Adding interactive elements in Power BI helps make your report visuals more dynamic and user-friendly. Here is some information about popular interactive elements and their usage:
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Adding Interactive Elements (Slicers, Dropdowns, etc.) |
1. Slicer
Usage: A
slicer is a filtering tool that allows users to select different values or
categories. It is used to update the data in other visuals.
How to Add:
1. Insert Slicer:
- In Power BI Desktop, select the
"Slicer" icon from the "Visualizations" panel.
2. Configure Slicer:
- Drag the required data field from the
"Fields" panel into the slicer.
- The slicer will be added to your report page,
and you can customize it.
3. Format Slicer:
- Customize the slicer’s design, style, and
other options from the "Format" panel, such as the size, color, and
text.
2. Dropdown Slicer
Usage: A
dropdown slicer allows users to select one option from multiple choices and
generally provides a clean, compact layout for the slicer.
How to Add:
1. Insert Slicer:
- Add the slicer visual (follow the steps
above).
2. Switch to Dropdown:
- Select the slicer visual and go to the
"Format" panel. Under the "General" section, toggle the
"Dropdown" option in the "Selection Controls" section.
3. Data Filters
Usage: Used to set filters at the report page, visual, or column level.
How to Add:
1. Apply Filters:
- Select the visual or page and open the
"Filters" panel.
- Drag and drop the necessary data field
into the filter panel to set the filter.
2. Configure Filters:
- Define filter conditions like values,
ranges, or data limits.
4. Custom Visuals Interaction
Usage: You
can set up advanced interactions using custom visuals, such as tables or
charts.
How to Add:
1. Add Custom Visual:
- Download custom visuals from "Get
more visuals" and add them to your report.
2. Configure Interaction:
- Select the custom visual and go to the
"Format" panel to customize the interaction settings.
5. Tooltips
Usage:
Tooltips help display additional information when users hover their mouse over
a visual.
How to Add:
1. Configure Tooltips:
- Select the visual and customize the
"Tooltip" option in the "Format" panel.
- Create a tooltip page and link it to your
visual.
6. Drillthrough
Usage: The
drillthrough feature allows you to obtain detailed information from a visual,
which is shown on a new page.
How to Add:
1. Create Drillthrough Page:
- Create a new page and configure it as a
"Drillthrough" page.
2. Add Drillthrough Filters:
- Add filters to the
"Drillthrough" page that will update based on the source page’s
visual.
3. Set Up Drillthrough:
- Select the visual on the main page and set
up the "Drillthrough" option.
These
interactive elements will add more dynamic and user-friendly features to your
report, making data analysis simpler and more effective.