Set up a hover over interaction

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1. Overview

This article shows you how to set up a hover over interaction so that a second dashboard is displayed in a popup and filtered accordingly when you hover over a data point on the first dashboard.

Related video: Drill Down and Custom Dashboard Actions

2. Create the first dashboard

Create a metric set and add it to a dashboard in order to show OrderQty by Product.

Dashboard1 with bar chart showing OrderQty by Product
Dashboard1 with bar chart showing OrderQty by Product

3. Create a second dashboard

Create another metric set and add it to a second dashboard in order to show OrderQty by Date. This dashboard will be displayed in a hover over / popup. The chart in this dashboard is further filtered by Product by adding the corresponding hierarchy to the SLICERS field.

Besides the chart, also add a data label control and drag the second metric set's Product hierarchy onto the data label. This data label will be used to display the SLICERS (filter) value.

Dashboard2 with line chart showing OrderQty by Date and filtered by Product
Dashboard2 with line chart showing OrderQty by Date and filtered by Product

Next, expand the Parameters window which is docked along the bottom of the screen. Click Add New to add a new view parameter and then connect it to the Product hierarchy for both the chart and the data label.

Add a view parameter
Add a view parameter

4. Set up the hover over interaction

Edit the first dashboard again. Right click over the bar chart and click Set Up Interactions from the menu.

Right click and select Set Up Interactions
Right click and select Set Up Interactions

Click Hover Over.

Click Hover Over
Click Hover Over

In the Set up a pop-up dialog, select Dashboard2 as the different view to be displayed on hover-over.

Select Dashboard2 to be displayed in a different view
Select Dashboard2 to be displayed in a different view

Scroll further down and set the Width (of the popup) to 500 and the Height to 375.

Set the width and height of the popup
Set the width and height of the popup

Click Set up parameters.

In the Set up Parameter Mappings dialog, click Add new mapping.

Add new mapping
Add new mapping

In the Source list, select the ProductID filter checkbox. In the Target list, select viewParameter1. This forms a mapping so that when the user hovers over a data point (Product) on Dashboard1, the corresponding product value will be passed to the view parameter on Dashboard2. Since the view parameter is hooked up to the Product hierarchy on the SLICERS field, the line chart on Dashboard2 will be filtered accordingly when it is displayed in a popup.

Select a source and target for the mapping
Select a source and target for the mapping

5. Test the interaction

Switch to View mode and hover over a data point (Bikes product) on Dashboard1. You should see Dashboard2 displayed in a popup that shows OrderQty by Date filtered by the product in question.

Test the hover over in View mode
Test the hover over in View mode

6. See also

Dundas Data Visualization, Inc.
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Toronto, ON, Canada
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International: 1.416.467.5100

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