A Power BI data analyst is creating a sales report with a clustered column chart showing revenue by product category. To provide deeper, contextual insights, the analyst wants a custom pop-up to appear when a user hovers over a category's column. This pop-up should contain other visuals, such as a table with the top 5 products and a card displaying the total units sold for that specific category. Which set of steps must the analyst perform to enable this functionality?
Drag the 'Product' and 'Units Sold' fields into the 'Tooltips' field well of the original chart. Then, in the 'Format' pane, change the tooltip 'Type' to 'Default' to show these additional fields.
Create a new drillthrough page containing the detailed visuals. Add the 'Product Category' field to the 'Drillthrough' filter well on the new page. Users can then right-click the chart to navigate.
Create a new report page and add the desired visuals. In the new page's 'Format' pane, enable 'Allow use as tooltip'. Then, for the original chart, set the 'Tooltip Type' to 'Report page' and select the new page.
Create a bookmark for the detailed view. On the original chart, configure an 'Action' in the 'Format' pane to navigate to the bookmark when a data point is selected.
The correct process involves creating a new, dedicated report page for the tooltip content. In the 'Page information' settings for this new page, the 'Allow use as tooltip' option must be enabled. This designates the page as a potential tooltip. After adding the desired visuals (like a table and a card) to this tooltip page, the analyst must return to the original clustered column chart. In the 'Format visual' settings for that chart, under the 'General' tab's 'Tooltips' section, the 'Type' must be set to 'Report page', and the newly created tooltip page must be selected. This links the hover action on the chart to the custom tooltip page.
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