How to Add Filters to Power BI Dashboard
In Power BI, you can add filters to your dashboard to allow users to interact with the data and drill down into specific details. Let’s go through the process step by step.
1. Open your Power BI Dashboard
Start by opening your Power BI dashboard in the Power BI Desktop application.
2. Select the Visual you want to add a filter to
Identify the visual or chart to which you want to apply a filter. Click on the visual to select it.
3. Go to the “Fields” pane
On the right-hand side of the Power BI Desktop application, you will find the “Fields” pane. It lists all the data fields used in your visualizations.
4. Drag a field to the “Filters” section
From the “Fields” pane, locate the desired field you want to use as a filter. Click and drag the field to the “Filters” section in the “Fields” pane. This will create a new filter for that field.
5. Configure the filter options
With the filter created, you can now configure its options. Right-click on the filter under the “Filters” section in the “Fields” pane, and select “Filter Type” or “Filter Cards” to define how the filter interacts with your visual.
6. Apply the filter to the visual
To apply the filter to the visual, drag the filtered field from the “Fields” pane onto the visual itself. This will establish a connection between the filter and the visual.
7. Test and refine the filter
At this point, you can test the filter by interacting with it in the visual. Try selecting different filter values and observe how the visual updates accordingly. You can refine the filter further by adjusting its settings or adding additional fields.
8. Save and publish your dashboard
Once you are satisfied with the applied filters, save your Power BI dashboard and publish it to make it available for others to view and interact with.
Example:
Let’s say you have a Power BI dashboard displaying sales data by region. You want to add a filter to allow users to view sales data for specific time periods.
- Select the visual that represents your sales data.
- In the “Fields” pane, drag the “Time” field to the “Filters” section.
- Right-click on the “Time” filter and choose “Filter Type”. Select “Between” to enable users to input a range of dates.
- Drag the “Time” field from the “Fields” pane onto the visual.
- Test the filter by selecting a specific time range from the filter, and observe how the visual updates to show the sales data for that period.
- Save and publish your dashboard to make the filter available to others.
By following the above steps, you can add various filters to your Power BI dashboard based on different fields and requirements.