Using Bookmarks to Toggle Hierarchy Levels Across Multiple Visuals in Power BI

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  • Опубликовано: 2 авг 2024
  • Learn how to leverage bookmarks to seamlessly navigate between hierarchical time perspectives across multiple visuals.
    VIDEO CHAPTERS 🎥
    0:00 - Start of Video
    0:12 - Content Intro
    0:35 - Showing the Solution
    1:46 - Opening Bookmarks Pane
    1:59 - Opening Selection Pane
    2:46 - Creating the Bookmarks
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Комментарии • 31

  • @mcnater
    @mcnater 4 года назад +4

    Good call with Bookmarks. I come from the Qlikview world and this can be done easily with "Dimension Groups". I really hope PBI puts something like this in in the future. Great vid!

    • @jayalmendarez
      @jayalmendarez 4 года назад

      Do you have a video or website that explains how to do this dimensions. I'd like to change the x-axis for a chart by picking items from a slicer, Year/Month/Day. When I select the year it shows all the years in the x-axis, when I select month it shows all the emonths for the current year todays date, and when select days the xaxis shows all the days for the current month todays date

  • @nikolaidedenkov8414
    @nikolaidedenkov8414 4 года назад +1

    Interesting tip, thanks!

  • @Freddy-xn3my
    @Freddy-xn3my 3 месяца назад

    Thanks!

  • @nashiki4792
    @nashiki4792 2 года назад

    You save my day, thank you very much

  • @TinyKideo
    @TinyKideo 2 года назад

    Exactly, what I have been looking for and with similar example 😀😀. Thanks Havens you saved my day 👊🏼👊🏼

  • @BIGorilla
    @BIGorilla 3 года назад +1

    Great implementation of bookmarks. It really makes a difference from a user experience perspective. It feels a bit tedious sometimes to configure all, but it's worth it. 🙏

    • @HavensConsulting
      @HavensConsulting  3 года назад +1

      Agreed! Features are better for the end-user, not the developer with bookmarks, haha. But worth it!

    • @TinyKideo
      @TinyKideo 2 года назад

      Glad You're supporting this too ...

  • @joosthendrikx
    @joosthendrikx 4 года назад +1

    Hi Reid, I always like the buttons/bookmarks solution. What I find hard to use in this case is to have data enabled in the bookmark since it kind of limits the use of rest of the filters on a page. Hence I mostly end up with multiple charts to flip between. Something that does work well for something as easy as a calendar is the use of an unpivoted table. Then the Quarter,Month and Day became a value in a dimension and you can easily toggle between them

    • @HavensConsulting
      @HavensConsulting  4 года назад +1

      Hi Joost, good comments. One benefit of using selected visuals, is that even with data checked, any slicer selections or filters still won't be reset, as long as those visuals weren't selected upon bookmark states capture

  • @pedropaiva225
    @pedropaiva225 4 года назад

    Hi Reid,
    Excellent video! How Do you switch the chart title dynamically? I'm trying to change it on , but I can just select one title...

    • @Convivialranjan
      @Convivialranjan 4 года назад

      Through bookmarks selected visual and hide/show the visual on the selection month/day/quarter. (You need to create three visual)

  • @stevewilliams9753
    @stevewilliams9753 4 года назад +1

    Nice video. Will you also be making the .pbix available via your downloads page? Thanks.

  • @sandeepreddy7687
    @sandeepreddy7687 4 года назад

    What was the your title background color hex code?

    • @HavensConsulting
      @HavensConsulting  4 года назад

      Hi Sandeep, you can find that info in the file if you visit our files page.

  • @gayathrisunku98
    @gayathrisunku98 3 года назад

    Hi , Great video , how do I do the same across pages meaning , same function should repeat globally to all pages , is this doable ?

    • @HavensConsulting
      @HavensConsulting  3 года назад

      Unfortunately no, bookmarks just capture per page, not across all pages. The only work arounds I can think of for this would be too complex to explain in just a RUclips comment

    • @sunku1
      @sunku1 3 года назад

      @@HavensConsulting Thanks for your reply .

  • @RasmusBgelundChristiansen
    @RasmusBgelundChristiansen 4 года назад +1

    good solution - it is possible to create the same in dax though 🙂

    • @TinyKideo
      @TinyKideo 2 года назад

      Never know about DAX if you don't mind please share anylink I can use for references

  • @tienphamthanh5105
    @tienphamthanh5105 3 года назад

    Can I download this file, I can't see it in your website

    • @HavensConsulting
      @HavensConsulting  3 года назад

      It’s available to download from my blog files page on my website www.havensconsulting.net/blog-files

    • @tienphamthanh5105
      @tienphamthanh5105 3 года назад

      @@HavensConsulting I followed this link but It said I must to sign up and direct to your website but I can't see the sign up button. Pls help ! Tks u so much

    • @HavensConsulting
      @HavensConsulting  3 года назад

      @@tienphamthanh5105 click the words "Blog page" on the above link page. That is a underlined hyperlink. That will take you to my Blog Page, where the signup form access is on the right side.

  • @ricardodanielanaya7028
    @ricardodanielanaya7028 3 года назад

    Can we have a workaround applied to multiple pages?

    • @HavensConsulting
      @HavensConsulting  3 года назад

      Sadly with a bookmark implementation it only works per page for each bookmark. No way to capture across pages.

  • @praveenkumarkumawat7203
    @praveenkumarkumawat7203 3 года назад

    how to remove CTRL + Click to go bookmarks page link for click on button

    • @HavensConsulting
      @HavensConsulting  3 года назад

      Hi there. Control click will always be required when working in PBID. As it’s meant to make sure developers don’t accidentally activate a bookmark unintentionally. Once published though buttons only require a click (no control)