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PowerBI Filters Guide

The document provides a comprehensive guide on various filter types in Power BI, including Visual-Level, Page-Level, Report-Level, Drillthrough, Cross Filters, Top N, and Relative Date Filters. Each filter type is explained with examples and implementation steps to enhance data visualization and reporting. Best practices for using filters effectively are also highlighted to optimize report performance and user interaction.

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Divi Shivle
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42 views10 pages

PowerBI Filters Guide

The document provides a comprehensive guide on various filter types in Power BI, including Visual-Level, Page-Level, Report-Level, Drillthrough, Cross Filters, Top N, and Relative Date Filters. Each filter type is explained with examples and implementation steps to enhance data visualization and reporting. Best practices for using filters effectively are also highlighted to optimize report performance and user interaction.

Uploaded by

Divi Shivle
Copyright
© © All Rights Reserved
We take content rights seriously. If you suspect this is your content, claim it here.
Available Formats
Download as PPTX, PDF, TXT or read online on Scribd
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Power BI Filter Types

A Complete Guide with


Implementation Steps
Introduction to Power BI Filters
• Filters in Power BI allow users to refine data
visualization by focusing on relevant data
points. Different types of filters help in
customizing reports effectively.
1. Visual-Level Filters
• • Apply to a single visualization
• • Does not affect other visuals
• • Example: Filtering sales by region in a bar
chart

• Steps:
• 1. Select a visual
• 2. Go to Filters pane
• 3. Drag a field to 'Visual level filters'
2. Page-Level Filters
• • Applies to all visuals on a single page
• • Does not affect other pages
• • Example: Filtering data for a specific year on
one report page

• Steps:
• 1. Click anywhere on the page
• 2. Open Filters pane
• 3. Drag a field to 'Page level filters'
3. Report-Level Filters
• • Applies to all pages and visuals in the report
• • Example: Filtering a report to show only
Electronics category

• Steps:
• 1. Open Filters pane
• 2. Drag a field to 'Report level filters'
• 3. Set conditions (e.g., show only 'Electronics')
4. Drillthrough Filters
• • Allows users to navigate to a detailed report
• • Example: Clicking on a customer to see
detailed sales history

• Steps:
• 1. Create a new report page
• 2. Add a Drillthrough field
• 3. Right-click a data point → Select
'Drillthrough'
5. Cross Filters (Slicers &
Interactive)
• • Slicers: User-controlled filters
• • Interactive: Clicking on one visual updates
others

• Steps:
• 1. Insert a Slicer
• 2. Drag a field (e.g., 'Country')
• 3. Click on visuals to see interactive filtering
6. Top N Filters
• • Displays Top or Bottom N values
• • Example: Showing Top 5 best-selling
products

• Steps:
• 1. Select a visual
• 2. Open Filters pane
• 3. Drag a field → Select 'Top N'
• 4. Choose measure & sorting column
7. Relative Date Filters
• • Automatically updates data based on time
period
• • Example: Last 30 days sales trend

• Steps:
• 1. Select a visual
• 2. Open Filters pane
• 3. Drag Date field → Select 'Relative Date
Filtering'
Best Practices for Using Filters
• ✅ Use the right filter type for the right purpose
• ✅ Optimize report performance by reducing
excess filters
• ✅ Use Drillthrough for detailed insights
• ✅ Leverage slicers for better user interaction
• ✅ Use Top N filters for ranking analysis

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