FILTER function in Power BI - Dashboard Guide

Dashboard Mode - FILTER function

Business Question

Which sales transactions had sales amounts greater than $200? Show the filtered sales data and total sales for these transactions.

Sample Data: Sales Transactions

Transaction ID	Product	Sales Amount	Region
1	Notebook	150	East
2	Pen	250	West
3	Desk	300	East
4	Chair	100	South
5	Lamp	400	West

Dashboard Components

• KPI Card: Total Sales (Filtered)
  Formula:
  Total Sales Filtered = SUMX(FILTER(Sales, Sales[Sales Amount] > 200), Sales[Sales Amount])
  Result: 250 + 300 + 400 = 950
• Table Visual: Filtered Sales Transactions
  Formula:
  Filtered Sales = FILTER(Sales, Sales[Sales Amount] > 200)
  Shows rows where Sales Amount > 200:
  Transaction IDs 2, 3, 5 with their Product, Sales Amount, and Region

Dashboard Layout

+----------------------+-------------------------+
|  KPI Card: Total     |  Table: Filtered Sales   |
|  Sales (Filtered)    |  Transactions            |
|  (Total = 950)       |  (3 rows shown)          |
+----------------------+-------------------------+

Interactivity

The filter condition in the DAX FILTER function automatically limits the data shown in both the KPI card and the table to only transactions with sales amounts greater than $200. If you add slicers for Region or Product, these will further filter the data before the FILTER function applies, updating both components dynamically.

Self Check

Add a slicer filter for Region = West. Which transactions remain in the filtered table and what is the new total sales amount?

Answer: Transactions with IDs 2 and 5 remain (Pen and Lamp). New total sales = 250 + 400 = 650.

Key Result

Dashboard shows sales transactions filtered to amounts greater than $200 with total sales and detailed table.