High-Quality-Power-BI-Report-Navigation-Experience

High-Quality Power BI Report Navigation Experience

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In this blog, I’m going to show you a high-quality Power BI report. This example came out of a Power BI challenge that we run in Enterprise DNA. I designed this one. I really wanted to challenge myself to build a superior Power BI report navigation experience.

With Power BI, you can literally build the most incredible application-like reports.

I highly recommend that you dive into how this can work because it can greatly improve the experience of your consumers. So, let’s get to it.

Power BI Report Navigation Features

If you have a look at this entire report, it doesn’t look like there are any separate pages within the report. It looks like a one seamless web application.

power bi report navigation

I’ve created this interesting look where, I can click within my report to different report pages, just like you would in a web application. The way I’ve set it out with really small things that I’ve done on each different page makes the report really compelling.

power bi report navigation

I’ve grouped sections to be able to click into different areas of my report application as well. So, I’ve created a different section called Actions.

power bi report navigation

I’ve also created a different section called Details.

power bi report navigation

Notice that there are just really small things that are changing when I go to these different selections. I’ve changed the outline of the blue boxes (sections) to signify what page you’re on.

I also created the Settings area, which is so unique to Power BI. You can create pages like this that look like index pages. So instead of having to change the date on every page, or say the main selection on every page, I’m going to bring it out into the Settings page, and I’m going to make selections like this (Northeast and South only).

power bi report navigation

With this technique, those filters are now overlaid on the rest of this report. As you can see on the upper right corner of the page, the map only shows the regions we chose in the Settings, Northeast and South.

Power BI Report Navigation Design

Now let’s just quickly go over some of the techniques that I’ve used here. You’ll see down the bottom here that I’ve basically hidden each page.

So when you view it online, it looks like there are no other pages. There’s only one page that you can see, which is the Complaints Overview page.

You can set up the look of these pages with shapes or set up the positions of particular items on the page. You’ll only be making really small changes. For example, this horizontal line here, and I just added the blue line to indicate the report page I’m on.

I took inspiration from some web designs that I saw, and I just put together a range of things to make this look really compelling.

One thing I did, which I thought was a good web-type idea that I stole is that I placed these two arrows here, so I can click on an arrow and it takes me across reports. This makes the Power BI report navigation experience look so seamless.

power bi report navigation

Creating The Power BI Report Navigation

To set this up, just click on an item, say this little back arrow, then go to the Action area, and simply put Page navigation as Type and the page that you want to go to (Destination).

power bi report navigation

You don’t even have to create bookmarks anymore for the Power BI report navigation experience. That’s how you can create that navigation without having to show all the pages in the actual online experience.

And what I did for these report names (Summary, Brokers, Customers), on each text box, I overlaid a transparent rectangle, which is then overlaid on the words. Then, I set the Destination as well, respectively.

power bi report navigation

If you go to Settings, you can sync your filters across different pages. To do that, go to the View tab, then click on Sync slicers. You’ll see that you can have a slicer or more on one page, but then sync them up to all of the other pages.

power bi report navigation

One important thing that I added on the page is the date to keep the report informative. The user or consumer still needs to know the actual date selection in the report.

power bi report navigation

Report Design Inspiration

For more report inspiration, go to our Knowledge Base (KB) page. This is where I got the inspiration for this particular Power BI report navigation design. We collect a lot of reports and ideas from anything, not just from Power BI. There’s a lot of great websites, and so we collate them all in this section, Report Design Inspiration.

power bi report navigation

You’ll find so many amazing reports here. This is an example of a great report design, which was made by a participant in one of our challenges.

And this is the design inspiration for the Power BI report navigation example that I made. This isn’t Power BI, but you can make a Power BI report look like this quite easily.

Conclusion

This is something that you might find on a well-designed website and we can now do that inside Power BI. It only takes creativity and a bit of imagination as well as finding the right inspiration.

You could create reports that look exactly like this in Power BI easily. There is no reason why you can’t. We have all the shapes and colors available, as well as all the visualizations you need. You just need to get innovative and our Report Design Inspiration is a huge help for you.

Cheers,

Sam

Membership Banne
Center of Excellence

***** Related Links *****
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Power BI Custom Visuals – Build A Reporting Application

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For more report navigation queries to review see here…..

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