Forum Discussion

freswood's avatar
freswood
Helper I
9 years ago
Solved

Add help tooltips to reports

Hi there,

 

I've created a report that contains several graphs, and I'm hoping to add some sort of help/documentation to the report. Ideally I'd like a textbox to be displayed when the user hovers over/clicks a graph or help button. I know it's possible to add text boxes, however the documentation would be somewhat lengthy and I wouldn't want it to be permanently displayed on the report.

 

Thanks for your help!

  • Miguel Myers (spelling?) has a hot tip for this in his webinar on building beautiful power bi reports...

     

    basically he uses a donut chart overlaying a text box with a ? in it to create a little help widget. then he creates a table of help texts and adds it to the legend for that donut chart.  then he filters the column to only show the help he wants..

     

     

    I use this technique and it works OK but its not perfect and I'd be interested to hear if anyone has a better way to show dynamic help.

     

    one other way I have been thinking about is to use a measure with "HASONEVALUE" which shows generic" about this dashboard" then switches to "help text" when a filter is selected

9 Replies

  • dearwatson's avatar
    dearwatson
    Continued Contributor

    Miguel Myers (spelling?) has a hot tip for this in his webinar on building beautiful power bi reports...

     

    basically he uses a donut chart overlaying a text box with a ? in it to create a little help widget. then he creates a table of help texts and adds it to the legend for that donut chart.  then he filters the column to only show the help he wants..

     

     

    I use this technique and it works OK but its not perfect and I'd be interested to hear if anyone has a better way to show dynamic help.

     

    one other way I have been thinking about is to use a measure with "HASONEVALUE" which shows generic" about this dashboard" then switches to "help text" when a filter is selected

    • ymouman's avatar
      ymouman
      Frequent Visitor

      Thanks dearwatson a diffrent way could be to use this HTML custome Visual, then put some html code instead of the comment, somthing like: 
      <a href="" title="tooltip text ..."><h1 style="color:white;">?</h1></a>

       

      • sravan's avatar
        sravan
        Frequent Visitor

        Hi@ymouman,

        This worked as charm, however, when i click it the question mark or text will disapper.. is there any work around for this?

         

         

        thanks in advance:)

         

        sravan

    • freswood's avatar
      freswood
      Helper I

      Thanks dearwatson that worked perfectly! It's a little clumsy to use so hopefully they add custom tooltips as a feature.

  • Update from recent version of PBI:
    There is already an option for Header Help tooltip for each single visual, which can be used as Text tooltip or as Tooltip page.
    1. Select visual -> Format -> General
    2. Under Header icons -> in Icons menu activate last icon: Help tooltip ON

     


    3. In newly available Help tooltip submenu, define details (Type either Test or Report page)

     


    When created, the '?' icon will appear in the visual header and when hovered over the questionmark, the tooltip is displayed:

     

  • This may help. I created a button and make it transparent (transparency 100%). In the "Action" pane I selected "Web URL" but I left the URL in blank. Below there is a "Tool Tip" panel that allows you to write any text.

    So, whenever you hover the button it will shows that text.

  • v-sihou-msft's avatar
    v-sihou-msft
    Microsoft Employee

    freswood

     

    Currently, you must put a field into tooltip or legend box to have it appeared when hover on data point in visual. It's not supported to hard code some description text as tooltip. Please vote this idea.

     

    Regards,