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Complete Guide On Power BI Slicers

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Introduction

A Power BI slicer is an on canvas visual filter available in Power BI Desktop. It lets anyone looking at a report segment the data by a particular value, such as by year or by geographical location. Slicers are one of the most powerful types of visualizations, particularly as part of a busy report. 

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Using Slicer

Using slicer in below situations can be great choice for creating interactive visualizations. 

  • To display commonly used important filters in report canvas for easy access
  • To make it easier to see the current filtered state without having to open a drop-down list to find the filtering details.
  • When you want to hide columns you do not need but still be able to use them to filter - this makes for narrower, cleaner tables.
  • To create more focused reports - since slicers are floating objects you can put them next to the interesting part of the report you want your users to focus on.

Using the slicer icon in the visualization pane, we can convert a visualization to slicer.

Related Article: Power BI Visualization Types

Formatting the slicer

To display the format option in a slicer, select the slicer and then click on the paint roller icon to show the formatting options.

            Formatting the slicer

Limitations with Slicers

There are certain limitations with slicers listed below.

  • Slicers do not support input fields. 
  • A single slicer cannot be used across an entire report. A slicer only affects the current page. 
  • Slicers cannot be pinned to a dashboard. 
  • Drilldown is not supported for slicers. 
  • Slicers do not support Visual level filters.

Slicers can be responsive to fit any page. Responsive slicers resize to fit any space on your report. These slicers can be resized to different sizes and shapes, from horizontal to square to vertical. The values in the slicer will rearrange themselves as we resize the slicers.

Create a slicer

  1. Select the Slicer icon in the Visualizations pane.
  2. Drag the field you want to filter on to Field.

 Create A Slicer

Convert to a horizontal slicer

  1. With the slicer selected, in the Visualizations pane select the Format tab.
  2. Expand the General section, then for Orientation, select Horizontal.
  3. You will probably want to make it wider, to show more values.

Horizontal Slicer

Make it responsive and experiment with it

1. Right under Orientation in the General section of the Format tab, slide Responsive (Preview) to On. 

Format Tab

2. Now you can play with it. Drag the corners to make it short, tall, wide, and narrow. If you make it small enough, it becomes just a filter icon.

Filter Icon

Add it to a phone report layout

In Power BI Desktop, you can create a phone layout for each page of a report. If a page has a phone layout, it displays on a mobile phone in portrait view. Otherwise, you need to view it in landscape view. 
Related Article: How To Share Reports In Power BI For Mobile

1. On the View menu, select Phone Layout.

                                 View Menu- Phone Layout

2. Drag all the visuals you want in the phone report to the grid. When you drag the responsive slicer, make it the size you want -- in this case, just a filter icon.

         Analysis

You can follow the same steps to make a tile or range slicer responsive. After you set Responsive to On, you notice a few things: 

  • Visuals optimize the order of input boxes depending on the size allowed on the canvas. 
  • Data-element display is optimized to make the slicer as usable as possible, based on the size it is allowed on the canvas. 
  • New round handlebars on the sliders optimize touch interactions. 
  • When a visual becomes too small to be useful, it becomes an icon representing the visual type in its place. To interact with it, just double-tap to open it in focus mode. This saves valuable space on the report page without losing the functionality.

Control the effect the slicer has on other visuals on the page

  • Select the slicer to make it active and, from the menu bar, choose Visual interactions.

                         Analysis Sample

  • Filter controls will appear above all the other visuals on the page. If the slicer should filter a visual, select the Filter icon. If the slicer should have no effect on the visual, select the none icon.

     https://docs.microsoft.com/en-us/power-bi/media/power-bi-visualization-slicers/filter-controls.png

Relative Date Slicer

With the relative date slicer or relative date filter, you can apply time-based filters to any date column in your data model. For example, you can use the relative date slicer to show only sales data that's happened within the last thirty days (or month, or calendar months, and so on). And when you refresh the data, the relative time period automatically applies the appropriate relative date constraint.

Limitations:

  • Data models in Power BI do not include time zone information. The models can store times, but there's no indication of the time zone they're in. 
  • The slicer and filter are always based on the time in UTC, so if you configure a filter in a report and send it to a colleague in a different time zone, you'll both see the same data. However, if you aren't in the UTC time zone you might see data for a different time offset than you expect. 
  • Data captured in a local time zone can be converted to UTC using the Query Editor.

Numeric range Slicer

With the numeric range slicer, you can apply all sorts of filters to any numeric column in your data model. You can choose to filter between numbers, less than or equal to a number, or more than or equal to a number. While this may sound straightforward, it's a very powerful way to filter your data.

Limitations:

  • The numeric range slicer currently filters every underlying row in the data, not any aggregated value. For example, if a Sales Amount field is used, each transaction based on Sales Amount would be filtered upon, not the sum of Sales Amount for each data point of a visual. 
  • It does not currently work with Measures 
  • Currently the numeric range slicer is only available in Power BI Desktop. If a report that uses the numeric range slicer is published to the Power BI service, the filter will still be applied but it will appear as a list slicer.

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