What Are The Different Types Of Filters In Power BI Reports?

Posted by Sas Chatterjee on May, 16, 2021 02:05

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

Filter typeEditClearDeleteHideLockSortRename
Manual filtersYYYYYYY
Auto filtersYYNYYYY
Include/Exclude filtersNNYYYYN
Drill-down filtersYYNNNNN
Cross Drill filtersNNNNNNN
Drillthrough filters (Invokes drillthrough)YYYYYNN
Drillthrough filters (Transient)YYYNNNN
URL filters – transientYYYNNNN
Pass Through filtersNNYYNYN

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.

Filters In Power BI
Filters in Power BI

The filters are as follows:

Visual-level Filters

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.

Power BI Consulting

Page-level Filters

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.

Report-level Filters

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

Drill Down 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

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.

Cross-drill Filters

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.

EPCGroup provides Power BI Consulting for organizations who are looking to implement business intelligence solutions in their organizations. We are Microsoft Certified Gold Partners and have over 70+ In house business intelligence experts.

What Are Different Sorts Of Filtering Methods

Each filter has two options for using your report.

  • Basic filtering
  • Advanced filtering.

Basic 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.”

Advanced Filtering:

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.

[gravityforms id=41 title=”true” description=”false”]
<div class='gf_browser_chrome gform_wrapper exit_intent_popup_wrapper gform_legacy_markup_wrapper' id='gform_wrapper_41' > <div class='gform_heading'> <h3 class="gform_title">Exit Intent</h3> <span class='gform_description'></span> </div><form method='post' enctype='multipart/form-data' id='gform_41' class='exit_intent_popup gform_legacy_markup' action='/what-are-the-different-types-of-filters-in-power-bi/' > <div class='gform_body gform-body'><ul id='gform_fields_41' class='gform_fields top_label form_sublabel_below description_below'><li id="field_41_1" class="gfield gform_hidden field_sublabel_below field_description_below gfield_visibility_visible" ><div class='ginput_container ginput_container_text'><input name='input_1' id='input_41_1' type='hidden' class='gform_hidden' aria-invalid="false" value='' /></div></li><li id="field_41_9" class="gfield gfield_contains_required field_sublabel_below field_description_below gfield_visibility_visible" ><label class='gfield_label' for='input_41_9' >Full Name<span class="gfield_required"><span class="gfield_required gfield_required_asterisk">*</span></span></label><div class='ginput_container ginput_container_text'><input name='input_9' id='input_41_9' type='text' value='' class='medium' placeholder='Full Name' aria-required="true" aria-invalid="false" /> </div></li><li id="field_41_6" class="gfield gfield_contains_required field_sublabel_below field_description_below gfield_visibility_visible" ><label class='gfield_label' for='input_41_6' >Email<span class="gfield_required"><span class="gfield_required gfield_required_asterisk">*</span></span></label><div class='ginput_container ginput_container_email'> <input name='input_6' id='input_41_6' type='text' value='' class='medium' placeholder='Email Address' aria-required="true" aria-invalid="false" /> </div></li><li id="field_41_7" class="gfield gfield_contains_required field_sublabel_below field_description_below gfield_visibility_visible" ><label class='gfield_label' for='input_41_7' >Phone<span class="gfield_required"><span class="gfield_required gfield_required_asterisk">*</span></span></label><div class='ginput_container ginput_container_phone'><input name='input_7' id='input_41_7' type='text' value='' class='medium' placeholder='Phone Number' aria-required="true" aria-invalid="false" /></div></li><li id="field_41_10" class="gfield gfield_contains_required field_sublabel_below field_description_below gfield_visibility_visible" ><label class='gfield_label' for='input_41_10' >Company Name<span class="gfield_required"><span class="gfield_required gfield_required_asterisk">*</span></span></label><div class='ginput_container ginput_container_text'><input name='input_10' id='input_41_10' type='text' value='' class='medium' placeholder='Company Name' aria-required="true" aria-invalid="false" /> </div></li><li id="field_41_8" class="gfield gfield_contains_required field_sublabel_below field_description_below gfield_visibility_visible" ><label class='gfield_label' for='input_41_8' >Message<span class="gfield_required"><span class="gfield_required gfield_required_asterisk">*</span></span></label><div class='ginput_container ginput_container_textarea'><textarea name='input_8' id='input_41_8' class='textarea medium' placeholder='Type your message here...' aria-required="true" aria-invalid="false" rows='10' cols='50'></textarea></div></li></ul></div> <div class='gform_footer top_label'> <input type='submit' id='gform_submit_button_41' class='gform_button button' value='Submit' onclick='if(window["gf_submitting_41"]){return false;} window["gf_submitting_41"]=true; ' onkeypress='if( event.keyCode == 13 ){ if(window["gf_submitting_41"]){return false;} window["gf_submitting_41"]=true; jQuery("#gform_41").trigger("submit",[true]); }' /> <input type='hidden' class='gform_hidden' name='is_submit_41' value='1' /> <input type='hidden' class='gform_hidden' name='gform_submit' value='41' /> <input type='hidden' class='gform_hidden' name='gform_unique_id' value='' /> <input type='hidden' class='gform_hidden' name='state_41' value='WyJbXSIsIjEwNTJhNGVmMWMyNzI3YTJmMjdiZTA1NjU4ZDMzYzY3Il0=' /> <input type='hidden' class='gform_hidden' name='gform_target_page_number_41' id='gform_target_page_number_41' value='0' /> <input type='hidden' class='gform_hidden' name='gform_source_page_number_41' id='gform_source_page_number_41' value='1' /> <input type='hidden' name='gform_field_values' value='' /> </div> </form> </div>