Tooltip Actions

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.


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:

  1. Set Tooltip as the "action to do".
  2. Open the Content drop-down; select the required data discovery or presentation from the Content tree.
  3. 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).
  4. Set the width and height of the tooltip container as needed; this will also determine the size of the report in the tooltip.
  5. If you've chosen a presentation as the tooltip content, enter the name of the relevant presentation target in the "Target" field.
  6. 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.