Bookmarks and Page Navigation

// Creating a bookmark — two methods

// Method 1 — View tab → Bookmarks panel → Add
// The Bookmarks panel opens on the right
// Configure the report state (slicers, visible visuals)
// Click "+ Add" — bookmark captures current state
// Double-click the bookmark name to rename it

// Method 2 — Right-click any button → Add bookmark
// When building button-driven navigation, this is faster
// because it links the button to the bookmark in one step

// Bookmark panel management:
// Right-click a bookmark → options:
//   Update     — re-capture the current state into this bookmark
//   Rename     — give it a descriptive name
//   Delete     — remove the bookmark
//   Group      — group related bookmarks (e.g. "Show/Hide Group")

// Bookmark advanced options — right-click → Data / Display / Page
// Each checkbox controls whether that category is updated
// when the bookmark is applied
//
// Common configurations:
//
// Toggle show/hide panel:
//   Data: OFF   (don't change the data filter)
//   Display: ON (change which visuals are visible)
//   Page: OFF   (stay on current page)
//
// Restore a specific filter state:
//   Data: ON    (restore slicer selections)
//   Display: OFF (don't change visual visibility)
//   Page: ON    (navigate to the correct page)
//
// Cross-page navigation:
//   Data: ON    (apply filters)
//   Display: ON (show correct visuals)
//   Page: ON    (navigate to destination page)

// Reset All Filters button — returns report to a clean state
// Most useful on executive dashboards where users may apply many
// filters and want a one-click way back to the default view

// Step 1 — Set the report to the desired "clean" state
//   Clear all slicers (click the ✕ on each)
//   Clear all filter pane selections
//   If needed, pre-select a default year (e.g. current year)

// Step 2 — Create a bookmark called "Reset All"
//   Data: ON   — captures the clean filter state
//   Display: ON — captures the correct visual visibility
//   Page: ON   — navigate to the main page if needed

// Step 3 — Add a Reset button
//   Insert → Button → Reset (or any shape/text box)
//   Format → Action → Type: Bookmark → Bookmark: "Reset All"
//   Style: subtle, placed top-right of the filter area

// Important: this is a bookmark of a specific filter state
// It does NOT use the built-in "Reset to default" button type
// (which only resets slicers) — the bookmark approach resets
// everything including cross-filter state and filter pane

// Tip: update the bookmark when the "default state" changes
//   Right-click the bookmark → Update
//   Re-captures the current state into that bookmark

// Setting up drill-through — no bookmarks required
// It is a built-in field well feature

// Step 1 — Create a detail page (e.g. "Customer Detail")
// Step 2 — On the detail page, drag a field to the
//   "Drill-through" field well (appears in the Visualizations pane
//   when nothing is selected)
//   Example: drag Customers[CustomerName] to Drill-through

// Step 3 — On any other page, right-click a customer name in a visual
//   The context menu shows: "Drill through → Customer Detail"
//   Clicking it navigates to the detail page filtered to that customer

// Step 4 — The detail page automatically gets a Back button
//   (Format → Insert → Button → Back)
//   Clicking Back returns to the origin page with original filters

// Combining drill-through with bookmarks:
// Use bookmarks on the detail page for show/hide panels
// or to provide pre-set views of the drill-through data

// Drill-through filter persistence:
// The drill-through filter is applied as a page-level filter
// on the detail page — all visuals on that page automatically
// filter to the drilled value. The Back button clears this filter
// and returns to the previous page state.

// Building a guided story with bookmark groups

// Step 1 — Create the story bookmarks
//   Configure each state of the report as a separate bookmark
//   Use descriptive names: "1. Overview", "2. Revenue Trend",
//   "3. Regional Breakdown", "4. Top Products", "5. Key Takeaways"

// Step 2 — Group the bookmarks
//   In the Bookmarks panel, select all five bookmarks
//   Right-click → Group → name the group "Story Tour"

// Step 3 — Insert the Bookmark Navigator
//   Insert → Buttons → Navigator → Bookmark navigator
//   In Format pane → Bookmarks group → select "Story Tour"
//   The navigator shows the five bookmarks as clickable buttons
//   The current bookmark is highlighted automatically

// Step 4 — Add Previous / Next buttons (optional)
//   Insert → Button → Previous or Next
//   These cycle through bookmarks in the group in order
//   Useful for mobile-friendly swipe-like navigation

// The navigator renders as a horizontal or vertical button group:
// [1. Overview] [2. Revenue Trend] [3. Regional Breakdown] ...
// Current step is highlighted; clicking any step jumps directly there

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// Page navigation button — navigate to a named page
// Insert → Button → (any button type)
// Format pane → Button → Action → Type: Page navigation
//   → Destination: select the target page name
// Ctrl+click (in Desktop) or regular click (in Service) triggers it

// Best practice — hide the page tab bar for published reports
// View → Page view → Fit to page
// In Power BI Service: File → Settings → Page tabs → Off
// Users then navigate only via your custom buttons

// Building a navigation bar:
// 1. Insert shapes or buttons for each page
// 2. Assign Page navigation actions to each
// 3. Highlight the "active" state with conditional formatting:
//    Format → Fill → fx → based on a DAX measure that
//    returns a colour when the page name matches the current page
//    (requires a DAX measure tracking current page — complex)
// 4. Simpler alternative: use bookmark navigator instead
//    which auto-highlights the current step

// Page navigation with Back button:
// Insert → Button → Navigator → Back
// Power BI tracks the navigation history and Back returns to
// the previous page — works even for drill-through navigation