Custom Tooltip with Auto Narrative

[icassiem]

Hi,

I have a scroecars that i want yo take to the next level with xustim tooltips in seperate pages but it muat show dynamic and auto narrative reasining per tooltip nabigation, exanple from one marjervti the the next for thecsame visual?

Is th8s possible and please any example on a good tooltip design withthe auto dynamic natrstive

Please Jelp

Regards

[HarishKM]

@icassiem Hey,
I will follow steps to add

1. Design a dedicated report page to serve as the tooltip. Ensure it's set as a "Tooltip" in the page settings.
   • You can include multiple visuals, text boxes, and other elements to convey detailed narratives.
2. Use DAX measures to build narratives. These can be dynamic based on filters or selections.
   • Incorporate elements like cards or text boxes linked with DAX measures that generate narratives based on the context (e.g., current selection, comparisons).

3. In the main report, configure visuals to use these custom tooltip pages.

   • Ensure tooltips propagate according to user interactions, utilizing fields in your data model for context.

4. Keep it concise but informative.

   • Use consistent icons and visuals for easy recognition.
   • Experiment with colors and fonts to enhance clarity but ensure it fits your theme.

Example: Sample Tooltip

• Narrative: “This month, sales increased by X% compared to last. Key drivers include product Y and Z.”
• Visuals: Include mini-charts or KPIs demonstrating trends or comparisons.
• Dynamic Data: Use DAX or drill-through features to adapt the narrative according to selections.

Thanks

Harish KM

If these steps help resolve your issue, your acknowledgment would be greatly appreciated.

[V-yubandi-msft]

Hi @icassiem ,

Thanks for posting your query in the Microsoft Fabric Community. I’ve tested your requirements with some sample data and was able to replicate everything successfully. I’ve attached the PBIX file for you to review at your convenience. Please let me know if you need any changes or improvements.

I hope this helps...

Warm regards,

Yugandhar.

[icassiem]

thank you @V-yubandi-msft , @rohit1991 

so basically i have to write dax and tell my own story format but display the measures of variances etc in the story telling

Is there nothinh where Power BI takes the source of the underlying visual and writes a narrative based off the marker selection in  a tooltip page or is DAX the best approach and the auto narrative is more on an event click for a visual - where i should rather add a text box paenl below the scorecard or ?

[V-yubandi-msft · Accepted solution]

Power BI does not yet offer fully automated storytelling within tooltip pages based on marker selection. The recommended method is to use DAX to generate dynamic narrative text that changes according to the data point being hovered over. This approach allows you to display insights such as variances or performance summaries within a tooltip.

If you want a click based experience, consider using the Smart Narrative visual below the scorecard. 

Thanks&regards,
Yugandhar.

[icassiem]

Apologies for responding so late. Been having other challenges, like hoverover frame while hovering over visuals that's on top of cards and implementing AI, etc

I have your tooltip example open and will be setting up the tooltips, in the next day or 2

Can you give more detail, examples, links on this please - does it use AI, its like a win for me with my audiance
"If you want a click based experience, consider using the Smart Narrative visual below the scorecard. "

[V-yubandi-msft]

Hi @icassiem,

Thanks for your response. I’ve attached the official Microsoft documentation below it also includes helpful videos that give a clearer picture of how it works.

LINK: Create smart narrative summaries - Power BI | Microsoft Learn

Smart Narrative is powered by AI and automatically generates summaries based on the visuals it's connected to. It dynamically updates as you interact with slicers and filters, making it a good to guide your audience through the story behind the data.

Hope this helps.

Warm regards,
Yugandhar.

[icassiem]

thank you @V-yubandi-msft 

Please give me some time to see if I can get it going on my side. The file is taking forever to open, loading information protection

[icassiem]

Thank you, is there somth8ng that rells the story, example on marker month it decreased with x perc and off target by x per etc

I am kioking forbitvto tell a story because i dont want to store variances in the toolrips but vis8ble in kp, so im kooking more of dynamic story tellung narrative based off the hover point using tooltip to show this inatead of a seperate static page

[rohit1991]

Hi @icassiem ,

Yes, it’s definitely possible to create custom tooltips in Power BI that show dynamic, context-aware narratives for your visuals. How to do it:

• Create a new Tooltip page in Power BI and set its page size to “Tooltip.”

• Add your visual(s) and use measures or DAX to create dynamic text (for example, with the SELECTEDVALUE() or ISFILTERED() functions).

• You can use a Card or Multi-row Card to display dynamic narrative text that changes based on the data point the user hovers over.

• In your main visual, set the “Tooltip” to your custom Tooltip page.

You can create a DAX measure like this:

Narrative = 
"Score for " & SELECTEDVALUE(Table[Category]) & " is " & SELECTEDVALUE(Table[Score])

There are also AI-driven visuals and narrative tools (like Power BI Smart Narrative visual) that can generate more advanced auto-narratives if you want to go further. 

[icassiem]

@rohit1991 Thank you, is there something that tells the story, for example, in the graph marker it syas rev decreased by x per cent and off target by x per, etc

I am looking for it to tell a story because i dont want to store variances in the toolrips but visible in kpi, so im looking more of dynamic story tellung narrative based off the hover point using tooltip to show this inatead of a seperate static page

please any idea?

[rohit1991]

Hi @icassiem  ,

Yes, you can do this in Power BI with a custom tooltip page. Create a new tooltip page, add a card or smart narrative visual, and use a DAX measure to generate dynamic text based on the hovered data point. For example:

Tooltip Narrative =
VAR RevChange = [Your % Revenue Change]
VAR OffTarget = [Your % Off Target]
RETURN
"Revenue " & IF(RevChange < 0, "decreased", "increased") & " by " & FORMAT(ABS(RevChange), "0.0%") &
" and is " & IF(OffTarget < 0, "below", "above") & " target by " & FORMAT(ABS(OffTarget), "0.0%") & "."

Assign this tooltip to your main visual. Now, when you hover, it tells a dynamic, context-aware story automatically.

[icassiem]

@rohit1991 thank you

Do you have an example or links I could follow, please?

I want a more detailed storytelling approach that also reveals the underlying data, showing the reasons for the variances

[icassiem]

Also is there a way i can add a story telling narrative block under my kpi that tells a story of all the data sources combined?

[icassiem]

hi @V-yubandi-msft @rohit1991 

I apologise, but I have not made the planned progress on this, which is the feature I need to add. i am just pushed for time to complete the scorecards' additional KPI by Tuesday, so will provide update from wednesday

[V-yubandi-msft]

Could you please provide an update on this at your convenience.

Thank you.

[icassiem]

@V-yubandi-msft , @HarishKM , @rohit1991  apologies, I am focusing on this tomorrow 

[V-yubandi-msft]

We would appreciate it if you could let us know whether your concern has been resolved or if you still require assistance. Your feedback may also be useful to others facing similar situations.

Thank You.

[icassiem]

@V-yubandi-msft  apologies for the delay, this dropped in my priority and I managed to have a look this morning. I ended up using the DAX measure like you had in your example provided to keep it simple, as there were only two charts that required these additional measures and I did not want the different tooltips for only 3 graphs out of 16

Thank You