Powerviz
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    • Introduction
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    • Introduction
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    • Introduction
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    • Introduction
  • Word Cloud
    • Introduction
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      • Word Options
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  • Linear Gauge
    • Introduction
  • Filter
    • Introduction
    • Get Started
    • Format Pane
    • Advanced Settings - Introduction
      • Filter Settings
      • Cell Style
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      • Title Bar
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  • Lollipop Chart
    • Introduction
  • Heatmap
    • Introduction
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    • Format Pane
    • Advanced Settings: Introduction
      • Shapes
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      • Small Multiples
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      • Show Condition
      • Grid view
      • Lasso and Reverse Lasso
  • Network Graph
    • Introduction
  • Sankey Chart
    • Introduction
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On this page
  • Action Type
  • Filter Type
  • Filter Field
  • Filter Value
  • Drill Through
  • How to Use Actions
  1. KPI
  2. Edit Mode - Introduction

Actions

PreviousSmall MultiplesNextImport/Export

Last updated 1 month ago

The Actions Tab provides interactivity to your visual by allowing users to perform specific actions such as filtering or drill-through. These actions enhance user engagement and improve the ability to interact with data effectively.

Action Type

The Action Type determines the kind of action that will be triggered. Currently available options:

  1. Filter Apply filtering to narrow down the data displayed in the visual.

  2. Drill Through Navigate to a detailed page or report by interacting with the visual.

Filter Type

(Available when Action Type is set to Filter) Define the method for filtering the data in the visual:

  1. Fixed Value Filter data based on a predefined field and value.

  2. Small Multiples Filter data specifically for the selected category in Small Multiples mode.

Filter Field

(Available only for Fixed Value Filter Type)

  • Select the data field that will be used as the basis for filtering.

  • For example, if filtering by a specific product, choose the Product Name field.

Filter Value

(Available only for Fixed Value Filter Type)

  • Specify the value to filter by within the selected field.

  • For instance, to filter for "Product A," provide "Product A" as the value.

  • This ensures that only data matching the fixed value is displayed in the visual.

Drill Through

  • Enables users to navigate to a detailed page or report by interacting with the visual.

  • When this action is triggered, it will open the linked page containing more in-depth information about the selected data point.

  • To use this feature, ensure that a Drill-Through page is configured in the report.

How to Use Actions

  1. Select the Action Type: Choose between Filter or Drill Through based on your interaction requirements.

  2. Configure the Filter (if applicable):

    • For Fixed Value: Choose the field and specify the value.

    • For Small Multiples: Ensure that categorical data is added to the Small Multiples Pane.

  3. Apply Drill Through (if applicable):

    • Link the visual to a pre-configured Drill-Through page for detailed insights.

  4. Test the interaction by selecting or clicking on the visual to ensure the action works as expected.