3 Replies Latest reply on Jan 18, 2015 6:26 AM by Simon Runc

    adding a dimension to tooltip (one that isn't used on the worksheet)

    keith.r

      This is probably simple...

       

      I have a crosstab where I provide abbreviated data, and I want to provide more information in the tooltip. I'm able to play with the items that are row pills (dimensions) already on the crosstab, but I want to include some additional dimensions in the tooltip that are not in the crosstab.  These other items don't show in the add items drop-down, and when I manually type them in they don't appear.

       

      How can I add this additional info?

       

      Use case: Location code and text are combined in the source data, WC-TX-USA-Waco, Texas

      Calculated field uses left(Location,2) to get the 2-digit code for the crosstab to save space in the visualization

      Need to add Location (full text) to the tooltip, so new users can see what WC stands for (or existing users can verify).

       

      Thanks for any suggestions on how to do this! (using 8.2 desktop)

        • 1. Re: adding a dimension to tooltip (one that isn't used on the worksheet)
          Simon Runc

          hi Keith,

           

          If you drag the dimension you want to show, into the ToolTip Marks card it should appear in the ToolTip.

           

          If I've misunderstood, post back and there are lots of fancy things you can do around tooltips...such as

           

          http://kb.tableausoftware.com/articles/knowledgebase/barsintooltips

          • 2. Re: adding a dimension to tooltip (one that isn't used on the worksheet)
            keith.r

            Hi Simon-

             

            My first problem was that I had the tooltip box open from the worksheet menu, and couldn't drag-and-drop. Based on your post, I started poking around and dragged the pills onto the tooltip on the marks sheet, but they still didn't show up on the actual tooltip, nor on the drop-down menu in the tooltip editor... until I hit the 'reset' button on the tooltip, which brings in the new fields, but also wipes out any other edits that I had previously made to the tooltip.

             

            Any thoughts on what I'm doing wrong? There has to be a way to add a new dimension to a tooltip without having to revert to default to actually get it to show up 

            • 3. Re: adding a dimension to tooltip (one that isn't used on the worksheet)
              Simon Runc

              hi Keith,

               

              It's nothing you are doing wrong per se! When you create a new viz, items (Dims/Measures) are automatically added to the tool tips as you add them to the Viz (Row/Column Shelf, Colour, Size, Tooltip...etc.), with a default description. If you amend the tool tip, manually, at any time Tableau assumes that you have edited the tooltip to what you want, and stops automatically adding items (even if you drag them to the tool tip shelf). At this point you need to add things automatically by using the 'Insert' options within the tool tip.

               

              ToolTips.JPG

              What I've found is that, generally, the tool tips are the last thing I do. I create the Viz(es)/Dashboards, and allow the Tootips to build automatically, and then once completely happy I then go back and create the ToolTips manually. It's usually only once I have the Viz(es) finiahed that I know what other info might be useful to the end-user (eg. I might have a dashboard with Sales Value and Volume, and then think that the AUR (Average Unit Retail = Sales Value/Volume) would also be useful). If the user doesn't need the exact values, in my sales/volume example, of sales and volume (i.e. the chart approximate value is good enough) then I might then remove the Sales and Volume from the tool tip, and just leave AUR.

               

              Hope this helps, and makes sense.