A Clear Filter button removes the filter by selecting all items in the slicer. A scroll bar enables scrolling when there are more items than are currently visible in the slicer. Border moving and resizing controls allow you to change the size and location of the slicer. With a Power BI slicer, you can visually filter the data displayed on reports. If you’ve been working with Excel for a long time, then you might already be familiar with slicers. But unlike in Excel, it’s super easy to create and use slicers in Power BI.
- 4 Level Data Slicer As Seen On Tv
- Data Slicers Excel
- 4 Level Data Slicer Manual
- Excel Slicer Data Model
APPLIES TO: ✔️ Power BI Desktop ✔️ Power BI service
Suppose you want your report readers to be able to look at overall sales metrics, but also highlight performance for individual district managers and different time frames. You could create separate reports or comparative charts. You could add filters in the Filters pane. Or you could use slicers. Slicers are another way of filtering. They narrow the portion of the dataset that is shown in the other report visualizations.
This article walks through creating and formatting a basic slicer, using the free Retail Analysis Sample. It also covers controlling which visuals are affected by a slicer, syncing with slicers on other pages, and filtering and formatting slicers.
These other articles explain how to make specific types of slicers:
- Numeric range slicers.
- Relative date slicers.
- Relative time slicers.
- Responsive, resizable slicers.
- Hierarchy slicers with multiple fields.
When to use a slicer
Slicers are a great choice when you want to:
- Display commonly used or important filters on the report canvas for easier access.
- Make it easier to see the current filtered state without having to open a drop-down list.
- Filter by columns that are unneeded and hidden in the data tables.
- Create more focused reports by putting slicers next to important visuals.
Power BI slicers don't support:
- Input fields
- Drilldown
Create a slicer
This slicer filters data by district manager. If you want to follow along with this procedure, download the Retail Analysis sample PBIX file.
- Open Power BI Desktop, and from the menu bar, select File > Open.
- Browse to the Retail Analysis sample PBIX.pbix file, then select Open.
- On the left pane, select the Report icon to open the file in report view.
- On the Overview page, with nothing selected on the report canvas, select the Slicer icon in the Visualizations pane to create a new slicer.
- With the new slicer selected, from the Fields pane, select District > DM to populate the slicer.The new slicer is now populated with a list of district manager names and their selection boxes.
- Resize and drag the elements on the canvas to make room for the slicer. Note that if you resize the slicer too small, its items are cut off.
- Select names on the slicer and notice the effects on the other visualizations on the page. Select names again to deselect them, or hold down the Ctrl key to select more than one name. Selecting all names has the same effect as selecting none.
- Alternately, select Format (paint roller icon) in the Visualizations pane to format your slicer.There are too many options to describe them all here; experiment and create a slicer that works for you. In the following image, the first slicer has a horizontal orientation and colored backgrounds for the items. The second slicer has a vertical orientation and colored text for a more standard look.TipSlicer list items are sorted in ascending order, by default. To reverse the sort order to descending, select the ellipsis (...) in the top right corner of the slicer and choose Sort descending.
Control which page visuals are affected by slicers
By default, slicers on report pages affect all the other visualizations on that page, including each other. As you choose values in the list and date sliders you just created, notice the effects on the other visualizations. The filtered data is an intersection of the values selected in both slicers.
Use visual interactions to exclude some page visualizations from being affected by others. On the Overview page, the Total Sales Variance by FiscalMonth and District Manager chart shows overall comparative data for district managers by month, which you want to keep visible at all times. Use visual interactions to keep slicer selections from filtering this chart.
- Go to the Overview page of the report, and then select the DM slicer you previously created.
- On the Power BI Desktop menu, select the Format menu under Visual Tools, and then select Edit interactions.Filter controls , each with a Filter and a None option, appear above all the visuals on the page. Initially, the Filter option is preselected on all the controls.
- Select the None option in the filter control above the Total Sales Variance by FiscalMonth and District Manager chart to stop the DM slicer from filtering it.
- Select the OpenDate slicer, and then select the None option above the Total Sales Variance by FiscalMonth and District Manager chart to stop this slicer from filtering it.Now, as you select names and date ranges in the slicers, the Total Sales Variance by FiscalMonth and District Manager chart is unchanged.
For more information about editing interactions, see Change how visuals interact in a Power BI report.
Sync and use slicers on other pages
You can sync a slicer and use it on any or all pages in a report.
In the current report, the District Monthly Sales page has a District Manager slicer, but what if we also wanted that slicer on the New Stores page? The New Stores page has a slicer, but it provides only Store Name information. With the Sync slicers pane, you can sync the District Manager slicer to these pages, so that slicer selections on any page affect visualizations on all three pages.
- On the Power BI Desktop View menu, select Sync slicers.The Sync slicers pane appears between the Filters and Visualizations panes.
- On the District Monthly Sales page of the report, select the District Manager slicer.Because you've already created a District Manager (DM) slicer on the Overview page, the Sync slicers pane appears as follows:
- In the Sync column of the Sync slicers pane, select the Overview, District Monthly Sales, and New Stores pages.This selection causes the District Monthly Sales slicer to sync across these three pages.
- In the Visible column of the Sync slicers pane, select the New Stores page.This selection causes the District Monthly Sales slicer to be visible in these three pages. The Sync slicers pane now appears as follows:
- Observe the effects of syncing the slicer and making it visible on the other pages. On the District Monthly Sales page, notice that the District Manager slicer now shows the same selections as on the Overview page. On the New Stores page, the District Manager slicer is now visible and it selections affect the selections that are visible in the Store Name slicer.TipAlthough the slicer initially appears on the synced pages at the same size and position as on the original page, you can move, resize, and format synced slicers on the various pages independently.NoteIf you sync a slicer to a page but don't make it visible on that page, slicer selections made on the other pages still filter the data on the page.
Filtering slicers
You can apply visual-level filters to slicers to reduce the list of values that are displayed in the slicer. For example you might filter out blank values from a list slicer, or filter out certain dates from a range slicer. When you do this it only affects the values that are shown in the slicer, not the filter that the slicer applies to other visuals when you make a selection. For example, let's say you apply a filter to a range slicer to only show certain dates. The selection on the slicer will only show the first and last dates from that range, but you would still see other dates in your other visuals. Once you change the selected range in the slicer you'll see the other visuals update. Clearing the slicer would show all the dates again.
See Filter types for more information on visual-level filters.
4 Level Data Slicer As Seen On Tv
Format slicers
Different formatting options are available, depending on the slicer type. By using Horizontal orientation, Responsive layout, and Item coloring, you can produce buttons or tiles rather than standard list items, and make slicer items resize to fit different screen sizes and layouts.
- With the District Manager slicer selected on any page, in the Visualizations pane, select the Format icon to display the formatting controls.
- Select the drop-down arrows next to each category to display and edit the options.
General options
- Under Format, select General, select a red color under Outline color, and then change Outline weight to 2.This setting changes the color and thickness of the header and item outlines and underlines.
- For Orientation, Vertical is selected by default. Select Horizontal to produce a slicer with horizontally arranged tiles or buttons, and scroll arrows to access items that don't fit in the slicer.
- Turn On the Responsive layout to change the size and arrangement of slicer items according to the view screen and slicer size.For list slicers, responsive layout prevents items from being cut off on small screens. It's available only in horizontal orientations. For range slider slicers, responsive formatting changes the style of the slider and provides more flexible resizing. Both types of slicers become filter icons at small sizes.NoteResponsive layout changes can override specific heading and item formatting that you set.
- Under X Position, Y Position, Width, and Height, set the slicer position and size with numeric precision, or move and resize the slicer directly on the canvas.Experiment with different item sizes and arrangements, and note how the responsive formatting changes accordingly. These options are available only when you select horizontal orientations.
For more information about horizontal orientations and responsive layouts, see Create a responsive slicer you can resize in Power B I.
Data Slicers Excel
Selection controls options (list slicers only)
- Under Selection controls, turn Show 'Select all' option to On to add a Select All item to the slicer.Show 'Select all' option is Off by default. When enabled, this option, when toggled, selects or deselects all items. If you select all items, selecting an item deselects it, allowing an is-not type of filter.
- Turn Single select to Off to allow you to select multiple items without needing to hold down the Ctrl key.Single select is On by default. Selecting an item selects it, and holding down the Ctrl key selects multiple items. Selecting item again deselects it.
Title options
Title is On by default. This selection shows the data field name at the top of the slicer. You can edit the title, too, which is especially useful for hierarchy slicers. See Change the title in the article 'Add multiple fields to a hierarchy slicer' for details.
- For this article, format the title text as follows:
- Font color: red
- Text size: 14 pt
- Alignment: Center
- Font family: Arial Black
Items options
Items options are only available for list slicers.
- For this article, format the Items options as follows:
- Font color: black
- Background: light red
- Text size: 10 pt
- Font family: Arial
- For Outline, choose Frame to draw a border around each item with the size and color you set under the General options.Tip
- With General > Orientation > Horizontal selected, deselected items show the chosen text and background colors. Selected items use the system default, usually a black background with white text.
- With General > Orientation > Vertical selected, items always show the selected colors, and check boxes are always black when selected.
Date/numeric inputs and slider options
Date/numeric inputs and slider options are only available for range slider slicers.
- For list slicers, date/numeric input options are the same as Items options except that there's no outline or underline options.
- Slider options allow you to set the color of the range slider, or turn the slider to Off, leaving only the numeric inputs.
Other formatting options
The other formatting options are Off by default. Turn On these options to control them:
- Background: Add a background color to the slicer and sets its transparency.
- Lock aspect: Retain the relative height and width of the slicer if it's resized.
- Border: Add a border around the slicer and sets its color. This slicer border is separate from and unaffected by the General settings.
- Shadow: Add a drop shadow to the slider.
Next steps
For more about slicers, see the following articles:
- Responsive, resizable slicers
- Hierarchy slicers with multiple fields
Slicers are a visual way to filter data in a pivot table. With the Report Connections icon, you can have a slicer control multiple pivot tables on a dashboard—but only if all the pivot tables are from the same data set. Fortunately, there’s a separate way to control multiple pivot tables from different data sets, provided they have one field in common.
For this example, you have a sales worksheet and a quality worksheet. You want to summarize both data sets in a dashboard. The goal is to have a slicer that can filter all the pivot tables by industry. Both data sets have a Sector field listing the industry sector.
Because this technique uses the Data Model, it only works in Windows versions of Excel. It won’t work on a Mac or Excel online.
Your first step is to create a new table that has a sorted, unique list of the industries found in either report. You might use an Advanced Filter for this, but an easy way is to copy the Sector column from both data sets to a new table and then use Data, Remove Duplicates to make sure each industry appears in the list just once.
Next, convert the original data sets and your new small table of sectors into a table. Select one cell in a data set and press Ctrl+T to create a table. Make sure My Table Has Headers is checked in the Create Table dialog box. Repeat for all three tables.
After creating a table, Excel uses names like Table1, Table2, and Table3. Using the box on the left side of the Table Design tab in the ribbon, rename the tables with descriptive names like Sales, Quality, and Sectors.
DEFINING RELATIONSHIPS
Click the Relationships icon on the Data tab to open the Manage Relationships dialog. Click the New button to create a relationship. The first relationship is from the Sales table to the Sectors table. Choose Sector as the related column in both tables.
Create a second relationship between the Quality table and the Sectors table.
To visualize the relationships, click the Manage Data Model icon on the Data tab, which opens the Power Pivot window. Click Diagram View in the top-right of the Home tab. You should see the two original tables with the Sectors table in the middle. Hover over either arrow to confirm that the tables are linked by the Sector field. Use File, Close to close the Power Pivot window and return to Excel.
BUILD PIVOT TABLES
Normally, to create a pivot table from the Sales data, you would select one cell in your Sales table first and choose Insert, PivotTable. Because you have defined relationships, however, the collection of tables and relationships comprise a Data Model. So go to a blank section of your dashboard and choose Insert, PivotTable. Excel will default to using the workbooks data model as the source.
Build any number of pivot tables. In the figure below, two pivot tables are based on the Sales data while the orange pivot table is based on Quality data.
CREATE THE SLICER
In order for the slicer to control pivot tables coming from both the Sales and Quality data, the slicer must be built based on the tiny Sectors table. Although you might normally create slicers using the Slicer icon on the PivotTable Analyze tab, you should switch to the Slicer icon on the Insert tab when using the Data Model.
From the Insert tab, choose Slicer. Excel opens the Existing Connections dialog box. Choose the second tab (called Data Model) and choose Tables In This Workbook Data Model. Click Open. Excel opens the Insert Slicers dialog. There’ll be two tabs: Active and All. Choose the tab for All and scroll down to the Sectors table. Be careful in this dialog. The Sector field is listed three times, but for the technique to work, you must select the Sector field from the Sectors table.
With the slicer selected, go to the Slicer tab in the ribbon. Choose Report Connections. Initially, the slicer isn’t connected to any pivot table. Choose each pivot table in the workbook. Click OK.
FORMAT THE SLICER
Slicers always start with a single column of items. While a slicer is selected, use the resize handles to change the shape. Use the Columns setting on the Slicer tab in the ribbon to show the slicer items in more columns.
When you select from the slicer, all the pivot table reports will be filtered by the slicer. For example, the figure below shows a report for only the Manufacturing sector.
To select multiple items from the slicer, turn on the Multi-Select feature using the icon with three checkmarks in the top of the slicer. Or, hold the Ctrl key while selecting additional items.
SF SAYS
To add more slicers, you’ll need a tiny joiner table and two relationships for each slicer.
4 Level Data Slicer Manual
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