Forum Discussion
Helper IIIThe Bookmark feature will reset the report filter on PBI Service
As it said in title, Does anyone find this bug?
How do you mean that it resets the report filter? Did you create the bookmark while there was an active report filter?
As I have understood the documentation this should be per design.
The bookmark saves the current state of all the filters for the current page. If you later change the report level filter (or any other filter) and navigate to your bookmark, the filters will reset to the filter state that was present when the bookmark was created or updated.
Take a look at the documentation here: Link
11 Replies
How do you mean that it resets the report filter? Did you create the bookmark while there was an active report filter?
As I have understood the documentation this should be per design.
The bookmark saves the current state of all the filters for the current page. If you later change the report level filter (or any other filter) and navigate to your bookmark, the filters will reset to the filter state that was present when the bookmark was created or updated.
Take a look at the documentation here: Link
ryan-gaoThank you Anonymous
You are right , I read the limitations again, it is by design. hope this behavior can be modified asap, the report level filter need to filter the bookmark
nirvana_mokshImpactful Individual
this was of great help! I was stumbling into this issue and was almost certain this was the cause, but there is no assurity like documentation assurity!
- tjd
However, the January release now allows you to override this by right-clicking the Bookmark name and unselecting Data and then select Update. Then a change to a report-level filter will apply to that bookmarked page.
- vkpatel78
Microsoft Employee
In the Limitations, there lists "If you add a visual on a report page after creating a bookmark, the visual will be displayed in its default state. This also means that if you introduce a slicer into a page where you previously created bookmarks, the slicer will behave in its default state." Actually, you are allowed to change the settings to keep the filters applied when you use bookmarks. I learn this from the 2018 Jan Updates of Bookmark. (http://microsoft-bitools.blogspot.com/2018/01/power-bi-bookmarking-feature-update.html). Simply right-click the bookmark and uncheck 'data' category, you will get the report/page level filters kept when you jump between bookmarks.
In my case, I create two slicers and a 'Search' button on the 'Search' bookmark. The slicers are applied to the report-level. The button directs to the 'Result' bookmark with the two slicers, a table showing search results and a 'Return' button back to the first bookmark. By default, the 'data' category is checked in the 'Result' bookmark, which means each time I click on the 'Search' button, the filters get reset and the search results are gone, not what I want. So I uncheck 'data' category of 'Result' bookmark. The slicers are kept and results are filtered. EASY! I keep the 'data' category of 'Search' bookmark checked so each time I click 'return' button, it goes back to the 'Search' bookmark and clear the slicers. EASY!vkpatel78 thanks for your post... this totally saved my report!
- ryan-gao
Is this by design?
I think the report filter should take effect to all pages of the report, cover the bookmark
- tjd
I agree! Report level filters should always override (and reset) the bookmark settings. If not, then what good is it using the bookmark for menu items when you can't reset a report level filter across everything. I've got a 100+ page report and all pages are connected through a bookmark series of navigation pages. It's no fun having to update 100+ bookmarked pages just because I've changed a global (i.e., report level) filter.
- Marlou1989
Advocate I
Totally agree! We use report level filters using URL filtering in Power BI embedded. Overriding these with bookmarks kills the entire purpose of the dashboard. Report level filters should not be affected by bookmarks or it should be optional choice when creating the bookmark.
