Filters data with Power BI

 


Data is the core of Power BI. As we explore reports, each visual draws its underlying data from sources that often contain far more data than we need. Power BI offers several ways to filter and highlight reports. Knowing how to filter data is the key to finding the right information.

Slicers

A simple type of filtering that we can use directly on the report page is called a slicer. Slicers provide clues to ways we can filter the results in the visuals on a report page. There are several different types of slicers: numeric, categorical, and date. Slicers make it easy to filter all the visuals on the page at once.

Exploring filter pane

There are four types of filter

1.    Report – Applies to all pages in the report.

2.    Page – Applies to all the visuals on the current report page.

3.    Visual – Applies to a single visual on a report page. You only see visual level filters if you've selected a visual on the report canvas.

4.    Drillthrough – Allows you to explore successively more detailed views within a single visual.


Some visuals cannot be sorted: Treemap, Map, Filled Map, Scatter, Gauge, Card, Multi Row Card, and Waterfall.

Drill down in visuals

When a visual has a hierarchy, we can drill down to reveal additional details. 

Use of bookmarks to share insights and build stories

We can interact with filters and save the changes for ourselves only. However, sometimes we might want to share certain filtered views with team. In those cases, we can create report bookmarks.

Using bookmarks in Power BI helps we capture the currently configured view of a report page, including filtering and the state of visuals. We can return later to that state by selecting the saved bookmark.


View data

Power BI visuals are created from data that we can view. When we turn on Show data, Power BI displays the data below the visual.

In Power BI, you can open a report and select a visual. To display the data that was used to create the visual, select the visual's More options (...) and select Show as a table.

Export data to Excel

We might want to use Excel to view and interact with Power BI data. With the Analyze in Excel feature, we can do just that. This option also allows us to access PivotTable, chart, and slicer features in Excel based on the dataset that exists in Power BI.

When we select Analyze in Excel, Power BI creates an Office Data Connection (.ODC) file and downloads it from the browser to computer.

Select the Export option at top and select Analyze in Excel.

Conclusion 

Explored how to filter data to find the most relevant information for making better business decisions. We analyzed multi-page reports and how to navigate to each page. We set bookmarks and learned to export to PowerPoint and Excel.



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