Design Report Navigation

Design Report Navigation

Report navigation is the way in which your report users move from one page in your report to the next, move from one visual to another, and return to where they started. The design of your report navigation is important because, if users can’t easily find their way around in your reports, they will become frustrated and will have a negative experience.

Add Navigation Buttons

To design the navigation within your report, you can create a new Navigation page in your report and add navigation buttons on that page. You can also use a combination of both options. In the following example, you will create a Navigation page on which you add two navigation buttons to your other pages.

Select the Back button from the main Buttons menu, and then reposition the button to where you want it to sit on the page.

Select the Bank button from the main Buttons menu, reposition and customise the button as required, and then select Back as the action type.

Set the Navigation Destination

You can use conditional formatting to set the navigation destination based on the output of a measure. One reason that you might want to use this type of navigation method is to save space in your report.

To use conditional formatting to set the navigation, start by creating a single-column table that contains the names of the navigation destinations. In the table, ensure that the entered values match your report page names.

When you load the table, add it to the report page as a single-select slicer. Next, add a page navigation button. In the Actions section, ensure that None is set as the Destination, right-click the destination, and then select Conditional formatting.

On the Destination window, select the name of the column that you created. Notice that, based on the user’s selection, the button can navigate to different pages. Configure the conditional formatting to complete your navigation design.