Build a Slicer Panel in Power BI Like a PRO
Summary
TLDRThe video demonstrates how to create a clean, organized filter pane for a customer churn dashboard in a bank. The presenter shows how to hide filters behind a button and arrange them in a pop-up window to avoid overcrowding the dashboard. Steps include reformatting the filter pane, adjusting slicer alignment, and customizing the appearance of filters and buttons. Additionally, the video covers creating bookmarks and actions to show or hide the filter pane and clear all slicers efficiently. The guide aims to improve dashboard usability and aesthetics while maintaining functionality.
Takeaways
- 😀 Having filters directly on the dashboard is often fine, but to avoid overcrowding, they can be hidden behind a button as a popup.
- 💡 The video demonstrates how to create a popup filter pane for a customer churn dashboard of a bank.
- 📊 The filter pane needs reformatting, including rearranging filters into three columns with three rows each.
- 🛠️ To align filters, adjust their size, add borders temporarily for alignment, and distribute them horizontally and vertically.
- 🔍 Changing slicer values from numerical to textual improves user understanding (e.g., 'true/false' to 'active/inactive').
- 🎨 Formatting includes adjusting font sizes, colors, and adding a transparent background to the filter pane for better alignment.
- 🔘 Add buttons for actions like opening/closing the filter pane, and reset or clear all slicers.
- 📁 Use bookmarks to save the current state of the dashboard, affecting only selected visuals without altering data.
- 🔄 Add a close button at the bottom of the filter pane for user convenience.
- ⚠️ Consider limitations of 'clear all slicers' actions, such as unintended effects on slicers outside the filter pane.
Q & A
Why might it not be an option to have filters directly on the dashboard?
-In some cases, having filters directly on the dashboard is not an option because it could overcrowd the dashboard or there might not be enough space.
What solution is proposed for managing filters without overcrowding the dashboard?
-The proposed solution is to hide the filters behind a button and have them appear as a popup to maintain a clean look on the dashboard.
What are the initial steps to create a popup filter pane?
-The initial steps include copying the filter pane from another page, reformatting it by making the background shape larger, and rearranging the filters into three columns with three rows each.
How can you format multiple slicers at the same time?
-You can select all slicers by holding down shift, then go to visualizations, formatting, General properties, and adjust the height and width uniformly.
What adjustments can be made to improve the readability of slicer labels in one column?
-To improve readability, you can increase the gap between the slicers, format them with borders temporarily for better alignment, and ensure proper alignment using the align and distribute functions.
How can slicers with true/false values be made more user-friendly?
-Slicers with true/false values can be converted into textual values (e.g., active/inactive) and displayed as a vertical list to make them easier for the user to understand and select.
What styling changes can be made to slicer headers and values for a cleaner look?
-Slicer headers can be styled by changing the font to Segoe UI SemiBold, reducing the size to 9 pixels, and changing the color to dark gray. Values can have their font size set to 10 and font color to dark gray as well.
How can a button be styled to fit the overall design of the dashboard?
-A button can be styled by setting a rounded corner, enabling text with a specific font and size, setting a color that matches the design, and adjusting the border and fill properties for different states (default, on hover, and on press).
How do you create actions for buttons to show and hide the filter pane?
-Actions are created by using bookmarks. You create two bookmarks (show filter pane and hide filter pane), configure them to affect only the display of selected visuals, and then assign these bookmarks as actions to the respective buttons.
How can you ensure that a 'clear filters' button only affects certain slicers?
-You can create a bookmark that affects the data of selected slicers without affecting their display. Group all the relevant slicers, update the bookmark to save the state with all slicers deselected, and assign this bookmark to the 'clear filters' button.
What is a potential improvement to indicate active filters when the filter pane is closed?
-A potential improvement is to dynamically color the filter button when something is selected and to provide a filter counter that shows the number of active filters.
Outlines
📊 Managing Dashboard Space with Pop-Up Filters
This paragraph discusses the issue of limited space on dashboards, which can be resolved by hiding filters behind a button and using a pop-up format. The example given is a customer churn dashboard for a bank, where filters are overcrowding the dashboard. The solution involves copying and reformatting the filter pane, adjusting the layout to fit three columns with three rows each. The filters are formatted for better alignment and visibility, with detailed steps on resizing, rearranging, and formatting the slicers for a cleaner look.
🔧 Adjusting Slicer Headers and Filter Pane Title
This section focuses on further refining the appearance of the filter pane. The slicer headers are adjusted to a smaller font size and a dark gray color for a less prominent look. The values are also resized for better visibility. The filter pane title is aligned using buttons instead of text boxes for more formatting flexibility. The background shape is resized and made temporarily transparent for better alignment. Additional buttons are added for interaction, including a filter button and a close button, with specific formatting for hover and press states.
🔘 Adding Interactive Buttons and Aligning Elements
This paragraph continues the process of adding and formatting interactive buttons. A rounded filter button is created with specific colors and transparency settings for different states (default, hover, and press). A close button is also added, using a copied filter button with an 'X' symbol, and formatted similarly. Both buttons are resized and aligned for consistency. Another close button is added at the bottom for user convenience. A clear button is introduced to reset all slicers, with specific formatting to indicate a clearing action. An apply filters button is suggested but left out due to functionality limitations.
🔖 Creating Bookmarks for Filter Pane Actions
This section explains how to create bookmarks to toggle the visibility of the filter pane. Two bookmarks are created: one to show the filter pane and one to hide it. The bookmarks save the current state of the dashboard, affecting only the display of selected visuals. The steps include hiding and showing the filter pane, updating the bookmarks, and ensuring that the buttons are included in the slicer base for consistent visibility toggling. The bookmarks are then assigned as actions to the filter and close buttons, and a clear button action is configured to reset all slicers.
🔄 Enhancing User Experience with Dynamic Indicators
The final paragraph addresses potential improvements for the filter pane. It suggests dynamically coloring the filter button and adding a counter to show the number of active filters, providing users with better feedback when filters are applied. A reference is made to another video that will cover these enhancements in detail, offering step-by-step instructions to implement these dynamic indicators for a more user-friendly dashboard.
Mindmap
Keywords
💡Dashboard
💡Filter Pane
💡Popup
💡Slicers
💡Alignment
💡Formatting
💡Bookmarks
💡Button Actions
💡User Interaction
💡Visual Properties
Highlights
Having filters directly on the dashboard often works well, but sometimes it's necessary to hide them to avoid overcrowding.
Creating a popup filter pane can help maintain a clean dashboard look.
To build a popup filter pane, copy the filter pane to another page and reformat it.
Rearrange the filters into three columns with three rows each for better organization.
Use larger gaps between slicers to distinguish labels more clearly.
Uniformly format slicers by adjusting height, width, and adding borders for easier alignment.
Replace true/false slicer values with more user-friendly textual values.
Switch to a vertical list style for two-value slicers to save space.
Change slicer headers to a smaller, less prominent font to reduce visual clutter.
Add interactive buttons for opening and closing the filter pane, formatted for clear user interaction.
Create an 'Apply Filters' button for user convenience, though it can't close the filter pane simultaneously.
Use bookmarks to manage the visibility of the filter pane effectively.
Ensure that buttons are grouped with the filter pane so they are affected by the same bookmarks.
Incorporate a 'Clear All Slicers' button for resetting filters, keeping in mind it affects all slicers on the page.
Consider adding dynamic indicators on buttons to show active filters, enhancing user experience.
Transcripts
in a lot of cases having the filters
directly on the dashboard works just
fine but sometimes it's not really an
option because we don't want to
overcrowd the dashboard or we just
simply don't have enough space in this
case we could hide the filters behind
the button and have them as a popup I
show you in this video how to build such
a popup and have a clean look to
it this is a customer turn dashboard of
a bank showing how many customers are
leaving the bank across different
dimensions and as you can see there is
really not much room to play with we
have a lot of filters if you go to page
one you can see this filter Pane and we
can copy it on page two and this is
going to be the basis of our filter pain
here as well but we are going to
reformat it first of all select the
background shape by double clicking on
it we can make it larger and after that
we can rearrange our filters we can have
three columns with them three rows in
each column I'm just going to put them
side by
side if you look at one column it's a
bit hard to distinguish which label
belongs to which one so we can have a
larger gap between the slicers we can
format them at the same time if we
select them all we can open the
selection pane open the slicer base and
select all the slicers here holding down
shift and then we can go to
visualizations formatting General
properties and let's make the height 80
and the vid also to unify them
172 then temporarily we can add some
borders to it to be able to align them
better easier and then we can just
rearrange the First Column I select the
second slicer here and move it below the
previous one so the lines are simply
touching and we can also move it it
doesn't work sometimes when they are
grouped and yeah this way simply then we
also want to align the first row so how
I like to do it is to have a base line
which is going to be the first slicer
here and make sure that you move the
other two slicers to a lower position
then select the first one first then the
other two and then go to formatting
alignment and align top it's going to
align them to the top of the highest
slicer after that we can select the last
top slicer here and we want to have
smaller gaps between the columns so
holding down shift and pushing the left
Arrow we can move it to the side and
then select all three of the top slicers
format a line and distribute them
horizontally after that we can align the
second column properly select all the
free slicers align line and align them
to the left then you can select the
second Slicer in both columns align them
to the
bottom and do the same with age group
and seller range Aline bottom with the
last two slicers before aligning them
let's look into them what kind of values
do they have so has credit card and is
active member it's like the two true
false value so showing zero for false
and for
true we can do it little bit better and
changing them into textual values I
already created some columns for it go
to CH modeling and is active member we
can replace it with is active member
label now you can see it's either active
or inactive it's easier to the user to
actually see what they select and we do
the same for the credit card we have
this H credit card label here replace
the measures or the columns holding not
holding and since we have only two
values instead of a drop down we could
actually use a vertical list and showing
the values directly so select them both
holding down shift go to formatting SL
of settings and style vertical list and
since they are taking up more space we
can go to General properties change the
he
204 and then simply we can select the
second one and move it below the first
slicer we can also change the titles so
has credit card label that could be
going to slicer header let's call it
credit card
holders and is active member is going to
be active members now we can select all
of our slicers again going here on the
section pain this is the easiest way
then go to formatting General we can
remove move the visual borders
effects and then go back to
visual we can also change the slicer
headers because they are a little bit
too black and a little bit too big so we
want to deemphasize them a little bit
let's go to slicer headers we can change
the font to seg UI semibold let's change
the size to 9 pixels only and the font
color is going to be this dark gray the
second Row in the second column then we
can go to
values and we change the font size also
to 10 and the font color is going to be
dark gray again and we have to make sure
that all the values are visible so none
of them are like cut off we have the
longest values I think in credit score
or seller range and also let's check if
we select multiple values that this
multiple selection text is visible I'm
going to remove here the selection and
you can already see that it has a less
heavy feeling it's more clean it's more
organized next we can move the filter
pane title to the left I like to use
buttons in a lot of cases instead of
text boxes because we have more
flexibility with the formatting and also
on selection you don't activate this
text editing Fields then we can go to
style and we can change the font color
to the same gray and then left align the
text and we can make sure to align it
above this geography text so on this
side they are aligned on the same line
then we carry size the background shape
and double click on it and this filter
background we can make it transparent
temporarily so we see how it fits the
slicers change the transparent see and
then we can move it around what we want
is to have kind of like the same Gap
what we have between the slicers around
the slicers as well also above the
filter paint text and on the right side
we want to leave a little bit more space
because we will have a button there and
also in the bottom we will have two
buttons so let's leave a little bit room
for that then we can remove the transer
curency and then deselecting it and
selecting it again we can just align it
on the top of this visuals below and
maybe you have to change the corner
radius as well as you see here they
don't align properly and let's go to
shavee and let's change it to maybe 8
pixel or 8% so now we can add some
buttons to be able to interact with it
let's go to insert
buttons and and we are going to add a
blank button then go to button shape and
we are going to give it around the
corner completely rounded corner so we
can just max it out then go to style
enable text and add filter as text the
font is going to be sway UI semi bold
and 12 pixel then we are going to give a
color a blue color to it to fit the
overall color of the design I already
selected a color so we can just go to
more colors and you can add this blue to
it then we can disable the icon and
enable The Fill but in the default State
it's going to be 100 person transparent
then go to border we add the same blue
color to it and make the WID two pixels
after that we go to the state and change
it to onover in this case the font color
is going to be white The Fill is going
to be blue and we add 70%
transparency and the Border color can
stay the same you can see up on Hover
how it changes then we can go and change
the state to on press text color white
again the F color is blue with 50%
transparency the Border color stays the
same again and now when you click it you
have a slight effect indicating the
click this is going to open our filter
pane but we also need buttons to be able
to close it so let's copy the filter
button and for this filter I searched
for a cancel symbol like an x on Google
but I already copied it in this XXX
value measure here you can just select
this and copy it into the button
style make sure that you change the
state to default and replace the text
with this we can also make it larger
let's make it 18 pixel and in this case
we are going to change the color to dark
gray it matches the text colors on the
filter Pane and we can remove the fill
and also the Border then go to the on
Hover State and we just make it a
lighter
gray and then on press is going to be
dark ray again so then we have this
interaction when we are clicking on it
and we can go to General properties and
make the anti but smaller 40 by 40 and
then we will move it to the side and the
close button and the filter Paine should
be also aligned it seems like the text
is lower so we can select them both then
go to formatting align align to the top
and you can see how often we were and
now this seems a little bit too large
here this gap on the left side so we can
just make the background shape by double
clicking on it a little bit smaller
something like this so now also this
distance on the side and on the top
seems like the
same so this button is going to close
the filter Paine but to make it more
user friendly we can add another close
button in the bottom to make the life of
the user easier so we are going to copy
the filter button one more time move it
to the bottom of the filter panel and go
to style change the state to default the
text is going to be close the font color
dark gray we will remove the border and
then in the field for the default white
is okay the state on
Hover we make the font color white
that's okay we can keep it like that and
in this case the fill is going to be
this second gray in the First Column and
I would also change the transparency
here to zero on the FI so when we are
clicking it it's actually getting darker
the same way like the filter button
here if we select multiple slicers
multiple values in different
slicers and then we want to remove them
it can be a lot of work work to do that
so to make it easier we can add another
button to reset or clear all the slicers
at the same time for that we are going
to copy the close
button align it with the other close
button and when they are touching I just
move it four pixel to the left to have
some gap between them and then go to
style select the state default the text
is going to be
clear and in this case the font color is
going to be red this middle red the
third row this indicates that if you
click on this clear it's going to
execute like a negative action it's not
really negative but still removing
something so it's like kind of like a
warning color for that then go to fill
the white is okay for the default then
we can go to un
hover font color white is fine and the
fear color in this case is going to be
the first threed then go to the state on
press here we have to change the text to
clear again and the Feld color is going
to be the second red so when we click on
it it also going to be a bit
darker then one more thing if you double
check here the distances between the
bottom Edge and the right Edge it's also
different so I would just move both of
the buttons a little bit up another
thing which would be cool tool is to add
an apply filters button because we have
the option actually if you open the
actions in one of the buttons there is
this apply or slicers option available
but we cannot use it in a way that when
we click on the button it applies the
filters and also closes the filter pane
so we are going to leave it out okay
next we are going to create the actions
the bookmarks for these buttons we can
go to view view open the bookmark
pane I'm going to hide the data here we
don't need it for now and let's add two
bookmarks let's call them show filter
pain and hide filter name so how the
bookmark works it saves a Current stand
of the dashboard if you right click on
one of them you can see what is affected
the data being shown that could be for
example select in a slicer and whenever
going back to this bookmark the same
slicer is selected the display whether a
visual is visible or not and only on the
current page or not in this case we can
leave it on and whether we want to
affect all the visuals on the dashboard
or on the page or only the selected
visuals in this case we want to hide the
filter pane so we only want to affect
the selected visual the right click
again
and we don't want to affect the data
only the display so that's select the
data then we can select the slicer base
and hide it when you hide it then make
sure that it's selected again and the
right click on the filter Pane and it's
going to affect only the selected
visuals click
update then we can show the slicer base
again the filter pane select it one more
time
and now this time we're going to change
the show filter pane effect only
selected visuals don't affer data and
then click on
update now when you switch between the
two
views you see that it shows and hides
the filter
Paine you see that the buttons are not
affected by it it's because they are not
in this group this button is the filter
button
we are going to leave it as it is but we
will move the other fre buttons within
the slicer
base now all the visuals are affected by
the
bookmarks then we can add these
bookmarks as actions to the buttons
select the filter button enable the
action on the formatting pane type
bookmark and show filter pan then we
select the two close buttons enable the
action and here is going to be also a
bookmark and hide filter
pain now when we click on the buttons
they are going to execute the
actions for the clear button if we go
select it and go to the action we have
this clear all slices
option then select some
slicers and now when we click on clear
it removes all the filters this is good
for us here but you might have scenarios
where it's not a very good option for
example if you have a slicer for example
we have a date slicer outside of this
filter Pane and you don't want it to be
affected by this clear oil slicers
that's not going to work because that
affects every single slicer on the page
without exception and you can't control
it that's one thing to keep in mind and
another thing thing to keep in mind that
it doesn't affect the selections on this
default filter pane that could be also a
thing what you want to influence but
it's not going to be influenced by this
clear all slicers
action so instead of that we could also
create a bookmark let's add a new
bookmark and call it clear filter P it's
going to affect also the sected visuals
and in this case it's going to affect
the data but not going to affect the
display so disable the display and now
we can group all our
slicers by holding down shift and
selecting the top and bottom slicers
then you can press contrl G or you can
just right click and group
them going to call it
slicers and select the group then right
click on the clear filter Pane and
update it
then go to the clear button actions type
bookmark and add the clear filter
pane oh yeah one thing if you save or
update this clear filter pane make sure
that all the slicers are dis selected so
nothing is selected because that's the
state how it's going to be saved if
something is selected and then you
update this clear filter pane whenever
you activate that bookmark it's going to
go back to the current selection so make
sure that nothing is selected then
select the slicers group and then update
this clear filter pane but for us
everything is all right now so we can
just select some
filters and text the clear
button you can click on it by holding
down control and you see that everything
is removed so this is how to build it up
I think it's pretty clean looking but
there are some improvements we could
make for example when we close the
filter pane we select something and
close it we have no indicator that a
filter is selected we don't see anything
we could make some formatting changes
for example dynamically coloring the
button when something is selected and we
could also give a counter a filter
counter show how many filters are
filtered if you want to see how to do it
you can click on this video we are going
to build these indicators step by step
take care
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