Mastering Power BI Bookmarks

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  • Опубликовано: 26 ноя 2024

Комментарии • 150

  • @beyondtriggered4145
    @beyondtriggered4145 3 года назад +7

    Bookmarks are my go-to for taking my reports to the next level. They make everything so intuitive and clean.

  • @BIGorilla
    @BIGorilla 3 года назад +20

    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

    • @matthewwithrow8715
      @matthewwithrow8715 2 года назад +1

      +1 on grouping items. Makes things easier to set up and maintain. Thanks for the suggestion!

  • @ahmedatef771
    @ahmedatef771 2 года назад +1

    Man believe me you are the only one explain this on youtube, really appreciated since i was searching for that. Thanksssssssssssssssssssss

  • @terpstry
    @terpstry 3 года назад +4

    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.

  • @SLVRBCKTROOP
    @SLVRBCKTROOP Год назад

    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.

  • @ramanenbharatwa6399
    @ramanenbharatwa6399 26 дней назад

    The all visuals vs selected visuals is so useful. I can toggle between my 3 buttons of %growth, abs growth & total without it affecting the rest of the page. Thank you for this, especially the select before doing the update tip :)

  • @enesteymir
    @enesteymir 3 года назад

    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 .

  • @amg1286
    @amg1286 3 года назад +2

    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

  • @juanignacioXI
    @juanignacioXI 2 года назад

    This is the best video explaining how all the bookmarks features works, thanks a lot Adam!

  • @pardeepjanjua78
    @pardeepjanjua78 2 года назад

    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 👍🏽

  • @rajnishrajput2367
    @rajnishrajput2367 2 года назад

    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.

  • @cburkhart524
    @cburkhart524 3 года назад

    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!

  • @billbrown927
    @billbrown927 3 года назад +1

    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.

  • @BradSmith-lf4xg
    @BradSmith-lf4xg Год назад

    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.

  • @canasman11
    @canasman11 3 года назад

    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

  • @santoshjammi29
    @santoshjammi29 3 года назад +1

    Brilliant, much awaited video. Bookmarks are always confusing but very useful.

  • @Dimples-hc3te
    @Dimples-hc3te 8 месяцев назад

    Very useful, especially All vs Selected. Bookmarks are a pain, but you've made my life a bit easier, thank you for this

  • @sambull3314
    @sambull3314 2 года назад

    Was struggling with the 'Selected Visuals' but this vid clarifies it perfectly - thank you again! Your channel has helped me numerous times :)

  • @pamelacarbonara9876
    @pamelacarbonara9876 2 месяца назад

    Hi there! Thank you for all the great videos!
    We use a lot of bookmarks, because we have to deal with a lot of requests and specific views, however I was really looking for something which I can't make right now. Is there a possibility to have a bookmark acting on multiple pages? or 2 bookmarks sync to each other?
    Any suggestion workaround is appreciated!
    Thank you,
    Pamela

  • @RichardOliver
    @RichardOliver 3 года назад +2

    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.

  • @arturocervantes4171
    @arturocervantes4171 3 года назад +3

    OMG 😱😱😱 2:14 Thank you!!!!

  • @lastdance903
    @lastdance903 2 года назад +1

    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?

  • @weeyoda
    @weeyoda 3 года назад +2

    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 ;-)

  • @pablovent8622
    @pablovent8622 6 месяцев назад

    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?

  • @thottempudipurna5319
    @thottempudipurna5319 2 года назад

    It's Powerful Information..
    Keep Teaching us,
    And we are supporting you

  • @heidicf
    @heidicf 5 месяцев назад

    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?

  • @shanmukhabrahmasaikrishnav7364
    @shanmukhabrahmasaikrishnav7364 2 года назад

    I am going to put this channel name in my resume like I keep myself updated from this channel.

  • @608er
    @608er Год назад

    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!

  • @shantanudeshmukh4390
    @shantanudeshmukh4390 3 года назад

    Selected Visuals…makes sense. It made my day. Thank you!!

  • @crazytubes2249
    @crazytubes2249 8 месяцев назад

    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?

  • @roseventura1711
    @roseventura1711 2 года назад

    Thank you! This has helped me to resolve why my Bookmark navigator buttons weren't behaving!

  • @teresawhitter5814
    @teresawhitter5814 3 года назад

    SO helpful! Is it possible to create a table visual containing a column of bookmark links to report pages without the need for buttons?

  • @viviangerads2651
    @viviangerads2651 2 года назад

    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!

  • @AndyDevineUK
    @AndyDevineUK 2 года назад

    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 ?

  • @eriol33
    @eriol33 3 года назад

    this is really insightful. I was wondering what the selected visual does. now I think I could up my power bi visual game.

  • @vishaljhaveri7565
    @vishaljhaveri7565 Год назад

    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.

  • @canaldocalloni
    @canaldocalloni 9 месяцев назад

    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!

  • @andrealvarez231
    @andrealvarez231 2 года назад

    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! :)

  • @Mark-jq6en
    @Mark-jq6en 8 месяцев назад

    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?

  • @ceoplnng
    @ceoplnng 2 года назад

    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.

  • @matheww9944
    @matheww9944 2 года назад +1

    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 😂👍👍

    • @matheww9944
      @matheww9944 2 года назад

      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

  • @johnathanstevens8436
    @johnathanstevens8436 Год назад

    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

  • @peterg4130
    @peterg4130 3 года назад

    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!

  • @Dcsmoull
    @Dcsmoull 3 года назад

    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

  • @j.f.ahernco.safetydept4368
    @j.f.ahernco.safetydept4368 3 года назад

    Whoa where's the video on making those selection panels on the left side? Those are amazing.

  • @venkataashok1793
    @venkataashok1793 9 месяцев назад

    Q.Could please do a video on that collapse/expand the menu one that we used in this report?

  • @girlthegamester
    @girlthegamester 8 дней назад

    Hello! Please guide me how i add slicer pane in all sheets .

  • @alerissolaria
    @alerissolaria 3 года назад

    Absolutely amazing! Great ideas AND I finally understand what those options do! Great job.

  • @maniknag6468
    @maniknag6468 3 года назад +1

    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

  • @sayananalytics3445
    @sayananalytics3445 3 года назад

    Hello Adam,
    What is the use case of "Current Page" option in the Bookmark?

  • @alextz.3979
    @alextz.3979 2 года назад

    Amazing tutorial Adam good job.

  • @ingeborganalyses6640
    @ingeborganalyses6640 2 года назад

    This was fun! I'll love using this in my next report :)

  • @dakotagriggs5692
    @dakotagriggs5692 5 месяцев назад

    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?

  • @sunwayr
    @sunwayr 3 года назад

    Hey Adam, is there a way to have cross-filtering between two visuals that are in two different bookmarks?. Thanks for your help.

  • @Johnnyboy665
    @Johnnyboy665 3 года назад

    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?

  • @PallaviChauhan91
    @PallaviChauhan91 3 года назад

    Thank you so much for clarifying this concept!

  • @flyhigh1491
    @flyhigh1491 2 года назад

    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?

  • @theperpetuallyannoyed4074
    @theperpetuallyannoyed4074 3 года назад

    ohhhhh thank youuuuu so soo much ... it was frustrating the hell out of me... while creating a pop up menu and visual swap ...

  • @MrHolygas
    @MrHolygas 10 месяцев назад

    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.

  • @AbhishekJain-jl3oj
    @AbhishekJain-jl3oj 2 года назад

    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.

  • @dipanjan93
    @dipanjan93 3 года назад

    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.

  • @rajdeepchakraborty5038
    @rajdeepchakraborty5038 2 года назад

    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 ?

  • @apfenech
    @apfenech 3 года назад

    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.

  • @bagusartadi1721
    @bagusartadi1721 Год назад

    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

  • @bonjoev4066
    @bonjoev4066 2 года назад

    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?

  • @galymzhankenesbekov2924
    @galymzhankenesbekov2924 3 года назад

    Could you please upload or share with us a sample data which you are using in your reports? thanks for the video

  • @arbazahmad7177
    @arbazahmad7177 Год назад

    Thanks 😊 for this.
    It's really helpful thanks a lot..

  • @nadianaanaa3757
    @nadianaanaa3757 Год назад

    thanks Guys it's Very helpful

  • @srdjandrljaca7
    @srdjandrljaca7 2 года назад +2

    It would be nice to have "Not Selected Visuals" as an option. I have more than 30 visuals on page (half of them are hidden under Tabs), it is tricky to select them and click Update bookmark

    • @youtubegoogle4163
      @youtubegoogle4163 Год назад

      You can use ctrl + A to select all visuals, and click on visuals to deselect while holding ctrl.

  • @joshblevins3401
    @joshblevins3401 2 года назад

    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?

  • @einsteincrwilson1
    @einsteincrwilson1 2 года назад

    Is there a way to print all the bookmark views?

  • @sandeepm3253
    @sandeepm3253 3 года назад

    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

  • @michaeltenner7044
    @michaeltenner7044 3 года назад +1

    triggering Bookmars with Dax would be crate.. like Pagenavigation and Drill thtrough

  • @Maaciekk
    @Maaciekk 2 года назад

    oh god, this is so good. thank you

  • @jacejohnson2349
    @jacejohnson2349 Год назад

    My bookmark also removes the "Filters on this page" in the filters pane. Is there a way to work around this?

  • @akthar3
    @akthar3 3 года назад

    great video. A challenge that has not been discussed is what if you are taking over from another developer a power bi where book mark is heavily used with "selected visual" - many of them hidden filters !!! is this a nightmare situation? How can you identify which visuals are effected by a book mark with "selected visuals" ticked ?
    I can handle complex dax but maybe not when the power bi is made up of complex bookmarks !!

  • @Reckless_Nova
    @Reckless_Nova 3 года назад

    Thank you so much !!! Very helpful

  • @markhay3728
    @markhay3728 3 года назад

    I just want to know who added the dislikes for this or any of your videos?! Awesome content. Thank you!

  • @paulasmith5954
    @paulasmith5954 2 года назад

    Wow. So much content in such a short time. I’m new. I’ve been doing QlikView for years and am transitioning apps to Power Bi (argh). I can’t find a way to give users a direct path to a specific view/layout/selections. We could embed bookmarks in the url for our QV apps. I can’t find a way to do that with PBi. Any suggestions?

    • @GaryMillerUK
      @GaryMillerUK 2 года назад

      Too much! This is the first time I have needed to watch a GIAC video at 0.75 speed.

  • @venkatareddykummitha5863
    @venkatareddykummitha5863 2 года назад

    Please do one more video on SELECTED VISUALS IN Bookmarks

  • @MarceloSido
    @MarceloSido 3 года назад

    Amazing video!

  • @venkatanikithagadala7371
    @venkatanikithagadala7371 Год назад

    Q: Report having 10 columns like A, b,c,d,e,f,g,h,i,j,k how to display the first 5 columns and display the remaining 5 columns using bookmark

  • @desreed1
    @desreed1 3 года назад

    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.

  • @JuanHernandez-pf6yg
    @JuanHernandez-pf6yg 6 месяцев назад

    Useful. Thank you.

  • @arameshkumar5072
    @arameshkumar5072 3 года назад

    Jesus Christ, i got a problem in bookmarks level but here everything revealed. that's spectacular one

  • @robertmohammed1741
    @robertmohammed1741 Год назад

    When I change report name and publish to service...end-users' bookmarks no longer work. How to resolve this?

  • @hansimglueck4026
    @hansimglueck4026 6 месяцев назад

    Hi Mister!
    Interesting video title. Unfortunately the access to demo file doesnt work, there is no email in my account or an option to download pbix.file. Can you please fix? Withouth this, information are muss less useful

  • @gulhermepereira249
    @gulhermepereira249 3 года назад

    One week from now, you all gonna be bookmark preachers.
    I love them, so handy

  • @bzuraiq
    @bzuraiq 3 года назад

    Great job Adam, I love your videos very helpful for the next level :))))

  • @aminmostashar3914
    @aminmostashar3914 3 года назад

    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.

    • @alanangulo2937
      @alanangulo2937 3 года назад +1

      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.

  • @pilarbaldominos2505
    @pilarbaldominos2505 3 года назад

    Great video! Very very useful!

  • @shagunagrawal2003
    @shagunagrawal2003 Год назад

    A lot Helpful!

  • @simeoneliasdavid-0526
    @simeoneliasdavid-0526 Год назад

    I have a scenario where I need to use two date slicers and when I switch between the slicers I only want the selection from the current visible slicer to filter my visual

  • @lucjanooo
    @lucjanooo 3 года назад

    Bookmarks are great, thank you!

  • @pattycakesmuriel
    @pattycakesmuriel 6 месяцев назад

    Could you make a better example on how to use beginning to end? Please? Something with/for matrices.

  • @gopichand5717
    @gopichand5717 3 года назад

    Awesome explanation

  • @mehsanm
    @mehsanm 3 года назад

    Absolute GOLD!

  • @Phoenixspin
    @Phoenixspin 3 года назад

    Adam is not as cool as Patrick (no one is) but he's just as awesome.

  • @soujanyakr6276
    @soujanyakr6276 2 года назад

    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

  • @daveconnors62
    @daveconnors62 3 года назад

    i keep getting the setting for one bookmark overwriting other bookmarks, how do i stop this?