How to Link Pages in Power BI

Creating static, one-page reports is a thing of the past. To tell a compelling data story, your users need to be able to navigate through different views seamlessly, just like using a well-designed app. This article will show you exactly how to link pages in Power BI to create an intuitive and interactive experience for anyone who reads your reports.

Why Link Pages in Your Power BI Reports?

Connecting pages might seem like a small detail, but it fundamentally changes how users interact with your data. A report with good navigation feels polished, professional, and is far more effective. Here are the key benefits:

• Guided User Experience: Instead of forcing users to click through tabs at the bottom of the screen, you can guide them. Create buttons like "See Sales Details" or "Explore Marketing Funnel" to direct their attention and build a clear path through your analysis.
• Clean and Focused Dashboards: Your summary page or executive dashboard can remain high-level and clutter-free. You can use buttons or hotspots on charts to allow users to "drill down" into more detailed information on other pages when they need it, rather than trying to cram everything onto one screen.
• An App-Like Feel: Well-designed navigation makes your report feel less like an analytical document and more like a purpose-built application. This is especially helpful for non-technical stakeholders who may be intimidated by traditional BI interfaces.

The Core Concepts: Actions and Bookmarks

Before jumping into the "how-to," you need to understand two key features in Power BI that make page linking possible: Actions and Bookmarks.

An Action is an event that you tie to an object, such as a button, shape, or image. When a user clicks that object, the action is triggered. For page linking, the two most important action types are "Page Navigation" and "Bookmark."

A Bookmark is much more powerful than a web browser bookmark. In Power BI, a bookmark captures the entire state of a report page. This includes:

• The current page
• Filters and slicers
• The visibility of objects (which visuals are shown or hidden)
• Sort order of tables and charts

By combining Actions with Bookmarks, you can create incredibly dynamic and context-aware navigation flows.

Method 1: Simple Page Navigation (The Quickest Way)

This is the most straightforward method and is perfect for creating simple connections between pages, like a main menu that directs users to different sections of your report.

Step-by-Step Guide:

1. Insert a Button or Shape: On your starting page, go to the Insert tab in the ribbon. Under the Buttons dropdown, select any style you like. For this example, we’ll choose a blank button. Drag and position it where you want on your report canvas.
2. Select the Button and Access the Format Pane: Click on your newly added button. The Format pane will appear on the right-hand side of the screen.
3. Switch On the Action: In the Format pane, find the Action card and toggle it from “Off” to “On”.
4. Configure the Action Settings:
5. Add a Tooltip: This step is a best practice. The Tooltip text box lets you add a piece of helper text that appears when the user hovers over the button. Use this to describe what the button does, such as "Click to view detailed sales data."
6. Style Your Button: Still in the Format pane, you can customize the button’s appearance under the "Button Style" card. Add text, change the color, add an icon - make it fit your report's design.

Testing Your Page Navigation Button

To test the button within Power BI Desktop, you need to hold down the Ctrl key and then click the button. Once published to the Power BI Service, users will only need a single click.

Method 2: Linking with Bookmarks (For Advanced Control)

Simple page navigation is great, but what if you want to provide more context? Imagine a user is looking at Q4 data on a summary page. When they click "Go to details," you want them to land on the detail page with the Q4 filter already applied. This is where bookmarks shine.

Part 1: Creating the Bookmark

First, we need to create and save the state of our destination page.

1. Navigate to the Destination Page: Go to the page you want to link to. Let's call it "Product Analysis."
2. Set the Page State: Make sure the page is in the exact state you want the user to see when they arrive. For general navigation, this usually means ensuring no specific filters are applied.
3. Open the Bookmarks Pane: Go to the View tab in the ribbon and check the box for Bookmarks. This will open the Bookmarks pane.
4. Add and Rename the Bookmark: Click the "Add" button in the Bookmarks pane. A new bookmark will appear with a generic name. Double-click it and give it a clear, descriptive name like "Navigate to Product Page."
5. IMPORTANT: Configure the Bookmark's Behavior: Click the three dots (...) next to your bookmark's name. You will see several options checked by default.

Part 2: Linking the Bookmark to a Button

Now, we go back to our starting page and connect the button to this new bookmark.

1. Go Back to the Source Page: Return to the page where your button is located.
2. Select the Button: Click your navigation button.
3. Configure the Action Pane: In the Format pane, go to the Action card.
4. Add your Tooltip and test your button (using Ctrl + Click). It should now take you to the saved state of your destination page.

Advanced Technique: Creating a Navigation Pane or Menu

To give your report a truly professional app-like feel, you can build a collapsible navigation menu. This technique combines bookmarks with another feature: the Selection pane.

Step-by-Step Guide:

1. Open the Selection Pane: In the View tab, check the box next to the Selection pane. This pane shows you every object on your page and allows you to show or hide them.
2. Create Your Menu Objects:
3. Group the Menu Objects: In the Selection pane, hold the Ctrl key and select all the objects you just created (the background shape and all the buttons). Right-click on your selection and choose Group > Group. Double-click the new group to rename it to something descriptive, like "Main Nav Menu."
4. Create "Show" and "Hide" Bookmarks:
5. Add Open and Close Buttons:

Now you have a fully functional menu that can slide in and out of view, saving valuable screen space and creating a very sleek user experience. You can copy-paste these menu elements onto every page of your report for a remarkably consistent look and feel.

Final Thoughts

Mastering page linking transforms your Power BI reports from static data displays into interactive analytical tools. Whether you're using simple page navigation for direct jumps or bookmarks for more context-aware drill-downs, creating a guided path helps your users find the insights they need faster. These steps lay the foundation for building truly user-friendly and impactful reports.

Of course, becoming proficient with all the panels, actions, and settings in traditional BI tools like Power BI involves a steep learning curve. At Graphed, we’ve simplified this entire process. Instead of manually creating buttons, linking pages, or managing bookmark states, you can build dashboards using plain conversational language. We connect directly to your data sources and allow you to ask for charts or entire reports, letting AI handle the design and navigation so you can get straight to the impactful insights without the setup time.