Page-level filters in Power BI - Real Business Scenario

Scenario Mode

👤 Your Role: You are a sales analyst at a retail company.

📋 Request: Your manager wants a sales report where users can see sales data filtered by product category on each report page separately.

📊 Data: You have sales data including Date, Product Category, Product Name, Region, and Sales Amount.

🎯 Deliverable: Create a Power BI report with two pages. Each page should have a page-level filter for Product Category to show sales data only for the selected category on that page.

Sample Data

Date	Product Category	Product Name	Region	Sales Amount
2024-01-05	Electronics	Smartphone	North	500
2024-01-10	Electronics	Laptop	South	700
2024-01-15	Furniture	Desk	East	300
2024-01-20	Furniture	Chair	West	150
2024-01-25	Clothing	T-Shirt	North	100
2024-01-30	Clothing	Jeans	South	200
2024-02-05	Electronics	Tablet	East	400
2024-02-10	Furniture	Sofa	West	800
2024-02-15	Clothing	Jacket	North	250
2024-02-20	Electronics	Camera	South	350

1

Step 1: Load the sales data into Power BI Desktop by importing the table with columns Date, Product Category, Product Name, Region, and Sales Amount.

Use 'Get Data' > 'Excel' or 'CSV' depending on your file format, then load the data.

Expected Result

Sales data is loaded and visible in the Fields pane.

2

Step 2: Create a new report page named 'Electronics Sales'.

Click the '+' icon at the bottom to add a new page and rename it to 'Electronics Sales'.

Expected Result

A new blank report page named 'Electronics Sales' is created.

3

Step 3: Add a page-level filter for 'Product Category' on the 'Electronics Sales' page and select only 'Electronics'.

In the Filters pane, drag 'Product Category' to 'Filters on this page', then select only 'Electronics'.

Expected Result

The page filter restricts data to only 'Electronics' products on this page.

4

Step 4: Add a visual on the 'Electronics Sales' page showing total sales by Product Name.

Insert a bar chart visual. Set Axis = Product Name, Values = sum of Sales Amount.

Expected Result

Bar chart shows sales amounts for Electronics products only.

5

Step 5: Create a second report page named 'Furniture Sales'.

Add a new page and rename it to 'Furniture Sales'.

Expected Result

A new blank report page named 'Furniture Sales' is created.

6

Step 6: Add a page-level filter for 'Product Category' on the 'Furniture Sales' page and select only 'Furniture'.

Drag 'Product Category' to 'Filters on this page' and select only 'Furniture'.

Expected Result

The page filter restricts data to only 'Furniture' products on this page.

7

Step 7: Add a visual on the 'Furniture Sales' page showing total sales by Region.

Insert a column chart visual. Set Axis = Region, Values = sum of Sales Amount.

Expected Result

Column chart shows sales amounts for Furniture products by region.

8

Step 8: Test the report by switching between pages and verifying that each page shows data only for its filtered Product Category.

Navigate between 'Electronics Sales' and 'Furniture Sales' pages and observe visuals.

Expected Result

Each page shows sales data only for the selected product category due to page-level filters.

Final Result

Bar Chart: Product Name vs Sales Amount

↓

Column Chart: Region vs Sales Amount

✓Page-level filters allow each report page to focus on a specific product category.

✓Electronics sales are strong in North and South regions.

✓Furniture sales are highest in the West region.

Bonus Challenge

Add a third report page with a page-level filter for 'Clothing' and create a line chart showing sales trends over time.

Show Hint

Use the Date column on the X-axis and sum of Sales Amount on the Y-axis. Apply the page-level filter for 'Clothing'.