Letting users select individual records for export

[Zoe7294]

Hello everyone!

I'm currently developing a dashboard with a single large table tht displays items avalible for customers to purchase. I've also got a number of slicers for customers to filter for products that they want, as there are a large number of items in this table (thousands). 

I would like to allow users to generate a list of items that they wish to purchase by allowing them to select individual records and have them falgged for export. Something like a checkbox column that persists when the filter context is changed. I expect a customer to use the filters to search for a particular item, select if for exportation, then clear filters and search for something else. 

Is this possible to do in powerBI? I havne't been able to find anything like this online. 

Thanks!

[v-pnaroju-msft · Accepted solution]

Hi @Zoe7294,

We appreciate your query raised through the Microsoft Fabric Community Forum.

Based on my understanding, Power BI does not natively support the selection and persistence of individual records across varying filter contexts (such as checkboxes), owing to its stateless filtering engine. Consequently, selections reset whenever filters are changed.

To accomplish your requirement of enabling customers to select multiple products for export, even when filters change, we recommend leveraging the Power Apps visual integration within Power BI.

Please follow the steps outlined below which may assist in resolving your issue:

1. Add the Power Apps visual to your Power BI report.
2. Pass the relevant fields (for example, Product ID, Name) to this visual.
3. Create or connect to a Power App that displays the items with checkboxes, allowing users to select items and save their selections in SharePoint, Dataverse, or Excel Online.
4. Use this stored list to generate a separate visual or page in Power BI for exporting the selected records.
5. The selections will persist across slicer or page changes, and users may export the selected list using Power BI export options, Power Apps export capability, or automated workflows such as Power Automate.

If you find our response helpful, kindly mark it as the accepted solution and provide kudos. This will assist other community members facing similar queries. Should you have any further questions, please do not hesitate to contact the Microsoft Fabric community.

Thank you.