EVERYTHING you wanted to know about Power BI tooltips

yo what's up Patrick I'm going to cube in this video I'm gonna talk all about two tips stay tuned Herbie I has been on a journey with their two tips we started out standard tool tip then they introduced it to the report to tip and now we got the visual head of two tips just a great collection a great set of two tips in this video I want to talk about what is a tool tip why do you use the to tip and how do you set them up and how do you configure it alright so a two tip basically it provides additional information besides the information that's displayed on a particular visual alright and people typically use them because they're trying to provide more context provide more information without cluttering up the visual alright so just quick overview of why and what what and why alright and so how do you configure them well you guys know I would like to do instead of all is talking let's do what let's head over to my laptop whenever you build a report and start adding visuals onto the page by default two tips are there and so you can see on this chart that I have it's displaying the month because that's what's on this axis and it's displaying the actual total sales amount which is the value if I go over to this map the exact same thing you could turn them off if you want if I click this and then I go to the formatter and look for two tip in the lists I can toggle this off and then there's no more two tips just like that all right I'm gonna toggle this back on if you click here and your report consumer may look at this and go hey this is great but I like some additional information you can easily add that additional information to it so maybe they want to compare this year to last year and so I actually have a measure for same period last year and I could drag it to the value section here and now I could see both of them displayed on the chart and the report consuming may go that's kind of busy I would prefer not to have it there why can't you just show it when I hover oh yeah sure so you can try get directly to the to tip and then they'll say well give me some more information maybe I want the quantity also and I want the freight all right so now when I hover you see all of those values displayed you know when you hover and this is great the one thing I'll caution you against is that whenever you do whenever you start adding additional values to that to tip dwell they are added to the Dax query that is constructed and sent back to the model so this can negatively affect performance depending on you know how performant those measures are those values are that you add to that to tip do well let me show you how you can see what's being add if you click on this what we're gonna do is go to view we're gonna turn on performance analyzer we're gonna click start and then we're just gonna refresh this particular element so do that and then I'm gonna copy this query and then I'm gonna go over to Dax to do let me get connected to the right model and then I'm gonna paste this in and what you see is that whenever you add these two tips not only does the query include the measures and the columns that it needs to visualize the element but it also includes the measures that it needs to display in the tooltip if those measures are slow it can slow down the rendering of that particular element so you need to be really careful so whenever that element is rendered it will also go back and include those measures in that expression that needs to be evaluated and it does this every time even if report consumer doesn't hover over the bar right and so when it when it comes when it renders that element it gets every measure it needs and returns all that data even if no one ever hovers it's gonna do it all right and you have to incur the cost of that execution up front all right and so this kind of leads me to the next tool tip so you just need to be cautious cautious of that and if it starts to affect performance you know then you start thinking about the next one the next one is the report to tip because with the report to tip it delays the execution let me show you what I'm talking about let's go back to my power bi report and we'll close this out and we're gonna go to another report that I designed and so another page in the report and so you can see here if I hover I have my tooltips and it's a lot and maybe this is slow in the execution of my query down because it's included when it runs it what I can do is I can click on this guy right here and you can see these two values add it as two tip values I'm gonna get rid of them and then what I would do is I would go over to another page and I will begin to construct build out my tooltip page and to do that you click on the page itself you go to format and then you go to page information you toggle to tip on and then you change the page size to something that fits and there's a prebuilt to tip size there for you you can use a custom size also once you do that you head back to the report where you want to use the tooltip select the element go to format and then you can you'll see a section for tooltips switch the type if it sets a default switch it's a report page and then choose the page that you want to display as your report tooltip so I'm going to choose right top daily sales and then you'll see right here if I hover my tooltip is displayed if you go back to if I go to view internal performance analyzer and click start recording and refresh that element watch this I'm gonna copy this query alright it's copied on the clipboard I'm gonna head back over to doc studio and paste it in and notice it's only the total sales amount the difference between the standard two tip and the report tool tip is that when use a standard tool tip it's going to execute it's gonna add all those measures to the query that needs to be evaluated regardless of someone hovers if you use a report tool tip those queries are only executed when someone hovers so you can help improve performance all right okay so there's a little caveat with the report tool tip that I want to point out all right so if we go back over to my my report here I have another page that I created so let's close this I have another page that I created here and what you'll see is that I have a line chart here and you can see I have several two tip values and it kind of breaks it down for each country if I go and enable a report tool tip for this particular element so I'm gonna get rid of these and I'm gonna display a report tool tip so we go to two tip and report is probably switch it to report page and change it to let's just change to daily sales and now for hover over a particular element you'll see that the report too shows up but what you should notice is that the field that's in the legend section I next country is not passed through to that reports port to tip is just the complete summation of what I'm displaying in that report and it's passing all the other filters but not the filter for from the legend it just that doesn't work that way it doesn't you know it doesn't pass it to the to tip you need to adjust the - - to tip to display it broken down by whatever is in in the legend in my case country so I would maybe modify the report to have a chart that shows the breakdown for my previous year sales by country or something like that alright so first two tips standard two tip second two tip report two tip now my my favorite to tip it is the visual head or tool tip and so I was when I was coming up with the demos for this actually did some quick internet searches cuz to try to figure out what I was gonna demo and I landed on the ratty and I the link will be in the comments below and she came up with some really unique scenarios and so I started building some things out based on scenario so shout out to practic thanks for such a great blog post and so the visual header two tips they allow you to add context or provide more information to a particular element on the report or even possibly the entire report until I want to show you how I set this up and show you some examples alright so let's head back to my laptop so I have a report here and what you'll see is I have a map and I have a top ten table and so I'm gonna add a little more contact so it can tell me who's you know who had the top who was a top customer you know what percentage of the total sales and top customers they had so I designed the to tip page and to configure this visual header to tip you click on that element go to format and you expand visual header and then all the way the very last option on that visual header is a toggle for visual header to tail go ahead and toggle it and then you'll get a new little section right there go ahead and expand that and then change your report page from none to the - tip page that you want to display all right so I'm gonna go ahead and choose my top two tip top ten and now I have a little question mark that appears and I hover over this you can see it's saying hey these are the top the top 10 customer details for 2020 and is telling me who my top customer was how much they purchase and on and on and so forth if I change the year to 2015 right and I go ahead and click hover over my little question mark the context changes this would this just didn't work like a report tooltip all within you know if I was hovering over a bar or a piece of the pie or something like that I actually had to configure this so that I can pass my slicer value my year slicer to that page to tip let me show you how I did it to do this I clicked on the slicer click on sync slicers and what I did was I made sure that for the two pages for my primary report and the two tip page I made sure that the sync was selected and I'm only displaying the slicer on the actual report page not the tooltip page so I'll uncheck that once I did that then any time I change here and hover it over it will pass the year to that report tool tip just like that it works a couple extra steps but if you want to pass the context of those filters from your main page to that to tip page you need to walk through those steps and so that's one way you can add some context another another neat way is I have the map on this report and let me show you what I did to the map so if you look at the map I have green and red you know and I want to show what those colors mean I don't have a legend here so I need to build something out and basically I built a to tip page just for that so then you go to click on that element and click on that element go to the formatter make sure you turn on your visual header to tip option and visual header and then select your map legend and then hover over the question mark and now you see right it's telling me low is red high is green so with these visual header tool tips not only can I add context to a specific visual but I can also provide more information what these two tips are great they're phenomenal it adds a lot it just makes my report sink a little bit all right what do you guys think you have any questions comments are you using report to tips and standard to tips and visual header to tips let's continue the conversation we're in comments below see first time visiting the guy in the cube channel that subscribe button you liked my video big thumbs up as always from Adam and myself thanks for watching we'll see in the next video

Channel: Guy in a Cube

Views: 67,497

Rating: 4.9771719 out of 5

Keywords: power bi tooltips, power bi, power bi desktop, power bi desktop tutorial, power bi report page tooltip, power bi report tooltip, power bi tool tip, power bi tooltip, power bi tutorial, power bi tutorial for beginners, power bi visual header tooltip, learn power bi, tooltip in power bi, tooltip in power bi desktop, business intelligence

Id: z1Z1axRSMzM

Length: 11min 20sec (680 seconds)

Published: Wed May 20 2020