More granular control and better design experience for bookmarks

[TinyMountain]

Bookmarks can currently be modified using a few checkboxes, the selection pane, and the filters pane. This can be an incredibly painful design experience, depending on what you are trying to do. Here are some of the current pain points:

• There is no way to automatically select all visuals that a bookmark affects when it is set to affect only selected visuals. If you are updating a bookmark and miss a visual, you have to start back at the beginning.
• There is no way to select a subset of filters for a report, page, or visual that the bookmark should affect. This is especially unhelpful for "reset" type bookmarks, where we might want to reset only a few fields but keep others that the user has set. Another application of this would be resetting all visual-level filters but keeping all page-level filters.
• Bookmarks interact with drill-through-applied filters differently in PBI Desktop than in PBI Service. In Desktop, creating a bookmark with the drill-through filters cleared will not re-clear them on navigation, whereas on publishing the same report to Service, that same bookmark will clear the drill-through filters. This difference makes it difficult to properly design the desired user experience in Desktop.

I propose the following bookmark creation / editing experience:

• Add a "Select Affected Visuals" option to the bookmark menu. This would ease the first pain point above.
• Add a pair of options, "All Filters" and "Select Filters," underneath the "Data" menu option. "All Filters" would provide the current behavior, whereas "Select Filters" should bring up a dialog listing our the report-level filters, page-level filters, and visual-level filters for the bookmark to affect. This would allow the designer to affect one filter on a visual while keeping another, even for the same field and visual. This could be similar to the "Edit Interactions" experience, where checkboxes appear in the filters pane when the "Select Filters" option is selected, to allow the designer to use the familiar navigation tools for filters and have no question about which visual is being referred to.
• It would be nice if drill-through filters appeared on the filters pane between page-level and report-level filters to better match the PBI Service view. This would also be more intuitive; some designers I have interacted with (myself included) initially thought that drill-through filters needed to be set on the source visual, not the target page, since they appear on the visualizations pane.

[kleigh]

Bookmarks need a complete refresh. As noted, it's impossible to audit what they do. They're also single-page. I'd like bookmarks like "Toggle visibility of object of name X" which could be re-used between pages. I know some people like to put information overlays on every page explaining their visuals, but this extracts a huge maintenance cost. There have been plenty of ideas posted on reset - different people need to selectively choose or exclude hidden / synced / etc. slicers as the target for a reset. Achieving this may make bookmarks more like simple scripts - where items can be selected, the selection filtered, and finally the reset action called on them. When it comes to drill through, there are plenty of proposals to make drill through target a slicer instead of the filter pane. I've also posted before about drill behaviour sometimes being unclear to report users and favour making the drill entry in the filter pane far more prominent - https://community.fabric.microsoft.com/t5/Fabric-Ideas/Make-cross-report-drill-filters-more-obvious-... . Users not realising something changed in the filter pane is a consistent cause of support calls.