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Helper III
Helper III

Bookmark specific filters

Hello,

Is there a way for me to bookmark specific filters in Power BI? I know I can bookmark specific tables (i.e., show some and hide some), but what I want to show are the same tables but with different views based on pre-defined filters (e.g views A and B; View A filters on brands a, b, c, d, e and dollar amonts a, b, c, d, e and view B filters on brands e, f, g and dollar amounts k, j, l). I prefer not to have the users of my report go through all filters individually every time, so I want to create a button for user to select either view A or view B. Is there a way to do that? Thanks a lot!

1 ACCEPTED SOLUTION

Accepted Solutions
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Community Support
Community Support

Re: Bookmark specific filters

Hi, @hi_potato_salad 

 

When you create a bookmark, the following elements are saved with the bookmark:

  • The current page
  • Filters
  • Slicers, including slicer type (for example, dropdown or list) and slicer state
  • Visual selection state (such as cross-highlight filters)
  • Sort order
  • Drill location
  • Visibility of an object (by using the Selection pane)
  • The focus or Spotlight modes of any visible object

 

I created some data to reproduce your scenario. The pbix file is attached in the end.

Table:

b1.png

 

You may create three bookmarks. 'Original View' is the initial view. 'View1' is filtered by 'Name in {a,b,c}' and 'Class=c1'. 'View2' is filtered by 'Name in {d,e,f}' and 'Class=c3'(Using filters on the visual). 

b2.pngb3.pngb4.png

 

Then you need to create three buttons and set an action to the corresponding bookmark for each button as below. Finally you may 'Ctrl'+click the buttton to go to the corresponding bookmark.

b5.png

 

Best Regards

Allan

 

If this post helps, then please consider Accept it as the solution to help the other members find it more quickly.

View solution in original post

4 REPLIES 4
Highlighted
Super User IV
Super User IV

Re: Bookmark specific filters

@hi_potato_salad , the bookmark is a snapshot on a stage.

refer

https://radacad.com/bookmarks-and-buttons-making-power-bi-charts-even-more-interactive



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Highlighted
Helper III
Helper III

Re: Bookmark specific filters

Thank you, but it doesn't answer my question. I don't want to change the visuals. I just want to change the filters.

Highlighted
Community Support
Community Support

Re: Bookmark specific filters

Hi, @hi_potato_salad 

 

When you create a bookmark, the following elements are saved with the bookmark:

  • The current page
  • Filters
  • Slicers, including slicer type (for example, dropdown or list) and slicer state
  • Visual selection state (such as cross-highlight filters)
  • Sort order
  • Drill location
  • Visibility of an object (by using the Selection pane)
  • The focus or Spotlight modes of any visible object

 

I created some data to reproduce your scenario. The pbix file is attached in the end.

Table:

b1.png

 

You may create three bookmarks. 'Original View' is the initial view. 'View1' is filtered by 'Name in {a,b,c}' and 'Class=c1'. 'View2' is filtered by 'Name in {d,e,f}' and 'Class=c3'(Using filters on the visual). 

b2.pngb3.pngb4.png

 

Then you need to create three buttons and set an action to the corresponding bookmark for each button as below. Finally you may 'Ctrl'+click the buttton to go to the corresponding bookmark.

b5.png

 

Best Regards

Allan

 

If this post helps, then please consider Accept it as the solution to help the other members find it more quickly.

View solution in original post

Highlighted
Helper III
Helper III

Re: Bookmark specific filters

Thank you very much!

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