Hi @Aarush9885 ,
You've hit on a very common and tricky issue in Power BI when dealing with measures in the "Values" section of a matrix and custom tooltips! Your understanding is spot on: because your measures are all directly in the "Values" well, the tooltip page doesn't receive the necessary context to differentiate which measure the user is hovering over.
Let's explore the solutions, ranging from quick fixes to more robust modeling techniques.
Solutions to Make Tooltip Context-Aware
1. The "Unpivot" Approach (Using a Field Parameter)
This is often the most recommended and flexible solution in modern Power BI. Field parameters allow you to dynamically switch between measures (or columns) without complex DAX for each scenario.
How to Implement:
Create a Field Parameter for Measures:
Go to the "Modeling" tab.
Click "New parameter" -> "Fields".
In the dialog box:
Give it a name, e.g., "Analysis Type".
Drag your three measures (Sales%, Return%, Discount%) into the "Fields" box.
Ensure "Add slicer to this page" is unchecked (you won't need it for the matrix).
Click "Create".
This creates a new table (e.g., Analysis Type) and a field parameter.
Update Your Matrix Visual:
Remove your original measures (Sales%, Return%, Discount%) from the "Values" section of your matrix.
Drag the newly created field parameter field (e.g., Analysis Type) into the "Values" section of your matrix.
Now, the matrix will dynamically display the selected measure from the parameter.
Set Up Your Tooltip Page:
On your tooltip page, create a visual (e.g., a card or a small table).
Drag the same field parameter field (e.g., Analysis Type) into the "Values" or "Tooltip" field of this visual.
Crucially, to ensure your measures are used correctly within the tooltip: You need to create a new measure that dynamically chooses which of your original measures to display based on the field parameter.
Creating the Dynamic Measure for the Tooltip:
Tooltip Measure =
VAR SelectedAnalysisType = SELECTEDVALUE('Analysis Type'[Analysis Type]) // Get the name of the selected measure from the parameter
RETURN
SWITCH(
SelectedAnalysisType,
"Sales%", [Sales%], // Replace [Sales%] with your actual measure name
"Return%", [Return%], // Replace [Return%] with your actual measure name
"Discount%", [Discount%] // Replace [Discount%] with your actual measure name
// Add any other measures here
)
Now, on your tooltip page, place this Tooltip Measure in a card visual or wherever you want to display the dynamic value.
Link Tooltip:
Go back to your report page with the matrix.
Select the matrix.
Go to the "Format" pane.
Expand the "Tooltip" section.
Set "Type" to "Report page".
Select your tooltip page from the "Page" dropdown
2. The "Unpivot Other Columns" / "Unpivot by Measures" Approach (More Manual DAX)
This method involves restructuring your data model so that you have a column indicating the "Measure Name" and another column for the "Measure Value".
How to Implement:
Create a "Measures" Table:
Create a new calculated table.
Use DAX to create a list of your measure names:
Measures Table =
DATATABLE (
"Measure Name", STRING,
{
{ "Sales%" },
{ "Return%" },
{ "Discount%" }
}
)
Create a "Measure Value" Measure:
Create a new measure that dynamically calculates the value based on the selected measure name. This is similar to the Tooltip Measure above, but it will be used in your main matrix.
Measure Value =
VAR SelectedMeasureName = SELECTEDVALUE('Measures Table'[Measure Name])
RETURN
SWITCH(
SelectedMeasureName,
"Sales%", [Sales%],
"Return%", [Return%],
"Discount%", [Discount%]
)
Set Up Your Matrix Visual:
Remove your original measures from the "Values" section.
Drag Measures Table[Measure Name] into the "Rows" or "Columns" section of your matrix. (If you put it in columns, it's closer to the original setup.)
Drag your new Measure Value measure into the "Values" section.
Update Your Tooltip Page:
On your tooltip page, create a visual (e.g., card).
Drag Measures Table[Measure Name] into the "Fields" section.
Drag your Measure Value measure into the "Values" section of that visual.
I will recommend you to use method 1 using field parameter if you are familiar with it.
Please mark this post as solution if it helps you. Appreciate Kudos.
