Power BI Bookmarks: Grouping

Bookmarks are a way of storytelling, There are many examples of using Bookmark to show narrative storytelling check Reza Rad blog post on “Bookmarks and Buttons“.
Imagine you created several bookmarks from different pages you have in the Power BI file. however, not all bookmarks are related to the same story.
One related for example to annual sales another talking a tory about potential customers. all bookmarks will be shown in one panel and if you click on the View, you will see all bookmarks, no matter how they are connected! In this blog post, I am going to show you how to group bookmarks, to better tell a story.

Current Report

I have two pages report based on the financial dataset ( sample dataset in Power BI). One page presents the Gross sales of a product and the other shows Unit Sold to the customer. Below Picture

I want to tell a story about gross sales and unite sales for different audiences. To this aim, I created some bookmarks to show in my presentations ( Below screenshots).

If I follow the normal way of showing Bookmark, click on the View in Bookmarks tab you will see all six bookmarks will be shown to the user, which I want to show only three bookmarks to one Marketing team and the UnitSold to Production teams

I am going to create a Grouping in Bookmarks Panel as below: make sure you are not in view mode, then, select one of the bookmarks you created, then click on the three dots, group.

Now you have a group 1, you rename it and add other bookmarks to it.

To rename it just double click on group 1, and change the name to “Gross Sales Group”, then select other gross sales bookmarks and drag them under the Gross Sales Group, Make sure first expand the Group then drag them there. Do the same for Unit Sold. the final view should be as below screenshot.

Now Lets View

Click on one of the Gross Sales Group, then click on the view.

As you can see only three bookmarks are available to view, from 6 available bookmarks

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Leila Etaati
Trainer, Consultant, Mentor
Leila is the first Microsoft AI MVP in New Zealand and Australia, She has Ph.D. in Information System from the University Of Auckland. She is the Co-director and data scientist in RADACAD Company with more than 100 clients in around the world. She is the co-organizer of Microsoft Business Intelligence and Power BI Use group (meetup) in Auckland with more than 1200 members, She is the co-organizer of three main conferences in Auckland: SQL Saturday Auckland (2015 till now) with more than 400 registrations, Difinity (2017 till now) with more than 200 registrations and Global AI Bootcamp 2018. She is a Data Scientist, BI Consultant, Trainer, and Speaker. She is a well-known International Speakers to many conferences such as Microsoft ignite, SQL pass, Data Platform Summit, SQL Saturday, Power BI world Tour and so forth in Europe, USA, Asia, Australia, and New Zealand. She has over ten years’ experience working with databases and software systems. She was involved in many large-scale projects for big-sized companies. She also AI and Data Platform Microsoft MVP. Leila is an active Technical Microsoft AI blogger for RADACAD.

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