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RNZALR
Helper I
Helper I

Turning context off within a Tool Tip

Hi Everyone,

 

I have a financial report I've created and within it, I show some key headline numbers.  One of those is the bank balance as at a given month of a year.  There are slicers within the report so a user can choose the financial year and then the relevant month and then the report will surface up the relevant info.  It's working well, however I've decided I want to add a tool tip graph so that when you hover over the bank balance it shows the net cash flow movements for the relevant financial year.  This is where my problem starts.

 

You see, if I select a month in the "Select Month" slicer, I lose all the months in the Net Cash Flow tool tip and this shows:  

RNZALR_0-1683611606447.png

What I want to happen is for the tool tip to show ALL months within the Financial Year(s) selected and ignore the "Select Month" slicer whilst at the same time, have the "Bank Balance" card react to the "Select Month" Slicer i.e. the tool tip should look like the below, but it only gives this view if I de-select the "Select Month" slicer which is not how I want it to react

RNZALR_1-1683611762732.png

The dax formulas used are:

Bank Balance = CALCULATE([Net Cash Flow],

            FILTER(
             ALL('Date Table'),
                'Date Table'[Date]<=MAX('Date Table'[Date])))
 
And:

Net Cash Flow = CALCULATE(

    SUM(Journals[Net Amount]), Journals[Account Type] = "Bank")
 
I think I need opposite of ALLSELECTED within the Net Cash Flow measure, but I'm not sure if someone like that exists or what I should be doing?!?
 
Thanks in advance for your help!
1 ACCEPTED SOLUTION
RNZALR
Helper I
Helper I

Managed to solve this myself by putting a blank measure inside a Card visualisation then turning the card background off so it was transparent.  I then placed the Net Cash Flow measure inside the tool tip of the blank card and turned off the interaction with the blank card in relation to the "Select Month" slicer.  Works perfectly.

 

I'd love to know the dax formula that would give me what I want though.

View solution in original post

1 REPLY 1
RNZALR
Helper I
Helper I

Managed to solve this myself by putting a blank measure inside a Card visualisation then turning the card background off so it was transparent.  I then placed the Net Cash Flow measure inside the tool tip of the blank card and turned off the interaction with the blank card in relation to the "Select Month" slicer.  Works perfectly.

 

I'd love to know the dax formula that would give me what I want though.

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