Join Gini von Courter for an in-depth discussion in this video Add a filter to a page or report, part of Power BI Pro Essential Training.
- [Voiceover] Every report has two ways that it can be viewed. We've been working in edit view because we've been creating this report directly from the data set. But when a user opens this up who doesn't own this, they'll see it in reading view. And those are two very different views. When we edit everything gets a little bit smaller you'll notice because we need to have space for the visualizations and the field pane. Even if I hide those then it starts to get a good size and that's good to know.
But there are things that you and I can do as owners of a report that are not available in reading view. And one of those is applying filters. If I select for example this visualization and we look here, we'll see that there actually are a number of filters that have been placed on this visual, that the chain is all, that city is all and that's because every single column that's here is a potential filter.
But there are two other filter areas as well, page level filters and report level filters. Let's choose another visual. Notice here that the only data that's here is city and the filter actually is a drop down where we could choose some cities if we wished and hit the bottom advanced filtering which we'll get to in a minute but by default, all of the cities are here. What if I wanted to filter this page so that rather than showing all of the stores it was only showing the stores, for example, in Ohio or in Maryland.
Let's see how we'll do that. I'm going to open up the store field list because I'd like territory. And if I'd like to just filter this page, I'll drag territory into the page level filters. And then I will choose Maryland, notice that the map changes, everything changes. And if I switch over for example to our territory page, this is not filtered similarly but if we go back to store info, that filter persists.
And this is the trick here. Because we own this we can save this particular filter so that we can now name this Maryland store info for example because this filter would be permanent within this page. Let's turn off Maryland and turn on Georgia. This would be what the Georgia store info page would look like. And again having done this, it doesn't affect any of our other pages, just this one.
I'm going to remove territory here and instead I'm going to drag it into the report level filter. And we'll choose Maryland again or Georgia again. We see how it works here, what happens when we go to the territory page? Georgia's on my mind. District page, just Georgia. Categories and buyers, only for Georgia. We've now affected the entire report.
So we could now save this if we wish and this is going to be the retail analysis for Georgia. Very specific. Whether I would like to have a filter operate at the visual level, the page level, or the report level only the folks who own the report who have the ability to edit it, can make those filters persist.
Even though filters may be available to someone who's just working with the report, they don't have the ability to save them as part of the report like you and I can. One more option is I have the ability to do advanced filtering. Advanced filtering is where we're looking for multiple things for example, multiple conditions combined with and or or but notice also contains does not contain, starts with does not start with, is is not is, blank is not blank.
Now this is because we're looking at text. If we were looking at a field that had dates, we would have appropriate advanced date filters, numbers appropriate advanced number filters but here we could be looking for example in a list of products or product numbers, we could be looking for starts with or contains, those types of filters. So know that those are available to you as well as the simple filters of choosing something from the list by working with the basic filtering.
And whatever we do, notice when we look at the filter we can tell, even though I've collapsed it, there's nothing hidden here, the territory is Georgia in this particular report which we've now saved as retail analysis Georgia. To remove this filter, we would just remove it right here by deleting it. But I like keeping this just as it is. I'm going to go back to our retail analysis that we hadn't modified, where the world includes states other than simply Georgia.
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