A quirky Bookmark scenario with Filters in Power BI. Pay Attention!
Power BI
Sep 1, 2023 3:00 PM

A quirky Bookmark scenario with Filters in Power BI. Pay Attention!

by HubSite 365 about Guy in a Cube

Data AnalyticsPower BILearning Selection

A question came up about why bookmarks weren't working and how to solve a particular scenario regarding filters in Power BI. Adam shows how to solve this and us

A quirky bookmark scenario arises with filters in Power BI, leading to questions about why bookmarks are not functioning properly. By applying some DAX functionality, Adam demonstrates a solution. Bookmarks in Power BI can be created to share insights and build narratives, which are made possible by saving the current state of a report page, including filters, slicers, highlighted visuals, and more.

There are two kinds of bookmarks: personal and report. This document discuses report bookmarks. These bookmarks allow other users to return to the exact state of the report when selecting these saved report bookmarks.

  • Bookmarks can be used to create a collection which can be arranged in particular order. This is advantageous for step-by-step presentations to highlight insights or narratives that can be told through visuals and reports.
  • You can create personal bookmarks when viewing reports in the Power BI service. You and your report readers can do more once report bookmarks have been created, like quickly building a bookmark navigation experience with a few more clicks.

To create report bookmarks, the user must have editing permissions on the report. The elements saved with the bookmark include the current page, filters, slicers, visual selection state, sort order, the visibility of an object and so on.

You can rename, delete or update bookmarks, and each bookmark can have different properties including Data properties like filters and slicers, Display properties like spotlight, Current page changes, and more. These bookmarks can be useful to switch between report views or visuals sections.

Bookmarks can be rearranged, viewing them as a slideshow; there is an option to assign buttons to bookmarks, creating a bookmark navigator or set of buttons all attached automatically to a group of bookmarks is possible. You can also create bookmark groups when you need to organize multiple bookmarks together.

 

Using Bookmarks in Power BI

Bookmarks in Power BI provide a valuable tool for storytelling and stepping through a report. They save the state of the report, offering users a way to return to that specific stage. Users can create a series of bookmarks and use them in order to highlight specific insights. They are a versatile feature, allowing authors to create button controls to navigate pages, hide or show images, or change filters. Bookmark groups and bookmark sliders are additional features that enhance user experience. Remember, while you can't create groups of personal bookmarks, you can specify a default view for them.

Learn about A quirky Bookmark scenario with Filters in Power BI. Pay Attention!

The main topic of the text revolves around the creation and utilization of bookmarks in Power BI, a business analytics service by Microsoft. The text discusses a peculiar scenario where bookmarks weren't functioning as expected, offering solutions on how to navigate such situations. It introduces the concept of bookmarks, which capture the current state of a report page, including filters, slicers, visual selection state, sort order, and many more. The text underlines two types of bookmarks - personal and report, focusing primarily on the latter.

The text discusses the various uses of bookmarks like presenting insights, tracking report creation progress or building a narrative with visuals and reports. It further delves into how individuals viewing a report can create personal bookmarks. There's also mention of how to enhance the bookmark navigation experience. To create report bookmarks, edit permissions for the report are necessary. The creation of a bookmark involves saving several elements including the current page, filters, slicers, visual selection state, sort order, and more. The bookmark serves to retain all these settings for future use.

 

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Keywords

Microsoft Power BI filter troubleshooting, DAX usage in Power BI, Power BI report bookmarks creation, Personal bookmarks in Power BI service, Configuring report page in Power BI.