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LukeTemp's avatar
LukeTemp
Frequent Visitor
3 years ago

Page State Persistence for End Users in PBI Report Server

I have a .pbix report loaded into our report server for end users, with two pages, each page containing a matrix with multiple filters.

 

The pages show two different interpretations of the same data, so end users need to switch back and forth between them depending on the question they're trying to answer. Each matrix contains a year's worth of daily data, with headers aggregated to weeks.

 

Let's say a user manipulates the matrix on page 1, scrolling down to a particular week, expanding to see the days of that week, and then slicing to a particular department. Then they want to see what that week looks like in the alternate interpretation of the data, so they go manipulate the matrix on page 2, scrolling and expanding in the same way.

 

The problem is this: Only the department slicer selection persists between pages (because I have them synced). Each time the user goes back and forth between the pages, they have to re-do the scrolling and expanding because the matrix resets to its default.

 

What I need is a setting that says: Within a user's session, leave each page as they left it, displaying it in the same way when they return to it from another page.

 

To be clear, once they navigate out of the report, I don't care if everything resets then. It's only within a single session on the report that I want pages to retain all manipulations when switching between them.

 

Thanks in advance!

3 Replies

    • LukeTemp's avatar
      LukeTemp
      Frequent Visitor

      Thanks Ibendlin! Could you elaborate?

       

      If I use this method, how will I retain the functionality of having filter choices persist between pages?

      • lbendlin's avatar
        lbendlin
        Icon for Super User rankSuper User

        The filter pane has three sections

         

        - filters on this visual

        - filters on this page

        - filters on all pages

         

        Put your filter column in the last section.