Selected Visuals Bookmarks and Filters

[Tropped]

Hi,

I want to bookmark the current state of a table visual with one filter, and then bookmark it again with another filter, so that I can change between them.

I just want to bookmark that visual in particular, so I tried using the 'Selected Visuals' option, but it's not working for me. The bookmarks are just ignoring the filters.

How am I supposed to do this? 

Thanks!

[v-qiuyu-msft]

Hi @Tropped,

When you set filter and hide another visuals, please ensure you have clicked the Update next to the bookmark to save the status. 

I have created a sample report, you can test this on your side. By the way, please keep running the latest Power BI desktop version. 

Best Regards,
Qiuyun Yu 

[Tropped]

Thanks! One more thing: everytime I add a new visual, the bookmarks ignore it, because I didn't select it when I did the bookmark.

Is it possible to update the bookmark so it considers that visual, or do I have to make new bookmarks for everything everytime I put a new visual?

Also, it would be nice if there was a 'default' visibility value for new visuals.

[Thejeswar]

Hi @Tropped,

Bookmarks in simple terms are similar to snapshots of your report. So whenever you make changes to your report, you should accordingly update your bookmark to reflect the same.

So whenever you add a visual, your report will have it, but not your bookmark since you haven't updated it after the change.

Hence you should update your bookmark everytime you make a change for it to reflect

[Tropped]

Thanks for the answer, @Thejeswar!

Do you know if there is a way to update the selection of a bookmark without having to make a new bookmark everytime? I've tried using the 'Update' option, but it ignores visuals that weren't selected on creation of the bookmark, even if I'm selecting them now.

[Thejeswar]

@Tropped,

You don't have to create a bookmark everytime you make a change. You can always update the existing bookmark

But there's a trick involved in this.

1. First Click on the bookmark where you want to make a change

2. Now after you make a change, directly update the bookmark using the elipses as @v-qiuyu-msft showed in the image

3. Suppose if you click on the bookmark item (on the bookmark, not the elipses), your changes will look like they are lost. In such case you will have to do it by enabling the Field Selections pane to show and hide the items of your interest