Custom Tooltips

Create custom static or data-driven dynamic tooltips for illustrate assets (shapes, images, and graphics), using dynamic text functions. When added to presentations, the asset will display the tooltip that you've configured. Dynamic tooltips will be driven by the underlying dynamic text function, based on the data discovery that was used to create the dynamic text.

The tooltip designer offers the ability to enhance the presentation by supplementing it with context-driven information.

Set a Tooltip

The tooltip designer can be accessed from both Illustrate and Present. When building tooltips in Present, both the asset and its tooltip belong to the current report. Only if you make them shareable and save them to the context management system can they be added to other presentations.

From Illustrate, open the tooltip designer by clicking Set Tooltip (green highlight below) from the Illustration ribbon. Be sure to have the relevant asset selected when you open the designer.

The Tooltip Designer

  • Use the tooltip designer to create your tooltip. You can set the font type, size, emphasis, color, and highlights (green highlight above).
  • You can also set the tooltip background color and border color, text alignment, tooltip size, and padding (orange highlight).
  • Enter the tooltip text in the text editor; on the right you'll see a preview of your tooltip, including text and formatting (yellow arrow).
  • You can disable the tooltip, without deleting it, so that you can enable it as needed (red arrow).
  • To make your tooltip dynamic, you can apply dynamic text, dynamic placeholders, and dynamic text fields (blue highlight).

Dynamic Text

Selecting this option will open the dynamic text editor, where you can create your dynamic text formula. Dynamic text formulas are created by selected a grid from which you want to derive values. Combining the relevant grid elements (this may be a cell, or a column, for instance) with the required dynamic function (found in the function tree), you can set the formula that will drive the text; the text will be rendered at runtime accordingly.

  • Click here to learn more about dynamic text, or click here to review documentation of functions.

Place Holder

This option will open the Dynamic Place Holder editor where you can create formula using the function trees. Unlike dynamic text, place holders are slicer-driven; instead of creating a formula based on an underlying grid, simply add an interaction from a slicer to the tooltip. The slicer selection will feed the placeholder value at runtime.

  • Click here to learn more about dynamic place holders.

Text Fields

Add dynamic text fields from the drop-down menu. Selecting a text field will add the relevant tag to the tooltip; this is then rendered at runtime to reflect the dynamic value. For example, selecting the ‘Current Date’ text field will add the tag ‘#Today’ to the tooltip. When the presentation is launched in runtime, the tag will be rendered to display today’s date.

  • Click here to learn more about dynamic text fields.

Create a Dynamic Tooltip

The following example shows the creation of a dynamic tooltip that features dynamic text, a dynamic place holder, and a text field. The example is based on the following grid, showing Sales and Net Profit by Manufacturer, and sorted in descending order.