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Filter Bar visual

Specification

Last update: 26 February 2025

v1.0.0.13

Purpose

To create a clean, horizontal filter panel that visually represents category data with customizable colors, sizes, and sorting options, enabling easy filtering, highlighting, and comparison across categories. Tooltips and interactive filtering/highlighting functionality are included.

Functionality

Data

The data pane contains four data wells. Each data well can accept a maximum of one data series.

The first data well, for Category, is mandatory, even if you are using Manual Override. (Power BI standard functionality prevents the visual rendering if there is no data.) Filter Bar visual expects to treat this data as text. There is a maximum of 31 categories.

The second data well, for Size By, is optional. You can apply standard Power BI aggregations to this data (e.g., Sum, Average...). If you provide data here, the rectangles' widths will be dynamically sized according to the values provided, giving a proportional representation of your data.

The third data well, for Sort By, is optional. As with standard Power BI visuals, if you click the three dots (ellipses) on the Filter Bar visual, you have the option to sort by Category (alphabetically) or by Size By or Color By Data series (numerically), if provided. You can toggle these options ascending or descending, and any data you provide to these series will automatically appear in tooltips.

However, if your data is days of the week, these options will not help you order the days in their natural order. Here you can add a data series to the Sort By data well. This data should map to the category, for example: Monday - 1, Tuesday - 2, etc. Once you provide a series, if you click the ellipses on the visual and click Sort By, you will see this additional series available for sorting, and it will appear in tooltips.

The final data well, Color by Data, is optional. It won't do anything unless you switch the Color by Data toggle on in the formatting pane. An error message will direct you to switch the Color by Interpolation toggle off, since you can't have two Color By methods in place at once. Specify High, Medium, and Low values and corresponding colors, and Filter Bar will interpolate between them. Further information in the formatting pane section below will tell you how to customize the colors.

Highlighting

If highlighting is selected under Edit Interactions, clicking a rectangle will highlight the chosen category within other visuals on the page. The Filter Bar will itself be highlighted by other visuals on the page when you are selecting an entire category. Note that inbound highlighting will only work if a numeric series is bound to the category data. Partial highlighting of the rectangles is unsupported.

You can use View > Edit Interactions to change the default behavior on click.

Filtering

If filtering is selected under Edit Interactions, clicking a rectangle will filter the chosen category within other visuals on the page. The Filter Bar will itself be filtered by other visuals on the page when you are selecting an entire category. Filtering works regardless of numeric series being provided.

You can use View > Edit Interactions to change the default behavior on click.

Licence

The licence can only be sold via Microsoft AppSource marketplace: Viz Data does not sell direct.

Licenses are offered as monthly subscriptions: there are not currently annual payment options or one-off purchases. Contact us if you have a specific need.

A licence is required to use Filter Bar when viewing a report. Editing Filter Bar is free. Viewing works in Unsupported Environments where we suspend license checks to ensure unrestricted access. However, legally, we still request that you buy a license for those viewing in these environments.

  • Embedded - Publish To Web, PaaS embed
  • National/Regional clouds
  • RS Server (No planned support)
  • Exporting (PDF\PPT) using REST API

Filter Bar visual works in both Desktop and Service. Since Desktop is constantly in Edit mode, Filter Bar will always work there. License checks are initiated in Service within View Mode.

Purchases can only be made in Microsoft tax remitted countries to deploy in any Azure region. The list of tax remitted countries can be seen here.

Only the license buyer (owner) can assign licenses. If you are buying for other people, ensure you have the correct admin rights to manage the licenses you buy.

Upgrades, rights and refunds

You can get a full refund if you change your mind within 7 days.

You (or your organisation admin) can assign licenses to other regions as long as they are within the same tenant.

AppSource custom visuals will be automatically upgraded under the same license when a visual is updated by us.

Standard Power BI functionality

Power BI has automatic support to make visuals full screen & allow them to be deleted. These should all work as for standard visuals.

Hover

On hover, there is a tooltip that will show as many series as have been entered into the data pane. The category will always be shown, since it is mandatory. Size By, Sort By, and Color By Data will also be displayed if the data have been provided. Note that Color By Data will only show in the tooltip if Color By Data is ON and Color by Interpolation is OFF. If Manual Override is ON, no tooltip will be displayed.

Resize

The Filter Bar visual dynamically adjusts to changes in size and should display the full range of data provided. The rectangles' widths will remain proportional to their respective Size By values, and the visual will resize immediately when the visual or viewport dimensions change.