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is there a way for me to automatically reset the data view each time the dashboard is launched?
Solved! Go to Solution.
Yes — the standard way to do this is with Bookmarks. Here's the approach:
Set your report to exactly the state you want it to start in — all slicers cleared, visuals in their default state, correct page showing.
Go to View → Bookmarks and add a bookmark called something like "Default View". Make sure "Data" is checked when saving it so the slicer state gets captured.
Add a Reset button on the report (Insert → Buttons → Reset, or any button you style yourself) and set its Action to navigate to your "Default View" bookmark.
For the report to automatically open in the default state each time, you can also use the "Set as Default" bookmark — in the Bookmarks pane, right-click your bookmark and you should see an option to set it as the landing state. This way the report always opens in that clean state, and the button just gives users a way to reset back to it mid-session.
Could you clarify what you mean by "reset the data view" specifically? If you mean slicers resetting to a default value on every open, the bookmark approach handles that. If you mean something more specific like resetting a drill-down level or a cross-filter state, the approach is the same but you'd want to make sure those interaction states are captured in the bookmark too.
Yes — the standard way to do this is with Bookmarks. Here's the approach:
Set your report to exactly the state you want it to start in — all slicers cleared, visuals in their default state, correct page showing.
Go to View → Bookmarks and add a bookmark called something like "Default View". Make sure "Data" is checked when saving it so the slicer state gets captured.
Add a Reset button on the report (Insert → Buttons → Reset, or any button you style yourself) and set its Action to navigate to your "Default View" bookmark.
For the report to automatically open in the default state each time, you can also use the "Set as Default" bookmark — in the Bookmarks pane, right-click your bookmark and you should see an option to set it as the landing state. This way the report always opens in that clean state, and the button just gives users a way to reset back to it mid-session.
Could you clarify what you mean by "reset the data view" specifically? If you mean slicers resetting to a default value on every open, the bookmark approach handles that. If you mean something more specific like resetting a drill-down level or a cross-filter state, the approach is the same but you'd want to make sure those interaction states are captured in the bookmark too.
The default bookmark actually solved the issue.
by reset data view, I mean resetting the data view manually per the below screenshot.
I don't see this set as default option -
For the report to automatically open in the default state each time, you can also use the "Set as Default" bookmark — in the Bookmarks pane, right-click your bookmark and you should see an option to set it as the landing state.
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