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Shelley's avatar
Shelley
Icon for Post Prodigy rankPost Prodigy
8 years ago
Solved

How to create a bookmark in Power BI Service?

Page 220 of this Microsoft release notes document (https://aka.ms/dynamics365releasenotes) says this about Power BI:

 

Bookmarking
Create bookmarks in the Power BI Service without first creating a bookmark in Power BI Desktop. The Bookmarking feature is generally available, and it no longer requires the feature to be turned on from the Preview tab in the Options dialog box.

 

My question is how?

 

After I turn on the Bookmarks pane in powerbi.com, I can view the bookmarks pane. I can see exiting bookmarks, but the "Add" option is grayed out. Why? Is this something our corporate BI COE needs to enable or do I have to do something in the desktop version of the report and republish?

 

Thanks.

  • RMDNA's avatar
    RMDNA
    8 years ago

    Shelley,

     

    That's correct - since bookmarks are saved per-report, not per-user, only people with access to the PBIX or edit rights can create bookmarks.

     

    Now, if an end user choses a selection of filters in the Service, those selections are kept for them when existing and reloading the report, but they can't be saved into an actual bookmrak.

6 Replies

  • RMDNA's avatar
    RMDNA
    Icon for Solution Sage rankSolution Sage

    Hi Shelley,

     

    Checking just now on one of my reports online, I'm able to add bookmarks just fine. The PBI service health report is all green, so it might be something on your end. 

     

     

    Independently, it's much easier to manage bookmarks from PBI Desktop, so I'd definitely make your changes there if at all possible.

    • Shelley's avatar
      Shelley
      Icon for Post Prodigy rankPost Prodigy

      Hi RMDNA, Thank you for the reply. I was thinking end users could make their own bookmarks. After seeing your reply and thinking about this, it looks like I have to first Edit the report and then I too can Add a bookmark in the service.

       

      So, adding a bookmark in the service must be limited to only those with edit access to the report? I was looking for an end user to be able to add a bookmark, similar to what they can do in QlikView - in order to save the filters for those views they frequently visit.

      • RMDNA's avatar
        RMDNA
        Icon for Solution Sage rankSolution Sage

        Shelley,

         

        That's correct - since bookmarks are saved per-report, not per-user, only people with access to the PBIX or edit rights can create bookmarks.

         

        Now, if an end user choses a selection of filters in the Service, those selections are kept for them when existing and reloading the report, but they can't be saved into an actual bookmrak.

  • v-piga-msft's avatar
    v-piga-msft
    Icon for Resident Rockstar rankResident Rockstar

    Hi Shelley,

     

    Have you solved your problem?

     

    If you have solved, please always accept the replies making sense as solution to your question so that people who may have the same question can get the solution directly.

     

    If you still need help, please feel free to ask.

     

    Best Regards,

    Cherry

    • Anonymous's avatar
      Anonymous
      Not applicable

      I have the same problem. I am the admin of the workspace, I published a report but the Add button is grayed out. What am I missing? how can I enable to Add new bookmarks?

      • Anonymous's avatar
        Anonymous
        Not applicable

        You need to be in "Edit report" mode to add report-level bookmarks