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crobinson661
Frequent Visitor

How to Slice data using bookmarked buttons while preserving drillthrough filters

 

I have a primary page where a company or product can be selected in one of several visuals and drilled through to another page. 

 

On this other page, the orders belonging to the selected company, or orders of the selected product are displayed in two searchable tables with more detail. On this page; I want to use a first set of 2 bookmarked buttons to toggle the table data between two sets of conditions. Separately, I also want to be able to use a second set of 8 bookmarked buttons to toggle between a filter on the product type here, while maintaining whatever the selection is on the first set of buttons. As this is a drill through, I need to also maintain the filter collected on the company and/or product drill through from the first page. 

Finally, I also would like to be able to clear ALL filters at the click of another button. 

The issues I am experiencing are: 

1) When I drill through and use the buttons, the drill through filter was not set when the bookmark was established, so it clears the bookmark filter

2) I would imagine this would be the same if I wanted to keep the filter from the first set of buttons and toggle the product category with a second set of buttons

 

I really prefer to not use slicers as the report spacing and layout really favors the use of buttons - I am not set on bookmarked buttons though - tried to use a method of creating a transparent stacked bar chart(?) that sits over a button and filters the data when the "button is clicked", but one of the conditions in the first set of 2 buttons requires including a count of orders with 2 different values and when I created the COUNT measure, it wouldn't populate the stacked bar chart. I learned this method from an online post that I also can no longer find, so I'm not entirely sure I'm executing it correctly. I have used this method effectively before, but I believe it was just to allow for drill-through off of a card visual. With as much as is in play here, I'm not even sure this method would work for what I'm trying to do. 

Appreciate any assistance!

1 ACCEPTED SOLUTION
MFelix
Super User
Super User

Hi @crobinson661 ,

 

The bookmarks to keep filters of the filter pain always keep or remove all filters and you cannot select the ones you need.

 

The workaround is using slicers and selected visuals option on the bookmark, in order to not occupy your page you must hide the bookmarks that you are using for the filters, that way they only clutter the page.

 

Be aware that for you to update and redo any bookmark this will be a hard work since you need to always hide and unhide the slicers to make the new selections and update the bookmarks.


Regards

Miguel Félix


Did I answer your question? Mark my post as a solution!

Proud to be a Super User!

Check out my blog: Power BI em Português



View solution in original post

1 REPLY 1
MFelix
Super User
Super User

Hi @crobinson661 ,

 

The bookmarks to keep filters of the filter pain always keep or remove all filters and you cannot select the ones you need.

 

The workaround is using slicers and selected visuals option on the bookmark, in order to not occupy your page you must hide the bookmarks that you are using for the filters, that way they only clutter the page.

 

Be aware that for you to update and redo any bookmark this will be a hard work since you need to always hide and unhide the slicers to make the new selections and update the bookmarks.


Regards

Miguel Félix


Did I answer your question? Mark my post as a solution!

Proud to be a Super User!

Check out my blog: Power BI em Português



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