Power BI Slicer | Sync Slicers in Power BI

Do you know what a slicer is and the usage of slicers in Power BI? In this tutorial, I will explain everything related to the Power BI Slicer, the advantages of a slicer, and how to add a slicer to Power BI.

Also, I will discuss how to use the slicer, format it, and its limitations in Power BI with various examples.

Moreover, we will see how to filter Measure by Slicer in Power BI.

Power BI Slicer

A slicer in Power BI is like a visual filter. It’s a user-friendly way to choose and view specific data, making it easy to slice through information by selecting options.

By default, Power BI reports are interactive. Each visual on a report canvas responds to a single click, highlighting the relevant data corresponding to the clicked element.

Unlike filters, the slicer provides an excellent visual method to filter the data on a report quickly.

In the below report, the Power BI slicers are the visuals indicated in the red box.

Power BI Slicer

Below is the SharePoint list we will use to create a Power BI Slicer.

what is a slicer in power bi

How to Add a Slicer in Power BI Desktop

Now I will tell you how to add a slicer to the Power BI desktop in simple steps

1. Open Power BI Desktop and load the data using the Get data option.

how to add a slicer in power bi

2. Under the Visualization panel, click the Slicer visual.

add slicers in power bi

3. Drag and drop data from the Data panel to the Visualization panel Field. Here, in my case, I dragged and dropped the Region field.

how to add slicers in power bi

In these steps, you can add a slicer in Power BI Desktop.

Different Slicers in Power BI

There are two types of Power BI Slicers. Such as:

  1. Date Slicer in Power BI
  2. Numeric Range Slicer in Power BI

Let’s explore one by one.

Date Slicer in Power BI

In Power BI, the Date slicers are easy to use, and the users filter data based on dates. It’s like a sliding bar at each end with two buttons present. We can slide forward or backward these buttons to adjust our date range.

To create a date slicer, follow the below steps:

1. Open Power BI and load data, then select the slicer under the visualization panel (Your data must have a date column).

how add Date slicers in power bi

2. Now drag and drop Order Date into Field.

power bi date range slicer

3. A calendar dialog box opens When we click on the calendar icon. Here, we can change the date manually.

how to add a date slicer in power bi

4. We can change the type sliding bar to the drop-down menu. To do this, select the slicer, then under the visualization panel, Select Format -> Slicer settings -> Options -> Style -> Dropdown.

On the left side, you can see the dropdown slicer. Check the screenshot below.

power bi make slicer drop down

We also can select from options such as Vertical list, Tile, Between, Before, After, Dropdown, Relative Date, and Relative Time.

This way, we can create a date slicer in Power BI Desktop.

Numeric Range Slicer in Power BI

In the same way as the date slicer, when we use a numeric field to create a slicer, a numeric range slicer is created.

To create a numeric slicer, follow the below steps:

1. Select Slicer under the Visualization panel and drag and drop the numeric column into the visual. Here, I dragged and dropped Quantity into Field.

Numeric Range Slicer in Power BI

This way, you can create a numeric range slicer in Power BI.

How to Use the Slicer in Power BI Report

We previously created the date slicer using this date slice and two other visuals. We see how to use the slice in a Power BI

1. I created a column chart displaying the “Sum of Sale by Category.” The X-axis contains the Category, and the Y-axis contains the Sum of Sales.

Use the Slicer in Power BI

2. I also created a Table visual containing columns like Sub-Catagory, Sales, and Profit.

How to Use the Slicer in Power BI

3. Now, our report looks like this screenshot below.

How to Use the Slicer in Power BI report

4. Now select a date in the dropdown slicer.

How to Create and Use Slicers in Power BI

When selecting a date in the date slicer, the table and column chart changed.

In this way, we use a slicer in Power BI Report.

Power BI Slicer Multiple Selections

In Power BI, a slicer is a visual element that allows users to filter data in a report. Multiple Selections in the context of a Power BI slicer means that users can choose more than one option simultaneously.

Example:

We have a slicer (Product) and select multiple options such as Amarilla, Montana, etc. Now, the Power BI table has been filtered based on the multiple selections of the slicer, as shown in the screenshot below.

How to Select Multiple Values in Power BI Slicer

How to Select Multiple Values in Power BI Slicer

Now, I will tell you how to create and use the Power BI slicer with Multiple selections in the Power BI Report.

In this example, I will use the SharePoint list (Financial Sample) data shown in the screenshot below.

Power BI slicer multiple selections

1. Open the Power BI Desktop and load data using the Get data option.

power bi slicer select multiple

2. Under the Visualization panel, select Slicer.

power bi slicer multi select

3. Drag and drop the Segment into the slicer Field.

power bi slicer multiple select

To help in filtering any data in the Slicer visual, I now want to add a Table visual. The Table visual will be updated to reflect the modifications.

4. Under the visualization panel, select Table Visual, then drag and drop Product, Units Sold, Sales Price, Sales, and Profit into the Columns field.

multi selection in power BI Slicer

5. Now, To select Multiple selections from the slicer visual, select the slicer visual -> Format your visual -> Visual -> Slicer settings -> Selections. Enable Multi-select with CTRL and Make sure the single select is disabled.

Example of Power-BI slicer multiple selection

6. To select multiple selections, click “Ctrl + click.” you want to apply a filter from the slicer selections.

Here, I select Enterprise and Midmarket from the slicer selection, and then you can see the table visual change accordingly.

slicer multiple selection power bi

In this way, you create and use the Power BI slicer with Multiple selections in Power BI Desktop.

Power BI Slicer Multi-Select Without Ctrl

I will tell you how to create a multi-select Power BI slicer without ctrl on the desktop.

1. Open the Power BI Desktop and load data, then under the visualization panel, select Slicer Visual.

power bi slicer multi select without Ctrl

2. Drag and drop the Product into the slicer Field.

power bi slicer multiple select without Ctrl

Now, I want to add a Table visual, which will help when I filter any values in the Slicer visual. The changes will be reflected in the Table visual.

3. Under the visualization panel, select Table Visual, then drag and drop Product, Units Sold, Sales Price, Sales, and Profit into the Columns field.

multi selection in power BI Slicer without ctrl

4. Now select the slicer visual -> Format your visual -> Visual -> Slicer settings -> Selections -> Turn off the Single selection and turn off the Multi-select with CTRL.

Power BI slicer multiple select without ctrl example

5. Now, we can select multiple values without using the ctrl key selection in the Power BI slicer.

Power BI slicer list select multiple example

In this way, you create and use the Power BI slicer with Multiple selections without ctrl in Power BI Desktop.

How to Disable Multiple Selections in Power BI Slicer

I will explain how to disable multiple selections in the Power BI slicer.

In the above example (Power BI Slicer Multi-Select without Ctrl), select the slicer visual -> Format your visual -> Visual -> Slicer settings -> Selections -> turn on the Single select.

How to Disable Multiple Selections in Power BI Slicer

Now, the slicer allows the selection of only a single value. Attempting to select multiple values is restricted.

Disable Multiple Selections in Power BI Slicer

In this process, you can disable multiple selections in Power BI Slicer.

How to Set Default Slicer Value in Power BI

Setting a default slicer value in Power BI means choosing a predefined filter option that automatically appears when you open a report in Power BI.

How to Set Default Slicer Selection in Power BI

Here, I have a SharePoint list (Employee Leave List) that I used for this Power BI Report.

ColumnsData Types
EmployeeIDNumber
EmployeeNameSingle line of text
LeaveTypeSingle line of text
StartDateDate and time
EndDateDate and time
DurationNumber
StatusSingle line of text
power bi slicer default value

I will show you how to set the default value in the Power BI slicer.

1. Open Power BI Desktop and load data using the Get data option. Then, we can see the data set in the Data Panel.

power bi set default slicer value

2. Under the Visualizations panel, click the Slicer visual. Then, drag and drop the StartDate into the Slicer Field.

Slicer default value in Power BI

3. Then go to Format your visual pane -> Click Visual -> Click Slicer settings -> select Selection -> turn on Single select.

Power BI default slicer value

4. Now, choose an item from the dropdown of the slicer. It will appear as the default value on that visual, as shown in the screenshot below:

Power BI Slicer default value date and time

This way, you can set a default date for Power BI Slicer.

Set Default Slicer Current Month in Power BI

Now we see how to show a current month as a default value in Power BI Slicer.

1. Open the Power BI Desktop and load data using the Get data option. Then, under the Home tab, click Transform data.

Set Default Slicer Value to Current Month in Power BI

2. Then in the Power query editor page, go to Add column -> Custom column.

A Custom Column page will appear. We have to give the name and put the formula below, then click OK:

Date.MonthName( DateTime.LocalNow() )   
Power BI Slicer default value current month

3. Now, you can see that one column (CurrentMonth) has been added. In my case, the row shows ‘December,’ corresponding to my local system date. Check the screenshot below.

Current month default selection in Slicers

4. Click on the Home tab -> select Close & Apply. Then, in the Visualizations panel, click on ‘Slicer’ and drag ‘CurrentMonth’ into the slicer.

Slicer to select current month as default

In this way, you can set the current month as the default value in a Power BI Slicer.

Set Default Slicer Current Date and time in Power BI

Now, let’s explore how to set the default slicer to the current date and time in Power BI

1. Open the report View under the Home tab ->click Transform Data

Set Default Slicer Value to Date and time in Power BI

2. Then in the Power query editor page, go to Add column -> Custom column.

A Custom Column page will appear. We have to give the name and put the formula below, then click OK:

DateTime.LocalNow()
power bi slicer default to most recent date

Now you see a new column(i.e., Current Date & Time) added to the data model.

3. Click on the Home tab -> select Close & Apply. Then, click ‘Slicer’ in the Visualizations panel and drag the Current Date & Time into the slicer.

How to Set Default Slicer selection to Current Date and Time.

4. Go to Format your visual  -> click Visual -> click Slicer settings -> click Selection -> turn on Single select.

Set Slicer to Date and Time in Power BI

You can do Power BI Slicer default value Current Date time.

Power BI Hierarchy Slicer Multiple Selections

Now, I will tell you how to create a Power BI hierarchy slicer with multiple selections in simple steps.

In this example, we will create a hierarchy slicer consisting of a Product Name and Segment. We will filter multiple data sets by making multiple selections within the hierarchy slicer.

1. Open Power BI Desktop, load the data using the ‘Get Data’ option, and you will be able to view the data in the Data panel.

Power BI hierarchy slicer multiple selection

2. Under the Visualizations panel, select Slicer and drag Product and Segment into the Slicer field.

hierarchy slicer dropdown in power bi

3. Under the visualization panel, select Table Visual, then drag and drop Product, Units Sold, Sales Price, Sales, and Profit into the Columns field.

Power BI hierarchy slicer dropdown

4. Select the values you want to filter from the hierarchy slicer selections.

Power BI Hierarchy Slicer Multiple Selections

In this way, you can Power BI Hierarchy Slicer Multiple Selections.

Power BI Slicer Formatting

After creating and using the slicer in Power BI, we can also use various formatting options in the slicer to make it more attractive.

Here are two types of Formatting in the slicer visualizations, i.e., visual formatting and general formatting.

Slicer Formatting

The table below shows the formatting option names and their resulting images for reference.

VisualGeneral
1. Slicer setting Slicer setting in power bi1. Properties Propertied Formatting
2. Slicer header Slicer header formatting2. Title Title Formatting
3. Value Value Formatting3. Effects Effects in Power BI Slicer
4. Slider Slider Formatting4. Header icons Header Icons formatting in Power BI Slicer
5. Alt text Alt text formatting in Power BI Slicer

Power BI Filter Measure by Slicer

In this example, we will see how to filter measures by slicer in Power BI.

Suppose you have a Power BI table named “Sales Data” with three columns: Customer, Sales (2022), and Sales (2023). and you want to compare the sales values this year and the previous year.

To do this, follow the below steps:

1. Open Power BI Desktop. Under the Home tab, click Enter Data.

power bi Filter measure in slicer

2. In the Create Table dialog box, create the below table.

Filter Measure by Slicer in power bi

3. Under the Home tab, click on the New measure.

power bi filter measure based on slicer

4. In the formula bar, use the expression below to compare the sales value. Then click Commit.

Sales Status = 
Var Sales_2022 = SUM('Sales Data'[Sales(2022)])
Var Sales_2023 = SUM('Sales Data'[Sales(2023)])
RETURN
    SWITCH(
        TRUE(),
        Sales_2022 = 0 && Sales_2023 <> 0,"New Customer",
        Sales_2022 < Sales_2023,"Increased Sales",
        Sales_2022 > Sales_2023,"Decreased Sales",
        "No Change")

Where:

  • Sales Status = Name of the Measure
  • Sales Data = Name of the Table
  • Sales(2022),Sales(2023) = Columns Name
  • SWITCH = DAX Function
power bi measure filter based on slicer selection

5. Then you see the Data pane Sales Status created. Under the Visualizations pane, click on the Table visual and drag Customer, Sales(2022), Sales(2023), and Sales Status in the Column field.

slicer measure power bi

Here, we can not add measure to the slicer, but we can do it another way. To do this, follow the below steps.

1. Under the Home tab, click Enter Data.

power bi Filter measure in slicer

2. In the Create Table dialog box, create the table below.

slicer by measure power bi

3. Goto Table view -> select Selection column -> under the Column tools tab, click Sort by column -> select Order.

power bi filter measure based on slicer value

4. Under the Visualizations pane, click on the Slicer visual and drag Selection into Field.

power bi slicer based on measure

When selecting any item in the slicer, you see it not change in the table visual, but we can do it with the help of a filter. To do this, follow the below steps.

1. Under the Home tab, click on the New measure.

power bi filter measure based on slicer

2. In the formula bar, put the below expression. Then click Commit.

Filter Status = 
VAR Current_Selection = SELECTEDVALUE('Sales Class'[Selection])
Var Current_Class = [Sales Status]
RETURN
    SWITCH(
        TRUE(),
        Current_Selection ="New Customer" && Current_Class = "New Customer",1,
        Current_Selection ="Decreased Sales" && Current_Class = "Decreased Sales",1,
        Current_Selection ="Increased Sales" && Current_Class = "Increased Sales",1,
        Current_Selection ="No Change" && Current_Class = "No Change",1,
        Current_Selection ="All Customer",1,
        0
        )
power bi slicer on Filter measure

3. Select the Table visual -> Expand Filters pane -> Drag Filter Status into Filter on this visual -> select Show items when the value is as is -> In the value field, put 1 -> click Apply filter.

filter measure by Power BI slicer

4. Now, the slicer works on the table visually. Lets you want to see only Increased Sales. Click Increased Sales in the slicer.

power bi filter slicer with measure

5. if you want to see All Customer sales status, click All Customer in the Power BI slicer.

Power BI Filter Measure by Slicer

This is how to use this measure in a Power BI.

Advantages of Power BI Slicer

  • Power BI slicers make filtering data in our reports simple. Just click to choose what you want to see.
  • They provide a fast way to analyze and focus on specific details without complex commands.
  • Slicers are improving the overall experience of interacting with our data.

Limitations of Power BI Slicer

  • Each slicer can filter data based on a single field only.
  • We can’t pin a slicer to a dashboard in Power BI Service.
  • Slicer can’t support drill mode on the Power BI Desktop.
  • Range slicers don’t support selecting multiple ranges selection.

How to Add Search Bar to Slicer in Power BI

Suppose we have a list of cities in a slicer and want to focus on a particular city (New York). In such cases, the search bar becomes useful.

How to Add Search Bar to Slicer in Power BI

Here is the SharePoint list and the data type I use for this example. See the screenshot below:

ColumnsData Types
Order DateDate and time
CitySingle line of text
ProductSingle line of text
PriceCurrency
how to add search bar in power bi

Now, we will see how to add a search bar to the slicer in Power BI in Simple steps.

1. Open Power BI Desktop and load the data using the Get data option. Then, we can see the data set in the Data Panel.

power bi slicer search bar

2. Under the Visualizations panel, click the Slicer visual.

Search Bar in Power BI Slicer

3. Then drag and drop the city into Slicer Field.

Power BI searchable Slicer

Now, we add a Map, which will help when we filter any values in a Slicer visual. The changes will be reflected in the Map.

4. Under the Visualizations panel, click the map visual. Then drag City into the Location field, Product into the Legend field, and Price into the Bubble size field.

How do we search in the Slicer

5. Now, we add a search bar to the slicer. To do this, select the Slicer -> top of visual, click 3 dot() -> Select Search option.

Power BI Slicer Adding Search Button

Also, we can add a search box to the slicer by clicking “ctrl+f.”

6. We can see a search bar added to the slicer visual.

Quick Tip Adding Search to the Power BI Slicer

This way, you can add a search box to the Power BI Slicer visual.

How to Remove Search Bar in Power BI Slicer

Now we see how to remove the search bar from the slicer in Power BI.

1. I how you follow the above 6 steps to add a search bar to the slicer in Power BI.

Remove Search Bar to Slicer in Power BI

2. Then select the Slicer -> click the 3 dots() -> click Search.

How to Remove Search Bar to Slicer in Power BI

Also, we can remove a search box from the slicer by clicking “ctrl+f.”

3. Now, you can see the search box removed from the Slicer.

In Power BI Remove Search Bar to Slicer

You can remove the search box from Power BI Slicer Visual in these steps.

How to Sort Slicer in Power BI

When we create a Power BI Slicer, you must see, by default, that it is sorted by ascending order, but we can change it in simple steps.

How to Sort Slicer in Power BI

The screenshot below represents a SharePoint list [Financial Sample] that I used for this Power BI Slicer.

ColumnsData Types
Month NameSingle line of text
SegmentSingle line of text
CountrySingle line of text
ProductSingle line of text
SalesCurrency
ProfitCurrency
How to Sort Slicer in Power BI

Now, we will see how to sort the slicer in Power BI in simple steps.

1. Open Power BI Desktop and load the data using the Get data option. Then, we can see the data set in the Data Panel.

power bi slicer sort order

2. Under the Visualizations panel, click the Slicer visual.

power bi sort slicer

3. Then drag and drop the Product into the Slicer Field.

Power BI slicer sort descending

4. Select the slicer and select the 3 dots () in the top right corner -> click Sort axis -> click Sort descending.

how to sort slicer in power bi desktop

This way, you can sort the slicer in descending/ascending order in Power BI.

How the Sort Slicer Value is Based on the Numeric Value in Power BI

Now, let’s create a numeric value slicer and explore how the slicer values are sorted based on the numeric value in the Power BI Report

1. Under the Visualizations panel, click the Slicer visual.

Sort Slicer Values by Number

2. Then drag and drop the Sales into the Slicer Field.

Sort slicer value based on the numeric Value

3. Select Slicer -> click Format your visual -> click Visual -> click Slicer settings -> In the drop-down, select Vertical list.

How to sort numeric slicer in power bi

4. Select the slicer and select the 3 dots () in the top right corner -> click Sort axis -> click Sort descending.

sort slicer in power bi desktop

This way, you can sort numeric value slicer in descending or ascending order in Power BI.

Sync Slicers in Power BI

A Sync Slicer is like a teamwork tool in Power BI. It enables you to link several slicers in various sections of your report so that, upon selecting one, the remaining slicers will instantly adopt the same value. To put it another way, they act similarly.

For example:

In Power BI, We have two same slicers (Segment) and two same tables. When I select a value (Consumer) from one slicer, the other slicer automatically selects Consumer.

Similarly, when a user selects any value from the Power BI slicer, all the visuals [on the same page] will filter accordingly as per the user selection.

How to Sync Slicers in Power BI

This SharePoint list is connected to the Power BI desktop. You can see the Sharepoint list screenshot below.

ColumnsData Types
SegmentSingle line of text
CountrySingle line of text
ProductSingle line of text
Units SoldNumber
Manufacturing PriceNumber
Sale PriceCurrency
ProfitCurrency
SalesCurrency
Power bi sync slicers pane

How to Sync Slicers in Power BI

Now, I will tell you how to create a sync slicer in Power BI in simple steps:

1. Open Power BI Desktop and load data using the Get data options, then the data set shows in the Data panel.

Power bi sync slicers

2. I want to create two slicers with the same value here. To do this, under the Visualization panel, click on Slicer and then drag Country into the Slicer. Again, make a duplicate slicer using ctrl+c and ctrl+v on the same page.

how to sync slicers in power bi on same page

3. Select the View tab and click Sync slicers.

Enable the Sync Slicers feature in Power BI

4. In the middle of the Visualizations and Filter panels, the Sync slicer pane gets created in the Power BI Desktop.

Sync Two different slicers in power bi

5. When you select a slicer, you can see some properties and advanced options on the right side of the Sync slicer panel. Check in the screenshot below.

power bi sync slicer visuals

6. Next, check the sync option for the Page 1. Then you can see the Advanced options automatically take the group name as Country.

How to Sync Two Slicers on the Same Page in Power BI

7. Then select another slicer -> check the Sync option. In the Advanced options, automatically take the group name as Country 1, then give the group name as Country.

Microsoft power bi sync slicers advanced options

8. Once you sync the slicers, select the data from the slicer, and you will see another slicer automatically select this same data. In my case, I am selecting France; then another slicer automatically selects France.

Create a Sync Slicer in Power BI

In this way, we can Sync Slicers in Power BI.

How to Sync a Slicer Across Multiple Pages in Power BI

Here, I will tell you how to sync a slicer across multiple pages in Power BI.

I have a Sharepoint list (Supermart) with Order Date, Customer Name, Segment, State, Product Name, Sales, Profit, and Quantity(with different data types). Check out the screenshot below.

ColumnsData Types
Order DateDate and time
Customer NameSingle line of text
SegmentSingle line of text
StateSingle line of text
Product Name Single line of text
SalesCurrency
ProfitCurrency
QuantityNumber
Power bi sync slicers across pages


Using this SharePoint List, I have created two Power BI reports, namely Page 1 and Page 2.

Page 1 contains a column chart, a slicer, a pie chart, a donut chart, and a table visual. Check the screenshot below.

power bi apply slicer to all page visuals

Page 2 consists of the same slicer, one map, one table visual, and one bar chart. Check the screenshot below.

power bi sync visuals across pages

In this scenario, we must sync slicers, enabling more effective analysis. This means that when you filter using one slicer, Pages 1 and 2 will be filtered accordingly.

Now I will tell you how to achieve our requirements in simple steps.

1. Now, I hope you created a two-page report.

Microsoft power bi sync slicers on different pages

2. Select the Slicer (Order Date) -> View tab -> click Sync Slicers.

power bi sync multiple slicers

3. In the Sync slicer panel, under the sync icon, check the box, expand the Advanced option, and provide the group name. In my case, I am given the name Order Date.

sync multiple slicers in power bi

4. Now, our sync slicers across multiple pages are completed. To check this, you can filter the pages in the report, so, in my case, I selected 12/05/2016 in the Page 1 Slicer.

sync multiple slicers power bi

5. Page 2 automatically filtered. Check in the screenshot below.

How to Sync a Slicer Across Multiple Pages in Power BI

In this process, you can sync a slicer across multiple pages in Power BI.

How to Sort Month Names in Power BI Slicer

Sorting month names in a Power BI slicer can be helpful for organizing data in chronological order. Now, let’s see how to sort month names in a Power BI slicer.

Scenario:

You have sales data for different months. Sorting the months in the slicer allows you to easily select and analyze data for specific months, making it simpler to understand trends and patterns over time.

According to this scenario, we have a SharePoint list named Financial Sample that contains the following columns with various data types:

ColumnsData Types
Month NameSingle line of text
SegmentSingle line of text
CountrySingle line of text
ProductSingle line of text
SalesCurrency
ProfitCurrency
How to Sort Slicer in Power BI

Follow the below steps to sort month names in the Power BI slicer:

1. Open Power BI Desktop and load data using the Get data option. Then, we can see the data set in the Data Panel.

sort month slicer in power bi

2. Under the Home tab, expand Visual gallery (black box) -> Click the Slicer visual.

power bi slicer sort months in order

3. Then, use the +Add data option to add the Month Name into the Field.

How to Sort Month Names in Power BI Slicer

4. Select the slicer and select the three dots () in the top right corner -> click Sort axis -> click Sort descending.

slicer sort months order in power bi

This way, you can sort the months in descending/ascending order in a Power BI slicer.

Power BI Sort Month Name Chronologically in Slicer

Now, let’s see how to sort months in chronological order in the Power BI slicer.

Scenario:

You are analyzing sales data in Power BI and want to use a slicer to filter sales by month. By sorting the month names chronologically in the slicer, you can help users quickly find and select specific months, making it easier to track sales trends over time.

How to Sort Months in Chronological order in Power BI Slicer

I hope you have loaded the data and are ready to follow the steps below to sort month names chronologically in a Power BI slicer.

To sort month names chronologically in a Power BI slicer, we’ll need to arrange custom orders within the Power BI slicer. To do this, follow the below steps:

1. Under the Home tab, click Enter data.

sort months chronologically in Power BI Slicer

2. After that, you will see a window (Create Table) where you can use the ‘+’ symbols to add new columns and rows. Next, input the data into the table. Once you’ve added the necessary data, give a name to the table (Custom List), and finally, click on the “Load” button.

How to sort months chronologically in Power BI

3. After that, go to Table view -> Select Month column -> Click on Sort by column from the top ribbon -> Select Month Number.

rearrange month names in a slicer

4. Click on Model view -> Manage relationships from the top ribbon.

how to custom sort slicer in power bi

5. In the “Create relationship” dialog box, select the original table and choose the column you want to sort, which in my case is Month Name. Ensure the “Cardinality” is set to Many to One, then click OK.

custom sort slicer in power bi

6. Goto Repoet view, under the Home tab, expand Visual gallery (black box) -> Click the Slicer visual.

power bi slicer sort months in order

7. Then, use the +Add data option to add the Month into the Field. Check the screenshot below.

Sort a Column with a Custom Order in Power BI

8. After that, the month name is sorted chronologically in the Power BI slicer.

Power BI Sort Month Name Chronologically in Slicer

This way, you can easily sort chronologically in the Power BI slicer.

Power BI Sort Slicer By Quarter Name

Here, I will demonstrate how to sort the slicer by quarter name in Power BI.

Power BI Desktop Sort Slicer By Quarter Name

For this example, we have a SharePoint list named Employee Leave List that contains the following columns with various data types:

ColumnsData Types
EmployeeIDNumber
EmployeeNameSingle line of text
LeaveTypeSingle line of text
StartDateDate and time
EndDateDate and time
DurationNumber
StatusSingle line of text
Display and sort slicer quarter name in power BI

Follow the below steps to sort the slicer by quarter name in Power BI.

1. Open Power BI Desktop and load data using the Get data option. Then, we can see the data set in the Data Panel.

power bi slicer sort quarter descending

2. Under the Home tab, expand Visual gallery (black box) -> Click the Slicer visual. Then, use the +Add data option to add the StartDate into the Field.

power bi slicer sort quarter

If you observe, the quarter name is not present in the dataset. Therefore, we’ll create a calculated new column that calculates the quarter name, and then we’ll sort this quarter name.

3. Select Table view -> Click New column.

Power BI Date Slicer by quarter

4. Then, in the formula bar, input the following formula:

QuarterName = 'Employee Leave List'[StartDate].[Quarter]

Where:

  • QuarterName = This is the name given to a new column we create in our dataset.
  • Employee Leave List‘ = This refers to the table from which we are retrieving the data.
  • [StartDate] = This refers to a column in our dataset.
  • [Quarter] = It calculates the quarter for each date in the “StartDate” column and stores it in the new “QuarterName” column.
Power BI Slicer sort by quarter

5. Under the Home tab, expand Visual gallery (black box) -> Click the Slicer visual. Then, use the +Add data option to add the QuarterName into the Field.

Power BI Sort Slicer By Quarter Name

6. To sort the quarter, select the Slicer -> Click 3 dots(…) -> Sot axis -> Sort descending

Display And Sort A Slicer Control By Month Or Quarter Name

This method allows you to sort the slicer by quarter name in Power BI.

Conclusion

We learned all about Power BI Slicer from this above Power BI tutorial. We discussed what a slicer is, how to add a slicer in Power BI, and explored Date Slicer and Number Slicer.

Also, we learned how to use the slicer and Power BI Slicer Formatting, the advantages of the Power BI Slicer, and discussed the limitations of the Power BI slicer.

Additionally, you may like some more Power BI tutorials: