19. Bookmarks, Selection Pane, Buttons and Navigation
19.4 Pattern 1: Toggle Between Chart and Table View
Start with a problem
Rani prefers charts; the auditor Ravina prefers exact numbers. Shahrukh wants one page with a Chart / Table switch.
Explain simply
Put a chart and a table with the same fields in the same place. Create two bookmarks – one shows the chart, one shows the table – with Data off so slicers are not reset. Buttons call the bookmarks.
Show the data
| City | Total Sales (₹) |
|---|---|
| Pune | 850 |
| Nashik | 800 |
| Kolhapur | 450 |
| Total | 2,100 |
About this data: This table uses columns: City, Total Sales (₹). This table uses columns: State, Visible, Value. This table uses columns: Visual, Visible. This table uses columns: Bookmark, Sales chart, Sales table, Data option. Values shown are the lesson examples already on this page (not a new dataset).
Fictional sample data. Practice file: visuals_orders_apr_may_2026.csv (source: src/practice/).
Demonstrate
- Create the City bar chart and a City table with
Total Sales; place them on top of each other. - Selection pane: show chart, hide table › Bookmarks › Add Chart view.
- Show table, hide chart › Add Table view.
- For both: untick Data; tick Selected visuals (select both visuals first).
- Insert two buttons; Action › Bookmark › Chart view / Table view.
- Test with the City slicer on Nashik.
Show the result
Your result should look like this (fictional sample):
| State | Visible | Value |
|---|---|---|
| Chart view, slicer Nashik | Bar chart | Nashik 800 |
| Table view, slicer Nashik | Table | Nashik 800 |
Explain what happened
With Data off, the bookmarks change only visibility; the slicer filter remains, so both views show Nashik 800.
Explore further
- Newer Desktop versions offer simpler alternatives in some visuals, but the bookmark pattern works everywhere.
Detailed reference for this lesson:
Bookmarks to toggle chart and table in Power BI with example — in 30 seconds
What: A bookmark saves how a page looks: which visuals are visible, plus filters and sort if you want. A button can apply it.
Why: Some managers like a chart, others like a table. Both fit in the same space with two bookmarks.
Tiny example: Bookmark "Chart view": chart shown, table hidden. Bookmark "Table view": the other way round.
Bookmarks to toggle chart and table in Power BI with example — 30 सेकंदात
काय: Bookmark page कसं दिसतंय ते save करतो: कोणते visuals दिसतात, आणि हवं असेल तर filters आणि sort. Button तो लावू शकतो.
का: काही managers ना chart आवडतो, काहींना table. दोन bookmarks ने दोन्ही एकाच जागेत बसतात.
छोटं उदाहरण: Bookmark "Chart view": chart दिसतो, table लपलेला. Bookmark "Table view": उलटं.
Bookmarks to toggle chart and table in Power BI with example — 30 सेकंड में
क्या: Bookmark page कैसा दिखता है वह save करता है: कौन-से visuals दिखते हैं, और चाहें तो filters और sort. Button उसे लगा सकता है.
क्यों: कुछ managers को chart पसंद है, कुछ को table. दो bookmarks से दोनों एक ही जगह में आ जाते हैं.
छोटा उदाहरण: Bookmark "Chart view": chart दिखता है, table छिपी. Bookmark "Table view": उल्टा.
First look at the data (before → after):
Same before / after tables as text
Before — Selection pane — two visuals in the same spot
| Visual | Visible |
|---|---|
| Sales chart | Yes |
| Sales table | Yes |
Formula / click path
Bookmark "Chart view": chart shown, table hidden, Data option off
Bookmark "Table view": chart hidden, table shown, Data option off
Button › Action › Type = Bookmark
After — Two bookmarks
| Bookmark | Sales chart | Sales table | Data option |
|---|---|---|---|
| Chart view | Shown | Hidden | Off |
| Table view | Hidden | Shown | Off |
Do it step by step:
- Put the chart and the table in the same spot. Open View › Selection and View › Bookmarks.
- In Selection, hide Sales table with the eye icon. Click Bookmarks › Add. Rename it Chart view.
- Show the table and hide the chart. Add a bookmark named Table view.
- For both bookmarks, click … and untick Data, so slicer choices are not reset.
- Add two buttons. In Format › Action, set Type = Bookmark and pick one bookmark for each.
- Ctrl+click the buttons in Desktop to test.
एक-एक step करून बघा:
- Chart आणि table एकाच जागी ठेवा. View › Selection आणि View › Bookmarks उघडा.
- Selection मध्ये eye icon ने Sales table लपवा. Bookmarks › Add वर click करा. नाव Chart view करा.
- Table दाखवा आणि chart लपवा. Table view नावाचा bookmark जोडा.
- दोन्ही bookmarks साठी … वर click करून Data untick करा, म्हणजे slicer चे choices reset होत नाहीत.
- दोन buttons टाका. Format › Action मध्ये Type = Bookmark set करा आणि प्रत्येकाला एक bookmark द्या.
- Desktop मध्ये test करायला buttons वर Ctrl+click करा.
एक-एक step करके देखिए:
- Chart और table एक ही जगह रखिए. View › Selection और View › Bookmarks खोलिए.
- Selection में eye icon से Sales table छिपाइए. Bookmarks › Add पर click कीजिए. नाम Chart view रखिए.
- Table दिखाइए और chart छिपाइए. Table view नाम का bookmark जोड़िए.
- दोनों bookmarks के लिए … पर click करके Data untick कीजिए, ताकि slicer के choices reset न हों.
- दो buttons लगाइए. Format › Action में Type = Bookmark set कीजिए और हर एक को एक bookmark दीजिए.
- Desktop में test करने के लिए buttons पर Ctrl+click कीजिए.
Steps in Power BI
- 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).
- Insert two buttons (Insert › Buttons › Blank) with icons or text "Chart" and "Table".
- In the Selection pane: show the chart, hide the table. Bookmarks › Add › rename View – Chart.
- Hide the chart, show the table › Add › rename View – Table.
- 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.
- Select the Chart button › Format button › Action On › Type Bookmark › Bookmark View – Chart. Do the same for the Table button with View – Table.
- Test with Ctrl + click in Desktop.
Ha pattern interview portfolio madhe dakhavnyasathi ekdum chhan aahe. Swatah banvun bagha.
Ravindra Bagale's Tip
Friends, don't make a mistake here: a common mistake with the chart/table toggle is that the two 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. This matters for both exams and interviews.
Ravindra Bagale's Tip – मराठी
मित्रांनो, इथे चूक करू नका: chart/table toggle मधली common चूक म्हणजे दोन्ही visuals सारखे fields आणि filters वापरत नाहीत, त्यामुळे ते वेगवेगळे numbers दाखवतात. एक visual बनवा, त्याची copy करून type बदला, आणि तेच visual-level filters लावा. दोन्ही एकाच जागी ठेवा म्हणजे switch सहज दिसेल. हे exam आणि interview दोन्हीसाठी important आहे.
Ravindra Bagale's Tip – हिंदी
दोस्तों, यहाँ गलती मत करना: chart/table toggle की common गलती है कि दोनों visuals एक जैसे fields और filters इस्तेमाल नहीं करते, इसलिए अलग-अलग numbers दिखाते हैं. एक visual बनाओ, उसे copy करके type बदलो, और वही visual-level filters लगाओ. दोनों को एक ही जगह रखो ताकि switch smooth दिखे. यह exam और interview दोनों के लिए ज़रूरी है.
Fix common mistakes
| Wrong result | Reason | Correction |
|---|---|---|
| Clicking Table resets slicer to all | Data option On | Untick Data |
| Chart and table show different numbers | Different fields or filters | Use the same fields and visual filters |
| Other visuals disappear | All visuals applied | Selected visuals only |
Practise independently
Practice task
Set the slicer to Kolhapur and switch to Table view. What do you see?
Hints
- Kolhapur total includes ₹0.
Solution
Table with Kolhapur ₹450.
Think like a professional
This is a portfolio-friendly pattern. In interviews, mention Data off and Selected visuals – it shows you know why toggles break.
Revision card
Comparison card