Inforiver Super Filter- The Ultimate Slicer Reimagined

Slicers are a key feature in Power BI, allowing users to interact with data intuitively and refine insights with ease. They enhance report interactivity by enabling quick filtering of dates, categories, and key metrics. While traditional slicers provide essential filtering, some scenarios require more advanced capabilities for deeper data exploration. This is where the Inforiver Super Filter comes in, offering enhanced features like dynamic date filtering, facet panels, and measure-based filtering to further streamline data analysis.

What is the Inforiver Super Filter?

The Inforiver Super Filter is an advanced filtering slicer designed to enhance data exploration in Power BI. It consolidates multiple filtering functionalities into a single, intuitive visual, making it easier to manage complex datasets. With features like dynamic date presets, hierarchical filtering, measure-based filtering, and bulk selection, it provides greater flexibility and efficiency in refining data. Built to complement Power BI’s native slicers, the Inforiver Super Filter empowers users with a seamless and more interactive filtering experience, enabling deeper insights with minimal effort.

Key Features of the Inforiver Super Filter

1. Date Filter: To filter the date, Inforiver Super Filter provides two types of selection styles: Slider and Calendar.

• Date Slider: Provides an interactive way to filter data using a slider bar with customizable styling and behavior. It also includes a Calendar Picker for easy date range selection.

• Slider Types:

Slider Type	Description
Between	Limits selection to existing dates with auto-derived Min/Max.
Between No Scale	Allows selecting dates beyond the data model; the value updates dynamically.
Before	Uses a single drag handle to select a date, including all dates before it
After	Uses a single drag handle to select a date, including all dates after it.

• Fixed Interval: The Fixed Interval feature shifts a date range forward or backward while keeping its duration constant, ideal for analyzing consecutive periods like quarters.

• Dynamic Date Preset: The Date Preset allows users to quickly apply predefined date filters, simplifying selection with default and customizable options.

• Calendar Filter: Displays a calendar view directly on the slicer, offering an intuitive interface for selecting date ranges or specific periods. It supports multiple configurations to suit diverse filtering needs, including Date, Date/Month, and Multi-Year modes. This flexibility ensures precise and effective time-based analysis.

• Calendar Mode: Calendar Modes offer flexible options for selecting date ranges or periods, supporting year, month, week, and day-based filtering.

• Calendar Control: The Calendar Control feature in Inforiver Super Filter allows users to switch between calendar modes (Year, Month, Week, Day) dynamically via a dropdown and toggle options for Multi-Year and Month Range.

• Calendar Heatmap: Uses a color-gradient to visually highlight data trends, patterns, and anomalies over time, making time-based insights easier to spot.

• Variance: The Variance feature in Inforiver Super Filter enhances calendar visuals by displaying green/red variance cards for quick trend analysis. Users can enable it from the Date Filter section and choose between absolute (Diff Δ) or percentage (Diff Δ%) variance, making it ideal for period comparisons and identifying trends.

• Days Off: Allows users to exclude specific days, such as weekends or non-working days, from date calculations.

• Invalid Dates: The Invalid Date Handling feature in Super Filter highlights dates missing from the data model using strikethrough, italics, or custom colors, ensuring clear visual distinction.

• Rotate Layout: The Rotate Layout feature in Super Filter lets users toggle between vertical and horizontal calendar views, optimizing space for displaying multiple months efficiently.

2. Categorical Filter: Categorical filters in Power BI refine data by categories for better analysis. The Inforiver Super Filter enhances this with Hierarchy Filter for drill-downs and Facet/Panel Filter for intuitive selection.

• Hierarchy Filter: This method uses an expandable tree structure for seamless drill-down into categories and subcategories. Ideal for hierarchical data like product categories or org structures, it ensures a clean, organized filtering experience.

Hierarchy Filter – Additional Features: The Hierarchy Filter in Super Filter offers advanced customization options like,

• Category Styles for formatting different hierarchy levels.
  • Filter Type (Checkbox, Radio, List) for selection control.
  • Select All Option with customizable labels.
  • Custom Context Menu (Expand/Collapse, Expand To).
  • Display Child Count (Leaf Count, Immediate Child).
  • Single Child Display with multiple view options.
  • Alternate Row Colors for readability.
  • Expand/Collapse Icons (Arrow, Plus/Minus).
  • Expand to Level to predefine hierarchy depth.
  • Node & Category Formatting for text, background, and fonts.

• Facet Filter: This method minimizes clutter by merging multiple slicers into a single panel. It enables dynamic filtering, where selections refine other categories, and supports customizable horizontal or vertical layouts for flexible report design.

Facet Filter – Additional Features: The Facet Filter in Super Filter includes enhanced capabilities such as,

• Hierarchical Data Support for expanding/collapsing categories.
• Edit Data to rename category items directly in the filter.
• Date in List View for a structured matrix-style display.
• View Type Options (Checkbox, Radio, List, Dropdown, Tile, Toggle).
• Cascade Filter to dynamically adjust selections across categories.
• Custom Layouts (Vertical/Horizontal) with adjustable heights.
• Bulk Copy-Paste & Mass Filtering for large datasets.
• Progress Bar & Search to enhance usability.
• Responsive Tile Settings for dynamic resizing.
• Apply All & Reset Options for filtering control.
• Custom Styling for text, background, icons, and headers.

• Tree Map Filter: The Tree Map Filter in Inforiver Super Filter offers an interactive, visual way to filter data. Users can click or drag to select multiple items, dynamically refining data through a tree map layout.

3. Measure/Numeric Filter: The Numeric and Measure Filter provides a dynamic way to filter data based on numerical values. These filters allow users to refine datasets using sliders or manual input, offering precise control over numerical ranges. They are particularly useful for slicing data by metrics such as sales, revenue, or any other numerical measure.

• Numeric Filter: The Numeric Filter enables filtering by adding a numeric column to the Category field, activating a measure slider for quick adjustments or manual input for precise selection.

• Measure Filter: The Measure Filter adds a slider to dynamically filter both the report and Category field items in the slicer itself by a selected numeric range.
  
  
• Tooltip: The Measure Filter offers tooltips for categorical and date fields, enhancing clarity and providing additional context during filtering.

4. Other Features

• Presets: Presets in Inforiver Super Filter streamline filtering by providing pre-configured options, reducing manual selection and improving efficiency in data analysis.
• Conditional Formatting Preset: Conditional formatting presets allow users to highlight data dynamically based on predefined rules, making key insights more visible.

• Saved Filter Presets: The Saved Filter Presets in Inforiver Super Filter let users save and manage predefined filters for quick access, improving efficiency by eliminating the need for manual reconfiguration.

• Quick Mode: The Quick Mode feature in Inforiver Super Filter offers a fast and intuitive way to switch between filter types. The + icon in the bottom left opens a list of applicable filters, allowing users to select and apply them instantly, reducing manual configuration.

• Play Axis: The Play Axis feature in Inforiver Super Filter animates data filtering, automatically cycling through filter values over time. It helps visualize trends, time-based changes, and patterns without manual adjustments.

• Search: The Search Feature in Inforiver Super Filter allows users to quickly find items using wildcard searches, enabling flexible filtering by text, numbers, or dates.
  • Wildcard & Advanced Search: The Wildcard & Advanced Search feature in Inforiver Super Filter allows precise filtering using text, number, and date-based patterns, enhancing search flexibility with wildcard characters and operators.
    • Text Search:
      • Contains: text, *text*, t??? (e.g., ABC, *INC*, A??)
      • Equal To: “text” (e.g., “ABC”)
      • Starts With: text* (e.g., ABC*), Ends With: *text (e.g., *INC)
      • Match First Letter: ^t (e.g., ^A)
      • Must Contain: +text (e.g., +ABC), Must Not Contain: -text (e.g., -INC)
      • Compound Search: (ABC*&?*INC)
    • Number Search:
      • Greater/Less Than: >10, <500
      • Greater/Less or Equal: >=100, <=50
    • Date Search:
      • Equal To: 2025 or =2025
      • Range Operators: >2025, >=2025, <2025, <=2025
      • Between: 2025_2026
      • Not Equal To: !2025
    • Date Formats:
      • Year: 2025
      • Month: 202501, 2025-01, 2025.01
      • Date: 20250101, 2025-01-01, 2025.01.01

• Operator-Based Measure Filter Search: The Operator-Based Measure Filter Search enables users to filter measure values using numeric operators (e.g., >10m, <500k), making dataset refinement easier.
  • Focused Text Filter: The Focused Text Filter dynamically applies filters as users type, working within the Facet Filter or as a standalone search filter for precise data retrieval.
• Saved Filter: Enables users to create and manage preset selections, streamlining repetitive filtering by quickly applying frequently used configurations without manual reselection.
• Mass Filter: Enables multiple filters to be applied simultaneously through copy-pasting values or performing bulk selections, ideal for managing large datasets efficiently.

• Conditional Formatting: Applies colors to items based on specific criteria, helping to highlight key insights or trends in the data.
• Pop-Up Mode: Offers a compact, space-saving visual that can expand into a full-screen pop-up on the Power BI canvas for enhanced interaction.
• Display Settings: Allows customization of the visual’s appearance and accessibility to align with user preferences and dashboard requirements.
• Sorting and Ranking: The Sorting and Ranking feature in Inforiver Super Filter helps users organize and prioritize data, enhancing clarity. Available in Facet and Hierarchy Filters, it enables better data structuring.
• Tool Bar Feature: The Tool Bar in Inforiver Super Filter offers customization options to enable or disable visual elements, ensuring a tailored filtering experience.

Together, these features demonstrate the Inforiver Super Filter’s capability to not only enhance data visualization but also streamline complex filtering processes, making it an indispensable tool for Power BI users.

Setup and Configuration

Feature	Setup	Configuration
Date Slider	Add Date field, set to Date, and enable Date Slider.	Choose Slider Type and customize appearance.
Calendar Selection Style	Set selection style to Calendar in Format Pane.	Select range modes and customize Week Numbers/Quarters.
Calendar Heatmap	Add a Measure to Others Field and enable Heatmap.	Choose up to two colors for value gradients.
Days Off	Configure Days Off in the Date Mode section.	Select specific days to exclude from calculations.
Dynamic Date Preset	Enable Preset Bar in Format Pane.	Choose presets like YTD, MTD, and Last Week.
Conditional Formatting Preset	Create Conditional Formatting rules and enable Preset Bar.	Configure Name, Type, and formatting in Preset Bar.
Hierarchy Filter	Enable Hierarchy Filter in Format Pane.	Customize category styles, filter types, and expand settings.
Facet/Panel Filter	Configure View Type in Facet Filter section.	Adjust layouts, spacing, and enable bulk operations.
Measure Filter	Set up a Slider for numerical ranges.	Customize Slider functionality for numeric ranges.
Mass Filter	Use Copy-Paste Icon and input values for filtering.	Apply filters via Copy-Paste or manual input.

Use Cases for the Inforiver Super Filter

The Inforiver Super Filter enhances Power BI report interactivity by providing advanced filtering capabilities beyond traditional slicers. Below are key use cases where the Super Filter streamlines data analysis and improves user experience.

1. Time-Based Analysis:
   • Use Dynamic Date Presets to streamline filtering for periods like Year-to-Date (YTD), Last Quarter, or custom date ranges.
   • Ideal for financial reports or performance reviews requiring frequent time period comparisons.
2. Hierarchical Data Exploration:
   • The Hierarchy Filter makes navigating multi-level datasets intuitive, such as drilling down into product categories or geographical regions.
   • Example: A retail manager can explore sales performance by region, then drill down to cities and stores effortlessly.
3. KPI Tracking:
   • The Measure Filter enables precise analysis by focusing on metrics that meet specific thresholds, such as products exceeding a sales target.
   • It is useful for dashboards tracking profitability, retention rates, or project costs.
4. Mass Data Management:
   • Use the Mass Filter to filter multiple items at once via copy-paste functionality, saving time with large datasets.
   • Example: Quickly analyze a list of customer IDs or product SKUs without manual selection.
5. Visual Highlighting:
   • Apply Conditional Formatting Presets to emphasize critical data points, such as overdue tasks or top-performing products.
   • Ensures key insights are visually distinct and accessible briefly.

Hands on demonstration of Super Filter

Conclusion: Elevating Power BI Filtering

The Inforiver Super Filter enhances Power BI filtering with dynamic presets, hierarchy filtering, and heatmap visuals. Its intuitive design and customization options simplify data exploration, making it a powerful tool for professionals. By offering precision, flexibility, and performance, it transforms filtering into a seamless and insightful experience, helping users uncover key insights effortlessly.