How to create interactive tooltips in Power BI (step by step)

One of the easiest ways to impress your audience with Power BI is a tooltip. This simple idea can provide incredible value to the report readers and elevate your work to next level. In this easy tutorial, learn how to set up and work with tooltips in Power BI.

Power BI Tooltip

A quick demo

Step 1: Create the main visual

Create a visual on the page where you want your tooltip. Let’s say you want to show the headcount by department in a column chart, like below:

? Tip: New to Power BI? Try this getting started tutorial first.

Step 2: Add a new page and make it “tooltip” page

Insert a new Power BI report page. Click anywhere on the page and go to “format page” area, in the format pane.

Setting up a tooltip page

  1. Click on the “format” options
  2. Go to “Canvas settings”
  3. Set the page type as “tooltip” from “16:9”

Step 3: Build your tooltip page

On this “new” page, just add whatever visuals, images & textboxes you want to show. For example, I want to show gender & employee type distribution. So I added those visuals.

? Tip: Make sure you give your “tooltip” page a name.

Step 4: Link tooltip page to main visual

Go back to the report page. Select your main visual. Then link it to the tooltip page using below steps.

  1. Go to “format” and “general”
  2. Select the “tooltip” area.
  3. Set the type to “Report page”
  4. Select the page from the list of pages.

Voila! Your tooltip is now set up.

Bonus tips:

  • You can put anything on the tooltip page and it will show up. For example, here is a fancy tooltip. It has page background color, DAX measure (with SELECTEDVALUE) to show the department name in the heading.
  • Don’t show too much detail or tables in tooltips. As tooltips are ephemeral it is a good idea to keep them simple.
  • You can customize the tooltip size! When creating the tooltip page (step 2), you can use “Custom” as page size and set up a different size or shaped tooltip.
  • Use tooltips to show helpful hints or messages. You can get creative with tooltips by linking them to a card or table visual to show help messages, explanations or other useful text. See this demo:
Showing Help with Power BI Tooltips

Try tooltips (here is a sample file)

So what are you waiting for? Give them a try.

If you need a hand with the tooltips, here is my sample Power BI workbook.

Learn more about Power BI

Want to learn Power BI? Check out below articles + videos.

  • Introduction to Power BI and your first project (article + files)
  • Getting started with Power BI (video + files)
  • How to use Power Query (article, 4 practical examples + files)
  • Full course on Power BI

The post How to create interactive tooltips in Power BI (step by step) appeared first on – Learn Excel, Power BI & Charting Online.

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