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Bookmarks and Tooltips Demo

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Overview
Difficulty
Intermediate
Duration
32m
Students
61
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5/5
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Description

This course covers the features in Power BI that allow you to enhance the functionality of your reports to improve the user experience.

Learning Objectives

  • Create bookmarks and tooltips on your Power BI Reports
  • Edit and configure interactions on visuals, apply sorting, use sync, and drill through and cross filter data on your visuals
  • Learn about report navigation, including how to use the selection pane, export data, and design your reports for mobile devices

Intended Audience

This course is intended for data analysts or anyone who wants to create more meaningful reports using Power BI.

Prerequisites

To get the most out of this course, you should already have an understanding of how data interacts with Power BI reports and as well as how to create reports and edit visuals.

 

Transcript

So now that we've got an understanding of what bookmarks are in Power BI, let's go through and make some. So, first thing we're going to want to do is open the Bookmarks pane. To do that, we select 'View' at the top and click 'Bookmarks'. Let's add a bookmark for our starting point. We'll rename it by clicking 'Rename' and we'll call it Start. So, next thing we're going to do is apply some filters. So, let's just filter to only show Canada and France, and then we'll add another bookmark and we'll rename that C & F for Canada and France. So then, let's go to a different page.

Let's just go to our Page 1. And we will click here to show that and we'll also do a filter on the date. We'll go relative date in the last... five years and apply that filter. We might click on one of these ones that have a bit of stuff on it, and then we'll add another bookmark, and we will call that filtered. So, now you can see we've got our three bookmarks. So, we can actually navigate these bookmarks by clicking on them. So, you can see click start. Now, this is back to a default view, this set our report back to how it was at the start. If we go C & F, you can see now that's taking us back to the same view that we were at when we added the bookmark.

So, if I go back to start, back to C & F, it's changed the filter. So, you can see here, we click on that, the filter is different compared to this. And if we click on this one, this will take us back to the other page and apply the filters that we had selected. So, you can see here that's selected again, as well as here, the relative date is the last five years. Let's say I undid that filter and then I'll go unfiltered. So then we go there, we have our filter. We go here, we are unfiltered. And if we want to go back to the starting point, we can go start. So, that's basically how you add and navigate around with bookmarks. So, that's quite simple, quite easy to do.

As we said before, so we've shown now how you can bookmark different pages. As you can see different page, also how we've changed filters like so. We can also spotlight an object. So, let's say we're over here on our unfiltered table, we could also spotlight an object. So, let's say I wanted to spotlight this object, so now that's highlighted and we wanted to add a filter and call that Spotlight. So, you can see here now we've got unfiltered and now we've got Spotlight. So, you can see that really highlights what we want to see on there.

So, another thing we can do is actually update an existing bookmark. So, let's say on here, we wanted to change this bookmark to also include Mexico. We can then click on the C & F one and say Update. And now, what will happen is, when we click on C & F, it will now show Mexico as well because we've updated it. So, if I click start, go back to C & F, it now shows Mexico, and that is because we updated the bookmark. So, to update a bookmark, you just go Update and it will update that bookmark with your current view.

Now, there are some other options here. So, these tick boxes show what is saved on your bookmark. So, you can see here we've got our data display and current page saved. So, the Data option determines whether the filter sort and drill state of the page is saved in the bookmark. By default, this option is selected. If you don't want these things to be saved in the bookmark, you can untick it. So, what that will mean is, let's say we untick the data, it would remember the page that we're on, but doesn't remember any of the filters; the drill or the sort states.

So, we've also got the display option, which is also selected by default. Now, this option determines whether the bookmark saves the visibility of the visuals. This setting can be useful when you only want to change filters on your bookmark without changing any of the visibility of your visuals. And current page, basically what it sounds like, this remembers what page you're on. So, if you untick to the current page on your bookmark, when you clicked the bookmark, it would then change all of the data, change the display, but it wouldn't change the page you're currently looking at.

The All Visuals option determines whether the bookmark is applied to all of the visuals or selected visuals only. So, if we clicked 'Selected Visuals', that means this is only applying to this visual here that we have selected. If we click 'All Visuals', it's applying to all of the visuals on the page. This page isn't a very good representation because it only has one visual. So, let's show you what I mean. If we go to Page 1, we will filter this visual by Canada only. And now let's add a bookmark, call this Canada, and we'll apply it to only the selected visuals.

So, what we can do on here is also filter this by Friday. If I go back to filtered and then select Canada, you can now see that has changed, but it hasn't applied any of the filters here. So, that's basically what you can do with bookmarks. So, like we said earlier, they are quite useful if you do want to highlight a story. So, let's say we wanted to highlight Canada's revenue. For example, we could have Canada here also applied to Canada here, and then you could have another button for Germany's information and another button for Mexico's information. But like everything in Power BI, it all relates back to the use case and what you want the user experience to be.

So, now that we've covered bookmarks, the next thing we're going to jump into is creating custom tooltips. So, out of the box, Power BI comes with default tooltips. So, you can see here if I hover over, it says some default tooltips. But we can take this a step further and create custom tooltips for each visual. This can be useful to provide additional context for the data point and allow you to use your page real estate more effectively. So, you can see here that we've got our revenue-by-country bar chart here. What we're going to do is change the tooltip.

So, instead of having this default thing that says the country and the actual revenue number, we're going to show a trend line over time for that country. So, it will pop up when we hover over it with our custom tooltip showing the trend line over time. So, the first thing we're going to need to do is create a new page and we will go over to the format page option and go into 'Page Information'. We will call this Trend Tooltip and we'll turn the Tooltip setting on for the page format. So, this means this whole page is available as a tooltip.

The next thing we're going to do is set our page type. So, as you can see at the moment, it's 16 * 9, which is a full page page. Instead of that, what we're going to do is set it to tooltip. Now, you can see our actual page area has shrunk. So, you use this, so when you hover over, it's not massive, it's just going to be the size of a tooltip. So, now that we've set our page size to the tooltip, the next thing we're going to do is actually add in our trend line. So, if we add in our line chart, we might make this so it fits the whole lot. And because we're going to want to do the trend over time, we will then add date and revenue.

So, now you can see here's our revenue trend over time. Now, this is for all countries. You can see when I hover over it, it's already defaultly picked up this other one. So, let's go back to this page that we want to set, and you can see here our tooltip is still the default tooltip. So, to set our trend tooltip, we're going to select the visual. Going to format visual, we'll scroll down to the Tooltip option. And so our tooltip is a report page and we will set it to trend tooltip. So, now what should happen?

When we hover over, so you can see here this is our revenue by year for Germany, here's our revenue by year for France, Mexico, and so on for Canada. So, as you notice, it does change that tooltip based on what you're hovering over. So, the filters do change dynamically, Power BI is pretty good at automatically selecting them. Another thing to note is on the tool tip, you can use any page size you want to. We just select the tooltip because it makes it easier, but if you did want to use a different size, you could say 4 * 3 and see how the tooltip now is massive. So, it is something to be aware of, you can use different sizes for these tooltip pages. But if you want it nice and small, I like using the tooltip page size because that is what it's designed for.

 

About the Author
Avatar
Jake Gardner
IT Manager
Students
581
Courses
5

Jake is an IT manager for a managed services company that works with small- to medium-size businesses and manages their IT. He mainly works with a Microsoft Stack, from Servers to Microsoft 365 & Azure. He also specializes in business process improvement helping businesses to leverage technology to speed up their workflows. Jake really enjoys testing out new technologies and seeing what they can do. Outside of work he enjoys kayak fishing, gardening, and going to the gym.