![\"Toggle](\"https:\/\/chartexpo.com\/blog\/wp-content\/uploads\/2024\/08\/toggle-button-in-power-bi.jpg\")
<\/a><\/div>\n<\/a> <\/a> <\/a><\/div>\nOne of the primary benefits of the toggle button is the space it creates within a report. For instance, it eliminates the need to use two images in a single report. Instead, the user has the option of switching between images with the toggle button.<\/p>\n
In this guide, you’ll discover what the toggle button in Power BI is, why it is important, and when to use it.<\/p>\n
Table of Contents:<\/h3>\n\n- What is a Toggle Button in Power BI?<\/a><\/li>\n
- Why is the Power BI Toggle Button Important?<\/a><\/li>\n
- When to Use the Power BI Toggle Button Filter in Power BI?<\/a><\/li>\n
- How does the Toggle Button Work in Power BI?<\/a><\/li>\n
- How to Add and Connect the Toggle Button for Power BI?<\/a><\/li>\n
- How to Visualize Data Using Power BI?<\/a><\/li>\n
- Wrap Up<\/a><\/li>\n<\/ol>\n
First…<\/p>\n
What is a Toggle Button in Power BI?<\/h2>\n
The toggle button in Power BI is an interactive feature that helps in switching between multiple views or states in a report. With the toggle button, users can easily change data visualizations<\/a>, and switch between multiple data perspectives and toggle filters. This will, in turn, improve the user experience within Power BI reports and dashboards<\/a>.<\/p>\nWhy is the Power BI Toggle Button Important?<\/h2>\n
The major reasons why the Power BI toggle button is important are:<\/p>\n
\n- \n
Enhanced User Interactivity<\/h3>\n<\/li>\n<\/ul>\n
The toggle button allows users to dynamically interact with their reports. By switching between multiple views or states, users can easily explore their data from multiple perspectives. The data exploration is done without the need to move out of the current page.<\/p>\n
\n- \n
Better Storytelling<\/h3>\n<\/li>\n<\/ul>\n
Toggle buttons help the report creator enhance visual storytelling by creating a compelling narrative and guiding users through it. For instance, toggling between multiple visual perspectives (or data sets<\/a>) allows the report creator to show how various factors impact overall business outcomes. All these pieces make the story more understandable and compelling.<\/p>\n\n- \n
Productivity and Efficiency<\/h3>\n<\/li>\n<\/ul>\n
Quick switches between multiple data views help to enhance productivity and efficiency amongst users. This way, users are enabled to quickly access their desired information without manually adjusting multiple filters<\/a> or navigating through various pages.<\/p>\nWhen to Use the Power BI Toggle Button Filter in Power BI?<\/h2>\n
These are instances when you should use the toggle button in Power BI:<\/p>\n
\n- \n
View Modes<\/h3>\n<\/li>\n<\/ul>\n
With the toggle button, you’ll have access to multiple perspectives of the same data. It could be switching between multiple visualization types, or toggling between detailed views and summary.<\/p>\n
\n- \n
Data Segmentation<\/h3>\n<\/li>\n<\/ul>\n
It helps the user filter data by categories like customer segment, product line, or region. All these help in diving deep into the data analysis<\/a>.<\/p>\n\n- \n
Comparative Analysis<\/h3>\n<\/li>\n<\/ul>\n
The toggle button helps users switch between multiple periods or datasets in the Sankey diagram<\/a>. It could be used for year-over-year or month-over-month comparisons.<\/p>\n\n- \n
Interactive Dashboards<\/h3>\n<\/li>\n<\/ul>\n
The toggle button enhances interactive storytelling<\/a> by allowing users to easily change filters without navigating away from their current view.<\/p>\n\n- \n
Scenario Analysis<\/h3>\n<\/li>\n<\/ul>\n
It helps users compare what-if analysis<\/a> results or multiple business scenarios.<\/p>\nHow does the Toggle Button Work in Power BI?<\/h2>\n
Here’s a brief overview of how the toggle button works, and how to set it up:<\/p>\n
\n- \n
Creating Toggle Buttons<\/h3>\n<\/li>\n<\/ol>\n
Creating toggle buttons involves the use of buttons or shapes from your Power BI visualizations pane. To design toggle buttons, use text or images. Designing the toggle button helps to indicate the various states like \u201cMonthly\/Yearly,” or \u201cOn\/Off.\u201d<\/p>\n
\n- \n
Bookmarks<\/h3>\n<\/li>\n<\/ol>\n
Bookmarks capture the different views or states you want the users to toggle between. One bookmark could show a yearly view, while the other shows a chart in a monthly view.<\/p>\n
\n- \n
Assigning Actions<\/h3>\n<\/li>\n<\/ol>\n
To assign action buttons, select the toggle button and navigate to the format pane. Turn on the action toggle that’s under the \u201cAction\u201d section.<\/p>\n
\n- \n
Switching Views<\/h3>\n<\/li>\n<\/ol>\n
When a user clicks on the toggle button, it activates the assigned bookmark and that switches the report view to the captured state. A user can dynamically explore and filter data by toggling between multiple bookmarks.<\/p>\n
\n- \n
Testing and Adjustments<\/h3>\n<\/li>\n<\/ol>\n
You have to test the toggle button to figure out if it switches between your views. Also, make adjustments to the button actions or bookmarks in Power BI<\/a> when necessary.<\/p>\nHow to Add and Connect the Toggle Button for Power BI?<\/h2>\n
First, you’ll have to create a toggle button. The toggle button always works with the bookmarks. To create a toggle button, you’ll have to create a bookmark.<\/p>\n
Step 1:<\/strong> Navigate to the view and select the Bookmark option.<\/p>\n![\"Navigate](\"https:\/\/chartexpo.com\/blog\/wp-content\/uploads\/2024\/08\/navigate-view-for-adding-toggle-button-in-power-bi.jpg\")
<\/a><\/div>\nStep 2:<\/strong> Look out for the Bookmarks panel. To add it, click on Add.<\/p>\n\n- Toggle_on<\/li>\n
- Toggle_off<\/li>\n<\/ol>\n
![\"Lookout](\"https:\/\/chartexpo.com\/blog\/wp-content\/uploads\/2024\/08\/lookout-for-bookmark-panel-for-adding-toggle-button-in-power-bi.jpg\")
<\/a><\/div>\nStep 3:<\/strong> To insert the bookmark navigator, go to \u201cinsert,\u201d and click on \u201cButtons.\u201d From the drop-down menu in \u201cNavigators,\u201d select \u201cBookmark Navigator.\u201d<\/p>\n![\"Select](\"https:\/\/chartexpo.com\/blog\/wp-content\/uploads\/2024\/08\/select-bookmark-navigator-for-adding-toggle-button-in-power-bi.jpg\")
<\/a><\/div>\nStep 4:<\/strong> To observe the bookmark created on your dashboard, use the Toggle_on and Toggle_off states as shown below.<\/p>\n![\"Observed](\"https:\/\/chartexpo.com\/blog\/wp-content\/uploads\/2024\/08\/observed-bookmark-created-for-adding-toggle-button-in-power-bi.jpg\")
<\/a><\/div>\nStep 5:<\/strong> Navigate to the \u201cBookmark Navigator\u201d and select \u201cToggle_on.\u201d After that, right-click and select \u201cGroup.\u201d There’s the option of renaming the Group.<\/p>\n![\"Select](\"https:\/\/chartexpo.com\/blog\/wp-content\/uploads\/2024\/08\/select-group-for-adding-toggle-button-in-power-bi.jpg\")
<\/a><\/div>\nStep 6:<\/strong> Navigate to the \u201cFormatting option\u201d of the Bookmark and click \u201cBookmarks.\u201d A close look at the drop-down of the Bookmark will reveal the Toggle_on group that has been created. Choose the \u201cGroup-1\u201d option.<\/p>\n![\"Choose](\"https:\/\/chartexpo.com\/blog\/wp-content\/uploads\/2024\/08\/choose-group-1-for-adding-toggle-button-in-power-bi.jpg\")
<\/a><\/div>\nStep 7:<\/strong> Switch on the \u201cAllow deselection\u201d option. The option is found below the bookmarks. After that, take a look at the drop-down list of the \u201cLaunch on deselection,\u201d and select \u201cToggle_off.\u201d<\/p>\n![\"Switch](\"https:\/\/chartexpo.com\/blog\/wp-content\/uploads\/2024\/08\/switch-allow-deselection-for-adding-toggle-button-in-power-bi.jpg\")
<\/a><\/div>\nStep 8:<\/strong> At this point, you’ve completed the primary setup for the toggle button. Next, navigate to the \u201cBookmark panel\u201d and rename your \u201cToggle_on\u201d with a dot. To do that, copy and paste the Unicode character circle. This will make the toggle button look realistic.<\/p>\n![\"Rename](\"https:\/\/chartexpo.com\/blog\/wp-content\/uploads\/2024\/08\/rename-toggle-on-with-dot-for-adding-toggle-button-in-power-bi.jpg\")
<\/a><\/div>\nStep 9:<\/strong> From the image below, you’ll notice the dot popping up on the toggle.<\/p>\n![\"Notice](\"https:\/\/chartexpo.com\/blog\/wp-content\/uploads\/2024\/08\/notice-dot-popping-up-for-adding-toggle-button-in-power-bi.jpg\")
<\/a><\/div>\nStep 10:<\/strong> You have to format the toggle button to suit your needs. To do that, navigate to the \u201cBookmark\u201d panel and select \u201cToggle_off.\u201d In the \u201cFormat\u201d panel, you’ll notice that the \u201cState\u201d is in \u201cDefault.\u201d You need to be creative and customize the options to fit your needs. The image below shows how the formatting options have been customized to fit a user’s needs.<\/p>\n![\"Fromat](\"https:\/\/chartexpo.com\/blog\/wp-content\/uploads\/2024\/08\/fromat-toggle-button-for-adding-toggle-button-in-power-bi.jpg\")
<\/a><\/div>\nStep 11:<\/strong> You can repeat step 10 for \u201cToggle_on.\u201d To do that, navigate to the \u201cBookmark\u201d panel, and select \u201cdot.\u201d Start the formatting process. You’ll notice that in the \u201cFormat\u201d panel, the \u201cState\u201d has the \u201cSelected\u201d option. Customize it to fit what you’re looking for. The image below shows the formatting options of a user.<\/p>\n![\"Repeat](\"https:\/\/chartexpo.com\/blog\/wp-content\/uploads\/2024\/08\/repeat-step-10-for-toggle-on-for-adding-toggle-button-in-power-bi.jpg\")
<\/a><\/div>\nStep 12:<\/strong> To check the toggle button you’ve created, click on it using ctrl+click.<\/p>\n![\"Check](\"https:\/\/chartexpo.com\/blog\/wp-content\/uploads\/2024\/08\/check-toggle-button-for-adding-toggle-button-in-power-bi.jpg\")
<\/a><\/div>\nStep 13:<\/strong> You have to add the toggle button to your visuals. The image below shows two matrices the first shows the sum of sales, while the other shows the percentage of the total.<\/p>\n![\"Hide](\"https:\/\/chartexpo.com\/blog\/wp-content\/uploads\/2024\/08\/hide-one-matrix-for-adding-toggle-button-in-power-bi.jpg\")
<\/a><\/div>\nStep 14:<\/strong> The two matrix visuals should overlap above one other. The aim is to show one image while hiding the other when the toggle is on, and vice versa when the toggle is off.<\/p>\nStep 15:<\/strong> Navigate to \u201cview,\u201d and click the \u201cselection\u201d panel. It comes with three options bookmark, the sum of sales, and the sum of sales in %. To hide one matrix and unhide another, you’ll have to keep the toggle button on.<\/p>\n![\"Navigate](\"https:\/\/chartexpo.com\/blog\/wp-content\/uploads\/2024\/08\/navigate-bookmark-panel-for-adding-toggle-button-in-power-bi.jpg\")
<\/a><\/div>\nStep 16:<\/strong> Navigate to the \u201cbookmark\u201d panel and update the \u201ctoggle on\u201d by choosing the sum of sales and the sum of sales % (right-click the \u201ctoggle_on\u201d option to see the update option).<\/p>\n![\"Update](\"https:\/\/chartexpo.com\/blog\/wp-content\/uploads\/2024\/08\/update-toggle-off-for-adding-toggle-button-in-power-bi.jpg\")
<\/a><\/div>\nStep 17:<\/strong> Keep the toggle off by repeating the two steps above in the reverse order of the hidden and unhidden state. To update the Toggle off, you’ll have to choose bookmark navigator, the sum of sales, and the sum of sales %. To see the update, right-click on toggle_off.<\/p>\n![\"Toggle](\"https:\/\/chartexpo.com\/blog\/wp-content\/uploads\/2024\/08\/toggle-button-helps-switching-between-two-images-for-adding-toggle-button-in-power-bi.jpg\")
<\/a><\/div>\nHow to Visualize Data Using Power BI?<\/h2>\n
Stage 1: Logging in to Power BI<\/strong><\/p>\n\n- \n
\n- Log in to Power BI.<\/li>\n
- Enter your email address and click the \u201cSubmit<\/strong>\u201d button.<\/li>\n<\/ul>\n<\/li>\n<\/ul>\n
![\"Enter](\"https:\/\/chartexpo.com\/blog\/wp-content\/uploads\/2023\/05\/enter-email-to-login-to-power-bi.jpg\")
<\/a><\/div>\n\n- You are redirected to your Microsoft account.<\/li>\n
- Enter your password and click \u201cSign in<\/strong>\u201c.<\/li>\n<\/ul>\n
![\"Enter](\"https:\/\/chartexpo.com\/blog\/wp-content\/uploads\/2023\/05\/enter-password-to-login-to-power-bi.jpg\")
<\/a><\/div>\n\n- You can choose whether to stay signed in.<\/li>\n<\/ul>\n
![\"Click](\"https:\/\/chartexpo.com\/blog\/wp-content\/uploads\/2023\/05\/click-on-stay-signed-in.jpg\")
<\/a><\/div>\n\n- Once done, the Power BI home screen will open.<\/li>\n<\/ul>\n
Stage 2: Creating a Data Set and Selecting the Data Set to Use in Your Chart<\/h4>\n\n- Go to the left-side menu and click the \u201cCreate<\/strong>\u201d button.<\/li>\n
- Select \u201cPaste or manually enter data<\/strong>\u201c.<\/li>\n<\/ul>\n
![\"select](\"https:\/\/chartexpo.com\/blog\/wp-content\/uploads\/2024\/02\/select-paste-or-manually-enter-data-in-power-bi-ce487.jpg\")
<\/a><\/div>\n![\"\"](\"https:\/\/chartexpo.com\/blog\/wp-content\/uploads\/2023\/04\/CTA-in-power-bi.jpg\")
<\/a> ![\"\"](\"https:\/\/chartexpo.com\/blog\/wp-content\/uploads\/2023\/04\/CTA-in-google-sheets.jpg\")
<\/a> ![\"\"](\"https:\/\/chartexpo.com\/blog\/wp-content\/uploads\/2023\/04\/CTA-in-microsoft-excel.jpg\")
<\/a><\/div>\n\n- We’ll use the sample data<\/a> below for this example.<\/li>\n<\/ul>\n
First…<\/p>\n
What is a Toggle Button in Power BI?<\/h2>\n
The toggle button in Power BI is an interactive feature that helps in switching between multiple views or states in a report. With the toggle button, users can easily change data visualizations<\/a>, and switch between multiple data perspectives and toggle filters. This will, in turn, improve the user experience within Power BI reports and dashboards<\/a>.<\/p>\n The major reasons why the Power BI toggle button is important are:<\/p>\n The toggle button allows users to dynamically interact with their reports. By switching between multiple views or states, users can easily explore their data from multiple perspectives. The data exploration is done without the need to move out of the current page.<\/p>\n Toggle buttons help the report creator enhance visual storytelling by creating a compelling narrative and guiding users through it. For instance, toggling between multiple visual perspectives (or data sets<\/a>) allows the report creator to show how various factors impact overall business outcomes. All these pieces make the story more understandable and compelling.<\/p>\n Quick switches between multiple data views help to enhance productivity and efficiency amongst users. This way, users are enabled to quickly access their desired information without manually adjusting multiple filters<\/a> or navigating through various pages.<\/p>\n These are instances when you should use the toggle button in Power BI:<\/p>\n With the toggle button, you’ll have access to multiple perspectives of the same data. It could be switching between multiple visualization types, or toggling between detailed views and summary.<\/p>\n It helps the user filter data by categories like customer segment, product line, or region. All these help in diving deep into the data analysis<\/a>.<\/p>\n The toggle button helps users switch between multiple periods or datasets in the Sankey diagram<\/a>. It could be used for year-over-year or month-over-month comparisons.<\/p>\n The toggle button enhances interactive storytelling<\/a> by allowing users to easily change filters without navigating away from their current view.<\/p>\n It helps users compare what-if analysis<\/a> results or multiple business scenarios.<\/p>\n Here’s a brief overview of how the toggle button works, and how to set it up:<\/p>\n Creating toggle buttons involves the use of buttons or shapes from your Power BI visualizations pane. To design toggle buttons, use text or images. Designing the toggle button helps to indicate the various states like \u201cMonthly\/Yearly,” or \u201cOn\/Off.\u201d<\/p>\n Bookmarks capture the different views or states you want the users to toggle between. One bookmark could show a yearly view, while the other shows a chart in a monthly view.<\/p>\n To assign action buttons, select the toggle button and navigate to the format pane. Turn on the action toggle that’s under the \u201cAction\u201d section.<\/p>\n When a user clicks on the toggle button, it activates the assigned bookmark and that switches the report view to the captured state. A user can dynamically explore and filter data by toggling between multiple bookmarks.<\/p>\n You have to test the toggle button to figure out if it switches between your views. Also, make adjustments to the button actions or bookmarks in Power BI<\/a> when necessary.<\/p>\n First, you’ll have to create a toggle button. The toggle button always works with the bookmarks. To create a toggle button, you’ll have to create a bookmark.<\/p>\n Step 1:<\/strong> Navigate to the view and select the Bookmark option.<\/p>\n Step 2:<\/strong> Look out for the Bookmarks panel. To add it, click on Add.<\/p>\n Step 3:<\/strong> To insert the bookmark navigator, go to \u201cinsert,\u201d and click on \u201cButtons.\u201d From the drop-down menu in \u201cNavigators,\u201d select \u201cBookmark Navigator.\u201d<\/p>\n Step 4:<\/strong> To observe the bookmark created on your dashboard, use the Toggle_on and Toggle_off states as shown below.<\/p>\n Step 5:<\/strong> Navigate to the \u201cBookmark Navigator\u201d and select \u201cToggle_on.\u201d After that, right-click and select \u201cGroup.\u201d There’s the option of renaming the Group.<\/p>\n Step 6:<\/strong> Navigate to the \u201cFormatting option\u201d of the Bookmark and click \u201cBookmarks.\u201d A close look at the drop-down of the Bookmark will reveal the Toggle_on group that has been created. Choose the \u201cGroup-1\u201d option.<\/p>\n Step 7:<\/strong> Switch on the \u201cAllow deselection\u201d option. The option is found below the bookmarks. After that, take a look at the drop-down list of the \u201cLaunch on deselection,\u201d and select \u201cToggle_off.\u201d<\/p>\n Step 8:<\/strong> At this point, you’ve completed the primary setup for the toggle button. Next, navigate to the \u201cBookmark panel\u201d and rename your \u201cToggle_on\u201d with a dot. To do that, copy and paste the Unicode character circle. This will make the toggle button look realistic.<\/p>\n Step 9:<\/strong> From the image below, you’ll notice the dot popping up on the toggle.<\/p>\n Step 10:<\/strong> You have to format the toggle button to suit your needs. To do that, navigate to the \u201cBookmark\u201d panel and select \u201cToggle_off.\u201d In the \u201cFormat\u201d panel, you’ll notice that the \u201cState\u201d is in \u201cDefault.\u201d You need to be creative and customize the options to fit your needs. The image below shows how the formatting options have been customized to fit a user’s needs.<\/p>\n Step 11:<\/strong> You can repeat step 10 for \u201cToggle_on.\u201d To do that, navigate to the \u201cBookmark\u201d panel, and select \u201cdot.\u201d Start the formatting process. You’ll notice that in the \u201cFormat\u201d panel, the \u201cState\u201d has the \u201cSelected\u201d option. Customize it to fit what you’re looking for. The image below shows the formatting options of a user.<\/p>\n Step 12:<\/strong> To check the toggle button you’ve created, click on it using ctrl+click.<\/p>\n Step 13:<\/strong> You have to add the toggle button to your visuals. The image below shows two matrices the first shows the sum of sales, while the other shows the percentage of the total.<\/p>\n Step 14:<\/strong> The two matrix visuals should overlap above one other. The aim is to show one image while hiding the other when the toggle is on, and vice versa when the toggle is off.<\/p>\n Step 15:<\/strong> Navigate to \u201cview,\u201d and click the \u201cselection\u201d panel. It comes with three options bookmark, the sum of sales, and the sum of sales in %. To hide one matrix and unhide another, you’ll have to keep the toggle button on.<\/p>\n Step 16:<\/strong> Navigate to the \u201cbookmark\u201d panel and update the \u201ctoggle on\u201d by choosing the sum of sales and the sum of sales % (right-click the \u201ctoggle_on\u201d option to see the update option).<\/p>\n Step 17:<\/strong> Keep the toggle off by repeating the two steps above in the reverse order of the hidden and unhidden state. To update the Toggle off, you’ll have to choose bookmark navigator, the sum of sales, and the sum of sales %. To see the update, right-click on toggle_off.<\/p>\n Stage 1: Logging in to Power BI<\/strong><\/p>\nWhy is the Power BI Toggle Button Important?<\/h2>\n
\n
Enhanced User Interactivity<\/h3>\n<\/li>\n<\/ul>\n
\n
Better Storytelling<\/h3>\n<\/li>\n<\/ul>\n
\n
Productivity and Efficiency<\/h3>\n<\/li>\n<\/ul>\n
When to Use the Power BI Toggle Button Filter in Power BI?<\/h2>\n
\n
View Modes<\/h3>\n<\/li>\n<\/ul>\n
\n
Data Segmentation<\/h3>\n<\/li>\n<\/ul>\n
\n
Comparative Analysis<\/h3>\n<\/li>\n<\/ul>\n
\n
Interactive Dashboards<\/h3>\n<\/li>\n<\/ul>\n
\n
Scenario Analysis<\/h3>\n<\/li>\n<\/ul>\n
How does the Toggle Button Work in Power BI?<\/h2>\n
\n
Creating Toggle Buttons<\/h3>\n<\/li>\n<\/ol>\n
\n
Bookmarks<\/h3>\n<\/li>\n<\/ol>\n
\n
Assigning Actions<\/h3>\n<\/li>\n<\/ol>\n
\n
Switching Views<\/h3>\n<\/li>\n<\/ol>\n
\n
Testing and Adjustments<\/h3>\n<\/li>\n<\/ol>\n
How to Add and Connect the Toggle Button for Power BI?<\/h2>\n
<\/a><\/div>\n\n
<\/a><\/div>\n<\/a><\/div>\n<\/a><\/div>\n<\/a><\/div>\n<\/a><\/div>\n<\/a><\/div>\n<\/a><\/div>\n<\/a><\/div>\n<\/a><\/div>\n<\/a><\/div>\n<\/a><\/div>\n<\/a><\/div>\n<\/a><\/div>\n<\/a><\/div>\n<\/a><\/div>\nHow to Visualize Data Using Power BI?<\/h2>\n
\n
\n
<\/a><\/div>\n\n
<\/a><\/div>\n\n
<\/a><\/div>\n\n
Stage 2: Creating a Data Set and Selecting the Data Set to Use in Your Chart<\/h4>\n
\n
<\/a><\/div>\n<\/a> <\/a> <\/a><\/div>\n\n