How to format filters so they match visualizations in Microsoft Power BI


Power BI provides a lot of formatting versatility for filters, but it’s good when those formats match the visualizations. We’ll show you how.

A formatted and styled spreadsheet on the screen and a hand holding a pen in the foreground. Image: Luca Lorenzelli/Adobe Stock Power BI reports have default formats that you’ll most likely want to change sometimes for branding functions. Despite why you change default report formats, you’ll want to utilize those brand-new formats in other elements, such as filters. Making this change offers a nice, cohesive seek to your report and tones down the hectic aspect, which can sidetrack end users.

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In this tutorial, I’ll show you how to gain access to and modification filter format residential or commercial properties in Power BI. We’ll evaluate a simple visualization to determine its format and then use those same formats to an accompanying filter. I’m utilizing Power BI Desktop on a Windows 10 64-bit system. You can download a Microsoft Power BI presentation file for this tutorial.

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How to match the Filters pane and report formatting

Including a filter is automated. When you add a visual to the report, Power BI adds a filter to the Filters pane that includes every field in the visual. To construct a custom-made filter, drag other fields into buckets on the Filters pane, which you can disperse to the visual, page and even report level.

Figure A shows a simple released report with two visuals and a filter. As you can see, the Filters pane doesn’t match the report. It isn’t awful– you can leave it that method, or you can upgrade the pane’s formatting to match the visuals.

Figure A

The Filters pane doesn't match the report formatting. The Filters pane does not match the report format. If you click the visual to the right, the Fields pane shows the fields this visual is based on, Amount and Date– Month. If you click the visual to the left, the Fields pane shows Amount and Region. These are the default filters based upon each visual’s underlying fields. For our purposes, we do not require other filtering fields, however your report may have several.

In Power BI Desktop, you can use the Visualizations pane to find the visual formats you want to utilize on the Filters pane. It would be terrific if you could use Format Painter, but it does not work that method. If you’re familiar with Power BI’s default settings, you can see with a glimpse that this report has a couple of custom formats:

  • The background is always white by default, so you might want the Filters pane to utilize the exact same background color as the report.
  • The text is bigger than typical, so let’s discover the typeface and font style size utilized in the visuals– they’re the same for the visual title and the axis classifications.

There could be many other formats to match, but we’re keeping things easy on function. As soon as you understand where to find format settings, matching them is simple.

How to document the format homes in Power BI

Now let’s find the settings and record them. To do so, click the treemap visual on the right and make sure the Visualizations pane is open. At the top of the Visualizations pane, click the Format choice. Click Visuals in the submenu, and Power BI displays four format areas, as you can see in Figure B.

Figure B

Select a visual and take a look at its format settings. Select a visual and have a look at its format settings. You might believe that the background color remains in the Color area, however that area notes the colors shown by the chart series. The other possibility is Category Labels, where you’ll discover Worths. You can see that the worths in this visual are using Lucida Sans Unicode at 20 points. Take down that if it will be necessary for you to keep in mind later on.

Now that we understand how to format the text, let’s discover that background color. To do so, click the background and after that select General from the submenu in the Visualizations pane. Doing so updates the sections, as you can see in Figure C. Broaden the top area, Page Residence, and then open the Wallpaper subsection to discover the background color.

Figure C

Now let's look for the background color. Now let’s try to find the background color. At this moment, you’ll have to dig a bit deeper to make certain you match the exact color as follows: Click the color dropdown. Hover over the thumbnail of the match color. Doing so displays the color’s recognition, #F 5FEE (Figure D). For our purposes, click it. This will make more sense in the next section.

Figure D

Hover over the thumbprint. Hover over the thumbprint. Now, let’s utilize what we’ve learned to format the Filters pane.

How to format the Filters pane

We only have 3 formats to alter for the Filters pane: The font, the font size, and the background or wallpaper color. There’s no Format choice on the Filters pane; the settings are in the Visualizations pane.

To change the Filters pane format settings, click anywhere inside the report’s background, and after that do the following:

  1. Click Format in the Visualizations pane, as you did previously.
  2. Expand the Filter Pane alternative.
  3. Modification the Font Style and Font Size settings to Lucida Sans Unicode and 20, respectively (Figure E).

Figure E

Change the font and font size settings. Modification the font style and typeface size settings. Broaden the Background area. Click the Color dropdown and pick #F 5FEE, which is easy to find in this circumstances– you do not need the color’s identification at all. This combination keeps in mind the last setting you selected, and it’s still picked from when you clicked it in the last section. All you need to do is click it in the combination.

Open the Filters pane, and you’ll see that it utilizes the settings you changed, as displayed in Figure F.

Figure F

The text might be a little larger than you want. The text may be a little larger than you want. You might wish to lower the typeface size a bit, but that’s up to you. Figure G shows the formatted Filters pane, published

. Figure G

The published Filters pane looks the same as the report. The published Filters pane looks the same as the report. What formats can I alter for the Filters pane? You can’t alter the entire look of the Filters pane. These are the

  • elements you can change: Background color Background transparency Verge on or off
  • Border color
  • Title and header typeface, color and text size

When evaluating the visuals, keep this list in mind so you do not spend time looking for settings that you can’t alter. Matching the format of the Filters pane to the visuals or report will not make filtering much easier, but matching reports and panes improves consistency, and it enhances the Microsoft Power BI experience for end users.

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