In Dundas BI, you can set up actions or interactions on any visualization, filter, or component, or view such as a dashboard.
You can set up common interactions from the toolbar or context menu, and any number of other action combinations using the Properties window.
Related video: Interactions
For every event that can occur for a dashboard or other view, or one of its elements, there is a list of actions you can add to that will run when that event occurs. The available lists of actions differ between the various types of views and their elements. Typical actions lists include Click and Hover, and there are many that are specific to a particular element, such as Selection Changed on a Drop Down List or No Data on a data visualization.
There are several types of actions available that you can add:
- Navigate – navigates to a new page
- Hover Over/Pop-up – displays a pop-up of another view such as a dashboard
- Drill Down – goes one level down in the hierarchy and filters to the selected data
- Filter – filters to the selected data
- Expand/Collapse – expands a hierarchy member to view its values from one level down, or collapses them up
- Change Layer – shows or hides layers
- Toggle Template Cell – expands or collapses a cell in a dashboard's template grid
- Data Input – appends data to a Data Input transform in a data cube (not available on data visualizations)
2. Creating an interaction
To quickly create an interaction for the element that's selected, choose Set Up Interactions in the toolbar and choose an option. This will automatically add an action to the default actions list or event and open its dialog for you to configure or confirm its settings.
The following table shows the default action associations:
|Element||Drill Down||Navigate||Filter||Change Layer||Toggle Template Cell||Data Input||Hover Over/Pop-Up|
|Radio Button List||Selection Changed|
|Drop Down List|
|Timer||Timer Interval Tick|
Actions can be added to actions lists other than the default by creating them in the Properties window. As an example, you can make a pop-up appear when a data point is clicked, rather than when the mouse hovers over it.
The following steps walk through how to add an action to an actions list of your choice:
Add a visualization or component and select it.
Go to the Properties window, and in the Main tab scroll down to the Actions category.
Expand the actions list you're interested in, such as the Click actions list.
Click the menu to the right, and choose a type of action. We will select Pop-up.
Configure the interaction.
3. Configuring an interaction
After an action is created, its dialog appears. In many cases, it will set itself up automatically and you can immediately click the submit button at the bottom to close it.
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 to above. The options Name and Friendly Name are available for every type of action, to optionally label the action in a meaningful way.
3.1. Bound visual
The Bound Visual option causes the action to occur only on the indicated part of that control or visualization.
Many visualizations allow you to limit an interaction to a specific area, such as a column in a table or one series of data points in a chart.
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.
Drop down lists and Radio buttons have items that you add yourself in the Properties window. You can bind interactions so that they are only triggered when a particular item is selected, or for each of its items. For example, a pop-up appears when the second of three radio buttons is selected.
To use a filter in this way instead of as a regular filter, check its Manual Items property. For example, you can add items to a Checkbox List filter and set up an action for each item.
3.2. Set up parameters
Many actions involve choosing what data should be passed to a parameter (e.g., what data to filter by.)
When setting up a filter or drill down interaction, Dundas BI will automatically make a choice for you based on compatible data on the current dashboard or view, but you can confirm or change this setting. Navigate and hover over/pop-up interactions require setting up the parameters if you want the other dashboard or view to be filtered.
To set these up, click Set up parameters in the interaction dialog.
Under Source, choose what value should be passed to a parameter. To pass values from multiple hierarchies, click the Add new mapping button to add multiple mappings, one for each hierarchy.
Under Target, choose a parameter to pass that hierarchy's value to. Dundas BI will automatically generate a parameter for a filter or drill down interaction connected to compatible hierarchies, or you can choose your own parameter. You can create parameters or change what the parameter is connected to in the Parameters window.
For a walkthrough on setting up parameters, see the relevant articles linked to above.