Team Performance vs. Target - with BOOKMARKS and TOGGLE 06-22-2018 04:05 AM

[pawel1]

Are we going to reach the TARGET and receive our bonuses for 2017? 

With the year-end approaching, I want to share with my team on a daily basis, how we are scoring against the target, where we can still push, which customer? which product?  The target (and bonuses) are within reach!

This Power BI report uses bookmarks and drillthrough to better organize the content, to move fluently between pages, to switch between visuals (toggle) and to drill down Sales Reps, Customers and Products.

Analysis steps:

- Click on a team member photo to open his/her Sales Rep Bookmark. Switch visuals using TOGGLEIdentify negative (red) customers.

- Switch between Map and Bar visuals using the Toggle image

- Drillthrough customer (right click on the bar chart) to open Customer Bookmark

- Identify Product opportunities within customer, switch between Scatter and Matrix visuals using Toggle

- On slicer, select UNITS or PROFIT, select PERIOD to understand long and short term trends.

Refreshed daily.

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[pawel1]

you mean Link option?  You will find the Link option under FORMAT IMAGE - ACTION.  

In the below example:

1. click 'Biondi' picture

2. select Format Image - Action - Bookmark / Biondi to link 'Biondi' picture to 'Biondi' bookmark

hope it helps.  or is your questions really about Title option?

[JP_is_BI]

This is one of the most customized and well finished reports I have seen. The toggle is an amazingly innovative idea. 

Congratulations on your creation!

[Krishnamurthy]

Impressive visualization. Can you please let us know the steps taken for desigining the opening page where when we click on images it is taking to the respective pages

[pawel1]

Glad you like it.  The 5 images on the front page are simply linked to respective 5 BOOKMARKS. 

1. Once you have your Main Page (with KPI's for a single sales rep) working, clone it by creating bookmarks for each sales rep. In the Bookmarks Pane (View --> Bookmarks Pane) you should see 5 bookmarks named after sales reps
2. On the Front (Selection) Page, INSERT IMAGES (Home -->Image) of the 5 sales reps
3. LINK each image to a respective Bookmark (Format Image -->Link -->Bookmark)

Done. Use Ctrl+Mouse to see report for a selected sales rep.

[Anonymous]

I have a question and a situation at the same time. In your dashboard you have limited user but if i have a team of 20-25 people, do I have to create those number of bookmarks?

Is there a way to use images as Slicer without creating bookmarks for every individual?

[pawel1]

Alternatively to Bookmark you can use DRILLTHROUGH.  similar result but faster, you only need to remember to rightclick instead of click.  the way I do it:

1. import a table with Names + URL Image link

2. Create Front Page (with names + URL) and Detail Page 

3. Setup Drillthrough option on Detail Page

4. rightclick Name to Drillthrough...

Filtered Detail Page opens

hope it helps

[Anonymous]

This looks great but i have a simple question i have individuals pictures on my local drive can i give the path instead of web based link? Or does it have to be a URL only?

[pawel1]

you can link inserted image to bookmark.  insert image - format image - action - bookmark

 however, you cannot conect to your local drive path to get the images.  it works with URL only, as far as i know.

[Anonymous]

As mentioned earlier i have a team of 50 team members and creating 50 bookmarks will be a real tidious job, hence, Drillthrough sounded a better option but if this is a challenge then i guess will have to try something else.

If I have the image on OneDrive or Google Drive will that work? Because i'm not sure how will i link individuals images through URL as this will be a real time & interactive dashboard.

[pawel1]

Contact me here if you want to get a .pbix of this report

[Anonymous]

Sure i will. Thanks!

[Anonymous]

I followed the creating bookmark but i don't see Title option in the Format Image box

also, i'm using the latest version of PBI [2.59.5135.601 64-bit (June 2018)]. Is there another way of doing it. I'm trying to create the same visual effect what you have in your dashboard. It'll be great if you have created any tutorial on how to do this step by step, kindly do share if you have any.

Thanks!

[pawel1]

you mean Link option?  You will find the Link option under FORMAT IMAGE - ACTION.  

In the below example:

1. click 'Biondi' picture

2. select Format Image - Action - Bookmark / Biondi to link 'Biondi' picture to 'Biondi' bookmark

hope it helps.  or is your questions really about Title option?

[Anonymous]

Somehow the feature to enable Bookmark is not available in the latest version of PBI Desktop. Is there a workarund for this as i'm trying to create similar visualization?

Any help would be really appreciated!

[pawel1]

indeed, the place to enable bookmark (by clicking on a picture) has changed.  It's no longer under 'LINK' but under 'ACTION'  and you find it in the FORMAT IMAGE pane

 hope it helps.

[Anonymous]

Hi Pawel,

I do not have the ""ACTION" option under "FORMAT IMAGE". Here is a screenshot:

Let me know if I'm missing something here. As i have checked in the "OPTIONS" > PREVIEW FEATURES every box is checked except Spanish language. As i'm unable to enable "Bookmark Pane" under View.

 

[pawel1]

seems like you have an older version of PBI Desktop.  check which version you have under Diagnostics: 

  File -> Options and Settings -> Options -> Diagnostics

 if it's not April 2018 or later, you need to upgrade.  only then you will enjoy the full power of the bookmark function.

[Anonymous]

Mine is September 2017 version. Thanks for highlighting that, will update.

[sajarac]

Hi there, firts at all, this is the most powerfull presentation so far for the PowerBI, I am new here, and I just create my first one and I have a question that maybe you faced before and can provide some advice.

I have my PowerAPP with some PowerBI titles added, for me works great, but for the other users, the users that have access to my PowerAPP they cannot see the titles, any idea what is the issue?

Thanks in advance

[pawel1]

happy to hear you like my report. 

regarding the issue "The report shown in this title doesn't exist or you don't have permission to view it" , please refer to the discussion in this forum.  Two ideas: 

"...create a new public working group"

"...after an hour or so the problem is fixed by itself" 🙂

hope it helps 

[sajarac]

Thank you so much for your prompt reply, I will check and let you know.

Regards

[sajarac]

Hi, I have readed the post and in fact they say that creating a public group to share the reports will fix the issue.

Sorry to bother you I am new in PowerBI and I have no clue on how to do it, could you please point me in the right direction?

Thanks again