Report-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 that shows data only for the year 2023 across all pages of the report.

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

🎯 Deliverable: Create a Power BI report with multiple pages where all pages show data filtered to the year 2023 using a report-level filter.

Sample Data

Date	Region	Product	Sales Amount	Quantity
2023-01-15	North	Widget A	1200	10
2023-02-20	South	Widget B	850	7
2022-12-05	East	Widget A	950	8
2023-03-10	West	Widget C	1300	12
2022-11-25	North	Widget B	700	5
2023-04-18	South	Widget A	1100	9
2023-05-22	East	Widget C	1400	11
2022-10-30	West	Widget B	600	4

1

Step 1: Load the sales data into Power BI Desktop.

Use 'Get Data' to import the table with columns Date, Region, Product, Sales Amount, Quantity.

Expected Result

Data is loaded and visible in the Fields pane.

2

Step 2: Create a new report page with a table visual showing Region, Product, and Sales Amount.

Add a Table visual. Drag Region, Product, and Sales Amount fields into the Values area.

Expected Result

Table shows all sales data from all years.

3

Step 3: Add a second report page with a bar chart visual showing total Sales Amount by Region.

Add a Bar chart visual. Axis = Region, Values = Sum of Sales Amount.

Expected Result

Bar chart shows sales by region for all years.

4

Step 4: Apply a report-level filter to show only data where the Date is in the year 2023.

In the Filters pane, under 'Filters on all pages', drag the Date field. Set filter type to 'Advanced filtering' with condition: Date is on or after 2023-01-01 and Date is on or before 2023-12-31.

Expected Result

All report pages now show data only for the year 2023.

5

Step 5: Verify that the table and bar chart visuals update to show only 2023 data.

Check that the table excludes rows with dates from 2022 and the bar chart sums only 2023 sales.

Expected Result

Table and bar chart reflect only sales from 2023.

Final Result

North

↓

South

↓

East

↓

West

✓Sales data is correctly filtered to only include the year 2023 across all report pages.

✓South region has the highest total sales amount in 2023.

✓Report-level filter ensures consistent data filtering without needing to set filters on each page.

Bonus Challenge

Add a slicer to the report that allows users to filter the 2023 data by Region, affecting all pages.

Show Hint

Add a slicer visual with the Region field and ensure it applies to all pages by default.