In Power BI Desktop and in many other Microsoft products, the Quick Access toolbar lets you save shortcuts to different application functions. While this functionality in the “Ribbon” is nothing new, I want to stress how convenient it can be. This is particularly true for Power BI users who flip between tabs in the main program and in the Power Query Editor window.
If you have never used it, the Quick Access toolbar is the selection of icons at the top. I primarily use the this toolbar for my most common tasks so that I do not need to hunt for them on different tabs. It also allows me to minimize the ribbon completely so that I have more screen space for report development. Here is my current setup for the Quick Access toolbar.
- Defaults – Save, Undo, Redo
- Get Data – Obtain data from a new source
- Edit Queries – Launch the Power Query Editor to edit existing queries
- Edit Interactions – I commonly forget if this is on the Format (yes) or Modeling (no) tab. It no longer matters…
- Bookmarks Pane – Toggle on or off
- Selection Pane – Toggle on or off
- Phone Layout – I’m appreciating the Phone layout more and more as I’ve started using the iOS app more often
- New Measure – There are about 100 places in Power BI to add a new measure. This gives me one more.
- Ask a Question – Like Phone layout, I’m coming to appreciate the Ask a Question / Q&A feature more and more
If you are not using this or have seen but ignored it for years in MS Office or other products, it’s easy to setup. Simply right-click on a ribbon icon and select Add to Quick Access Toolbar.
Does anyone else use Quick Access heavily? If so, what are some of your “go to” shortcuts that I do not use in my personal setup? Feel free to leave comments below.