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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 ...
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  • v-jiascu-msft's avatar
    v-jiascu-msft
    8 years ago

    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

jdobrzen's avatar
jdobrzen
Advocate III
8 years ago

v-jiascu-msft

 

As I have been turning off persistent filtering for any solution that I employeed bookmarking for, I have revisted the limitations that you cited and am not entierly convinced that's the issue. 

 

The Budgets On and Off or the date range buttons that I have linked bookmarks too, are not custom visuals.  They are image objects available on the Home tab of Power BI Desktop.  And it is not only the image buttons that are getting mixed up by the persistent filtering.  Also, any other standard visual (i.e. matrix, slicer, etc.) that I may be hiding or unhinding is getting reset to its default visibility when navigating to and from the report.

 

This problem is new to March's Power BI update that includes persistent filtering.  Again, it's not so much a problem with bookmarking and custom visuals as it is the visibility of objects not being persisted when the rest of the report is (i.e. slicer selections, report filters, page filters, etc.).

lgambino's avatar
lgambino
Frequent Visitor
8 years ago

Is there any more follow up to this? I'm having similar issues. I have no custom visuals in my reports. I have a page with bar charts and a matrix, and they all have a visual level filter to show current year. There's three bookmarks on the page used to link the visuals to different date attributes. When a bookmark is selected, the other charts are hidden, and the report functions as expected. When I navigate away and come back, the page is reset to the default bookmark and charts. Any slicer selections are retained, but all the default visual level filters for my charts are cleared out to show all.