Filter a Power BI report and share it with coworkers

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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.

Report filter pane

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'

Filtered report URL

Your browser adds special characters to represent slashes, spaces, and apostrophes, so you end up with:

app.powerbi.com/groups/me/reports/010ae9ad-a9ab-4904-a7a1-xxxxxxxxxxxx/ReportSection2?filter=Store%252FTerritory%20eq%20%27NC%27

See the article Filter a report using query string parameters in the URL for much more detail.

Share the filtered report

  1. When you share the report, clear the Send email notification to recipients check box.

    Share report dialog box

  2. Send the link with the filter that you created earlier.

Next steps