Create a tooltip action that opens a specified data discovery or presentation as a "graphic tooltip" when you hover over a measure in your visualization. Tip: You can display different tooltips for each measure as per your requirements.
Hovering over the relevant measures, the tooltip opens that displays the corresponding discovery. The report displayed in the tooltip is filtered by the hierarchies contained in the current query; this means both reports must come from the same database, or have cross model mapping applied.
If you choose to "include context" in the tooltip, it will also be filtered by any slicers or interactions applied to the current query.
Tooltip actions that are applied to a data discovery will also appear in runtime of presentations containing that query.
Tooltip Content
The visual tooltip supports the display of data discoveries and presentations.
When displaying a presentation in the tooltip, it is recommended to use a "tooltip presentation"; this is a streamlined presentation that is optimized for use as a visual tooltip.
Examples
Example Tooltip Action: Open Pie Chart Discovery from Grid
In this example, we have a grid showing Cost and Sales by Date hierarchy, and filtered by a Product Category slicer:
A tooltip action was created containing a pie chart, with context included, and driven by all measures in the current query:
When hovering over the measure columns in the current query, the tooltip appears displaying the selected pie chart. The tooltip breadcrumbs show that the pie chart is filtered by the current query dimensions: Accessories, Q3 2008:
Example Tooltip Action: Open Tooltip Presentation from Sales Measures
In this example, the same grid is used to drive a tooltip that displays a presentation. The item selected from the content tree is a tooltip presentation optimized for use in a visual tooltip.
The width and height were increased in order to better display the multiple visuals in the presentation tooltip.
And finally, the target was provided, and the measure set to Sales:
When hovering over the Sales column, the presentation tooltip appears, with its contents filtered by the elements in the grid:
Building a Tooltip Action
Before you begin
Tooltip actions can be created from both Discover and Present:
- To create a tooltip that will be seen in both Discovery and in Presentations at runtime, you should create your Tooltip Action in Discover (as described here) or follow the "streamlined" process in Present to create Tooltip Presentations.
- To create a tooltip that opens only in a specific instance of a query, you should create your Tooltip action in Present, following the steps in Tooltip Action.
Tip: In addition to tooltips, there are a number of other Actions that you can use to extend the classic flow of analytics in Discovery. For more information, see Discovery Actions.
Open the Action Panel in Discovery
- From the Discovery ribbon (sometimes called the Home ribbon), click Actions.
The Action Panel opens at the bottom of the canvas.
Creating a Tooltip Action
From the Action Panel:
- Set Tooltip as the "action to do".
- Open the Content drop-down; select the required data discovery or presentation from the Content tree.
- Enable "Include Context" to filter the report tooltip by slicers and interactions performed in the current query (measures will not be injected into the tooltip).
- Set the width and height of the tooltip container as needed; this will also determine the size of the report in the tooltip.
- If you've chosen a presentation as the tooltip content, enter the name of the relevant presentation target in the "Target" field.
- Choose the measure that should drive the tooltip action. When you hover over the given measure column in the query, the tooltip will appear. You can select any single measure. Or make no selection from the Measure tree to choose "All Measures"; in this case, the tooltip will be driven by every measure in the query.