Power BI

Bookmarks

Also called: Power BI bookmark, Bookmark navigator, Personal bookmarks

A bookmark in Power BI saves the current state of a report page, including filters, slicers, sort order and which visuals are visible, so you can return to it with one click or a button.

A report page with the Region slicer set to EMEA, a Chart and Table toggle on Chart, and EMEA revenue by month for Q3 (July $0.26M, August $0.28M, September $0.30M). A Bookmarks pane beside it lists Default view, EMEA · Chart (selected), EMEA · Table and Reset filters, and shows the bookmark saves data, display and current page.

How it works

A bookmark is a snapshot of a page. Set it up the way you want it, open View > Bookmarks, and click Add. Later, selecting the bookmark puts the page back exactly as it was.

In the example, the page has a Region slicer set to EMEA and the chart showing (the table is hidden). The EMEA · Chart bookmark saves three things:

  • Data: the Region = EMEA slicer, any filters and the sort order.
  • Display: which visuals are visible. Visibility comes from the Selection pane, where you can hide or show each visual.
  • Current page: so a bookmark can also take readers to another page.

On its own, a bookmark is just a saved view. It gets useful when you attach it to a button.

Common uses

Three common uses of bookmarks, most common first. 1, a Chart and Table toggle switches between EMEA revenue as columns and as rows (July $0.26M, August $0.28M, September $0.30M). 2, a Reset filters button sets Region EMEA and Product Bikes back to All. 3, three bookmarks used as slides, Q3 overview, EMEA up 8% and Next steps, on slide 2 of 3

  1. Swapping visuals. Two bookmarks, one with the chart visible and one with the table, sit behind a Chart / Table toggle. Readers get two views in the space of one, without a second page.
  2. Resetting filters. A bookmark of the page with no filters, behind a Reset filters button, gives readers a way back after they’ve clicked around. Turn on only Data for this one so it doesn’t change what’s visible.
  3. Guided walk-throughs. A sequence of bookmarks, each with its own filters and visible visuals, can be played as slides from the Bookmarks pane. It’s a simple way to present a report in a meeting without leaving Power BI.

Bookmarks can also show and hide a panel of slicers, which keeps filters out of the way until a reader asks for them.

Bookmarks vs. other ways to move around

NeedUse
Same page, different saved stateBookmark
Another page, filtered to one itemDrillthrough
Quick detail without leaving the pageTooltip page
Plain page-to-page navigationPage navigator button

Best practices

  • Name bookmarks for what they show. “EMEA · Table” beats “Bookmark 7” once a report has twenty of them.
  • Untick what a bookmark shouldn’t change. A toggle that also resets the reader’s slicers is a common annoyance. Turn off Data for show/hide bookmarks.
  • Use Selected visuals for toggles. Applying a bookmark to only the visuals it controls stops it from overriding the rest of the page.
  • Re-check after edits. Bookmarks remember visuals as they were. After moving or adding visuals, click through every bookmark and update any that broke.

Mocking up bookmarks

Toggles, reset buttons and hidden filter panels are design decisions, and they’re far cheaper to agree on as two or three mockup states than to rebuild in Power BI. See why to mock up Power BI reports before you build.

See it in a real layout

These free Mockko templates use it. Open one and edit it in your browser.

Related terms

Common questions

What does a Power BI bookmark save?
By default it saves the page you're on, the data state (filters, slicer selections, sort order and drill location) and the display state (which visuals are visible, plus spotlight and focus mode). You can turn off Data, Display or Current page per bookmark, and apply it to all visuals or only selected ones.
How do I make a button go to a bookmark?
Insert a button, turn on Action in its format settings, set Type to Bookmark and choose the bookmark. For a row of buttons that switch between bookmarks, use Insert > Buttons > Navigator > Bookmark navigator.
Can report viewers create their own bookmarks?
Yes. In the Power BI service, viewers can save personal bookmarks of their own filter and slicer choices. Report bookmarks that everyone sees are added by whoever edits the report.

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