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I am facing some difficulties in navigation and accessibility challenges within the PowerBI reports.

Problem:

  1. Users have to go through multiple repetitive steps (e.g., selecting year, centre, team) every time they access the report.
  2. There’s no option to save or auto-load user-specific configurations or user-specific default filters.

Is there a recommended approach in Power BI to:

  1. Save or default a user’s filter configuration for recurring access?
  2. Minimize the number of clicks to reach specific reports?

Thanks in advance!

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  • Dashboards? Or reports? Some people say dashboard when they talk about reports. In Power BI, these are two different things and work differently. Please specify. Commented May 26 at 22:12

1 Answer 1

Reset to default
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There are a couple of options/features available.

  1. Persistent filters (should be enabled by default)
    See Change settings for Power BI reports and if you are embedding then see Enable persistent filters.

  2. Personal bookmarks - end users can set the filters/slicers (and personalized visuals) to their liking and then save it as a Personal Bookmark.
    See Use personal bookmarks to save insights and build stories in Power BI - and if you are embedding then also see Use the action bar to enhance user experience

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