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4J's avatar
4J
New Member
2 years ago
Solved

Issue with tooltip data updating when filtering another visual

Hello,

I'm struggling to find a way to get the right output from a tooltip linked to a matrix table when filtering other visuals.

Here is the link (https://we.tl/t-8VQXObgaU5) to the PBIX file with an example of the issue. I would really appreciate any feedback you can provide.

I have a matrix table showing expenses categories with the total amount for the selected period based on the slicer. Then I created a tooltip that shows the evolution of each expense category from 2021 to 2023 and linked it to the matrix table. The tooltip works fine when applied to the matrix table, exactly as I intended. However, when I filter another visual showing product categories, the matrix table values update accordingly, but the tooltip does not.

I want to see all years in the tooltip, not just the year selected on the slicer, so I turned off the "Keep all filters" option on the tooltip page. If I turn it on, I can get the desired output when filtering other visuals, but then I can't see all years in the tooltip.

Is there any workaround to fix this?

Thank you in advance for your feedback!

 

Need Help
  • NaveenGandhi's avatar
    NaveenGandhi
    2 years ago

    Hi 4J 

    When you turn on keep filters in the tooltip page, The year slicer will impact the tooltip, to mitigate this you can create a dummy year table to use in the slicer. Then create below measure to use in page 1 visuals.

    Value page 1 = CALCULATE(TOTALYTD(
                SUM(Data[Value]), 'Calendar'[Date]),'Calendar'[Year]=SELECTEDVALUE('Year'[Year]))

     

    This should resolve the issue. I have attached the updated PBIX, feel free to check it.

    Let me know if this helps.
    If this post helps, then please consider Accept it as the solution to help the others find it more quickly. Appreciate you kudos!!

    Follow me on LinkedIn!!!

3 Replies

    • 4J's avatar
      4J
      New Member
      2 years ago

      Hi rubayatyasmin,

      Thank you for your reply.

       

      I would like to filter the 'Value by category' visual and have the tooltip data in the matrix table updated accordingly. Currently, the tooltip works fine for the matrix table alone, but when I apply a filter to the other visual, the tooltip data does not update as expected.

       

      • NaveenGandhi's avatar
        NaveenGandhi
        Memorable Member
        2 years ago

        Hi 4J 

        When you turn on keep filters in the tooltip page, The year slicer will impact the tooltip, to mitigate this you can create a dummy year table to use in the slicer. Then create below measure to use in page 1 visuals.

        Value page 1 = CALCULATE(TOTALYTD(
                    SUM(Data[Value]), 'Calendar'[Date]),'Calendar'[Year]=SELECTEDVALUE('Year'[Year]))

         

        This should resolve the issue. I have attached the updated PBIX, feel free to check it.

        Let me know if this helps.
        If this post helps, then please consider Accept it as the solution to help the others find it more quickly. Appreciate you kudos!!

        Follow me on LinkedIn!!!