Guide to Updating Bookmarks in Power BI Today

A New Approach to Updating Power BI Bookmarks

Bookmarks in Power BI are great for saving time, but their upgrade can be tiresome. However, the blog post shared by "Mara Pereira" reveals a trick for easy and fast bookmark upgrading. Summarily, it proposes grouping visuals and consistently selecting "SELECTED VISUALS" when creating your bookmark.

This approach's specifics entail grouping visuals/shapes in your reports, then selecting these groups you wish to apply the bookmark on using the Selection Pane. Afterwards, create a bookmark with the "Selected Visuals" option enabled. Whenever you want to update the bookmark, for instance, adding an extra visual, simply drag the new visuals to the appropriate group in the Selection Pane.

To better visualize this trick, consider the example given in the blog post of wanting to switch between a line chart view and a bar chart view. You could either hide/show the visuals you want individually from the selection pane and create a bookmark for All Visuals, or group your visuals first before creating the bookmark. The latter, the post suggests, is smarter and simpler.

Grouping your visuals makes creating bookmarks much easier. You can select the entire group in the Selection Pane and hide/show multiple visuals with just one click. The bonus is, it makes everything look way more organized when visuals are grouped.

The blog post emphasizes the use of "Selected Visuals" instead of "All visuals" when creating your bookmark. If you add an extra visual to each view, say, a KPI beneath each chart, you may not achieve the expected behavior. But because we grouped our visuals and used the "Selected Visuals" option when creating our bookmarks, updating becomes far easier.

Conclusively, the key point is that once you group visuals and use that group in your bookmark, the bookmark saves the group. Therefore, if you add more visuals to that group after creating the bookmark, it exhibits the correct behavior. The option "Selected Visuals" is preferable because it ensures that the bookmark captures only areas you are switching, thereby reducing the process of creating and updating bookmarks. For more information, click here

The complexity of the visualization tool is notably reduced using this technique, particularly when creating and updating bookmarks. Using this technique, the post argues, can save long hours upgrading bookmarks. Other advantages include a neat organization of visuals, easy switching between various views, and effective control over what displays on the page.

Generalization of the highlighted concept

An optimal utilization of modern data visualization tools is vital in the data-driven world of today. Good data visualization is about telling a story and making complex data more practical. Techniques such as the one discussed above are essentially time-saving hacks aimed at facilitating and optimizing the process of dealing with data visualization. They enable users to utilize these tools smartly and to the fullest, maximizing their advantages.

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Learn about Updating your bookmarks in Power BI... Today

Learning to frequently update bookmarks in Power BI can be a challenging process. But luckily, there's a simple strategy to make your life a little bit easier and the entire process much faster. What should you do? We propose, group your visuals and always select the option "Selected Visuals" while making your new bookmark.

Diving into specifics, the steps needed for this convenient approach are:

• To group the visuals/shapes in your report, essentially creating types of reporting zones
• Using the Selection Pane, you pick the groups you want the bookmark to be applied on
• Create a new bookmark with the option "Selected Visuals" included
• When you decide to update a bookmark, for instance, adding an extra visual, simply drag that new visual to the right group in the Selection Pane

Let's consider an easy example. Suppose the report below:

Let's say, you wish to switch between two tabs "Line chart view" and "Bar chart view" making sure you only show either the line chart or the bar chart. First, create your buttons, your line chart, and bar chart, following that, it's time to formulate your bookmarks.

There are two feasible ways to approach this, you can either go with the "common" way, which involves hiding/showing the visuals you want separately from the selection pane and generating a bookmark for All Visuals:

Nonetheless, there's also the smart way, which involves initially grouping your visuals! You can easily observe why grouping your visuals will make your life significantly easier when developing bookmarks. This way, you can pick the entire group in the Selection Pane and hide/display multiple visuals with just one click. How efficient is that?

Using this beneficial hack of grouping the visuals for bookmarks has saved a considerable amount of time and additionally, everything looks much more organized when you have your visuals grouped.

The next step is to select "Selected Visuals" rather than "All visuals" when formulating your bookmark:

So, let's say we have our visuals grouped, our bookmarks created using the "Selected visuals" option, now we wish to add an extra visual to each view. Let's add a KPI below each chart, and see how our bookmarks respond:

From here, the new visuals don’t seem to be behaving as anticipated, but if you use bookmarks you were probably already expecting this to happen.

Now you might probably revisit your Selection Pane and reconstruct the bookmarks once more, which can feel frustrating especially if you have many bookmarks and visuals, this can become a daunting task.

However, due to the fact we grouped our visuals and opted for the "Selected Visuals" option while creating our bookmarks, this task is going to be significantly more straightforward.

The hidden gem about bookmarks is this handy trick, the best part about it:

Yes, it's true! To update the bookmarks you simply need to drag the visuals to the right group in the Selection Pane, and the bookmark automatically updates to reveal the correct visuals!

The selection of "Selected Visuals" rather than "All visuals" truly helps streamline the bookmarking process if you have multiple bookmarks on the same page. Employing "Selected visuals" allows you to only focus on a specific group of visuals and ensuring that they function properly in your bookmark, instead of juggling with all that is displayed on the page.

This is honestly the smartest visualization trick found in Power BI these days. Looking to learn more about Power BI Report Designing? Then the Power BI Report Design Bootcamp is what you need!

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Keywords

Updating bookmarks, Power BI, Power BI Updates, Power BI Bookmarks, Bookmark Management, Power BI Improvements, Business Intelligence, Data Visualization Updates, Enhanced Power BI features, Power BI Features Upgrade