- Yooo! Adam Saxton with Guy
in a Cube and in this video, we are gonna revisit the slicer panel. It needs an update, a new
coat of paint, if you will. It was done years ago and I wanna get it in the current state of
what Power BI is today as we go into 2023. All right, let's do this. (bright upbeat music) If you're finding us for the first time, be sure to hit that subscribe
button to stay up to date with all the videos from
both Patrick and myself. All right, slicer panel. I did this video years
ago, we need to update it as we go into 2023. We've got the new green accent color. I just wanna make sure
all the clicks are current to what you experienced today 'cause some things changed
over a couple years. I'm also gonna answer a
few questions that came up in the other video and
maybe show something that I didn't show before. All right, enough of all talking. You know how we like to do
it here on Guy in a Cube, let's do what? Let's head over to my machine. First things first, a question
was asked in that video of, "Hey, if you create the slicer pane, "can I reuse it on every page?" I'll answer that in the context
of the actual slicer pane when we get there but what
I want to talk about first is this concept of a slicer
page instead of a pane. And so what you'll see here is I've got an actual slicer page, got all my slicers, ooh, they're so pretty. So I just created a page
and I added a button here. These are navigation buttons, right? So if I look at this navigation button, the action is just gonna take
me back to the overview page. And so when I click on that, it comes back to the overview page. I added a button over my little filter and all this action is doing
is going to the slicer page and that's it. So if I go back and go to View
and we'll go to Sync Slicers, Sync Slicers is the magic here. And this is how this is affecting
all pages in the report. We can actually go through and we can say, yes, I want the slicers
on this page to affect all of the other pages
but they're only visible on the slicer page itself. So as I change these, they will change across all
pages, which is amazing. And that's how this works. Pretty simple, pretty straightforward but this can be very powerful
if you want a central location where people can go to
create those actual slicers and adjust them. And it makes it fairly easy
if you want on every page just a single button that
goes to the slicer page, that can be accomplished. All right, now on to the slicer pane. Okay, so we're starting
here with a report. I don't have my button here
so I can't click on anything. So what we want to do first
is we want to get the basis of what the slicer pane is gonna be. So the first thing we're gonna
do is go to the Insert bar and then I'm gonna do Shapes. Let's do rounded rectangle, right? And so we can come and we can create this and then we can edit it up. So probably don't need it to
be that big and we can come in, you can adjust and tinker
with different things. So like, let me get rid of the background so it's kinda transparent on the rounded. We can come into the
Shape, Rounded Corners, maybe I just want this to be
10% so it's not as pronounced. And then you can adjust the color too. So if we come into Style, Color, maybe I don't want it as loud of a blue. So yeah, it's pretty nice fill. And then the Border, we can just say, ah, maybe we want a black
for clean separation, cool. What we're gonna want to do
now is add our actual slicer and we'll add a field. So what do we want? First one we're gonna do is maybe the year and then we'll change this to a dropdown. For consistency sakes, all
of them are gonna be able to drop down and then we can
tinker around more with this. So what I want is on the formatting pane, we're gonna go into general effects. I don't want a background but
that looks really not usable so let's go back to the Visual and if we go to Values,
then the Font Color there, let's change that to black and then we can come into Background. That's what we want. Change the background
of the values to white and that way this is visible and then the year is visible as well. Maybe we wanna make that bold to make it stand out a little more. You can tinker around with
this to get the slicer the way you want it to look. And then what we'll do is
we'll get all of the slicers in here, right? So like a great cooking show,
I've already got that done and life is good. So now what we need to do is
we actually need to play around with the selections of these and let's start grouping things together. So lemme go to View and
we're gonna bring up the selection pane and we'll
see here that we've got all of our slicers here so
I did double click on these to name them so I know what they are. This makes it really
easy when you're trying to navigate through and
understand which item is there. If you just see slicer,
slicer, slicer, slicer, it's hard to figure out what's what when you're trying to group things, when you're trying to
interact with things. So just take the time, name your visuals, you'll thank me later. So now what I wanna do is I'm gonna select and then we'll go all the
way down to Slicer Background and we can group these. But wait, there's one
more thing I wanna do. One of the questions also
in the video was about, "Well, hey, I know you're gonna
end up with a close button "here to close the slicer pane
but what if I click outside? "Like I want something to click outside "so it goes away as well. "Like what happens there?" This is where the magic of
buttons are gonna come in. So we need to get some buttons in here before we go and group these up. So let's go and do that. We're gonna go to Insert and
we're gonna go to Buttons. We're gonna add two buttons here. One, I'm gonna do a blank button. This is gonna be our close button and we're gonna turn on text. Just gonna put an X, let's make it bold and we'll make it bigger. That's good. And then go to General
Effects, turn off Background. And we're gonna turn off button style, let's turn off Border and
we'll turn off Icon too. So we're just gonna have text on here and we'll size that up a little bit. So this will be our close button, right? So what we're gonna do
now is we're gonna add another button. Let's do a blank button and we're gonna make it the whole page. And we'll do the same thing as before so let's go to Effects, let's
turn the background gray. And then I'm gonna change
transparency to 75. So it kinda gives it
at more of a gray tone and I'm gonna turn off the Border. So again, just tinkering. Let's play with all the properties to get it to look the way we want. Let's do X button, full page close. And then what I wanna do is
bring this full page close below the Slicer background, right? So now we've got all our buttons in place for the slicer pane, we will
go through, select all of them and then we're gonna group
and rename it Slicer Pane. Now what I wanna do is I wanna hide this and we've got this other button
that's sitting here, right? So you can add this
button and you'll notice if I actually move this off, the background image just
has a white version of it. The button itself is this gray color. What I did here is
there's different states so default is going to be
this gray color for the fill so I'm just playing
with transparency here. So if you look at on press, it's 57%. On hover, it's 100% which
means you go through and then default is 57% as well. And this is our slicer panel button, let's just go move that up. We need to make sure
it's below this info page because of other usability items. So we've got our slicer panel
button here to open it up and then we've got our button inside of the slicer panel itself. So now let's go to View
and we'll go to Bookmarks. We already have some existing bookmarks but we need to create a bookmark
for our slicer pane itself. So here what I wanna do is I'm
gonna select the slicer pane, we're gonna say Add bookmark and we'll say slicer panel open. And then we'll make another
one where it's closed and we'll say add slicer panel closed. Cool so if we go to open,
we'll see that it's open but we need to adjust these
bookmarks a little bit. So let's go through,
we're gonna uncheck Data because I don't want this
to reset the selection. I did a whole video on
like mastering bookmarks so definitely go check
that out if you wanna learn about the settings and how they apply. It can trip you up if you forget. I've been there, I forgot that
it was checked and I'm like, why is this happening? Why is it resetting? For some weird reason and it
was because of this check mark. So Data is undone. I do want Display and I
don't want Current page. Now the other thing I want to do, make sure the slicer
panel group is selected. And I want to say Selected
Visuals only and then Update. So what this means is this
bookmarks only going to affect the visuals that are
within the slicer pane. It's not gonna touch anything else. And we definitely want that because we don't want it to
affect state of anything else. And then slicer panel close, we're gonna do the same thing, right? So we wanna uncheck Data, we
wanna uncheck Current Page and we want to change
it to Selected Visuals. Make sure that slicer pane is selected. And then we'll say Update visual. So now if we open, we're good. And if we close, we're good. Now we can go back in and we
can wire up a couple things. So first off, let's go to the X and we're gonna change the action, we're gonna turn this on Bookmark and we'll change it to slicer pane closed. And then we're gonna
select this full page item, we're gonna do the same thing. So now both of these
are selected correctly. We close it, we open
it, everything's good. Now I'm gonna close it. We're gonna go back to this button and we'll change it from Bookmark and we'll say slicer panel open. So now if I select this
item, it should open and then if I select this one, it closes. If I do open again and then click out
here, it closes as well. So everything's working. You might be saying,
"Adam, we're almost done." Ooh, wait, in the beginning of the video I told you about sync slicers, right? So let's go look at that. Let's go back to the open state. I'm gonna close the selections 'cause we don't need that anymore but I am gonna open up Sync Slicers. Again, going back to the
original question that was posed, "How do I affect these on every page?" In terms of the slicer panel,
you'd have to recreate this on every page if you wanted this look in each page that you had in your report. But on your overview page, if you wanted, you could get these
slicers as you select them to affect every page in general. The challenge there is you're
gonna have to come back to the overview page to do
it and it's a little clunky but it is an option. It is something you could play
with in terms of navigation and user experience,
things of that nature. So let's just go wire up sync slicers assuming that that's
what you wanted to go do. I'm not necessarily advocating
that you actually take this approach but I wanna
illustrate how you could do it. So again, we can select our year slicer. You have to do this for each
slicer that's in the list and as we go through, we wanna make sure that we are syncing it with each page and then unselecting it so it's only visible on the overview page. And then we would do this for each one. Again, like a cooking show, all of these are wired up
for sync slicers as well. So if I make a change
on one of these slicers, it will affect every page
that is selected here. So in this case, every
page that's in my report. And then you can go forth and have fun with those slicer selections. All right, that gets
us to the final product so I'm gonna hand this over
to you, what do you think? Are you using slicer panes? Are you leaning towards
just the filter pane? Do you use a mix of both? Tell me why down in the comments below. If you like this video, be sure to hit that big thumbs up button, smash it if you so desire. If it's your first time here,
hit that subscribe button. And as always, from
both Patrick and myself, thank you so much for watching. Keep being awesome and we'll
see you in the next video.
