Your VP of Sales wants to be able to look at a number of metrics, for the entire division and for each individual District Manager. She could create a separate report page for each manager, or she could use a slicer. A slicer narrows the portion of the dataset shown in the other visualizations on the page. Slicers are an alternate way of filtering.
Slicers are a great choice in the following situations.
To display commonly-used or important filters on the report canvas for easier access.
To make it easier to see the current filtered state without having to open a drop-down list to find the filtering details.
When you want to hide columns you don't need but still be able to use them to filter - this makes for narrower, cleaner tables.
To create more focused reports - since slicers are floating objects you can put them next to the interesting part of the report you want your users to focus on.
From the Fields pane, select District > District Manager.
Convert the visualization to a slicer. In the Visualizations pane, select the slicer icon.
With the slicer selected, in the Visualizations pane, select the paint roller icon to display the Format options.
Select General > Outline color and choose dark blue and change the Weight to 6.
Under Selection Controls, by default, Select All is Off and Single Select is On. This means that I have to use the CTRL key to select more than one name at a time. Turn Select All to On and Single Select to Off.
Under Items, increase the text size to 14pt. We want to be sure that our colleagues notice this slicer.
Lastly, set Font color to a dark red. This will distinguish the selected names from the unselected names in our slicer.
Have fun exploring the other options available for slicers.
Add some additional visualizations to the report page or open the Retail Analysis sample report and select the District Monthly Sales tab.
Slice the report page for Carlos. Notice how the other visualizations update to reflect these selections.
Sort the slicer alphabetically by District Manager last name. Select the ellipses (...) in the top right corner of the slicer and choose District Manager.
Do you want the slicer to only filter some of the visuals on the report page? Use the Visual interactions control to set this up.
NOTE: If you don't see Visual Interactions, look for its icon instead . If you don't see either, make sure you are in report Editing view.
Select the slicer to make it active and, from the menu bar, choose Visual interactions.
Filter controls will appear above all the other visuals on the page. If the slicer should filter a visual, select the Filter icon. If the slicer should have no effect on the visual, select the None icon.
For more information, see Visual interactions in a Power BI report.
There are a few limitations to using slicers in Power BI, which are the following:
Slicers do not support input fields.
A single slicer cannot be used across an entire report. A slicer only impacts the current page.
Slicers cannot be pinned to a dashboard.
Drilldown is not supported for slicers.
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