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truttafisker
Helper I
Helper I

Is it possible not to overwrite filters on publishing report ?

When I make a report i experience that the filter settings that the users have made, are being overwritten by the filter settings that I have made in the report when I publish a report.

 

Is it possible to somehow avoid this ? so that the filter settings the users have made are never overwritten when I publish the report ?

1 ACCEPTED SOLUTION
abhivic_fabric
New Member

When you publish a new report, the filters will be overwritten, and there's no way around it.

What you can ask the client for is the default filters they want applied in the report. After that, they can adjust them as needed.

View solution in original post

10 REPLIES 10
abhivic_fabric
New Member

When you publish a new report, the filters will be overwritten, and there's no way around it.

What you can ask the client for is the default filters they want applied in the report. After that, they can adjust them as needed.

v-pagayam-msft
Community Support
Community Support

Hi @truttafisker ,

Thank you for replying.
Another method is to use Report level filters in Power BI Desktop to set the default filter conditions for all users. These filters will apply automatically when users open the report, but they will not overwrite user-applied filters as long as persistent filters are also enabled.

  • In Power BI Desktop, go to the filters pane, and drag fields you want to apply as default filters into the report level filters section.
  • These filters automatically apply to all pages in the report and may serve as the default view, but user applied filters still persist unless they manually reset them.

If this post helps, please give us Kudos and consider Accept it as a solution to help the other members find it more quickly.

that's also not an acceptable solution .. the users own filters need to persist .. that's actually what the whole problem is about ..

 

v-pagayam-msft
Community Support
Community Support

Hi @truttafisker ,
I wanted to check in on your situation regarding the issue. Have you resolved it? If you have, please consider marking the reply that helped you or sharing your solution. It would be greatly appreciated by others in the community who may have the same question.
Still facing any issue, feel free to reachout.

Thank you for being a part of the Microsoft Fabric Community Forum!



it wasn't resolved .. none of the suggested solutions did the job

Idrissshatila
Super User
Super User

Hello @truttafisker ,

 

yes, they can make personal bookmarks in power bi service, in this way they can go back to the filters the applied within one click
check it out
https://youtu.be/pHp4L2H7CGg?si=LjpMTpaBVFJFfxMj

 



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if I don't want to make bookmarks (or the users shouldn't make bookmarks) and I don't want the filtering options that they already have made to be overwritten .. what could/should I do ?

@truttafisker ,

 

the bookmarks on the web are different on the bookmarks on the desktop, it just capture automatically the filters, there's no development in it.

 

its like bookmarking a website.



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nilendraFabric
Community Champion
Community Champion

Hello @truttafisker 

 

You can keep each user’s filter settings intact by making sure persistent filters are left on and not disabling them in your report’s settings. In Power BI Desktop, open File → Options and settings → Options → Current File (Report settings) and ensure that “Don’t allow end users to save filters” is not checked so that the service remembers each user’s customized filters between sessions

 

Please give it a try

 

If this helps please accept the solution

Screenshot 2025-01-23 at 09.41.20.png


Isn't this set to your recommendations ?? this seems not to fix anything ?

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