Bookmarks only toggle between selected visuals and leave other visuals as user state

Hi icassiem ,

You're on the right track with bookmarks, but the challenge you're facing is likely due to how Power BI handles "Selected visuals" in bookmarks. Here are some steps and workarounds to ensure the bookmarks only toggle the KPI view without resetting filters or affecting other visuals:

Solution: Using Selected Visuals in Bookmarks

1. Select the KPI Visuals Only

   • In Power BI Desktop, go to View → Bookmarks Pane and Selection Pane.
   • Select only the two visuals related to the KPI (QTR and MTH view).
   • Ensure no other visuals are selected.

2. Create the First Bookmark (QTR View)

   • Set the visuals to show the QTR view.
   • In the Bookmarks Pane, add a new bookmark.
   • Click on the ellipsis (...) next to the bookmark and select:
     • ✅ "Selected visuals" (this ensures only these two visuals are affected)
     • ❌ Uncheck "Data" (this prevents filters from resetting)

3. Create the Second Bookmark (MTH View)

   • Change the visuals to show the MTH view.
   • Add another bookmark with the same settings as before:
     • ✅ "Selected visuals"
     • ❌ Uncheck "Data"

4. Create Toggle Buttons

   • Insert two buttons (one for QTR, one for MTH).
   • Assign each button to its respective bookmark using Action → Bookmark.