Creating a Custom Filter Panel in Power BI

[@patrickgarner]

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. 👏👏👏

[@MultiCreasey]

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

[@BIGorilla]

Thank you very much!

[@jmmaillet4355]

Best Video on Power BI Custom Filter Pane, Thanks!!!!!

[@marjoleinopsteegh]

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!

[@shajindevadhas3335]

If am closing the filter pane, the filter is cleared,,, how to resolve this? other the that the video is very well explained. thanks

[@naveenkumar-ed7qd]

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

[@BIGorilla]

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

[@naveenkumar-ed7qd]

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

[@Sandroider]

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

[@BIGorilla]

Even better!

[@abdulwahababdul7706]

Much Appreciated ❤❤

[@shikuma5]

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

[@BIGorilla]

Hope it proves you helpful!

[@LadyMoonbugJones]

@@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]

@@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

[@samihazaheer1079]

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

[@kostaskolotouros4345]

Well explained. Thank you!

[@vsraman85]

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

[@BIGorilla]

Great stuff to use in each of your reports!

[@ishikasarkar5296]

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

[@carlospelay9642]

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

[@vineetyoutubr5]

Thank you so much

[@DanyThomas-tr8wc]

Amazing!

[@bcvbruna]

amazing video

[@data.staplz]

Great tutorial!!

[@JackZhang-j2c]

A good stuff. easy to understand. many thanks

[@maruthiraoyarapathineni2012]

Good One.Thank you.

[@YothinWorawisitkasem]

Can I duplicate the panel to other page in case of I have many pages

[@fishaaaaa-n1q]

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

[@BIGorilla]

Thank you Angela, appreciate it!

[@proteuswave]

Very nice. Thanks!

[@phorton968]

Gold Standard!

[@mirrrvelll5164]

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!

[@mario17-t34]

Thanks Doctor !

[@Daniel-Roos]

This was helpful, thanks!

[@Varun.Khanna1602]

super!!!

[@Rongwa]

Life saver 😭😭😭😭😭 thank you

[@shafiabdulmajeedahmed8004]

Thanks so much for this!

[@jytian4711]

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

[@pranavsalvi8338]

My filter resets every time I close the filter pane. Can you please guide.

[@JOSEN-xj5kw]

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

[@jim5400]

Thanks so much!

[@avaught20]

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

[@BIGorilla]

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

[@adityapadmawar8754]

Thank you

[@andreapaoli1429]

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

[@jocaceres7618]

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]

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

[@tomrause3464]

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]

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]

You can have it within the group. Should work 😁

[@carolinediep6527]

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]

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

[@LadyMoonbugJones]

@@staceysmith3903 i am having the same issue

[@LadyMoonbugJones]

@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

[@shajindevadhas3335]

@@LadyMoonbugJones @bigorilla can you please help on this? i am facing this issue

[@rishabhrastogi17]

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

[@BIGorilla]

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

[@TheMKTube]

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

[@BIGorilla]

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

[@chaitalikikkani4070]

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 ?

[@orlandoflorida6079]

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]

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

[@SiphesihleY]

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

[@vijiv6648]

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?

[@ligaivasceva6890]

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]

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!

[@gideonvisser2989]

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]

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]

@@gideonvisser2989 i did it but still have the problem

[@glaizasimbran6823]

My filter resets if my click reset arrow 😔

[@ilisten2410]

Hi Rick, can you help me with something plz.

[@BIGorilla]

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