Customizing Tableau Tooltips

16
Apr 2013

Whenever I get the chance to introduce someone to the world of Tableau, one of the first things people tend to fall in love with are the tooltips and the ability to quickly view the underlying data of a mark. The default tooltips in Tableau are a great starting place to quickly see details about marks, and to satisfy the "Show me the numbers" people, while still maintaining a clean presentation of the data. However, the default tooltip can be tricky to read, with the light grey default text on a white background. The default tooltip can also become cluttered with dimensions and measures that are unnecessary to the data.
 
Changing the default tooltip in Tableau is simple but an often overlooked during dashboard design.  Creating tooltips that help tell the story with your data is a simple extra step to just deleting the unnecessary dimensions and measures from the tooltip.  I will show you how to begin changing your tooltips, making them visually appealing, creating dynamic tooltips that change based on what mark you are hovering over, and an alternative to allowing the user free reign of the data using the View Data button on the tooltip.

Beginning to change the default tooltips:

For those of you who have never changed the default Tableau tooltips: tooltips are unique to each worksheet in your workbook and they can be changed by clicking the Worksheet dropdown from the top menu and selecting the Tooltip option.  (In Tableau 8 this menu is more quickly accessible from the Tooltip box on the marks card)

Editing a tooltip is almost identical to making changes to mark annotations. By default, Tableau will display all dimensions and measures used on your worksheet in the tooltip. You can insert various other fields into the tooltip using the Insert dropdown located near the far right side of the tooltip editing window. You are restricted to inserting dimensions and measures that are used in the worksheet you are creating. Tooltips can also be defaults by click the Reset button at the bottom left of the edit window.

Making your tooltips visually appealing:

While the default tool tips in Tableau update automatically with all relevant Dimension and Measure fields, they can be difficult to read with the default grey field descriptions on white background. When designing a dashboard for others I always recommend editing the default formatting. Tooltips are a great way to help tell a story with your data without relying on large blocks of explanatory text on your dashboard. Legends can even be saved with clever usage of tooltips. All of this helps maximize your data per pixel ratio (more room for data rather than explanatory text).

Just a few examples:

 

 

Dynamic tooltips based on mark selection:

In the screenshots above you can see that positive profit zip codes show profit in green, while negative profit zip codes display the profit value in red. Though we could of course argue the merits of red and green coloring there is only a slight amount of extra work to make our tooltip more appealing to the dashboard consumer.  You can see the specific calculations used to accomplish this effect in the attached workbook. Tableau 8 also allows for tooltips per pane but the same effect can be accomplished in version 7. If a line in a tooltip can't evaluate, the line isn't printed.  See below for a downloadable example:

 

View Data alternative:

You'll notice in the screenshots above that I have removed the command buttons (filtering, grouping, sets, etc).  While useful, these can also allow a user to unintentionally break a visualization. The View Data button is useful but exposes columns that may not be relevant to your user. I typically rely on a drilldown dashboard instead of allowing the View Data button.  In the attached workbook the user can click a zip code (or box of zip codes) to view the customers and relevant orders within that single zip code. This functionality avoids the need for quick filters which helps the user pick the zip code they want to view faster while also displaying summary and comparison information for each zip code. Action filters (clicking a zip code in this example) also tend to evaluate more rapidly than quick filters (quick filters are the first thing we look for when performance tuning dashboards). A drilldown dashboard  with 'Exclude All Values' specified in the action filter is especially is an especially  great alternative to quick filters on a crosstab due to the time it takes to render thousands of rows of text.  In the example drilldown dashboard, once a zip code is selected only the relevant customers are displayed. This keeps the length of the crosstab to a readable length and also draws very quickly.  When the filter is cleared, instead of Tableau being forced to render thousands of lines of irrelevant text, it simply clears the view making the next zip code selection much easier.
 
Hopefully you now have some ideas on how to use your tooltips more effectively, stay tuned for more tips and tricks!

AttachmentSize
Tooltips.twbx478.3 KB

Comments

April 16, 2013

Nelson

Dynamic Tooltips not working for me in V8.0 Desktop

Will -
I was pretty excited to see how you did something I've been ver interested for a while in Tableau which is to create a kind of conditional formating in a Tableau tooltip. I downloaded the workbook but found only the following text in your tooltip for the map:
" within the region

<SUM(Profit)> and <SUM(Sales)>"

It seems to be missing the conditional/dynamic part or am I missing something?

Thanks-

April 16, 2013

wjones

Oops

My mistake, I uploaded the incorrect version of the workbook. You should now see the proper coloring for positive or negative profit when mousing over a zip code.

  • Will Jones
April 24, 2013

Mike Nealey

Will - I think what the

Will -
I think what the previous poster meant is that it is not obvious how you get the green (positive profit) and red (negative profit) to appear, when your tooltip only shows "Sales" and "Profit".
Is there some other feature missing to explain how the tooltip is recognizing the positive / negative values and modifying the colour?
Thanks!

April 24, 2013

William Andrus

I see that the tooltip was

I see that the tooltip was still:

within the region

<SUM(Profit)> and <SUM(Sales)>

But I did noticed your two customized fields, and figured you did the tooltip something like:

within the region

<AGG(Profit << 0)><AGG(Profit >> 0)> and <SUM(Sales)>

Where <AGG(Profit << 0)> Is colored red text, and <AGG(Profit >> 0)> is colored green text.

This post is very helpful, I wanted to do something like a IIF() in the tooltip, but I see now that I can do it outside.

Thanks.

April 24, 2013

Will Jones

hmm

Odd, I downloaded the posted file and the zipcode is printing properly before " within the Region " and the actual region is posting. Tooltip basically contains:

"< Zip > within the < Region > Region"

Mike, there are separate calculations that only return a value if the profit is above 0 or if the profit is below zero, each is colored separately within the tooltip. You have to click the Tooltip box on the marks card for this to display properly, if you go to Worksheet - Tooltip in this particular file it doesn't make any sense.

Sorry for the confusion

April 4, 2014

Kevin Taylor

Formatting Tooltips

Have you found a way to include a border or a background color in a tooltip?

January 6, 2015

Will Jones

Tooltip Formatting

As far as I am aware there is not a way to do this, but I believe there are some posts on this in the Tableau Ideas section of the Tableau website

December 18, 2014

Anonymous

Fab

Hi Will

this is fab..

Is there any way I can edit tooltips for Measure Names ( may be to show what those terms means?)

Thanks

January 6, 2015

Will Jones

Measure Names/Values tooltip

Fab,

If your tooltip is "< Measure Names >: < Measure Values >" you'd see something like Profit: $2,000 if you moused over the profit bar, and Sales: $5,000 if you moused over the Sales bar. What I usually do is put the actual Sales and Profit fields on the Details box on the Marks card, then in the tooltip list both like:

"Sales: "< Sales >
"Profit: "< Profit >

That way you don't have to mouse over two separate marks to see the sales and profit values. (The quotation marks just indicate I'm literally typing that text into the tooltip editor, you wouldn't actually type the quotation marks in that box)

Is that what you're looking to do? If you can elaborate a bit more I'd be happy to answer further,

Will Jones
InterWorks, Inc.

June 4, 2015

Harriet

Changing the order of the dimensions in both the tooltip and ext

Hi all,

Within a tooltip there is a button that can be used to expose the summary of all the details contained in the data, this is set out in an excel type format. I want to order the measures/dimensions that appear in this summary.

For example I have Conversion, Price, Product Views etc. currently they seem to pick their own order however I want to manipulate this order, for example Product Views then Price and then Conversion. I also want to set this to be the default for every time I open the summary of the tooltip as I know you can currently drag and drop the columns but this is not an action I want to do every time I use the data as I do this several times a day.

Many thanks in advance,

Harriet

June 5, 2015

Will Jones

Tooltip drilldown

Harriet,

Last time I checked (not v9) you couldn't customize the order in the tooltip summary :/

The easiest solution would be to have a drilldown dashboard that has only the dimension you want in the order you'd like as a crosstab. You'd filter to that dashboard using a filter action from your main dashboard.

Will

Search