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power-bi-filters

power-bi-filters

github.com/julianobarbosaData & databases1455 installsUpdated 2d ago
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About power-bi-filters

A skill for adding, listing, and removing filters in PBIR report pages and visuals using pbi commands. It works with report files without requiring a Power BI Desktop connection.

Key features

  1. 01List page and visual filters
  2. 02Add categorical and TopN filters
  3. 03Add relative date filters
  4. 04Remove or clear filters
  5. 05Batch changes with --no-sync
  6. 06Return filter data as JSON

Use cases

  1. 01Limit a report page to selected categories
  2. 02Show top or bottom items ranked by a measure
  3. 03Apply rolling date windows to reports
  4. 04Batch filter edits before reloading Desktop

Install

Copy the command and run it in a terminal.

$npx skills add https://github.com/julianobarbosa/claude-code-skills --skill power-bi-filters

After installing, type/power-bi-filtersin Claude Code to confirm it loaded.

Details

From the project README

Power BI Filters Skill

Add and manage filters on PBIR report pages and visuals. Filters are stored in the filterConfig section of page.json (page-level) or visual.json (visual-level). No Power BI Desktop connection is needed.

Listing Filters

# List all filters on a page
pbi filters list --page page_abc123

# List filters on a specific visual
pbi filters list --page page_abc123 --visual visual_def456

Returns each filter's name, type, field, and scope (page or visual).

Categorical Filters

Include or exclude specific values from a column:

# Include only East and West regions
pbi filters add-categorical --page page1 \
    --table Sales --column Region \
    --values "East" "West"

The filter appears in the page's filterConfig.filters array. Power BI evaluates it as an IN-list against the specified column.

TopN Filters

Show only the top (or bottom) N items ranked by a measure:

# Top 10 products by revenue
pbi filters add-topn --page page1 \
    --table Product --column Name \
    --n 10 \
    --order-by-table Sales --order-by-column Revenue

# Bottom 5 by quantity (ascending)
pbi filters add-topn --page page1 \
    --table Product --column Name \
    --n 5 \
    --order-by-table Sales --order-by-column Quantity \
    --direction Bottom

The --table and --column define which dimension to filter (the rows you want to keep). The --order-by-table and --order-by-column define the measure used for ranking. These can be different tables -- for example, filtering Product names by Sales revenue.

Direction defaults to Top (descending -- highest N). Use --direction Bottom for ascending (lowest N).

Relative Date Filters

Filter by a rolling window relative to today:

# Last 30 days
pbi filters add-relative-date --page page1 \
    --table Calendar --column Date \
    --period days --count 30 --direction last

# Next 7 days
pbi filters add-relative-date --page page1 \
    --table Calendar --column Date \
    --period days --count 7 --direction next

Period options: days, weeks, months, quarters, years. Direction: last (past) or next (future).

Visual-Level Filters

Add a filter to a specific visual instead of the whole page by including --visual:

pbi filters add-categorical --page page1 --visual vis_abc \
    --table Sales --column Channel \
    --values "Online"

Removing Filters

# Remove a specific filter by name
pbi filters remove --page page1 --name filter_abc123

# Clear ALL filters from a page
pbi filters clear --page page1

Filter names are auto-generated unique IDs. Use pbi filters list to find the name of the filter you want to remove.

Workflow: Set Up Dashboard Filters

# 1. Add a date filter to the overview page
pbi filters add-relative-date --page overview \
    --table Calendar --column Date \
    --period months --count 12 --direction last

# 2. Add a TopN filter to show only top customers
pbi filters add-topn --page overview \
    --table Customer --column Name \
    --n 20 \
    --order-by-table Sales --order-by-column Revenue

# 3. Verify
pbi filters list --page overview

Suppressing Auto-Sync (--no-sync)

By default, every write command automatically syncs Power BI Desktop. When applying filters to multiple pages or visuals in sequence, Desktop reloads after each command.

Use --no-sync on the filters command group to batch all filter changes, then call pbi report reload once at the end:

# Suppress sync while applying filters
pbi filters --no-sync add-categorical --page overview --table "Calendar Lookup" --column "Year" --values "2024"
pbi filters --no-sync add-categorical --page details --table "Product Lookup" --column "Category" --values "Bikes"

# Single reload when all filters are done
pbi report reload

JSON Output

pbi --json filters list --page page1

Gotchas

  • TopN filter --table/--column is what you KEEP, --order-by-* is what you RANK BY: Swapping the two compiles fine but ranks the wrong dimension — you'll see "top 10 dates" instead of "top 10 products". The CLI cannot catch the mismatch because both pairs are valid Table[Column] references.
  • Relative date filters anchor to the user's local time in Service, not the model timezone: A "last 7 days" filter shifts at midnight per-viewer. For audit reports this produces different totals for users in different timezones — use an absolute date range instead.
  • filters clear removes EVERYTHING including the page-level filters set by a previous bookmark: Bookmarks captured against the pre-clear state still reference filter IDs that no longer exist and silently behave as "no filter applied" when activated.
  • Auto-generated filter names contain GUIDs that change on every TMDL/PBIR re-export: Scripting filters remove --name filter_abc123 against an exported snapshot is fragile. Always re-list before removing in a script, or filter by --table/--column if the CLI supports it.
  • Visual-level filters override page-level filters silently: A page filter for Region = East plus a visual filter for Region = West yields an empty visual, not a "conflict" warning. Use pbi filters list --page X --visual Y to inspect both scopes when a visual shows no data.
  • --no-sync plus omitted final pbi report reload leaves Desktop showing stale state: The PBIR files are correct on disk, but Desktop's in-memory model is out of date — the next manual edit there can overwrite your filter changes.

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