Looking for tutorials on how to export a link to a report with preselected filters

[Julia2023]

Hi everyone,

I am looking for ideas or useful links on how to send an email to users with a link to a report that includes different preselected filters. The priority is to find a way to do this in Power BI (maybe using the Subscribe to report feature?) without using Power Automate, if possible. Thanks. 

[Anonymous · Accepted solution]

Hi @Julia2023 ,

I think you can follow the steps below:

1. Using the Share Feature:
Open your report in Power BI. Apply the desired filters. Click on the “Share” button.
Select the option to “Include my changes” to ensure the filters are preserved in the shared link.

2. Using Bookmarks:
Create bookmarks in your report with the desired filters applied.
Share the report link with users, instructing them to use the bookmarks to view the filtered data.

3. Using the Subscribe Feature:
Users can subscribe to the report and receive email updates with the filtered view.
Set up the subscription by applying the filters and then subscribing to the report. This will send an email with a link to the report, including the applied filters.

So just as Wilson_ said, if you want to learn more, I think you can look at this document: Share a filtered Power BI report - Power BI | Microsoft Learn

Best Regards

Yilong Zhou

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

[Wilson_]

Hi Julia,

Check out this page on filtering through URL query string parameters and this page on sharing filtered reports  from Microsoft's documentation and see if it helps.

----------------------------------
If this post helps, please consider accepting it as the solution to help other members find it quickly. Also, don't forget to hit that thumbs up and subscribe! (Oh, uh, wrong platform?)

P.S. Need a more in-depth consultation for your Power BI data modeling or DAX issues? Feel free to hire me on Upwork or DM me directly on here! I would love to clear up your Power BI headaches.