Forum Discussion
Personalized Visual Not Saving in Bookmarks
Hi garynorcrossmmc,
Thank you for reaching out in Microsoft Community Forum.
Currently, Microsoft does not provide a published matrix or official list that details exactly which visuals support which types of ‘Personalize this visual’ features in bookmarks.
Below are alternate approaches you can try
1.Tables and Matrix visuals retain most personalization changes like hiding/reordering columns and sorting in bookmarks.
2.Charts (e.g., Stacked Column, Pie, Bar) do not retain structural changes (like adding fields to Legend, Axis, or Values) in personal bookmarks.
3.Formatting changes (e.g., colors, data labels) are generally preserved across visuals.
4.There's no official Microsoft matrix listing which visuals support which personalized bookmark features, but the Personalize visuals in a report - Power BI | Microsoft Learn offer general guidance.
Please continue using Microsoft community forum.
If you found this post helpful, please consider marking it as "Accept as Solution" and give it a 'Kudos'. if it was helpful. help other members find it more easily.
Regards,
Pavan.
Hi garynorcrossmmc,
Thank you for reaching out in Microsoft Community Forum.
Please follow below steps for 'Personalize This VIsual' ;
1.Personalization like hiding/reordering columns, sorting, and formatting are usually retained.
2.Structural changes (e.g., adding/removing fields to Legend, Axis, or Values) aren't retained, but some formatting may be
3.Basic personalization like size and formatting changes are retained.
4.Filter selections and slicer visibility are retained.
5.Formatting changes are typically retained, but structural changes like adding/removing fields aren't.
Please continue using Microsoft community forum.
If you found this post helpful, please consider marking it as "Accept as Solution" and give it a 'Kudos'. if it was helpful. help other members find it more easily.
Regards,
Pavan.
Hi again Anonymous, thanks for the response. If this exists, can you please provide a list, link or more information on which visuals allow personalized changes to be bookmarked and which don't? I'd like to update our user guides on this functionality, as our teams utilize this often.
Hi garynorcrossmmc,
Thank you for reaching out in Microsoft Community Forum.
Currently, Microsoft does not provide a published matrix or official list that details exactly which visuals support which types of ‘Personalize this visual’ features in bookmarks.
Below are alternate approaches you can try
1.Tables and Matrix visuals retain most personalization changes like hiding/reordering columns and sorting in bookmarks.
2.Charts (e.g., Stacked Column, Pie, Bar) do not retain structural changes (like adding fields to Legend, Axis, or Values) in personal bookmarks.
3.Formatting changes (e.g., colors, data labels) are generally preserved across visuals.
4.There's no official Microsoft matrix listing which visuals support which personalized bookmark features, but the Personalize visuals in a report - Power BI | Microsoft Learn offer general guidance.
Please continue using Microsoft community forum.
If you found this post helpful, please consider marking it as "Accept as Solution" and give it a 'Kudos'. if it was helpful. help other members find it more easily.
Regards,
Pavan.