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Andrew-HLP's avatar
Andrew-HLP
Helper I
1 year ago
Solved

Tooltips (beginners question)

Hello 

 

I have built a report (matrix) which looks like this...

 

 

I can use the [+] buttons on each row to drill though the accounts hiarchy to show different levels of detail - Level 1 (summary) to   Level 4 (detail).  In the screenshot below the tree has been expanded to show level 2 detail.

 

 

I would like to make my Tooltip window dynamic so that it shows the next level of detail to what is displayed.

It is easy to fix it so it always displays level x data for the cell I am hovering over but not the next level down (screenshot below is fixed to show level 2).

 

 

I can ascertain what level the main report is expanded by checking if the following expression  is true: 

 

isinscope('GL Map Accounts'[Level x])
 

How can I use this to vary the contents of the Tooltip?

 

Thanks in advance for your help.

 

Regards

Andrew

 

P,S.  Reports contain spurious test data not real data.

 

 

  • Anonymous's avatar
    Anonymous
    1 year ago

    Hi Andrew-HLP ,

     

    Thank you for reaching out to Microsoft Fabric Community Forum.

    DataNinja777 Thank you for your response.

     

    Andrew-HLP You're on the right track using ISINSCOPE() to detect the current level in the matrix. Since your goal is to show the next level down in a dynamic Tooltip based on what's currently expanded in the matrix, here's an approach that works well in practice:

    Instead of trying to dynamically change the field parameter (which Power BI doesn't currently support conditionally), you can use multiple visuals on your Tooltip page,one for each level of detail and control their visibility using DAX.

    For example, you could create measures like:

    ShowLevel3InTooltip =
    IF(
        ISINSCOPE('GL Map Accounts'[Level 2]) && NOT ISINSCOPE('GL Map Accounts'[Level 3]),
        1,
        0
    )

    This measure checks if you're currently viewing Level 2 and hides the visual unless you're hovering at that level.

    Then on your Tooltip page:

    • Add a visual for each level you want to show (e.g., Level 3, Level 4).
    • Use a visual-level filter on each one like ShowLevel3InTooltip = 1 to ensure only the correct level is visible based on the matrix drill level.

    This gives users a clean experience where the Tooltip always shows the next level of detail, depending on how far they've expanded in the matrix.

     

    If this post helps, then please consider Accepting as solution to help the other members find it more quickly, don't forget to give a "Kudos" – I’d truly appreciate it!

    Regards,

    B Manikanteswara Reddy

6 Replies

  • DataNinja777's avatar
    DataNinja777
    Super User
    1 year ago

    Hi Andrew-HLP ,

     

    It often makes more sense to use a mapping table rather than hardcoding the logic directly in DAX. This keeps your model cleaner, more scalable, and easier to maintain, especially if the hierarchy changes or grows.

    Instead of using a SWITCH statement like this:

    VAR CurrentLevel =
    SWITCH(
        TRUE(),
        ISINSCOPE('GL Map Accounts'[Level 4]), 4,
        ISINSCOPE('GL Map Accounts'[Level 3]), 3,
        ISINSCOPE('GL Map Accounts'[Level 2]), 2,
        ISINSCOPE('GL Map Accounts'[Level 1]), 1,
        0
    )

    You could create a simple mapping table like this:

    LevelName LevelOrder NextLevel
    Level 1 1 2
    Level 2 2 3
    Level 3 3 4
    Level 4 4 5

     

    Then, in your 'GL Map Accounts' table, include a LevelOrder column and set up a relationship or use a lookup to bring in the corresponding NextLevel.

    Your measure would become:

    ShowOnlyNextLevel =
VAR CurrentLevelOrder =
    MAX('GL Map Accounts'[LevelOrder])
VAR NextLevelOrder =
    CALCULATE(
        MAX('Level Mapping'[NextLevel]),
        FILTER(
            'Level Mapping',
            'Level Mapping'[LevelOrder] = CurrentLevelOrder
        )
    )
RETURN
    MAX('GL Map Accounts'[LevelOrder]) = NextLevelOrder

    This way, you’re decoupling logic from DAX and putting structure in your data model, which is always a good idea when dealing with complex or potentially changing hierarchies.

     

    Best regards,

     

    • Andrew-HLP's avatar
      Andrew-HLP
      Helper I
      1 year ago

      Hello, thanks for the reply.  You are right, I am currently using SWITCH and ISINSCOPE() to return the current level / next level (current level + 1).   Switching to a table might be neater, but it doesnt solve my problem.

       

      My mapping table ('GL Map Accounts') table looks like this:

       

      NB: I realise I could make this more efficient by holding the mapping for each pair of levels (e.g. Level 1 and Level 2, Level 2 and Level 3, Level 3 to Level 4) in seperate tables but users find a flat structure easier to work with.

       

      I want rows in the Tooltip window to dynamically change to show the next level down when I hover over a cell.  Its easy enough to fix the level or even dynamically change it using the parameter and slicer

       

      Code for Parameter (doesn't allow conditional statements within it)

       

       

      Parameter Level =
      {
          ("L1", NAMEOF('GL Map Accounts'[Level 1]), 0),
          ("L2", NAMEOF('GL Map Accounts'[Level 2]), 1),
          ("L3", NAMEOF('GL Map Accounts'[Level 3]), 2),
          ("L4", NAMEOF('GL Map Accounts'[Level 4]), 3)
      }
       
      Slicer
       
       Config of Tooltip
       

       

      Does anyone have any ideas?
       
      Thanks in advance.

       

      Andrew

      • Anonymous's avatar
        Anonymous
        Not applicable
        1 year ago

        Hi Andrew-HLP ,

         

        Thank you for reaching out to Microsoft Fabric Community Forum.

        DataNinja777 Thank you for your response.

         

        Andrew-HLP You're on the right track using ISINSCOPE() to detect the current level in the matrix. Since your goal is to show the next level down in a dynamic Tooltip based on what's currently expanded in the matrix, here's an approach that works well in practice:

        Instead of trying to dynamically change the field parameter (which Power BI doesn't currently support conditionally), you can use multiple visuals on your Tooltip page,one for each level of detail and control their visibility using DAX.

        For example, you could create measures like:

        ShowLevel3InTooltip =
        IF(
            ISINSCOPE('GL Map Accounts'[Level 2]) && NOT ISINSCOPE('GL Map Accounts'[Level 3]),
            1,
            0
        )

        This measure checks if you're currently viewing Level 2 and hides the visual unless you're hovering at that level.

        Then on your Tooltip page:

        • Add a visual for each level you want to show (e.g., Level 3, Level 4).
        • Use a visual-level filter on each one like ShowLevel3InTooltip = 1 to ensure only the correct level is visible based on the matrix drill level.

        This gives users a clean experience where the Tooltip always shows the next level of detail, depending on how far they've expanded in the matrix.

         

        If this post helps, then please consider Accepting as solution to help the other members find it more quickly, don't forget to give a "Kudos" – I’d truly appreciate it!

        Regards,

        B Manikanteswara Reddy