What are bookmarks?
Bookmarks capture the currently configured view of a report page, including filters, slicers, and the state of visuals. When you select a bookmark, Power BI takes you back to that view. There are two types of bookmarks - those you create yourself and those created by report designers. Any Power BI user can create personal bookmarks. However, the ability to use bookmarks created by others requires a Power BI Pro or Premium license. Which license do I have?
Use bookmarks to share insights and build stories in Power BI
There are many uses for bookmarks. Say you discover an interesting insight and want to preserve it -- create a bookmark so you can return later. Need to leave and want to preserve your current work, create a bookmark. You can even make a bookmark your default view of the report, so each time you return, that view of the report page opens first.
You can also create a collection of bookmarks, arrange them in the order you want, and subsequently step through each bookmark in a presentation to highlight a series of insights that tell a story.
Share your bookmarked report with colleagues who also have read access to the report. The bookmarked view of the report does not override the designer's original report. Sharing with colleagues who don't already have read access requires reshare permissions. If you are unable to share your view of the report, contact the report owner to request reshare permission.
If you have read and reshare permissions, when you share the report you can choose to include your changes.
To open the Bookmarks pane, select Bookmarks > Show more bookmarks from the menu bar.
To return to the original published view of the report, select the reset icon.
If the report designer included report bookmarks, you'll find them under the Report bookmarks heading. This report page has four bookmarks: B1, B2, VanArsdel YTD, and All YTD. All YTD is currently selected.
You will need Power BI Pro or Premium to view shared reports.
Select a bookmark to change to that report view.
If you can view a report, then you can also add personal bookmarks. When you create a bookmark, the following elements are saved with the bookmark:
- The current page
- Slicers, including slicer type (for example, dropdown or list) and slicer state
- Visual selection state (such as cross-highlight filters)
- Sort order
- Drill location
- Visibility (of an object, using the Selection pane)
- The focus or Spotlight modes of any visible object
Configure a report page the way you want it to appear in the bookmark. In this example:
- We've changed the existing Date filter on the Filters pane,
- changed the existing Regions filter on the Filters pane, and
- and selected a data points on the doughnut chart visual to cross-filter and cross-highlight the report canvas.
Once your report page and visuals are arranged how you want them, select Add from the Bookmarks pane to add a bookmark.
Power BI creates a personal bookmark and gives it a generic name or a name you enter. You can rename, delete, or update your bookmark by selecting the ellipses next to the bookmark's name, then selecting an action from the menu that appears.
Once you have a bookmark, display it by selecting the bookmark in the Bookmarks pane.
Bookmarks as a slide show
To present or view bookmarks, in order, select View from the Bookmarks pane to begin a slideshow.
When in View mode, there are a few features to notice:
- The name of the bookmark appears in the bookmark title bar, which appears at the bottom of the canvas.
- The bookmark title bar has arrows that let you move to the next or previous bookmark.
- You can exit View mode by selecting Exit from the Bookmarks pane or by selecting the X found in the bookmark title bar.
When you're in View mode, you can close the Bookmarks pane (by clicking the X on that pane) to provide more space for your presentation. And, while in View mode, all visuals are interactive and available for cross-highlighting, just as they would otherwise be when interacting with them.
Reset all your changes to a report
From the upper-right corner of your report canvas, select Reset to default. This removes all your changes in the report and sets it back to the author's last saved view of the report.
Limitations and considerations
In this release of bookmarks, there are a few limitations and considerations to keep in mind.
- Most Power BI custom visuals should work well with bookmarking. If you run into trouble with bookmarking and a Power BI custom visual, contact the creator of that visual and ask them to add support for bookmarks.
- If you add a visual on a report page after creating a bookmark, the visual will be displayed in its default state. This also means that if you introduce a slicer into a page where you previously created bookmarks, the slicer will behave in its default state.
- Generally, your bookmarks will not be affected if the report designer updates or republishes the report. However, if the designer makes major changes to the report, such as removing fields used by a bookmark, then you will receive an error message the next time you attempt to open that bookmark.
- This feature is supported in the Power BI mobile apps for iOS and Android tablets and in the Power BI Windows app; it is not supported in the Power BI mobile apps for phones. However, any change to a visual you save in a personal bookmark while in the Power BI service is respected in all the Power BI mobile apps.