Using an Inserted Shape as a Navigation option in Microsoft Power BI

In this Tiny Tip, Belinda will show you how to use a new feature to do something cool, using Microsoft Power BI: Page Navigation using an inserted shape.

In this Tiny Tip, Belinda will show you how to use a new feature to do something cool, using Microsoft Power BI.

In this report, there is a page that is Sales by category, with a slicer that displays countries.  There is a similar page, that displays a table with sales line details.  The slicer on the detail page is sync’d with the first page.

Belinda will Insert > Shape, selecting a triangle.  The April 2021 update has many more shape options.  Another great option for this example, opposed to the Triangle, would have been right arrow or the chevron.

Belinda will format the triangle and add an Action to the shape, on the Format shape pane.  The action assigned will be Page Navigation, then select the detailed page. 

Now, with a simple click in the web service (or a Ctrl+click in the desktop), users can easily navigate from one page to the next.

Author: Belinda Allen

Belinda Allen (Microsoft MVP) is both a Microsoft Certified Professional for Dynamics GP (MCP) and a Microsoft Certified Trainer (MCT). She is also the co-founder of Smith & Allen Consulting, Inc. (www.saci.com), a business management software consulting firm for over 24 years. Belinda began implementing ERP systems so long ago that Windows was not an operating system, but an application. Larger businesses used old Main Frames with monitors that were Green and Black and smaller business did accounting by hand. Having seen the evolution that has taken place over the years from pieces of paper to analytics, Belinda still gets excited every time she helps a business improve. Belinda is also well known for her Blog www.BelindaTheGPcsi.com. Her blog is about sharing really useful information about the product quickly and succinctly. She has earned the nickname GP CSI because she excels at reviewing GP problems and figuring what went wrong and why. With followers all over the Globe she is able to share knowledge and achieve her mission: “To Improve the Lives and Business Success of my Followers.” In her time off, Belinda enjoys sailing, woodturning, crochet/knitting, sewing/quilting, reading and playing the ukulele (Belinda often participates in Ukulele Jams in NYC.)

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