5. Creating Bookmarks Flashcards
What are Bookmarks in Power BI?
Captures the current state of a report (visuals, filters, slicers, etc.)
Bookmarks are essentially snapshots of a report at specific moments, allowing users to easily return to saved views.
How do you create a Bookmark in Power BI?
Go to ‘View’ tab -> ‘Bookmarks’ pane, then click ‘Add’ to save the current report state.
It’s important to rename bookmarks for clarity using the three dots (…) menu.
What is the purpose of renaming bookmarks?
To provide clarity about the content or state of the bookmark.
For example, naming a bookmark ‘Sales of Categories’ makes its purpose clear.
What are some uses of Bookmarks?
- Switching between different report states
- Sharing specific views with different audiences
- Returning to a specific view after making changes
- Presenting different perspectives of the data
Examples include comparing ‘Sales during 2023’ vs. ‘Sales during 2022’.
What do Bookmarks capture?
- Active filters and slicers
- Cross-highlighted visuals
- Drill-down locations
This means that all the current settings and navigation states are saved.
How can you manage Bookmarks in Power BI?
Organize by dragging and dropping in the desired order.
This helps in maintaining a logical structure for easier navigation.
What are Bookmark Groups?
Groups of bookmarks for better organization and navigation.
They allow users to categorize bookmarks for easier access.
What is the Selection Pane in relation to Bookmarks?
Controls the visibility of report elements within bookmarks.
This feature allows for a more tailored report view when using bookmarks.
How can Buttons be utilized with Bookmarks?
Link bookmarks to buttons for interactive navigation within the report.
This enhances user interaction with the report.
Can Bookmarks capture custom tooltips?
Yes, bookmarks can capture custom tooltips.
This adds another layer of detail to saved report states.
What performance consideration should be noted regarding Bookmarks?
A large number of bookmarks can impact report performance.
It’s advisable to manage the number of bookmarks to maintain optimal functionality.
How do Bookmarks enhance accessibility?
By providing customized views for different needs.
This ensures that diverse user requirements are met through tailored report states.
What role do Bookmarks play in presentations?
They are helpful for creating interactive presentations with Power BI reports.
This feature allows for a dynamic presentation experience.
True or False: Proper naming and organization of bookmarks are crucial for effective use.
True
This ensures users can easily understand and locate bookmarks when needed.
Fill in the blank: Bookmarks are a ______ tool for efficient report management in Power BI.
powerful
They significantly enhance user experience by providing easy access to specific views and data snapshots.
