Multi-report navigation challenges in PBI using bookmarks, filters, and Excel

Session:
Imagine you have a dozen Power BI reports. One provides visual navigation through a corporate hierarchy, with hyperlinks that lead to the other eleven reports. Each of the eleven reports includes a visual table of contents, multiple report pages, and one drill-through detail page that is shared by the other pages. Your goal is to provide users with seamless navigation from the top of the hierarchy to the lowest level of detail, preferably without driving yourself crazy updating links among all of the various reports as things change (and you know they will!).

The real-world scenario for this setup was a resort owner that wanted floorplan-level Power BI reports for every hotel in a resort complex, while providing users in Teams with easy navigation anywhere in the corporate hierarchy. Your use case may be different but you probably have similar needs for visual navigation within a collection of detailed reports. In this session you’ll learn about a solution that involves page navigation links, URLs, filters, and bookmarks, all of which are organized in way that minimizes the work required to keep it all functioning.

Speaker:
Scott Helmers
Scott A. Helmers is a Partner at the Harvard Computing Group, a software and consulting firm that assists clients with understanding and implementing business process solutions. He is a co-inventor of TaskMap (www.taskmap.com), a Visio add-in that allows anyone to document, analyze, and improve their business processes. He has been named a Microsoft Valuable Professional (MVP) for Visio every year since 2008 and is the author of four books from Microsoft Press including Visio 2016 Step by Step ([http://www.VisioStepByStep.com](http://www.visiostepbystep.com/)). He is also a course author for LinkedIn Learning (http://bit.ly/LiL-Author).