Slicer panels affecting bookmarks

Bookmarks in Power BI can be a bit tricky, especially when you're dealing with filters and visuals that interact across pages.

Here are a few things to check and try:

1. Visual-Level Filters
   Make sure your waterfall chart has a visual-level filter applied for "Current Month" only. If the chart is picking up "Next Month" data, it’s likely that the filter is either missing or being overridden by a page or report-level filter.

2. Bookmark Settings
   When creating the bookmark, double-check that:

   • Data is checked (so it captures filter states)
   • Display is checked (so it captures visibility of visuals)
   • Current Page is selected if you're targeting a specific page

   If you want to avoid capturing certain filters, you can uncheck "Data" and control filters separately using slicers or buttons.

3. Clearing vs Hiding Filters
   If you want to hide filters without removing them:

   • Use Selection Pane to hide slicers or visuals
   • Bookmarks can toggle visibility without affecting the actual filter logic
   • This way, end users won’t see the filter, but it still applies in the background

4. Bookmark Troubleshooting Tip
   Sometimes bookmarks get “stuck” with old states. Try this:

   • Clear all filters
   • Set visuals exactly how you want them
   • Then create a new bookmark from scratch (don’t update the old one)

5. Alternative Approach
   If you're trying to show multiple forecast views (e.g., current vs next month), consider using a toggle button with bookmarks that switch between two filtered states. This gives you more control and avoids overlapping filters.

Hope this helps you get it working the way you want.

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