Table pop-up visual

[Anonymous]

A relative newbie here; i'm working on producing a resourcing report.

I have the following underlying table structrue for my PowerBI Report

Worker	Project	FTE
Tom	X	0.5
Jim	X	0.7
Tom	Y	0.8
Hamish	Z	0.5

I have set up a table Visual in my report which displays the Project and FTE only. So the table above is displayed as follows. By removing the 'Project Column' from my view, I am able to get a summarised total per resource. 

Worker	FTE
Tom	1.3
Jim	0.7
Hamish	0.5

I want to be able to have a conditional / pop up visual of sorts which allows be to click on/hover-over Tom and show all projects that he is working on (i.e. Project X and Y). I have looked into Drill Through and Tooltips as potential options, but am unable to get them to work in my scenario. 

What would be the best way to do this? Any guidance would be much appreciated!

[KNP · Accepted solution]

It sounds like custom tooltips or drill 'down' is what you need.

Here's a good video to setup the tooltips.

https://www.youtube.com/watch?v=URTA7JZsAtw&ab_channel=GuyinaCube

[serpiva64 · Accepted solution]

Hi,

if you want to add a drilltrhough page like this:

you need:

- add another page
- in the new page  in this area:

- drop Worker in "Add drill-through fields here"

- change the name of the page to help user understanding it i a DT page

- then in your first page with the right click on the name 

you reach your drill-through page.

If this post is useful to help you to solve your issue consider giving the post a thumbs up 👍

 and accepting it as a solution !

[KNP · Accepted solution]

@serpiva64 - For drill through, you don't need to enable 'cross report' unless the intention is to drill through to other reports. It is not required for the same report. 

https://docs.microsoft.com/en-us/power-bi/create-reports/desktop-cross-report-drill-through?tabs=pow...

I think drill down or tooltips are more appropriate for @Anonymous's scenario.

[Anonymous]

Thank you once again for taking the time out to respond, KNP. I think you're probably right in that it is more trouble than it's worth. 

[serpiva64 · Accepted solution]

Hi,

if you want to add a drilltrhough page like this:

you need:

- add another page
- in the new page  in this area:

- drop Worker in "Add drill-through fields here"

- change the name of the page to help user understanding it i a DT page

- then in your first page with the right click on the name 

you reach your drill-through page.

If this post is useful to help you to solve your issue consider giving the post a thumbs up 👍

 and accepting it as a solution !

[KNP · Accepted solution]

@serpiva64 - For drill through, you don't need to enable 'cross report' unless the intention is to drill through to other reports. It is not required for the same report. 

https://docs.microsoft.com/en-us/power-bi/create-reports/desktop-cross-report-drill-through?tabs=pow...

I think drill down or tooltips are more appropriate for @Anonymous's scenario.

[KNP · Accepted solution]

It sounds like custom tooltips or drill 'down' is what you need.

Here's a good video to setup the tooltips.

https://www.youtube.com/watch?v=URTA7JZsAtw&ab_channel=GuyinaCube

[KNP]

See attached PBIX file below and gif showing drill down options. Have a look at the file and let me know if you have any questions.

[Anonymous]

Thanks KNP! Really appreciate you taking the time out to create a visual flow. I have managed to create a Tooltip which works quite well.

A quick follow-up, if you don't mind. Is there a way to make that tool tip clikable and display permanently until closed, rather than having to hover over it? Ideally, to be able to click on the visual, have a box appear on the screen on which there is a focus, and have the background of the report greyed out?

[KNP · Accepted solution]

Unfortunately no, not as a tooltip anyway. I also find the hover functionality annoying at times.

You could fake it with bookmarks potentially, although it may be more effort than it's worth.

You'd likely need to have a button that was conditionally populated/active, upon selecting a row/item, activate the button, when clicking the button have a dynamic action that shows a visual and has a semi-transparent rectangle that makes it look like the other visuals are greyed out. It would be a fun exercise to do if I had time and there are a lot of useful techniques in there, but like I say, probably more effort than it's worth.

The other way to deal with it would be to drill through to another page. If you really needed the other visuals greyed out you could duplicate your existing page and put the semi transparent rectangle I mentioned above, over the other visuals.

It really is down to the importance of these features for the report consumers vs effort.

Hope this helps.