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

pawel1

Kudo Kingpin

8 years ago

Glad you like it. The 5 images on the front page are simply linked to respective 5 BOOKMARKS.

Once you have your Main Page (with KPI's for a single sales rep) working, clone it by creating bookmarks for each sales rep. In the Bookmarks Pane (View --> Bookmarks Pane) you should see 5 bookmarks named after sales reps
On the Front (Selection) Page, INSERT IMAGES (Home -->Image) of the 5 sales reps
LINK each image to a respective Bookmark (Format Image -->Link -->Bookmark)

Done. Use Ctrl+Mouse to see report for a selected sales rep.

Anonymous

Not applicable

8 years ago

Somehow the feature to enable Bookmark is not available in the latest version of PBI Desktop. Is there a workarund for this as i'm trying to create similar visualization?

Any help would be really appreciated!

pawel1
Kudo Kingpin
8 years ago
indeed, the place to enable bookmark (by clicking on a picture) has changed. It's no longer under 'LINK' but under 'ACTION' and you find it in the FORMAT IMAGE pane

hope it helps.
- Anonymous
  Not applicable
  8 years ago
  Hi Pawel,
  
  I do not have the ""ACTION" option under "FORMAT IMAGE". Here is a screenshot:
  
  Let me know if I'm missing something here. As i have checked in the "OPTIONS" > PREVIEW FEATURES every box is checked except Spanish language. As i'm unable to enable "Bookmark Pane" under View.
  - pawel1
    Kudo Kingpin
    8 years ago
    seems like you have an older version of PBI Desktop. check which version you have under Diagnostics:
    
    File -> Options and Settings -> Options -> Diagnostics
    
    if it's not April 2018 or later, you need to upgrade. only then you will enjoy the full power of the bookmark function.