Through the use of such Power BI features as buttons, bookmarks and the selection pane, you can you create interactive reports where users view information only when needed. This makes the report easier to read and navigate, while also improving the overall user experience. Here’s how you can add interactive buttons to your Power BI report:
Step 1: Adding Buttons to your Workflow
- Go to the ‘Insert’ tab in the top menu.
- Select ‘Text Box’ to add a textbox to your workflow.
- Select ‘Buttons’ to view the dropdown menu and add the back and information button to your workflow.
Step 2: Enable Bookmarks and Selection Pane
- Go the ‘View’ tab in the top menu.
- Select ‘Bookmarks’ and ‘Selection’ to add them in your workspace.
Step 3: Add Bookmarks
- Within the Bookmarks pane, click ‘Add’ twice to create two bookmarks.
- Rename the bookmarks to indicate their purpose. For this example, ‘Show Information’ will display the information text box and the back button. ‘Hide Information’ will hide the information text box and show the information button.
Step 4: Set Bookmark Views
- Hide the selections you don’t want to be seen in the bookmark
- Select the options and right click on the bookmark to view the options
- Select ‘Selected Visuals’ within the drop-down menu
- Click ‘Update’ to save the view
- Repeat for the other bookmark
Step 5: Add Actions to the Buttons
- Select a button within the Selection Pane.
- Within the ‘Format Button’ pane, turn action to on.
- In the ‘Type’ dropdown, select ‘Bookmark’.
- In the ‘Bookmark’ dropdown select the desired Bookmark. (‘Show Information’ for the Information Button, ‘Hide Information’ for the back button)
- Repeat for the second button
The buttons in the Power BI report are now fully functional, allowing the user to toggle the visibility of the text box. An optional step is to ensure that both buttons are the same size and positioned so that they overlap with each other. This enables them to occupy the same space on the report, making it easier for users to switch between views.
