Power BI - Create slicers Tutorial

In this video, you will learn about creating slicers in Microsoft 365. The video covers the process of adding slicers to your data and demonstrates how to filter and analyze your data using slicers.
This will help you enhance your data visualization and make it easier to navigate and analyze your data in Microsoft 365.

3:55
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Available in Microsoft365

Objectifs :

This tutorial aims to teach users how to create, manage, and personalize slicers in Power BI, highlighting their importance in designing customized charts and reports.

Chapitres :

Introduction to Slicers in Power BI
Slicers in Power BI are essential filtering tools that enhance the design of customized charts and reports. They play a crucial role in creating comparative charts and tailored reports on the Power BI desktop.
Adding a Slicer
To add a slicer, navigate to the visualization pane and select the slicer visual. Then, from the fields pane, access the Continents Database and select the 'Country' field. This action will display a list of countries, allowing you to select one at a time. The selection will impact other visuals on your report.
Multi-Select Options
To select multiple countries simultaneously, hold down the Control key (or Command key on Mac) while clicking on the desired countries, such as Argentina and Canada. To clear all filters, click on the eraser icon.
Customizing the Slicer
Further customization of the slicer can be done by clicking on the format button. Under the 'Selection Controls' section, you can enable options such as 'Single Select' to restrict selection to one country at a time, disable multi-select with the Control key, or show a 'Select All' option. Activating 'Select All' will display this option at the top of the list.
Creating a Time Slicer
To create a time slicer, go to the fields pane and use the sales database to locate the 'Order Date' reference. This will generate a chronology bar, allowing you to select a range of dates by moving the knobs. For example, you can select from June 29, 2009, to June 20, 2011. To reset the filter, use the eraser icon.
Using Relative Date Options
In the menu, you can switch the time slicer to a relative date format. For instance, if you want to view activity from the last 12 years, select 'Last' and input '12'. You can also choose categories such as years or use a calendar for more precision.
Syncing Slicers Across Pages
Power BI offers a feature called 'Sync Slicers' that allows you to synchronize a slicer across multiple pages in your report. To do this, click on 'Sync Slicers' and select the pages you want to sync. You can choose whether the slicer should appear visually on those pages.
Conclusion
In this tutorial, you have learned how to create, manage, and customize slicers in Power BI. These skills are essential for enhancing the interactivity and functionality of your reports.

FAQ :

What are slicers in Power BI?

Slicers in Power BI are visual filters that allow users to select specific data points, such as countries or dates, to filter the visuals on a report. They help in creating customized charts and reports.

How do I add a slicer in Power BI?

To add a slicer in Power BI, go to the Visualization Pane, select the slicer visual, and then choose the desired field from the Fields Pane to create the slicer.

Can I select multiple items in a slicer?

Yes, you can select multiple items in a slicer by holding down the Control Key (Ctrl) while clicking on the desired items. Alternatively, you can enable the 'Select All' option in the slicer settings.

What is the purpose of the eraser tool in Power BI?

The eraser tool in Power BI is used to clear all filters applied to a slicer, allowing users to reset the visual to its original state.

How can I customize a slicer in Power BI?

You can customize a slicer in Power BI by using the Format Button to adjust settings such as selection controls, enabling single select or multi-select options, and adding a 'Select All' feature.

What is the Sync Slicers feature?

The Sync Slicers feature in Power BI allows users to synchronize slicers across multiple pages in a report, ensuring that the same filters are applied consistently across different views.

Quelques cas d'usages :

Sales Reporting

In a sales reporting scenario, a business analyst can use slicers to filter sales data by country and date range, allowing for a detailed analysis of sales performance in specific regions over time.

Marketing Campaign Analysis

A marketing team can utilize slicers to segment data by different demographics or campaign types, enabling them to assess the effectiveness of various marketing strategies and make data-driven decisions.

Financial Performance Review

During a financial performance review, finance professionals can apply slicers to filter financial data by specific time periods and departments, facilitating a comprehensive evaluation of the organization's financial health.

Project Management Dashboard

In project management, team leaders can implement slicers to filter project data by status, priority, or team member, helping them to monitor project progress and allocate resources effectively.

Customer Feedback Analysis

A customer service team can use slicers to analyze feedback data by product category or customer demographics, allowing them to identify trends and areas for improvement in their services.

Glossaire :

Slicers

Slicers are visual filters in Power BI that allow users to segment data and create customized charts and reports. They enable users to select specific data points, such as countries or dates, to filter the visuals on a report.

Power BI

Power BI is a business analytics tool by Microsoft that enables users to visualize data and share insights across their organization or embed them in an app or website.

Visualization Pane

The Visualization Pane in Power BI is a section where users can select different types of visual representations for their data, such as charts, tables, and slicers.

Fields Pane

The Fields Pane in Power BI displays all the data fields available in the dataset, allowing users to drag and drop fields into their reports and visuals.

Control Key

The Control Key (Ctrl) is a modifier key on a keyboard that, when held down, allows users to select multiple items simultaneously, such as multiple countries in a slicer.

Eraser

In Power BI, the eraser tool is used to clear all filters applied to a slicer, resetting the visual to its original state.

Format Button

The Format Button in Power BI allows users to customize the appearance and behavior of visuals, including slicers, by adjusting settings such as selection controls.

Relative Date

Relative Date is a feature in Power BI that allows users to filter data based on a time frame relative to the current date, such as the last 12 months.

Sync Slicers

Sync Slicers is a feature in Power BI that allows users to synchronize slicers across multiple pages in a report, ensuring consistent filtering across different views.

00:00:01

we're going to see how to create,

00:00:04

manage and personalize our slicers.

00:00:06

First of all, slicers in Power BI are

00:00:09

the simple forms of filters that play a

00:00:12

key role in designing customized charts.

00:00:15

An reportes on the Power BI desktop.

00:00:19

The slicers play the most crucial

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role in creating comparative

00:00:23

charts or customized reports.

00:00:25

So on this report, to add a slicer,

00:00:29

I'll go to my visualization pane

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and select the slicer visual

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after that from the fields pane,

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I'm just going to go to my

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"Continents" Database select the field "country".

00:00:44

And now appears

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The list of countries.

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I can select one country at the time.

00:00:54

And you see how it impacts my other visuals.

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And if I wish to select many

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countries at the same time,

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you can use the control key on

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the keyboard or the city URL key.

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And just like that I can select

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Argentina and Canada at the same time.

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Know that you also have the

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possibility to click on the eraser to

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clear all the filters right there.

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And to customize this slicer further,

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I will go to the format button.

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An under the section selection controls.

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I have other options like I

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can activate single select,

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which means I can only pick a

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country at a time or I can disable

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the multi select with control key

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or show the select all option.

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So let's do that.

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I'm going to activate this and you see

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now select all appears on top of the list.

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Now let's pick another slicer.

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And this time it will be a time slicer

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just by going to the fields pane.

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I'm going to use the sales database and

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locate a reference call in order date.

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And just like that, I have a chronology

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bar and I can move the knobs to the right,

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move the NOB to the left,

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and I picked a range of dates.

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So June 29, 2009 to June 20th 2011.

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If I wish to reset the filter.

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Remember you got the eraser right here.

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Let me reduce this card a little and

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Also you will notice in the menu

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you can switch it to relative date.

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If I wish to see the activity

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only on the last 12 years,

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well I'll leave this as last.

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But here are your other option

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last next or this.

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And then you just pick a value.

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So we put 12.

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And then from here those are the choices

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of categories I could pick years.

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And if I want to be more precise,

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I can use years calendar.

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And when you go to the View tab.

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You also have another

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feature called "Sync Slicers".

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Here I can sync a slicer on one

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page on many pages from this report,

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so I just click on sync slicers.

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And from this pane I just

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have to select which page.

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So let's just say if I wanted to sync,

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I just select the page and I

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can say whether I wanted to

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appear or not visually.

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So let's just do the visual part.

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Page 4 here you go.

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The slicers appear on top.

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Now you know how to create slicers,

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how to manage them and customize them.

Mandarine AI: WHAT YOU SHOULD KNOW

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