Bookmarks
A bookmark saves the current state of a page — filters, slicer values, sort order, drill level, and which visuals are visible.
View → Bookmarks → Add. What gets captured is configurable per bookmark via its ... menu:
- Data — filters and slicers
- Display — visibility and spotlight
- Current page — whether it navigates
- Selected visuals — apply to only some visuals rather than the whole page
That last option is what makes bookmarks precise rather than blunt.
The selection pane
View → Selection lists every object on the page, with visibility toggles and grouping.
Combined with bookmarks, this is how you build a chart switcher: place a bar chart and a line chart in the same position, hide one, save a bookmark for each state, and wire buttons to them. The user appears to toggle chart type; you are swapping visibility.
Group related objects in the pane so a bookmark can show or hide a whole panel at once.
Buttons and navigation
Insert → Buttons, then set the action type:
| Action | Does |
|---|---|
| Bookmark | Applies a saved state |
| Page navigation | Goes to a page |
| Back | Returns to the previous page |
| Drill through | Navigates with context |
| Clear all slicers | Resets the page |
The Navigator button type builds a page menu automatically and updates when you add a page — better than wiring each button by hand.
Common patterns
- 1Chart switcher — same position, visibility toggled by bookmark
- 2Slide-out filter panel — a hidden panel shown by a button
- 3Reset button — Clear all slicers, so users can start over
- 4Guided tour — a sequence of bookmarks stepped through in order
A caution
Bookmarks capture state at the moment you save them. Change a visual later and the bookmark may not reflect it, which is a common source of a report behaving oddly after edits.
Update the bookmark after changing anything it captures.