![]() If you have just one, you can still set up a group. In my example, I have a graph visual and a title. Note that to set up a group, you need at least two visuals. You should also rename the group, so you know what it contains. Right-Click on one of the selected visuals, then click the list option named Group then in the sub menu Group. Whilst holding control, click on each visual that should be in the group. Now, any edits made on the content of the groups will flow through, without the need to re-record bookmarks.įor example, let’s say I want a bookmark that switches a visual from a table to a map.įirst, I’m going to make the groups. If you record bookmarks on groups instead of individual visuals. Using groups has huge benefits for Power BI bookmarks. This will correspond to a number listed at the end of the Bookmark. Thus, when you are planning multiple bookmarks on a single page add an ID at the end of the Visual or Group. Pro Tip: When a page contains multiple bookmarks it’s difficult to know what Bookmark touches which Visuals or Groups. Visual - Description Example of renamed visuals in a selection pane Our recommended naming strategy is the following. Rename the visual to something that calls out what it is. Next, double click on the visual you have just added in the selection pane. We recommend renaming each visual when you add it. While this is not an end user feature, it can make it difficult to identify the correct visual when developing. ![]() This means if you have several slicers on a page, you might get a list of several visuals with the same name. By default, the name is usually the type of visual it is. Each visual is given a name, which can be viewed in the Selection Pane. Rarely is this needed and can become very hard when adding more visuals to the page. Recording bookmarks on all visuals often has unintended consequences and can be difficult to manage. One of the best Power BI Bookmarks tips – use selected visuals only. However, this is no longer needed after new functionality allows this to be done with buttons directly. Previously, it was required to use bookmarks to navigate pages. In general, I try not to use both Data and Display together, as most cases bookmarks are just changing one of these fields. You can select items by holding control and clicking on them in the selection pane. Selected Visuals: Selected visuals still only apply bookmarks to the visuals you had selected when you record the bookmark. I would recommend to never use this setting. This can include items in the filter pane, or even if the filter pane is open. If unselected, it will still apply the bookmark, but it will stay on the page you apply it from.Īll Visuals: If this option is selected, it captures every setting on the page. It does not capture if the item is visible or not.ĭisplay: This captures whether an item is visible or not, without modifying filters or sort order.Ĭurrent Page: This will switch to the current page view if you apply the bookmark from a different page. Here is a quick breakdown of the settings:ĭata: This captures items including filters and sort order. This should always be as specific as possible to the action they are trying to achieve. You should always update the bookmark settings when creating them. Add Placeholder Groups to Easily add More Visuals.The rest of the article will focus on some tricks and tips using bookmarks, while walking through an example of a visual switch between a map and a graph. ![]() Turning on the selection pane and bookmark pane.If you have not seen this before, I suggest you watch this video, also by Guy In A Cube. It will run through an example of using a switch visuals bookmark group. If you are new to Bookmarks, you may want to watch this helpful video by Adam Saxton from Guy In A Cube. This article will assume some basic knowledge on how to record or apply bookmarks.
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