What's changed: Created PL-300 Chapter 4 (domain: Visualize and analyze, part 2 = enhance and analyze): usability and storytelling (bookmarks, custom tooltips, edit interactions, sync slicers, selection pane, drillthrough, navigation, mobile), accessibility and personalization (alt text/tab order/contrast, Personalize visuals, automatic page refresh), and identifying patterns and trends (Analyze feature, binning/clustering, key influencers/decomposition tree, reference lines/forecasting, anomaly detection).
4.1Usability and storytelling
Understand bookmarks, custom tooltips, visual interactions, navigation, sync slicers, the selection pane, drillthrough, export, and mobile layouts.
A report’s value shifts with how it’s presented. Navigation and interaction design let readers follow the story without getting lost.
4.1.1Bookmarks, tooltips, selection pane
Bookmarks save the current state (filters/visibility/sort) and, with buttons, build presentations or show/hide toggles. The Selection pane manages visual visibility, layers, and groups, working with bookmarks. Custom tooltips show a separately built report page as a tooltip, revealing detail on hover.
4.1.2Interactions, sync slicers, drillthrough
In edit interactions, choose how one visual’s selection affects others: filter/highlight/none. Sync slicers link slicers across pages, carrying the selection. Drillthrough takes a selected value (e.g., a product) and jumps to another page for detail, with a back button. This differs from drilldown, which descends a hierarchy within the same visual.
4.1.3Navigation, export, mobile
Use buttons and a page navigator to build page-move flows. Export settings control PDF/PowerPoint/data export. A mobile layout creates a phone-specific arrangement so reports read well on tall screens.
Cues: "save state to toggle/present" = bookmark. "detail page on hover" = custom tooltip. "how a selection affects other visuals" = edit interactions. "link slicers across pages" = sync slicers. "jump to another page by value" = drillthrough. "descend a hierarchy in the same visual" = drilldown.
Watch the mix-ups: (1) Drillthrough (jump pages) vs drilldown (hierarchy in same visual). (2) Sync slicers link across pages, unlike a normal slicer. (3) Bookmarks save state and can drive navigation. (4) Mobile layout is managed separately from desktop layout.
4.1.4Section summary
- Bookmarks=save state/toggle; selection pane + show/hide; custom tooltips for detail
- Drillthrough=jump pages; drilldown=hierarchy in visual; sync slicers=link pages
- Navigator/buttons for flow; mobile layout is a dedicated arrangement
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Quick check
(just a quick review)Q1. You want to save a specific filter/visibility state and toggle it with a button for a presentation. Best feature?
Q2. Selecting a product should show its detail on another page with a back button. Best feature?
Q3. You want the same slicer selection linked across multiple report pages. Best feature?
Q4. You want to set whether selecting one visual filters, highlights, or does nothing to others. Best?
Q5. On hover over a visual, you want to show a separately built detail page as a tooltip. Best?
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