All language subtitles for 7. Power BI Report Filtering Options

All right.

Next up we're going to talk about the incredibly powerful filtering options of power by reporting now

within the filters view of the report pane.

You'll see four primary filter types.

First you have visual level filters.

Now these are the most narrow of scope.

They apply only to the specific visual in which they are defined.

Next up you have page level filters and any filters applied at the page level will impact any visuals

on that specific page or tab of the report.

So there are broader than visual level filters but more narrow than the third type which is a report

level filter report level filters are the broadest of all they apply to all visuals across all pages

of the report.

So this is where you'd use a blanket filter that you want to just apply universally.

Now keep in mind that Dax filter measures like all or filter can still change and overwrite the context

created by report level filter.

So there's a lot of interplay here between filter context being created and different types of ways.

And we'll talk more about that throughout the section.

The fourth type of filter is a drill through.

This one's a little bit different and we're going to dedicate an entire video just to drill through

filters but basically they apply two pages.

So it's similar level as a page level filter but they dynamically change based on user click paths.

So they're really useful tools and certainly worth a video of their own.

Now across all filters you have a number of different settings.

You've got your basic options which are like checkboxes you can select one all or multiple items you've

got top end filtering which lets you say filter down this visual or this page or this report to the

top number of items based on some quantitative value.

In this example here we're filtering down to just the top two items based on total orders which is a

measure.

And then you have advanced options which look a little bit different whether you're dealing with a value

field or a text field but this is basically the same idea as those value or label filters that you'd

find in excel or in a pivot table or another tools.

So if you're dealing with values you've got logical is like less than greater than greater than or equal

to etc. and for text you have contains does not contain starts with is not is blank et cetera.

So let's jump back to our report and see exactly how these things work.

All right.

So check this out.

What I want to do is add another bar chart to help demonstrate how these filters work but instead of

creating a new one from scratch and then having to recreate my formatting I can select my existing one

press control see a copy and then control V to paste another version of it right here on the canvas.

And now for this one instead of showing subcategory I want to display this chart by category.

So a little higher level.

Now I can just go ahead and find the product category look up and instead of removing subcategory I'm

just gonna take category name and drag it in above subcategory and what it does is it shows me the highest

level data which is category but now allows me to drill down with this button in the top left the Double

Down Arrow to take me down to the next level.

And this works just like the Matrix view worked as we're cuing in spot checking our measures.

But now we're able to do the same thing with a visual representation.

So I do want to make a couple tweaks to this category level view.

For one I'm going to remove the color saturation here so that it's one solid color.

Then I'm going to go into the formatting and I do need to change that title since it still says orders

by subcategory.

So I'm going to just change that to orders by category and there we go.

Now as far as filtering in a report is concerned the simplest way to filter has nothing to do with the

filter pane don't drag any fields or do anything except click into my charts and you see what's going

on here as I click into my category chart my subcategory chart updates as well.

And that's not just because I copied and pasted a second version of this chart even if I created a brand

new one from scratch that interaction would still take place by default.

So what's happening here in technical terms is that my selection like when I select the bikes category

for instance is creating filter context that's impacting everything on this report page.

In this case including my subcategory chart.

So with a simple click of the mouse I'm already able to drill in and explore and see trends in this

data that otherwise might be very difficult to see and to make it even more visible.

I'm going to go ahead and pull the color saturation off of my subcategory chart as well.

And now you can see very clearly which subcategories fall into certain categories.

So bikes clothing and accessories now to show you how the actual filter pane works.

I'm going to copy this category level chart that we created and let's go ahead and add a page and paste

it right here on this page.

Now returning to our exact summary select the category chart and scroll down to my filters pain right

here and you can see by default it's pulled in all of the fields and dimensions that are currently part

of my chart and you can go ahead and drill in and see your filtering options right there for each and

by default these are placed in a visual level filters window of that filters pane.

So for instance I could say you know I only want this chart or this visual to show bikes or only bikes

and clothing and you see how those changes are only being impacted in this chart.

They're only reflected here by subcategories still show all of my subcategories across all categories

so this filter is essentially constricted to the universe of just this visual.

So those are my basic filtering options.

Let's quickly take a look at some of the others could say show me the top end items which are categories

in this case let's say top two.

Since we only have three to work with and the by value is basically how are you defining top two.

Are you finding those ranks.

So we could say let's show us the top two by profit and we click apply.

We get accessories and bikes clothing disappears because clothing did not make the top two as far as

profit driving categories are concerned.

So we changed our mind.

You can click a little eraser icon to clear that filter and then you've got your advanced options here

which really aren't that advanced.

There are just those text or labels specific fields like contains does not contain start with.

These are pretty straightforward.

So I added a filter for categories starting with B and applied it.

There you go.

I only see bikes now if I say does not contain bikes and apply it.

Now I see accessories and clothing.

So these are all very user friendly very straightforward.

The most important thing to remember is the scope in which your filter is applied.

So everything we just did was visual level and only impacted this chart.

Now let's practice a page level filter.

So what we'll need to do is grab a product category category name again drop it into page level and

now watch what happens when I select bikes so you have both charts on the page.

We're impacted.

Same thing if I add clothing and then add components or components weren't sold so if we add accessories.

There you go.

Now we're back to 100 percent so we're using the same filtering tools Except now instead of just impacting

one chart it's impacting our second chart and potentially any other charts that might exist on this

page.

Now the important thing to note.

Let's go ahead and select bikes alone again.

It's that if we jump to page two this visual is on a different page.

So it's not impacted by a page level filter that was implemented on the exact summary tab.

Only visuals on this tab on this page will be impacted by page level filter.

So let's go ahead and clear that one and again we're going to cover drill through and its own separate

deep dive.

What I'm going to do is grab another copy category name and pull it into the report level filters.

And now very similar idea.

Select bikes filter down filter down and click to page one.

This one's filter down as well.

So as you can see report level filters are the universal filters that impact everything in the entire

file.

So let's go ahead and clear these race that don't need a page level filter here.

So now a little bit of formatting rearranging here is going to make these a little bit skinnier.

And like I said we're going to keep kind of tweaking and adjusting as we go.

You can follow along.

Exactly.

If you'd like or you can kind of follow along loosely or not follow along at all it's totally up to

you.

So going to start kind of with something like this.

And again we could snap to grid if we wanted to be exact and perfect.

This looks good for now.

We're going to tweak some things a little bit more as we go.

So those are the filter settings and the core types of filters in the power be i-Report view as you

can see they're really really powerful and they're going to allow us to do some really interesting and

pretty advanced things.

So now that we've covered the field options the formatting options and the filtering options.

The next phase of this section is going to be demo mode.

So from here we're just going to play with all different types of visuals.

We're going to add matrix views sliders timelines KPI is text cards maps tree maps gauges and so on

and so forth.

You can add a whole bunch of visuals to build out this dashboard.

And then from there we'll start exploring some of the more advanced or nuanced concepts like adding

drill through filters customizing visual interactions adding bookmarks parameters and some other really

interesting tools.

So there you have it.

Those are power b by report filter options.