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Bookmarks for Report Navigation

Create interactive report experiences with bookmarks for filtering, page navigation, and toggle states.

What Are Bookmarks?

Bookmarks capture the current state of a report page, including filters, slicers, visibility of visuals, and more. Users can jump between states instantly.

Creating Bookmarks

  1. Set up your page exactly as you want it captured
  2. Go to View > Bookmarks pane
  3. Click "Add" to create a new bookmark
  4. Right-click to rename and configure options

Bookmark Options

  • Data: Captures current filters and slicers
  • Display: Captures visual visibility states
  • Current page: Links bookmark to specific page
  • All visuals: vs Selected visuals only

Common Use Cases

1. Toggle Between Views

Create "Chart View" and "Table View" bookmarks with different visuals visible:

Bookmark: Chart View
- Show: Column chart, line chart
- Hide: Data table

Bookmark: Table View
- Show: Data table
- Hide: Column chart, line chart

2. Preset Filter States

Save bookmarks for common filter combinations:

  • "Current Quarter Sales"
  • "Top 10 Products"
  • "My Region Only"

3. Drill-Through Alternative

Create bookmarks that simulate drilling into detail views.

Linking Bookmarks to Buttons

  1. Insert a button (Insert > Buttons)
  2. In the Format pane, enable "Action"
  3. Set Type to "Bookmark"
  4. Select your bookmark

Bookmark Navigator

Use Insert > Buttons > Navigator > Bookmark navigator to automatically create buttons for all your bookmarks.

Best Practices

  • Use clear, descriptive bookmark names
  • Group related bookmarks
  • Test bookmarks after making report changes
  • Document which visuals each bookmark affects

Remember: Bookmarks are saved in the report, not per user. Changes affect everyone.