Bookmarks in Power BI allow you to capture and save the current state of a report, including filters, slicers, visuals, and other settings. These bookmarks can be used to create interactive experiences and switch between different report views or scenarios. Here’s how you can use bookmarks in Power BI:

Create Bookmarks
In Power BI Desktop, go to the View tab and click on the “Bookmarks pane” button to open the Bookmarks pane. With the desired report view displayed, click on “Add” in the Bookmarks pane to create a new bookmark. Give the bookmark a descriptive name.

Customize Bookmark Settings
With a bookmark selected, you can choose the desired settings to capture. This includes the state of filters, slicers, visibility of visuals, drill-through settings, and other report elements. Enable or disable the options based on what you want to include in the bookmark.

Apply Bookmarks
Once you have created bookmarks, you can apply them by selecting a bookmark from the Bookmarks pane. This will restore the saved state of the report, including the selected filters, slicers, and other settings. The visuals will update accordingly.

Use Bookmarks for Interactivity
Bookmarks can be used to create interactive experiences for your report consumers. For example, you can create a table of contents or navigation buttons using bookmarks. Each bookmark can represent a different report view or scenario, allowing users to switch between them with a single click.

Button Visualization
To make it more intuitive for users, you can add buttons or images to your report and assign the bookmark actions to them. The “Button” or “Shape” visuals in Power BI can be used for this purpose. You can configure the visuals to trigger the corresponding bookmark when clicked.

Bookmarks provide a way to enhance the interactivity and user experience in your Power BI reports by saving and restoring specific report states. They allow users to navigate and explore data in a more structured and controlled manner.

By clicking the buttons, we can easily switch between different views of the dashboard. As shown in the image below, we can click on “Cheapest” or “Expensive” visualizations to switch to the corresponding view by utilizing bookmarks.

The Data School
Author: The Data School