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Save user filters on reports

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James Snowball on 28 May 2015 14:48:34

The most common request from my users is for Power BI to save the filters and settings that a user applies on a report. Currently they need to re-apply everytime they open it.

Administrator on 26 Mar 2018 14:18:07

Hey everyone, the wait is finally over. For those who follow our blog closely, we shipped this feature in the service earlier this month: https://powerbi.microsoft.com/en-us/blog/announcing-persistent-filters-in-the-service/ Thanks again for all the support!

Comments (87)
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25069a92 a58c-44a4-bcf4-418f4c45d72f on 05 Jul 2020 22:49:33

RE: Save user filters on reports

From my side, I'm talking about the filters that I have available in each report for users to filter the data content of the report itself

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db0afee6 e4c0-4b38-98c2-d392048032f9 on 05 Jul 2020 22:49:16

RE: Save user filters on reports

We're using Power BI embedded, and its a very clunky user experience when we have saved or "sticky" selections in the application, but it doesn't carry over to the Power BI reports. Looking forward to having this functionality.

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25069a92 a58c-44a4-bcf4-418f4c45d72f on 05 Jul 2020 22:49:14

RE: Save user filters on reports

Hi,
do we have any update on this ?
This is also a common request from my users in Power BI, to save the filters so each time that they open it they don't have to re-apply the filters again.

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f0c4c3a7 5d67-426b-80ac-1fef13d1d289 on 05 Jul 2020 22:49:06

RE: Save user filters on reports

We are planning to use Power BI Embedded until Premium rolls out. Right now, Slicer settings do not persist when the user logs back in to a new session so each time, they will have to reset to their own slicers.

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e66dcc9a d221-4cb3-9ff0-9eadb83e168e on 05 Jul 2020 22:49:05

RE: Save user filters on reports

A competing product has something called "Views", where users can set up pre-defined filter sets on each worksheet. It allows them to immediately swap between several customized views of the same dashboard, and is an often-used feature by users. It would be phenomenal if Power BI offered the same functionality, or at very least a way to save a single set of filters for a dashboard.

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65c881dc aa86-4cac-b88a-a5f27f949e66 on 05 Jul 2020 22:48:28

RE: Save user filters on reports

Same here. I remember cognos having this ability and it was GREAT. Users loved it. Here is a youtube vide that shows this functionality. I have sales reps that need this functionality.

https://www.youtube.com/watch?v=CXqAkvCY62g

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a3309361 99be-ea11-a812-000d3a8ddfb2 on 05 Jul 2020 22:46:18

RE: Save user filters on reports

"We do persist the applied filters for page/visual level." I am not able to replicate this behavior - can someone explain how that works? I've tested with both content packs and dashboards shared with me, and neither of them persist any filters/slicers that I apply.

This is critical functionality when developing reports for a WW audience.

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dad4505f e036-4d5c-9282-a9f7b25d3953 on 05 Jul 2020 22:45:41

RE: Save user filters on reports

Power BI Team - any update on this request? It has been under review for over a year.

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a3309361 99be-ea11-a812-000d3a8ddfb2 on 05 Jul 2020 22:45:36

RE: Save user filters on reports

This is definitely a must to have as people have their own favorite selections in multiple filters. These combinations would take a long time to be manually entered/selected. Adding this function would significantly save people's time and effort.

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feb52e32 4211-40d6-aa83-410bae410e6a on 05 Jul 2020 22:45:24

RE: Save user filters on reports

This should work on Pinned Live Pages as well, and as far as I can tell it doesn't.