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effi_go's avatar
effi_go
Frequent Visitor
8 months ago
Solved

How to Set a Default Sort Order for All Users in a Power BI App?

Hi everyone,
I’ve published a Power BI report to the Power BI Service and converted it into an app so I can share it with my colleagues. One colleague suggested that it would be more user-friendly if one of the tables always defaulted to being sorted by a specific column.

In other words, even if someone works with the table, applies different filters, and then closes the app, the next time they open it, the table should not retain the last applied filter. Instead, it should revert to a predefined default sort order based on that specific column.

I know every user can save their preferred filter by creating personal bookmarks, but is there any other way that I, as an administrator, could ensure that this default sort order is applied for all users?

  • Hi effi_go

    You can’t enforce a universal “reset” sort order in the Power BI Service beyond what you define in the published report. The way to make sure all users see the same default sort order is to set it up in Power BI Desktop and publish with that configuration:

    1. Set the sort order in Desktop

      • Open your report in Power BI Desktop.

      • Select the table or matrix visual.

      • Use Sort by Column to define the default sort order you want.

      • Save and publish the report. This becomes the baseline view for everyone.

    2. Use a default bookmark

      • Create a bookmark that captures the desired state (including sort order and filters).

      • Set this bookmark as the default view when publishing the app.

      • When users open the app, it will always load in that predefined state.

    3. Understand user behavior

      • Users can still create personal bookmarks, but those only affect their own view.

      • There’s no admin-level override to force a reset every time; the published report and its default bookmark are the only mechanisms available.

    In short: define the sort order in Power BI Desktop, publish with a default bookmark, and that will be the default for all users. If someone changes filters or sorts during a session, closing and reopening the app will bring them back to the default view you set unless they’ve saved a personal bookmark.

     

    This matches Microsoft’s guidance: the default sort order must be defined in the report itself (via Sort by Column and/or a default bookmark), and there is no separate administrator setting in the Power BI Service to enforce it globally.

     

    Microsoft documentation 

     

    Together, these pages confirm that the only way to enforce a default sort order for all users is to configure it in Power BI Desktop and/or set a default bookmark before publishing the app. There is no separate administrator setting in the Service to override user changes globally.

     

     

7 Replies

  • Hi effi_go

     

    If you sort that visual in Power BI Desktop, save the modified file, and republish it to your workspace, and then update the app, it will be sorted for all new users. 

     

     

  • Set the default sort in Power BI Desktop

     

    This is the only reliable, admin-controlled way.

    1. Open the report in Power BI Desktop

    2. Select the table visual

    3. Click the column header you want as the default

    4. Set Sort ascending / descending

    5. Save

    6. Publish

    7. Update the App

    Result:

    • Every user opening the app starts with that sort

    • Filters/sorts are not persisted between sessions

    • Closing and reopening the app resets to this default

    • effi_go's avatar
      effi_go
      Frequent Visitor

      Hi cengizhanarslan 

      Thanks a lot for the effort and for taking the time to help me out.

      Your solution provided a solid starting point for me to work through the issue.
  • Hi effi_go

    You can’t enforce a universal “reset” sort order in the Power BI Service beyond what you define in the published report. The way to make sure all users see the same default sort order is to set it up in Power BI Desktop and publish with that configuration:

    1. Set the sort order in Desktop

      • Open your report in Power BI Desktop.

      • Select the table or matrix visual.

      • Use Sort by Column to define the default sort order you want.

      • Save and publish the report. This becomes the baseline view for everyone.

    2. Use a default bookmark

      • Create a bookmark that captures the desired state (including sort order and filters).

      • Set this bookmark as the default view when publishing the app.

      • When users open the app, it will always load in that predefined state.

    3. Understand user behavior

      • Users can still create personal bookmarks, but those only affect their own view.

      • There’s no admin-level override to force a reset every time; the published report and its default bookmark are the only mechanisms available.

    In short: define the sort order in Power BI Desktop, publish with a default bookmark, and that will be the default for all users. If someone changes filters or sorts during a session, closing and reopening the app will bring them back to the default view you set unless they’ve saved a personal bookmark.

     

    This matches Microsoft’s guidance: the default sort order must be defined in the report itself (via Sort by Column and/or a default bookmark), and there is no separate administrator setting in the Power BI Service to enforce it globally.

     

    Microsoft documentation 

     

    Together, these pages confirm that the only way to enforce a default sort order for all users is to configure it in Power BI Desktop and/or set a default bookmark before publishing the app. There is no separate administrator setting in the Service to override user changes globally.

     

     

    • effi_go's avatar
      effi_go
      Frequent Visitor

      Hi Olufemi7

      Thank you so much for taking your time to write this detailed and helpful instruction.

      I had a few struggles with the bookmark.

      For my specific use case, it feels a bit inconvenient since I cannot bookmark individual visualizations and slicers. This leads to issues such as resetting the time slicer to its original date and having to update the bookmark every now and then.

      Aside from that, I am quiet satisfied with the solution. So again, thanks a lot for helping out!

  • Anonymous's avatar
    Anonymous
    Not applicable

    Hi effi_go,

    I would also take a moment to thank Olufemi7 cengizhanarslan, tayloramy for actively participating in the community forum and for the solutions you’ve been sharing in the community forum. Your contributions make a real difference.
     

    I wanted to check if you had the opportunity to review the information provided. Please feel free to contact us if you have any further questions.

    Regards,
    Community Support Team.