Synchronize buttons and selectors across pages

[amaaiia]

I'm working on a Power BI report, where I have two pages. On one of them, basic-level information is displayed, and on the other, detailed information. Additionally, on both pages, the date can be selected based on either "Rango" or "Turno." Depending on the element selected, there's a dropdown menu where you can choose between range options like "Dia," "Mes," "Semana," or shift options like "Mañana," "Tarde," or "Noche."

This functionality is implemented so that I have 4 buttons and two dropdowns, and depending on which button I press, one dropdown or the other appears. The problem is that I want to synchronize all this functionality on both pages. In other words, if I select the shift option on page 1, I want this option to also be selected on page 2 with the same elements selected as on page 1. When I try to do this with bookmarks, the elements don't synchronize properly. For example, if I switch from "Turno" to "Rango" on page 1 and on page 2, I have "Turno" previously selected, the selectors don't synchronize properly, and both selectors appear, preventing data filtering on the page.

[Anonymous]

Hi  @amaaiia ,

Are you using New Slicer? Could you please provide a detailed Power BI Desktop version so we can better reproduce this issue?

Best regards.
Community Support Team_Caitlyn

[amaaiia]

Hello @Anonymous Thank you for your response.

I'll try to provide more detail about this issue. On page 1, I have a bookmark for the "Turno boton" and another for the "Rango boton." This means that if I click the "Turno boton," it sets the following configuration.

 

And if I click the "Range button," it sets the following configuration(bookmark config.). 

And when you click its changes to:

On page 2, I have the same buttons, dropdowns, and bookmarks that work in the same way. What I want is for the button and dropdown configurations I set on page 1 to also apply on page 2 to have the same filters on both pages when I switch between them. Additionally, I have the dropdowns synchronized between both pages as follows. 

The issue is that if on page 1 I select "Range" and on page 2 I have "Shift" selected, on page 2 it doesn't change to the "Range" option to filter in the same way.

[Shelley]

@Anonymous I have this same issue. I'm using buttons and bookmarks to make filtering to different scenarios "automatic" for users, but the buttons don't sync across pages. That is, I can sync the slicers, but then the buttons "lit up" as the selection don't match across tabs. For example, if a user was on page 2 and filtered to North America water treatment -- the button is green, showing the selection and all the slicers set as needed, but when the user moves to another tab on which they last looked at Germany auto manufacturing, for example, the button indicates Germany is selected, but all the slicers are set at North America. If I unsync slicers, then they have to use the buttons on every single page even if they want to review the same filtering scenario across pages. Is there a way to address this that I'm just missing?

[lemaribdb]

@Shelley 
Hi, did you find any solution to this?

[lemaribdb]

@Shelley@v-xiaoyan-msft
I think I have a solution!
Instead of having a separate bookmark on every page, create a hidden page that has those slicers (synced) that are operated by the bookmarks. On this new page, creat the controling bookmarks (same as you have on the separate pages). And the buttons on every separate page should navigate to the same bookmarks on this new hidden page. This way, all our slicers sync correctly when switching bookmarks (well as they used to, with the old approach), but on top of that the buttons that switch between the bookmarks also sync as they all use the same bookmarks. And it's actually less bookmarks that have to be created!

EDIT: It only kinda works, jeeez...

[lemaribdb]

I have new solution, ofc it's a workaround. Instead of using bookmark navigator (that keeps one of the buttons highlighted), I created two separate buttons that navigate to the desired bookmarks. So they never get highlighted, they always have the default status. And on top of them, a simple button/text that shows the current selection. A rough solution but one nonetheless. You need to deal with some dax to create this dynamic text. A cominbation of FILTERS() to see what filter are applied, COUNTROWS() to count the number of selected filters.  You can then do an IF COUNTROWS() = 1, to check if the FILTERS() output from table1/table2 is 1. And then You can use COALESCE(), that will return the one row that is True from the IF().

[Kalaivani]

Hi @lemaribdb. Could you please explain on how to achieve with hidden page? When I select the bookmark in the main page, it is going back to the hidden page only.

My issue is kind of the same .  I have 2 pages with same bookmarks and filtering the bookmark on one page is syncing the slicers in all pages but not syncing the bookmarks

Thanks so muuch for your help!!

[lemaribdb]

@Kalaivani

I proposed 2 solutions above. Is your goal to have one button that sets few slicers with certain filtered values? Or just separate slicers that should sync between pages?

My goal was to have a button that selects certain filters in those 2 slicers (so only one click is needed, no need to separately filter two separate slicers).
The way I did it, I have hidden page with 2 slicers. And the 2 slicers are also in my 2 main pages (and also hidden for simplicity). All the slicers are synced with the "Sync Slicers". Then I created a bookmark on this hidden page. One bookmark makes those 2 slicers filter for let's say "USA" and "Arizona". The other bookmark makes them select "Germany" and "Bavaria".
And most importantly, the bookmarks must have "Selected Visuals" selected and "Current Page" unselected (this may be the source of your issue).
Then on my main pages I made 2 simple buttons. One has action to select the first bookmark from this hidden page, the other has action to select the second bookmark from the hidden page. And that's it. Clicking one of the buttons makes the slicers on hidden page change to for example "USA" and "Arizona". And because it's synced with the slicers on main pages, they also apply the same filters.

As those are simple buttons, they won't stay highlighted depending on which one is clicked (compared to bookmark navigators that do, but our main issue is they actual bookmark navigators’ status doesn’t sync across pages). But that's why I added text above this button that tells the user what is filtered. Or they can just see by looking at the slicers (but they are also hidden on main page in my case).

[Kalaivani]

Hi @lemaribdb Thanks for your quick reply. I have provided the drive link for the power bi file. Could you please help me build it? https://drive.google.com/file/d/1fj6fStKlJRWC6acJH3BwXY68flJaIkr0/view?usp=drive_link

My requirement is - I have bookmarks on 2 pages separate bookmarks but of same functionality. I have filter for Date rage selection - FYTD, Rolling 12 months and Custom. I created bookmarks for these 3 in both pages. By default I selected FYTD in both pages. But when i select the Rolling 12 months in first page, the slicers and visualizations are syncing in all pages but the bookmark in secondpage is still highlighted to FYTD which is confusing the users.

First page:

Second page which is showing wrong bookmark selected but correct date range slicer synced:

I really need this in a day and it would be vey helpful for me if you help me achieve this. Thanks so so much!

[lemaribdb]

And those 3 buttons, this is a "Navigator" -> "Bookmark navigator" button right? In such case it will never work, this is the clue of this post, Bookmark Navigators status doesn't sync across pages, thus the workaround I'm doing with "normal" buttons, and with those normall buttons I disable the "active/inactive" highligt. And inform user with the text. You either have go with normla buttons with no active/inctive status or tackle this issue differently.