How to create Power BI In-Page Navigation with Bookmarks and Buttons
In this video, I am sharing a data visualization technique In Power BI to build a user-friendly experience to navigate within a report page using buttons and bookmarks.
When building reports in Power BI, it's important to keep the layout simple and to show only the relevant visuals to avoid misinterpretation of information. Providing an option with tabs to navigate to visuals gives great flexibility and a web app feel to the report experience.
An important advantage of this method is that the report performance is faster as visuals do not generate queries when they are hidden.
I will take you through the complete steps from scratch and show you how to build an In-Page Navigation.
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#powerbi #datavisualization
Пікірлер: 180
I did this and my boss was way impressed.. Thank you.
@ExcelFort
2 жыл бұрын
Glad you did it!
One of the best tutorials on Power BI I have ever come across! Thank you a million times!
This is kinda brilliant! Love the idea of using visibility of the charts and button states then storing those as bookmarks. Never thought of doing it that way. Love the results. Really cool.
@ExcelFort
3 жыл бұрын
Appreciate it! I am planning to create more videos on different visualization elements of this kind. Subscribe & hit like :)
Absolutely amazing!! I was able to clean up a dashboard while adding more relevant visuals for different users and keeping it interactive and simple. Thank you so much!
@ExcelFort
Жыл бұрын
Appreciate it
I've been looking for something like this for months. You're a genius!!
@ExcelFort
2 жыл бұрын
Enjoy!
Beautifully Explained! Thank you for this.
This is really awesome. Love it and love your tutorials. I implemented this and your Nav page flyout recently. A little puzzled though, particularly pertaining to the bookmarks. On each occasion, when creating the in-page and site nav panel, the selections I had to use to get the bookmarks to properly work were each of "display," "current page," and "all visuals." When using your recommendations, they didn't work for me. Upon update, the prior bookmarks created would save to the new update, so clicking on each advanced me to the most recently saved update version. Obviously, I don't understand the options well enough. Scratching my head about this but I'll figure out the disconnect soon enough. Thanks again for taking the time. You and Reza just may be my favorite instructors. Much appreciated!
@ExcelFort
2 жыл бұрын
Thanks for watching my videos :) I didn't quite understand the concern you had, however, please reach out to me if you need any help.
great precise video with Bookmarks to demo space management along with tabs and Smart narratives
Thank you for the step-by-step explanation! Great content!
@ExcelFort
Жыл бұрын
You are most welcome 🙏
Truly helpful, very clear and precise. Thank you very much for sharing the knowledge.
@ExcelFort
Жыл бұрын
Appreciate it
Greatly explained! I was looking for something like this
@ExcelFort
2 жыл бұрын
Glad to hear it!
This is very clever and just what I needed. Thank you.
@ExcelFort
Жыл бұрын
Glad it was helpful
Awesome! thank you so much!!!
I finished the video, and zi was just clapping. You did a good job
@ExcelFort
Жыл бұрын
Glad you enjoyed
This was a great video. It was exactly what I needed to learn. Thank You!
I just want to say thank you for this video; it helps me a lot; thank you very much for sharing.
@ExcelFort
2 жыл бұрын
You are most welcome, appreciate it. You share my channel with others
Just amazing.starting to love using powebi. Thanks for the very well explained video.Looking forward to many more such videos.
@ExcelFort
Жыл бұрын
Welcome to the Power BI family!
Legend! Thx mate!
This was amazing. Thank you for this. 🌝
Excelent directions! This one goes to my utility belt. 🔝
@ExcelFort
Жыл бұрын
Great to hear!
Excellent technique thanks
Great!! Thank's a lot!
Thank you so much for sharing. Great job!
This is GENIUUUUUUUUUUUUUUUUUUUUUUUUUUUUUUS I owe you a huge debtrttttt
Thank you 👍
You can download the Power BI file using the link in the description and have a look at the completed report. Keep your questions ready to have them clarified during the premier session.
Thank you very much!! Excelent explanation!
@ExcelFort
2 жыл бұрын
Glad you enjoyed it!
Nice!! Straight to the point.
It was very useful for me, thank you very much. It was a feature I wanted to learn for a long time.
@ExcelFort
Жыл бұрын
Glad it was helpful!
Amazing. Thank you very much!
easy to follow through
Time and time again I come to this video. 11:30 is the spot!
@ExcelFort
Жыл бұрын
Glad you enjoyed it
Ooh I like this! I always want more maps than my page can handle.
Super helpful!!! Many thanks!!
@ExcelFort
Жыл бұрын
Appreciate it
This is awesome. Thanks for the great content.
@ExcelFort
2 жыл бұрын
My pleasure!
Thanks a lot, this is amazing!
@ExcelFort
2 жыл бұрын
Glad you like it!
Wonderful, obvious explaination. Thx
@ExcelFort
2 жыл бұрын
Appreciate it
Thanks! I really appreciatte your contribution. I would like state that in the 2022 version it is very important to set ON the option "Format Button/Button/Style/Text" in order to write inactive buttons' names and keep "Format Button/Button/General/Title" option set off. Otherwise is not possible to Ctrl+Click inactive buttons. Bookmarks seems not to work properly but the issue is in inactive buttons.
@ExcelFort
Жыл бұрын
Appreciate it
@encryptedunlimited1094
Жыл бұрын
still doesn't work for me
@jayabhagchandani1949
Жыл бұрын
Thank you so much for this tip. I was struggling for 2hrs, because I had done the opposite of it. Later on I reedited it as per this and it worked.. Once again, Thanks a lot!!
Excellent 👌
great video sir thanks
Very helpful. Thanks for sharing.👍
@ExcelFort
2 жыл бұрын
You are welcome!
Thank you! This was very helpful!!
@ExcelFort
Жыл бұрын
Glad it was helpful!
Wonderful video , it helped me lot to enhance my reporting skills .
@ExcelFort
10 ай бұрын
Glad it helped!
very beautiful!, liked and subscribed worth every minute of it thank you!
@ExcelFort
Жыл бұрын
Thanks 🙏
@ExcelFort
Жыл бұрын
Thanks 🙏
Thanks for the weary to understand tutorial.
@ExcelFort
Жыл бұрын
You are welcome!
Most helpful, thank you!
@ExcelFort
Жыл бұрын
Glad it was helpful!
Super helpful!
@ExcelFort
2 жыл бұрын
Glad it was helpful!
Just Wowwwwwwwwwww, you save my ton's of time, Thanks
Thank 😂you very much for that. Already my preferred BI Tutorial 😊.
@ExcelFort
Жыл бұрын
You're welcome 😊
Brilliant!!!
@ExcelFort
Жыл бұрын
Thanks 🙏
this is helpful. nice explanation...thank you
@ExcelFort
Жыл бұрын
You are most welcome
AWESOME!!! Thank you!!!
@ExcelFort
10 ай бұрын
Glad u like it
Thanks Man, very helpful!
@ExcelFort
10 ай бұрын
Thanks for the visit
Thank you this helped me a lot.
@ExcelFort
Жыл бұрын
You're welcome!
Excellent!
@ExcelFort
10 ай бұрын
Thank you! Cheers!
Thanks. Can we go from one card in one page to its variance chart in another page?
Thank you very much 🙏
@ExcelFort
8 ай бұрын
You're most welcome
please add such out of the box visual ideas. Thanks a lot....
@ExcelFort
2 жыл бұрын
Thanks
Thank you so much
@ExcelFort
Жыл бұрын
Most welcome 🙏
Brilliant video
@ExcelFort
Жыл бұрын
Thank you 🙏
Fantastic video. Why was the inactive button made? I do not see it being used.
@ExcelFort
2 жыл бұрын
Thanks for your encouragement! The inactive buttons indicate the availability of tabs, without them, you will not know what tabs are there.
it helps boss..👍👍
@ExcelFort
Жыл бұрын
Glad to hear that
hello, Thank you for sharing this video, it helps me a lot to understand the navigation. one question, to activate the bottom, how could i change to double click instead of the default way ctrl + click?
@ExcelFort
2 жыл бұрын
Glad you like it, You need to use Ctrl Click when you develop the report, this method cannot be modified. Once you finalize the report to Power BI service, only single click is sufficient. Hope it’s clear ?
@ohmoneymoneyhome6430
2 жыл бұрын
@@ExcelFort clear. thank you ~
@TinyKideo
2 жыл бұрын
Useful Comment Cheers!!
Good work 🙌🏻🙌🏻🙌🏻
@ExcelFort
Жыл бұрын
Thank you so much 😀
Thank you for this amazing video, could you please share if there is any ways to make slicers apply to all the bookmarks, when I switching between bookmarks I should reapply all the slicers
@ExcelFort
2 жыл бұрын
Thanks for your kind words!, When visuals are hidden, the slicer selection applied to them cannot be retained. In order to solve this problem, you could separate slicers based on what fields you use in your visuals within each page of your report. I would suggest you to watch the latest video on the same topic where I have used the Bookmark Navigator:kzread.info/dash/bejne/gmiNzrh6ktnce5c.html
@stasynech
2 жыл бұрын
@@ExcelFort Thank you are just eye opener!!!!
Amazing
@ExcelFort
8 ай бұрын
Thank you! Cheers!
Great video, is there a way to use a tile's name as a textual link to page ( just as it if was a button) but as an hiperlink in each row of a table? thank you if you can respond
thank you for the video, one doubt, when you select one of the characteristic of one tab does not filter the other tabs, like it happens on the other visualizations. How can we change this? Thank you
@ExcelFort
2 жыл бұрын
Great question, when you click on a visual to cross filter and hide that visual, the filters are cleared. Here we use bookmarks and visibility to hide visuals. As a work around, you can place a slicer on the report for the user to filter the required field. Hope some improvements will come up in Power BI soon to handle this limitation.
@iliasz.5232
2 жыл бұрын
Hey Helena How did you solve your situation? I have the same question you posed.
@iliasz.5232
2 жыл бұрын
@@ExcelFort I'm in a similar situation to what @Helena Macieira reported. Are there any news on this front? Thanks for this excellent video!
@ExcelFort
2 жыл бұрын
@@iliasz.5232 Thanks, I will surely update as soon as there an update on this limitation
@iliasz.5232
2 жыл бұрын
@@ExcelFort Thank you.
I really liked your video sir. One question, could you please tell why are we creating the inactive buttons separately?
Boss: You're fired! Fowmy: Fine. 😄
Hi! Amazing Video.. Could you please explain why did you turn of Date, Current Page and Selected ''Selected Visuals'' ? That's the only thing i didn't understand , i mean the reason for doing that.
@ExcelFort
Жыл бұрын
DATA is not selected to avoid capturing the current filters on the data SELECTED VISUALS record only the selected visuals so that the bookmark won’t affect the others
Why do you deselect the data while marking bookmarks?
why did u created two set of buttons. cant we do with single set of button. ? pls confirm
Great Tutorial!! I implemented it as described. 17:51 I was wondering if there’s any way to make BI remember which filters the user had clicked as they go from one bookmark to another so the filters don’t keep getting reset? Would appreciate any input on this! Thank you 🙏
@TheMKTube
Жыл бұрын
I found the answer! You click the 3 dots for each Bookmark and uncheck “Data” and that excludes any filters the user had applied 👍🏼
@ExcelFort
Жыл бұрын
Not that I know of
@TheMKTube
Жыл бұрын
@@ExcelFort I mentioned the solution in the follow up comment I made above it worked :)
How to create slicer connection to both table and pivot table?
Sir should i hide all the charts on the same position where we have created our shape and button because when i am trying to unhide then chart is displaying on same position where we hide them..
@ExcelFort
2 жыл бұрын
Unfortunately, I don't completely understand it
Is there a way to navigate through tab with out using the control button
@ExcelFort
Жыл бұрын
You need to use Control button only in Power BI desktop, not required in the service.
I have downloaded the report but Bookmark is not working at my side. I am using Power BI Desktop version 2.103.661.0 64-bit (March, 2022) Please suggest the solution.
@ExcelFort
2 жыл бұрын
Use CTRL + Left Click when you want to click on a button
How can we jump directly from sales trend to salesvprofit and products by not clicking ctrl plus click how can we jump by just one click on icon ?
@ExcelFort
2 жыл бұрын
In Power BI Desktop, you need to click CTRL but once you publish the report to Power BI service, single click would work.
Could able to do some videos for Average time on
@ExcelFort
2 жыл бұрын
Sure we do
Why you un-thick data, current page and thick all visuals in every bookmark?
@ExcelFort
Жыл бұрын
DATA is unticked to avoid capturing data state from the model
Using single button to perform page navigation nd Book marks, is it possible ..?
@ExcelFort
2 жыл бұрын
Single button enables only page navigation with conditional formatting, it doesn’t support bookmarks yet :)
@Honey-cc9ij
2 жыл бұрын
Tq ExcelFort :)
@ExcelFort
2 жыл бұрын
@@Honey-cc9ij You can watch this video to learn Page Navigation kzread.info/dash/bejne/qneHu66rk6-9YJM.html
@Honey-cc9ij
2 жыл бұрын
Sure 😊
What if I choose another year?
@ExcelFort
Жыл бұрын
Should work
how to keep the slicer filter while navigating to every tabs. everytime i click the tab, the slicer filter is reset.
@ExcelFort
2 жыл бұрын
If you follow the steps carefully, it should work, let me know how exactly you tried it
please please help sir. i am doing one project in that i am using this page navigation concept same as like this in this video and it is working very fine. but when i click on any tab the other visuals outside of this tab also getting changed . i applied edit interactions but it is not stoping changing. when i click the buttons the other viuals also changing . please help sir. what i have to check?
Please help, I created mine but the hidden graphs when displayed won't show in the rectangular box but rather individual spot before hiding
@ExcelFort
2 жыл бұрын
Sorry, it's not clear enough for me, could provide more details?
@topeogutuga3517
2 жыл бұрын
@@ExcelFort thanks for responding, I fixed it
If don't want to use CRT+CLICK, JUST CLICK on button to change the visual, how i do that.
@ExcelFort
Жыл бұрын
You only need to do it in Power BI Desktop, once you publish, you only have to click once without CTRL in Power BI service.
Hello Thank you for the video! But i followed everything and yet my buttons don't work when i hit ctrl + click. Do you know why ? Thank you
@ExcelFort
Жыл бұрын
Did you download my file and follow the steps that I showed on the video?
I am not getting this visual, could anyone help me out? While I click on bookmarks it's not giving me correct result, even its not moving
@ExcelFort
2 жыл бұрын
Thanks for watching the videos, Hope you followed the steps in the video. Make sure to open the selection page and select the objects before applying your bookmarks with ALL SELECTED option
Hello Sir, I downloaded your file, but the buttons are not working on my Power BI Desktop. Also, I have followed the same steps (both using buttons and using Power BI Navigator), but nothing worked. Could you please help me in this regards as to why the buttons are not working!
@michaelthompson7054
4 ай бұрын
Nothing worked for me either. Spent hours on this doing it over and over but the bookmarks never actual allowed for switching back and forth using the buttons.
Hi, I have to connect button to button. How to do that. For example I have defect in process in 12 months and DPMO for 12 months. Defect n DPMO are 2 button and there are sub button or say multiple button under defect for chart like FN error chart, FP error chart. Also few chart for DPMO with multiple button under DPMO button. However unable to link Defect button to error button like FN n dp button. I had tried grping them n then create bookmark but it's not working. Can u help here
@ExcelFort
Жыл бұрын
I didn’t quite understand your situation, could you send me an email with a. Sample file explaining your question and the expected results
3milion thank save my life ❤️❤️
@ExcelFort
Жыл бұрын
Thanks 🙏
why do we need to assign bookmark to inactive buttons... i am bit confused and why do we need to deselect data ......
@ExcelFort
Жыл бұрын
Please watch the updated video where I used the bookmark navigator kzread.info/dash/bejne/gmiNzrh6ktnce5c.html
Sunil Motwani
Bookmarks are not working with me, what could be the problem
@hanana2675
Жыл бұрын
Even though i select the visuals and click on update
I have done this like a million times it doesn’t work. Thing thing is stressful jeez 😭😭
@ExcelFort
Жыл бұрын
Let me know where find it confusing email: info@excelfort.com If you are having a specific case then, I will have to have a look it
@lucianlackman8103
Жыл бұрын
@@ExcelFort how can you forget to state that in power bi desktop the buttons don’t work without control and click. All of teaching this stuff nobody said it. Someone just saved me tons of stress it was a very vital information. 🤦🏾♀️