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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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8339a900 7540-45f3-a59f-e8214254bc2f on 05 Jul 2020 23:07:39

RE: Save user filters on reports

Any updates on when this would be available? Similar to some comments below - our users are also asking for this functionality to save filters

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c667e9a9 8dae-4a86-96a8-45dfdc4d81df on 05 Jul 2020 23:06:15

RE: Save user filters on reports

Something I would like to suggest with this feature would be to maintain the ability to "one-click reset" filters. This way, if a user accidentally makes a change, they won't have to track down the specific change and reset it, they may simply return to the default filter settings.

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3e2a003f 09fc-409c-b900-60b7846ae9c7 on 05 Jul 2020 23:05:47

RE: Save user filters on reports

same idea : https://ideas.powerbi.com/forums/265200-power-bi-ideas/suggestions/15198462-persisting-default-selections-for-different-users

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4652c77f 057b-4cb3-a538-c9e8e119bd15 on 05 Jul 2020 23:05:01

RE: Save user filters on reports

Can you please let us know when this feature will be available, my client is keeps on asking.

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4d9fec75 f044-43ee-8f56-5cf1d560bf87 on 05 Jul 2020 23:04:57

RE: Save user filters on reports

It's a fantastic one! Or even personalized Bookmarks can be the key (and an big big big enhancements to how different audiences within one organization use Power BI)

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a1593cd4 39e1-4988-b8ae-46386f414095 on 05 Jul 2020 23:04:44

RE: Save user filters on reports

This feature will really help to simplify our code and speed up delivery. Any update on when this functionality can be added?

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912d8979 2b4b-450d-bc11-e4d7fb1cc221 on 05 Jul 2020 23:02:50

RE: Save user filters on reports

Could this 'idea' be combined/merged with the 'Personalised bookmarks' issue, as they are essentially the same requirement (albeit phrased slightly differently)?
This one: https://ideas.powerbi.com/forums/265200-power-bi-ideas/suggestions/31788253-personalized-bookmarks

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8be52e9d 950c-402f-9179-5fa5a1bcab6f on 05 Jul 2020 23:00:22

RE: Save user filters on reports

Users need to be able to create and save filters that can be applied to any report or dashboard. There needs to be a 'library' of filters. These filters should be able to be created by uploading a text or excel file too. For instance, users want to be able group all hurricane stores together and these stores may change as they track the hurricane. They don't want to have to go into PBI and manually select and deselect stores. They want to share this filter with other users to apply to other reports. PBI needs a system to manage and share filters in order to be useful for retail analytics.

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bf09c766 ac0b-4815-be7c-cf86956f6665 on 05 Jul 2020 23:00:22

RE: Save user filters on reports

Lets say you created a report showing revenue per month split up by products, each employee has about 15 product s which they are responsible for, every employee have the possibility to use a slicer on products to filter down on only the products they are responsible for selling. Each time the employees enters the report they have to filter out irrelevant products to generate their desired view.

As it is right now they will have to use the slicer every time they use the report, which is very annoying if they have to select 50 products, 20 cities etc.

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5e24d030 ee76-4abb-9f69-ce41003fbbbd on 05 Jul 2020 22:59:42

RE: Save user filters on reports

I knew there would be idea already for this...I was asked about this today by one of our users...Please bump up from "Under Review", thanks,