Step 1: Create Bookmarks:
Open your Power BI report in Power BI Desktop.
Go to the "View" tab in the top menu and click on "Bookmarks pane" to show the bookmarks pane on the right-hand side.
Step 2: Create Initial Visuals:
Design your report page with the initial visuals you want to capture in a bookmark.
Ensure that all the visuals and filters are set up as you desire for the first bookmark.
Step 3: Add a Bookmark:
With the report page in the desired initial state, click on "Add" in the Bookmarks pane. A new bookmark will be created, capturing the current state of visuals and filters.
Step 4: Update Visuals:
Make the desired changes to your visuals on the report page. For example, you can resize or reposition visuals, change their colors, or update chart types.
You can also add or remove visuals to create a different visual arrangement.
Step 5: Update Existing Bookmark:
Once you have made the changes, select the bookmark you want to update from the Bookmarks pane.
Go back to the report page, and your visuals will be reverted to the state they were in when the bookmark was created.
Now, apply the changes you made to the visuals.
Step 6: Update the Bookmark:
With the visuals updated, click on "Update" in the Bookmarks pane to capture the changes in the selected bookmark.
Step 7: Use Bookmarks for Interactivity:
Now that you have multiple bookmarks with different visual settings, you can use them to switch between different views of your report.
In the Bookmarks pane, click on a bookmark to apply the settings to the report page.
Step 8: Additional Options:
You can also use bookmarks to control the visibility of objects. For example, you can show or hide certain visuals, images, or text boxes in specific bookmarks.
To do this, select the visual you want to control, go to the "Format" tab in the Visualizations pane, and use the "Bookmark" dropdown to specify its visibility for each bookmark.
