Have you ever reported consumers simply not reading your instructions? Well, you are not alone. Having run our Module 1: Data to Dashboard training for about 4 months, I have often been challenged on the topic of detailed reports, with students commenting
“I've tried text-based tooltips before, but my users just don't understand it. Unless there is another easy way to test them, it will be easier for me to have all the images on one page «.
Even though the Power BI development team added "Right click for details" In the default tooltip of a Drillthrough-enabled report, many of us still come across end users who just don't get it.
This is what inspired me to share this simple but often overlooked alternative to ditch the interactivity of your report and make sure our dedicated followers know about it. The ability to use the visual header tooltip to provide an animated instruction, so your end users can see how you interact with your reports the way you wanted.
Here's a step-by-step illustration of how to create an animated tooltip statement to add to the visual header tooltip icon in your report.
I first learned this technique from Patrick in Boy in a bucket.
To ensure consistency for our readers, I will use our trusty old adventure work model to demonstrate.
Tooltip in an array is off by default. To activate this feature, simply select your matrix, go to the formatting panel and activate the tooltip. Now when you hover over an item within the main visual, the tooltip appears to reveal the "Right click to drill down" option.
For most reports, this is self-explanatory, but there may be times when your report is a bit more complex, or your target audience is unaware of these capabilities. It is in these situations that having an animated demonstration of the intended action can be very helpful.
Create the GIF
The first step in creating the animated help is to create a GIF file of the process in action. There are many tools on the market that will help you accomplish the necessary steps. You can work with free online sites or install small programs that will complete the required tasks.
Generating a GIF of the process in action requires two steps.
First you need to get a screenshot video of the process in action
So you need to convert that video into GIF file.
To make the screenshot videos and convert them to GIF for this post, I used Capture Faststone.
Building the tooltip
Once you have a GIF of your process in action, you'll need to set it up as an animated tooltip. To do this, create a new page in your report, I called mine Detailed help. Set the page as Tooltip description, then hide it.
If you're not sure how to set up your page as a tooltip, we cover this in our online training module: Power BI Reporting - Tooltips Report. We may one day end up blogging about it too, or you can just look up instructions online.
Format your tooltip page and insert your GIF into the Page background clicking + Add image. Make sure the transparency is set to 0% and adjust or fill in your GIF on the page as needed.
You can also add a text box to the tooltip report page as a header for the animation. Something like "Learn to drill down for more details."
Note: It is essential that the GIF is mounted as the background of the page. This will not work if you insert the GIF as an image on the page.
Assembling the tooltip
Now that you have an animated tooltip active, you need to mount it in your report for it to make sense as a helper function. Go back to where the main visual exists in your report and select it. About him Visualizations , select format, scroll to the bottom and turn on the Visual Header.
Then expand the new Visual header menu and scroll to the bottom of the options, and activate the Visual Header Tooltip Icon. This adds a small icon (?) To the header section of your visual.
There will also be another expandable tab on your Visualizations panel, the Visual header tooltip. Expand the Visual header tooltip, And change Report page [None] to your animated tooltip page, in this case [Drill Through Help].
The final result
Now when you hover over the help icon (?) At the top of your report, the animated tooltip will appear.
This feature works both on the desktop and in the service.
You can download the sample workbook here.