skills/power-bi-filters/SKILL.md
Add, remove, and manage page-level and visual-level filters on Power BI PBIR reports using pbi-cli. Invoke this skill whenever the user mentions "filter", "TopN filter", "top 10", "bottom 5", "relative date filter", "last 30 days", "categorical filter", "include values", "exclude values", "clear filters", "slicer filter", "page filter", "visual filter", or wants to restrict which data appears on a page or in a specific visual.
npx skillsauth add julianobarbosa/claude-code-skills power-bi-filtersInstall this skill globally with one command. Works with Claude Code, Cursor, and Windsurf.
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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.
# 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).
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.
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).
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).
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"
# 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.
# 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
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
pbi --json filters list --page page1
--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.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.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.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.development
End-to-end branch delivery: commit (no AI attribution) → push → open a pull request → ensure a Board work item exists (create one per task, assigned to the configured user, if none) and link it → after merge, clean up branch and worktree. Auto-detects the platform from the remote — Azure Repos + Boards (azure-devops-node-api SDK; OAuth Bearer push fallback via `az`) or GitHub (Octokit; `gh` for auth). Scripts are TypeScript, run via `bun`. Use whenever asked to "ship", "ship it", "ship this branch", "open a PR", "push and open a PR", "raise a PR", "deliver this", "send this for review", or "create a PR and link the work item" — and when a direct push to main is blocked and the change needs to go through a PR instead.
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