Use Case - Filtering the BI Report Data Model Quickly

Set a filter on your Power BI report.

Imagine a requirement that requires all agents to see only the last 15 months back within your reports. To solve this, you need to filter the report on the Sessions Table within the data model. Then you (re)publish the report and share it with the Team.


  • You need to work with the account who shares the report with the team. This is usually the Team Owner.

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Set the Filter

There are two options to set the filter:

OPTION A: New Report
OPTION B: Existing Report

You open the BI Report for the first time. You did not publish the report yet. When connecting the template to the data source for the first time, you see "Transform data" next to the load button. 

You've already connected the report to the OData source and/or published it. You can find a "Transform data" button in the Power BI menu.

In both cases, c lick on "Transform data" and s et the filter on ServiceSessions to

 = Table.SelectRows(ServiceSessions_table, each Date.IsInPreviousNMonths([StartedAt], 14) or Date.IsInCurrentMonth([StartedAt]))

Visually this looks like:

Share the Report

OPTION A: New Report

OPTION B: Existing Report

If you haven't published the report before, please follow the instructions on: Power BI publish to service. If you published the report earlier, you only need to save the report. The filter is immediately available.

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