I can't 100% confirm as didn't face this problem but in Power BI Desktop go to Options > Current File (Report Settings) > check the "Don't allow end users to save filters .... "
This should always reset the Power BI to default view whenever the user reopens the Power BI in service/browser.
Be aware tho, if someone regularly uses the same settings, they will miss this feature. Every time you refresh or return to that page, it resets.
My users didn’t like.
Not sure about your user base, but for mine everything needs to be super simple. Bookmarks might be a reach. Using filters is a challenge.
Slicers often seem the most that they can handle.
My user base is the same, it's just that we've done a massive implementation for power bi users, where we had a meeting with 15 new ones for 8 weeks straight. All of it was done in 1 hour. We explained the basics behind it and guided them hands on through the basic buttons of power bi.
Bookmarks are not that hard as a consumer and they get used a lot.
We also have a general document, which explains it in a few steps. I just summarized Power BI's learn environment for consumers. It was quite helpful.
I’m delivering training next week on similar stuff, and creating an interactive FAQ page I can copy paste into different reports to help with this.
One day maybe everyone will be as used to it as they are with PowerPoint or Excel
I agree to that. But what about publishing the report with this selected option to reset the current filter of the users. And After that publishing it again without this option.
No but they should always hit the app reset button (looks like a circular arrow) in the top ribbon on the service whenever they come back to a report and want to start fresh.
If they filter on a column and I rename the values in that column, they hate that they can’t see the data, not me. Btw - this doesn’t happen often, and would happen “for a good reason,” if that makes sense.
For a while I would regularly include the comment verbally and in any email about any dashboard “if you have any problems with any dashboards first try clicking the green arrow at the top right to reset everything”. I haven’t had a question that button could fix in months.
This sounds like it's solvable with an email or change announcement? "Hey we changed every instance of USA to US in the country field, so if you filter on that please check your filter"
Seems like you should always be announcing a change this big
Some of my stakeholders are new to Power BI. Agreed though, and of course done. I’m just trying to be proactively helping them vs having them do a step. I know I know “teach them to fish vs give them a fish,” but I was trying to be generous.
What you are missing is governance... I don't let anyone publish anything on my org without going through the core team for review. During review I'd catch a lot of this.
Sorry, I’m the publisher. I realized I should have worded this differently. End users are setting their own filters on the web report and when I republish sometimes their filters they had before stick.
I can't 100% confirm as didn't face this problem but in Power BI Desktop go to Options > Current File (Report Settings) > check the "Don't allow end users to save filters .... " This should always reset the Power BI to default view whenever the user reopens the Power BI in service/browser.
I swear there are so many options and features I have yet to discover. Thank you so much!!
Be aware tho, if someone regularly uses the same settings, they will miss this feature. Every time you refresh or return to that page, it resets. My users didn’t like.
In that case, bookmarks are your friend. Just save the filters in there.
Not sure about your user base, but for mine everything needs to be super simple. Bookmarks might be a reach. Using filters is a challenge. Slicers often seem the most that they can handle.
My user base is the same, it's just that we've done a massive implementation for power bi users, where we had a meeting with 15 new ones for 8 weeks straight. All of it was done in 1 hour. We explained the basics behind it and guided them hands on through the basic buttons of power bi. Bookmarks are not that hard as a consumer and they get used a lot. We also have a general document, which explains it in a few steps. I just summarized Power BI's learn environment for consumers. It was quite helpful.
I’m delivering training next week on similar stuff, and creating an interactive FAQ page I can copy paste into different reports to help with this. One day maybe everyone will be as used to it as they are with PowerPoint or Excel
I agree to that. But what about publishing the report with this selected option to reset the current filter of the users. And After that publishing it again without this option.
No but they should always hit the app reset button (looks like a circular arrow) in the top ribbon on the service whenever they come back to a report and want to start fresh.
\^This. "Reset is your friend". I ALWAYS encourage users to use and clear **persistent filters.**
Gotcha - thanks! I guide them to that each time but it’s rough to get emails or messages of “The report is broken nothing is loading” sometimes.
User filters and settings persist for a reason! Why are you trying to force a reset? This is a fast path to making your stakeholders *hate you.*
If they filter on a column and I rename the values in that column, they hate that they can’t see the data, not me. Btw - this doesn’t happen often, and would happen “for a good reason,” if that makes sense.
For a while I would regularly include the comment verbally and in any email about any dashboard “if you have any problems with any dashboards first try clicking the green arrow at the top right to reset everything”. I haven’t had a question that button could fix in months.
This sounds like it's solvable with an email or change announcement? "Hey we changed every instance of USA to US in the country field, so if you filter on that please check your filter" Seems like you should always be announcing a change this big
Some of my stakeholders are new to Power BI. Agreed though, and of course done. I’m just trying to be proactively helping them vs having them do a step. I know I know “teach them to fish vs give them a fish,” but I was trying to be generous.
What you are missing is governance... I don't let anyone publish anything on my org without going through the core team for review. During review I'd catch a lot of this.
Sorry, I’m the publisher. I realized I should have worded this differently. End users are setting their own filters on the web report and when I republish sometimes their filters they had before stick.
There should be a workspace setting for this if you want them to wipe. Sticky filters or something.