Ravindra BagaleCourses & study guides

19. Bookmarks, Selection Pane, Buttons and Navigation

19.4 Pattern 1: Toggle Between Chart and Table View

Steps in Power BI

  1. Build a bar chart Chart_OrdersByCity and a table Table_OrdersByCity with the same fields. Place them exactly on top of each other (same size and position in General › Properties).
  2. Insert two buttons (Insert › Buttons › Blank) with icons or text "Chart" and "Table".
  3. In the Selection pane: show the chart, hide the table. Bookmarks › Add › rename View – Chart.
  4. Hide the chart, show the table › Add › rename View – Table.
  5. For both bookmarks: … › untick Data (so slicers are not reset) › keep Display ticked. Choose Selected visuals and select only the chart and table before clicking Update, so other visuals are not affected.
  6. Select the Chart button › Format button › Action On › Type Bookmark › Bookmark View – Chart. Do the same for the Table button with View – Table.
  7. Test with Ctrl + click in Desktop.

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Ravindra Bagale's Tip

Mitrano, ithe chuk karu naka: A common mistake with the chart/table toggle is that both visuals don't use the same fields and filters, so they show different numbers. Build one visual, copy it and change the type, and apply the same visual-level filters. Put both in the same position so the switch looks smooth. He exam aani interview doghansathi important aahe.