Simple Waterfall Tooltip issue

[fjjpeeters1976]

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.

[grazitti_sapna]

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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[fjjpeeters1976]

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 · Accepted solution]

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. 

[fjjpeeters1976]

Thanks a lot. It turned out that Power BI made automatic connections with my newly created Waterfall table messing things up. That solved the issue with the strange numbers. I had to change a setting within the graph not to have a total to get rid of the waterfall value column. I also tried the tooltip and it works. Thanks very much, very appreciated. You saved me a lot of time.

BR, Frank

[mark_endicott]

@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!

[mark_endicott]

@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!