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julsr's avatar
julsr
Icon for Continued Contributor rankContinued Contributor
7 months ago
Solved

Create Buttons for Drill Down

Hi everyone!

 

I have a line chart with a date hierarchy, and I would like to use buttons instead of the default drill-down lines/arrows to go to the next level. Is this possible? Here is an example of what I expect:

 

This is what I have

Thanks,

Julian

 

 

  • 1) Create one visual per level

    Create four visuals, all using the same measure:

    Visual

    X-Axis

    Chart – Year

    Year

    Chart – Quarter

    Year > Quarter

    Chart – Month

    Year > Month

    Chart – Week

    Year > Week

    Use the SAME size and position for all charts and stack them exactly on top of each other.

     

    2) Hide all visuals except ONE

    Open Selection Pane:

    • Hide:
      • Quarter chart
      • Month chart
      • Week chart
    • Leave Year chart visible

     

    3) Create bookmarks 

    Create 4 bookmarks:

    Bookmark Name

    Visible Chart

    BM_Year

    Year chart

    BM_Quarter

    Quarter chart

    BM_Month

    Month chart

    BM_Year

    Week chart

     

    For every bookmark:

    • Data → OFF
    • Current page → OFF
    • All visuals → OFF
    • Selected visuals → ON

     

    4) Configure each bookmark properly

    Example: BM_Month

    • Show Month chart
    • Hide Year / Quarter / Week charts
    • Update bookmark

    Repeat for all.

     

    5) Create navigation buttons 

    Insert → Buttons → Blank

    Create buttons:

    • Year
    • Quarter
    • Month
    • Week

    Button action:

    • Type: Bookmark
    • Bookmark: corresponding BM

7 Replies

  • Hi, 

     

    Unfortunately, Power BI does not currently support automatically triggering a drill-down via a button. When the hierarchy is changed through the slicer, the matrix visual always resets its drill state, and there is no way to control or persist that behavior programmatically at this time.

     

    If in your situation, I would find a way to guide my users or if i have to, as a workaround I would create separate matrix visuals for each required drill level and use bookmarks and buttons to toggle between them. 

  • Hi julsr 

     

    Power BI doesnt currently support actions for drilling down into the hierarchy. You can use bookmarks to change a chart's display and assign these bookmarks to your buttons. This can become tedious as you'll need to create bookmark for each chart display especially if you intend to do this to multiple visuals. Alternatively, you can use field parameters to switch between dimensions - the visible dimension is controlled by a slicer.

    Let report readers use field parameters to change visuals

  • 1) Create one visual per level

    Create four visuals, all using the same measure:

    Visual

    X-Axis

    Chart – Year

    Year

    Chart – Quarter

    Year > Quarter

    Chart – Month

    Year > Month

    Chart – Week

    Year > Week

    Use the SAME size and position for all charts and stack them exactly on top of each other.

     

    2) Hide all visuals except ONE

    Open Selection Pane:

    • Hide:
      • Quarter chart
      • Month chart
      • Week chart
    • Leave Year chart visible

     

    3) Create bookmarks 

    Create 4 bookmarks:

    Bookmark Name

    Visible Chart

    BM_Year

    Year chart

    BM_Quarter

    Quarter chart

    BM_Month

    Month chart

    BM_Year

    Week chart

     

    For every bookmark:

    • Data → OFF
    • Current page → OFF
    • All visuals → OFF
    • Selected visuals → ON

     

    4) Configure each bookmark properly

    Example: BM_Month

    • Show Month chart
    • Hide Year / Quarter / Week charts
    • Update bookmark

    Repeat for all.

     

    5) Create navigation buttons 

    Insert → Buttons → Blank

    Create buttons:

    • Year
    • Quarter
    • Month
    • Week

    Button action:

    • Type: Bookmark
    • Bookmark: corresponding BM
    • julsr's avatar
      julsr
      Icon for Continued Contributor rankContinued Contributor

      Thanks everyone for the answers! I was also thinking of using Bookmarks so this approach is the one that I consider could achieve what I need.

       

  • Anonymous's avatar
    Anonymous
    Not applicable

    Hi julsr ,


    Thank you @ pankajnamekar25 for the response provided!

    Has your issue been resolved? If the response provided by the community member addressed your query, could you please confirm? It helps us ensure that the solutions provided are effective and beneficial for everyone.

    Thanks, 
    Tejaswi.