5. Report Page Tooltips

Overview

Report page tooltips are small report pages that appear when you hover over a visualization in a report. Learn how to create these report page tooltips in this lesson.

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Summary

  1. Lesson Goal (00:12)

    The goal of this lesson is to learn how to add report page tooltips to visualizations.

  2. Understanding Report Page Tooltips (00:18)

    A report page tooltip is a small report page that appears when we mouse over a data point in a visualization. Report page tooltips can provide more information than the default tooltip, and can display this information in a visually appealing way.

  3. Creating a Report Page Tooltip (01:04)

    To create a report page tooltip, we first need to create the page that will be used for the tooltip. From the formatting section of the visualizations pane, we should adjust the size of the page to tooltip. This is a small page size designed for use as a tooltip. It’s also useful to view the page in its actual size. We do this by selecting the View tab, Page Size, and Actual Size. This makes it easier to understand how many visuals we can reasonably fit on the page.

    Once we’ve created the page, we add visualizations to it in the normal way. Due to the small size of the page, it’s best not to add too many visualizations in order to keep the page readable.

    After the page is created, we configure the page as a tooltip. In the Format section of the visualizations pane, we open the Page Information menu, and turn the tooltip switch on. In the Fields section, we then need to determine which fields use the report page as a tooltip. For example, if we add the revenue field here, then any visual in our report which contains revenue will use the report page as its tooltip.

  4. Using a Report Page Tooltip (04:09)

    After creating a report page tooltip, it will replace the default Power BI tooltip on any visualization in the report that contains the relevant fields.

    In some situations, we may want a visualization to use the default tooltip instead of the report page tooltip. To make this change, we select the visualization, open the format pane, and select the tooltip menu. The type dropdown lets us switch between a report page tooltip and the default tooltip. If the report contains more than one report page tooltip, then the page dropdown lets us select which report page tooltip is used for the selected visualization.

Transcript

In the previous lesson, we learned how to use tooltips to provide more information to users when they mouse over a visualization.

In this lesson, we'll learn how to add report page tooltips to visualizations.

Previously, we saw how to add fields to the tooltip for a clustered bar chart of revenue by region. If we mouse over one of the bars in this chart, we can see the name of the region, its revenue, and the number of customers in the region.

This information can be useful but it's currently just a set of numbers and it's not very visually appealing.

The report page tooltip is a separate report page that has shown when we mouse over an element of a chart, we can use this functionality to include charts in our tooltips, making them much more visually appealing than the default tooltips.

We'll create a report page tooltip for our clustered bar chart, showing the amount of revenue generated for each sub-region. Let's start by creating a new page in the report. We'll call this page Sub-region Revenue.

We want this page to be small, as it's going to appear whenever we mouse over a point on our clustered bar chart, we'll select the formatting tab below the visualization pane and open the page size menu.

We'll change the size to tooltip.

This is a small report page size designed for use with the report page tooltips.

The report page still looks big. However, this is because Power BI automatically sizes the page to fill the screen. We'll go to the view tab, select Page View and then actual size.

We can see the report page is actually small which is what we want.

We can now add visualizations to our page.

We want to make sure that the tooltip is readable so it's best not to add too many visualizations.

In our case, we're just going to add one clustered bar chart showing revenue by sub-region.

We'll select a clustered bar chart and we'll position it in the middle of the page.

We'll then select the revenue and sub-region fields to add them to the chart.

We currently can't see all the sub-regions without scrolling. This won't be a problem when we use the page as a tooltip.

When we mouse over a region in our cluster bar chart, we'll only see sub-regions relevant to that region so we'll never actually see all the sub-regions at once.

Let's apply some formatting to this page, starting with data labels.

We'll select the Chart, select the Format tab and turn on data labels.

Next we'll select data colors and change the default to a redder color.

We'll then select the page, select the Format tab, page background and apply a gray color similar to the background color we created previously.

We'll reduce the transparency to 0% so we can see this background color.

Let's now configure this report page tooltip.

We'll navigate to the format pane, open the page information menu and turn the tooltips switch on.

This tells Power BI that this page will be used as a tooltip.

Next, we'll open the fields pane and decide which fields in our data set should use this tooltip.

We'll drag revenue to the drag tooltip fields here area. Now any chart in our report that contains a revenue field, we'll use this page as a tooltip.

We'll now return to the other page in the report and consider the clustered bar chart.

If we mouse over the revenue bar for a region, we can see the revenue for each sub-region within that region. If we mouse over different regions, we can see that the sub-regions displayed for each one are different as we would expect.

This tooltip is definitely useful but we might not want to display it every time that revenue appears in our report. If we mouse over one of the bars in the a 100% stacked bar chart, we can see our report page tooltip appears.

In this case, the report page tooltip is less useful as it only contains a single bar.

As a result, we want to use the original tooltip style on this chart. To do this, we'll select the chart, open the format pane and select the tooltip menu.

If we created multiple report page tooltips, we can select the one we want to use from the page dropdown.

Alternatively, we can use the type dropdown to switch between a report page tooltip and the default tooltip.

We'll select default from this dropdown.

Now, when we mouse over one of the bars in our a 100% stacked bar chart, we see the original tooltip.

When we mouse over a bar in the cluster bar chart, we see a report page tooltip.

This concludes our look at report page tooltips.

In the next few lessons, we'll learn about several more common chart types starting in the next lesson with line and the area charts.

Dashboards and Visualizations
Introduction to Visualizations in Power BI