Forum Discussion

Enigma's avatar
Enigma
Helper III
6 years ago
Solved

Custom text in shared report/dashboard

Hi, 

 

Is there an option to add custom text in a shared report/dashboard alongside a visual? Something like a .ppt slide?

 

 

In our team, we are migrating all of our reporting to Power BI and everything seems to be great, except that when we share a report/dashboard, there is a need to have some sort of text to explain the visual. While this is not an issue when presenting the report/dashboard real time(because we can talk about the data), it becomes a need when users view it by themselves(or share further).

Regards,

  • Anonymous's avatar
    Anonymous
    6 years ago

    Hi Enigma ,

    Yes, you can absolutely do this. In a report: 

    1. You can add text boxes - so the text is always visible.
    2. You can add custom tooltips - so user would have to hover to see
    3. For a self-guided tour of your report, you could use bookmarks that user would click through and different visuals would be highlighted (or spotlighted) along with text if you wanted.

    On a dashboard:

    1. Select ellipses (...) and choose "Add tile" > "Text box"

    If you need more help, let me know and I can provide links to the documentation.  Or search at docs.microsoft.com/powerbi

     

    Michele

3 Replies

  • Anonymous's avatar
    Anonymous
    Not applicable

    Hi Enigma ,

    Yes, you can absolutely do this. In a report: 

    1. You can add text boxes - so the text is always visible.
    2. You can add custom tooltips - so user would have to hover to see
    3. For a self-guided tour of your report, you could use bookmarks that user would click through and different visuals would be highlighted (or spotlighted) along with text if you wanted.

    On a dashboard:

    1. Select ellipses (...) and choose "Add tile" > "Text box"

    If you need more help, let me know and I can provide links to the documentation.  Or search at docs.microsoft.com/powerbi

     

    Michele

  • v-eachen-msft's avatar
    v-eachen-msft
    Community Support

    Hi Enigma ,

     

    You could post the text in comment.

    And you could use it to reply user's question.

     

    • Anonymous's avatar
      Anonymous
      Not applicable

      Hi v-eachen-msft

      The issue with using comments, is that your original information could end up scrolling below the fold.  

      Custom tooltips and/or text boxes stay where they are put 🙂

       

      HTH

      Michele

       

      If this post helps, then please Accept it as the solution so other members find it.