7. Slicers

Overview

Slicers provide a convenient interactive tool that lets your report viewers filter the data quickly. We’ll learn about slicers in detail in this lesson.

Summary

Slicers

  • Slicers let users easily filter the data and quickly see the effect on multiple visualizations
  • By default, slicers affect all the charts on the current page
  • You can add multiple slicers to a single page
  • Slicers can be useful in viewing a manageable subset of a large dataset

Formatting Slicers

  • You can change the type of slicer, for example from a list to a dropdown
  • The types of slicer depend on the data type of the field being filtered
  • The Select All option provides and option to select all the possible values in the slicer
  • Single Select allows the user to select only a single value at a time from the slicer

Transcript

In the first course we saw some of the power of slicers. Slicers give you the ability to quickly filter your visualizations in a way that easy for viewers to use and understand.

In this lesson, we'll look at slicers in more detail.

We would like to see our revenues by state, but would also like to review the performance of individual sales people.

To do this, we'll create a bar chart and then add the revenue and state fields.

This chart shows total revenue by state. However, the current formatting isn't great. We'll enlarge the chart and sort by revenue.

To analyze by sales person, we'll add a slicer and add the sales person field.

Now when we select an individual sales person we only the see the revenue by state for that specific individual.

If we hover the mouse over the slicer, we see a small arrow appear in the top right.

By selecting this arrow, we can change the type of slicer.

Let's change this slicer from a list to a drop down.

This format is useful if you don't have a lot of space to spare on your reports.

Other types of data, such as numeric or date data offer different types of slicers.

We'll switch the slicer back to list.

If we navigate to the format tab in the visualizations pane, we'll find two formatting options, specific to slicers, under selection controls.

The first is select all.

This adds a select all option to the top of our list of sales people.

This is really helpful for selecting a large portion of the slicer options available.

In this scenario we can use select all, and then, unselect the sales people we don't want to consider.

The second option is single select.

Single select requires you to select just one sales person at a time.

Turning it off, allows us to select multiple sales people at once.

Note that with even single select on, users can still actually select multiple items. They can either hold control and click the items they want or use select all and unselect the items the don't want to consider, as we just saw. One advantage of slicers is that you can add multiple slicers to the same page.

Let's add a second slicer for region.

We can now make selections from both slicers at the same time.

For example, let's look at revenue by state for Haraway in the Midwest Region.

Know that slicers apply to all visuals on a page.

We'll demonstrate this by unselecting all our slicer selections, and adding a second chart.

Let's say we want to look at the number of users by city sliced by sales person and region.

This would give us an idea of whether our sales people are concentrating their efforts in specific cities or covering a larger area.

We'll add a new bar chart with the users and city fields.

We'll fit the chart into the blank area on the bottom right of the canvas, and sort by users.

With no slicer selected, we can see this new chart is very long.

As we select options from both slicers, we can see that both visuals now update automatically considerable narrowing the number of cities in our analysis.

As we can see, slicers are a powerful tool when creating reports and dashboards.

They allow users to quickly and easily drill down into data and obtain insights even from large data sets.

In the next lesson, we'll look at another way we can focus on a specific section of a data set, by using filters.

Dashboards and Visualizations
Introduction to Visualizations in Power BI

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