Set up a navigate interaction
This article shows you how to set up a navigate interaction so that when you click on a data point, the current view is replaced with a second dashboard showing filtered data corresponding 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.
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.
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.
Finally, click away from visualization to de-select it. Open the Properties panel and change the Initial View Options to Show the menu, toolbar and taskbar.
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.
In the Set up a Navigation dialog, set the navigation to go To a different view and open In the same window.
Select Use Target Initial View Options to use the settings in Dashboard 2 rather than the default full-screen view.
Select Dashboard2 as the different view to navigate to.
Scroll further down and click Set up parameters.
In the Set up Parameter Mappings dialog, click 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.
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.
6. Test the interaction
View the first dashboard, 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.
Observe that the menu, toolbar, and taskbar are visible.
Click the line chart to go back to Dashboard1.