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Posted by Sam Lowrie on 09 June 2018
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Information pop ups using bookmarks
Suppose that you've been working hard and developed a fantastically insightful report. Unfortunately nobody knows what the columns show:
The column headers can only be so big, and we need more description!
To deal with this problem I am going to create a series of helpful information points for each visual. To begin add a button to each visual:
I have decide to use the information icon to expand descriptions, and the question
icon for answering questions.
Note, however, that there isn't a functional difference between the two buttons.
Now to create the helpful pop-up. I have decided to use a white rectangle, with a blank button and a text box:
Bookmarks can't change the position of objects (helpful hints), only the visibility.
The red X was made using a blank button. Change the outline to Off and enter an X as the button text:
Often the easiest thing to do is copy other Microsoft application styles!
Next we need to select all the parts that make up the pop-up box. I find it easier to do this in the selection pane:
Renaming your visuals can make selecting them much easier. I've changed each item's title to include pu (pop-up).
Now in the Bookmark pane add a bookmark and choose Selected visuals. This means the new bookmark is comprised of only the bits we selected:
Display must be ticked or the visibility won't be saved. In this case Data won't have any effect on or off.
This time untick the eyes in the Selection pane but make sure they are still selected before choosing Add bookmark.
This creates a bookmark with the same visuals but this time they are hidden.
Your report should like this when on the hidden bookmark:
It's as if the pop-up never even existed!
All that is left to be done is attach the bookmarks to the buttons. Set the information symbol to have an action going to bookmark Visible.
This option appears when you select the information button in the Visualizations pane.
Then attach the hidden bookmark to the button containing the X on your pop up:
A lot of effort just to make life easier for your users, but since they are normally higher up the greasy pole than you....
You should now be able to click the information button to show the pop-up, and the X on the pop-up to close it down.
Feel free to try my version here (I've added a pop up to all the buttons). You might also like to see the new(ish) visual header tooltip feature in Power BI. Our introductory and advanced Power BI courses always use the latest version of the software, and for online courses you don't even need to be in the UK!