{"id":1383,"date":"2023-03-03T10:58:27","date_gmt":"2023-03-03T10:58:27","guid":{"rendered":"https:\/\/monocroft.com\/?p=1383"},"modified":"2023-06-04T17:58:13","modified_gmt":"2023-06-04T17:58:13","slug":"how-to-add-help-tooltips-to-reports","status":"publish","type":"post","link":"https:\/\/monocroft.com\/how-to-add-help-tooltips-to-reports\/","title":{"rendered":"How to Add Help Tooltips to Reports in Power BI"},"content":{"rendered":"\n
In Power BI, help tooltips are a stylish way of providing reports with additional and detailed information or context for visualizations.<\/p>\n\n\n\n
These tooltips provide additional context, ensuring that users understand the data and its purpose within the report, which you can customize both in Power BI Desktop and the Power BI service.<\/p>\n\n\n\n
In this article, I will explain a step-by-step process on how to add help tooltips to your reports in Power BI Desktop, allowing users to access relevant information at any time.<\/p>\n\n\n\n
Let’s get started.<\/p>\n\n\n\n
Help tooltips are small, contextual pieces of details that appear when a user hovers over a specific component in your report.<\/p>\n\n\n\n
They can include anything from a brief description of the data to a detailed explanation of how to best use a certain feature. Without overcrowding your report, help tooltips are a terrific way to provide your users with more context and information.<\/p>\n\n\n\n
Typically, help tooltips can be helpful for users who are new or barely familiar with Power BI. or the data being presented. Hence, when adding them to your reports, it is important to understand their purpose and how they can enhance the user experience.<\/p>\n\n\n\n
Power BI offers different techniques to add tooltips to your reports, each with its benefits and applications. In this section, let’s take a look at two methods you can use Power BI to make tooltips, so you can choose the one that works best for you.<\/p>\n\n\n\n
To start with, open your Power BI Desktop and add your visual to the canvas. Make sure to select the visual to which you want to add a tooltip.<\/p>\n\n\n\n
(Here is what my visual look like)<\/em><\/p>\n\n\n Now, to add help tooltips to your visual, go to the “Data” pane and drag the column you want to add into the “Tooltips” data fields in “Visualizations”<\/p>\n\n\n In this example, I dragged “Country” and “Geography Key” into the “Tooltips field. This adds more information to the visual whenever I hover my mouse over it. <\/p>\n\n\n\n NB: This method is very simple, but a bit limited.<\/em><\/p>\n\n\n\n To use this method, start by opening your Power BI report. After that, navigate to the “Data” pane then click + <\/strong>sign to create a blank new tooltip page. Your tooltips will be contained on this page, and you can name this page “Tooltip” or something similar.<\/p>\n\n\n\n Next is to go to the “Visualization” pane and click on “Format.” Under “Page information” click on the “Tooltip” toggle and make sure it’s “On.”<\/p>\n\n\n Now, go to the “Data” pane and drag the columns you want to display on your visual to the canvas, and customize them using any visually appealing visualization.<\/p>\n\n\n\n (Here is my customized tooltip page where I used the “Card” visual and the “Sales” and “Profit” columns)<\/em><\/p>\n\n\n Now, once you create the tooltip page, the next step is to add this tooltip to your visual. To do this, go back to your visualization and select the visual you want to add this newly customized help tooltip to.<\/p>\n\n\n\n (Here is the visualization I want to add the customized help tooltip to)<\/em><\/p>\n\n\n To add the tooltip, go to the format section in the “Visualization” pane. Here, go to “General,” and click on “Tooltips” then change “Type” to Report page <\/strong>and “Page” to Tooltip <\/strong>(the name of your custom tooltip page)<\/em>.<\/p>\n\n\n Now, go to the canvas and hover your mouse on your visualization, and it will display the newly customized tooltips you just created.<\/p>\n\n\n\n There are a lot of benefits to using help tooltips in Power BI reports. One such is to help improve the general user experience, by proving additional context and details, making it easier for them to understand the data.<\/p>\n\n\n\n Another benefit of using help tooltips is reducing support requests, by providing clear and enough information about the data. This can save you some time and resources.<\/p>\n\n\n\n Finally, the use of help tooltips can lead to quicker informed decision-making and better outcomes.<\/p>\n\n\n\n Now that you understand how to add help tooltips to your Power BI reports, it is essential to know some best practices for creating effective tooltips. The following are a few tips to keep in mind:<\/p>\n\n\n\n While help tooltips can aid your reports, there are a few common mistakes you must avoid:<\/p>\n\n\n\n NB: It is important to keep the tooltips concise and relevant to the data being presented when customizing them. Too much information or irrelevant information can be confusing to the viewer.<\/em><\/p>\n\n\n\n Yes, you can associate tooltips with specific visuals or elements in your Power BI report. This allows you to provide more details or context for your audience.<\/p>\n\n\n\n Help tooltips can enhance report discoverability by briefly describing the key report details and when optimized for search engines, it can improve its visibility.<\/p>\n\n\n\n Help tooltips can improve the user experience of your report. Hence, providing users with extra information or context about the report.<\/p>\n\n\n\n Yes, you can add help tooltips in Power BI service. To do that, just follow the steps explained in this article.<\/p>\n\n\n\n Adding help tooltips to your Power BI reports is a great way to provide users with additional context and information, without cluttering up your report with unnecessary details.<\/p>\n\n\n\n By following the guidelines provided in this article, and keeping in mind some best practices for creating effective tooltips, you can take your reporting to the next level and provide your users with the insights they need to make informed decisions.<\/p>\n\n\n\n So what are you waiting for? Start adding help tooltips to your Power BI reports today!<\/p>\n\n\n\n If you enjoyed reading this, you can also check why your Power BI report screen is not working and how to fix it.<\/a><\/p>\n\n\n\n Thanks for reading!<\/p>\n","protected":false},"excerpt":{"rendered":" In Power BI, help tooltips are a stylish way of providing reports with additional and detailed information or context for … <\/p>\n<\/figure><\/div>\n\n\n
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Method 2: Creating a Report Tooltip Page<\/h3>\n\n\n\n
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Benefits of using Help Tooltips in Power BI Reports<\/h2>\n\n\n\n
Best Practices for Creating Effective Help Tooltips in Power BI Reports<\/h2>\n\n\n\n
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Common Mistakes to Avoid When Using Help Tooltips in Power BI Reports<\/h2>\n\n\n\n
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FAQs<\/h2>\n\n\n\n
Can you associate tooltips with specific visuals in Power BI reports?<\/h3>\n\n\n\n
What role does help tooltips play to enhance report visibility?<\/h3>\n\n\n\n
Why should you add help tooltips to your Power BI report?<\/h3>\n\n\n\n
Can I add help tooltips to Power BI service?<\/h3>\n\n\n\n
Conclusion: How to Add Help Tooltips to Reports in Power BI<\/h2>\n\n\n\n