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USABB_Data
Helper I
Helper I

End Users - Track Where I left off on a Report

Our sales team uses PBI reports while interacting with customers.  It allows them to see data easier/quicker/more robustly than our current CRM. 

 

Anyways, a question has come up if it's possible to track where they left off.  I know this is not necessarily the functionality of Power BI i.e. would be done in Microsoft CE (we don't have yet) but curious if there are any suggestions?  Something like highlighting or a Check-box/check-mark on an individual line of a report.  

 

An example would be I have Sales by Product Category for Customer 1234.  There are 10 rows on a report with Product Category 1-10 and the Year To Date sales.  I already spoke with the customer about Product Category A so I want to highlight or check that row so that when I return to this report in a week, I know that's already been discussed.

 

Once again, I know this is a CRM/CE function but unfortunately we are not fully Microsoft integrated yet.

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GilbertQ
Super User
Super User

Hi @USABB_Data 

 

As it stands today there is nothing out the box.


The only thing that springs to mind is to make sure that report settings allow persistant filters

GilbertQ_0-1613425779091.png

 

I would then get the users to filter their report using the filters and filter it out to the customer that they have last worked on.


When they come back to the report they can then see where they were





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3 REPLIES 3
GilbertQ
Super User
Super User

Hi @USABB_Data 

 

Yes that is correct.





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GilbertQ
Super User
Super User

Hi @USABB_Data 

 

As it stands today there is nothing out the box.


The only thing that springs to mind is to make sure that report settings allow persistant filters

GilbertQ_0-1613425779091.png

 

I would then get the users to filter their report using the filters and filter it out to the customer that they have last worked on.


When they come back to the report they can then see where they were





Did I answer your question? Mark my post as a solution!

Proud to be a Super User!







Power BI Blog

Thanks.  Just to clarify, that setting should not be selected, correct?  It says Don't allow so I want it unchecked right?

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