- Yooo! What's up? This is Patrick, from Guy in a Cube. And in this video, I'm
gonna show you how to create a pop-up window in Power BI. I created one in a video I did recently, and people in the comments
were like, how did you do that? So I decided to do a video, stay tuned. (upbeat music) If you find this for the very first time, be sure to hit that subscribe
button, to stay up to date from all the videos from
both Adam, and this guy. Okay, so, uh oh, gotta be careful. All right, so I created
this little popup window in a video I did, and
people were like, "Patrick, how did you do that?" So in this video, I decided to show you. So enough of all this talking, you guys know I would
like to do, let's do what? Let's head over to my laptop. So I start with a port
that looks just like this. And the first thing I like
to do is create a blank page. And I actually build the
pop-up window on this page. So I'm gonna go Insert and insert a shape. And there's lots of shapes to choose from I'm gonna choose the rounded rectangle. Make it the size that you
want it to be when it pops up. And then what I'm gonna do is change the field color to white. You format this however
you wanna format this, in the outline I wanna
increase the thickness, kind of pronounce it a little bit, and I'm gonna turn off my background. I'm gonna collapse this, click away and get my visuals back. And then what I'm gonna do is add core because there's something I wanna display. Now you display whatever you
want, in that particular video, I was displaying Dumbfilter
context for a particular page so that's what I'm gonna do here. So I'm gonna drag this,
drop it right here. So now it's there and your format this up. So I'm gonna go turn
off the Category label and turn on my title, sinner it. And I'm gonna simply call this Filter Context For This Page. The last thing I'm gonna do
is I'm gonna add a button. So I'm gonna go here, I'm
gonna add a blank button. All I'm doing right here,
I'm gonna turn this on, turn the Outline off and simply put an X, in there, increase the font size, and then change the font to go Bold to kind of pronounce it a little bit. This button is gonna be used
to close our pop-up window. And I'm gonna put it over here. And then I select everything on the page, right-click and group it. So now I just built the
window that's gonna pop up. And I'd like to do it on a separate page because it gives me more real aesthetic and a different place to work with so I'm not dealing with all the visuals that I have on the other
page, that's step one. The next thing, is make sure
I have the group selected, copy it, and over to the
page where I wanna use this and I'm simply gonna
paste it on that page. And then I'll move it to the location where I want it to pop up. And so you can see it's
already picking up the context. If I open up the Slicer panel, you can see that I have
these years selected. If I uncheck it, you know, it changes and it's working the
way I want it to work. And then if I go over to my filter pane, you can see I have one filter
on the United States, perfect. But now what I wanna do, is I wanna make sure that it opens up
when the user wants to see it and close when they don't wanna see it. So let's get all that wired up. Go to View, I'm gonna
show the Selection pane and the Bookmark pane. And I'm gonna create two
bookmarks, I'm gonna say, add this bookmark, and this
is gonna be Pop Up Open. And then I'm gonna add another bookmark and I'm gonna call that one, Pop Up Close. I'm gonna choose this one, what I'm gonna do is hide
this, let's update that. And then I'm gonna choose Pop Up Open, and I'm gonna unhide that group and then I'm gonna update that. And now let's toggle to
make sure they're working, my two bookmarks are working. I'm gonna do another test
before I start wiring things up. Let's show my pop-up window
and let's open up this, and now let's change some stuff, still picking up my years. You can see that it's including 2013. If I undo that one,
it's including in 2015. Now, let's close this window, and now let's open it back up. Something strange happened here. You gotta be careful when
you create your bookmarks and things like this,
because there's some options on the bookmarks that you need to do if you wanna persist the data, if you don't wanna
select the other visuals. Adam did a really good video
about all these features, and you should go check them out. I'm gonna kind of go
through them a little bit, but Adam goes really
in-depth in his video. Let me show you what I'm talking about. I wanna keep the data I don't
wanna mess with the data in the Slicers, so on
both of those bookmarks, I'll go here and uncheck Data, and then I'll click this bookmark, it'll go away and I'm gonna uncheck Data. Cause I don't wanna affect the data. I'm gonna open my Slicer panel back up, I'm gonna choose 2013,
2016 and get rid of 2011. And then I close this and then I'm gonna open
up my Slicer panel. Boom, so now the data is handled, but I noticed something interesting. Watch this, I'm gonna
close my pop-up window, open up the Slicer panel, and then I'm gonna open my window, but the Slicer panel goes away. I wanna key that Slicer panel there. When I'm interacting
with this pop-up window, I don't want the bookmarks
that's associated with these things to
affect the other elements. So there's another option
that I need to uncheck or actually switch it
to a different option, let me show you what I'm talking about. Make sure that element is
selected, make sure it's Grey. Go over to that bookmark,
click on the ellipsis, instead of All Visuals
choose Selected Visuals and then update your bookmark. Then we're gonna switch
over here to Pop Up Close. Make sure we select it,
switch from All Visuals to Selected Visuals and then update. Now we'll toggle open, close, open, close, but watch this, if I
open the Slicer panel, interact with it. Now, if I close, a pop up, the Slicer panel stays. Those are two important options and there are some other options when that little fly
out window that opens up when you click the ellipsis, you should take a look at those and definitely go watch Adam's video. So let me show you how
I wired all this up. So I'm gonna insert a button on the page. So we're gonna insert
this button, blank button, drag it over here, span
it out a little bit. Open up the Format option for that button. And then you just type some texts in here. I'm just gonna simply say build to context for this page. Now we have two buttons, so
I'm gonna click this button. Let's go to the Action, turn it on. And we're gonna say, this is a bookmark and this button is
actually gonna open it up. So when I click this, now it opens it. And so you see this button right here, the Action, I'm gonna turn it on and this is gonna be to close. So now when I click this it close it, when I click that, it opens it. I can close this, notice
how it's not interacting. So I click this, there we go. If I click this one and
I say, you know what? I want also, California, it updates this, I close
that, it keeps California and I can close this and it all works. All right, what do you guys think? Done anything with pop up windows before? Kinda cool things you need to think about when you're setting them
up, those bookmark options, you definitely need to think about those and how you wanna handle the data and all the visuals on the page. All right, you guys got any
questions, got any comments, you know what to do, let's
continue to conversation, where? In the comments below. It's your first time visiting
the Guy In A Cube channel, hit that Subscribe button. You liked my video, pick thumbs up. And as always from Adam and
myself, thanks for watching. See you in the next video.
