Tag Archives: Bookmark

ByHariharan Rajendran

Power BI Bookmark and Selection

Microsoft Power BI recently released new features as part of October release. In that, the below two features are very important to consider for our reporting solutions.

  1. Bookmarking
  2. Selection Pane.

First, let me explain the selection pane feature. It is useful to show and hide any report elements in the report.

If we see selection pane alone, then we can’t identify the importance of that but, this selection pane will combine with the bookmark and do magic.

Please check the below report and play with different chart types.

https://app.powerbi.com/view?r=eyJrIjoiN2Q3Yjg3OTUtMDM4NC00ZTU5LWE5MjAtNGVjODMxOGJiOWQzIiwidCI6IjNkMWQwNTA0LTRjNDItNGUwMi1hZTI4LTVjOWE5YzUwZjM2ZiIsImMiOjh9

Take your time and think that how this report works. Actually, it is a simple when you see the report but in the backend it using the selection and bookmark features.

Before explaining how the report is built, let me explain what bookmark feature is.

Bookmark

It is a preview feature which means it is not generally available. Microsoft Power BI team announced this feature during Data Insight Summit. They have created a hype to the feature.

We can create a bookmark for the interesting stats. For example, if you want to create a data story or you want to present the report to the business users to show the sales and revenue information.

At that time, you may need to show metrics for last year sales and this year sales for comparison and same for revenue or you may need to highlight a specific visual (it can be done with spotlight, refer here).

With the single report you need to filter the data during the presentation but instead, you can create a bookmark for each one of the results and can show them easily.

Learn more about Bookmarking feature in Power BI site.

Let me explain how the report is built with the help of bookmark and selection pane. Follow the below steps to reproduce the report.

  1. Create a report with pie charts
    1. Create a bookmark as pie
  2. Add the donut charts on the same page where pie charts are placed
    1. Create a bookmark as Donut
  3. Add column charts on the same page where pie and donut charts are placed
    1. Create a bookmark as Column
  4. Open the selection pane and hide the donut and column charts and update the pie bookmark
  5. Choose Donut bookmark and hide pie and column charts and update the bookmark
  6. Same for column bookmark
  7. Add the slicer on top and added three images (pie, donut & column chart icons)
  8. On each image, on Link option choose bookmark type and select the relevant bookmarks

That’s it. Please let me know your comments below also share if you have any other report logics with these features.

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