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 the slicer, and the limitations of the slicer in Power BI with various examples.
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.
Below is the SharePoint list we will use to create a Power BI Slicer.
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.
2. Under the Visualization panel, click the Slicer visual.
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.
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:
- Date Slicer in Power BI
- 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).
2. Now drag and drop Order Date into Field.
3. A calendar dialog box opens When we click on the calendar icon. Here, we can change the date manually.
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.
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.
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.
2. I also created a Table visual containing columns like Sub-Catagory, Sales, and Profit.
3. Now, our report looks like this screenshot below.
4. Now select a date in the dropdown slicer.
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 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.
The table below shows the formatting option names and their resulting images for reference.
|1. Slicer setting
|2. Slicer header
|4. Header icons
|5. Alt text
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.
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:
- How to Export Power BI to Excel
- Power BI Stacked Bar Chart Sorted by Value
- Combine Two Tables in Power BI
- Create a Table in Power BI
- Remove Duplicate Rows in Power BI
Preeti Sahu is an expert in Power Apps and has more than 6 years of experience working with SharePoint and the Power Platform. As a Power Platform expert for Power BI, Power Apps, Power Automate, Power Virtual Agents, and Power Pages, she is currently employed with TSinfo Technologies. She is the author of the book Microsoft Power Platform A Deep Dive. She also made a big technical contribution to SharePointDotNet.com in the form of articles on the Power Platform. She enjoys traveling and spending time with her family in her spare time.