Sync Slicers in Power BI a step by step guide
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This document provides a step-by-step guide on how to sync slicers in Power BI to enhance data exploration across multiple datasets. It includes instructions for downloading sample data, loading it into Power BI, creating summary tables, and configuring slicers to remain in sync using the sync slicers feature. The guide emphasizes the convenience of this functionality for users dealing with data of different granularity.
Sync Slicers in Power BI a step by step guide
- 1. Power BI Tips and Timesavers SYNC SLICERS in Power BI
- 2. How to Sync Slicers in Power BI Slicers are an excellent way to give your users the ability to explore data, allowing users to use the slicers to filter the data down to particular information of interest. If your data has different data sets with common values e.g. a week number you can get your slicers to keep in sync
- 3. Why would you need to We have 3 data sets, all of which have a week number We can get them to stay in sync and become much more useful
- 4. Step 1 – Download our sample data https://www.selectdistinct.co.uk/wp-content/uploads/2024/03/Sync- Slicers-Data-1.xlsx Download the Excel file above. It contains three tables Products A list of product IDs with fictional Sell Prices and Costs Budget A simple list of weekly budgets by product, with five products and just four weeks for our example Actuals A randomised fictional data set with the same five products and four weeks but with daily sales being calculated with a random factor applied to the Sales Units
- 5. Step 2 - Load the data into Power BI Desktop Open Power BI Desktop Click Get Data and select your excel file, wherever you saved it The data sets in the file are formatted as tables already, so select the bottom three options, then click load
- 6. Step 3 – Add a weekly summary table Using DAX SUMMARISE to create a table of weekly totals
- 7. Step 4 – add the tables and slicers Create three simple tables from the Budget, Actuals Summary and the Actuals data sets Then for each of those add a separate slicer for each of the three data sets, using the Week field
- 8. Final Step – Sync the Slicers To get the slicers to stay in Sync, go to the View ribbon On the right-hand side in the Show Panes section, select the Sync Slicers button The Sync Slicers Panel appears Select each slicer in turn, and enter a slicer group name. We used ‘Week’ Once all three slicers are assigned to the Week group they will be in sync
- 10. Having the ability to sync slicers across different data sets when the data is at a different level of granularity is really useful We find that users find this very convenient and it is fairly simple to set up Subscribe to our channel to see more tips and timesavers
- 11. For more Tips, Tricks and Timesavers, visit our website Business Analytics Blog – Select Distinct Credit: simon.harrison@selectdistinct.co.uk