Format filters in Power BI reports

Straipsnis
01/10/2023

APPLIES TO: Power BI Desktop Power BI service

You have control over report filter design and functionality. This article explains how you can format the Filters pane to look like the rest of the report. You can lock and even hide filters.

Screenshot of the Power BI service Retail Analysis Sample.

The first step is to add filters to your report. Then as a report designer, there are many of ways you can format the Filters pane:

Add and remove fields to filter.
Change the filter state.
Format and customize the Filters pane so that it appears like part of your report.
Define whether the Filters pane is open or collapsed by default when a consumer opens the report.
Hide the entire Filters pane or specific filters that you don't want report consumers to see.
Control and even bookmark the visibility, open, and collapsed state of the Filters pane.
Lock filters that you don't want consumers to edit.

Users can hover over any visual to see a read-only list of the filters or slicers affecting that visual.

Screenshot that shows the list of filters for a visual.

Read about how report readers use filters in report Reading mode.

Build the Filters pane

By default, the Filters pane is formatted based on your current report settings. In the Filters pane, you configure which filters to include and update existing filters. The Filters pane looks the same for your report consumers when you publish your report.

When you add a visual to a report canvas, Power BI automatically adds a filter to the Filters pane for each field in the visual.
To build your Filters pane, drag other fields of interest into the Filters pane either as visual, page, or report level filters.

Show or hide the Filters pane

Hide the Filters pane in Reading mode

If you don't want your report readers to see the Filters pane, select the eye icon next to Filters.

Screenshot of the Filters pane, highlighting the eye icon.

Hide the Filters pane while editing

You can hide the Filters pane while you're editing your report when you need extra space.

On the View tab, Filters allows you to show or hide the Filters pane.

Screenshot of the View tab, highlighting Filters.

This setting only hides the Filters pane in Power BI Desktop. There's no equivalent in Editing mode in the Power BI service.

Lock or hide filters

You can lock or hide individual filter cards. If you lock a filter, your report consumers can see but not change it. If you hide the filter, they can't even see it. Hiding filter cards is typically useful if you need to hide data cleanup filters that exclude nulls or unexpected values.

In the Filters pane, select or clear the Lock filter or Hide filter icons in a filter card.

As you turn these settings on and off in the Filters pane, you see the changes reflected in the report. Hidden filters don't show up in the pop-up filter list for a visual.

You can also configure the Filters pane state to flow with your report bookmarks. The pane's open, close, and visibility state are all bookmarkable.

Format the Filters pane

A large part of the filter experience is that you can format the Filters pane to match the look and feel of your report. You can also format the Filters pane differently for each page in the report. Here are elements you can format:

Background color
Background transparency
Border on or off
Border color
Title and header font, color, and text size

You can also format these elements for filter cards, depending on if they're applied (set to something) or available (cleared):

Background color
Background transparency
Border: on or off
Border color
Font, color, and text size
Input box color

Format the Filters pane and cards

In the report, select the report itself or the background (wallpaper), then in the Visualizations pane, select Format.

You see options for formatting the report page, the wallpaper, and the Filters pane and Filter cards.
Expand Filters pane to set color for the background, icon, and left border, to complement the report page.
Expand Filter cards to set the Default and Applied color and border. If you make available and applied cards different colors, it's obvious which filters are applied.

Theming for Filters pane

You can now modify the default settings of the Filters pane with the theme file. Here's a sample theme snippet to get you started:

"outspacePane": [{
        "backgroundColor": {
            "solid": {
                "color": "#0000ff"
            }
        },
        "foregroundColor": {
            "solid": {
                "color": "#00ff00"
            }
        },
        "transparency": 50,
        "titleSize": 35,
        "headerSize": 8,
        "fontFamily": "Georgia",
        "border": true,
        "borderColor": {
            "solid": {
                "color": "#ff0000"
            }
        }
    }
], "filterCard": [{
        "$id": "Applied",
        "transparency": 0,
        "backgroundColor": {
            "solid": {
                "color": "#ff0000"
            }
        },
        "foregroundColor": {
            "solid": {
                "color": "#45f442"
            }
        },
        "textSize": 30,
        "fontFamily": "Arial",
        "border": true,
        "borderColor": {
            "solid": {
                "color": "#ffffff"
            }
        },
        "inputBoxColor": {
            "solid": {
                "color": "#C8C8C8"
            }
        }
    }, {
        "$id": "Available",
        "transparency": 40,
        "backgroundColor": {
            "solid": {
                "color": "#00ff00"
            }
        },
        "foregroundColor": {
            "solid": {
                "color": "#ffffff"
            }
        },
        "textSize": 10,
        "fontFamily": "Times New Roman",
        "border": true,
        "borderColor": {
            "solid": {
                "color": "#123456"
            }
        },
        "inputBoxColor": {
            "solid": {
                "color": "#777777"
            }
        }
    }
]

Sort the Filters pane

Custom sort functionality is available in the Filters pane. When creating your report, you can drag and drop filters to rearrange them in any order.

An animation of the Filters pane, showing filters being rearranged.

The default sort order for filters is alphabetical. To start custom sort mode, drag any filter to a new position. You can only reorder filters within the level they apply to. For example, you can change the order of the visual-level filters within the visual-level section of the Filters pane.

Improved Filters pane accessibility

We've improved the keyboard navigation for the Filters pane. You can tab through every part of the Filters pane and use the context key on your keyboard or Shift+F10 to open the context menu.

Screenshot of the Filters pane, showing the context menu.

Rename filters

When you're editing the Filters pane, you can double-click the title to edit it. Renaming is useful if you want to update the filter card to make more sense for your end users. Renaming the filter card doesn't rename the display name of the field in the fields list. Renaming the filter card just changes the display name used in the filter card.

Screenshot of the Filters pane, highlighting the filter title.

Filters pane search

The Filters pane search feature allows you to search across your filter cards by title. This feature is helpful if you have several different filter cards in your Filters pane and need to find a specific card.

You can also format the search box, just as you can format the other elements of the Filters pane.

Power BI Desktop
Power BI service

While the Filters pane search feature is on by default, you can also choose to turn it on or off by selecting Enable search for Filters pane in the Report settings of the Options dialog.

Under the Filtering experience section of Report settings, you can control if users can change the filter type.

Screenshot of the Filtering experience section, highlighting Allow users to change filter types.

Allow saving filters

By default, your report readers can save filters for your report. You can choose to not allow them to save filters.

Power BI Desktop
Power BI service

Also in Report settings of the Options dialog, under Persistent filters, select Don't allow end users to save filters on this file in the Power BI service.

Screenshot of Don't allow end users to save filters on this file in the Power BI service.

Apply filters button

In Power BI Desktop, you can add a single Apply button to the filter pane, allowing you and your end-users to apply all filter modifications at once. Having this button is useful if you want to defer applying filter changes. You only have to wait once, after you're ready to apply all the filter changes to the report or visuals.

Turn on the Apply button

You can set this feature at the report level, only in Power BI Desktop. However, the feature is off by default.

Go to File > Options and settings > Options > Query reduction.
Select Add a single Apply button to the filter pane to apply changes at once.

Format the Apply button

Currently, you can control some of the formatting for the Apply text for the button. In the Filter pane section of the Format pane, set these options:

Under Text
- Font controls font family
- Text and icon color controls text color.
Under Header
- Header text size controls text size.

Screenshot of the Filters pane, Format the Apply filter button text.

Considerations and limitations

Publish-to-web doesn't display the Filters pane. If you're planning to publish a report to the web, consider adding slicers for filtering instead.

More questions? Try the Power BI Community

Bendrinti naudojant

Format filters in Power BI reports

Build the Filters pane