More suggestions for how to use bookmarks
Part four of a five-part series of blogs

Another set of examples showing ways in which to use the weird and wonderful bookmarks feature in Power BI Desktop

  1. More interesting suggestions for using bookmarks
  2. Creating dynamic charts
  3. Dynamic page design
  4. Information pop ups using bookmarks (this blog)
  5. Pagination using bookmarks

Posted by Sam Lowrie on 09 June 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.

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:

Pop up information tabs

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:

Buttons bookmarks information

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 buttons blank button text

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:

Bookmarks buttons

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:

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:

Bookmarks display pop ups

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.

Bookmarks selection

This creates a bookmark with the same visuals but this time they are hidden.

Your report should like this when on the hidden bookmark:

Bookmarks

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.

Bookmarks selected visuals

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:

Bookmarks visuals

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).

This blog has 0 threads Add post