When working with pivot tables, you will sometimes use filters to change how the data is presented in report based on the selected criteria. Using filters or using slicers are completely legitimate methods. But what if you want to create a separate report for each criterion you used in the filter. Excel has a simple option that allows you to do this…
Include Filtered Items in Totals is a very useful option that we can find in pivot table settings, and it allows us to display the correct total for values in rows or columns that we have previously filtered. By using the DAX expressions we can most certainly reset the filters and thus calculate the correct sums, but sometimes there is no need to do this. Only by selecting/deselecting this simple option, we can get the correct totals in the report.
In one of the previous posts, there was a general mention of pivot table options, and in the next few “recipes” we will address some of them that are important and can make our daily work easier. Filtering the pivot table is achieved by dragging report dimensions into the Filters field. How can we influence the number and layout of available filters in the pivot table?
Power BI reports can be filtered at the level of the visual, page or entire model, and we place them by dragging the report dimensions into the corresponding fields on the Visualizations/Fields panel. The November 2018 update brought new filters that are now an integral part of the report, and are located in a special menu on the right. For the time being, they are still in the development phase and should, in one of the future versions, become an integral part Power BI.
Drillthrough is an option that allows one or more reports, extracted on a separate report page, to be obtained based on the chosen dimension according to which we want to display its details. In this way, PowerBI reports get on interactivity, and by using this feature one complex report can be divided into several smaller and simpler ones, making it easier to find the information requested.