Create custom static or data-driven dynamic tooltips for shapes, images, text blocks, and graphics, using dynamic text functions. When the presentation is launched at runtime, the asset displays the tooltip that you've configured "on hover". Dynamic tooltips are 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.
Tooltips
Tooltips are shown in presentations at runtime, when the reader hovers their cursor over an asset (green arrow) to open a tooltip in a pop-up bubble:
Tip: The reader can click the Audio icon (blue arrow) in the pop-up bubble to hear the information in the pop-up read aloud.
Opening the Tooltip Designer
The tooltip designer can be accessed from both Illustrate and Present.
Note: When building tooltips in Present, both the asset and its tooltip are saved as part of the current report. You can only re-use a tooltip on another presentation if you make it shareable (right-click context menu) and save it to the content management system as an illustration.
From Present, open the tooltip designer using the context menu. Select the relevant shape or image and right-click Set Tooltip (red highlight below).
The Tooltip Designer
Use the tooltip designer to create and configure the content for your tooltip.
The basic functionality here is that you type the content that you want in your tooltip into the left-hand panel (black arrow), and that content is previewed in the right-hand tooltip bubble (yellow arrow). The options along the top of the panel allow you to format and customize that tooltip content, and to add dynamic text to it, as needed.
Note: In addition to the options below, you can also use the Disable Tooltip option (purple arrow) to temporarily suspend use of the tooltip without having to delete it. This stops the tooltip from being shown in the output temporarily without losing its details.
Tooltip Formatting
- Use the Font Formatting options (green highlight above) to set the font type, size, emphasis, color, and highlights for your tooltip. For more information about font / text formatting, see Text Formatting.
- Use the Tooltip Formatting options (orange highlight) to set the tooltip background color and border color, text alignment, tooltip size (including AUTO, which you should use if the final size of your dynamically created content is unknown), and padding.
Dynamic Content
You can use the Dynamic options (blue highlight above) to make your tooltip dynamic. These options allow you to add dynamic text, dynamic placeholders, and variable text fields to your tooltip.
Dynamic Text
Selecting the Dynamic Text button (purple arrow below) opens the dynamic text editor at the bottom of the dialog, where you can create your dynamic text formula.
Dynamic text formulas are created by selecting a data grid and then using the PQL functions (blue highlight) combined with the relevant grid elements (the data from cells, columns, or rows) to pull and transform the data that should be included in the tooltip at runtime.
Example: Total Sales
Here, a single dynamic text function is created that shows the total sales based on data in the selected grid (Sales Chart, cell 6,0) and formatted as a dollar value with two decimal places (CurrencyDollars2):
Place Holder
Selecting the Place Holder button (purple arrow below) opens the Dynamic Place Holder editor, where you can create a formula using the function trees. Unlike dynamic text, placeholders are slicer-driven; instead of creating a formula based on an underlying grid, you will need to add your placeholder and then create an interaction from a slicer to the placeholder in your tooltip to replace value() with the selected value from the slicer at runtime.
Example: Replace placeholders with slicer text
Here, two placeholders are added, along with dynamic text. The two placeholder values are rendered at runtime based on the slicer selections.
If interactions are added to the discovery that was used to build the dynamic text, then the value will also reflect the slicer selections.
You can test the placeholder by typing a string into the Test Input field (blue highlight below) and clicking Validate (orange arrow above). If successful, you'll see the given text (including any markup you've applied) in a green bar. If unsuccessful, an error message will appear in a red bar.
- Click here to learn more about dynamic placeholders
Variable Text Fields
Add variable text fields from the drop-down menu. Selecting a text field adds the relevant variable tag to the tooltip, which 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 and, when the presentation is launched at runtime, the tag will be replaced with today's date.
Example: Add a Slide Insights tooltip
Here, a #SlideInsights variable text field is added. When the presentation is run and the tooltip is opened, it will contain paragraph or two of generated analytic text about the content of the current slide. Since the replacement text has an unpredictable length, you should consider setting the Bubble Size (green arrow) to AUTO:
- Click here to learn more about variable text fields
Related information
When adding Dynamic Text or Placeholders to your tooltip, the PQL functions library is shown in the Dynamic Function Editor. To add a PQL function from the library to the script editor, simply double-click it. You will then need to inject values into the function.
Using the AI-Driven LLM PQL Function
Pyramid's Generative AI integration enables you to use AI to generate scripts and images, dynamic text and infographics, calculations and lists, schedules, colors, and more. It allows you to generate a range of content, including complex code, simply by providing a text prompt.
Tip: You can use the LLM PQL function (from the Common PQL functions) to generate dynamic text, adding the results to custom tooltips, text fields, or into your PQL formulas. While this function cannot tell you about your data set, it can add additional information and background to your presentation or publication.
Note: You can only make use of this functionality if your administrator has selected the Enable Generative AI checkbox in the AI Settings page of the Admin Console. If your administrator does not select this option, the function is not available for use.
Warning: When using LLMs, your assets are generated using public domain algorithms. This can produce erroneous and inconsistent or random results. Use at your own risk.