How do I use tooltips effectively to improve user interaction

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How do I use tooltips effectively to improve user interaction?
I’m looking to enhance user experience in my Power BI reports using tooltips. I want to display additional contextual data when a user hovers over a visual, such as trends, comparisons, or key stats. How can I configure report page tooltips or field-based tooltips effectively, and what best practices should I follow to make them both useful and visually clean?

4 days ago in Power BI by Evanjalin
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1 answer to this question.

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In Power BI, field-based tooltips and report page tooltips both provide deeper insights into the core visualizations without cluttering the display. Basic values or trends may be shown through field tooltips. At the same time, a customizable report page with custom visuals such as mini charts, key performance indicators (KPIs), or explanations can act as tooltips that appear when hovering over a certain visual.

Begin by turning on tooltips in the Format section of the visual pane. Next, establish the source of the Tooltip via an untethered field or a custom report page. For report page tooltips, designate the page size as Tooltip and design the page for focused content; do not overload. You can use slicers or DAX functions (like SELECTEDVALUE) to make your Tooltip dynamically evaluate which data point you have hovered over.

Other points concerning best practices for tooltips include remembering to keep tooltips minimal (one insight per Tooltip), maintaining font and color consistency, and keeping media to a minimum. You can use conditional formatting to highlight special conditions in the Tooltip (e.g. if a value exceeds a threshold)) Layered interaction thereby increases usability and allows users to explore the data in detail without needing to switch pages.
answered 4 days ago by anonymous
• 25,690 points

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