Dynamics 365 Power BI Embedded Filtering

[Anonymous]

Hello folks,

I'm new to Power BI. I'm working on a solution that requires embedding Power BI reports into a Dynamics 365 app. I'm using the Power BI Embedder tool within XrmToolBox to do this.

I have a report (a simple table) which is automatically filtered based on the id of the Entity that is selected in Dynamics 365. I also want to see the full list of records if needed, so I've added a bookmark to the report that points to the unfiltered version of the table, and a button to select that bookmark.

What can I do to re-apply the filter once it has been removed by selecting the bookmark? Is there a way to create a bookmark that will remember the initial filtered state of the table? Do I need to capture the id parameter being sent by Dynamics 365 somehow? Or do I need a different approach altogether?

I would be very thankful for any help or pointers!

[v-yingjl · Accepted solution]

Hi @Anonymous ,

With bookmarks in Power BI Desktop, you capture the currently configured view of a report page, including filtering and the state of visuals. Later, you can go back to that state by selecting the saved bookmark.

In this case, you can create different bookmarks to save different status of the report like initial status etc.

Please refer this document:

https://docs.microsoft.com/en-us/power-bi/create-reports/desktop-bookmarks

Best Regards,
Yingjie Li

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