Designing personalized tooltips in Power BI is an effective strategy when it comes to improving the user experience of your reports, as they allow the viewer to see additional information or relevant data connected to a particular visual or data point. Here is a guide on how you can do it:
Enable Report Page Tooltips: Launch Power BI Desktop and create a new page. In the section of page information, enable the tooltip and select the page size as a tooltip under canvas settings. Add visuals on this page with the content you want to use for tooltips.
Edit Visuals Tooltips:
- When the tooltip page is prepared, navigate back to the report page.
- Pick a visual, go to the Format pane, find the Tooltip section, and change the Type to Report page.
- Select the custom tooltip page you've created in the dropdown.
So, now, when the user points at that visual, the properly designed tooltip with the appropriate data will be shown. Additionally, it is possible to determine what fields will be included in the tooltips; however, presented in this way rather helps show only targeted data points by placing them in the 'Tooltip' field well in visuals.
Tooltips with dynamic content: In addition, with DAX measures, users can create and use different intelligent tooltips that change depending on what the user has selected, an interaction that was made, or a particular data point. This guarantees that the user will always see what is relevant within their content, making the tooltip's usefulness contextual and meaningful.
The following guidelines should be observed to ensure that your Power BI reports are usable by all individuals, including those with visual disabilities.
Color palettes for the color blind: Use color schemes that can still be perceived without compromising the colors. Red and green should never be used together, as this is a universal color blindness issue. If your company has such tools, consider Color Brewer or Power BI to seek help on colorblind-friendly themes. Also, remember to try to use colors that have high contrast, in particular where there are critical figures or when trying to separate different groups.
Legible fonts and plain text:
- For the legibility standard, use any San serif font such as Segoe UI, and also consider the size of the font (generally, it should be at least 12pt or bigger for the body of the text).
- Avoid using jumbled letters or fanciful typefaces, as they may not be easily understood in most cases.
- Provide labels and headings appropriate to each visual so that every user knows what is being displayed.
Power BI Accessibility Settings: Power BI has various options, such as "High Contrast Mode," that enhance the clarity of the visuals. In the "Visualizations" pane, please use the "Alt Text" option to provide a brief description of each visual. Alt text is useful for assistive technology (e.g., screen readers) to convey the meaning of images to the user. In conclusion, keep the designs simple – do not use too many visuals on the same page, manage the flow of the design, and do not pack the report, making it manageable for all readers.
