Introduction:
Settings in Power BI allow you to define parameters for filtering data, such as currency and accounts, used in dashboards. While typical settings are implemented on the Power Query side, dataset side, or Excel spreadsheets on SharePoint, they often lack flexibility for end users to modify them. This article presents a practical solution to make settings available within Power BI, enabling users to customize their filtering preferences.
Requirement:
As an example, we'll focus on specifying the currencies and accounts to be used as basic filters for slicers and fact tables like transactions.
Analysis:
To implement these settings effectively, we need to address two challenges: 1) making filtered dimensions, such as currency and account, available on each page where the settings are located, and 2) ensuring that the filtered data influences both slicers and visuals.
Solution:
Although Power BI doesn't offer a direct method to create such solutions, we can employ a workaround. By synchronizing settings across all pages, we can ensure that filtered data is present on each page. Additionally, we can create independent dimensions that serve as filters for slicers in real-time, as well as filter facts using both real slicers and settings.
Implementation:
Step 1: Create two separate dimensions, namely currencyList and AccountList, in the background.
Step 2: Develop a dedicated settings page that incorporates both currencyList and AccountList. It's crucial to synchronize the settings across all pages.
Step 3: Apply filters to each real slicer using the following approach:
Step 4: Establish a connection between the fact table and AccountList. This ensures that when no selection is made in the real slicers, the default AccountList values will be used for all calculations.
By following these steps, you can enable custom settings in Power BI, empowering end users to define their desired filtering options for enhanced data exploration and analysis.
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