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Home > Blog > Power BI

How to Create a Bookmark in Power BI: A Visual Guide

Are you tired of scrolling through endless reports in Power BI? Do you often find yourself lost in a sea of data, desperately searching for that one crucial insight?

Bookmark in Power BI

Fear not – I have a solution that will revolutionize your Power BI experience.

Introducing bookmarks.

Yes, bookmarks, those little bookmarks that you use in your favorite novel to mark your favorite pages. But in Power BI, bookmarks are so much more than that. They are your secret weapon in the battle against data overload.

With the strategic use of a bookmark in Power BI, you can transform your data exploration into a seamless and organized journey, ensuring you never miss a valuable insight again.

With bookmarks, you can bookmark specific views, filters, and interactions in your report. This lets you easily navigate your data and find what you need with just a click. It’s like having an assistant who knows what you’re looking for and presents it on a silver platter.

That’s not all – bookmarks also give you the power to control the interactivity of your report.

Want to restrict certain visuals from being clicked?

Bookmark it.

Want to hide sensitive information?

Bookmark it.

The possibilities are endless, my friend.

Table of Contents:

  1. What is a Bookmark in Power BI?
  2. How to Create Bookmarks in Power BI?
  3. How to Use Bookmarks in Power BI to Super Charge Your Data Analysis?
  4. How to Craft a Dashboard?
  5. What are the Benefits of Using Bookmarks in Power BI?
  6. Wrap Up

What is a Bookmark in Power BI?

Bookmark in Power BI is a feature that allows you to capture and save specific views of a report. It captures the layout, visuals, and filters, allowing you to revisit specific views easily. Thus, they act as a GPS pin for your insights.

You can create multiple bookmarks to preserve different perspectives within the report and easily navigate between them. This enhances the interactivity and presentation capabilities, especially when using the Power BI connector, enabling a more dynamic and personalized user experience.

How to Create Bookmarks in Power BI?

Bookmarking in Power BI is your ticket to a more organized and dynamic reporting experience. Here’s a step-by-step guide to bookmark brilliance:

  1. Open your Power BI report: Launch Power BI and open the report where you want to add bookmarks.
  2. Navigate to the view tab: Head to the “View” tab in the ribbon at the top of the Power BI window.
  3. Open the bookmarks pane: Click the “Bookmarks” icon in the “View” tab to reveal the bookmarks pane on the right side of your screen.
  4. Create a new bookmark: Position your report to the desired view. Then, click “Add” in the bookmarks pane to create a new bookmark. This captures the current state of your report.
  5. Customize bookmark options: Right-click on the newly created bookmark in the pane to access options like renaming or deleting. You can also adjust the display name and other settings.
  6. Link a bookmark to an object (optional): You can link a bookmark to a specific object on your report for targeted navigation. Right-click the bookmark, select “Link to”, and choose the desired object.
  7. Create additional bookmarks: Repeat the process to add more bookmarks for different views or stages of your report.
  8. Organize bookmarks (optional): To keep things neat, you can organize bookmarks into groups. Right-click in the bookmarks pane and choose “New Group”.
  9. Test bookmarks: Click on your bookmarks to ensure they navigate to the intended views. This is your chance to fine-tune and adjust as needed.
  10. Save and publish: Once satisfied with your bookmark masterpiece, save your report. And if applicable, publish it to your Power BI service for others to marvel at your navigational wizardry.

How to Use Bookmarks in Power BI to Super Charge Your Data Analysis?

Here’s a breakdown of how bookmarks can elevate your data game:

  1. Navigating large datasets: Tame the data wilderness. Use bookmarks to create specific views, making navigating vast datasets easy without getting lost.
  2. Comparing different views: Flip between different report views with ease. Bookmarks act as snapshots, enabling you to compare various visualizations and analyze data from multiple perspectives.
  3. Saving filter configurations: Don’t redo, just bookmark. Save filter configurations for different scenarios, ensuring a quick switch between tailored analyses.
  4. Documenting analysis steps: Capture your analytical journey. Document each step by creating bookmarks to provide a comprehensive roadmap of your insights.
  5. Creating a storyboard: Craft a compelling narrative. Sequential bookmarks act like storyboard frames, allowing you to tell a story with a beginning, middle, and end.
  6. Testing what-if scenarios: Explore hypothetical scenarios without losing track of your starting point. Create bookmarks to save different stages of your “what-if” analyses for easy comparison.
  7. Setting up dashboard navigation: Design a seamless dashboard experience. Link bookmarks to buttons or images, turning your report into an interactive user journey.
  8. Version control: Keep track of changes. Use bookmarks as a form of version control, preserving different iterations of your report for future reference.
  9. Sharing insights: Share the aha moments. When sharing your report and dashboard, bookmarks ensure that others experience the insights exactly as you intended.

How to Craft a Dashboard?

Follow these steps to create a dashboard in Power BI.

Stage 1: Logging in to Power BI

  1. Log in to Power BI.
  2. Enter your email address and click the “Submit” button.
Enter email to login to Power BI
  • You are redirected to your Microsoft account.
  • Enter your password and click “Sign in“.
Enter Password to login to Power BI
  • You can choose whether to stay signed in.
Click on stay signed in
  • Once done, the Power BI home screen will open.

Stage 2: Creating a Data Set and Selecting the Data Set to Use in the Dashboard

  • Go to the left-side menu and click the “Create” button.
  • Select “Paste or manually enter data“.
select Paste or manually enter data in Power BI ce487
  • We’ll use the following data for this example.
Quarters Vendors Market Share
Q1 Samsung 27.69
Q1 Apple 28.45
Q1 Xiaomi 11.8
Q1 Huawei 6.53
Q1 Oppo 5.3
Q1 Vivo 4.19
Q2 Samsung 28.14
Q2 Apple 27.58
Q2 Xiaomi 12.62
Q2 Huawei 6.17
Q2 Oppo 5.5
Q2 Vivo 4.21
Q3 Samsung 28.45
Q3 Apple 27.71
Q3 Xiaomi 12.9
Q3 Huawei 6
Q3 Oppo 5.29
Q3 Vivo 4.17
Q4 Samsung 27.97
Q4 Apple 27.62
Q4 Xiaomi 12.68
Q4 Huawei 5.17
Q4 Oppo 6.07
Q4 Vivo 4.66
  • Paste the above data table in the Power Query Window.
  • Select the “Create a dataset only” option.
Create Dataset in Power BI ce487
  • On the left-side menu, click “Data Hub“.
  • Power BI populates the data set list. (If you have not created a data set, refer to the Error! Reference source not found section).
Click on Data Hub ce487
  • Click on the “Create a report” option.
Create Report and start from scratch ce487
  • A Report Canvas screen appears as below:
  • You can click on Market Share Analysis:
Report Canvas screen in Power BI ce487
  • Click the “Expand All” option:
Click The Expand Option ce487
  • After clicking the “Expand All”, you can see your chart metrics:
See Chart Metrics ce487
  • Click the “Get more visuals” button.
get more visuals in Power BI ce487
  • Search for ChartExpo and select Comparison Bar Chart:
Comparison Bar CHart for Power BI by ChartExpo ce487
  • Click the “Add” button.
Click to Add The Chart ce487
  • The Comparison Bar Chart will appear in the visuals list:
Comparison Bar Chart will appear ce487
  • Now you can expand your chart space:
Click to Expand The Chart Spaces ce487
  • Select the metrics of your data:
Select The Chart Metrics ce487
  • Click the second icon of Format Visual and click on Visual:
Click the Second Icon ce487
  • Click on “License Settings” and add the license key.
License Settings ce487
  • Click the General tab to add the header text.
  • Add the header text in the Title.
Add Tittle on Chart ce487
  • The final Comparison Bar Chart in Power BI will appear as below.
Final Bookmark in Power BI

Insights

  • Sustained Leadership: Samsung consistently dominates the market share, maintaining a strong position in every quarter.
  • Stable Competitors: Apple’s market share remains steady, reflecting a resilient and stable presence amidst market dynamics.
  • Xiaomi’s Progressive Growth: Xiaomi exhibits a continuous increase in market share over the quarters, indicating a positive growth trajectory.
  • Varied Performances: Huawei and Oppo show fluctuations in market share, suggesting potential challenges or opportunities influencing their quarterly performances.

Boost Data Clarity in Charts by Leveraging Bookmarks in Power BI:

  1. Open your Power BI Desktop or Web.
  2. From the Power BI Visualizations pane, expand three dots at the bottom and select “Get more visuals”.
  3. Search for “Comparison Bar Chart by ChartExpo” on the AppSource.
  4. Add the custom visual.
  5. Select your data and configure the chart settings to create the chart.
  6. Customize your chart properties to add header, axis, legends, and other required information.
  7. Share the chart with your audience.

The following video will help you create a Comparison Bar Chart in Microsoft Power BI.

 

What are the Benefits of Using Bookmarks in Power BI?

From saving time to making your reports organized, the benefits of Power BI bookmarks are endless;

  • Interactive Presentations

Bookmarks elevate Power BI reports from mere data displays to engaging, interactive presentations. Creating bookmarks at key junctures allows you to switch between views dynamically during a presentation. Consequently, this fosters audience engagement and ensures the narrative aligns with audience interest.

  • Customized Views

Bookmarks cater to diverse user needs. Teams with different focuses or stakeholders with distinct interests can have personalized snapshots. Thus, each viewer interacts with the data from a perspective most relevant to them. This customization enhances user engagement and understanding.

  • Guided Data Exploration

Bookmarks serve as a GPS for data exploration, guiding users through a structured journey across complex Datasets. Predefining specific views and analyses empowers your viewers to navigate the data landscape efficiently. This empowers them to unlock insights without feeling overwhelmed by the sheer volume of information.

  • Improved Report Navigation

Navigating through extensive reports can take time and effort. However, bookmarks act as efficient waypoints, allowing you to jump to predefined views effortlessly. This streamlines the user experience and ensures the audience focuses on the most critical aspects of the report.

  • Consistent User Experience

Maintaining a consistent user experience is crucial for effective communication. Bookmarks provide a solution by standardizing the views. This ensures that all users receive a coherent and uniform data presentation regardless of their roles or requirements.

  • Dashboard Personalization

Bookmarks empower you to personalize dashboards according to your preferences. Whether arranging charts, selecting filters, or highlighting specific metrics, you can create a dashboard tailored to your needs. Consequently, this fosters a sense of ownership and usability.

  • Efficient Report Design

In the design phase, bookmarks allow you to focus on crafting impactful visualizations. Strategically placing bookmarks helps to ensure that users follow a logical flow. This makes the report visually appealing and intuitively navigable.

  • Increased Report Interactivity

Associating bookmarks with interactive elements enhances user engagement. Clickable visuals, charts, or elements trigger specific bookmarks, enabling you to delve deeper into relevant insights with minimal effort. This fosters a more interactive user experience.

  • Data Storytelling

Bookmarks become storytelling tools, enabling you to structure a narrative within the data. Sequential bookmarks guide the audience through a coherent story. As a result, this helps them understand the context, challenges, and resolutions embedded in the data.

  • Time-Saving

For both creators and users, bookmarks are a time-saving feature. Creators save time by eliminating the need for users to navigate through layers of data manually. Users, in turn, save time accessing pertinent information directly, improving overall efficiency in data analysis and decision-making.

FAQs

What is a bookmark in Power BI?

In Power BI, a bookmark is similar to a digital bookmark in a book, but for your report. It captures the current state, including filters and visuals. This allows you to effortlessly revisit and share specific views or stages of your data analysis.

What is the difference between bookmark and page navigation in Power BI?

While both involve navigation in Power BI, bookmarks are versatile snapshots of report states, capturing filters and visuals. Page navigation involves moving between report pages, providing a broader organizational structure for your data insights.

How do I use bookmarks and slicers in Power BI?

Use bookmarks in Power BI to create snapshots of specific report states, capturing filters and visuals. Then, combine them with slicers’ interactive filter controls to enhance user experience with dynamic data exploration and analysis.

Wrap Up

The benefits of using bookmarks in Power BI are simply bookmarkable. These dynamic tools elevate user engagement by providing a personalized, interactive experience.

The dynamic nature of bookmarks enhances storytelling by documenting each analysis step, creating an engaging narrative. By saving filter configurations, bookmarks bring efficiency to repetitive tasks, acting like personalized data lenses.

Moreover, the capability to test what-if scenarios is a significant asset. Bookmarks provide a risk-free environment for exploring hypothetical situations. The integration with slicers further augments the interactive experience, allowing users to control and filter data dynamically.

As a version control tool, bookmarks ensure that your analysis remains organized and traceable. This feature prevents mishaps and facilitates easy comparison between different iterations of your report.

In essence, bookmarks in Power BI transcend mere navigation tools. They become the storytellers, guiding users through a curated journey of data insights. The data analysis journey becomes not just comprehensive but also captivating, turning raw information into a visual narrative.

Level up your data game: Bookmark now, thank yourself later’ the Power BI way.

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