[{"data":1,"prerenderedAt":468},["ShallowReactive",2],{"navigation":3,"page-\u002Fen\u002Fdesigning-dashboards\u002Ftooltips-and-chart-markers":250,"\u002Fen\u002Fdesigning-dashboards\u002Ftooltips-and-chart-markers-surround":462,"comments-\u002Fen\u002Fdesigning-dashboards\u002Ftooltips-and-chart-markers":467},[4],{"title":5,"path":6,"stem":7,"children":8,"page":249},"En","\u002Fen","en",[9,53,87,129,163,200,242],{"title":10,"path":11,"stem":12,"children":13,"icon":52},"CRM Analytics Foundations","\u002Fen\u002Ffoundations","en\u002F1.foundations\u002F1.index",[14,16,20,24,28,32,36,40,44,48],{"title":15,"path":11,"stem":12},"Welcome & Dev Org",{"title":17,"path":18,"stem":19},"Graded Quiz","\u002Fen\u002Ffoundations\u002Fquiz","en\u002F1.foundations\u002F10.quiz",{"title":21,"path":22,"stem":23},"What Is CRM 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Dataset?",{"title":17,"path":95,"stem":96},"\u002Fen\u002Fcreating-datasets\u002Fquiz","en\u002F3.creating-datasets\u002F10.quiz",{"title":98,"path":99,"stem":100},"The Data Landscape","\u002Fen\u002Fcreating-datasets\u002Fthe-data-landscape","en\u002F3.creating-datasets\u002F2.the-data-landscape",{"title":102,"path":103,"stem":104},"Upload a CSV","\u002Fen\u002Fcreating-datasets\u002Fload-data-from-csv","en\u002F3.creating-datasets\u002F3.load-data-from-csv",{"title":106,"path":107,"stem":108},"Grain, Lookups & Joins","\u002Fen\u002Fcreating-datasets\u002Fgrain-lookups-and-joins","en\u002F3.creating-datasets\u002F4.grain-lookups-and-joins",{"title":110,"path":111,"stem":112},"Dataset Builder","\u002Fen\u002Fcreating-datasets\u002Fbuild-with-dataset-builder","en\u002F3.creating-datasets\u002F5.build-with-dataset-builder",{"title":114,"path":115,"stem":116},"Run the Dataflow","\u002Fen\u002Fcreating-datasets\u002Frun-and-troubleshoot-the-dataflow","en\u002F3.creating-datasets\u002F6.run-and-troubleshoot-the-dataflow",{"title":118,"path":119,"stem":120},"Build with a Recipe","\u002Fen\u002Fcreating-datasets\u002Fbuild-the-same-dataset-with-a-recipe","en\u002F3.creating-datasets\u002F7.build-the-same-dataset-with-a-recipe",{"title":122,"path":123,"stem":124},"Combine Datasets","\u002Fen\u002Fcreating-datasets\u002Fcombine-datasets","en\u002F3.creating-datasets\u002F8.combine-datasets",{"title":49,"path":126,"stem":127},"\u002Fen\u002Fcreating-datasets\u002Finterview-questions","en\u002F3.creating-datasets\u002F9.interview-questions","i-lucide-database",{"title":130,"path":131,"stem":132,"children":133,"icon":162},"Lenses & Explorations","\u002Fen\u002Flenses-and-explorations","en\u002F4.lenses-and-explorations\u002F1.index",[134,136,140,144,148,152,156,159],{"title":135,"path":131,"stem":132},"What Is a Lens?",{"title":137,"path":138,"stem":139},"Analytics Tab & Apps","\u002Fen\u002Flenses-and-explorations\u002Fthe-analytics-tab-and-apps","en\u002F4.lenses-and-explorations\u002F2.the-analytics-tab-and-apps",{"title":141,"path":142,"stem":143},"Explorer Mode Basics","\u002Fen\u002Flenses-and-explorations\u002Fexplorer-mode-basics","en\u002F4.lenses-and-explorations\u002F3.explorer-mode-basics",{"title":145,"path":146,"stem":147},"Chart, Table & SAQL","\u002Fen\u002Flenses-and-explorations\u002Fchart-table-and-saql-modes","en\u002F4.lenses-and-explorations\u002F4.chart-table-and-saql-modes",{"title":149,"path":150,"stem":151},"Editing Fields","\u002Fen\u002Flenses-and-explorations\u002Fediting-fields-and-metadata","en\u002F4.lenses-and-explorations\u002F5.editing-fields-and-metadata",{"title":153,"path":154,"stem":155},"Conversational 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Dashboards","\u002Fen\u002Fdesigning-dashboards\u002Flinking-dashboards","en\u002F5.designing-dashboards\u002F7.linking-dashboards",{"title":17,"path":194,"stem":195},"\u002Fen\u002Fdesigning-dashboards\u002Fquiz","en\u002F5.designing-dashboards\u002F8.quiz",{"title":49,"path":197,"stem":198},"\u002Fen\u002Fdesigning-dashboards\u002Finterview-questions","en\u002F5.designing-dashboards\u002F9.interview-questions","i-lucide-layout-dashboard",{"title":201,"path":202,"stem":203,"children":204,"icon":241},"Collaboration","\u002Fen\u002Fcollaboration","en\u002F6.collaboration\u002F1.index",[205,207,210,214,218,222,226,230,234,238],{"title":206,"path":202,"stem":203},"Why Collaboration Matters",{"title":49,"path":208,"stem":209},"\u002Fen\u002Fcollaboration\u002Finterview-questions","en\u002F6.collaboration\u002F10.interview-questions",{"title":211,"path":212,"stem":213},"Sharing a 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Watchlists","\u002Fen\u002Fcollaboration\u002Fsubscriptions-and-watchlists","en\u002F6.collaboration\u002F7.subscriptions-and-watchlists",{"title":235,"path":236,"stem":237},"Onboarding & Learn","\u002Fen\u002Fcollaboration\u002Fonboarding-and-learn","en\u002F6.collaboration\u002F8.onboarding-and-learn",{"title":17,"path":239,"stem":240},"\u002Fen\u002Fcollaboration\u002Fquiz","en\u002F6.collaboration\u002F9.quiz","i-lucide-users",{"title":243,"path":244,"stem":245,"children":246,"icon":248},"This is Section","\u002Fen\u002Fthis-is-section","en\u002F7.this-is-section\u002F1.index",[247],{"title":243,"path":244,"stem":245},"i-lucide-book-open",false,{"id":251,"title":252,"access":253,"body":254,"description":452,"extension":453,"interview":253,"links":253,"meta":454,"navigation":455,"passScore":253,"path":183,"quiz":253,"seo":456,"stem":184,"video":457,"__hash__":461},"docs\u002Fen\u002F5.designing-dashboards\u002F5.tooltips-and-chart-markers.md","Custom Tooltips and Chart Markers",null,{"type":255,"value":256,"toc":444},"minimark",[257,261,270,273,278,285,290,297,301,308,311,326,329,333,340,344,351,366,373,376,380,387,394,397,400,425,435,438],[258,259,252],"h1",{"id":260},"custom-tooltips-and-chart-markers",[262,263,264,265,269],"p",{},"A chart has two layers of information: what you see, and what you get when you look closer. The visible layer should stay ruthlessly simple. The ",[266,267,268],"strong",{},"tooltip"," is where all the detail you didn't want cluttering the canvas gets to live.",[262,271,272],{},"Most dashboards ship with whatever the default tooltip happens to be. Ten minutes of configuration turns it into the most information-dense part of the whole page.",[274,275,277],"h2",{"id":276},"choosing-what-appears-on-hover","Choosing what appears on hover",[262,279,280,281,284],{},"Open a chart's properties and find the ",[266,282,283],{},"Tooltip"," section. You get direct control over the contents:",[286,287],"lesson-cards",{":columns":288,":items":289},"3","[{\"title\":\"Dimensions\",\"icon\":\"i-lucide-tags\",\"description\":\"Which grouping values to show. Usually the one the user is hovering, but you can include others the step returns.\"},{\"title\":\"Measures\",\"icon\":\"i-lucide-calculator\",\"description\":\"Which numbers to display. Show the plotted measure plus supporting ones the chart itself doesn't have room for.\"},{\"title\":\"Custom text\",\"icon\":\"i-lucide-type\",\"description\":\"Free text you write, which can interpolate values from the step so it reads as a real sentence.\"}]",[262,291,292,293,296],{},"The key move is ",[266,294,295],{},"hiding the defaults you don't need",". A tooltip repeating the axis label the user is already pointing at wastes a line. Switch off everything that isn't earning its place, and what remains reads as a deliberate message rather than a data dump.",[274,298,300],{"id":299},"custom-text-that-interpolates-step-fields","Custom text that interpolates step fields",[262,302,303,304,307],{},"This is the part worth learning properly. The custom text box isn't static — you can reference ",[266,305,306],{},"fields from the step",", and the tooltip substitutes the actual value for the hovered data point.",[262,309,310],{},"That means instead of a bare stack of label\u002Fvalue pairs, you can write a sentence:",[312,313,314],"blockquote",{},[262,315,316,319,320,322,323,325],{},[266,317],{"account":318,"name":318},""," closed ",[266,321],{"amount":318}," across ",[266,324],{"count":318}," deals this quarter.",[262,327,328],{},"Hover a bar and you get a readable statement about that specific bar. It costs a couple of minutes and it changes how non-analysts experience the chart — they're reading a fact, not decoding a data structure.",[330,331],"lesson-steps",{":items":332},"[{\"title\":\"Open the chart's tooltip settings\",\"description\":\"Select the widget and scroll the properties panel to the Tooltip section.\"},{\"title\":\"Turn off the noise\",\"description\":\"Uncheck the default dimensions and measures you don't want repeated on hover.\"},{\"title\":\"Enable custom text\",\"description\":\"Switch on the custom text option to reveal the editable text area.\"},{\"title\":\"Write the sentence and insert fields\",\"description\":\"Type your wording and drop in step field references where the live values should appear.\"},{\"title\":\"Hover and check\",\"description\":\"Test on several data points — including an empty or zero one — to make sure the sentence still reads correctly.\"}]",[262,334,335,336,339],{},"There's also a ",[266,337,338],{},"show null values"," option. Turn it on when a missing value is itself meaningful (\"no activity logged\"), and off when blanks are just noise that make the tooltip look broken.",[274,341,343],{"id":342},"tooltips-as-inline-help","Tooltips as inline help",[262,345,346,347,350],{},"Here's a use most people miss: a tooltip doesn't have to describe the data at all. It can ",[266,348,349],{},"explain the chart",".",[262,352,353,354,358,359,358,362,365],{},"Dashboards accumulate metrics whose definitions live in somebody's head. ",[355,356,357],"em",{},"Pipeline coverage",", ",[355,360,361],{},"weighted forecast",[355,363,364],{},"adjusted attainment"," — every org has three of them and no two people define them the same way. Put that definition in the custom tooltip text and the answer sits exactly where the question gets asked: on the chart, at the moment of confusion.",[367,368,370],"tip",{"icon":369},"i-lucide-lightbulb",[262,371,372],{},"Use a tooltip to answer the question your users email you about. \"Does this include closed-lost?\" \"Is this in local currency?\" One line of custom text kills that thread permanently and makes the dashboard self-documenting for whoever inherits it.",[262,374,375],{},"Keep it short, though. A tooltip is a glance, not a page. If your explanation needs three paragraphs, it belongs in a text widget or a linked page — and it's probably a sign the metric itself needs simplifying.",[274,377,379],{"id":378},"chart-markers","Chart markers",[262,381,382,383,386],{},"Tooltips are on-demand. Sometimes you need the opposite: something ",[266,384,385],{},"permanently visible",", attached to one specific point on the chart, that says \"look here\".",[262,388,389,390,393],{},"That's a ",[266,391,392],{},"chart marker"," — an annotation you pin to an individual bar, column, or data point. In the chart's properties you choose the point to mark and then configure three things:",[286,395],{":columns":288,":items":396},"[{\"title\":\"Label\",\"icon\":\"i-lucide-bookmark\",\"description\":\"A short title on the marker itself — a few words at most, since it sits on top of the chart.\"},{\"title\":\"Message\",\"icon\":\"i-lucide-message-square\",\"description\":\"The longer explanation of why this point deserves attention.\"},{\"title\":\"Colour\",\"icon\":\"i-lucide-paintbrush\",\"description\":\"Set it to match the meaning — alert red for a problem, brand colour for a milestone.\"}]",[262,398,399],{},"Markers are for the story behind the number, the thing the data can't tell you itself:",[401,402,403,411,418],"ul",{},[404,405,406,407,410],"li",{},"The month revenue dipped ",[266,408,409],{},"because a major account churned"," — mark it, so nobody re-investigates it every quarter.",[404,412,413,414,417],{},"The quarter you ",[266,415,416],{},"changed the methodology",", so the reader knows a step-change isn't a real trend.",[404,419,420,421,424],{},"The record-breaking week worth ",[266,422,423],{},"calling out"," rather than leaving to be noticed.",[367,426,428],{"icon":427},"i-lucide-triangle-alert",[262,429,430,431,434],{},"Markers are pinned to a ",[266,432,433],{},"specific data point",". If your chart is filtered, re-sorted, or grouped differently by a user selection, a marker can end up sitting next to something it was never about. Use them on stable, anchored charts — a fixed time series is ideal — and re-check them whenever you change the underlying step.",[262,436,437],{},"Used sparingly — one or two per dashboard — markers are the closest thing CRM Analytics has to a footnote, and they stop the same question being asked every month.",[262,439,440,441,350],{},"Your charts now explain themselves. Next we shrink them right down and build the row of indicators that sits at the top of every good dashboard: ",[266,442,443],{},"KPI micro charts",{"title":318,"searchDepth":445,"depth":446,"links":447},1,2,[448,449,450,451],{"id":276,"depth":446,"text":277},{"id":299,"depth":446,"text":300},{"id":342,"depth":446,"text":343},{"id":378,"depth":446,"text":379},"Control exactly what a CRM Analytics chart reveals on hover — choose dimensions and measures, add custom text that interpolates step fields, hide the rest — then pin chart markers to specific data points as visual annotations.","md",{},{"title":182},{"title":252,"description":452},{"id":458,"start":459,"end":460},"947dd51bXE4",565,850,"jSmpi75ccxYj-qIHgG8SagRo-oZO1ebWSGNVLDogE6A",[463,465],{"title":178,"path":179,"stem":180,"description":464,"children":-1},"Get the most out of the CRM Analytics values table — default columns from the dataset Fields panel, adding fields, fit data to widget, dark widget themes, and the show data as image property for rendering URL fields as pictures.",{"title":186,"path":187,"stem":188,"description":466,"children":-1},"Build the indicator row at the top of a CRM Analytics dashboard — timeline charts stripped down to micro charts, projected trend lines, polar gauges, and number widgets with shortened formatting. Plus how to clone a dashboard for safe experimentation.",[],1786788925499]