All language subtitles for 19. Using Power BI Report Bookmarks

So now that we've talked about drilled through filters the concept of bookmarking should come pretty

naturally.

Now consider a case like this where we've got a dashboard and we've been filtering and exploring it

in different ways.

In this case we noticed that Q4 sales were particularly strong in the Portland market.

What we can do is activate or bookmarks pane from the View tab and create a new bookmark to lock in

this view lock in the filter settings and name it.

Q For Portland sales what that will allow us to do is link any other object in our file in our report

back to this specific view.

So no matter what the current filter settings are on that page they would recalibrate to match how those

filters were defined when the bookmark was created.

So a really useful and relevant case study for using bookmarks is something like this.

You could create a new page in your report specifically dedicated to something like key insights and

recommendations.

And this is where you can capture those findings that you've uncovered as you've been exploring your

data.

In this case or second Insight says Portland sales were strong and Q4 led by high top Ebony and Redwing

brands.

And then what we've done is insert those buttons those little eye info icons and we've linked them to

specific report bookmarks using the object action properties.

So this creates incredible opportunities not just to present data not just to show charts and graphs

but to build a story and actually create a meaningful narrative from that raw data because at the end

of the day that's what analytics is all about.

It's not about writing code.

It's not about crunching numbers.

It's not about memorizing formulas syntax it's about deriving meaning and context from the data and

more importantly using it to make real change.

So I absolutely love the bookmarks feature.

Let's head back to our power be-I report and try this out in our adventure works dashboard.

All right.

So there are a number of places where we could potentially use bookmarks here.

But as a demo let's create a button or bookmark that links from our executive summary straight to our

product detail page.

And we're not going to do anything fancy in this case Makena not going to pre-filter to any specific

view because we already have that drilled through functionality in place.

But let's head to our product detail tab.

We're going to go into view show the bookmarks pain and all we need to do is add a bookmark from here.

And let's go ahead and double click to name it product detail just to match the name of the tab.

And for now it's as simple as that.

We can close that bookmarks pain go back to our executive summary and let's create a little bit of space

right down here beneath our matrix and we're going to add a button and a little text box that basically

says OK if you're interested in this product level info then click this link and I'll drive you straight

to even more product detail on that second tab.

So what we're going to do here is head to the Home tab.

Or in insert text box first and got a lot of stuff.

So it's kind of tough to manage or shapes at this point.

There we go and let's just type something like You product detail and make it bold italic maybe a size

18.

OK.

Details don't really matter here and we're just going to drag it right under here.

Beneath that matrix view and because we can't link a text box to a bookmark There's no actions pain

here that we can use.

We'll just need to insert something else whether it's a shape or an image or button so buttons give

us some interesting options.

We've got arrows back buttons info buttons help buttons and so on.

So let's go with this little info box here.

And just click and drag it right next to a text that says View product e-tailer.

And now we get this action dropdown in the visualisations pane that popped up when we selected the object.

And within the actions drill down we can activate it and say this is a bookmark and the bookmark that

we want to drive to is our product detail bookmark and that's it.

We have set up and enabled our bookmark.

All we need to do to test it is control click and there we go.

Takes us right to our bookmark page and remember that back button that was created when we added that

drill through filter automatically.

Well if you select it and look at the pain you can see that automatically an action has been activated

in this case it's a back button.

So we don't need to create a new one here we can reuse this one.

And I'll take us right back to our executive summary.

So again yet another example of a really really powerful yet intuitive tool in power be-I and you'll

see this time and time again once you develop those fundamental skills and understand how this tool

is working which if you've stuck with the course up to this point I hope you have then you've got some

incredible power at your fingertips here.

Speaking of which.

Next up I'm going to give you a little taste of parameters which are going to take things to a whole

new level.

Stay tuned.