How can I create a customized tooltip that includes measures that change dynamically based on the hovered data point

Question

How can I create a customized tooltip that includes measures that change dynamically based on the hovered data point?
I need to build a custom tooltip in Power BI that dynamically updates its content based on the data point being hovered over. The tooltip should display different measures or details depending on the selected category, value, or time period. What is the best approach using report page tooltips and DAX to ensure flexibility and responsiveness?

score 0 · Answer 1 · 5 days

To make a customized tooltip that dynamically updates according to the hovered data point in Power BI, proceed as follows:

1. Create a Report Page for the Tooltip

In Power BI, create a new report page, and in the "Format Pane" under "Canvas Settings," set its Page Size as Tooltip. Turn on "Allow use as tooltip" in the page settings.

2. Add Dynamic Measures

Create DAX measures that change with the dataset that is hovered upon. For example, when a person needs category-wise, sales-wise, and timeframe-wise details:

SelectedCategory = SELECTEDVALUE('Sales'[Category], "No Category")  
SalesForCategory = CALCULATE(SUM('Sales'[SalesAmount]), ALLSELECTED('Sales'))

Use SELECTEDVALUE if you want to represent fine details dynamically. Use ALLSELECTED with the calculation to maintain inheritance for report filters.

3. Develop the Tooltip Page

Add all visuals, such as cards, tables, or bar charts, with dynamic data made by the measures applied at the end of the page.

Keep the layout compact and readable.

4. Apply Tooltip to Your Visuals

Select the main report visual on which you want to show the tooltip. In the "Format" pane, expand "Tooltip" and set the "Type" to Report Page. Select the custom tooltip page you created.