In this tutorial, Angelica Choo Quan, a trainer at Pragmatic Works, demonstrates how to add custom tooltips to buttons and images in Power BI. Tooltips are essential in enhancing the interactivity of reports by providing additional context when users hover over certain elements. In this video, Angelica walks through the steps of creating these tooltips, explaining both basic and advanced methods for adding tooltips to different components in a Power BI report.
Step-by-Step Guide to Adding Tooltips to Buttons and Images
Angelica starts by revisiting a previous video on creating simple text tooltips using the Power BI update from March 2023. However, this time, she focuses on adding tooltips to images and buttons specifically.
- Adding a Button: Begin by inserting a button into your report. Angelica uses an "info" button, resizing and positioning it within the report.
- Adding an Image: Next, an image (in this case, a map of the United States) is inserted into the report. Angelica uses an icon from Flat Icon, which she credits and links to in the video description.
- Creating Basic Text Tooltips: To add a basic text tooltip, simply select the button or image, enable the 'Action' section, and add the desired text in the 'Tooltip' section. This method is quick, but it does not allow for advanced formatting or visuals.
- Using a Report Page Tooltip for Advanced Formatting: For more customized tooltips, Angelica demonstrates how to create a report page specifically for tooltips. This approach allows for richer content, including visualizations such as charts and graphs.
Creating a Tooltip Report Page
Angelica creates a new report page to serve as the tooltip. She sets the page type to "Tooltip" in the Page Information section and adjusts the canvas settings to make the tooltip more visible. The page is hidden from the report viewer, ensuring the tooltip functions as an interactive element rather than a standalone page.
- Resize the Tooltip Page: By changing the page type to "Tooltip" and adjusting the canvas settings, Angelica ensures that the tooltip page is appropriately sized and styled.
- Adding Visuals: A donut chart is added to the tooltip page, pulling in data from the 'Internet Sales' table. This donut chart will act as the visual content within the tooltip.
Linking the Tooltip to the Image
Once the tooltip page is ready, Angelica links it to the image in the report. She adds a card visual over the image and inserts a measure, which triggers the tooltip when users hover over the map. This allows the tooltip to display rich visual content, such as the donut chart, in response to user interaction.
- Creating a Measure: A new measure is created in the report’s data pane. This measure is used to connect the tooltip to the image. The formula bar is used to create a simple placeholder for the tooltip.
- Card Visual for Tooltip: A card visual is positioned over the image, and the tooltip measure is inserted. The visual is formatted to hide unnecessary elements, ensuring that only the tooltip content is visible when the user hovers over the image.
Finalizing the Tooltip Functionality
The last step is enabling the tooltip feature. In the properties section of the card visual, the "Tooltip" option is toggled on, and the report page is selected as the source. Once this is done, users can hover over the image to reveal the tooltip with the donut chart, enhancing the interactivity and visual appeal of the report.
Conclusion and Further Learning
Angelica wraps up the tutorial by encouraging viewers to explore more about custom tooltips in Power BI. She mentions that this video is part of a series, and viewers are invited to check out the Pragmatic Works YouTube channel and on-demand learning system for more resources. Whether you're looking to add basic tooltips or more complex report page tooltips, this video offers practical insights to enhance your Power BI reports.
Don't forget to check out the Pragmatic Works' on-demand learning platform for more insightful content and training sessions on Power BI and other Microsoft applications. Be sure to subscribe to the Pragmatic Works YouTube channel to stay up-to-date on the latest tips and tricks.
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ABOUT THE AUTHOR
Shortly after graduating from the University of Florida in 2012, Angelica moved to Jacksonville and began her career as a high school Biology teacher. As a trainer at Pragmatic Works, her primary goal is to help individuals feel more comfortable and confident using Power BI. While not in the office, she enjoys traveling around the city of Jax to check out local eateries, live music events, and performing arts.
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