To add a drop-down in Power BI, you can follow the steps below:
- Create a table or query that will be used as the source for the drop-down values.
- Import the table/query into Power BI.
- Add a visual to your report where you want the drop-down to appear.
- From the “Visualization” pane, select the “Dropdown” visual.
- In the “Fields” pane, drag and drop the desired field(s) from your table/query into the “Values” area of the dropdown visual.
- Customize the appearance of the drop-down by adjusting the formatting options such as font size, colors, etc.
- Test the functionality of the drop-down by selecting different values and observing any connected visuals or filters.
Example:
Let’s say you want to create a drop-down to filter a sales report by different regions.
- Create a table in a data source like Excel or SQL Server that contains a list of regions.
- Import the table into Power BI using the “Get Data” option from the “Home” tab.
- Create a new report page in Power BI by selecting the “New Page” button.
- From the “Visualizations” pane, select the “Dropdown” visual.
- In the “Fields” pane, drag and drop the “Region” field from your imported table into the “Values” area of the dropdown visual.
- You can further customize the appearance of the drop-down by adjusting the formatting options in the “Format” pane.
- To test the functionality of the drop-down, select different regions from the drop-down and observe how the sales report updates accordingly.