Clicking visuals navigating to another page?

[AC23VM]

Hi there.  I'm not entirely sure how to word this question, so please bear with me...!  I'm working with a data set related to customer journeys within particular areas of a business.  Each of these journeys has a summary associated with it, which is a large paragpraph of text. 

For the sake of argument, say I have a Visuals Page and a Summaries Page.  The Visuals Page is a typical array of bar charts, matrices, slicers, etc. that stakeholders can use to display the data pertaining just to their business areas.  The Summaries Page is a table of all the journeys and their associated summary paragraphs.

Team 1 wants to look at how many vulnerable customers their business area dealt with in a certain month.  They can do this on the Visuals Page, of course, by clicking elements of visuals, using slicers, etc.  However, I want to know if there's a way to sync their selections on the Visuals Page with the Summaries Page, and then navigate them to those journey summaries.  In other words, when Team 1 makes a selection on the Visuals Page, it somehow shoots them off to the Summaries Page, filtered to show the vulnerable customer journeys they want to see.  Sort of like a button that navigates to an appendix.  

I hope that makes sense.  More than happy to clarify!

[danextian]

Hi @AC23VM 

It actually depends on what you want to show in the summary and the available options may not perfectly fit your use case.

• To carry filters from one page to another, consider using drillthrough pages (which can be hidden). However, this won't work with a simple button click. Instead, the user must right-click a visual element, choose the drillthrough option, and then select the desired drillthrough page (as there may be multiple options). The filters passed to the drillthrough page will include the category of the selected visual element and may also incorporate other filters from the originating page.

• If you want to display a completely different set of visuals, either independent of slicer selections or based on active filters from other visuals, use bookmarks. Bookmarks allow you to toggle the visibility of specific visuals with a button click or navigate to a different page (which can also be hidden).

[AC23VM]

It's hard to explain without a visual example, but it's all protected data so I can't share it...

Imagine I have a bar chart with dates as the X axis and the volume of journeys as the Y Axis.  The legend is Team 1, 2 and 3.

Team 1 are interested in the count of journeys that their team did in November.  So, they can use slicers to display the bar chart as just November and just their team.  From there, they want to know which journeys are in that selection, i.e., to navigate to another page that contains those summary paragraphs in a table I mentioned earlier.  

I only know drill throughs to move through layers of a chart, for example, not to navigate to a totally different page.  I also don't know how bookmarks work..

[danextian]

A bookmark saves a state of your report - filters, visual hierarchy, visiual visibility or simply just the page itself (which is tantamount to navigating to it with a click of a button). But if you simply just want to navigate to another page, you can sync a slicer across the relevant pages and use page navigation buttons to switcth to another page. You get to include the relevant pages even if they're hidden.

This sample report uses both bookmarks and navigation buttons - https://community.fabric.microsoft.com/t5/Data-Stories-Gallery/Pok%C3%A9DAX-Pokemon-x-Power-BI/td-p/... 

[AC23VM]

Thanks @danextian.  I think a drill through page is probably my best bet.  I've set one up now, but I'm having a bit of difficulty understanding how it works.  I keep reading about people hiding the page, and so on.

I have grading columns in the Visuals Page bar chart, which I'm using as the drill through to the Summaries Page table.  Once I right click to drill through, though, it saves various filters, so I can't just go back to the Visuals Page and drill through another part of the gradings columns.  What's the best way to go about this?  Some kind of clear drill through filtters button, that works without removing the 'drill through from' filter?

[danextian]

If you toggle this one on, it will  carry all filters. Turn it off so only the category from the visual is carried through

[AC23VM]

Sorry, I want it to keep the filters when drilling through.  But then I want to take them off when going back, so I can do a new drill through.  The only way I can figure out how to do that right now is by manually clearing all the filters on the table visual, bar the 'drill through from.'

[danextian · Accepted solution]

Try a bookmark that navigates to another page and resets that page to a specific state. That bookmark is to be assigned to the back button in the drillthrough page.