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Create a document map or table of contents in paginated reports (Power BI Report Builder)

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APPLIES TO: Power BI Report Builder Power BI Desktop

Create a document map to provide a set of links, like a table of contents, in your paginated report. When you view a paginated report that includes a document map, a separate side pane appears next to the report. You can select links in the document map to jump to the report page that displays that item. Report sections and groups are arranged in a hierarchy of links. Selecting items in the document map refreshes the report and displays the area of the report that corresponds to the item in the document map.

To add links to the document map, you set the DocumentMapLabel property of the report item to text that you create or to an expression that evaluates to the text that you want display in the document map. You can also add the unique values for a table or matrix group to the document map. For example, for a group based on color, each unique color is a link to the report page that displays the group instance for that color.

You can also create a URL to a report that overrides the display of the document map, so that you can run the report without displaying the document map, and then select the Show/Hide Document Map button on the report viewer toolbar to toggle the display.

Note

Document maps don't render when you view a paginated report in the Power BI service. They do render when you export the report.

Document maps and rendering extensions

The document map is intended for use in the HTML rendering extension-for example, in Preview and the Report Viewer. Other rendering extensions have different ways of articulating a document map:

For more information, see Interactive Functionality for Different Report Rendering Extensions (Report Builder and SSRS).

Add a report item to a document map

  1. In Report Builder Design view, select the report item such as a table, matrix, or gauge that you want to add to the document map. The report item properties appear in the Properties pane.

    Note

    To select a tablix data region, select any cell to display the row and column handles, and then select the corner handle.

  2. In the Properties pane, type the text that you want to appear in the document map in the DocumentMapLabel property, or enter an expression that evaluates to a label. For example, type Sales Chart.

    Note

    If you do not see the Properties pane, on the View tab, in the Show/Hide group, select Properties.

  3. Repeat steps 1 and 2 for every report item that you want to appear in the document map.

  4. Select Run. The report runs and the document map displays the labels you created. Select any link to jump to the report page with that item.

Add unique group values to a document map

  1. In Report Builder Design view, select the table, matrix, or list that contains the group that you want to display in the document map. The Grouping pane displays the row and column groups.

  2. In the Row Groups pane, right-click the group, and then select Edit Group. The General page of the Tablix Group Properties dialog box opens.

  3. Select Advanced.

  4. In the Document map list box, type or select an expression that matches the group expression.

  5. Select OK.

  6. Repeat steps 1-4 for every group that you want to appear in the document map.

  7. Select Run. The report runs and the document map displays the group values. Select any link to jump to the report page with that item.

Hide the document map when you view a report

  1. In the web portal, browse to the report that has the document map.

    For example, for the AdventureWorks sample reports, the following URL specifies the report named Product Catalog.

    https://localhost/Reports/Pages/Report.aspx?ItemPath=%2fAdventureWorks2022+Sample+Reports%2fProduct+Catalog

  2. Copy the report path on the server. In the example, the report path is %2fAdventureWorks2022+Sample+Reports%2fProduct+Catalog.

  3. Create a new URL with the following three components:

    • The report viewer on the report server: https://localhost/ReportServer/Pages/ReportViewer.aspx?

    • The name of the report you copied in step 1, for example: %2fAdventureWorks2022+Sample+Reports%2fProduct+Catalog

    • The device information parameters that specify hiding the document map: &rs%3aCommand=Render&rc%3aFormat=HTML4.0&rc%3aDocMap=False

    The following URL consists of these three components appended in the order they are listed.

    https://localhost/ReportServer/Pages/ReportViewer.aspx?  
%2fAdventureWorks2022+Sample+Reports%2fProduct+Catalog  
&rs%3aCommand=Render&rc%3aFormat=HTML4.0&rc%3aDocMap=False

    To use this URL, copy it and remove all line breaks.

  4. Paste the URL in the web portal, and then press ENTER. The report runs, and the document map is hidden.

Note

For more information about downloading sample reports, see Report Builder and Report Designer sample reports.

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