Mastering Axis and Tooltips

We're ahead of the game. Tool tips. Let me handle axis.

In the meantime, I'm going to go over to category sub. This is what I usually like to work with. What controls the increments that I have on the left when it comes to the y-axis? It looks like I'm going in 50,000 increments.

This is not handled by formatting. This is handled by editing the axis. So I'm going to go over to the right, and I'm going to right-click in this area, and I'm going to choose Edit Axis.

You're going to have a lot of options here. The name that you see here is determined by what you write for the axis title. So I'm going to go over here and type Superstore Sales, and then that's going to change that in real time.

Now, what if I think I need to have 400,000 as a value? This is automatically selected for me, so I may want to choose Custom. And when I choose Custom, I can enter the amount that becomes the top amount for this particular column chart. So I'll go over here and type 400,000.

Now I go up to 400,000. I typed one more zero, so that's 400,000. So let me not do that.

There we go, 400,000. Other things that you can do, depending on how creative you are, you can control the scale. You could do reversed.

What does reverse look like? If I click on Reverse, now my values look like this. So this would be a very creative way to display your values upside down. Perhaps if you're, I don't know, a fan of the matrix, and you want to show this as if this is data that is dropping down like the rain from Matrix, or maybe this would be a good chart for rainfall in different areas.

I'm going to check this back and keep it regular. Tick marks. This is broken up into $50,000 increments.

I want to break this down into 25,000. So I'll select Fixed, and here I'll type 25,000. This is now going to display those values, 25,000.

And so I get a little more detail here. If I want to do this for minor tick marks as well, I can make this 10,000. This changes live, and I'm able to see the information here.

It kind of disappears when you click on it. I think this is sometimes a glitch that happens in the program. I know people have mentioned it before.

So if you want to edit the access, that's what you'll do when you right-click here and choose Edit Access. You'll be able to change the name, reverse the values, choose a higher amount or a lower amount, and then add tick marks. And so that's another part of formatting the values that, in some ways, relate to your labels.

I'll click Text here and add my labels at the top. Tool tips. So I'll show you something really creative related to tool tips.

Tool tips, by default, display fields that are included in your visualization. So if you include something in here, when you hover your mouse, you'll see it. So category, subcategory, and sales.

That's what's included here. These three fields, they automatically show up when I hover. You can also choose to disable them.

Let's say you don't want to see subcategory. You can go over here, click the dropdown, and uncheck Include in Tool Tip. To include a field not already there, you can drag the field to the tool tip.

So I want to display quantity. I'll drag it to the tool tip. This will not display a label.

It will just add it to the tool tip. When I hover over here, I will see quantity. It automatically adds it.

If I take it out, then it doesn't display. Tool tips can be manually customized. However, the moment you manually customize the tool tip, the automatic calculation is gone.

So you can make changes to the size, and the color, and the text. And you can make all those changes. But then when you drag a field to the tool tip, no mas.

It doesn't work anymore. So I'll demonstrate. Here's a tool tip.

And I think it's pretty boring. I would like to see the Superstore sales title at the top. So I'm going to go over to Tool Tip.

I'll go over here and press Enter. And I'll type Superstore. I'll make this a little bit bigger.

I'll make it bold. I'll change the color to blue. Let's see.

Yeah, I guess that's bold. Probably have to choose a different font to make it bolder. I'll just do something very drastic.

OK, so there we go. And I'll make this more blue. I'll click OK.

I hover over here. Very nice. Hey, I think that looks really great for my design.

OK, I want to add quantity. So let me go to Quantity and add it to the tool tip. All right, it got added.

Wait, what happened? It's not there. How about profit? I'll add it to the tool tip. What's going on? It's not working.

You made a custom change to the tool tip. So now you broke it. I mean, you didn't really break it.

But the way it works is if you make a change to the tool tip, automatically adding things doesn't work. OK, how do I fix this guard field? OK, there's a way to fix this. Go back to the tool tip.

Click Reset. Does that mean I'll lose? Yes, you'll lose Superstore. OK, so now you reset it.

Oh, and there's profit and quantity. So that's how it works. Yeah, so what you do is after you reset it, just when you're about to do your presentation in your dashboard, you've made all the changes you made.

Now you can go in, click on Tool Tip, and add Superstore. So I would save that for the last step. So you can always reset if you make any changes, and then make your changes as the last step.

I'll take these out. That was just to prove to you how that works. Best advice, customize as the last step.

You can reset to return to the default behavior. By default, measures display as access values. It was not always the case.

Something else you can add to tool tips on the other sheet. So let me just take a look and see. Yes, so this is a pretty cool feature.

Again, all my screenshots are off. I'm going to go to the pie chart. I'm going to show you two features really quickly that I know off the bat.

This is my tool tip. I want to customize this. So I'm going to go over to tool tip here.

And I don't like this. I just want to call this percentage. Now, remember, you're going to lose your ability to make changes automatically.

I'm going to click OK. I want to create a text table using category and sub. I could try to move things.

And maybe I forget how to. If you want to create a text table, all you have to do is right click and choose duplicate as crosstab. Duplicate as crosstab is just like saying duplicate as text table.

That's just the way it is. So if I click this, it already created it. It doesn't take me there.

It looks like nothing happened, but it's actually right here. Why didn't it go there? I click here. There it is.

Now that I have this here, I can make it a little bit wider. I don't have to make it as wide as it needs to be. I don't have to take up the whole screen.

What are some other statistical changes I could make to this? Someone might say, is there a way you could show the total? I know this is not a pivot table, but I would like to see the total. That's going to be here in the analysis tab. When you go to your analysis tab, you're going to click total.

And then from here, you can add show column grand totals. I'll do that. And it adds it at the bottom.

So now you have your column grand totals. Ultimately, it's OK if you make it take the entire view. When you do the dashboard, everything will resize.

I'm going to rename this text table so I can find it when I'm looking for it. OK, so now I can show you something that I wanted to show you with the tool tip. These are the sales and the percentages.

I want more detail. Is there a way you could show me the information specific to each salesperson for their sales, like a detail? Like when you double click on a pivot table, you see just the detail for this? Yes, you can add in another worksheet into this view in the tool tip. Well, how would you do that? Go to tool tip and then choose insert.

Now make sure I put the cursor in the right place. I want it to be down here. Insert and show me which sheet I want.

I want text table. Please add the text table to my tool tip. I'll click here and it puts it right there.

It chooses a custom size. Looks like I can change it. I'll click OK.

Now, when I hover over any of the pie chart, I can see the detail. And it's different for each person depending on their sales. So this is a cool way to add additional information.

That's specific to each part of the chart. You could do the same thing for any of the other charts depending on what looks good. This might look better for a pie chart because it shows you more detail.

If you want, you can probably even bring in a pie into here. It might look weird depending on how the information is broken up, you'll just see a separate color. But you'll have to play with that.

Doing this on the pie chart is, I think, pretty interesting. You see the name of the person change as well as their percentage. So that's what I was doing here in this screenshot.

And this is related to tool tips.