Unable to switch between table to matrix visual by retaining the selection

Hi Renukam ,

The issue you're encountering with selection persistence between your table and matrix visuals likely stems from how your bookmarks are configured. To resolve this, you need to ensure that the bookmark associated with your table visual is set to capture the data selection state. Begin by making a selection in your table visual. Then, navigate to the "View" tab and open the "Bookmarks" pane. Find the specific bookmark that activates the view with your table, click on the ellipsis (...) next to it, and ensure the "Data" option is checked. After confirming this, click "Update" to save the change to the bookmark. It's also best practice to verify that the "Data" option is similarly enabled for the bookmark corresponding to your matrix visual to ensure the selection is retained in both directions. By enabling the "Data" property for these bookmarks, you are instructing Power BI to save the current data context, which includes any active filters, slicers, or row selections, thereby allowing the selection to be seamlessly retained as you switch between the two visuals.

Best regards,

Hi Renukam,

Thank you for reaching out to the Microsoft Fabric Forum Community. And also thanks to DataNinja777  for prompt and helpful respnose.

To ensure consistent interaction between the visuals, use a slicer based on a common field (like customer or category) to control both the Table and Matrix visuals instead of relying on row selection. Alternatively, make sure both visuals use the same key field in their row context, or create a measure using SELECTEDVALUE() to track the selected value and apply it across both visuals.

Best regards,
Prasanna Kumar

Hi, thanks for the reply, If I keep the data option checked, then it doesnt keep the selection after we click on any of the buttons. It resets the data and selection as well.

Hi Renukam,

Thank you for reaching out to the Microsoft Fabric Forum Community.

You're right when the "Data" option is turned on in a Bookmark, it saves things like filters, slicer choices, and row selections. So when you click a button to switch visuals using that bookmark, it resets everything, including any rows you selected earlier.

Kind regards,
Prasanna Kumar

Hi Renukam ,

Just checking in to see if the explanation around bookmark behavior and selection context helped clarify the issue with overlapping visuals. If you have any further questions or need additional support, feel free to reach out we’re happy to help.

Best regards,
Prasanna Kumar

Hi Renukam,

We wanted to kindly check in to see if everything is working as expected after trying the suggested solution. If there’s anything else we can assist with, please don’t hesitate to ask.

Warm regards,

Prasanna Kumar

Hi Renukam,

As we haven’t received any further updates and there are no outstanding queries at the moment, we’ll go ahead and close this thread for now. If you have any additional questions in the future, please don’t hesitate to start a new thread we’re always here to help.

Warm regards,
Prasanna Kumar