Card Visuals with Tooltips

HI Power2G ,

To address your requirement, the challenge lies in creating tooltips for measures representing the Current Month, Prior Month, and Same Month of the Prior Year, while maintaining dynamic functionality with slicers applied to the report. Here's how you can implement a solution:

Steps to Achieve the Desired Functionality

1. Create Supporting Measures

You need to create dynamic measures for the Prior Month and Same Month of the Prior Year based on the slicer selections.

Current Month Selected:

Current Month Value =
CALCULATE(
    SUM(Value),
    FILTER(
        ALL(DateTable),
        DateTable[DateKey] = MAX(DateTable[DateKey])
    )
)

Prior Month Selected:

Prior Month Value =
CALCULATE(
    SUM(Value),
    FILTER(
        ALL(DateTable),
        DateTable[Year] = SELECTEDVALUE(DateTable[Year]) &&
        DateTable[MonthNumber] = SELECTEDVALUE(DateTable[MonthNumber]) - 1
    )
)

Same Month Prior Year Selected:

Prior Year Month Value =
CALCULATE(
    SUM(Value),
    FILTER(
        ALL(DateTable),
        DateTable[Year] = SELECTEDVALUE(DateTable[Year]) - 1 &&
        DateTable[MonthNumber] = SELECTEDVALUE(DateTable[MonthNumber])
    )
)

2. Create a Breakdown Table for Tooltips

To display the breakdown in a tooltip, create measures for each category and subcategory breakdown for the respective time periods.

Measure for Current Month Breakdown:

Current Month Breakdown =
SUMX(
    VALUES(Category),
    CALCULATE(
        SUM(Value),
        FILTER(
            ALL(DateTable),
            DateTable[DateKey] = MAX(DateTable[DateKey])
        )
    )
)

Similarly, create breakdown measures for Prior Month and Prior Year.

3. Configure Tooltip Page

1. Create a New Page:

   • Set the page size to "Tooltip" under Page Settings.
   • Enable "Allow use as tooltip" in Page Information.

2. Add a Table/Matrix for Breakdown:

   • Use Category, Sub-Category, and the corresponding measures (e.g., Current Month Breakdown, Prior Month Breakdown, etc.) in a Matrix visual.

3. Set Filters on the Tooltip Page:

   • Use the Date and Category fields to filter the tooltip dynamically.

4. Link the Tooltip to the Cards

1. Go back to your main report page.
2. Select each card visual (for Current Month, Prior Month, and Prior Year).
3. Under the "Format" pane, go to the "Tooltip" section:
   • Enable Tooltips.
   • Set the tooltip type to "Report Page."
   • Choose the tooltip page you just created.

5. Handle the Dynamic Filtering Issue

If tooltips do not update dynamically for Prior Month and Prior Year, the issue might stem from slicer context. Adjust the filtering by explicitly passing the context using KEEPFILTERS or variables in the tooltip measure.

For example:

Prior Month Tooltip Breakdown =
CALCULATE(
    SUM(Value),
    FILTER(
        ALL(DateTable),
        DateTable[Year] = SELECTEDVALUE(DateTable[Year]) &&
        DateTable[MonthNumber] = SELECTEDVALUE(DateTable[MonthNumber]) - 1
    )
)

6. Validate and Test

• Interact with slicers (Company, Year, Month) and ensure that the tooltips correctly display breakdowns for the selected time periods.
• Debug using "Performance Analyzer" to ensure measures are computed efficiently.

Please mark this as solution if it helps you. Appreciate Kudos.