Interact with a report in the Power BI app
When you’re in a report in the Power BI Windows Store app, you can interact with the visualizations in a number of interesting ways – ways that bring out the meaning in the data.
In this article
Filter and highlight in Power View pages
Filtering data is one of the most powerful ways you can interact with your data in the Power BI app.
Interactive highlighting and filtering on a Power View page
Highlighting is a way to examine a subset of data on a page while still being able to see the entire data set.
Tap one chart element – for example, a bar, column, or item in the legend. This filters data in tables on the page, and displays related data in other charts. Unrelated data in the charts is still visible, but is grayed.
Clear the filter by tapping in the background of the chart, not on a data point.
Open the Filters pane
Tap the filter icon in the upper-right corner to show the Filters pane.
“View” filters in the Filters pane.
“View” filters apply to the whole report page.
They filter everything on the page.
The report designer added them.
You can change and clear them, but you can’t add new ones.
Visualization filters in the Filters pane
By default, all the fields for a visualization such as a chart are in the Filters pane, whether they’re filtering or not.
Basic filters in the Filters pane
With basic filters, select one or more of the values in a field, or for numeric fields, slide to select part of a slider.
Advanced filters in the Filters pane
A Power View report author may add advanced filters to search for values that start with or contain certain characters, or values that contain a combination of this AND that, or this OR that, characteristic. In the Power BI app, you see the results of these advanced filters, and you can clear them, but you can’t modify them.
To filter dates, in the Filters pane touch and drag to select from earliest to latest date, or vice versa.
Scroll up or down along the right edge to see earlier or later dates.
Tap years, months, or days, depending on the level you wish to filter.
Slicers in Power View pages
Slicers are like the filters in the Filters pane, but they’re on the page itself.
Tap a value in the slicer to filter the page.
Tap the multi-select icon to select more than one value in the slicer.
Tap the filter icon with the X to clear the filter.
Resize columns in a Power View table or matrix
Resize columns in a Power View table or matrix by double-tapping on a column header.
Filter data in Excel pages
Excel items have no filters by default, but a report designer can add slicers and timelines.
Slicers can appear:
On a page with another item—for example, a table, chart, PivotTable, or PivotChart—and not in the Filters pane. They may interact with the other item, if the slicer and the item are ‘coupled’ in the Excel workbook.
To multi-select values in a slicer, flick (a quick downward motion) each value you want to select.
In the Filters pane.
Excel timelinescan appear:
On the same page with a table, chart, PivotTable, or PivotChart—and not in the Filters pane.
In the Filters pane as a date filter: Tap the field name to expand the date filter, and then tap the first date – for example, the Apr 2009 box – and drag through the last date – for example, Dec 2009.
Tip You may need to scroll to see all the date values in the filter.
Note You can use dates as filters on Excel pages, but not other numbers.
Zoom in Excel pages
You can zoom in any item on an Excel page in the Power BI app.
To zoom in, touch two points in the item, and then move your fingers away from each other, as if you're stretching them apart.
To zoom back out, touch two points in the item, and then move your fingers toward each other, as if you're pinching them together.
Expand and collapse levels in Excel PivotTables
You can expand or collapse levels in PivotTables on Excel pages in the Power BI app.
Tap the arrow next to the section text to expand or collapse the section.
Sort Power View charts and Excel charts and tables
You can sort on Power View charts and on all Excel items in Power BI app.
In an Excel table or PivotTable, tap the column headings to sort by the values in that column.
In a Power View chart, sort by swiping across the labels on the horizontal axis in a column chart or the vertical axis in a bar chart.
In a chart, tap the sort by value to see the other values you can sort the chart by.
What happens to filters when you leave the Power BI app
When you leave the Power BI app, it’s suspended, and retains the filters and sorting in all your reports.
When you actually close the app,, that removes the filters and sorting in all your reports.
Sometimes Win8 has to close a suspended app, for example to improve performance. If it does, the Power BI app remembers the filters and sorting in all your reports.
Share a report in email
You can share a report from any page in the report.
Swipe in from the right side and tap the Share charm.
Type the name or names on the To line and tap Send.
You can add a message, too.
You’re sending a link to the whole report, not a specific page. The person you’re sending it to needs permissions to the SharePoint Online where the report is stored.
If you have filtered or sorted pages in the report:
Some filtered or sorted Excel pages in your report (for example PivotTables and PivotCharts) retain their filtered, sorted state when you send a link to the report in email. The person receiving the email sees the items as you filtered and sorted them.
Filtered or sorted Power View pages, and Excel pages with named ranges, don’t retain their filtered, sorted state when you send a link to the report in email. The person receiving the email sees unfiltered, unsorted pages in the report.
Note Email sent from the Power BI app might behave differently depending on your mail app. You might not be able to open links by tapping or clicking them, but copying a link and pasting it in a browser opens the report in the Power BI app.