#PowerBI Use card visual as navigation instructions on mouse over
PowerBI desktop September update has added the functionality of custom ( pages ) tooltips also to card visual.
This adds another great option for us to help users with instructions, explanations, calculations & more.
My opinion is to always add instructions or explanations, remarks on a report. This is super useful for helping users navigate first time a report, show how to read and use an advanced visual or even explain with what business parameters the result is calculated.
Up to now I was using bookmarks to show and hide an extra box with explanation text. This required a click from the user to show and click to hide.
Welcome the “mouse over tooltips” with card visual.
This is a quick how to:
Create a text measure to be visible in the card. Cool thing is we can use simple words like “Help” or “How to” or use UNICHAR() function to return a character. If you want to get fancy you can use DAX to return an SVG image. ( David Eldersveld has some great posts ).
Card Text = “?”
Card Text = “How to”
Card Text = UNICHAR(63) // this is a question mark
Add a card visual on report canvas with above measure.
Add a new report page.
Go to page formatting panel and specific to page size. Select type tooltip.
Sometimes this size is not ideal to your needs but you can always select custom type and enter your preferred page size.
Now design the page as you like, this will be your mouse over tooltip.
Don’t forget to give an easy name to page and hide the page from users by right click on the page name.
Go back to your main report and select the card visual with the question mark ( or whatever text you have ) and navigate to card formatting options
Under “Tooltip” select “Report page” for type and for Page choose the report we created in previous step.
Tip: I suggest to hide the visual header so we don’t see the ellipsis (…) and visual options above card when report is published in service. Keep in mind this formatting option is visible if we enable the use of modern visual headers in PowerBI desktop under Options->Report Settings
We are all set and we publish report on service. Check video below
That’s all for this quick post. Thank you for reading