Power BI Training Guide: Setting Your Clinic Default

Introduction 

Power BI allows you customize your reports to default to your clinic using Personal Bookmarks. This feature lets you save your preferred clinic without affecting the original report or other users' experiences.

Personal bookmarks are saved to your Power BI account and are available whenever you access the report from any device.

NOTE: There are FOUR reports in the Huddle: Daily Checkup, Monthly Checkup, Clinical Initiative and Ortho Details. A default for one, does not carry over to the other reports. If you want a specific clinic as a default, follow the steps below for each report.

Step-by-Step Instructions

Step 1: Select the Clinic and Access the Bookmarks Pane

1. Open the Power BI report from the Employe Portal icon "EBI Reporting"
2. Search for and the select the desired clinic

3. Look for the Bookmarks icon in the report toolbar (it looks like a bookmark ribbon)

4. Click the Bookmarks icon and select Show more bookmarks to open the Bookmarks pane

Step 2: Create Your Personal Bookmark

1. In the Bookmarks pane, click Personal bookmarks to expand that section
2. Click Add or the + (plus) icon
3. A new bookmark will be created with a default name
4. Type a descriptive name for your bookmark (e.g., "East Ridge")
5. Optionally check Make default if you want this view to load automatically

Using Your Personal Bookmarks

Applying a Saved Bookmark

1. Open the Bookmarks pane by clicking the Bookmarks icon
2. Expand Personal bookmarks
3. Click on the bookmark name to instantly apply that view

Updating an Existing Bookmark

If you want to change what a bookmark saves:

1. Make the changes you want to the report view
2. In the Bookmarks pane, hover over your bookmark
3. Click the three dots (...) that appear
4. Select Update to save the new settings to this bookmark

Renaming or Deleting Bookmarks

1. Hover over the bookmark in the Bookmarks pane
2. Click the three dots (...)
3. Choose Rename to change the name, or Delete to remove it

Important

Personal bookmarks are only visible to you. Other users viewing the same report will not see your personal bookmarks and cannot be affected by them.

Resetting to the Default Report View

To clear all your filters and return to the original published view of the report:

1. Click the Reset to default button in the action bar
2. Confirm by clicking Reset in the dialog