Issue with Report Bookmarks and Matrix Visualization State

[cfoster_atmoore]

Hi everyone,

I’m encountering an issue with report bookmarks in Power BI and could use some help. Specifically, I’m having trouble with the state of a matrix visualization when using report bookmarks.

Here’s the situation: I have a matrix visualization in my report, and I’ve created multiple report bookmarks to capture different states of this matrix. However, I’ve noticed that if I add a row to the matrix in one bookmark, it also updates the matrix in all other bookmarks. This behavior is not affecting personal bookmarks, only the report bookmarks.

Example (since the screenshot will be useless):

• Default Bookmark
  • Rows: Lifecycle
  • Columnss: Year
  • Values: Revenue
• Detail Bookmark
  • Rows: Lifecycle, Sublifcycle, Amount Group
  • Columns: Year
  • Values: Revenue

If I was to create the Default bookmark, and then the Detail bookmark, the changes I made to the rows would update the Default bookmark even though I did not click it.

More details: I have everything selected on the bookmark options and I have tried it with both all visualizations and selected visualization AND the issue persists on the online service as well.

Has anyone else experienced this issue? Is there a way to maintain different states of the matrix visualization across different report bookmarks without them affecting each other?

Any insights or solutions would be greatly appreciated!

Thanks in advance!

[Gabry]

Hello,

I don't think it's an issue; bookmarks don't change the fields placed in the axis.

You should create a new matrix with the desired field in the axis, then use the bookmark to hide the previous one and display the new one. Each bookmark should correspond to its own matrix

[cfoster_atmoore]

This is confusing to me, because I can use a personalized bookmark in the online service to accomplish this without creating and hiding multiple versions of the same visualization. This seems to only be affecting report bookmarks which are what the bookmarks created in the desktop application are called.

[Gabry · Accepted solution]

Bookmarks made on the service as I know can't change the fields placed in the axis.

As you can see in the documentation https://learn.microsoft.com/en-us/power-bi/create-reports/desktop-bookmarks?tabs=powerbi-desktop

these are the things memorized by bookmark and doesn't change if made on the dekstop or in the service as I know