Report Layout & Navigation
Create intuitive multi-page reports with navigation
What You'll Learn
- Multi-page report structure
- Page navigation
- Drill-through pages
- Bookmarks and buttons
Multi-Page Reports
One page per topic:
- Overview page
- Sales details
- Customer analysis
- Product performance
Benefits:
- Organized information
- Faster loading
- Easier maintenance
Page Navigation
Page Tabs
Bottom of report: Click to switch pages
Rename pages: Double-click tab
Reorder: Drag tabs left/right
Hide page: Right-click > Hide page
Navigation Buttons
Create clickable buttons:
- Insert > Buttons > Blank
- Format > Action > On
- Type: Page navigation
- Destination: Select page
- Add icon/text
Use for:
- Home button
- Next/Previous
- Menu navigation
Bookmarks
Save view state:
- Filter selections
- Visible visuals
- Drill state
Create bookmark: View > Bookmarks > Add
Use for:
- Save scenarios
- Story telling
- Presentation mode
Drill-Through Pages
Detail page for deeper analysis:
Setup:
- Create new page
- Add detail visuals
- Add field to "Drill-through" well
- Right-click in other visuals > Drill through
Example: Product summary page > Drill to product detail
Auto back button: Added automatically!
Report Structure
Homepage
Landing page with:
- Report title
- Key metrics (cards)
- Navigation to other pages
- Last refresh date
Detail Pages
Specific analysis:
- Sales page
- Customer page
- Product page
- Each focused on one topic
Admin/Settings
Hidden page for:
- Data refresh info
- Model documentation
- Testing visuals
Navigation Patterns
Hub and Spoke
Hub: Homepage with buttons to all pages Spokes: Detail pages All pages: Back to home button
Linear
Wizard-style: Page 1 > Page 2 > Page 3 Next/Previous buttons
Hierarchical
Overview > Category > Detail Drill down through levels
Page Formatting
Page Size
View > Page size:
- 16:9 (default, best for screens)
- 4:3 (old projectors)
- Letter (print)
- Custom
Page Background
Format > Canvas background:
- Color
- Image
- Transparency
Keep subtle!
Page Information
Display > Page information: Add page name at top
Mobile Layout
View > Mobile layout: Drag visuals to phone screen
Tips:
- Prioritize key visuals
- Vertical scrolling OK
- Larger touch targets
- Test on actual device
Try This Exercise
Create 3-page report:
Page 1 - Overview:
- Title: "Sales Dashboard"
- 4 KPI cards
- Buttons to other pages
Page 2 - Sales Detail:
- Sales by product
- Sales trend
- Top customers table
- Back button
Page 3 - Regional:
- Map visual
- Sales by region
- Regional trends
- Back button
Best Practices
Page naming: Clear, descriptive names
Consistent navigation: Same button position on all pages
Limit pages: 5-7 pages max (or users get lost)
Breadcrumbs: Show where user is
Next Steps
Learn Performance Optimization techniques!
Tip: Good navigation = invisible. Users find what they need without thinking!