Build a Slicer Panel in Power BI (2022/2023)
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- Опубликовано: 14 дек 2022
- Let's look at how to build a slicer panel in your Power BI Report! This can help to reduce visuals on the canvas and also make for an app like experience. There are some things to think about though.
For a trip down memory lane, here's Adam's 2019 Slicer Panel Video: • Build a Slicer Panel i...
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Really looking forward to an update that makes creating, duplicating, and managing bookmarks simple. Currently it's a nightmare, especially once you have enough pages or have to deliver a consistent UI experience across many reports.
The instruction to ensure that slicer pane is selected at 8:04 was the one thing I have been searching for hours!! Finally my bookmark works! Thank you kind sir!
Thank you very much for not only the detailed instruction but truly quality recording! I am working on a project for my work and learning power bi from scratch!
The old Slicer Panel video was the first time video I watched on your channel. It's great to see how far this channel has come!
for anyone else driven mad by PowerBI:
For the Buttons to work you have to HOLD ctrl AND click on the button...
this was amazing. just got into power BI after years of oracle, and your videos have been an immense help !
Love these tips and tricks. The reports I build today are light years better than my first ones built 18 months ago and that is all thanks to this channel. ❤
We love hearing that! And we appreciate you watching and learning and being part of the journey 👊
getting better. I like the trick with the whole page button to close... now its time for visibility bound to variable or even layer number.. no more bookmarks to turn things on/off. A modal container that sits above the whole PBI. then a single slicer panel becomes worthy of building for the whole dashboard.
Thanks for uploading these kinds of amazing videos. It helped me a lot in my projects. You guys are really doing amazing.
Thanks amazing for the selected visual bookmark tip never knew that and have been using power bi for 2 years now.
It would be awesome if you guys could do a video about how to work with Power BI as an external consultant building reports for companies.
Licences, workspaces, apps, sharing - you'd lay out all the prerequisites and best practice set up, and the workflow from authoring everything to handing over to one user at the company who can then share it to their colleagues.
Great work guys thanks 😁
Thanks for the suggestion. Will think about that one. 👊
That would be really helpful! I'm building power bi reports for my company but we're struggling to understand the licensing. A couple of us will build the reports and then lots of people just need to be able to view them - but everyone seems to need a pro licence? 🤷♀️
@@lizziem1991 yes. Every user (whether it is just a viewers or not) needs to have their own license.
The power bi Premium offers sharing reports to users without a license, but the cost of premium is very high in comparison to individual pro licenses.
Question is how many users I will have, multiply that by the cost of Pro license and compare that to monthly cost of the power bi premium.
Or ..
You could set the desired report/dashboards up, then set the Email Subscription up to your inbox (assuming you have the Pro license) and then just set a forwarding rule in your inbox to forward the PBI automated email you receive to people within your company without the licence.
They will only be able to see the image of your report in that email and since they don't have PBI license they won't be able to access the report, but it will at least give them some sort of information without the need for the license. It is a very rigid way of getting around the licencing limitation but it may be worth cheking it out.
I remember watching this year ago when you first published. I finally get to use this on a project!
Wow, thank you for your videos. They really help me to create reports at my work!
Slicer pane is great if there aren't many pages to maintain.
When there's a lot of pages, it's going to be slicer pain. 😅
hahahaha YES!
This was an amazing illustration and explanation! Thank you
How did you get the filter and question icons on the left hand side (where you put the slicer open button)?
Love this channel, thanks!
Thankyou for another awesome video!
Brilliant video, well explained and I will hopefully replicate when I get into the office tomorrow.
I use the filter page for my overarching filters, and then panels for individual pages that get their own unique filters.
For the filter page, the close buttons go "back" so that it goes back to whatever page the user was on to get there..
Great video. Thank you. I can see instances where this approach would be very helpful, but if you're going to sync the slicers across all pages, I would tend to just have a slicer page with a button on each page to go to that slicer page.
Agreed that the Slicer Page makes is easier to maintain and don't have to worry about all the bookmarks. And yes, syncing slicers on the slicer panel can make for weird user interactions - you really need to think about that if you go that direction - which is also why I called out that I'm not recommending you do it.
Please please please, can Microsoft release this functionality as a feature by default. We use it everywhere but it's a huge pain to adjust across many reports.
Be sure to get your feedback in at ideas.powerbi.com. And/or vote up existing items.
They don't have to make slicer panel from zero each time. They can choose and copy-paste from selection panel to which page they want. But they need to work around bookmarks again unfortunately, it takes more time. Thanks for idea, why didn't I thought about background blank page which can work the same as close button. It is smart!
That's amazing !
You're going fast on your explanations but I'll watch it over an over until I manage to do it without this video ;)
I juste discovered your channel yesterday and I'm sure this will be my must watch for my Power BI needs :)
Thanks for your video, have been following along. Not sure if I missed something but when I open the slicer pane, make some selections, close then reopen the slicers are all reset to the original settings of the bookmark. I am expecting the previous selections to stay. Thanks for your help
Thanks. Great video. Can this be done with the on-prem version?
Good solution!
@Guy in a Cube updated slicer panel looks nice. Adding the full page button to click out of the slicer panel will it not affect the interaction with the visuals on the page?
Hi, great video but It's not quite working for me. At 6:10 you mention "this other button" (looks like a funnel) but I don't have that and I can't see in your video where you added it. In fact I do not have that entire vertical bar, with funnel and "i" symbol going up the left of PBI desktop (Version: 2.123.742.0 64-bit (November 2023)), Could you please advise me as I'm kind of stuck. Thanks
Thanks for the great video. I created a slicer panel and it works great except when someone clicks on the slicer background (blue area instead of the slicers) then it gets glitchy. It would then just show the slicer background then then the user would have to click outside of the area for the slicer to work again. Do you know how I can fix that? Thanks!
Hello, do you put this power BI tips (2022/2023) video in a playlist where I can watch it? I am currently using Power BI for my undergraduate thesis. Thanks for the reply.
Great video, I implemented a bunch of slicer panel on reports, and got great feedback from user on it. The only drawback is that filter visuals allows to search by typing a value, but it does not allow Advenced Filtering… For example the user want to simply filter the field ”Description” of a Dimenton to filter only the lines that contains the value ”screw”. In that case filter pane is the only option I found. Will jump in the roof the say microsoft will add an advance filter option in the filter visual. ;)
Agreed 😀
I may be misunderstanding - but could you solve by turning on search in the slicer? (Hover and select the ellipsis "more options" once the Slicer is on the canvas, click first option to enable Search.) Hope that helps.
There are nuances between slicers and Filters. Filters within the filter pane do add additional capabilities that aren't present in the slicer from a ui configuration. You can accommodate some of it via measures and Visual level filters, but that could become complicated for someone that doesn't necessarily understand DAX. It's great feedback.
Great video! I am having an issue with the entire page button. I made it completely transparent, but as soon as I group everything, the entire page button turns grey as if not transparent. Not sure what is going on with it.
Thanks for the great video. Syn Slicer is not working when I am publishing it to Power BI Service. It is not filtering the data in other pages. Can you please help?
It's great stuff !
Thanks for watching! 👊
I kinda like more idea of dedicated page for filters. I already new this trick with side bar navigation and if you have multiple pages it's pain to make any changes like adding new slicer ale moving already existing ones and if you want this side bar on every page you have to set up bookmarks on every single page so that's bummer. Cool video though!
Great vide as usual. I have a question though, how this solution behaves when we use the export to Power Point or PDF option? Will the slicer panel show up in the exported file or it will not?
It's March 2023, @6.08 i see that funnel action button on the top of thin dark vertical bar on left side (and PowerBI logo at the bottom). where I can buy it ? sorry if I missed where/how we created that bar Appreciate your help. Bit thanks Cube !!!!
Thank you for your information, how to Integrate SAP ECC with power BI?
Closing bookmark with blank space its nifty idea! Didnt think about it until now
Yup! it's a great trick.
I would like to see Microsoft build the ability to have multiple slicers in sort of a tree structure. Not referring to hierarchy in the slicer, but the reality is that many data sets have 10+ fields that someone may want to filter on. Right now you have two options of either building a sliver page and taking up that real estate or using the filter tab, which I have found people don’t want to use or it just isn’t obvious enough.
I got this sync slicers thing but I have a scenario that i need year slicer sync to all pages except one who needs year slicer to be selected particularly for that page.. so i tried to sync that one page slicer to only that page but it's not seem to be working.. the selections there would act for the other slicer(which is for all other pages).. could u tell me what can be done?
how did you select the slicer layer? been on it for a minute now. cant figure it out
Where did you get slicer icone? Top left corner? 2:24
Hi mate,
I like your videos and learned a lot
I have a situation where I want to get each customer last purchase date based on account selected and show his last six month results from last purchased date. Is there workaround ?
Thanks
Is it possible to show two visualizations based on selected year slicer
Will it work in mobile layout or is it useful only for web layout?
awesome video. Can you please share the .pbix or .csv, .xl files for us to practice.
I like this a lot. I have one issue. The moment the user opens the Slicer Panel, the current filter selections are reset. The user then makes the selections and closes the pane. That all goes well. But again, when the user opens the panel, selections are reset again. Is that common?
I have a chart with data. There is a slicer for the chart that filters data by date. Can I create a single-selection filter that will automatically be set to the most recent date?
Important question!!!
Why user has an option to export the hidden reports using power bi service. Forexample tooltip report pages etc. Any solution to avoid it thanks.
This is driving me crazy... where did that bar on the left side of your report with the filter button on the top come from?
Hi Adam,
Please make a video on how to make an age pyramid in powerBi
Where did any of you find the filter button/icon to put inside?
Hi, I have a table with 1 header: Origin Region and another header: Destination Region. And I want to choose Region = Asia, and a slicer to choose either from Origin Region or Destination Region. Thank you.
I like content and usability for the products I will be working on! I am curious why do you changed power bi color to green ? is the any hidden co-excel agenda ?
The Power BI product team commented about this in the November release. It was due to accessibility reasons. powerbi.microsoft.com/en-us/blog/power-bi-november-2022-feature-summary/
Thank you!
I always use a slicer page because a slicer pane is hard to maintain. I would love to display the slicer page in a clickable tooltip which may popup hovering a button. May be one day
The Slicer Page can be less of a hassle as you don't have to deal with all the bookmarks.
But the problem is each time you have to go to Overview page to change any value rite??? Is there anyway to get this pane in all page?
Yeah guyz, I am interested to join Microsoft power bi team as a full time job. Do make a separate video on how to get into this please
Love the enthusiasm. That's not really something we highlight on this channel. Jobs are posted on careers.microsoft.com and those spell out requirements. Keep pushing on learning Power BI and customer scenarios is the best advice I can give specific for Power BI itself.
I really like the idea of the page wide button to close. But... If you had the button over the whole page, how can users still interact with visuals? Like for selecting a date point in one visual to filter or highlight data in other visuals?
The button is grouped with the Slicer Pane group, so once the slicer pane is closed, the button is hidden and will not impact the regular use of the report.
Sir power BI desktop I don't have any forecast icons in visualisation. For forecasting it is difficult to me for further years. Will you please guide me sir for forecast icons (3)
Why selecting one of the slicer from slicer panel and clicking on edit interactions and none on a visual does not disable that slicers effect on that visual?
Hey! Have you built that black Filter panel strip yourself?
Did you ever find out? I can’t find that filter button anywhere!
Why not use the prebuilt filter pane?
Struggling to solve a filter selection problem. Here's my problem statement: Let's say, I have 2 filters, country and order_dt. I always want the country slicer to show all countries in the list but only the respective order_dt for the country and the visuals should change according to these 2 filter selections. Hence, I used edit interactions to not let ord_dt filter my country slicer. Now, when I have selected a country (ex: US) and ord_dt (ex: 13th Feb, 2022), the visuals change accordingly but now when I change the country to say, UK- all my visuals go blank because I don't have an ord_dt= 13th Feb, 2022 for UK. Is there a way to automatically select another ord_dt which is available for UK instead of sticking to the one which was selected for US previously? This is resolved only when I manually select another date.
I'm trying to do the drop down at 3:30 and when I click on the 3 dots it gives me the following message "This setting has moved. To change the slicer style, select Format > Slicer settings > Options > Style." The problem here is I don't have "Slicer Settings" in Format.
As soon as I add a Slicer on the rectangle shape, it gets hidden behind. Any idea ?
I can open the slicer pane, set my slicers and close it again, no problem.
However, when I re-open the pane, the slicers revert back to default. How can I stop this happening? I have "Selected Visuals" enabled.
Hi guys thanks for the video I'm having an issue with a slicer panel when I update one of the bookmark the one to open the pan it also update the one who open the panel I don''t understand why. If you can help tanks in advance.
Not sure I understand the problem. You mentioned they both open the panel.
If I had to make a guess, it may be because you aren't using the "selected visuals" option of the bookmark, and/or it wasn't updated correctly with the selected visuals. That part can be a bit tedious.
@@GuyInACube yes may be this is the problem when I want to do a change like showing a visual that isn't, when I do the update it update the 2 bookmaks and find it hard to have what I want.
Why not filter pane ?? Wats the advantage of slicer pane with so much of pain ?
Really hope someone is still reading these comments:
What if I wanted to break out into two pages and use the same Slicer Panel? Is that possible?
For example, Page 1 has three categories filtered in the slicer, and Page 2 would have three different categories filtered. Or would I have to create a separate panel for that?
Please let me know whether you have Udemy/ LinkedIn course for POWER BI
Loving the December update! Index is godly!
What index?
INDEX is a new DAX function - wasn't mentioned in this video. Part of the windowing capabilities with DAX that came in the December Desktop update. powerbi.microsoft.com/en-us/blog/power-bi-december-2022-feature-summary/
@@GuyInACube Just saw it today. Looks really useful!
in the selciton part i cant group my selections why this is happening
Add slicer 2:58
For some reason, after doing everything you just did my buttons are not working. 😞
If i have 10 pages i have to manage 20 bookmarks for the same object? Crazy
Am I dumb or is there missing a key step in this video?
The two Bookmarks look totally alike and have the same checkmarks but one displays the panel and the other one closes it?
What magic is this and why does it not work on my desktop?
I mean they MUST be different to have different fuctions, right?
Thank you Adam for your Knowledge_Sharing.
in case of "UI" color changing;
I think switch to dark_green color was a bad decision, PBI "UI Designers" should be more tasteful. The previous color, which was kind of honey, was much better.It should be noted that the icon color of this software is still honey.
It was done for accessibility (people with Color blindness), not a style choice. You get used to it after a while.
@@PeterKontogeorgis ok, thanks. but, There are many colors for this purpose. now; Users think that this is an Copy of Excel.
Appreicate the feedback. I know the Power BI team has heard many comments on this. Agreed with Peter, it was done for accessibility reasons.
@@GuyInACube You right.
Indeed, my latest work in "PBI" includes a dashboard of Middle East countries, it is an honor to know your and other friends' opinion about it.
youtub link 👇;
ruclips.net/video/5OpFumnHA3w/видео.html
unfortunately that does not work fully on pages that are not 16:9. The user, should have to go up and down to open and close the slicer pane.
Someone needs to convince me why it is any better than Filter Pane? Filter pane is easy to manage and obviously much faster than slicer pane. Just my opinion. I am open to be proven wrong if anyone has a valid point.
The slicer page (initial example) is super helpful I find because if you have a 20 column table, all columns appear on the filter pane and having lots of page/visual level filters can get a bit busy
The slicer pane totally agree - it looks like a pain to maintain and would never do that
If you can train all users from the outset to use the filter pane then it’s definitely the best option. Once they’ve used slicers on a page however it’s almost impossible to go the other way.
I won't say it's better than the filter pane from a technical perspective. Some of it comes down to user education and design aesthetics. One thing I've heard from design folks also is try to pick one option or the other and don't mix and match as that can be confusing. Again, some of that comes down to education though.
Power BI should instead improve the filter panel experience. It’s so messy and unintuitive that forces report builders to have to rely on this bookmark solution that’s is hard and time consuming to build.
Too much blah blah blah, just teach us!!!!!
My rule is: Put in slicer pane two type of filters:
1. Filters that because of some reason has to interact or not interact with other visuals on page
2. Filters that are frequently used
Everything else goes to Filter pane, especially Filters that have to be locked.
Awesome! I've heard comments from designers that suggest not mixing and matching between Slicers and filter pane as it can introduce confusion or a disjointed experience. I can see valid points in that. Ultimately, user education is helpful there.