Using Interactions with Controls
In Dundas BI, visualizations, filters, and components are controls. You can set up interactions on most controls.
You can add interactions from the toolbar, context menu, and properties panel. There are eight types of interaction:
- Navigate – navigates to a new page.
- Hover – displays a popup of another object, usually a dashboard.
- Drill Down – applies a drill down
- Filter – applies a filter.
- Change Layer – shows or hides a layer.
- Toggle Template Cell – expands or collapses a template grid cell.
- Data Input – appends data to a Data Input transform in a data cube. This interaction is not availbale for data visualizations.
Interactions are associated with a particular action and are run when that action occurs. The types of actions available differ between the various objects on the dashboard. Typical actions that are available include Click, Hover, and Double Click. However, there are many that are specific to a particular control, such as Selection Changed on a Dropdown list and Radio button.
When creating an interaction using the toolbar or context menu, it is associated to a particular action automatically. The following table shows the default action associations.
|Control||Drill down||Navigate||Filter||Change Layer||Toggle Template Cell||Data Input||Hover|
|Filter controls||Value changed|
|Radio button||Selection changed|
|Drop down list|
|Timer||Timer interval tick|
Interactions can be associated to actions other than the default by creating them in the Properties tab.
2. Creating an interaction
As an example, you can create a hover interaction that is displayed when the control is clicked, rather than when the mouse is hovered over it.
When creating an interaction in this manner, Hover is named Pop-up.
- Add a visualization or component and select it.
- Go to the Properties tab, click on Menu, and scroll down to Actions.
- Expand the Click action.
- Click the menu to the right of the field, and select Popup.
- Configure the Popup interaction.
3. Configuring an interaction
There are several options to configure how the interaction is triggered. Most options are specific to the type of interaction; for examples, see the relevant articles linked above. The options Name and Friendly Name are found in every interaction. Use Name and Friendly Name to label the interaction in a meaningful way.
3.1. Bound Visual
The Bound Visual option causes the interaction to occur only on the indicated part of that control.
Charts can have an interaction bound to a particular series of that chart. For example, on a Pareto chart, you can bind a Hover popup to only display when the mouse is on the Bar chart series of the visualization, and not the Line chart series.
Relationship diagrams can have an interaction bound to either the nodes or the links in the diagram.
Drop down lists and Radio buttons can have items added manually. You can bind interactions so that they are only triggered when a particular item is selected. For example, a pop-up appears when the second of three radio buttons is selected.
Checkboxes can be in one of two states: Checked, and Unchecked. You can bind an interaction to either state. For example, when the checkbox is Checked, a layer is shown.
You can bind an interaction to the Checkbox and Checkbox List filter controls if the Manual Items property is selected.
In this case, the Checkbox filter control will have the same Bound Visual options as the checkbox component: Checked, and Unchecked.
When using the Checkbox List filter control, you can bind an interaction to each of the items added to the list.