Question

What’s the best way to persist or synchronize date slicer selections when using bookmarks?
I’m trying to synchronize date slicer selections across different report pages when using bookmarks in Power BI, but the slicer selection resets when switching between bookmarks. I need to understand the best method for keeping slicer settings persistent or synchronized when using bookmarks.

Answer 1

To synchronize date slicer selections across different report pages when using bookmarks in Power BI, the best method is to use the "Sync Slicers" feature. This ensures that slicer selections, including date slicers, remain consistent across all report pages when switching between bookmarks.

Steps to synchronize date slicer selections:

1. Enable Slicer Syncing:

   • Go to the View tab in Power BI Desktop.

   • Click on Sync Slicers. This will open a pane on the right showing all slicers in your report.

2. Sync the Date Slicer Across Pages:

   • In the Sync Slicers pane, find your date slicer.

   • For each page, check both the "Sync" and "Visible" options. The "Sync" option ensures the slicer’s selection is applied across pages, while the "Visible" option determines whether the slicer is displayed on that page.

3. Set Up Bookmarks:

   • Create a bookmark for each page where you want to save the slicer selection.

   • When you create a bookmark, it will capture the state of the slicer along with other visual elements on the page.

4. Configure Bookmarks:

   • After setting the slicers to sync across pages, create your bookmarks and ensure that each bookmark captures the slicer state.

   • To prevent slicer changes from resetting, ensure the "Data" option is checked in the bookmark settings (accessible via the Bookmark pane > ellipsis menu > "Update" or "Properties"). This saves the slicer state in each bookmark.