Reset Filters

Resets the report to baseline state: 2023 data, Gender = Male, clustered bar chart visible. Use this as the starting point for any analysis session.

Bookmark: Reset Filters

Status: Active Development Created: 2024 (estimated) Last Updated: 2025-12-24 Author: Alexandru BADIU

Business Purpose

This bookmark serves as a classic reset/home state following UX/UI best practices:

• Provides users with a reliable way to return to a known baseline state
• Resets any ad-hoc filters or selections users may have applied
• Sets the report to the current/most recent year (2023) as the default view
• Follows the principle of “always provide a way back” in user interface design

UX Best Practice: Every interactive report should have a clearly labeled reset mechanism to prevent users from getting “lost” in filter states.

User Scenario

When to use:

• When you’ve applied multiple filters and want to start fresh
• To return to the default/baseline view of the report
• After exploring different bookmarks and wanting to reset to current year data
• When you want to see the most recent data (2023) instead of historical years

Expected behavior:

• Resets Year filter to 2023 (current/baseline year)
• Gender slicer resets to Male (still filtered, not completely cleared)
• All visuals return to their default state
• Provides a consistent starting point for analysis

Technical Overview

Bookmark ID: 77f6391b96f7c17022ed Parent Group: None Page: Page 4cb813ea0b6a5c8296b0

Settings

• Data: Yes - Stores filter states
• Display: Yes - Resets visual states
• Current Page: Yes - Maintains active page state
• Scope: All Specified Visuals - Targets 7 visuals (broader than toggle bookmarks)

Affected Visuals

Visual ID	Display Name	Type	Group	Visibility
a5dbb271c8b93debaa5e	(Bookmark Navigator)	bookmarkNavigator	None	Visible
5e6acabae3ac49fd5c3b	(Unknown Visual)	-	None	Visible
bf11a6fb91dc9f853419	(Gender Slicer)	slicer	None	Visible (filtered)
621534302dec46c4557a	(Age Slicer)	slicer	None	Visible (no filter)
a4a1181b341466474c49	(Scatter Chart)	scatterChart	None	Visible
34f97140074284eaa8de	(Clustered Bar Chart)	clusteredBarChart	None	Visible
ed774ceec96dd040ac19	(Ribbon Chart)	ribbonChart	None	Hidden

Filter States

Report-Level Filters

• Date[Year]: Categorical = 2023 (different from other bookmarks which use 2019)

Visual-Level Filters

Visual 34f97140074284eaa8de (Clustered Bar Chart):

• Customer[Continent]: Categorical filter
• Customer[Country]: Categorical filter
• _Measures[Sales]: Advanced filter ⬅️ Uses _Measures table
• _Measures[Sales PY]: Advanced filter ⬅️ Uses _Measures table
• Order By: Sales[Sales] (Descending)
• Display: Visible

Visual 621534302dec46c4557a (Age Slicer):

• Customer[Age]: Advanced filter
• Slicer Mode: Dropdown
• Filter State: No active filter (reset/cleared)

Visual a4a1181b341466474c49 (Scatter Chart):

• X-Axis: _Measures[Margin]
• Category: Customer[City]
• Customer[City]: Categorical filter
• _Measures[Margin]: Advanced filter
• _Measures[Sales]: Advanced filter

Visual bf11a6fb91dc9f853419 (Gender Slicer):

• Customer[Gender]: Contains “Ma” (filters to Male)
• Slicer Mode: Basic
• Note: Gender is NOT reset - maintains Male filter

Visual ed774ceec96dd040ac19 (Ribbon Chart):

• Customer[Continent]: Categorical filter
• Customer[Country]: Categorical filter
• _Measures[Sales]: Advanced filter
• _Measures[Sales PY]: Advanced filter
• Order By: Continent (Ascending), Country (Ascending)
• Display Mode: Hidden

Behavior Description

When this bookmark is activated:

1. Year is reset to 2023 (the current/baseline year for this report)

2. Clustered Bar Chart becomes the default visible chart:

   • Shows continents sorted by Sales (descending)
   • Uses measures from the _Measures table
   • All continents are displayed without highlighting

3. Ribbon Chart is hidden (establishes Clustered as the default view)

4. Age slicer is cleared - no age filter applied

5. Gender slicer remains at Male - not fully reset, maintains business context filter

6. Scatter chart is visible showing Margin vs Sales by City

7. Bookmark Navigator is visible to allow users to navigate to other bookmarks

8. All seven targeted visuals are brought to a consistent, predictable state

Important Notes

⚠️ Key Behaviors:

• Year 2023 vs 2019: This bookmark uses 2023 as the baseline, while demo bookmarks (Ribon/Clustered/FocusSpecific) use 2019. This suggests 2023 is the “current” year for actual analysis.
• Measure Table Difference: This bookmark references _Measures table instead of Sales table for measures. This may indicate:
  • A refactoring where measures were moved to a dedicated calculation table
  • The baseline/production version uses _Measures while demo bookmarks use legacy Sales table references
  • Potential inconsistency that should be standardized
• Partial Reset: Gender slicer is NOT fully reset - it maintains the Male filter. True “reset” might clear this too.
• Broader Scope: Targets 7 visuals vs 2-3 for other bookmarks, making this a more comprehensive state reset
• Age Slicer Cleared: Unlike Gender, the Age slicer IS reset to no filter
• Default Chart Choice: Establishes Clustered Bar as the default, not Ribbon

Dependencies

Model Measures:

• _Measures[Sales] - Current year sales measure (NOTE: different table than other bookmarks!)
• _Measures[Sales PY] - Prior year sales measure
• _Measures[Margin] - Margin measure for scatter chart

Model Dimensions:

• Date[Year] - Filtered to 2023
• Customer[Continent] - Available for chart categorization
• Customer[Country] - Available for chart categorization
• Customer[Gender] - Filtered to Male
• Customer[Age] - No filter (reset)
• Customer[City] - Used in scatter chart

Other Bookmarks:

• Ribon Chart (3c04be006f1ebff4ddc5) - Can navigate to from this reset state
• Clustered Chart (5977e1c788aabf285a32) - Establishes same default view
• FocusSpecific (a87d1123fc3c1c928935) - Navigation path from reset affects its state-dependent behavior

Visual References:

• Clustered Bar Chart (34f97140074284eaa8de) - Default visible chart
• Ribbon Chart (ed774ceec96dd040ac19) - Hidden in reset state
• Gender Slicer (bf11a6fb91dc9f853419) - Maintains Male filter
• Age Slicer (621534302dec46c4557a) - Cleared/reset
• Scatter Chart (a4a1181b341466474c49) - Visible showing Margin vs Sales
• Bookmark Navigator (a5dbb271c8b93debaa5e) - Visible for navigation
• Unknown Visual (5e6acabae3ac49fd5c3b) - Present but not documented

Maintenance Notes

Performance Considerations:

• Resetting multiple visuals simultaneously may cause brief rendering delay
• Setting to 2023 (more recent data) may involve larger datasets than historical years

Known Limitations:

• Gender slicer is not fully reset - users expecting complete reset may be confused
• The _Measures vs Sales table inconsistency should be reviewed and standardized
• One visual (5e6acabae3ac49fd5c3b) is included but its purpose is unknown

Recommended Review:

1. Measure Table Consistency: Should all bookmarks use _Measures table?
2. Complete Reset: Should Gender slicer also be cleared to truly “reset”?
3. Year Logic: Is 2023 still the correct “current” year, or should this be updated?
4. Unknown Visual: Identify and document visual 5e6acabae3ac49fd5c3b

Testing Notes: When making changes, verify:

1. Year filter correctly applies 2023
2. Clustered bar chart is visible, Ribbon chart is hidden
3. Age slicer shows no selection (dropdown with all ages available)
4. Gender slicer shows Male selection (not reset)
5. Scatter chart displays correctly with Margin vs Sales by City
6. Bookmark navigator is accessible
7. Measure references work correctly (_Measures.Sales, _Measures.Sales PY, _Measures.Margin)
8. Users can navigate to other bookmarks from this reset state
9. No errors appear when activating this bookmark from any other state

UX Best Practice Notes

This bookmark demonstrates several UX best practices:

1. Discoverability: Clear name “Reset Filters” tells users exactly what it does
2. Consistency: Provides reliable return to known state
3. Escape Hatch: Gives users a way out if they’re confused by other bookmark states
4. Default View: Establishes what “normal” looks like (Clustered chart, 2023 data)
5. Breadth: Resets multiple visuals at once for comprehensive reset

Recommendation: Consider adding this bookmark to the bookmark navigator in a prominent position (top or bottom) for easy access.

Change History

• 2025-12-24: Initial documentation created with analysis of UX best practices and measure table inconsistency noted