Going Deeper›Extra· 40 min read

Bookmarks, Drillthrough & Custom Tooltips

Turn a static page into an explorable story — saved views, a detail page per item, and rich hover tooltips.

What you will learn

Save and switch report states with bookmarks
Build a drillthrough page that shows the detail behind one item
Add a custom tooltip page that appears on hover

From a page to a story

A great dashboard does not just sit there — it guides the viewer. Three features turn a static page into an interactive story: bookmarks (saved views you can jump between), drillthrough (a detail page for one selected item), and custom tooltips (a mini-report that pops up on hover). None of them need code.

Bookmarks — saved snapshots of the page

A bookmark captures the current state of your report — which filters are set, which visuals are visible, what is selected — and lets you return to it with one click. Think of it like a browser bookmark, but for the whole look of your page.

Set the page how you want it (filters, slicers, selected visuals).
Open View → Bookmarks, then click Add to save this state.
Rename it clearly, e.g. “North focus” or “Last 12 months”.
Click the bookmark anytime to snap the page back to that saved view.

A common trick: make two bookmarks — one showing a chart, one showing a table of the same data — and wire buttons to them so viewers toggle between a visual and a detailed view of the same numbers.

Each bookmark stores a complete saved state of the page

Bookmarks pane
  [ Overview     ]   all filters cleared, charts shown
  [ North focus  ]   Region slicer = North
  [ Table view   ]   chart hidden, detail table shown

Note: Output: Clicking “North focus” instantly sets the Region slicer to North and redraws every visual for North — the same as if a viewer had clicked it themselves. Bookmarks let you script guided views, build simple navigation, and create show/hide toggles, all without code.

Drillthrough — a detail page for one item

Drillthrough lets a viewer right-click an item (say a single product) and jump to a dedicated page that shows everything about just that item, already filtered. You build the detail page once; it works for any product the viewer picks.

Add a new page and name it, e.g. “Product Detail”.
Drag the field you want to drill on (e.g. Product) into the page’s Drillthrough well.
Design the page (cards, charts) as if for one product.
On any other page, right-click a product → Drill through → Product Detail.

Note: Output: Right-clicking “Monitor” on the main page and choosing Drill through opens the Product Detail page filtered to Monitor only — its total, its monthly trend, its top regions — all without building a separate page per product. A “back” arrow returns the viewer to where they came from.

Custom tooltips — a mini-report on hover

By default, hovering a bar shows a tiny default tooltip (the value). A custom tooltip replaces that with a whole little report page that appears on hover — a chart, a couple of numbers, anything you design.

Add a new page; in Page information, switch Allow use as tooltip On and set its size to Tooltip.
Design a small visual on it (e.g. a mini line chart of that item’s trend).
On your main chart, open Format → Tooltip and set it to your tooltip page.

Note: Output: Now hovering over the “North” bar pops up a small card showing North’s monthly trend line and its order count — far richer than the plain default number. The tooltip is filtered automatically to whatever the viewer is hovering on.

Tip: Use these to declutter. Put headline visuals on the page, hide the deep detail behind drillthrough, and tuck supporting context into custom tooltips — the main page stays clean while the detail is one click or hover away.

Watch out: Drillthrough only works if the page’s Drillthrough field matches what the viewer right-clicks. If “Drill through” is greyed out, the visual they clicked does not contain that field — add the field to the visual or pick the matching detail page.

Q. Which feature lets a viewer right-click one product and jump to a page showing the full detail for just that product?

Answer: Drillthrough sends the viewer from a selected item to a dedicated detail page, automatically filtered to that item. Bookmarks save whole-page states; slicers filter the current page.

✍️ Practice

Create two bookmarks (e.g. an Overview and a North-focused view) and switch between them.
Build a Product Detail drillthrough page and test it by right-clicking a product.

🏠 Homework

Add a custom tooltip page that shows a mini trend chart, then attach it to a bar chart and describe what hovering now shows.