Team Performance vs. Target - with BOOKMARKS and TOGGLE

Are we going to reach the TARGET and receive our bonuses for 2017? With the year-end approaching, I want to share with my team on a daily basis, how we are scoring against the target, where we...

Bookmarking

pawel1
8 years ago
you mean Link option? You will find the Link option under FORMAT IMAGE - ACTION.

In the below example:

1. click 'Biondi' picture

2. select Format Image - Action - Bookmark / Biondi to link 'Biondi' picture to 'Biondi' bookmark

hope it helps. or is your questions really about Title option?
pawel1
8 years ago
Alternatively to Bookmark you can use DRILLTHROUGH. similar result but faster, you only need to remember to rightclick instead of click. the way I do it:

1. import a table with Names + URL Image link

2. Create Front Page (with names + URL) and Detail Page

3. Setup Drillthrough option on Detail Page

4. rightclick Name to Drillthrough...

Filtered Detail Page opens

hope it helps

Anonymous

Not applicable

8 years ago

How are you creating the toggle visual/slicer?

pawel1
Kudo Kingpin
8 years ago
With TOGGLE you can switch between two (or more) visuals. In my example I switch from matrix to scatter, but could be any visual:

Find or create two toggle images, one with RIGHT, one with LEFT switch

Insert a matrix chart. Copy-paste matrix and change to scatter. Place scatter on top of matrix, you will have both visuals in the same place

Insert the two toggle images, place LEFT image on top of RIGHT image, you will have both images in the same place

Open Selection Pane (View – Selection Pane) and make the following settings:

Show RIGHT, show MATRIX, hide LEFT, hide SCATTER; save as bookmark (View – Bookmarks Pane – Add), name it MATRIX

Show LEFT, show SCATTER, hide RIGHT, hide MATRIX; save as bookmark named SCATTER

Link the LEFT image to the MATRIX bookmark (Format Image – Link – Bookmark – MATRIX)

Link the RIGHT image to the SCATTER bookmark

Done. Use Ctrl-Mouse (in PBI Desktop) to switch between both visuals
- manu_cosmos
  Frequent Visitor
  8 years ago
  Simple explanation..appreciate your time
- cjgibson
  Regular Visitor
  6 years ago
  In the note here (and in my version I created) you mention the CONTROL + Click to activate the toggle, but in the demo above it seems to work with just a "CLICK" with no control (which is much more intuitive). Am I missing something?