Relative Filter In Power BI

Power BI is a popular business intelligence tool that helps organizations gain insights from their data. One of the powerful features of Power BI is the ability to use filters to slice and dice data in various ways. One type of filter often used in Power BI is the relative filter. In this article, we will explore the concept of relative filter in Power BI and how it can be used to gain insights from data.

What is a relative filter?

A relative filter is a filter used to filter data based on a relative time period. It allows you to select a time period relative to the current date, such as the last 7 days, the last 30 days, or the last quarter. Relative filters are useful when you want to analyze data over a period of time that changes frequently, such as sales data.

How to create a relative filter in Power BI?

To create a relative filter in Power BI, follow these steps:

  1. Select the visual or report page to which you want to apply the filter.
  2. Click on the filter pane on the right-hand side of the screen.
  3. Click on the "Relative date" option.
  4. Select the type of relative filter that you want to apply, such as "Last 7 days" or "Last quarter".
  5. Click the "Apply Filter" button to apply the filter to the visual or report page.

Relative Filter in Power BI

How to use a relative filter in Power BI?

Once you have created a relative filter in Power BI, you can use it to gain insights from your data in various ways. Here are a few examples:

  1. Sales data: You can use a relative filter to analyze sales data over the last 30 days or the last quarter. This can help you identify trends and patterns in sales and make informed decisions about inventory management and marketing strategies.
  2. Customer engagement: You can use a relative filter to analyze customer engagement metrics, such as website visits and email open rates, over the last 7 days or the last month. This can help you identify which marketing campaigns resonate with your audience and adjust your strategies accordingly.
  3. Employee productivity: You can use a relative filter to analyze employee productivity metrics, such as sales per hour or tickets closed daily over the last week or month. This can help you identify which employees are performing well and which need additional support or training.

Conclusion

Relative filters are a powerful tool in Power BI that allows you to analyze data over a period of time that changes frequently. By using relative filters, you can gain insights into your data and make informed decisions about your business. Whether you are analyzing sales data, customer engagement metrics, or employee productivity metrics, relative filters can help you identify trends and patterns that can inform your strategies and improve your bottom line.


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