Switching Visuals using Bookmarks: Power BI Desktop

I love magic. One of my favorite acts is making an object disappear and replace it with something or someone else. I can’t do magic on a stage, but I can tell you how to do it in a Power BI report.

The previous article covers how to add a bookmark in a Power BI report and assign it to a Power BI element like a button or a shape. This article covers how we can use bookmarks along with the Selection pane to enhance the user’s experience in simple steps.

Setting up the stage: Adding all the visuals

We have created two sets of visuals, each containing a button and a card.

We place them on the top of each other

Tip: Rename the visuals as you add them in the report in the Selection Pane (double click – Rename). It becomes easy to identify.

Rename visuals using the Selection pane

Adding the Trick: Selection Pane

For our magic trick to work, we need to show one card and one button at a time. For this act, if we are showing the card for the absolute value of the Margin, then the button for Margin % should be visible, and vice versa.

View one: Margin (absolute)

Adding the bookmark

Once we configure the view, add a bookmark for this visual:

We name it as Margin Absolute as it is showing the absolute value of the Margin

Click Option > Uncheck the Data option.

It ensures that this bookmark saves only the visual’s display state and not the filter settings of the page.

View Two: Margin%

Repeat the steps for the other two visuals and add a bookmark.

Final Touch: Assign Bookmarks to the button

The objective is that if we click on button Margin Absolute, it should show the card visual for margin absolute and button for Margin %, and vice versa. It enables the toggle between the two sets of the visuals.

For more details on assigning a bookmark to a button or image, refer to the following article:

Creating Bookmark

Repeat the steps for the Margin% button.

Note: In Power BI Desktop, use the CTRL key along with the mouse click for a button to work.


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