Skip to content

Filtering a Power BI Report

Introduction

This article outlines the method to filter a Power BI report in your published dataset. The fitler for power bi is multilayerd so you can link multiple normal operators with with a logical operator.

Step 1: Creating a Dataset Table Record

  1. Open the dataset page in Business Central.
  2. Open the dataset you want display the report in.
  3. Create a new line, optionally you can assign a table no.
  4. Set the type to power bi

Info

When a table no. is supplied, the first value in the Table is used for filtering the Report. This process can be more precise when a filter is applied within the filter configuration within the Dataset table.

Step 2: Configuring the Filter Mapping

The filter mapping defines the source table and column the filters are applied to. When multiple Lines are configured, the filtermappings will be linked as a logical AND. The Filtermappings have seperate option to link the filters asigned to them, with logical operators like AND & OR. For configuring it yourself, you have to go these steps:

  1. Open the the dataset card you have configure power bi in.
  2. Select the given record.
  3. Click on the Action Filtermapping in the Top right corner of the Web Content page.
  4. Enter the name of the source table and source column you want to filter.
  5. Optionally select the Logical Operator you want to apply to the Filtermapping.

Step 3: Configuring the Filter

The filter defines the target values the Filter is applied to. The Values can be sourced from the datasettable configured, from the Business mapping, or just an plain old static value. These can also be linked with Operators:

Operators

"LessThan" | "LessThanOrEqual" | "GreaterThan" | "GreaterThanOrEqual" | "Contains" | "DoesNotContain" | "StartsWith" | "DoesNotStartWith" | "Is" | "IsNot" | "IsBlank" | "IsNotBlank"

  1. Open the the dataset card you have configure power bi in.
  2. Select the given record.
  3. Click on the action Filtermapping in the top right corner of the Web Content page.
  4. If not already done, enter a Filter Code.
  5. Click on the action View Filters.
  6. Select an Operator .
  7. Select the static or one of the two dynamic Filter Types.
  8. Optionally, choose a businessmapping code.
  9. Select the fitler value.

Considerations & Limitations

  • At the moment only the first value found in the business mapping is applied to filter.
  • Multiple filter mappings are always treated as an logical AND.
  • The field filter value must be exported to be applied.