Some suggestions for possible uses for bookmarks in Power BI Desktop
Part three 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 (this blog)
  4. Expanding and collapsing menus using bookmarks
  5. Providing buttons to move between pages

Posted by Sam Lowrie on 24 March 2018

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Creating the effect of a tabbed dialog box

For a stylish clipboard effect you can create the illusion of tabs in a report. Sadly there isn't an official tool to do this, but we can create our own:

Tabs Power Bi Desktop Bookmarks

Feel free to choose nicer colours. Spend enough time on the colours and you could make it look like wood!

The first thing to do is create the outline of the tab. To do this I used a square and three ovals sent to the back:

Power bi desktop ovals squares

Alternatively bring in three images of clip boards and use those instead!

Then add three text boxes on top of the ovals so our users know what the tabs are.

Shapes power bi desktop bookmarks

At this point you could optionally overlay another shape to act as the button.

 

Now create any content you want to be on each tab. Create everything associated with each tab and hide it when working on the next tab.

Power bi desktop tabs bookmarks

For this example, for each tab we have the tab shape, the textbox and a table. Make the tabs as crowded as you like.

 

With all the objects created it's time to set up tabs. The first thing to do is hide any objects which don't appear on the tab you are working on:

Power bi Desktop bookmarks tab

Whilst creating the town tab, I hide anything to appear on the centre or region tabs. Notice the tabs and the page remain visible!

Select all the objects in your selection pane which relate to the tab as a whole, make them visible, and then choose to create a bookmark.

Bookmarks selected visuals all visuals

Since I want other objects to affect my tabs I leave Data unselected. This will ensure my tables get filtered.
Display must be ticked since I want to save the visibility settings.

 

Do the same thing for each tab, choosing which objects you want to have visible in each case, to ensure the bookmark settings are the same for each tab:

Tabs Bookmarks Fun

Go crazy and add another tab of a different colour to each tab. This tab is only visible when you are on that tab's bookmark.

Remember to always unselect the bookmark you were last working on before editing the next!

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