How to Add Personal Bookmarks to the FO&M Dashboard

This guide offers a straightforward method for customizing and enhancing your experience with the Power BI Dashboard by allowing you to create personal bookmarks tailored to your specific needs. By following the steps outlined, users can easily set up default views that streamline their workflow and improve accessibility to frequently used filters.

Jennifer Fullerton
10 steps
26 seconds

Dartmouth

Microsoft Power BI

Navigate to [Facilities.Dartmouth.edu](https://facilities.dartmouth.edu/home/BP/WebClient?17)

Click "FO&M Supervisors"

Click "FO&M dashboard"

A new window will open and direct you to the "FO&M Dashboard"

Inside of the filters selection box, choose which filters best meet your day-to-day usage of the FO&M Dashboard (Remember, the filters on the top affect the filters on the bottom and your entire report)

This is an example of how the dashboard would change as you select different filters. Here we set the trade to the ACS Trade group, showing us all the orders specifically from that group

Click on the bookmark icon in the top right

Click "Add a personal bookmark"

Name your bookmark so it can be easily remembered. Click the "Make default view" field if you would like to open the FO&M Dashboard with these filters set each time. (You can save up to 20 bookmarks, with one being your personal default view)

Click "Save"

Tip! If you want to open a saved bookmark, click back on the bookmark icon and select the bookmark to automatically input the saved filters