How To Add Filter In Power Bi

To add a filter in Power BI, you can follow the steps below:

1. Open the Power BI Desktop application.
2. Load or import the data you want to work with.
3. In the “Visualizations” pane, select the visual you want to add the filter to.
4. Under the “Filters” section in the “Visualizations” pane, click on the “+” icon to add a new filter.
5. Choose the field you want to use for filtering from the available data fields.
6. Customize the filter settings based on your requirements. This may include specifying filtering conditions, selecting values from a list, or setting up a relative or hierarchical filter.
7. Click on the “Apply filter” or “OK” button to apply the filter to your visual.
8. Repeat the above steps to add additional filters if needed.
9. Save your Power BI report and refresh the visual to see the effects of the applied filters.

Example:

Let’s say you have a dataset of sales transactions with fields such as “Product”, “Region”, “Date”, and “Quantity”.

If you want to add a filter to a bar chart visual to show only sales from a specific region:

1. Open the Power BI Desktop application and load the sales data.
2. Select a bar chart visual from the “Visualizations” pane.
3. Under the “Filters” section, click on the “+” icon.
4. Choose the “Region” field from the available data fields.
5. Select the specific region you want to filter on, for example, “North America”.
6. Click on the “Apply filter” button.

Now, the bar chart visual will only display sales data for the selected region (North America). You can further customize the filter or add additional filters to drill down into the data.

Remember to save your Power BI report and refresh the visual to activate the applied filters.