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jdobrzen's avatar
jdobrzen
Advocate III
8 years ago
Solved

Persistent filters and bookmarks

I have a report(s) that use an image(s) tied to bookmarks.

 

 I noticed that when I change my report to the non-default bookmark, navigate away from the report, and navigate back, that the filters are presisted like they should be now, but the image tied to the bookmark shows the default bookmark image and not that of the bookmark that I left the report on.

 

So to recap. the report filter is persisted in terms of slicers and visuals when I navigate to and from the report, but the image tied to the bookmarks always resorts back to the default.

 

I have been able to re-create this issue on two seperate reports that utilize bookmarks tied to images.

  • Hi jdobrzen,

     

    It seems the Budgets switch and the slicer of dates are custom visual. It may not work with bookmark. Please refer to desktop-bookmarks#limitations-and-considerations.

    >>>Custom visuals do not work with bookmarking if they are the source of the filter. If you're using custom visuals to filter elements on a page (for example, the chiclet slicer) and return to that page using a bookmark, the page may be filtered but the custom visual won't be updated to show how the page is being filtered.

     

    Best Regards,

    Dale

9 Replies

  • v-jiascu-msft's avatar
    v-jiascu-msft
    Microsoft Employee

    Hi jdobrzen,

     

    I tested but can't reproduce it. There is only one image. How can it be reverted to the default? Can you please share some snapshots?

     

    Best Regards,

    Dale

    • jdobrzen's avatar
      jdobrzen
      Advocate III

      v-jiascu-msft

       

      So in the first example report, I have a bookmark that switches between budgets on and off.  The bookmark bascailly hides or unhides the budget columns, through the use of showing or hiding two seperate matricies. This doesnt show the problem exactly as I stated.  The bookmark image is not mixed up with another bookmarks settings. However, it doesnt save the state of the last bookmark selected.

       

      Example 1 Default State - Budgets Off bookmark

       

      Example 2 Modified State - Switch to Bookmark On and Change Practice Area filter

       

      Example 3 Final State - Navigate away from report and reopen. Bookmark switched back to Bookmark Off, but Practice Area slicer selction saved.

       

      In the second example you can see the bookmark image gets mixed up with the intended bookmark state. The default image is showing, and the last bookmark selected "Last 6 Months" is hidden, although the trend shows the last 6 months. Unlike the first example, this is not two seperate visuals and instead is one trend chart with a hidden date slicers value changing and the drillthrough level on the trend chart modified (i.e. A hierarchy of year, month, week start date, day of week, day).

       

      Example 2 Default State - Default bookmark of Last 15 days and "All" Locations slicer

       

      Example 2 Modified State - Last 6 Months bookmark selected and "County" for Location slicer

       

      Example 2 Final State - After navigating away from the report and back again, you can see the Last 15 Days selected image is visible, but the trend is still set to Last 6 Months.

       

      • v-jiascu-msft's avatar
        v-jiascu-msft
        Microsoft Employee

        Hi jdobrzen,

         

        I tested but had no reproduction. Did you check these limitations here? What are these visuals?

         

        Best Regards,

        Dale