Any way to capture current Data View/ Tab filter settings and recreate for another user?

GertFoot

New Member
Joined
Feb 23, 2021
Messages
7
Office Version
  1. 365
Platform
  1. Windows
We're looking to build a simple PBI report that will help us process a lot of data and find interesting combinations of factors/ fields/ columns values.

The data view/ tab actually suits our needs very well - we simply use filters on ~10 columns and can find a set of records that require additional investigation.

We'd like to be able to save the specific combination of specific filter values on the current data view/ tab and send it to another colleague for processing.

I've tried to recreate the data view in a report but I can't get a similar top of the column filter setup. I can recreate the current filter on the Power Query page but I have to duplicate all of the filter settings from the data view page to the Power Query. From the Power Query Advanced Editor I can see a DAX? query which looks like a potential solution but I would much rather save the current data view/ tab page without all the additional duplication of steps and effort.

I could possibly use Excel as a kind of data view/ tab proxy - but I'm not sure Excel would cope with the tens of millions of rows we are processing in a single operation.

Thank you for any advice or tips that might get us closer to the goal of saving the current data view/ tab filter settings.

Cheers!
 

Excel Facts

How to create a cell-sized chart?
Tiny charts, called Sparklines, were added to Excel 2010. Look for Sparklines on the Insert tab.

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