Power BI – Filters

Power BI filters refine your data sets to supply and display data that is relevant to you. employing a filter in Power BI, you can:

• Work with smaller parts of your data.
• Do calculations for particular groups of interest.
• Exclude “bad” data from data visualisations.
• Train and validate statistical models.

Filters in Power BI sort data and knowledge based on some selected criteria. That is, you’ll select particular fields or values within fields and view only the information related to them. as an example, you’ve got a dataset related to a store’s sales. Now, using the filters you’ll filter out unnecessary information. you’ll view a report having only the data for the selected aspects.

Filtering Modes

Each filter has two modes you’ll use when running your report: Basic Filtering and Advanced Filtering.

In Basic Filtering, you’re given a list of values that is scrollable and searchable. to look for a value, simply A keyword or identifier into the search box, and therefore the list of available values will automatically update based on the search criteria you entered.

With Advanced Filtering, you will not see a list of values to choose from, but you’ll use rules to determine a range of values the report will return.

Automatic filters

Automatic filters are the filters that get automatically added to the visual level of the filter pane once you build a visual. These filters have supported the fields that make up your visual. Users with edit permission to the report can edit, clear, hide, lock, rename, or sort this filter within the pane. they can not delete automatic filters, because the visual refers to those fields.

Application of Filters

Import data from Your Excel to Power BI. You can download the dataset from here.

Home Tab-> Get Data -> Choose Data which you want Example Excel ->
 Select the file and Open -> Select The sheet and Load

On the Filter Section, there are only two options: Filter on this page and Filter on all page

Manual filters

Manual filters, are the filters that can be used simply by dragging and dropping in any section of the filter pane when you are editing a dataset. If you’ve edit permission to the report, you’ll edit, delete, clear, hide, lock, rename, or sort this filter within the pane.

Visual-level Filters

The filters applied directly on individual visualisations is called Visual level filter. Such filters are applied both on calculation and data conditions used within a visualisation.

To use ‘Filter on Visuals’ Create a Visual on the dashboard For Example- ‘Pie chart’

To create a ‘Pie Chart’ drag and drop the data under respective fields

With the creation of the Pie chart ‘Automatic filters’ have already been added to the pie chart.

To look for the product sold in a particular country.

Filter on this Visuals -> country -> filter type ->
 base Filtering -> select the country

To look for a product sold in more than one country.

To make logical conditions ‘Advance Filtering’ is used.

Filter on this Visuals -> country -> filter type ->
 Advance Filtering -> Select the conditions

To view the details of the best counties in terms of sales we can use ‘Top N’.

Filter on this Visuals -> country -> filter type -> Top N -> Select the conditions

Similarly, you can apply filters on Product Sold and Quantity sold. To apply Filter on such fields that are not included in ‘Automatic Filters’ we can add data separately.

Drag and Drop the fields separately.

Now let’s choose the Channel Partners and the Government option to draw a visual.

To demonstrate Page level filter we create a table on the same page for a better explanation.

Now let’s select Country, Product and Quantity Sold to populate the table.

At this stage Power BI dashboard looks like the below one.

To use a page-level filter drag and drop the field under the page filter.

To look for a particular product sold in different countries.

Filter on this Page -> Product -> filter type -> base Filtering -> select the product

To apply conditional Filtering ‘Advance Filtering’ option is used.

Report-level Filters

The report-level filters are the filters that you simply use to apply a filter condition on the entire report. The report-level filter will get applied to each visualization and page of a report. Thus, report-level filters are different from visual-level and page-level filters, report-level filters are generalized filters.

To demonstrate Report level Filter we will duplicate the same page to newer page.

Right click on page 1 -> then select duplicate page

Duplicate page with same visuals created.

The benefit of using this method is that all other filters are cleared.

Page – Level Filters

Page – level filters are for a specific page within a report whereas reports are usually of multiple pages you’ll apply certain filter conditions on a selected page within a report. Each page during a report can have a different set of filter conditions applied to it.

Drag and drop Country field under ‘Filter on all pages’.

Applying basic filtering on visuals.

Same Filter automatically applied to ‘duplicate page’.

Lastly, filters in Power BI are used to display data in Power BI visuals based on the conditions that you set you’ll specify filters on Power BI Visuals on multiple pages as well as on a single page. Depending upon the sort of data column that you are working with basic and advanced filters will provide you with different types of data filtering options.