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Using bookmarks and buttons for navigation

Using bookmarks and buttons for navigation in Power BI allows you to create interactive experiences within your reports, guiding users through different views and sections. Let's walk through how to use bookmarks and buttons for navigation:


Step 1: Create Bookmarks

Navigate to the "View" tab:

    • Open your report in Power BI Desktop and navigate to the "View" tab.

Create Bookmarks:
    • Select the elements (visuals, slicers, shapes, etc.) that you want to bookmark.
    • Click on the "Bookmark" button in the "View" tab or right-click and select "Add bookmark".
    • Name your bookmark and ensure the "Data" and "Display" options are selected if you want to capture filter states and visual display states.

Repeat for Additional Views:
    • Create bookmarks for each view or section of your report that you want to navigate to.

Step 2: Create Buttons

Insert Buttons:

    • Go to the "Home" tab and click on the "Buttons" dropdown in the "Insert" group.
    • Choose the button shape you want to use and drag it onto your report canvas.

Customize Button Text:
    • Double-click on the button to enter text mode and type the name of the view or section it represents.

Add Action to Button:
    • With the button selected, go to the "Action" dropdown in the "Visualization" pane.
    • Choose "Bookmark" and then select the corresponding bookmark you created for this view.

Repeat for Additional Buttons:
    • Add buttons for each view or section of your report that you want to navigate to, and assign the appropriate bookmarks to each button.

Step 3: Test and Refine

  1. Test Navigation:

    • Switch to "Reading" mode in Power BI Desktop or publish the report to the Power BI Service to test navigation.
    • Click on the buttons to navigate between different views and sections of your report.

  2. Refine as Needed:

    • Refine the layout, formatting, and interaction as needed based on testing and feedback.

By using bookmarks and buttons for navigation in Power BI, you can create interactive reports that guide users through different views and sections, making it easier for them to explore and analyze the data.

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