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Alisea_MI
Resolver I
Resolver I

Clear Certain Drill-through Selections with a Bookmark

Hi!

 

I need some help / tips on how to configure a bookmark and reset some of the fields in the drill-through, but keep other.

 

I have a report with several drill-through pages where I use the following fields for drill-through: Chain Store, Sales Person, Sales Region, Store Name Address, Period and Product Sub Category.

For Chain Store, Salesperson, Sales Region, Store Name Address I want to keep the filters set during the drill-through.

Period and Product Subcategory are used in the slicer, and I need to reset/ clear the drill-through on the last page to give the users the freedom to select something else in the slicer (otherwise they only see one option, which is passed from the drill-through field).

 

For this I am trying to set up a bookmark. However, it's not working.

 

Attempt #1:

When I reset the Period and the Product Subcategory filter under the drill-through, leave the rest of the fields filtered as they are, data is cheeked, all visuals are checked.  I then check the bookmark functionality and make new drill-through (for another store) and use this bookmark to reset the Period and Subcategory filter. I see that the Period and Subcategory have been reset, however the rest of the filters are the same as they were, when I created the bookmark, e.g. I get the old store name. (see pic 1).

1.jpg

Attempt #2:
When I first select the two slicers, which I want to reset and then reset the drill-through filter and create a bookmark with selected visuals checked (picture 2). I get some one more selection possibility on the slicer (not all), however, the visuals show the wrong data. 
2.jpg

 

Attempt #3: 
When I create a bookmark, applied to all visuals with the data unchecked (picture 3), it doesn't reset anything.
3.jpg

 


Do you have any tips for how to only reset Period and Subcategory filters, so that we can make other selections in the slicer, but keep other filters set via drill-through?

Thank you in advance!

1 ACCEPTED SOLUTION
v-jayw-msft
Community Support
Community Support

Hi @Alisea_MI ,

 

The bookmarks save the current filters and slicers, cross-highlighted visuals, sort order, and so on. When you click on the bookmark, it will return to the state you saved last time.

 

Best Regards,

Jay

Community Support Team _ Jay
If this post helps, then please consider Accept it as the solution
to help the other members find it.

View solution in original post

1 REPLY 1
v-jayw-msft
Community Support
Community Support

Hi @Alisea_MI ,

 

The bookmarks save the current filters and slicers, cross-highlighted visuals, sort order, and so on. When you click on the bookmark, it will return to the state you saved last time.

 

Best Regards,

Jay

Community Support Team _ Jay
If this post helps, then please consider Accept it as the solution
to help the other members find it.

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