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pbidaxlearner
Frequent Visitor

How to add a Notes to Matrix visual values if you hover over it

Hi Experts,

 

Please help me with adding notes to visual values in Matrix visual, I have Sales, Qty etc values if I hover to header it should show notes like Excel, in below visual for sales it showing notes. Like excel need to show in Power bi Matrix visual for Total sales Measure, Qty and Cost, If I hover Sales measure header it should Show notes like Sales same for other measure headers.

pbidaxlearner_0-1688756005073.png

pbidaxlearner_1-1688756928900.png

Please help me with this @Greg_Deckler , @amitchandak , @Ashish_Mathur 

2 ACCEPTED SOLUTIONS
Ritaf1983
Super User
Super User

Hi  @pbidaxlearner
Unfortunately, we don't have a notes object that is possible to use on every cell like in Excel in power bi.
But we can use tooltips. The option to muse it from columns heather is to add some button to every header and modify your notes on it :
For example, you can use a kind of "help" button.
Format it in the way you want.

Ritaf1983_6-1688790535770.png


Turn on the action and choose bookmark with none, just to modify your text note:

 

Ritaf1983_8-1688790665771.png

 



 

Result:

Ritaf1983_5-1688790234405.png

Link to a sample file :link to pbix 

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

 

Regards,
Rita Fainshtein | Microsoft MVP
https://www.linkedin.com/in/rita-fainshtein/
Blog : https://www.madeiradata.com/profile/ritaf/profile

View solution in original post

Hi @pbidaxlearner 

As i mentioned in previous responds.

This option doesnt exist in power bi unfortunately .

All others are alternatives:

1 Addins like zebra / inforiver

2. Buttons from my first answer

3. Bookmarks from last one.

You can vote it as idea here:https://community.fabric.microsoft.com/t5/Ideas/ct-p/PBI_Comm_Ideas

Regards,
Rita Fainshtein | Microsoft MVP
https://www.linkedin.com/in/rita-fainshtein/
Blog : https://www.madeiradata.com/profile/ritaf/profile

View solution in original post

5 REPLIES 5
Ritaf1983
Super User
Super User

Hi  @pbidaxlearner
Unfortunately, we don't have a notes object that is possible to use on every cell like in Excel in power bi.
But we can use tooltips. The option to muse it from columns heather is to add some button to every header and modify your notes on it :
For example, you can use a kind of "help" button.
Format it in the way you want.

Ritaf1983_6-1688790535770.png


Turn on the action and choose bookmark with none, just to modify your text note:

 

Ritaf1983_8-1688790665771.png

 



 

Result:

Ritaf1983_5-1688790234405.png

Link to a sample file :link to pbix 

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

 

Regards,
Rita Fainshtein | Microsoft MVP
https://www.linkedin.com/in/rita-fainshtein/
Blog : https://www.madeiradata.com/profile/ritaf/profile

Hi @Ritaf1983 ,

 

Thank you so much for reply,This method won't work for my requirement, because I have 21 measures in Matrix visual If we add button on top of header If i slide the visual, button will be misplaced.

But I saw something on youtube someone used notes but not sure how he got that option.https://youtu.be/E0FUis2TSLc

 

@Ritaf1983 once again I really appreciate your time and suggestions, this will help for fixed visual .

Hi @pbidaxlearner 
Inforiver (the table from the attached tutorial) and Zebra are 2 applications with much more possibilities than the generic tables and matrixes that we have.
But they are for pay.
For more information, you can visit their sites:
https://inforiver.com/matrix/

https://zebrabi.com/power-bi-custom-visuals/tables/

Back to the case of your multiple columns consider using bookmarks to show and hide some glossary about your table.
You can go to my published link and play with the buttons.
https://app.powerbi.com/view?r=eyJrIjoiMDdkYzRmZjYtMjU1MS00MTExLThhNTQtYzQ2Y2Q0NTIwYTE5IiwidCI6IjA3Y...
The tutorial for modifying is here:https://www.youtube.com/watch?v=7DuNAgiyIQU
Also updated a sample file from the previous answer.

Link to a sample file:link to pbix 

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

 

 

Regards,
Rita Fainshtein | Microsoft MVP
https://www.linkedin.com/in/rita-fainshtein/
Blog : https://www.madeiradata.com/profile/ritaf/profile

Hi @Ritaf1983 Thank you so much,I really appreciate it. Our requirement is to show each column notes,when they hover it. 

     

Hi @pbidaxlearner 

As i mentioned in previous responds.

This option doesnt exist in power bi unfortunately .

All others are alternatives:

1 Addins like zebra / inforiver

2. Buttons from my first answer

3. Bookmarks from last one.

You can vote it as idea here:https://community.fabric.microsoft.com/t5/Ideas/ct-p/PBI_Comm_Ideas

Regards,
Rita Fainshtein | Microsoft MVP
https://www.linkedin.com/in/rita-fainshtein/
Blog : https://www.madeiradata.com/profile/ritaf/profile

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