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New Slicer Visual in Power BI Report within Microsoft Dynamics 365 CRM

Power BI is an analytical tool to design interactive Reports, and dashboards using Visuals, which allows information to be collected from different types of Sources such as Dataverse, SQL, Excel Workbooks, OData Feed, etc.

There are various visuals available to design our Power BI report, such as Card, Slicer, and Matrix in Power BI. Microsoft has announced a new feature in Power BI, namely “Slicer (new)” and it is an advanced version of the existing “Slicer” Visual.

In this blog, we will go through the process of designing a Power BI report to implement the use of this Slicer (new) Visual. Let us consider a business scenario where a Salesperson wants to filter out the list of the Customers of the organization. This implies that the report will exclusively showcase Customers owned by the Salesperson we have selected.

In the preceding blog post, we accomplished this using the “Slicer” and now, in the current post, we will delve into the upgraded iteration of the established “Slicer (new)“.

Let us have a look at the steps to accomplish this requirement using Power BI:

Step 1: Navigate to Power BI Desktop to Microsoft Dataverse. Look for the ‘Get Data’ option. Click and Expand ‘Get Data’ and select ‘Dataverse’.

Please refer to the screenshot given below:

Power BI Report

You shall be prompted to log in with the user credentials to establish the connection to Dataverse.

Step 2: After establishing the connection, select the necessary data from Dataverse. When you click the ‘Dataverse’, an environment selector window pops up. Select an environment from the options offered.

Please refer to the screenshot given below:

Power BI Report

Step 3: Now, select the tables as indicated in the screenshot (You can select any table as per your requirements).

Power BI Report

On selecting the tables from the appropriate environment, data can directly be loaded or transformed.

All the Table columns are visible in the sitemap. Select Slicer (New) from Visualization, and then select the columns Full Name from the System users table.

Power BI Report

When you add the newest Slicer, it will automatically convert into the Button Format on the Power BI Report.

Power BI Report

In the older version of the slicer, certain functionalities were limited. For instance, there was a need to manually create buttons in vertical and horizontal within the formatting options unlike in the newest version of the slicer. We have more functionalities as compared to the oldest slicer which we will see one by one below.

Add Images:

Images functionality allows us to take image URLs to display images on the Slicer options.

We will add the sample image URLs in the “Title” Field of User Entity.

After this, we have to click on Images->then click on Add data->then search Title Field.

Power BI Report

Power BI Report

Button Formatting:

In this property, we encounter a broader range of features such as Border, Fill, Shadow, Glow, and Accent Bar. Let us explore all, individually.

Power BI Report

When we enable the “Shadow” option for the Slicer, it will be applied to the Slicer’s data. To achieve this, we need to define the position and offset parameters within the Shadow properties.

Power BI Report

When we enable the “Glow” option for the Slicer, it will be applied to the Slicer’s data. To achieve this, we need to define the Color, position, and offset parameters within the Glow properties.

Power BI Report

When we enable the “Accent Bar” option for the Slicer, it will be applied to the Slicer’s data. To achieve this, we need to define the Color, position, Transparency, and Width parameters within the Glow properties.

Power BI Report

After that, we can filter the Customer by Salesperson name using the new “Button Slicer” feature as shown in the below screenshot.

Power BI Report

Conclusion

By following these steps, you can explore the New Features “Button Slicer” report that displays Customers filtered based on selected Salespeople. Thus, is a valuable way to present data for various business scenarios within Dynamics 365 CRM.

Power BI

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