Card Visuals with Tooltips

[Power2G]

Hi Community,

I have been trying to find a way around this but can't seem to find a way.

I have a high level report that has a number of different measures via cards.

There are slicers on the page.

• Company
• Year
• Month

Predominatly there are three separate measures in separate cards (Grouped next to eachother) that identify the value for a category for:

• Current Month Selected
• Prior Month Selected
• Month of the previous year selected

I would like to create a tool tip that identifies the breakup of the numbers and have been able to do this by adding the category in the filters pane based on the measure for the month selected, but I can't get it to work on the Prior month and the prior year.

The fields I have are:

• Catergory
• Sub-Category
• Date
• Datekey (Linked to a date table)
• Company
• Value

Is there a way around this?

[v-aatheeque]

Hi @Power2G ,

we haven't heard back from you regarding our last response and wanted to check if your issue has been resolved.

If our response addressed your query, please mark it as Accept Answer and click Yes if you found it helpful.

Should you have any further questions, feel free to reach out.
Thank you for being a part of the Microsoft Fabric Community Forum!

[Power2G]

Thanks, but I already have these

[v-aatheeque]

Hi @Power2G ,

Glad that your query got resolved and If our response addressed by the community member for  your query, please mark it as Accept Answer and click Yes if you found it helpful.

Should you have any further questions, feel free to reach out.

Thank you for being a part of the Microsoft Fabric Community Forum!
 

[Kedar_Pande]

@Power2G 

Create Measures:

Current Month Value = CALCULATE(SUM(ValueTable[Value]), DateTable[MonthKey] = SELECTEDVALUE(DateTable[MonthKey]))
Prior Month Value = CALCULATE(SUM(ValueTable[Value]), DATEADD(DateTable[Date], -1, MONTH))
Previous Year Value = CALCULATE(SUM(ValueTable[Value]), SAMEPERIODLASTYEAR(DateTable[Date]))

Add a new page, enable "Tooltip" in Page Settings.
Add Category, Sub-Category, and the measures for breakdown.

Set the card visuals to use the tooltip page in Tooltip settings.

💌 If this helped, a Kudos 👍 or Solution mark ✅ would be great! 🎉
Cheers,
Kedar
Connect on LinkedIn

[Power2G]

Thanks @Kedar_Pande , but I already have these calculations.

[FarhanJeelani · Accepted solution]

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.

[Power2G]

Thanks @FarhanJeelani ,

I get the concept, but this did not work. I have had to make a separate Tooltip page for each. Not what I wanted as this will now over complicate the report.