Power BI Buttons and Toggles, Multiple toggle panels on one page

  • 18th November 2019
  • Microsoft
  • Debbie Edwards

This post uses Power BI Buttons and Toggles, Changing toggles to grouped images as a starting point.

There are 3 toggles moving through hidden visuals, with pie as the starting point...

with groupings of 'Toggles on' and 'Toggles off' with toggles hidden based on what bookmark we are on.

Say we wanted to add another panel on the page with three other visuals.

First, we need to update the page and our Bookmarks and selections.

We need to make space for the 2nd panel.

Move the grouped toggles, Text and make each visual smaller: With 'Pie Bookmark' selected, Move 'Toggle On' group and 'Toggle Off' group. Move the toggle text. You don’t need to update the bookmark because we haven’t yet amended anything in the selection.

Click on 'Funnel'. The toggles are already done so make the funnel visual smaller. Do the same with the Map. Now we are ready to make some changes to the selections. 'Toggle One' Rename to 'Panel 1 Toggles on'. On 'Toggle Two' rename 'Toggle off' to 'Panel 1 Toggles Off'.

Lets group the Visuals for Panel 1 also. With CTRL held down select the 3 visuals. Then right-click on the pie chart and select group. Rename to 'panel 1 visuals'.

Open up this grouping and note that the correct visuals are still hidden when you select each bookmark.

Finally, let us rename the bookmarks we have to include Panel 1.

We are now ready to implement panel 2.

We've added 3 new visuals. A line chart, TreeMap and a Card. We will start with the line chart then TreeMap and Finally the Card.

In 'Selection' order them and renamed them 'Line Chart' and 'TreeMap'. Next put them on top of one another.

then selecting all three by holding down the ctrl key. Clicked on the visual and chosen 'Group', then renamed it Panel 2 visuals.

Note if you move things in the selection pane with your groupings open, they seem to get added to the grouping above them. If you move objects, close the groupings first.

Next, we want to add 3 more bookmarks. Call them 'Panel 2 Line Chart', 'Panel 2 TreeMap', 'Panel 2 Card'.

Within Bookmarks … Line Chart should have data ticked, the other 2 should have data unticked as per our previous bookmarks.

Next, we want the 6 toggles (3 On and 3 Off). Let us add the 'On' ones first. The same images from part 1 of this post will be used.

Call the 3 'On' buttons, 'Line On Img', 'TreeMap On Img', 'Card On Img'.

Again we can group the Panel 2 Toggles On.

Next, add the 3 'Off' buttons over the 'On' buttons. At this point, it's really good to get the images in exactly the same place and size as the on buttons.

Call the 3 'Off' buttons, 'Line Off Img', 'TreeMap Off Img', 'Card Off Img'.

Select, Group and call them 'Panel 2 Toggles Off'.

Finally, add your panel 2 text box.

You now have everything you need to get started to show and hide bookmarks.

However, you only want to show and hide visuals against the panel 1 bookmarks. You don’t want any changes you make in panel 2 to affect panel 1.

We now need to change every single bookmark from 'All Visuals' to 'Selected Visuals'.

Let us go through each bookmark and ensure that the right information is set. Click on Panel 1 Pie bookmark. The only Selection groups that matter are Panel 1 Groupings. Close all the Panel 2 groupings in the selection pane.

Note that all the right visuals are hidden because we have already sorted out this visual.

Close all Panel 1 Groups.

With CTRL held down select 'Panel 1 Groupings' containing all the visuals. Then Select '…' against Panel 1 Pie Bookmark and 'Update' visuals. Because it's now against selected visuals only Panel 1 Groupings will be affected.

Open up Panel 1 Panes and Move to Panel 1 Funnel.

Note that you now have to recreate shown and hidden visuals for 'Funnel'. Again with The Panel 1 groups selected Update the Bookmark (Selected Visuals Update).

Next Click on Panel 1 Map. Again, note that you have to recreate all the selections.

And again with Panel 1 Groupings selected Click on Save. You can now click on each bookmark and note that panel 1 changes. Panel 1 is working.

Time to move to Panel 2. Close all Panel 1 groupings under Selection and Open Panel 2.

First settings for the Line Chart; 'On Toggles hidden' for 'TreeMap' and 'Card'. 'Off Toggle' Hidden for Line Chart. 'Treemap' and 'Card visuals' are hidden.

With Panel 2 groups selected. Update Panel 2 Line Chart Bookmark.

Now Set up Panel 2 TreeMap Bookmark.

Then Panel 2 Card Bookmark.

Finally, We need to make sure that all our Buttons are active. This is relevant for everything in Toggles Off panel. 

We know that all our Panel 1 'off' buttons go to the right place because we set this up in the last blog so let us do Panel 2 Toggles Off. We have the Line Chart Bookmark selected so for both 'off' none hidden visuals, set the action to the appropriate Bookmark.

We need to move to another bookmark to do 'line' because it is off. Move to Panel 2 TreeMap. From here, click on 'Line Chart Off Img' and Set the Action in Format to Panel 2 Line Chart.

Note. If you forgot to save at any time. Simply, Highlight the panels. Ensure the correct images are shown and hidden and then update. Always update with the Correct Groups selected.

Before Publishing, let us move to the bookmarks we want as our top bookmarks. Click on Panel 1 Pie Bookmark.

Click on Panel 2 Line Chart. And Publish.

Go to Power BI Service and check that it's all working.

 

Great, we now have two toggle panels. Both Work.

Just remember, Add everything into groups;

Panel 1 Off Images

Panel 1 On Images

Panel 2 Off Images

Panel 2 On Images

Panel 1 Visuals

Panel 2 Visuals

Ensure Selected Visuals is selected in Each Bookmark. Ensure Actions are set on the correct visuals to move to the selected Bookmark Whenever you update, ensure the groupings are Selected.

If this guide was useful, and you feel you would benefit from further training, our Power BI Training Course can help you develop your practical knowledge and skillset.

If your organisation would like more information on Power BI and how to get started download our quickstart PDF below, designed to provide you with relevant actionable dashboards and the internal skillset to use them, or call us on 01246389000 or email us on enquires@peakindicators.com to discuss the opportunities Power BI and Azure can create for your business.

 

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