Bookmark Table Filters

[Shawkins566]

Hi,

I have created a dashboard that has a whole host of slicers and graphs which we can use to filter down a table, I have created a 'Details' button which brings up a bookmark, the bookmark consists of 3 more tables in a pop-out style page with the rest of the dashboard sitting behind it.  When I select a slicer, then select the bookmark button I can go through the tables select items to review etc, but if I select a graph and then the bookmark button, it filters tables, but as soon as I click on anything in the table, it expands and shows me everything again, i.e. it deselects the graph.  Is there a way to keep this selection like a drillthrough but within the bookmark and still keep it working when slicers are selected?

Many thanks

[Shawkins566]

It's all on the same page so I don't think I need to sync slicers, but I also don't have data selected because it keeps the bookmark set up state rather than keeping the selections across the bookmarks (I have 3 different bookmarks that I'm using). 

[Anonymous · Accepted solution]

Hi @Shawkins566,

Thanks for reaching out to the Microsoft fabric community forum.

It looks like you want to filter context from visuals (like graphs or slicers) to carry over when switching between bookmarks without resetting or locking the state.

And you are right about slicer, as everything is on the same page, slicer sync isn’t needed and it also makes sense that you’ve left “Data” unchecked on the bookmarks to avoid locking filter states. 

The challenge you are facing here is that when you're not capturing “Data” in the bookmark, it doesn’t preserve visual selections. So when you switch bookmarks and then interact with another visual (like a table), the visual selection is lost which is what you are exactly seeing. This happens because visual selections aren’t treated as persistent filters, unlike slicers. 

You can try this workaround for your issue and see if this solves your issue. 

* You can store selection using a disconnected table and DAX. If slicers aren't ideal and you want to preserve the selected value from a visual then create a disconnected table for the selection values (e.g., products or categories) now add a slicer based on that table and create a measure to filter the detail tables based on that selection. Use visual-level filters on the tables so that only matching values are shown.

I would also take a moment to thank @bhanu_gautam, for actively participating in the community forum and for the solutions you’ve been sharing in the community forum. Your contributions make a real difference.

If I misunderstand your needs or you still have problems on it, please feel free to let us know.  

Best Regards,
Hammad.
Community Support Team

If this post helps then please mark it as a solution, so that other members find it more quickly.

Thank you.

[Anonymous]

Hi @Shawkins566,

As we haven’t heard back from you, so just following up to our previous message. I'd like to confirm if you've successfully resolved this issue or if you need further help.

If yes, you are welcome to share your workaround and mark it as a solution so that other users can benefit as well. If you find a reply particularly helpful to you, you can also mark it as a solution.

If you still have any questions or need more support, please feel free to let us know. We are more than happy to continue to help you.
Thank you for your patience and look forward to hearing from you.

[Anonymous]

Hi @Shawkins566,

I wanted to check if you had the opportunity to review the information provided. Please feel free to contact us if you have any further questions. If my response has addressed your query, please accept it as a solution so that other community members can find it easily.

Thank you.

[Anonymous]

Hi @Shawkins566,

May I ask if you have resolved this issue? If so, please mark the helpful reply and accept it as the solution. This will be helpful for other community members who have similar problems to solve it faster.

Thank you.

[bhanu_gautam]

@Shawkins566 

Try using below mentioned steps

Select the visuals and slicers in the state you want to capture.
Go to the "View" tab and select "Bookmarks".
Click "Add" to create a new bookmark or update an existing one.
Ensure that "Data" and "Display" options are checked.
Sync Slicers:

Go to the "View" tab and select "Sync slicers".
Ensure that the slicers you want to sync are selected across the relevant pages.
Adjust Visual Interactions:

Select a visual and go to the "Format" pane.
Click on "Edit interactions".
Adjust the interactions to ensure that selections in one visual do not reset filters in another.