Take a tour of the report Filters pane
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This article explains how to use the report Filters pane in the Power BI service. You can use filters to discover new insights in your data.
There are many different ways to filter data in Power BI. For example, you can filter data by selecting data points on a report visual to filter other visuals on the page—this is called cross-filtering and cross-highlighting. For more information, see How visuals cross-filter each other in a Power BI report.
Work with the report Filters pane
When a colleague shares a report with you, make sure to look for the Filters pane. Sometimes it's collapsed along the right edge of the report. Select the Filers pane to expand it.
The Filters pane contains filters that the report designer adds to the report. Business users can interact with the existing filters and save changes. However, they can't add new filters to the report. In the previous example, the designer added three page-level filters: Segment is All, Year is 2014, and Region is Central. You can interact and change these filters, but you can't add a fourth page-level filter.
Some of the filters are shaded, and some aren't. If a filter is shaded, it means a filter has been applied, and some data is excluded. In the following example, the Region filter card is shaded and expanded. The Central option is the only option selected from the dropdown. Since Region is under the Filters on this page heading, all visuals on this page aren't displaying. The data from West and East regions are excluded.
In the Power BI service, reports keep any changes you make in the Filters pane. The service carries those changes through to the mobile version of the report.
To reset the Filters pane to the designer's defaults, select the Reset icon from the top menu bar.
If you don't see the Reset to default option, the report designer might have disabled it. The designer can lock specific filters so that you can't change them.
View all the filters for a report page
The Filters pane displays all filters added by the designer to the report. The Filters pane is also the area where you can view information about the filters and interact with them. You can save changes or use Reset to default to revert to the original filter settings.
If there are changes you'd like to save, you can also create a personal bookmark. For more information, see Bookmarks in the Power BI service.
The Filters pane displays and manages several types of report filters: report, report page, and visual.
In the following example, you can see a visual that has three filters: Manufacturer, Month, and Total units. The report page also has filters listed under the Filters on this page heading. The entire report has a filter for Date, listed under Filters on all pages.
Some of the filters have (All) next to them. (All) means all values are being included in the filter. In the previous screenshot, Segment(All) tells us this report page includes data about all the product segments.
Anyone with permissions to view this report can interact with these filters.
View filters applied to a visual
To get a closer look at the filters affecting a specific visual, hover over the visual to reveal the filter icon . Select that filter icon to see a pop-up window with all the filters and slicers affecting that visual. The filters in the pop-up window are the same filters displayed on the Filters pane, plus any other filters affecting the selected visual.
Types of filters in the pop-up window include:
- Basic filters
- Advanced filters
- Top N filters
- Relative Date filters
- Include/Exclude filters
- Filters passed through a URL
In this example:
Date is a filter applied to all pages in this report.
Manufacturer is VanArsdel, Natura, Aliqui, or Pirum is a filter applied to this visual.
Region is Central and Year is 2014 are filters applied to this report page.
Year is a filter applied on this report page.
Search in a filter
Sometimes a filter can have a long list of values. Use the search box to find and select the value you want.
Display filter details
To understand a filter, expand it and look at the available values and counts. To expand the filter, select the arrow next to the filter name.
Change filter selections
One way to search for data insights is to interact with the filters. You can change filter selections by using the drop-down arrow next to the field name. Depending on the filter and type of data that Power BI is filtering, your options range from simple selections from a list, to identifying ranges of dates or numbers. See the advanced filter example. Notice the change in the Total Units YTD filter on the treemap between 2,000 and 3,000. This change removes Pirum and VanArsdel from the treemap.
To select more than one filter value at a time, hold down the CTRL key. Most filters support multi-select.
Reset filter to default
If you don't want to keep the changes you've made to the filters, select the Reset icon from the top menu bar. This selection reverts the filters to their original state, as set by the report designer.
Clear a filter
To reset a filter to (All), clear it by selecting the eraser icon next to the filter name.