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mecr123
Frequent Visitor

How to jump to another form when I click on a field

I am wondering how can I do the following

 

I am showing customer information in the matrix visual – customer name and invoice value. I have a hierarchy set up so that when I click on a customer their invoice details display in the drill down on the screen. This all works fine.

 

So what I would like is that when the user clicks on the invoice ID a new form will display. This will be the actual invoice itself.

 

The questions are

  1. Can I display a new form when I click on a field, in my case the invoice ID
  2. How would I design(what visuals do I use) to be able to show an invoice form on the screen
1 ACCEPTED SOLUTION
v-danhe-msft
Microsoft Employee
Microsoft Employee

Hi @mecr123,

Based on my test, you could achieve the feature by using the “Drill Through” function, you could refer to below steps:

1.I have entered some sample data like the picture below.

1.PNG

 

2.Create a table visual in Page1 and page2.

2.PNG

3.Switch the Drill Through function on page2 and add the [ID] field.

3.PNG

Now you can right click the ID in Page 1 and drill through to the Page 2 to see the detail sales.

4.PNG

Reference: https://docs.microsoft.com/en-us/power-bi/desktop-drillthrough

 

You can also download the PBIX file to have a view.

https://www.dropbox.com/s/peqi4xy0oe0nzxc/How%20to%20jump%20to%20another%20form%20when%20I%20click%2...

 

Regards,

Daniel He

 

Community Support Team _ Daniel He
If this post helps, then please consider Accept it as the solution to help the other members find it more quickly.

View solution in original post

1 REPLY 1
v-danhe-msft
Microsoft Employee
Microsoft Employee

Hi @mecr123,

Based on my test, you could achieve the feature by using the “Drill Through” function, you could refer to below steps:

1.I have entered some sample data like the picture below.

1.PNG

 

2.Create a table visual in Page1 and page2.

2.PNG

3.Switch the Drill Through function on page2 and add the [ID] field.

3.PNG

Now you can right click the ID in Page 1 and drill through to the Page 2 to see the detail sales.

4.PNG

Reference: https://docs.microsoft.com/en-us/power-bi/desktop-drillthrough

 

You can also download the PBIX file to have a view.

https://www.dropbox.com/s/peqi4xy0oe0nzxc/How%20to%20jump%20to%20another%20form%20when%20I%20click%2...

 

Regards,

Daniel He

 

Community Support Team _ Daniel He
If this post helps, then please consider Accept it as the solution to help the other members find it more quickly.

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