Dynamic Visuals using Buttons

Visuals with Button and Tabs

Sometimes, we want the users to see different metrics, but do not want to take up too much space on our page. The scenario we are going to walk through is how to build just one visual (in this case a bar graph). It will include a toggle that allows the user to select their desired calculation, either the sum of Volume, Dollars or Margin.

Final Solution

With buttons, we can change specific visuals on a page. Recently, with the release of conditional formatting on titles and backgrounds, we have some new methods to make this easier for the report author and cleaner for the report consumer.

The Build

Before we start, turn on the selection pane and bookmark pane. They can be turned on by clicking on the View ribbon and checking the correct boxes.

First, we’re going to create our control table. This will be a disassociated table. This table should not have any relationships to any of the other tables in our model. We just need to enter a numeric ID and a description of what we want.  Click on the Enter Data button found on the Home ribbon. Enter the following data as shown. Click the OK button to close the Create Table dialog box.

Now that’s set up, we can write our measure. This measure will see what is selected in the Number_ID column of our control table, then return the appropriate calculation. Use a switch statement to select the correct calculation. Create the following measure:

Selected Calculation = 
SWITCH(
  SELECTEDVALUE(Control[Number_ID])
   ,1,SUM(Sales[Volume])
   ,2,SUM(Sales[Dollars])
   ,3,Sum(Sales[Margin])
   ,SUM(Sales[Volume])
)

Note: See there is a default value listed in the switch statement. The default calculation means that if nothing is selected, SUM( Sales[Volume] ) will be returned. The default value is represented by the last property in the switch statement.

Time to set up our visual. Add a bar graph with Category on the axis and the new measure, Selected Calculation, in the values fields. Then add a slicer for the Number_ID column. The Number_ID column comes from the control table we added earlier.            

Switching the slicer can now change the graph to show the different calculations.

The next stage is to add three buttons to the top of the graph. In the Home tab of the ribbon, click Buttons and select Blank. Make sure the outline colors and outline width match on all objects, Buttons and chart outline.

Tip: Make sure you label your buttons in the Selection Pane. The selection pane can be turned on by clicking on the View ribbon and checking the box labeled Selection Pane. To Change the name of the button, double click the name listed in the Selection Pane. Giving a title (such as Button_Volume) will make it easily to see what visual items are on the page.

After this, it’s time to add the bookmarks.

The bookmark pane can be turned on by clicking on the View ribbon and checking the box labeled Bookmark Pane.

Step 1:

  • Select a value of 1 in the Number_ID slicer.
  • Select the slicer (and only the slicer) in the Selection pane.
  • Click “Add Bookmark” in the Bookmarks pane.

Step 2:

  • In the Bookmarks pane, right click the bookmark and rename it to Select 1.
  • Right click again, and untick “Display” and “Current Page”. Select “Selected Visuals”.

Now repeat step 1 and step 2, but do so with the values of 2 and 3 from Number_ID slicer. Name these bookmarks Select 2 and Select 3. You should finish with three bookmarks, each that filters Number_ID to a different value. You can test the bookmarks by clicking on them once in the bookmark pane.

On Button_Volume, assign the Select 1 bookmark (as Number_ID 1 refers to volume). To do this, click on Button_Volume in the selection pane. In the visualizations pane for this button, go to the property named “Action”. Turn it on, change the type to bookmark, and choose Select 1 in the dropdown.

Repeat for Button_Dollars and assign Select 2. Then for Button_Margin and assign Select 3. Now the buttons can change the graph, but it’s a bit hard to see what is selected.

Add Conditional Formatting

This is where conditional formatting can help us! Select Button_Volume in the selection pane. Then in the visualizations pane, turn on the background property, select the ellipsis and click conditional formatting

Here’s the settings we want:

This is going to apply a rule if the Number_ID selected is 1, to give the button a blue background. As there are no other rules, any other number selected will default to the white.

Now, apply the same steps to the other two buttons, but make the rule “If value is 2” for Dollars, and “If value is 3” for Margin.

To tidy up, hide the slicer and turn the visual headers of all buttons off. You can click on the eye next to the slicer in the selection pane to hide it.

Turn the visual headers off by clicking the button, then in the visualizations pane.

Great! Now the tab shows the selected button and correct measure:

To make it even clearer, apply conditional formatting to the title of the graph. On the graph, open conditional formatting. Set it to field value and use the type field in the control panel.

Using this control table allows for greater flexibility. We can add more calculations, easily edit them or even sync across pages, all without having to re-record any bookmarks.

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8 Comments

  1. Hi there,
    An alternative way is to create one table that hold the (3) results with extra column for types then one slicer that change the display eliminating bookmark. in addition to that you can create sub totals and total and store them in the same table which make power BI runs much faster
    Thanks,
    Oded Dror

  2. Thanks for the comment!

    Yes, you are right! I use the bookmarks as I think the buttons give me better options for styling and more features, and can better force a selection / stop multiple selections. Of course, it has a few more more steps, so it can depend on your use case!

    Sub totals is a great idea. Again, we have a trade off here – we may make it a little quicker but we would lose dynamic ability.

    Thanks for providing some alternate methods, I would love to hear mnore if anyone else has any!

    – Steve

  3. Hello,
    I tried to use bookmarks to show and hide filters but I had the following issue:
    after applying filter and hiding it, everything gets unfiltered again.
    Is there a way to keep the filters on?
    Thanks.

    • Hi SandraNery,
      I would check the following couple of things:
      First, make sure you have used a slicer visual, not a table. A slicer is the only way that the selection will get carried through when it is hidden. This is in the very bottom left corner of the visualizations box.
      Second, make sure that when you were recording the bookmark, you had the correct visual selected in the selection pane (it will be highlighted).
      Third, make sure you’ve assigned the correct bookmark to each button!

      Steve

  4. Nice solution, but isn’t it overkill?
    As presented, you could have used the slicer (but showing the description column) in horizontal format above the graph. Simpler, No need for buttons nor bookmarks (that give you more flexibility, but also much more work)

    • Hi Juan,
      Thanks for your comment – I love it when people can build on additional solutions! I use the bookmarks as I think the buttons give me better options for styling and more features, as it gives much better options to help fit in to the design of a report.
      By using buttons here, this also was about setting the groundwork for some great report features – we can expand these to use filter sets across columns or add even more features. Watch out for the upcoming blogs – we will dive deeper into this, keep your eyes peeled!
      -Steve

  5. Hello,

    Wat a very nice tip.

    I don’t understand how i can get the text in the buttons.

    With kind regards,

    Wim van der Linden

    • Hi W. J. van der Linden,
      Please:
      – click on the button
      – In the visualizations Pane, turn on “Button Text” (the first formatting feature available)
      – Type the text in the “Button Text” Box

      Thank you!
      -Steve

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