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Bookmarks - Add toggle for filters

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on 31 Mar 2018 02:57:11

Just like there is a toggle to include/exclude visuals, we need the ability to toggle individual filters (page, report, and visual).

This would allow us to change some filters through bookmarks but not all. Example: Change date range filter (Total, YTD, CM) but not change a user selected filter (company/project). Then, users could quickly switch between defined date ranges without changing other filters.

Comments (5)
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Florent ROUSSEAU on 16 May 2024 14:40:13

RE: Bookmarks - Add toggle for filters

I would like a toggle on each individual visual filter, so that before selecting visuals to capture their data state in a bookmark, I could set which individual filters to capture. This way, when activating the bookmark, only the filters selected when creating/updating the bookmark would change. If I have two sets of buttons impacting a same visual (e.g. "(A) new contrats / (B) existing contracts" on one hand, and "(1) won / (2) lost / (3) in progress" on the other hand), today I have to create a bookmark for every possible combination (6 in my example : A1, A2, A3, B1, B2, B3) ; with bookmarks impacting only selected filters, I could reduce that number (5 in my example : A, B, 1, 2, 3).

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John Bruck on 12 Dec 2023 15:25:02

RE: Bookmarks - Add toggle for filters

This wouldn't have to provide the ability to select individual filters, as that could be a very lengthy list. I could just provide the ability to select or deselect each of the 3 categories of filters; visual, page and all pages.

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Mary Aho on 15 Nov 2023 22:34:48

RE: Bookmarks - Add toggle for filters

Absolutely this is needed. As a general rule, one should be able to create any combination of filters/slicers/parameters with bookmarks without an all or none decision.

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Software Administrator on 10 Jun 2022 03:52:00

RE: Bookmarks - Add toggle for filters

This would be really useful to use filters in the Filter pane instead of adding an additional Slicer (which need not be added to an already packed Report Page)

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Martyn Ramsden on 23 Apr 2021 08:46:36

RE: Bookmarks - Add toggle for filters

This would be really beneficial.
I have a requirement to make selection changes to the visual, page and report level filters in the Filter Pane without affecting the current selection of any slicers on the report page.
Currently, the only way to make selection changes in the Filter Pane when using Bookmarks is to use the 'All visuals' option but this captures the slicer selection at the point the Bookmark was created or updated. Not ideal for my scenario.