Custom date slicer with persistProperties commented

[scoder]

I’m currently stuck on a Power BI visualization issue related to bookmarks and slicers, and I have a unique requirement.

I have 3 funds: F1, F2, and F3, and I’ve created a Button for each fund.
Each fund has 3 different subpages: Overview, Projections, and Portfolio.
Each subpage contains visuals specific to that fund. (Attached sample image)

I’ve created bookmarks accordingly. However, the problem is with the Date slicer. Since bookmarks preserve the slicer’s state, the date selection is always fixed to what was selected when the bookmark was created. I want the Date slicer to always default to the latest date from the date_dim table, regardless of the bookmark.

I tried unchecking the Data option in the bookmark, but that causes other issues. I have hidden slicers that dynamically filter the selected fund when the corresponding button is clicked. Disabling the Data option prevents those fund slicers from working correctly.

Each visual should display data only for the respective fund selected.

After some research, I found that this is a known limitation in Power BI — you cannot exclude only one slicer (like Date) from a bookmark while retaining others.

As a workaround, I explored the idea of customizing a visual, such as the slicer from this GitHub repo:
https://github.com/microsoft/powerbi-visuals-timeline

I commented out the this.host.persistProperties line to stop it from persisting the selection state. But after building and uploading the custom visual to Power BI, it doesn’t seem to work , is there other way to solve this problem? I need a date slicer with provision to exclude persistent or any different approach to this problem 

[johnbasha33]

Hi @scoder 

You're absolutely right — you're facing a classic Power BI bookmarks vs slicers conflict, and your use case is quite complex but not uncommon in real-world enterprise reporting.

To summarize your need:

• You have buttons and bookmarks switching between funds (F1, F2, F3) and subpages (Overview, Projections, Portfolio)

• You want fund filtering to be preserved via bookmarks

• But you do not want the Date slicer state to be locked in by the bookmarks — instead, you want it to always show the latest date

You're also right that Power BI does not currently support selectively excluding slicer state for specific visuals while keeping others — the Data option in bookmarks applies to all slicers and filters.

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