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Installation Guides​

Installation guides contain the installation process and instructions for Filter. Please note that the installation process is the same across all the visuals. You can see the user guide here.

Setup

After installing the Powerviz Filter visual in Power BI, follow these steps to set up your first filter:

Step 1: Add the Filter to the Canvas:

• Select and drag the Powerviz Filter from the visualization pane to the canvas.

Step 2: Configure the Filter:

• Drag and drop the desired data column into the Filter field to open the setup screen.

• Choose your preferred filter settings, including filter type, display mode, and any other customization options.

If you prefer to skip the setup process, click the "X" icon in the top-right corner.

Step 3: Finalize and Apply:

• Once you've configured your preferences, the new filter will appear on the canvas.

Field Requirements -

• Category

• Value

• Default Selection

• Image Data

• Tooltip

• Title

Category:

[Compulsory] This field is essential for rendering the visual. The user must provide category data here to ensure the filter functions correctly.

Value:

[Optional] Users can include numerical data in this field to enhance the filter's usability and provide additional information.

Default Selection -

[Optional] Accepts a boolean (0/1) type column or measure where 1 is true and 0 is false. This field allows multiple columns, but you can keep only one of them as the default selection.

Use the below steps to add a custom default selection column.

• Create a new measure or calculated column using the provided DAX formula. Enter 1 for default selection values and 0 for others.

SampleMeasure = 
VAR _category = MIN('Categories'[Category])
VAR Result = 
    IF(
        _category = BLANK(), 
        BLANK(), 
        SWITCH(
            TRUE(),
            _category = "Category1", 1,   // 1 for selected category
            _category = "Category2", 1,   // 1 for selected category
            0                              // 0 for other categories
        )
    )
RETURN
    Result

• Drag this column into the default selection field.

• Go to the default selection option in advanced settings.

• Select “based on field” from the dropdown.

• Hit Apply.

• Result: This value will always stay selected by default.

IMPORTANT NOTES

• Ensure that the custom column or measure is of numeric type (0/1).

• Avoid using count and count distinct as aggregation types for columns, as they will display a count of all rows as 1.

Read this section to learn how to add a default selection.

Image Data

[Optional] To use the image styling feature, you need to drag a Base64 URL image field into the Image Data Bucket.

Tooltip

[Optional] Users can provide data in either numerical or text format for the tooltip. This data will be displayed when users hover over items in the visual, offering additional context or information

Title

[Optional] To enable a dynamic title in your visual, the user can create and provide a measure that determines the title based on the selected filters or data. This measure will dynamically update the title according to the current state of the visual.

DynamicTitle = 
VAR SelectedCategory = SELECTEDVALUE('Categories'[Category], "Default Title")
RETURN 
    "Current Selection: " & SelectedCategory