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D_PBI
Post Patron
Post Patron

Is it possible to ignore multiple date tables as slicers when using Bookmarks?

Hi,
I have a report page that contains multiple Bookmarks. Each Bookmark has its own graphs and slicers. Buttons are used to show the different Bookmarks on the page.

The DEFAULT Bookmark has a graph showing data from the Sold Table and another graph showing data from the Purchase Table. For the DEFAULT Bookmark to filter these two different tables, I've produced a date table (Overall Date) that takes the earliest date from either table, and the latest date from either table. The Overall Date table is the only visible date slicer on the DEFAULT Bookmark.

By clicking a button it will show another Bookmark (we'll call it Bookmark 'SOLD'). This Bookmark should only have the Sold Date table present as its date filter by way of it being the only date slicer on that Bookmark.

By clicking another button it will show another Bookmark (we'll call it Bookmark 'PURCHASE'). This Bookmark should only have the Purchase Date table present as its date filter by way of it being the only date slicer on that Bookmark.

A crude mock-up of the model is shown below.

D_PBI_0-1722964618459.png


As you can see, the Sold Table and Purchase Table have two date slicing tables each:
Overall Date and Sold Date for the Sold Table
Overall Date and Purchase Date for the Purchase Table.


Is there a way that I can have a single report page that has multiple Bookmarks, where the Overall Date date table slicer filters the visual on the DEFAULT page and ignores any other date table (i.e. Sold Date and Purchase Date)?
Again, for the SOLD page to adhere to the Sold Date date table as its slicer and ignores the Overall Date and Purchase Date date tables.
And again, for the PURCHASE page to adhere to the Purchase Date date table as its slicer and ignores the Overall Date and Sold Date date tables.

Thanks.

5 REPLIES 5
v-jialongy-msft
Community Support
Community Support

Thank you for your prompt reply! @amitchandak 

Hi @D_PBI  

You can create some visuals and save their visibility properties using bookmarks, which can then be used to switch between them.

vjialongymsft_0-1723011097890.png


vjialongymsft_1-1723011111815.pngvjialongymsft_2-1723011121525.pngvjialongymsft_3-1723011133648.png


Result:

DEFAULT:

vjialongymsft_4-1723011276077.png

Purchase:

vjialongymsft_5-1723011309997.png


Sold:

vjialongymsft_6-1723011325460.png

 

 

 

 

 

Best Regards,

Jayleny

 

If this post helps, then please consider Accept it as the solution to help the other members find it more quickly.

 

 

@v-jialongy-msft thanks for your reply.
Having looked at your model, I've made a slight tweak for it to closer match my data model. Rather than use the Sold Table and Purchase Table dates as the slicer value, I've created and used the dates from the Sold Date and Purchase Date tables. The updated model look like:

D_PBI_1-1723110307349.png


You example works as I need. I believe I've followed the same process but mine doesn't. Ideally, I'd like to share my .pbix file but so you can see exactly what's configured, as it is a big report, but I can't due to sensitive data.
If you were to view my reply to amitchandak above, you'll note that the Overall date table/slicer is affecting other bookmarks when I've hidden all visuals relating to the Overall bookmark. I'll see if I can reduce down my .pbix file and provide it here. As I say, your example seems to do as I need but my real .pbix file, although I believe is configure correctly, is not working as expected.

Hi @D_PBI 

Is your problem solved, and if so, please mark the corresponding reply as a solution, which will help users with the same problem to better solve their problem. If not, please provide your simplified version of the PBIX file.

 

 

 

 

 


Best Regards,

Jayleny

amitchandak
Super User
Super User

@D_PBI , Based on what I got. Remove the slicers which are not needed from bookmarks. Like in one bookmark you will have an overall slicer. In the other two you will not have it

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@amitchandak thanks for your reply.
I have a single page which has lots of visuals (several slicers, charts, tables, etc..) and I intend to have this page shown five different sets of data, this being:
1) Overall
2) Sold
3) Purchase
4) Completed
5) Next

I create two buttons (one for ON and one for OFF) per page. I then group the visuals in the 'selection pane' by the visuals I want each page to show. When I create a bookmark for the SOLD page then the ON button will show, the OFF buttons for the other four pages will show, the 'selection pane' SOLD grouping will be visiable, but the 'selection pane' groupings for the other four pages (i.e. Overall, Purchase, Completed, Next) will be hidden.
I don't understand what you means by remove the slicers??  I've hidden them by the selection pane grouping. What seems to be happening is, although the visuals are hidden - so the Overall Date slicer is hidden, the filter is still be applied. So creating bookmarks that hide the slicers does not mean the filters in the data model and the direction filtering is ignore.
An example of the 'selection pane' grouping is below (to confuse matters, the grouping doesn't have my Overall, Sold, etc.. names but instead has the real names that I've blocked-out for sensitve reasons). It should give you an understanding of what I mean by selection pane grouping hidden or visible.

D_PBI_0-1723109576145.png

 

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