Report-level filters in Power BI - Dashboard Guide

Dashboard Mode - Report-level filters

Business Question

How can we see sales performance across all regions and products, but focus the entire report on a specific year using a report-level filter?

Sample Data

OrderID	Year	Region	Product	Sales
1001	2022	East	Widget	150
1002	2022	West	Gadget	200
1003	2023	East	Widget	300
1004	2023	West	Gadget	250
1005	2023	North	Widget	100
1006	2022	North	Gadget	180

Dashboard Components

KPI Card: Total Sales

Shows total sales for the selected year (filtered by report-level filter).

DAX Measure: Total Sales = SUM(Sales[Sales])

Example Result (Year 2023): 650

Bar Chart: Sales by Region

Displays sales grouped by region for the selected year.

X-axis: Region

Y-axis: Total Sales (using Total Sales measure)

Example Data Points (Year 2023): East: 300, West: 250, North: 100

Table: Sales by Product

Lists sales totals by product for the selected year.

Columns: Product, Total Sales

Example Rows (Year 2023): Widget: 400, Gadget: 250

Dashboard Layout

+----------------------+----------------------+
|      Total Sales      |   Sales by Region    |
|       (KPI Card)      |      (Bar Chart)     |
+----------------------+----------------------+
|               Sales by Product Table             |
+-------------------------------------------------+
    

Interactivity

The report-level filter is set on the Year field. When you select a year (for example, 2023), all components update to show data only for that year.

• The Total Sales KPI card recalculates sales sum for the selected year.
• The Sales by Region bar chart shows sales only for regions in the selected year.
• The Sales by Product table lists sales totals for products sold in the selected year.

This filter applies to the entire report, so no other slicers or filters are needed to focus on the year.

Self Check

Question: If you change the report-level filter to Year = 2022, which components update and what happens?

Answer: All components update to show data only for 2022. For example, Total Sales becomes 530 (150+200+180), Sales by Region shows East: 150, West: 200, North: 180, and Sales by Product shows Widget: 150, Gadget: 380.

Key Result

Dashboard showing total sales, sales by region, and sales by product filtered by a report-level year filter.