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Erosenthal's avatar
Erosenthal
Regular Visitor
9 months ago
Solved

Populate a Tooltip from a Data Dictionary

I'm on a mission to standardize the definitions for various metrics/variables in my company's PowerBI reports, and would like to have the tooltip include a definition populated from a separate source...
  • Ahmed-Elfeel's avatar
    8 months ago

    Hi Erosenthal,

    For doing standardized tooltips from a data dictionary there is about 3 or 4 approaches you can try

     

    First Approach:

    you can use Field Parameters and Data Dictionary Table to achieve this:

    • Create your Data Dictionary table in Power Query:
    // Just An Example
    let
        Source = Table.FromRows({
            {"Days in Warehouse", "Number of calendar days an item has been in warehouse storage", "Operations"},
            {"Inventory Turnover", "Cost of goods sold divided by average inventory", "Finance"},
            {"Order Fill Rate", "Percentage of orders completely filled from stock", "Operations"}
        }, type table [Metric=text, Definition=text, Category=text])
    in
        Source
    • Then create relationships between your fact tables and the data dictionary

    • Also use the Definition field directly in tooltips by adding it to the Tooltips field in your visuals

    Second Approach:

    If you prefer DAX you can use calculated columns with LOOKUPVALUE

    Definition = 
    LOOKUPVALUE(
        'Data Dictionary'[Definition],
        'Data Dictionary'[Metric], [Your Metric Field]
    )

    Third Approach:

    Create a single reusable tooltip page that works for all metrics:

    • Create one tooltip report page

    • Add a measure that detects the current contxt:
    Current Metric Definition = 
    VAR CurrentMetric = SELECTEDVALUE('Table'[Metric Name])
    RETURN
    CALCULATE(
        SELECTEDVALUE('Data Dictionary'[Definition]),
        'Data Dictionary'[Metric] = CurrentMetric
    )
    • Finally use this measure in your tooltip page

    Bonus Approach:

    • This is the modern approach which you can use field Parameters to create dynamic metrics then combine with your data dictionary

    I recommend you Approach No.1 as it is the most Straightforward and Maintainable Solution 🎊❤️

    if this post helps, then I would appreciate a thumbs up and mark it as the solution to help the other members find it more quickly.