Filter a Power BI report and share it with coworkers
Sharing is a good way to give a few people access to your dashboards and reports. What if you want to share a filtered version of a report? Maybe a report that only shows data for a specific city or salesperson or year. Try filtering a report and sharing it, or creating a custom URL. The report will be filtered when recipients first open it. They can remove the filter by modifying the URL.
Power BI also offers several other ways to collaborate and distribute your reports. With sharing, you and your recipients need a Power BI Pro license, or the content needs to be in a Premium capacity.
Two ways to filter a report
Set a filter
Open the report in Editing view, apply the filter, and save the report.
In this example, we're filtering the Retail Analysis sample to show only values where Territory equals NC.
Create a filter in the URL
Add the following to the end of the report page URL:
?filter=tablename/fieldname eq value
The field must be of type number, datetime, or string. The tablename or fieldname values can't contain spaces.
In our example, the name of the table is Store, the name of the field is Territory, and the value we want to filter on is NC:
?filter=Store/Territory eq 'NC'
Your browser adds special characters to represent slashes, spaces, and apostrophes, so you end up with:
See the article Filter a report using query string parameters in the URL for much more detail.
Share the filtered report
When you share the report, clear the Send email notification to recipients check box.
Send the link with the filter that you created earlier.
- Have feedback? Go to the Power BI Community site with your suggestions.
- How should I collaborate on and share dashboards and reports?
- Share a dashboard
- More questions? Try the Power BI Community.