*This post is an update to the video about the Tooltip*
It can be sometimes very difficult to put all the information we need in only one report page. Maybe I could remove this visual to add this one instead? But then, I won’t have the figures for this year. Maybe this one then? Impossible, otherwise I’ll miss the ranking of my product. It can easily become a real headache.
What if there was a wonderful feature inside Power BI Desktop allowing us to add more visuals to our report within the same space… Stop dreaming, I have a good news for you, it exist! Well, kind of. The tooltip will give you the opportunity to add a visual when you hover a cell of another visual. Still a bit confused? Let’s see how to do it and the final result.
As always, let’s first take the LazyDAX file (such a masterpiece I know). We can create a new page and add a new visual in it. Here is our “test” page with a simple Cost by Customer and by Year table.
Nothing complicated until there. By default, when you hover a cell of this report, you will only have a small definition of the cell, or maybe a quick resume of the whole line. Ok, why not but it’s not that interesting.
What we would like to have instead is something more relevant, more useful to the business and the end user, something more visual. Perfect, the tooltip is made for this. Let’s create a new blank page. It will be our tooltip page.
Now we can go on the format pane of the page. Under the “Page Information” tab, we will set “Tooltip” on “On”. That way, the page will be considered by Power BI as a tooltip
Now you can also go on the “Page Size” tab and choose the “Tooltip” type. You don’t have to do it but it’s better to keep something visually harmonious.
Now you can create the report that will be displayed as a tooltip to your report. Let’s take something like the Cost by Product.
Here is the report with the tooltip format. Ok it gives more information but it’s not really readable. Don’t worry, just wait and see how the magic happens.
But first we have to go back to our report page and select the visual that will have the Cost by Product report as tooltip. Select the visual.
Go on the “Format” tab and enable “Tooltip”. Once it’s done, under “Type” you select “Report page” (the way you will see the tooltip) and then select “Tooltip Page” (the source page with your tooltip).
Now we can see the magic. When I hover one cell of my table, I will have the report of the “Tooltip Page” displayed and sorted by the current line.
This is a really simple way to add more information without overloading your page.
Once again, it was not something very difficult, you just had to be aware of it.
As you know, the August 2018 update of Power BI Desktop grants us the possibility to export in PDF directly from the Desktop. Two clicks and it’s done. Great news right? I remember all the steps I had to go through to make it before, it still give me headache…
But by default, the report will be exported with the standard format of Power BI Desktop which can be for some end users or clients not very pleasant to read especially if they are used to an A4 page. The real question is then, how to export in that specific format? Here is the answer.
First, let’s take our wonderful LazyDAX file and create a new page. Here is the default view you have when adding a new page.
Nothing special until there. What’s interesting is the “Page View” button under the “View” tab. Once we click on it, we can select “Actual Size”.
By choosing “Actual Size” we will see the “real” size of the page, based on its dimensions.
Now we can see that the page size exceed the usual limit of the report. But we want to make it like a A4 portrait page right? So, we are not done yet. You can select the “Format” pane of the report page, then “Page Size” and select “Custom” as “Type”. Now, we just have to enter the custom size we want. I chose 794*1123 pixels because it is the A4 size at 96 PPI (depending of the printing, you can find more info about it here).
Now we have our A4 report page ready to be filled.
As you can see, there is now a scroll bar on the right side of the report because of the dimension of the page. We now just have to export as PDF and that’s it. You can click on the “File” button and then choose “Export to PDF”.
You now just have to let Power BI make the work and here is the result.
The last report page is well in portrait format, while the others have been exported in the default format.
As you can see, there is nothing really difficult here but you just have to be aware of it.