Forum Discussion

abingle's avatar
abingle
Regular Visitor
2 years ago
Solved

How to Connect Filters on PowerBi Service?

I'm using PowerBi Service (online version) and am struggling to connect filters between my different tabs from my data source. I'm working on headcount and absenteeism data for my organization, and I'd like department to be the main filter for the data. Even though the department match from tab to tab, it doesn't link when attempting to filter different graphs on the PowerBi pages. I've tried creating a general tab for department in my data source and then linking department name in other tabs to that general tab, to no luck.

 

Anything I try to Google gives me information about creating relationships on the Desktop app, but that's not possible with the online Service. I'm working on a deadline, so this is crucial - any help is much appreciated!!

  • Anonymous's avatar
    Anonymous
    2 years ago

    Hi abingle ,

     

    Here is the sample data I created:

     

    Headcount table:

    Department

    Date

    Value

    Month

    BREW

    1/1/2024

    189

    1

    BREW MAINT

    1/1/2024

    234

    1

    MAINT

    1/1/2024

    125

    1

    OPS

    1/1/2024

    246

    1

    PKG

    1/1/2024

    342

    1

    PKG MAINT

    1/1/2024

    545

    1

    QA

    1/1/2024

    21

    1

    UTIL

    1/1/2024

    45

    1

    BREW

    2/1/2024

    654

    2

    BREW MAINT

    2/1/2024

    221

    2

    MAINT

    2/1/2024

    667

    2

    OPS

    2/1/2024

    67

    2

    PKG

    2/1/2024

    865

    2

    PKG MAINT

    2/1/2024

    212

    2

    QA

    2/1/2024

    324

    2

    UTIL

    2/1/2024

    32

    2

    BREW

    3/1/2024

    545

    3

    BREW MAINT

    3/1/2024

    455

    3

    MAINT

    3/1/2024

    67

    3

    OPS

    3/1/2024

    90

    3

    PKG

    3/1/2024

    56

    3

    PKG MAINT

    3/1/2024

    21

    3

    QA

    3/1/2024

    34

    3

    UTIL

    3/1/2024

    45

    3

     

    Absenteeism table:

    Department

    Actuals

    Requirements

    BREW

    80

    100

    BREW MAINT

    210

    200

    MAINT

    289

    300

    OPS

    378

    400

    PKG

    456

    500

    PKG MAINT

    567

    600

    QA

    712

    700

    UTIL

    805

    800

     

    In Power BI Service, open the data model of the semantic model, Then you can establish a relationship between the two tables.

     

    Drag the Department field of table Absenteeism to the Department field of table Headcount.

     

    After it is created, it looks like this:

     

    Exit the semantic model and enter the edit view of the report.

     

    Put the Department of the table at one end into the report level Filter:

     

    You can see that Filter can affect the visual objects of both pages.

     

    If you have any further questions please feel free to contact me.

     

    Best Regards,
    Yang
    Community Support Team

     

    If there is any post helps, then please consider Accept it as the solution  to help the other members find it more quickly.
    If I misunderstand your needs or you still have problems on it, please feel free to let us know. Thanks a lot!

6 Replies

  • nandic's avatar
    nandic
    Resident Rockstar

    abingle when you are in edit mode, go to view > sync slicers pane.
    Then select slicer on main page.


    You will get something like this:


    It means that selected slicer is visible only on page "Dashboard". It is not visible on pages Details and Page 1.
    However, if user selects something on this slicer on page Dashboard, it will also have impact on other pages.

    Additionally, for me the easiest is to just copy/past slicer from main page to another page. It will ask you if you want to sync these slicers, just choose "Sync" and you're done.

    Cheers,
    Nemanja Andic

     

    • abingle's avatar
      abingle
      Regular Visitor

      Thank you! However, my problem is not connecting slicers across different pages. I need to connect the filter titled "Department" to both graphs on this page. Each graph is pulling from a different tab in the backend data source, but the department classification is the same. However, when I select a specific department on this filter, it doesn't filter either graph.

       

       

  • Anonymous's avatar
    Anonymous
    Not applicable

    Hi abingle ,

     

    Your solution is great, nandic . It worked like a charm! Here I have another idea in mind, and I would like to share it for reference.

     

    When you open a report in Power BI Service, the default view is Read view, and you need to enter Edit view if you want to edit Slicer or Filter.

     

    Access the report editing mode in Power BI Service.

     

    Make sure to create relationships between your department table and other tables.

     

    Try applying department filters at the report level.

     

    Drag the Department field to the Filters pane on the right and set it up under the Filters on All Pages section.

     

    Please see this document for more details:

    Add a filter to a report in Power BI - Power BI | Microsoft Learn

     

    If you have any other questions please feel free to contact me.

     

    Best Regards,
    Yang
    Community Support Team

     

    If there is any post helps, then please consider Accept it as the solution  to help the other members find it more quickly.
    If I misunderstand your needs or you still have problems on it, please feel free to let us know. Thanks a lot!

    • abingle's avatar
      abingle
      Regular Visitor

      Hi, thanks! However, is it possible to create relationships between tables in PowerBi Service? Could you please help if so?

      • Anonymous's avatar
        Anonymous
        Not applicable

        Hi abingle ,

         

        Here is the sample data I created:

         

        Headcount table:

        Department

        Date

        Value

        Month

        BREW

        1/1/2024

        189

        1

        BREW MAINT

        1/1/2024

        234

        1

        MAINT

        1/1/2024

        125

        1

        OPS

        1/1/2024

        246

        1

        PKG

        1/1/2024

        342

        1

        PKG MAINT

        1/1/2024

        545

        1

        QA

        1/1/2024

        21

        1

        UTIL

        1/1/2024

        45

        1

        BREW

        2/1/2024

        654

        2

        BREW MAINT

        2/1/2024

        221

        2

        MAINT

        2/1/2024

        667

        2

        OPS

        2/1/2024

        67

        2

        PKG

        2/1/2024

        865

        2

        PKG MAINT

        2/1/2024

        212

        2

        QA

        2/1/2024

        324

        2

        UTIL

        2/1/2024

        32

        2

        BREW

        3/1/2024

        545

        3

        BREW MAINT

        3/1/2024

        455

        3

        MAINT

        3/1/2024

        67

        3

        OPS

        3/1/2024

        90

        3

        PKG

        3/1/2024

        56

        3

        PKG MAINT

        3/1/2024

        21

        3

        QA

        3/1/2024

        34

        3

        UTIL

        3/1/2024

        45

        3

         

        Absenteeism table:

        Department

        Actuals

        Requirements

        BREW

        80

        100

        BREW MAINT

        210

        200

        MAINT

        289

        300

        OPS

        378

        400

        PKG

        456

        500

        PKG MAINT

        567

        600

        QA

        712

        700

        UTIL

        805

        800

         

        In Power BI Service, open the data model of the semantic model, Then you can establish a relationship between the two tables.

         

        Drag the Department field of table Absenteeism to the Department field of table Headcount.

         

        After it is created, it looks like this:

         

        Exit the semantic model and enter the edit view of the report.

         

        Put the Department of the table at one end into the report level Filter:

         

        You can see that Filter can affect the visual objects of both pages.

         

        If you have any further questions please feel free to contact me.

         

        Best Regards,
        Yang
        Community Support Team

         

        If there is any post helps, then please consider Accept it as the solution  to help the other members find it more quickly.
        If I misunderstand your needs or you still have problems on it, please feel free to let us know. Thanks a lot!

  • nandic's avatar
    nandic
    Resident Rockstar

    abingle relationship between tables is need in order to use this slicer.
    You need to make relationship between table where field Department is with table  used for these 2 visuals.

    When you have relationship, it will automatically filter data. If there is no relationship, it doesn't know how to filter it.

    If it is easier, post image of data model so that we see from which tables data come.

    Cheers,
    Nemanja Andic