Page-level filters in Power BI - Dashboard Guide

Dashboard Mode - Page-level filters

Business Question

How do sales and profit vary by product category and region, and how can we focus analysis on a specific year using page-level filters?

Sample Data

OrderID	ProductCategory	Region	Year	Sales	Profit
1001	Furniture	East	2023	200	50
1002	Technology	West	2023	300	80
1003	Office Supplies	East	2022	150	30
1004	Furniture	West	2022	400	100
1005	Technology	East	2023	250	70
1006	Office Supplies	West	2023	100	20
1007	Furniture	East	2022	300	60

Dashboard Components

KPI Card: Total Sales

Formula: Total Sales = SUM(SalesData[Sales])

Shows the sum of sales for the filtered data.

KPI Card: Total Profit

Formula: Total Profit = SUM(SalesData[Profit])

Shows the sum of profit for the filtered data.

Bar Chart: Sales by Product Category

X-axis: ProductCategory

Y-axis: Total Sales (using SUM(SalesData[Sales]))

Shows sales distribution across product categories.

Table: Sales and Profit by Region

Columns: Region, Total Sales, Total Profit

Measures:

• Total Sales = SUM(SalesData[Sales])
• Total Profit = SUM(SalesData[Profit])

Shows sales and profit summarized by region.

Page-level Filter: Year

Filter on Year column to select one or multiple years.

This filter applies to all components on the page, limiting data to the selected year(s).

Dashboard Layout

+----------------------+----------------------+
|   Total Sales (KPI)  |  Total Profit (KPI)  |
+----------------------+----------------------+
|                                              |
|      Bar Chart: Sales by Product Category    |
|                                              |
+----------------------+----------------------+
|          Table: Sales and Profit by Region           |
+-----------------------------------------------------+
| Page-level Filter: Year (applies to whole page)     |
+-----------------------------------------------------+
    

Interactivity

The page-level filter on Year controls all visuals on the page.

When you select a year (e.g., 2023), the KPI cards, bar chart, and table update to show data only for that year.

This helps focus analysis on a specific time period without changing each visual individually.

Self Check

If you set the page-level filter to Year = 2022, which components update and what data do they show?

• All components update: KPI cards, bar chart, and table.
• Total Sales KPI: Sum of sales for 2022 rows (150 + 400 + 300 = 850).
• Total Profit KPI: Sum of profit for 2022 rows (30 + 100 + 60 = 190).
• Bar Chart: Sales by product category for 2022 only.
• Table: Sales and profit by region for 2022 only.

Key Result

Dashboard showing sales and profit by product category and region, filtered by year using a page-level filter.