SCvation – Business Intelligence

Table of content
    Add a header to begin generating the table of contents

    Overview Data Slicer

    The Data Slicer is a powerful tool that simplifies data filtering. With the Data Slicer, users can efficiently filter their reports using the bulk-insert functionality, providing an intuitive and efficient way to refine data sets in Power BI.

    The Data Slicer offers several other useful features to improve your data filtering workflow. With the quick menu, users can change the separator and operator settings even in the reading view of the report, giving them flexibility and control over the data filtering parameters. With its responsive design, Data Slicer adapts seamlessly to different screen sizes and devices, ensuring a consistent and optimal user experience across all platforms.

    In addition, the Data Slicer features a highlighted frame that visually indicates unapplied changes in the filter to alert the user that their new filter conditions have not yet been applied to the report. In addition, the Data Slicer ensures smooth use in multilingual Power BI reports.

    This documentation serves as a comprehensive guide to help you maximize the capabilities of Data Slicer Visual. Whether you are new to Power BI or an experienced user, you will find valuable information here to improve your data analysis workflow.

    Slicer Settings

    The Silcer settings contain general settings for the Data Slicer visualization.

    • Delimiter
    • Operator
    • Apply filter logic
    • Apply filter with ctrl + enter
    • Show number of entries
    • Background color
    • Highlight border (on change)
    Delimiter

    This setting allows the user to specify the separator used to separate the individual search values when applying a filter in the report. By default, the separator is set to “Linebreak”. The following separators can be selected as an alternative:

    • Line break [ /n ]
    • Comma [ , ]
    • Semicolon [ ; ]
    • Vertical line (pipe) [ | ]
    • Space [ ]

    This setting can also be changed directly in the visualization via the Quick Menu.

    Operator

    The Filter Operator setting allows the user to specify the operator to be used for filtering data within the report. The user can choose from two options: “In” and “Not In”. These operators determine how the filter criteria are applied to the data set.

    • In: The report only shows data that matches one of the filter values.
    • Not In: The report only shows data that does not match any of the filter values.

    This setting can also be changed directly in the visualization via the Quick Menu.
    If the operator is changed, the filter is automatically reapplied.

    Apply logic

    This setting provides control over when the filter criteria are applied, improving usability and providing a seamless data filtering experience. Choosing a suitable application logic can improve efficiency when using the report.

    The user can choose between two options:

    • Filter button: The filter is applied via a button in the Quick Menu.
    • On exit: The filter is applied when exiting the search field.
    Apply filter with ctrl+enter

    As an alternative to the apply filter logic, the filter can also be applied using the ctrl+enter key combination. The use of this key combination can be activated with this setting to increase the user-friendliness of the visualization and to make the interaction more intuitive and efficient.

    Show number of entries

    This setting allows you to display the number of search entries. It can be shown or hidden using an on/off button. This option can be helpful to keep an overview when a large number of search values are copied into the search field.

    Background color

    The background color of the Data Slicer visualization can be set using the “Background color” setting. The user can choose from a range of colour options to adapt the visual appearance of the visualization to their wishes.

    Highlight border (on change)

    The Data Slicer can indicate to the user whether there are any unapplied changes in the search values. For this purpose, the search field is highlighted by a colored frame. This frame is displayed as soon as a change is made in the search field and disappears again as soon as the filter is applied by clicking on the filter button or exiting the search field.

    The “Highlight frame” setting allows you to activate/deactivate this function of the visualization.

    Werte (Values)

    This area of the menu offers settings for adjusting the search area of the visualization so that the user can adapt the design to their wishes and the visual appearance of the report.

    The following parameters can be set by the user:

    • Font
    • Text size
    • Text color
    • Background color
    • Automatic linebreak
    • Show placeholder
    • Placeholder text
    • Show border
    • Border width
    • Border color
    • Border color highlight
    Font

    This setting defines the font for the search values. The user can customize the appearance of the search values by selecting a preferred font. There are 27 fonts to choose from to improve readability and adapt the visual appearance of the visualization to your wishes.

    Text size

    With the Text size setting, the user can change the size of the search values to optimize readability and adapt the text to personal preferences. Any numerical value can be set as the text size.

    Text color

    The Text color setting allows the user to change the color of the search values to optimize readability and adapt the text to personal preferences. The text color can be selected from a range of color options.

    Background color

    The background color of the search field can be set using the “Background color” setting. The user can choose from a range of colour options to adapt the visual appearance of the visualization to their wishes.

    Automatic linebreak

    The automatic line break controls whether automatic line breaks are made in the search field of the visualization. When activated, line breaks are automatically inserted in the search field, which improves readability and user-friendliness. When deactivated, the user must enter the line breaks manually if required.

    Show placeholder

    The Show placeholder text setting controls the display of placeholder text in the search field of the visualization. When activated, the placeholder text is displayed to give the user hints or instructions on what type of information to enter. When deactivated, the placeholder text is hidden so that the text can be entered without predefined instructions.

    Placeholder text

    A text field allows the user to customize the text that is displayed as a placeholder in the text area of the visualization. The placeholder text is used to provide the user of the report with information or instructions on what type of information should be entered. This setting allows the user to customize the placeholder text. The default value, if no individual placeholder text has been entered, is the name of the column from the data set that was stored in the drop zone of the visualization.

    Show border

    This setting controls the visibility of the frame around the search field of the visualization. When activated, a frame is displayed around the search field, which enables visual differentiation and demarcation from the surrounding elements. When deactivated, the frame is hidden, resulting in a seamless integration of the text area into the Power BI report.

    Border width

    The frame width influences the visual appearance of the frame to control its prominence and visual impact. The user can set the thickness of the frame in three different levels:

    • Thin
    • Medium
    • Thick
    Border color

    This setting allows the user to customize the border color of the search box. A range of color options are available to adapt the visual appearance of the visualization to their preferences or to coordinate with the general color scheme of the report.

    Border color highlight

    The visualization offers a setting to place a coloured frame around the search field as long as the filter has not been applied. This setting defines the color for this highlighted frame. A range of colour options are available to adjust the visual appearance of the visualization to your preferences and to signal to the user of the visualization that changes have been made to the filter but not yet applied. As soon as the filter is applied, the frame disappears again or returns to its original state.

    The Quick Menu is located in the visualization below or to the right of the search field. It contains several buttons to quickly change the most important settings without having to open the menu. The following operating elements are available in the Quick Menu:

    • Operator button: switch between the operators
    • Delimiter button: switch between the delimiters
    • Apply filter button: apply filter to filter the report
    • Reset filter button: cancel filter

    The settings offer options to change the properties of the Quick Menu.

    • Show delimiter button
    • Show operator button
    • Apply filter icon
    • Button size
    Show delimiter button

    The separator button in the Quick Menu can be activated/deactivated via this setting if no change to the separator is desired/necessary by the user of the report, or if some space is to be saved. The separator can be configured in the settings menu (Slicer settings => Separator) regardless of whether this setting is activated/deactivated.

    Show operator button

    The operator button in the Quick Menu can be activated/deactivated via this setting if no change to the operator is desired/necessary by the user of the report, or if some space is to be saved. The separator can be configured in the settings menu (Slicer settings => Operator) regardless of whether this setting is activated/deactivated.

    Apply filter icon

    The filter button in the Quick Menu is marked with a funnel symbol by default. Alternatively, this setting can also be used to select a tick symbol to adapt the visualization to your personal preferences.

    Button size

    The size of the buttons in the Quick Menu can be set to 3 different levels to increase the user-friendliness of the visualization. 

    License

    There are three ways to purchase and use the Data Silcer. The visualization is available free of charge via AppSource. Alternatively, it can be licensed by purchasing a Microsoft plan via AppSource, or a license key can be purchased directly from SCvation GmbH.

    Activate with a license key
    If a license key for the visualization is purchased from SCvation GmbH, it can be used to activate the visualization directly in the report. To do this, the license key must be inserted into the License Key text field in the License section of the Settings menu. This activation process must be carried out once for each instance of the visualization.

    License Type

    Free of charge
    The visualization can be obtained free of charge via Microsoft AppSource. The free version is restricted to a limited number of simultaneous search values. Alternatively, a 30-day trial version without this restriction can be used when purchasing a Microsoft Service Plan license. After these 30 days, the subscription must be canceled manually.

    Microsoft Service Plan
    In Microsoft AppSource, the visualization can be purchased in the form of a service plan for a monthly or annual payment. There are several service plans available which differ only in the number of users. The visualization can be tested free of charge without restrictions for the first 30 days after purchase. The purchased licenses can be assigned to users in the Microsoft Office 365 Admin Center. A license must be assigned to each user who uses a report that contains this visualization.

    SCvation Custom License
    If none of the Microsoft service plans meet your requirements, or you want to avoid having to manually assign the licenses to your employees, you are welcome to contact us and purchase a license key from us.

    Expiring date

    If the visualization is activated via a license key from SCvation GmbH, you will find the date on which the license expires here.

    License key

    License keys purchased from SCvation GmbH can be imported here to activate the visualization.