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Bookmark: Ribon Chart

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

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Business Purpose

This bookmark serves as a demonstration and training example to showcase Power BI’s bookmark functionality, specifically:
  • How to toggle between different visualization types (Ribbon Chart vs Clustered Bar Chart)
  • How bookmarks maintain consistent filter states across visual changes
  • How to create interactive report experiences for end users
Educational Value: Illustrates the toggle pattern between complementary visualizations while maintaining data integrity.

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User Scenario

When to use:
  • During Power BI training sessions to demonstrate bookmark toggle functionality
  • To show how the same data can be visualized in different ways
  • When users prefer the Ribbon Chart’s ranking flow visualization over bar charts
Expected behavior: Activating this bookmark displays the Ribbon Chart view while hiding the Clustered Bar Chart, maintaining Year=2019 and Gender=Male filters.

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Technical Overview

Bookmark ID: 3c04be006f1ebff4ddc5 Parent Group: None Page: Page 4cb813ea0b6a5c8296b0

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Settings

  • Data: Yes - Stores filter states (Year=2019, Gender contains “Ma”)
  • Display: Yes - Controls visual visibility (shows Ribbon, hides Clustered Bar)
  • Current Page: Yes - Maintains active page state
  • Scope: Selected Visuals - Targets 2 specific visuals

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Affected Visuals

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Filter States

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Report-Level Filters

  • Date[Year]: Categorical = 2019

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Visual-Level Filters

Visual ed774ceec96dd040ac19 (Ribbon Chart):
  • Customer[Continent]: Categorical filter
  • Customer[Country]: Categorical filter
  • Sales[Sales]: Advanced filter
  • Sales[Sales PY]: Advanced filter
  • Order By: Continent (Ascending), Country (Ascending)
Visual 34f97140074284eaa8de (Clustered Bar Chart):
  • Customer[Continent]: Categorical filter
  • Customer[Country]: Categorical filter
  • Sales[Sales]: Advanced filter
  • Sales[Sales PY]: Advanced filter
  • Display Mode: Hidden
Visual bf11a6fb91dc9f853419 (Gender Slicer):
  • Customer[Gender]: Contains “Ma” (filters to Male)
  • Slicer Mode: Basic

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Behavior Description

When this bookmark is activated:
  1. The Ribbon Chart (visual ed774ceec96dd040ac19) becomes visible, displaying:
    • Category: Customer.Continent
    • Ordered by: Continent (Ascending), then Country (Ascending)
    • Shows the ranking flow of sales across continents and countries
  2. The Clustered Bar Chart (visual 34f97140074284eaa8de) is hidden from view
  3. Year filter is set to 2019 across the entire page
  4. Gender slicer is set to show only Male customers (using “Contains ‘Ma’” filter)
  5. Both chart visuals maintain the same underlying filters for Customer dimensions and Sales measures, ensuring data consistency when toggling between visualizations

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Important Notes

⚠️ Key Behaviors:
  • Data Suppression Enabled: This bookmark has suppressData: true, meaning it only captures the visual display state, not the data state at the time of creation
  • Visual Toggle Pattern: This bookmark is part of a toggle pair with “Clustered Chart” - they show/hide opposite visuals
  • Filter Scope: The Year=2019 filter applies to ALL visuals on the page, not just the targeted visuals (this is standard Power BI bookmark behavior)
  • Gender Filter Type: Uses “Contains ‘Ma’” instead of exact match “Male” - this is a more flexible filter that would match “Male” or similar values
  • Sort Order: Ribbon chart sorts alphabetically by Continent/Country, NOT by sales value

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Dependencies

Model Measures:
  • Sales[Sales] - Current year sales measure
  • Sales[Sales PY] - Prior year sales measure
Other Bookmarks:
  • Clustered Chart (5977e1c788aabf285a32) - Complementary bookmark showing clustered bar chart view
  • FocusSpecific (a87d1123fc3c1c928935) - Complex state-dependent bookmark with highlighting
  • Reset Filters (77f6391b96f7c17022ed) - Resets to default state (Year=2023)
Visual References:
  • Ribbon Chart (ed774ceec96dd040ac19) - Primary visual for this bookmark
  • Clustered Bar Chart (34f97140074284eaa8de) - Hidden by this bookmark
  • Gender Slicer (bf11a6fb91dc9f853419) - Filtered state maintained

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Maintenance Notes

Performance Considerations:
  • Ribbon charts can be more resource-intensive than standard bar charts with large datasets
  • The dual sorting (Continent + Country) adds minimal overhead
Known Limitations:
  • The bookmark targets specific visual IDs - adding new visuals to the page won’t be affected by this bookmark
  • Gender filter uses “Contains” which may match unintended values if data model changes
Testing Notes: When making changes, verify:
  1. Ribbon chart appears when bookmark is activated
  2. Clustered bar chart is properly hidden
  3. Year filter correctly applies 2019
  4. Gender slicer shows Male selection
  5. Toggle behavior works correctly between Ribbon and Clustered bookmarks
  6. Measure references (Sales, Sales PY) are still valid in the model

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Change History

  • 2025-12-24: Initial documentation created with business context and technical specifications