Set up a navigate interaction

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1. Overview

This article shows you how to set up a navigate interaction so that when a user clicks on a data point, the current view is replaced with a second dashboard showing filtered data which corresponds to the clicked data point.

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 the view to navigate to (but appropriately filtered via the Product hierarchy which is also added to its 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 navigate interaction

Edit the first dashboard again. Right click (or long-tap) 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 Navigate.

Click Navigate
Click Navigate

In the Set up a Navigation dialog, set the navigation to go To a different view and open In the same window.

Then select Dashboard2 as the different view to navigate to.

Select Dashboard2 as the different view
Select Dashboard2 as the different view

Scroll further down and 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 clicks on a data point (Product) on Dashboard1, the clicked 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.

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

5. Add another navigate interaction to go back

Edit the second dashboard. Follow similar steps as for the first dashboard in order to add a navigate interaction.

Except this time, the navigate action should be set to navigate back.

Navigate interaction to go back
Navigate interaction to go back

6. Test the interaction

Edit the first dashboard, switch to View mode, and then click a data point (Accessories product) on Dashboard1. You should see the view replaced by Dashboard2 which shows OrderQty by Date filtered by the product in question.

Test the navigation in View mode
Test the navigation in View mode

Click the line chart to go back to Dashboard1.

7. See also

Dundas Data Visualization, Inc.
500-250 Ferrand Drive
Toronto, ON, Canada
M3C 3G8

North America: 1.800.463.1492
International: 1.416.467.5100

Dundas Support Hours: 7am-6pm, ET, Mon-Fri