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Home > Insight Reporting Tool > Insight Report Developer: Producing Analytic Reports > Filters and Parameters
Filters and Parameters serve very similar purposes, but they are used differently in the development of analytics. Filters are used by the report developer while you are creating the report to limit data being pulled into reports or visualizations, while parameters are used by regular users when they are running the report to further limit the data to suit a specific reporting need. For example, a report developer might build a data filter into a report so that it only pulls back transactions of a specific type and then add a parameter that users can use to further limit the data the report provides to only show transactions for a certain department code and fiscal year / period.
Adding Filters
To add a filter, navigate to the Filters panel. Here, there will be two or three options: “Filters on this visual” (only if a visual is selected), “Filters on this page”, and “Filters on all pages”. Determine the scope necessary for the filter being added.
Drag the field from the Data panel into the desired filter option.
Set the filter as desired.
Adding Parameters
To add a parameter (also called a Slicer in Power BI), either copy it from the template or add one from the Visualizations panel.
The Parameter / Slicer icon looks like this:
2. Add a data field for the slicer to filter on from the Data pane.
3. Still on the Visualizations panel, select the Format visual icon to open formatting options for the parameter / slicer.
4. Under the formatting options for the parameter / slicer, click on Slicer settings → Options, and then set the style of parameter / slicer as desired.
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