Some suggestions for possible uses for bookmarks in Power BI Desktop
Part five of a five-part series of blogs

This blog gives some suggestions for how you might use the new bookmarks feature in Power BI Desktop.

  1. Some interesting ideas for uses of bookmarks
  2. Using bookmarks to clear slicers
  3. Creating the effect of a tabbed dialog box
  4. Expanding and collapsing menus using bookmarks
  5. Providing buttons to move between pages (this blog)

Posted by Sam Lowrie on 24 March 2018

You need a minimum screen resolution of about 700 pixels width to see our blogs. This is because they contain diagrams and tables which would not be viewable easily on a mobile phone or small laptop. Please use a larger tablet, notebook or desktop computer, or change your screen resolution settings.

Providing buttons to move between pages

You can use bookmarks to control the movement of users within your reports by hiding pages and then providing arrows to move back and forward between them.

Bookmarks Shapes arrows

Why grey and green as default colours? I have no taste, but even I balk at those colours!

The first thing to do is create the pages you want to become bookmarks. Choose one to be the main page (this will be the only page which isn't hidden):

Arrows bookmarks

This first page will have the only slicers in the entire report. The slicer settings will carry over between the pages.

Now create bookmarks for each of these pages:

Bookmarks Data Bookmarks

Since I want the first page's slicers to carry their filters over I un-tick Data.

I've repeated this step for each of my pages.

 

With the bookmarks created it's time to hide all of the pages apart from the main menu. This stops users accessing them without using the directional arrows:

Power BI Dekstop Bookmarks Hidden

Right-click and choose Hide Page. For hopefully obvious reasons, you can still see them in editing mode.

All the hard work is now complete. Time to add the links to each of our arrows, and to our home buttons.

Forward Arrow Bookmarks Links hidden

Apply the bookmark for the next page to each forward arrow. This will be the only way for users to move forward.

While each forward arrow has to be set to each next bookmark, back arrows are much easier:

Bookmarks Arrows Back

Back arrows can be set to back rather than bookmarks, since the only way of getting to this page is from the previous one in order.

Lastly on each page that isn't the starting one, I will add a Home button to take users back to the beginning - this saves users having to click the back buttons repeatedly:

Bookmarks Home page arrows

Connect the home icon to the starting page bookmark. If you left data un-ticked then users will see their last slicer settings.

With that finished you can now flick between all your different pages:

Bookmarks Arrows Hidden

Now repeat this for every page in the report!

 

This blog has 0 threads Add post