Linking documents

Hi PPars2025 

Power BI does not support adding hyperlinks directly to points on a chart. However, there are user-friendly ways to link an employee's audit document to their score:

Two Practical Options:

1. Table Next to the Chart: Clicking on a point in the chart can filter a table that includes the relevant row, where users can access the document link.
2. Drill-through: Users can click on a point in the chart and navigate to a drill-through page that contains the related document link and additional details.

Technical Requirements & Limitations:

• The dataset must include a column containing the document link at the required level of granularity (e.g., per employee or per scoring event).
• If the documents are stored in OneDrive or SharePoint Online, ensure the links are publicly accessible or that users have the necessary permissions. Power BI does not handle authentication for these links, meaning users may need to log in separately when clicking them.
• Power BI Service may handle different types of URLs differently. Some may open in a new browser tab, while others may not be clickable depending on security settings.

UX Perspective:

Navigating back and forth between a chart and an external document can create cognitive overload. Users may forget the context of what they saw in the chart once they open the document, and switching back can be disruptive.

Recommended Approach:

Instead of relying on external links, consider integrating key insights from the documents into the dataset so they can be displayed directly within the report. This way, users can access relevant information without leaving the Power BI environment.