Mastering Power BI Bookmarks
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- čas přidán 29. 07. 2024
- Want to get the most out of Power BI Bookmarks, selections and buttons? Adam goes through the options to help you master bookmarks! Taking your reports to the next level!
Bookmark Documentation: docs.microsoft.com/power-bi/c...
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Bookmarks are my go-to for taking my reports to the next level. They make everything so intuitive and clean.
Started using the 'Selected Visuals' option since recently after you talked about it in an earlier video. It's a fantastic way to limit the number of visuals on a page or the need for different reportpages and give the users indeed that 'app-like' feeling. So, thanks for (all) your videos. They sure do help in taking my Power BI report to the next level.
Bookmarks can give that 'application' feeling and are super easy to use. Thanks for sharing this Adam. I learned one can group bookmarks. That was new to me.
Also, I've noticed it helps in your productivity to
1. Name each object in the selection pane from the start. It comes back throughout the entire development process.
2. Group items that belong together and base your bookmark state on the groups. This also makes it easy to add new items to a group without the need to change the bookmarks.
Keep crushing it!
BI Gorilla
+1 on grouping items. Makes things easier to set up and maintain. Thanks for the suggestion!
Excellent explanation of the complexity (and power) of bookmarks. I love them, but have often overwhelmed myself. Knowing the details will help me avoid making more than I need.
Perfect timing on this video. Was working on a report today and ran into the issue with the slicer panel reverting a swapped visual to the default state. Now I can clean that up nice and easy!
I just wanted give huge thank you for your amazing video on bookmarks. I've been struggling to wrap my head around them, but your explanation made everything click! Not only did I finally understand how to use bookmarks, but I was able to create an interactive dashboard that completely wowed my co-workers. Your content is always top-notch and incredibly helpful.
Absolutely amazing! Great ideas AND I finally understand what those options do! Great job.
Using bookmarks all the time to make my reports more intuitive and easy to navigate for the end user. Bookmarks are the best! Thanks for the video
Just really started using bookmarks in more complex reports recently and this video has given me plenty of ideas. Thankyou keep the videos coming please 👍🏽
This is the best video explaining how all the bookmarks features works, thanks a lot Adam!
Brilliant, much awaited video. Bookmarks are always confusing but very useful.
Thank you so much for clarifying this concept!
Man believe me you are the only one explain this on youtube, really appreciated since i was searching for that. Thanksssssssssssssssssssss
Was struggling with the 'Selected Visuals' but this vid clarifies it perfectly - thank you again! Your channel has helped me numerous times :)
Thanks Adam for making this video
I am working on 120 bookmarks and the requirement is changing frequently and I am actually going nuts in managing bookmarks with new additions pouring in.
Thank you! I was going crazy, trying to update someone else's bookmarks and hadn't noticed that All Visuals was selected. Going to go and watch all your other videos now.
Hi Adam, how did you set up the info image at 10:34? How did you control the size of the image to fit in with the background visuals and also the background transparency?
I have spent two days to make a complicated dashboard with many bookmarks like you show at the end of the video. With this video ı learned more things about bookmarks .
this is really insightful. I was wondering what the selected visual does. now I think I could up my power bi visual game.
Thanks SO much Adam!! This video helped me solve several issues, one major issue being when we would click a button/bookmark, all other slicers/visuals would reset.. was such a major pain point for my team. I never understood why "Selected visuals" wasn't working for me.. then it CLICKED (pun intended :) )!
And I LOVE the tip to only collapse but not close bookmarks/selections, I was constantly closing/opening these panels! Thank you @Markbdi!! BANANAS
Hey Adam, is there a way to have cross-filtering between two visuals that are in two different bookmarks?. Thanks for your help.
Thanks for the video! I've used bookmarks but didn't know about All visuals / Selected visuals... Great idea to apply bookmarks to create a slicer panel! :)
Selected Visuals…makes sense. It made my day. Thank you!!
Bookmarks are great, thank you!
I was today years old when I learned that clicking on the word "Bookmark" collapses it like Visualizations and Fields?!?!?!...how could I not have known that after using PBI for soooo long...Thanks for that btw ;-)
Useful. Thank you.
Great job Adam, I love your videos very helpful for the next level :))))
Great video, thank you! I'm using bookmarks to switch between times series and bar. If I click on eg Jan in time series and then click on bar chart bookmark, how do I only see data for Jan ?
SO helpful! Is it possible to create a table visual containing a column of bookmark links to report pages without the need for buttons?
This was fun! I'll love using this in my next report :)
OMG 😱😱😱 2:14 Thank you!!!!
Thanks a lot, Adam.
Hi very great video, i'm wondering how can i share my bookmark when i'm using Power BI online. My business wants to share with me a situation and it's more easy to use a personal bookmark
Thank you so much !!! Very helpful
Amazing tutorial Adam good job.
Very useful, especially All vs Selected. Bookmarks are a pain, but you've made my life a bit easier, thank you for this
Great video! Very very useful!
thanks so much for this video... in special the part about Only selected visuals.. thats tricky to get but now I think I made it work and it is very powerfull!
Thank you very much
Thanks for this, Adam. The 'Current Page' option name doesn't make any sense (to me, anyway - I guess that is why I have always struggled to understand what it actually does), but I can't think of an alternative name that could be used.
Thank you sir
Hello Adam,
What is the use case of "Current Page" option in the Bookmark?
Can you do the "Selected Visuals" option across multiple pages?
Example would be if you have a few pages with a slicer panel like that and you want the slicer panel to stay showing even if they navigate to a second page.
Awesome explanation
Hi I have used bookmarks to recreate a monthly meeting deck which has similar view but filter only changes with product and sales region . But when I export as ppt from server I only get one slide the first one. Does that mean I need to create in desktop version itself different tab to mimic slides and then only I will be able to extract full slide deck or is there any work around
A lot Helpful!
Thanks 😊 for this.
It's really helpful thanks a lot..
Thanks!
Is there a way to save a bookmark-design (for a page-navigation or filter-panel) which you can use on every page? Just copy page and bookmark is related to the copied page?
We are creating a new report-design for our company and struggeling how to set up an report template which already contains page navigation, filter panel, footline (openable) etc.
Thanks!
Great job Adam! thanks for this wonderful video. I am currently working with on report with multiple visuals. I use Toggle with the bookmarks. I am having trouble selecting multiple (2 or more) toggles at the same time and bookmarked them, bookmarks defaults to a single toggle selection. Do you have any recommended way or resource to fix this?
Thank you! This has helped me to resolve why my Bookmark navigator buttons weren't behaving!
Is there a way to save some of these behaviors to be the default so every new selection view you make defaults to selected visuals instead of all visuals?
I spent all weekend trying to get my bookmarks to work and all I had to do was highlight them all. Thanks for the tips!
Damn, this would've come in handy 2 weeks ago. I created a report page that has multiple toggles: toggle between units and dollars. And toggle the line chart between weekly and cumulative sales (for both units and dollars, so 4 line charts are in use!) It was a pain to get every visual to work the way it's supposed to, but after watching this video I have a couple of ideas on how to simplify that process in the future.
Thanks!
Been a PowerBI user for a few years and I've just done my first report using bookmarks and I'm a big fan, although I can see things getting a bit complicated! Does anyone know if you can pass a bookmark to a report using a URL in the same way that you can with filters? That would be a game changer for me if it's possible.
oh god, this is so good. thank you
thanks Guys it's Very helpful
Thanks a lot. 👍
Absolute GOLD!
Thnks Adam. Is it possible to change visual rows with Bookmarks?. I mean, can i have a bookmark navigator button that shows especific visual with line headers like year, client, product and another bookmark button to show the same visual but with client, year, product line headers ?. I can do it having a copy of the visual and hiding or showing the correspondent layout for the button selection, but it's a tedious workaround.
Thank you
So I am definitely down the rabbit hole of learning bookmarks and this is fantastic! Can anyone help me with how to keep the selections on the slicer panel when you switch from bookmark to bookmark?
I am going to put this channel name in my resume like I keep myself updated from this channel.
Thanks very much
Thank you for this deep dive into bookmarks this and the last view - Snap Power visuals got me out of a big hole I was digging for myself 😂👍👍
OK not quite, I'd like to have different Hierarchy levels attached to my bookmarks so my users can jump to each level as they so feel (I have 5 levels) now I currently have the data switched off as the data that is being filtered needs to be dynamic and the only way to get the hierarchy levels maintained is by having data switched on. Am I missing something? as
U really helped me
It would be interesting for me to discuss the effect of bookmarks on interaction editing. From what I noticed, bookmarks do not preserve the interaction between visualizations. Or maybe I missed something?
Regarding the hide and show filters menu, is there a way to have a filter dropdown instead of a list? I tried that but when the menu pops up it changes the filter dropdown to a list.
Thanks for sharing your video. I have an issue where I hope you can help. I have a Matrix of KPI's that I want to show the graphs associated with the indicator. For this, I created a panel with a group of charts. I want the user to be able to show or hide the panel so for this I created bookmarks for show/hide panel. My problem is witht the state of the panel. when I click button to show the chart group, it reverts back to the original slicer I had when I created the bookmark. I tried toggling off "data" but now it does not refesh the datA in the group. Is there a workaround for this?
Could you please upload or share with us a sample data which you are using in your reports? thanks for the video
Much needed
Amazing video!
One week from now, you all gonna be bookmark preachers.
I love them, so handy
Is there a way I can have visuals affected by the buttons? Ie: I click my "Net Units" button, and then the "Actuals", I get sales data for this year only. Then, I click "Vs "LY" and it changes to how my sales are doing vs last year. Then repeat this for Gross Margin $, Gross Margin % and Net Sales?
It's Powerful Information..
Keep Teaching us,
And we are supporting you
How to stop the interaction between the bookmarks? Eg - Say I've got 2 separate visuals each one of them are having different bookmarks, now the issue is if I select 3rd bookmark on the 1st visual and 2nd bookmark on the 2nd visual, then the 1st visual automatically gets reset and shows the data within its 1st bookmark. Is there a way to handle this? Essentially, I don't want my bookmarks for either of the visuals to interact with each other.
My bookmark also removes the "Filters on this page" in the filters pane. Is there a way to work around this?
ohhhhh thank youuuuu so soo much ... it was frustrating the hell out of me... while creating a pop up menu and visual swap ...
If you have data that is on a rolling 13 month period and you wanted to bookmark a report specific date but over time some of that data drops off as it moves forward, will the bookmark still work? I guess what I am asking, does the data need to exist in the table to recreate that bookmark? Or does it take a snapshot of the data at the time of creating it?
Thanks for sharing this video Adam, I've learned so much from you, one question. can we change the size of a chart using bookmarks or not? or for example change the location of a card in the report using bookmarks?
thanks again.
i guess u can, the card or the chart don't change it's size or the color, u just create a bookmark for the chart and the card in the original size , create a bookmark call the bookmark 'original size' for example, and then create a new bookmark for the objects with the other size u need, and then in the selection panel u can hide the objects with the second size when the first bookmark is selected, do the same for the second bookmark, hide the first size object's when the second bookmark is selected.
Is there a way to print all the bookmark views?
Is it possible to set up a various bookmarks at various pages of a same worksheet in powerbi???
Bcoz everytime I am using bookmark it's counting on a single page bookmark list 😅 I want it separate! How to do it ?
Q.Could please do a video on that collapse/expand the menu one that we used in this report?
Really took a lot of time to learn this. Video is great. But to remember and understand is difficult for the first time especially the ALL Visuals and SELECTED Visuals.
I just want to know who added the dislikes for this or any of your videos?! Awesome content. Thank you!
That's all great. However, I've created and published a report so it now falls under Power BI service; this report pulls info from a live document which lives in SharePoint. I need to update it with some bookmarks. Creating bookmarks is a bit cumbersome to do. Are there any videos on how to do this effectively using Power BI Service?
I wanted to use the "Selected visuals" option to avoid some drop downs (slicers) from being reset at each bookmark. But the selected visuals option ignores the filters set on the page level. Did anyone else face this issue? Is there solution to this? For anyone else struggling, a possible solution is to have page level filters implemented as slicers (hidden) and then use the selected visuals option.
I like to use bookmarks as much as i can because i feel like it makes my report more professional, unfortunately i see one huge drawback and that is when i select a section of pie chart for it to interact with the rest of the visuals it is only limited to the current shown bookmark, as soon as i switch bookmarks the selection of pie chart is gone.
I Have applied your idea of swap visuals in my PBI dashboard in summary report for management view and I want to share my appreciation with you guys,thank you.just one request please think about if you can brainstorm about the swap visuals working with Slicer s somehow
+ 1
i keep getting the setting for one bookmark overwriting other bookmarks, how do i stop this?
I'm running into an issue with the Selected Visuals bookmark control. I'm trying to keep a slicer value the same, but change the data (and filters) with a couple of bookmarks. I've used the Selected Visuals option on both of my bookmarks and selected all of the visuals except for the slicer. The slicer value remains unchanged as it should, but the filters are not being saved with the bookmarks. I do have Data selected in the bookmark options for both bookmarks. Am I doing something wrong, or is this a bug?
sorry, any update for 2023? try to connect the button with the bookmark I created but doesn't work but I try in the bookmark itself its working well. already followed steps how to connect [button -> action/bookmark/bookmark name] please advise
Thank Guys In a Cube =)
Hey Adam, is there a way to display in a card or somewhere a list of selected filter criteria’s? I’ve had my colleagues as this as when the filters are collapsed and distributed on Service, the filter criteria’s are lost in the background. #bookmarks #PowerBI
You could work with a combination of CONCATENATEX and VALUES.
For example if you use a filter color from the table product:
Selected colors =
"Filtered to color " &
CONCATENATEX(
VALUES( 'product'[color] ),
'product'[color],
", ",
'product'[color],
ASC
)
Well done on not mashing your lines when you were busy show/hide triangles/circles :)
Jesus Christ, i got a problem in bookmarks level but here everything revealed. that's spectacular one
Coming from Qliksense, Power BI seems to lacking a few things .. such as multiple actions per button (filter and then show a new page in one button). Some of the quirky stuff like clicking the name instead of the X makes the product look immature. I'm still learning all the quirks, thanks for the video
When I change report name and publish to service...end-users' bookmarks no longer work. How to resolve this?
How can we get a note in power bi after we export to excel sheet.For ex Note:some text need to be come in excel sheet
triggering Bookmars with Dax would be crate.. like Pagenavigation and Drill thtrough
Please do one more video on SELECTED VISUALS IN Bookmarks