Create a Toggle Button in Power BI.
Adding a toggle button in Power BI is a straightforward process that significantly improves report interactivity. With just a few steps, you can create a professional-looking toggle that enhances user engagement.
Step 1: Setting Up Your Report
Open Power BI Desktop: Start with a blank report. You don't need any data for this demonstration.
Add Visuals: Insert a table and a pie chart to your report. This will be the content that the toggle button switches between.
Step 2: Creating the Toggle Button
Insert Shapes or Images: You can create a toggle button using shapes or images. For a more professional look, use images for the toggle states (on and off).
Align the Buttons: Ensure that both the on and off buttons are the same size and aligned properly for a neat appearance.
Step 3: Using Bookmarks
Access the View Tab: Click on the View tab and enable Bookmarks and Selection panes. This will help manage the visibility of your visuals.
Create Bookmarks:
For the On State: Hide the table and show the pie chart. Create a bookmark and name it "Toggle On." Ensure to uncheck the data option to avoid saving filters.
For the Off State: Hide the pie chart and show the table. Create another bookmark named "Toggle Off." Again, uncheck the data option.
Step 4: Assign Actions to the Toggle Buttons
Set Actions for the On Button: Select the on button, go to the Format pane, and set the action type to bookmark, linking it to the "Toggle On" bookmark.
Set Actions for the Off Button: Similarly, select the off button, set its action to bookmark, and link it to the "Toggle Off" bookmark.
Step 5: Final Touches
Test the Toggle Functionality: Click on the buttons to ensure they switch between the visuals correctly.
Format Your Visuals: Adjust the size and appearance of your pie chart and table as desired to enhance the overall look of your report.
For more essential tips and tricks on Microsoft 365 applications, be sure to check out That Office Guy’s YouTube Channel.
