Power BI Bookmarks

What are Bookmarks in Power BI?

Bookmarks are commonly used a feature in most of the applications such as any browser like to go to the previous configured or saved the page, similar in power bi we use bookmarks to go to the previous configured of any data page or report page and it will be in the same way including the filters and visuals.

Bookmark is the term generally used with the web URL link to go back to the bookmarked link straight away. A similar concept of Bookmark is integrated with Power BI as well; however, not to go to any URL link but to capture the current view of the visualization, and once you click on the created bookmarked icon, you can go back to the captured screen or visualization.

Don’t think that bookmark is a screenshot kind of a feature, but it is an advanced interactive tool available in Power BI to play with the data insights.

This kind of interactivity with the data is possible combined with “Bookmarks, Selection Pane, and Buttons.”

Power-BI-Bookmarks

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For eg:
Source: Power BI Bookmarks (wallstreetmojo.com)

How to Create Bookmarks in Power BI?

Now we will show you in simple what a bookmark is. For example, we have this below column chart for “city-wise” sales values.

Note: Import Data from Excel to Power BI and create a chartCreate A ChartIn Excel, a graph or chart lets us visualize information we've gathered from our data. It allows us to visualize data in easy-to-understand pictorial ways. The following components are required to create charts or graphs in Excel: 1 - Numerical Data, 2 - Data Headings, and 3 - Data in Proper Order.read more.

Power BI Bookmarks - Create Column Chart

Copy and paste the data directly to Power BI, or you can copy the data to an excel file and then import it to Power BI as an Excel file reference. So you can download the excel workbook template from the below link.

You can download this Power BI Bookmarks Excel Template here – Power BI Bookmarks Excel Template

As a reader, I don’t want to see this chart; instead, I want to view a line chart, and someone wants to view a horizontal bar chart.Heree we have three requirements; instead of showing all the three charts, we will create a bookmark for each chart, which will assign a bookmark to toggle between charts as per theusers’ selections.

Follow the below steps to create bookmarks in Power BI.

  1. Copy and paste the already created column chart on top of the same chart and change the chart type to “Bar Chart.”

    Power BI Bookmarks - Create Bar Chart

  2. Copy one more and paste on the existing chart itself and change the chart type to “Line ChartLine ChartLine Graphs/Charts in Excels are visuals to track trends or show changes over a given period & they are pretty helpful for forecasting data. They may include 1 line for a single data set or multiple lines to compare different data sets. read more.”

    Power BI Bookmarks - Create Line Chart
    Now we have three charts on top of each together.

  3. Go to the “View” tab and check the box “Selection Pane” to view “Selection Pane” to the right.

    Power BI Bookmarks - Selection Pane

  4. Now, from “Selection Pane,” we can hide and unhide the charts we have created. Click on the “eye” icon in the “Selection Pane” to hide or unhide. I have hidden two “eye” icons, and now, in the report view, we can see only one chart, i.e., “Column Chart.”

    Power BI Bookmarks - Selection Pane (Hide, Unhide)

  5. I have downloaded the following three types of chart visuals from the internet. And we need to insert these images into Power BI.

    Power BI Bookmarks - Chart Icon

  6. Go to the HOME tab; click on “Image.” This will ask you to choose the image from the saved location, so choose your folder. It will insert one image simultaneously, so repeat the above step and insert all three images.

    Power BI Bookmarks - Image Option

  7. Now go to the “View” tab and check the box “Bookmarks Pane.”

    Power BI Bookmarks - Bookmarks Pane

  8. You can see the “Bookmarks Pane” to the right side, just like the “Selection Pane.”

    Power BI Bookmarks - Bookmarks Pane1

  9. From “Bookmarks Pane,” click on “Add.” This will insert the bookmark as “Bookmark1” double click on this and change the name to “Column Chart.”

    Power BI Bookmarks - Add Bookmark

  10. Now select the “Column ChartColumn ChartColumn chart is used to represent data in vertical columns. The height of the column represents the value for the specific data series in a chart, the column chart represents the comparison in the form of column from left to right.read more” it will open up the “Format Image” option to the right side. Under the Format Image option, turn on the “Action” option, click on the down arrow to see further options under this. From the “Type” drop-down list, choose “Bookmark” it will open up one more “Bookmark” option from that choose the already named bookmark.

    Power BI Bookmarks - Format Column Chart Image

Like this, repeat the same for “Bar and Line Chart” as well. Now all our power bi bookmarks are done.

As of now, we see “Line Chart” to see “Column Chart,” hold the Ctrl key and click on the “Column Chart” image; it will take you to the “Column Chart” view.

Ctrl + Click on Image

Like this, we can create bookmarks to capture the moments and toggle back to those steps with just a click of the button.

Note: Power BI dashboard file can also be downloaded from the link below, and the final output can be viewed.

You can download this Power BI Bookmarks Template here – Power BI Bookmarks Template

Things to Remember

  • Bookmarks work with the other two options i.e., “Selection Pane” and “Button.”
  • Once you bookmark the screen, it will take you back to the original page even though that view no longer exists.
  • We need to insert buttons or images from outside folders to assign the bookmarks.

This has been a guide to Power BI Bookmarks. Here we discuss how to create bookmarks in Power BI to go back to the captured screen or visualization with an example. You can learn more from the following articles –

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