Today we will show you how to setup default views for your reports. Default views in Power BI is a great way to ensure that end users can easily revert back to their most important KPI views. Let’s say that a director wants to weekly see the sales of the companies two most important products for the current year and previous year. The director can simply select a button to return to that view if multiple other actions already took place on the report. We will make use of the bookmarks feature in Power BI to setup default views. Please visit our post on bookmarks if you want to get a detailed overview of the bookmarks feature.
Setting up Default views
First, we are going to create a button that serves as the return to default button. Go to Insert and select the reset button from the buttons tab.
After inserting the button we will add some text underneath it to indicate to users that this is the return to their main KPI default view.
Bookmarks is a brilliant way to setup main KPI’s or default views that requires certain selections. We know that businesses have certain KPI’s that is critical to view in order to assess the current health of the business. This might require certain sections and as users interacts with a report it is extremely convenient to just return to the default view. If you need and introduction to Bookmarks, please follow this link .
We need to setup our report before creating the Power BI default views with bookmarks. We need to select the sales of the current year and previous year. Furthermore, our Directors need to closely follow the sales of the top 2 products. See the below image indicating the necessary selections for this view.
Once the report is filter to our requirements can we setup the bookmark. Let’s go to the views tab and select from there Bookmarks. From the bookmarks view we add a new bookmark. It is important to take note that bookmarks will keep all selections and filters that is applied to the report at that moment. We call the bookmark ‘Default View’
We see that our bookmark default view is saved in our bookmarks view.
Adding bookmarks to a button
The button in its standard view will not have an action associated to it. We need to activate an action for the button. In order to do this we will go to the Action view when we click on the reset button. Here we toggle the action button. There are multiple actions that can be attached to the button. These actions are drill trough, bookmarks, Q&A, Web links and Page Navigation options. Let’s select bookmarks and choose the ‘default view’ bookmark that was just created.
After activating the button, it is setup to always go back to the default view after different slices and filters were applied. This is a very user friendly and easy way to make sure that user can see certain views with very little effort. Multiple action buttons and bookmarks can be used on a page for often used filters.
That is it for today’s post. Be sure to check out some of the other great content on our website.
Edward holds a Master's in Industrial Engineering and focuses on business development and process improvement. He achieves this through sound analysis and understanding of the challenge on hand and matching that with the appropriate process and/or technological change required leading to highly effective and efficient business operations.
We have been working with Johann and Dmitri for almost a year now. From concept to design and implementation, they have been nothing but professional and timely. They leveraged Azure and Power BI to sort and report our point of sales data. We have no reservation when it comes to recommending Data Bear and look forward to our continued partnership.
The DataBear team has been great to work with! They take the time to understand the problem and then put together a real-time solution. It's also great when they responds so quickly! We will continue to work with them!
Fantastic training delivered clearly and effectively. Training was delivered at a pace that reflected our individual abilities and Johan ensured everything was clearly understood before moving on. Would happily recommend!
We had the pleasure of attending the 2 day BI Course. Not was not only very informative, it was made extremely enjoyable by the very knowledgeable Johann who presented in a way we all understood. Highly Recommend anyone looking for some BI training to contact Data Bear
Great Power Bi training in London. A very comprehensive overview of this platform with a thorough agenda, good training materials and a friendly group; Johann is an excellent trainer with a great depth of knowledge and experience in Power Bi. Highly recommended.
DataBear were a pleasure to deal with. We had a 2-day training workshop at our own location, Johann was very knowledgeable, not only delivering a well structured and organised piece of training, but also able to answer questions quickly. Thank you for a superb experience.
Super clear instruction and tutoring by Johann. Great size of group (6) - meant that no-one in the class was left behind, and it seemed those ahead - were not too held back. It is a lot of info to take in for the 2 day course. Would highly recommend the 3 day course where possible! Jon Brown
I recently attended the 2-day Power BI Course run by Johann. This was an intensive and extremely valuable course. Johann is a great instructor, he knows the subject well, and his pace is spot-on. There were many clear and easy-to-follow examples, and the emphasis on practical learning makes this a very worthwhile two days. I would recommend doing the three day course however, as there is so much content and I left wanting just a little more exposure to the final module. Many thanks Johann!
Being new to Power BI I was keen to organise some training for our UK data team. After some Googling I decided on Databear and gave them a call. Johann promptly called me back and we discussed the various training options and we arranged some onsite training to be held at our own offices. Johann provided two excellent days of training, full of knowledge, insight and explanations. With Johann you get right in to using the tool and apply what you are learning as you go. I would highly recommend Johann to anyone interested in learning how to use Power BI correctly and effectively.
I attended the three day PowerBI training course with Johann and found it extremely valuable and insightful. Johann has an excellent knowledge of the subject and the lessons are well structured. I would recommend people take the opportunity to learn and grow their skills through Data Bear .
Data Bear came in to run a two day course on Power BI, the attendees were from various levels of excel experience, but Johann kept the training relevant to all levels and made sure to carry everyone along.
a very good way to start your Power BI journey.
Excellent intensive, small group two-day course - best practise on data modelling was the most valuable section for me as this underpins the success of everything you could possibly want to achieve in Power BI! Highly recommend for those who have go their teeth into Power BI already and want to produce more effective and efficient work but also great for complete beginners as Johann will adapt to suit your needs, even in a mixed group.
I have just attended a 2-day PowerBI course ran by Johann. The course is very comprehensive and intense. I would suggest anyone who plans to attend the course to have some basic idea of PowerBI first. This will make the 2-day less daunting. Having said that, Johann was super helpful and patient both during and after the course. A classroom course beats any online course hands down.
Had a fantastic three days with Johann, and would thoroughly recommend to anyone looking to improve their PowerBI skills. His (and Data Bear's) approach to training is very intuitive and helps with real-life examples. The training was adapted to the areas I required further guidance on which provided a very, very quality experience. Happy to say I will be undertaking further training with Data Bear in the coming months.
Excellent course. Had the pleasure of being tutored by Johann in the 2-day Power BI introduction. By the end of it I was able to go back to work and start producing reports I had hoped to - almost straight away. Highly recommended.
The course was taught by the founder of Data Bear, and I was thoroughly impressed by it. It was taught a fast but engaging pace with several well thought out exercises throughout the 3 days that really helped embed the core subjects Johann was teaching us. I would highly recommend this course to anyone starting off in Power BI who wants to quickly attain a good level of knowledge.
Great course! My colleagues and I had a private 2 day training with Johann. The course was exactly what we were looking for in order to get a solid understanding of PowerBI. He took us from zero to a level where we feel confident enough to start creating our own reports. He was happy to deviate from schedule, answer all our questions and tailor the content based on our needs. Highly recommended!
3 day Power BI Training - Johann is a great instructor and assisted in every aspect to understand the core concepts. It's a great course and would definitely recommend to anyone who wants to learn Power BI.
A very worthwhile investment of time and money. I've been using Power BI for 6 months learning by trial and error. This course really provided the context I needed. Its a very well structured and hands-on course. My only regret is that I didn't sign up for the full 3 days as there was stuff in the 3rd day which would have been beneficial too.
Very well structured course that provided all the building blocks to be able to master PBI. Would highly recommend. The instructors were also very willing to help me outside of the lessons with any questions relating to projects i was working on. If you want to save a lot of time when starting out with PBI, this course will teach you all the fundamental best practice techniques you should be using.
My firm recently contracted Data Bear to improve our implementation of Power BI embedded. Their engineers have a very high level of technical acumen, and had experience in several different technologies. I would highly recommend their services.
Outstanding private training from Data Bear, can highly recommend for anyone that needs some comprehensive tuition on Power BI - great company who were adaptive to my needs and very limited experience in this area.