Use ← and → to navigate
Swipe left / right on mobile
Guide Notes & Explanation
Accompanying breakdown for this slide deck
- Unlock the Magic of Interactive Power BI Reports
Why Bookmarks Rule
- They capture the state of a report page.
- This includes filters, slicers, and visibility.
- You can jump between these saved states.
- This creates a dynamic, guided experience.
- It moves users from passive viewers to active explorers.
- They are the secret to interactive dashboards.
Navigation Made Easy
- Create a dedicated menu or navigation page.
- Use buttons as your interactive menu items.
- Assign a bookmark to each button.
- Buttons can link to different pages or views.
- Guide users through your data story seamlessly.
- Never let a user get lost in the data.
Toggle Visuals On Demand
- Show different charts in the same space.
- Create buttons for each visual you want to toggle.
- Use bookmarks to set a visual as visible or hidden.
- This keeps your report clean and uncluttered.
- Lets users choose what data they see.
- Perfect for comparing related metrics.
Crafting Your Story
- Plan a narrative flow for your data.
- Use bookmarks to build the story step-by-step.
- Reveal insights progressively to create impact.
- Guide the audience to a clear conclusion.
- Turn a standard report into a persuasive presentation.
- Storytelling makes data memorable and actionable.
Button Setup Basics
- Insert a button from the Insert ribbon.
- Choose a shape and format its color and text.
- Use the Button Tools format pane for styling.
- Make it clear and intuitive to click.
- Good design improves user experience.
- Consistent styling makes your report look professional.
Action Assignment
- Select your formatted button.
- Go to the Format button pane.
- Turn the Action toggle to On.
- Set Type to Bookmark.
- Select the bookmark you want to link.
- Test the button to ensure it works.
Pro Tips
- Use the Selection pane to name objects clearly.
- This makes managing visibility much easier.
- Group related bookmarks for better organization.
- Utilize the Bookmark pane to arrange order.
- Always test all navigation links thoroughly.
- Small details make a huge difference in usability.
Your Turn to Build
- Start simple with two bookmarks and a button.
- Practice creating a show/hide toggle for a visual.
- Build a basic navigation menu between pages.
- Experiment with different button styles and actions.
- Review existing reports for improvement opportunities.
- Transform your next report with interactivity.