From the course: Introduction to Career Skills in Data Analytics

Modifying dashboard tooltips

From the course: Introduction to Career Skills in Data Analytics

Modifying dashboard tooltips

- [Instructor] Let's hover over some of the information in our stacked bar. One thing I want you to notice is that we have some pre-built tool tips, which is great. Gives us a lot of information but it may not be all the information we'd like to have. So let's go ahead and choose that stacked bar. Let's go back to our visualizations and take a look at tool tips. By default, it'll bring in the tool tips based on what information has been supplied to the visual. This is why we see last name, company name, and total after discount. Okay, let's just go ahead and name that total after discount to total amount. And let's change this last name here to salesperson. Last name is all preference if you do that. I think we'll just do salesperson. Let me bring quantity to the tool tips. Now I do want to see a total quantity. Okay, so I'll go ahead and make sure that's set to sum, which is perfect. And then I want to count how many orders they actually placed. And I want to do a distinct count of the order ID. And I'll name this total order count. Now when I hover over, I can see the salesperson, the company name, the total amount, the quantity of what was ordered and the total order count. Okay, really don't need that quantity because again, that's related to each individual line item so I'll go ahead and take that out. I'll go ahead and put this total after discount in again. And I want to change that to an average. And then I'll do average of order amounts. Perfect. This gives me a lot of information just by simply changing a few things in the tool tips and naming things appropriately. One last thing as you finalize your dashboard is sometimes people want to have a little bit more background, different formats. I want to change it up to look a little bit more than just solid white. When you're in Power BI, you can actually go in and change a lot. For example, go to view. Let's go change this dashboard to a dark background. There are several different option here for you to choose from. You can just point and click until you find the one you like. You can also create your own custom themes. Okay, let's do that black background, like that dark background. One final step is the mobile layout. I'm in the page view, I'll go to mobile layout. This is how this Power BI dashboard will look on this page when people visit it. I'm going to go ahead and bring my card to the top. And again, it's a responsive design. So even if these look big, they'll work themselves out. I'll go ahead and move my stacked bar here. And then I'll bring in my sales orders. That way, if someone consumes this dashboard, this is how it'll look in that mobile environment. Okay, very last thing we want to do is bring in the filters. Want those to be at the top. And again, I'll just keep sizing. Go ahead and put this one here. I'll do two slicers per section. So now I have the mobile layout covered as well as the page view. Okay, let me go ahead and go out of the mobile layout. Check and make sure everything is labeled. Also check and make sure things are functional, so I'll go ahead and click on Sergio, Jeffers. Perfect. And then I'll choose to clear my filters and hold my Control key and clear my filters. Now I'm ready to save and publish my dashboard. There are certainly more items that can be adjusted and tweaked with these dashboards, but at a minimum, this is a great start.

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