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I've created a PBI report for displaying the monthly shift details of workers, for payroll purposes. The report consists of a main page with a slicer, and 4 different "views" of different aspects of the data, that the user can navigate to via buttons that activate bookmarks. I have 2 issues I'd like some advise about:
1. If I select a worker with the slicer, their details appear on the first page, but when I want to navigate to another view ( a bookmark) the specific worker's details are not carried through, which is understandable. If I have the requirement to provide another page of visuals but for the same worker that I selected initially, how would I do that?
2. The report page consists of a number of visualisations, and a lot of the important information is that which is calculated in the visualisations ie not stored in the underlying tables. Ultimately the user would like to click on a button and have an export of all the important information that was on the report page, but for all the workers in the file, not just the one on screeen . Is such a thing even possible?
Hi @Walt1010
Maintaining Slicer Selection Across Bookmarks
Since you want the selected worker in the slicer to carry over as users navigate between different views, you can do this by ensuring Data is enabled in each bookmark. This setting will sync slicer selections across all bookmarked views so that each view will reflect the worker you initially selected. Here’s how:
Go to the Bookmarks pane, select each bookmark, and check the Data option. This ensures the same worker remains selected as you switch between views.
More information about this functionality by the link :
https://www.youtube.com/watch?v=UPyK3mfIwmU
Alternatively, if you’re looking to create multiple pages for a specific worker’s details, Drillthrough might be the better option. Drillthrough pages automatically keep the filter context (like worker selection), allowing you to create dedicated pages for detailed insights without managing each view separately.
More information about drill through here :
https://www.youtube.com/watch?v=BbplhqDCWOM&t=10s
Exporting Information for All Workers
Exporting all calculated data (not just for the selected worker) can be done in a couple of ways:
Paginated Reports: Now available with a Pro license, Paginated Reports are well-suited for exporting detailed data, especially for tables with calculated fields. This setup can also let you export all workers’ data in one report, with all necessary calculations applied.
Unfiltered Export: If you’d like to export data for all workers from the current report, simply avoid selecting a specific worker in the slicer before navigating to the report page. This way, Power BI will show all workers, allowing you to export the page with data for every worker.
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