The tooltip can be a powerful tool for enhancing the user experience of your customers. It provides additional information about the data points on your graph, making it easier for users to understand and interpret the data.
Instead of creating loads of widget to display the additional information, we can leverage the power of the tooltip to achieve it more efficiently and effectively.
Dashboard pages allow analytical content to be divided into consumable pieces. They allow users to switch between different pages. Pages allow you to place an insight under a microscope. However, sometimes users just want to peruse quick related content without jumping into details.
What Are Custom Tooltips ?
Custom tool-tips allows users to design and display tooltips that are tailored to their specific needs. Instead of displaying generic information, it display specific data points and additional information that is relevant to the user and can be used to display a variety of information, including:
- Detailed data points
- Charts and graphs
- Links to additional resources
It can help to improve the accuracy and completeness of data by providing users with additional information and context. This can help users make better decisions and take more informed actions based on the data they are analyzing.
Let’s get into the implementation part !!
CRM Analytics enabled Developer Org
Once you set up the CRM Analytics in your org. Search for ‘Analytics Studio’ in the app launcher.
The data used in this example is the opportunities and their account data.
Step 1: Create a blank dashboard
Step 2: Create a chart widget from the dataset.
In this example, I’m using the existing dataset ‘Opportunities’ – This dataset contains opportunities and their account details.
Choosing the bar chart and displaying the opportunity name and its total amount value in the chart.
Step 3: Configure the tooltip for the chart widget
1) Add Custom Text
You can enter your own text and field values to display.
2) Customize data point details
You can select the measures or dimensions to show in the tooltip when you hover on the chart’s data points
3) Add Visualization
This option helps us to add chart,table or component into the tool-tip
You can choose either of the above options to have those in the widgets.In our use case we are going to choose option 3.
Selecting the option 3, we can add chart visualization to the tooltip widget
Here We choose the Table option
Note for design considerations:
- Tooltips cannot overflow embedded dashboard boundaries so customize tooltip sizing to be less than the width & height of the embedded container and also based on the amount of data you display in the table adjust the width and height.
- Format your visualizations to suit the limited real estate of tooltips. With charts, hide unnecessary elements such as legends & axis labels. For tables, use dense spacing, reduced font sizes & limit rows to create compact tables.
- Ensure tooltip queries are optimized for performance so that they can load quickly. Avoid expensive queries for the best user experience.
- Use only the necessary fields in the tooltip widget so that end users can easily read the data and get insights just by quickly hovering over the bars.This will greatly improve the user experience.
Step 4: Create the tooltip widget.
Note: You can choose any of the table/chart varieties provided.
Add the required fields of account to display on the opportunity chart and done.
Tables are an easy way to interpret data to the customers.
When creating the tool-tip visualization in Explorer, provide a proper name using the pencil icon at the top to allow the query to be searched & managed for advanced use cases.
Here I’m choosing Account Name,Annual Revenue and Industry fields.
💡 Pro Tip: Turn off legends, axis labels & other formatting to create minimalist charts that look good in a tool-tip.
Now hover on any of the opportunity bars, and the tool tip displays the account details in the tabular format for the respective opportunity you hovered on.
Finally, custom tooltips can help to improve the efficiency and effectiveness of CRM analytics by reducing the time and effort required to access and analyze data. By providing users with relevant information at the point of need, it can help to streamline workflows and increase productivity.
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