Bookmarks for filter states in Power BI - Dashboard Guide

Dashboard Mode - Bookmarks for filter states

Dashboard Goal

This dashboard helps users quickly switch between different filter views using bookmarks. For example, you can save a filter state showing sales only for the East region or only for the year 2023, then jump back to those views instantly.

Sample Data

Order ID	Region	Year	Product	Sales
1001	East	2023	Widget A	150
1002	West	2023	Widget B	200
1003	East	2022	Widget A	120
1004	North	2023	Widget C	300
1005	South	2022	Widget B	180
1006	West	2022	Widget C	220
1007	East	2023	Widget B	170

Dashboard Components

• KPI Card: Total Sales
  Formula: Total Sales = SUM(Sales[Sales])
  Shows the sum of all sales in the current filter context.
• Bar Chart: Sales by Region
  Shows total sales for each region.
  Axis: Region
  Values: Total Sales measure
• Table: Detailed Sales
  Shows Order ID, Region, Year, Product, and Sales columns.
  Updates with filters.
• Filter Pane
  Contains slicers for Region and Year.
  Users can select filters to change the data shown.
• Bookmarks
  Bookmark 1: "East Region 2023" - saves filter state with Region=East and Year=2023.
  Bookmark 2: "West Region 2022" - saves filter state with Region=West and Year=2022.
  Bookmark 3: "All Data" - clears filters to show all data.

Dashboard Layout

+----------------------+----------------------+
|      KPI Card        |      Bookmarks       |
|   Total Sales        |  [East 2023] [West 22] |
|                      |  [All Data]          |
+----------------------+----------------------+
|      Bar Chart: Sales by Region           |
|                                          |
+------------------------------------------+
|           Table: Detailed Sales           |
|                                          |
+------------------------------------------+

Interactivity

The slicers for Region and Year let users filter the data shown in the KPI card, bar chart, and table. When a user clicks a bookmark button, Power BI applies the saved filter state instantly, updating all visuals to that state. For example, clicking the "East Region 2023" bookmark sets Region filter to East and Year filter to 2023, so all visuals show data only for that selection.

Self Check

If you click the bookmark "West Region 2022", which rows from the table will be visible? What will the Total Sales KPI show?

Key Result

A Power BI dashboard demonstrating bookmarks to save and switch between filter states for Region and Year, updating all visuals accordingly.