Creating a Custom Filter Panel in Power BI

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  • Опубликовано: 28 дек 2024

Комментарии • 69

  • @patrickgarner
    @patrickgarner Месяц назад

    Great job with the presentation!! I looked at several other videos on this subject and the difference is quite remarkable. I appreciated your pace, your clarity, your lesson organization, and your professional/educator/helpful attitude. I was up and running very quickly, thanks to you. Much appreciated. 👏👏👏

  • @Sandroider
    @Sandroider 2 года назад +1

    THANKS! I put blur box in the bottom of filter box group and no need to do the update.

  • @marjoleinopsteegh
    @marjoleinopsteegh 10 месяцев назад

    Hi Rick Very helpfull step by step tutorial! I always try to avoid bookmarks, but have to build a slicer panel as 1 one of the options to choose from, thanks!

  • @MultiCreasey
    @MultiCreasey 2 года назад +4

    Thank you for taking the time to make and to share. A really excellent, clear tutorial.

    • @BIGorilla
      @BIGorilla  2 года назад

      Thank you very much!

  • @vsraman85
    @vsraman85 3 года назад +1

    Excellent one.. I tried the same in my report, it is working like anything..

    • @BIGorilla
      @BIGorilla  3 года назад +1

      Great stuff to use in each of your reports!

  • @ishikasarkar5296
    @ishikasarkar5296 Год назад

    Very cool trick I was searching for it for a long time

  • @naveenkumar-ed7qd
    @naveenkumar-ed7qd 3 года назад +1

    Hi Rick, you explain really well and in detail. Very interesting.

    • @BIGorilla
      @BIGorilla  3 года назад +1

      Wow, thank you very much for the compliment. I hope it's helping you in your Power BI Journey! :)

    • @naveenkumar-ed7qd
      @naveenkumar-ed7qd 3 года назад

      @@BIGorilla I will sure try it. I like creative and appealing along with good analysis.

  • @andreapaoli1429
    @andreapaoli1429 11 месяцев назад

    Thank you for the video. How can i do, a selection of range of data? For example I want to select all Product name From A to G? In excel I can simply press SHIFT key.. Thank you in advance

  • @samihazaheer1079
    @samihazaheer1079 Год назад

    Thankyou soo much, a very friendly and awesome video from which very clearly defines each and every point thoroughly

  • @shikuma5
    @shikuma5 2 года назад +1

    Hi , Thank you , You explained really well . I was struggling to implement it , but your video made it a cake walk.

    • @BIGorilla
      @BIGorilla  2 года назад

      Hope it proves you helpful!

    • @LadyMoonbugJones
      @LadyMoonbugJones 11 месяцев назад

      @@BIGorilla i created the filter panel but once it is hidden the filters reset and the data is not filtered - can you tell me where i have gone wrong please?

    • @BIGorilla
      @BIGorilla  11 месяцев назад

      @@LadyMoonbugJones have a good look at the bookmark settings. If you go to the settings of the particular bookmark, you can select or deselect the ‘data’ option. In your case you don’t want the data to be impacted by the bookmark. Deselect it and your bookmark will only impact the objects not the data values

  • @carlospelay9642
    @carlospelay9642 Год назад

    Excellent - very clear and well thought out. Thank you!

  • @abdulwahababdul7706
    @abdulwahababdul7706 2 года назад +1

    Much Appreciated ❤❤

  • @JackZhang-j2c
    @JackZhang-j2c Год назад

    A good stuff. easy to understand. many thanks

  • @kostaskolotouros4345
    @kostaskolotouros4345 2 года назад +1

    Well explained. Thank you!

  • @TheMKTube
    @TheMKTube 2 года назад

    Thank you, is it possible to show and hide visuals or elements based on a filter selection?

    • @BIGorilla
      @BIGorilla  2 года назад

      Unfortunately not at the moment. You can’t use DAX to conditionally show items. Hopefully that will be a future feature.

  • @carolinediep6527
    @carolinediep6527 Год назад +2

    Amazing tutorial! My new Power BI report looks great! I just had a minor problem with mine though. I noticed that once I applied filters to a table and clicked the 'Return' button, the filters are removed again. I believe this is because we bookmarked the page without the filter. Is there a way to keep the filters applied after someone clicks the 'Return' button? Thanks in advance for your help!

    • @staceysmith3903
      @staceysmith3903 Год назад

      Did you ever figure it out? I am having the same problem after following this video.

    • @LadyMoonbugJones
      @LadyMoonbugJones 11 месяцев назад

      @@staceysmith3903 i am having the same issue

    • @LadyMoonbugJones
      @LadyMoonbugJones 11 месяцев назад

      @BIGorilla can you help on this please - i created the filter panel but once it is hidden the filters reset and the data is not filtered

  • @tomrause3464
    @tomrause3464 3 года назад +2

    Hello Rick,
    thank you for that good explanation and that example.
    Question:Is there sth against displaying the "blurred background" within group "Filter Pane: Show Slicers"?
    Advantage: No separate Update-Step needed for the Bookmark.
    To me there it makes no difference (whenever I want to filter sth the background should be blurred) compared to your extra group for the background.
    Appreciating your answer.
    Tom

    • @BIGorilla
      @BIGorilla  3 года назад +1

      Hey Tom. Your way makes perfect sense, I would do it that way too. Not sure why I didn't include that in the video. So thanks for adding it 😁
      Having said that, I do sometimes have trouble ordering the layers, where the dragging and dropping doesn't work as expected. But that's another topic!
      Cheers
      Rick

    • @BIGorilla
      @BIGorilla  2 года назад

      You can have it within the group. Should work 😁

  • @rishabhrastogi17
    @rishabhrastogi17 2 года назад

    Heya, so this is brilliant! But something I've run into is what do we do in the scenario there are multiple pages?

    • @BIGorilla
      @BIGorilla  2 года назад +1

      Glad you like it. For multiple pages you can copy-paste the objects of your filter panel. This is easiest in the selection pane.
      Then on each page you have to configure your bookmarks. So two bookmarks for each page.
      Then configure the bookmarks to the buttons on the relevant pages

  • @vineetyoutubr5
    @vineetyoutubr5 2 года назад +1

    Thank you so much

  • @avaught20
    @avaught20 3 года назад +1

    This is very well explained and very helpful! Will this work on a published dashboard as well?
    Thank you for sharing your knowledge.

    • @BIGorilla
      @BIGorilla  3 года назад +2

      Love hearing that, thanks Andrew!
      Yes absolutely, this works on published dashboards. In the published environment you can simply click, and in the development area you need to press CTRL+click to have the buttons function correctly.
      Enjoy 😁
      Rick

  • @orlandoflorida6079
    @orlandoflorida6079 2 года назад

    Thank you for the video! how would you do for more than one page? or even if you have a bookmark navigator inside that page

    • @BIGorilla
      @BIGorilla  2 года назад

      Copy paste the grouped visuals for the slicer panel.
      You will have to configure bookmarks for each page separately

  • @JOSEN-xj5kw
    @JOSEN-xj5kw 8 месяцев назад

    Hello my friend, do you have a technique or solution on how to use DAX or any other method using a button to set as a default the first record in a table visual in PBI.
    I have a table visual with a list of names with a add_date on the first column and want to make sure that when the user opens this page in PBI the first row is selected.
    I love your clarity and way of explaining things on technical solutions.
    Hope to hear from you soon

  • @fishaaaaa-n1q
    @fishaaaaa-n1q 3 года назад

    very good video. well explained, and easy to follow.

    • @BIGorilla
      @BIGorilla  3 года назад

      Thank you Angela, appreciate it!

  • @DanyThomas-tr8wc
    @DanyThomas-tr8wc 2 года назад +1

    Amazing!

  • @jocaceres7618
    @jocaceres7618 2 года назад +1

    Hi,
    Can I duplicate a whole filter pane with slicers in it to a different tab? without having to recreate all the work? NOTE, the tabs are linked to different dataset tables and have different graphs and tables?

    • @BIGorilla
      @BIGorilla  2 года назад

      You can. But you will have to recreate the bookmarks for each page 🥶
      Other than that you can copy paste the group of visuals for the filter panel

  • @jytian4711
    @jytian4711 Год назад

    Thank you for your video. But when I do this, the "group" option for items in Selection pane is greyed out. I cannot group like what you did. Could you please help me to fix it? Thanks

  • @bcvbruna
    @bcvbruna 2 года назад +1

    amazing video

  • @Daniel-Roos
    @Daniel-Roos 5 месяцев назад

    This was helpful, thanks!

  • @data.staplz
    @data.staplz Год назад

    Great tutorial!!

  • @maruthiraoyarapathineni2012
    @maruthiraoyarapathineni2012 Год назад

    Good One.Thank you.

  • @proteuswave
    @proteuswave 11 месяцев назад

    Very nice. Thanks!

  • @shafiabdulmajeedahmed8004
    @shafiabdulmajeedahmed8004 9 месяцев назад

    Thanks so much for this!

  • @mirrrvelll5164
    @mirrrvelll5164 2 года назад +1

    Cool trick so far. It is something challenging and maybe it is for one of kind report, not something copy/paste template report. Still, great!

  • @ligaivasceva6890
    @ligaivasceva6890 3 года назад

    Hi,
    Thank you for the great video!
    From your experience what are the advantages over the filter pane that you have created compared to what is already available in PowerBI Desktop?

    • @BIGorilla
      @BIGorilla  3 года назад +6

      Hi Līga!
      You're most welcome! You're question is about the advantage of this filter pane over the regular filter pane.
      How I see it is regular filter pane is not as user friendly. For example:
      - you can't add multi level hierarchies.
      - there are a lot of options available (visual, page, report level filters) that can overwhelm
      - the default filter pane is more difficult to find
      - does not give an 'app-like' experience
      - you can't customize it as much as a separate filter pane. In regular filters you can have dropdowns, lists, between panels etc
      The custom filter pane as in this video, you can more easily customize to for example syncronize with some pages only, and not with others. For example with the first 6, and not with the last 4. This is impossible with the regular filter pane.
      These are just some examples. Feel free to use them as you feel fit. I hope it helps!

  • @mario17-t34
    @mario17-t34 Год назад

    Thanks Doctor !

  • @vijiv6648
    @vijiv6648 2 года назад

    Hello, Thanks for this video. I have a scenario . Can you please help me on that. I have a table with 8 columns . I need to access the table by it's column name. So i need to add the column names as the slicer values. How am I supposed to do that?

  • @phorton968
    @phorton968 Год назад

    Gold Standard!

  • @tubeitz
    @tubeitz 2 года назад +1

    super!!!

  • @jim5400
    @jim5400 Год назад

    Thanks so much!

  • @adityapadmawar8754
    @adityapadmawar8754 10 месяцев назад

    Thank you

  • @SiphesihleY
    @SiphesihleY 3 года назад

    When i add a second bookmark it overwrites the first bookmark and both do the same thing, please help

  • @chaitalikikkani4070
    @chaitalikikkani4070 5 месяцев назад

    Hey Excellent Very well Explained. But I faced a issue When I Select Filters and Click on above Button to Hide Panel so that I can see the Charts with Applied filter . whole dashboard is reset. is anybody facing this issue ?

  • @gideonvisser2989
    @gideonvisser2989 2 года назад

    When I want to group selections ie Slicer Title and Slicer Box by clicking on the 3 dots, I only get the summarize option (which is also greyed out). What am I doing wrong?

    • @gideonvisser2989
      @gideonvisser2989 2 года назад

      Find the solution. Had to change Options and Settings/Options/Current File/Report Settings and select "Use the modern visual header ....." under Visual Options

    • @sinem9110
      @sinem9110 Год назад

      @@gideonvisser2989 i did it but still have the problem

  • @Rongwa
    @Rongwa 8 месяцев назад

    Life saver 😭😭😭😭😭 thank you

  • @glaizasimbran6823
    @glaizasimbran6823 Год назад

    My filter resets if my click reset arrow 😔

  • @ilisten2410
    @ilisten2410 3 года назад

    Hi Rick, can you help me with something plz.

    • @BIGorilla
      @BIGorilla  3 года назад

      Hi Youssef, I can't tell without knowing what it's about. Drop your question :)