Adding pop-up notes to report

[johnwedeles]

Hello: I am trying to add a notes page to a Power BI report. The page would contain notes and data sources for the report. The user would ideally be able to click on an icon, view the notes, and then close out of the page to return to the visuals.

Is this possible through the bookmark function, or something similar? Thank you. 

[PaulDBrown · Accepted solution]

@johnwedeles 

Just to add to the toolkit of options already submitted...

1) if you wish to add short information regarding a specific visual, you can resort to the header tooltip:

2) if you need slightly longer text, or images etc, you can use the report page tooltip in the header of the visual aswell. The tooltip appears when a user hovers over the " ? " symbol on the header.

3) If you need longer format, or the info is related to a whole page (and you wish to include links to sources etc), I would suggest that using bookmarks/buttons to go to another page is your best option.

[VasTg]

@johnwedeles 

Look into report pages as tooltips. Even filters the data based where you hover over..

https://docs.microsoft.com/en-us/power-bi/desktop-tooltips

If it helps ,mark it as a solution

Kudos are nice too

[johnwedeles]

Thank you @VasTg - this is helpful. I'm looking to have a static page with a text box that lists the notes and data sources for the entire page - so it's not just related to certain visuals. 

[v-lionel-msft]

Hi @johnwedeles ,

The method @VasTg  provided is a good way. In addition, you can also implement it with buttons and text boxes.

Using buttons in Power BI 

Add text boxes and shapes to Power BI reports 

Show or Hide a Power BI Visual Based on Selection 

Best regards,
Lionel Chen

If this post helps, then please consider Accept it as the solution to help the other members find it more quickly.

[johnwedeles]

Great - thank you @v-lionel-msft @PaulDBrown @VasTg - these are all helpful ideas. I think I will try a combination of bookmarks and buttons for this purpose.