Power BI: How to Filter Pursuits by Smart Fields

The Pursuits report can easily be configured to include information captured as part of your Pursuit ‘Smart Fields’. For example, Smart Fields can be used to capture key deal information for Pursuits like Product, Service, Industry, Location, and more. 

In your Power BI report, you could then add these Smart Fields as filters, allowing you to see how your Pursuits are performing across Products, Services, Industries, and Locations. You can tailor the existing visuals in the template provided by QorusDocs as well as create new visuals to suit your reporting needs. 

In this article, we'll explain how to add a Pursuit Smart Fields filter to the Pursuit Details dashboard available in the QorusDocs Power BI report template. 

1. Use the article below to access your data in Power BI:
   Using OData to analyze your QorusDocs activity – Help Center

2. Select the Field as shown in our example 'Pursuit Details'

   

3. Once you have the report opened, click on a blank space and add a slicer.
   Note - You may resize and move the slicer around as needed.

4. Next, connect the slicer to the Smart Field you wish to filter on in the "Pursuits Smart Fields Filter" table. In the example below, we connected our slicer to our "Industry" Smart Field.

   

   At the top of the slicer, you should have the Smart Field name, and below this, the values available to filter on, a bit like this: 
   
   

5. Optionally, you can change the slicer options to display Smart Field values as a dropdown menu instead of checkboxes:
   • Click on 'Format your Visual'
   • Click on 'Slicer settings'
   • Then choose the option you prefer - in this case dropdown