||N||N||N|
|Drillthrough filters (Invokes drillthrough)||Y||Y||Y||Y||Y||N||N|
|Drillthrough filters (Transient)||Y||Y||Y||N||N||N||N|
|URL filters – transient||Y||Y||Y||N||N||N||N|
|Pass Through filters||N||N||Y||Y||N||Y||N|
Filters Available in Power BI
Power BI has 4 different kinds of filters allowing you to apply filters on 4 different levels. It can be applied during an influence BI dashboard or report.
The filters are as follows:
Visual-level filters only filter data for a given view, whether it is a table, chart, card, scale, etc. These are the granular filters that you can use in your data, and they work with the content of both page-level filters and reporting level, which means that visual-level filters cannot extract them and cannot be edited further to filter data in other visions.
This management position is important to understand, and it is visible within the filter panel whenever you view a Power BI report. In the given example, I clicked on the visual chart in my report, and the filter window shows me the filters that work on that chart.
This filter is for a particular page given in a report. A report itself is made up of a collection of pages. Filters can be applied based on some conditions on a particular page within a given report. Each page during a report can have a special set of filter conditions applied to.
Talking about the report-level filters, they are the filters that you simply use to use a filter condition on the entire report. Report-level Filters are the ones that affect all data in this report, no matter what you are looking at. Think of them as global filters.
Drill through Filters
By making use of this filter, you’ll create a page that mainly focuses on the precise entities. you’ll add the extra details about your user, customer, manufacturer on a separate page and consider a specific customer/manufacturer/user from the foremost report.
Automatic Filters are added to your Power BI visuals, automatically, while building the visuals. These visuals are made according to the field or the topic related to your visuals. Users who have the permission of editing can further edit, rename or sort the file according to their preferences. These filters cannot be deleted as these are automatic filters regarding their visuals.
These filters are added automatically only after the drill-down filters passes it on to different graphs. Other changes can also be not made as it is linked with the drill filter. Both the filters go hand in hand while working. You can’t even edit or sort it further. For removing it you will have to delete the drill-down filter by selecting the drill-up button for the visual for further passing that filter on.
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What Are Different Sorts Of Filtering Methods
Each filter has two options for using your report.
- Basic filtering
- Advanced filtering.
In Basic Filtering, you’re given a scalable and searchable list. to seem for a worth, simply type during a keyword or identifier within the search box. Thus the list of obtainable values is getting to be updated automatically relying on the search terms you entered. you’ll then select one or more listed items using the white checkboxes on the left of each entry. In the below SS you will find the Organization’s filter following a keyword search “link.”
In advanced filtering, you’ll not see a listing of pricing options, but you’ll use the principles to figure out the range of pricing reports you’ll return. For example, you’ll tell a report back to means all activity with a transaction amount exceeding or capable of $ 10,000. The screenshot below appears within the Budget Expenditure Report and shows the Organization’s filter following searches for all Orgs starting at 35 or starting at 295.
After deciding which rules you’d wish to use, click the “Apply Filter” button on the filter card and thus the report will be recalculated.
Summary We conclude our tutorial on Power BI filters. We hope our explanation was informative and helpful. Using the above information regarding Power BI filters, you’ll be able to fetch data relevant to your task.