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fjjpeeters1976's avatar
fjjpeeters1976
Helper III
1 year ago
Solved

Simple Waterfall Tooltip issue

Hi all,

 

I created below Simple Waterfall, every box is a separate measure.

It works well and I am happy with the result, however now I want to create a tooltip that gives further information about each item. I created the tooltip and it works, however I do not know how I can have it filter on each item. So for example if I hover over Energy it should show me the tooltip for Energy and when I have fixed cogs it shows me the tooltip for fixed cogs, or it changes the overall tooltip.

Normally I understand that the tooltips takes over the filter from the main page but as we do not have filters here but measures I am not sure how to do it.

 

 

 

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  • grazitti_sapna's avatar
    grazitti_sapna
    1 year ago

    Hi fjjpeeters1976,

     

    Let's do below checks

    WaterfallItems - Make sure this table is not related to any other table in the model (leave it disconnected).

    Make sure [Energy], [FixedCOGS], etc., are independent measures, not columns.

    The “WaterfallValue” is a single measure returning the correct value based on selected row.

    Ensure WaterfallItems[Item] is the only field in the axis. If you accidentally added WaterfallValue as a field, not a measure, it might show an unwanted row.

     

    • Axis (Category): WaterfallItems[Item]

    • Values: WaterfallValue (the combined measure)

    • Tooltip field (optional): Add WaterfallItems[Item]
      If you accidentally added WaterfallValue as a column or dimension, Power BI may treat it as a separate row (like “WaterfallValue”), which causes the visual to break or show odd numbers.

      If everthing seems fine, try iterating the steps carefully which i mentioned earlier. 

     

     

     

6 Replies

  • grazitti_sapna's avatar
    grazitti_sapna
    Super User
    1 year ago

    Hi fjjpeeters1976,

     

    You can achieve this by following below steps:-

    First create a disconnected table, use below DAX 

     

    WaterfallItems = DATATABLE(
    "Item", STRING,
    {
    {"Energy"},
    {"Fixed COGS"},
    {"Labour"},
    {"Packaging"},
    {"Total"}
    }
    )

     

    Now Combine the measures which you've created into one dax (See Blow)

     

    WaterfallValue =
    SWITCH(
    SELECTEDVALUE(WaterfallItems[Item]),
    "Energy", [Energy],
    "Fixed COGS", [FixedCOGS],
    "Labour", [Labour],
    "Packaging", [Packaging],
    "Total", [Total],
    BLANK()
    )

     

    Now 

     

    • Add WaterfallItems[Item] to the Category axis of the waterfall chart

    • Use WaterfallValue as the value

    • Add WaterfallItems[Item] as a tooltip field (optional)

    • Enable your tooltip page and set its page to accept context from WaterfallItems[Item]

    Now Create a tooltip report page

     

     

    • Create a tooltip report page

    • Page Information:

      • Set "Tooltip" to On

      • Set "Page size" to Tooltip

    • Add your desired visuals

    • Add a slicer or card or logic that filters on WaterfallItems[Item]

      • It will receive the filter automatically from hover

    Follow above steps and you'll be able to achieve dynamic changing tooltip

     

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    • mark_endicott's avatar
      mark_endicott
      Super User
      1 year ago

      grazitti_sapna - This is nice, I tried to think of a way to do this with a calculation group, but couldnt make it work. 

       

      Very tidy solution!

    • fjjpeeters1976's avatar
      fjjpeeters1976
      Helper III
      1 year ago

      Hi,

       

      Your answer looks like a logical approach but when I try it I get strange numbers and one item called Waterfallvalue. Not sure what I am doing wrong

       

       

       

      • grazitti_sapna's avatar
        grazitti_sapna
        Super User
        1 year ago

        Hi fjjpeeters1976,

         

        Let's do below checks

        WaterfallItems - Make sure this table is not related to any other table in the model (leave it disconnected).

        Make sure [Energy], [FixedCOGS], etc., are independent measures, not columns.

        The “WaterfallValue” is a single measure returning the correct value based on selected row.

        Ensure WaterfallItems[Item] is the only field in the axis. If you accidentally added WaterfallValue as a field, not a measure, it might show an unwanted row.

         

        • Axis (Category): WaterfallItems[Item]

        • Values: WaterfallValue (the combined measure)

        • Tooltip field (optional): Add WaterfallItems[Item]
          If you accidentally added WaterfallValue as a column or dimension, Power BI may treat it as a separate row (like “WaterfallValue”), which causes the visual to break or show odd numbers.

          If everthing seems fine, try iterating the steps carefully which i mentioned earlier. 

         

         

         

  • mark_endicott's avatar
    mark_endicott
    Super User
    1 year ago

    fjjpeeters1976 - I'm afraid this is not how tooltips work, you'll need to have a rethink round how you'd like this data presented. 

     

    If I answered your question please mark my post as the solution, it helps others with the same challenge find the answer!