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Power BI Video Series

Power BI Filters and Interactions

November 09, 2020

Power BI Video Series | Episode 4

In this video series, Trainer Steven Knight covers key aspects of using Power BI Reports and Dashboards, in eight short & accessible episodes. This video is applicable for both Windows and Mac operating systems, and simply requires the use of an up to date web browser.

This episode covers how to interact with Power BI Reports and Dashboards and an introduction to filters and slicers. 


Interactions
 

Power BI offers interactions with all visualisation with just a click. Selecting a visualisation will take you to the page containing the data relevant to the selected visual. Once on this page, you can select any data point (i.e. employee name) and connected data will be highlighted. Simply click again to clear this selection.

For example:

Click on the name of a salesperson in one graph, the entire page will alter to highlight the data for this salesperson.

 

Filters

Each page in a report is made up of a range of different card, each containing a graph, chart, figure or slicer. When you hover over a card on the page you will see the filter symbol (the funnel), click this symbol to see current filters being applied to that card.

For a broader look at filters head to the collapsible pane on the right-hand side. If you don't see the Filters pane, select the ">" icon from the upper-right corner to expand it. The options available in this pane will vary depending on the settings applied by the document creator. The menu allows for a clear look at all applied filters and all options available. You can set filters at three different levels for the report: visual-level, page-level, and report-level filters. This is a great place for an initial check if your data is showing something unexpected, allowing you check what filters are being applied across the entire document.

Slicers

Slicers are another way of filtering. They narrow the portion of the dataset that is shown in the other report visualizations.

Slicers are a great choice when you want to:

  • Display commonly used or important filters on the report canvas for easier access.
  • Create more focused reports by putting slicers next to important visuals.





If you found Episode 4 of our Power BI Video series helpful be sure to keep an eye out for the next installments coming soon. 

Catch up on past episodes:
Accessing Shared Reports | Power BI Series | Episode 1

Accessing Apps | Power BI Series | Episode 2

How to Navigate Power BI | Power BI Video Series | Episode 3


To learn more about Power BI and our range of training options. View Power BI Courses

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Really loved the course. Explained filter context and row context very well. Ran through a load of tools that gave me good ideas for models I've been building and provided a workbook for further take home study. Highly recommend! -Power BI DAX Brisbane
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Course was comprehensive and the resources shared are great - will definitely be referring to these over the future. The course was well paced for the day, and well structured. While I understand the difficulties of tailoring training session to specific industries (ie. health analysis), I think students would benefit more with exercises that are of relevant context. The DAX expressions learnt today are great, but will likely have a lot of trouble applying it at my workplace. -Power BI DAX Brisbane
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Enjoyed Magdalenas course. Very informative and well constructed -Excel Advanced Parramatta
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Very Interactive and Teacher was very friendly and imformative. -Excel Advanced Parramatta
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I thoroughly enjoyed this course - Magda explained everything very concisely and was able to draw on personal experience / examples to help us understand certain scenarios. Magda always made sure the whole class were OK with where we were up to before she would continue and didn't make anyone feel silly for asking questions - would definitely recommend this course (and Magda!) -Excel Advanced Parramatta
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Was very informative and useful instructor was very friendly nice and informative assisted when you need help and made it easy to understand -Excel Advanced Parramatta
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Excellent Course -Excel Advanced Parramatta
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Michael was really helpful and concise and made sure we understood everything before going onto the next topic. -Project Beginner Sydney
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Probably should have chosen to go to an intermediate class. -Project Beginner Sydney
Emily - Project Beginner, .
Good course and presenter, easy to follow remotely. Well paced and timed. a couple of exercises needed Dax Studio - if I had known this I could have requested IT load it for me - although potentially I missed this as I had to switch to remote after I had registered. -Power BI DAX Remote Online
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Excellent examples of the Power BI course, will definitely be able to use these in the dashboards at work. -Power BI DAX Perth
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good coverage and explanation of issues -Power BI DAX Perth
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trainer is extremely attentive to student's questions and feedback, and strive to answer fully. trainer is humorous, creating a relaxing atmosphere to learn loads of information packed in a day. -Power BI DAX Perth
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Excellent course with an excellent facilitator. -Power BI DAX Perth
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Being custom arranged for what is used in this workplace was a large benefit and Steven use the Nexacu examples but made sure he referred to how it related to QR examples. -Excel Customised Brisbane
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Course was use full. Step by step analysis of formulas and executing them was very much usefull. -Excel Customised Brisbane
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Good course -Excel Customised Brisbane
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Well constructed 1 day course. I felt it was at a good pace, worth while in certain items and excellent presentation. Steven did not go too far without ensuring everyone was up to date! Time to get some practice! -Excel Customised Brisbane
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