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kleber1976's avatar
kleber1976
Frequent Visitor
2 years ago
Solved

Permanent Filters for the final and regular users

Hello dear ones,

Does anyone know if I can configure a persistent filter for end users? My intention is that the filters regularly desired by users are saved or stored, so that the user can open Power BI the next time they use it, and the filters they need are already applied automatically.

Thus, according to each user's needs, they can reopen the report with the filters already applied, gaining more efficiency.

Currentely our dashboards are saved in the cloud and were created with Power BI Service.

 

Would be this possible?

 

Best regards

kleber1976 

  • Anonymous's avatar
    Anonymous
    2 years ago

    Thanks for the reply from SaiTejaTalasila , please allow me to provide another insight:
    Hi,kleber1976 

    Users do have the ability in Power bi to set persistent filters that allow end users to save their preferred filter settings. When they return to the report, Power BI retains the filters, slicers, and other data view changes they made, allowing them to pick up where they last left off.

    1.Below are the steps to find persistence filters in the service:

    In Power BI Services, open the report in read mode and navigate to File > Settings.

    Under the Report Settings pane, look for the Persistent Filters option, which is off by default, meaning that the service saves the filters you set.

    If your users do not see filters saved make sure to check the "Allow filters to be saved on this report" option.

    Here is the documentation for this:

    Format filters in Power BI reports - Power BI | Microsoft Learn

    2.If you are not satisfied with the filters, you can also reply by selecting the "Reset to Default" option in the service's report.

    Below is the documentation for this:

    Announcing Persistent Filters in the Power BI Service | Microsoft Power BI Blog | Microsoft Power BI

    3.Of course if you want to embed reports for your organization, here is the documentation on how to implement persistent filters:

    Enable persistent filters in a Power BI embedded analytics application | Microsoft Learn

     

    Best Regards,

    Leroy Lu

    If this post helps, then please consider Accept it as the solution to help the other members find it more quickly.

     

3 Replies

    • kleber1976's avatar
      kleber1976
      Frequent Visitor

      Hello SaiTejaTalasila  thanks for your attempet to find a solution, but I think you did not get my point. 

      Your recommendation did not fit to my goal. I wish that every single final users in diferents location can open the BI service in the cloud with the filters that best fits to individually person or purpose. I can not say that your recommendation is a solution. All in all, thank you!

      best regads

      kleber1976 

      • Anonymous's avatar
        Anonymous
        Not applicable

        Thanks for the reply from SaiTejaTalasila , please allow me to provide another insight:
        Hi,kleber1976 

        Users do have the ability in Power bi to set persistent filters that allow end users to save their preferred filter settings. When they return to the report, Power BI retains the filters, slicers, and other data view changes they made, allowing them to pick up where they last left off.

        1.Below are the steps to find persistence filters in the service:

        In Power BI Services, open the report in read mode and navigate to File > Settings.

        Under the Report Settings pane, look for the Persistent Filters option, which is off by default, meaning that the service saves the filters you set.

        If your users do not see filters saved make sure to check the "Allow filters to be saved on this report" option.

        Here is the documentation for this:

        Format filters in Power BI reports - Power BI | Microsoft Learn

        2.If you are not satisfied with the filters, you can also reply by selecting the "Reset to Default" option in the service's report.

        Below is the documentation for this:

        Announcing Persistent Filters in the Power BI Service | Microsoft Power BI Blog | Microsoft Power BI

        3.Of course if you want to embed reports for your organization, here is the documentation on how to implement persistent filters:

        Enable persistent filters in a Power BI embedded analytics application | Microsoft Learn

         

        Best Regards,

        Leroy Lu

        If this post helps, then please consider Accept it as the solution to help the other members find it more quickly.