Adding and using dashboard interactions

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When you create a dashboard, you can add objects that enable you and your viewers to interact with your data. This article discusses the different types of interaction options and how to add them.

You can add these interaction objects by selecting the + icon in the Dashboard menu. The following are the interaction object types:
Note: Most of these interaction options require you to add viewer groups. If you do not share your dashboard with a viewer group, you publish your dashboard. If you have not created any viewer groups, see Creating and managing viewers and viewer groups.

Filters

One way your user can interact with data is to filter results. These options are similar to filters you can add in the Query Builder.

The following are the available types of filters:

Data filter

A data filter will enable users to filter results by an attribute's values. Users can divide data by an additional attribute without the results appearing on each query.

To add a data filter

  1. Click the + icon in the Dashboard menu, then select Add data filter.
  2. In the Choose data filter datasource panel, select the connection you would like to use. You will be redirected to Choose data filter columns.
  3. Select an attribute to use as your filter.
  4. Enter text in Display name and Width to set a custom name and width for the attribute.
  5. Select a position from the Display drop-down list to set how options appear.
  6. Check the Multi Selection box to permit viewers to select more than one value.
  7. Check Cascade prompts to apply your data filter to other filters. For example, if you are using two separate data filters for Category and Subcategory, you can check Cascade prompts, so when a viewer selects a category, only subcategories in that value will be available.
  8. Check the Offer an "All" options box to provide an option for selecting all values.
  9. Check the Promote URL as parameter box to change the URL link to the selected value.
  10. In the Sort drop-down list, select the order of values. Values can be sorted alphabetically from A-Z or Z-A.
  11. If your dashboard contains multiple datasets, you can enter a common attribute in the Link with box to apply the filter across all of your dashboard's datasets.
  12. Check the Do not share across tab box to apply the filter to only the selected tab.

  13. Click Apply when you are finished.

Your data filter interaction will resemble the image below.

Time filter

A time filter enables users to edit the displayed time period. This is different than the time travel interaction option, which edits the date referenced in the query.

To add a time filter
  1. Click the + icon in the Dashboard menu, then select Add time filter.
  2. In the Time filter widget panel, select a metric to use in the time filter.
  3. Edit how the time filter is rendered (calender by default) and the level of detail. These options are available underneath your metrics.

  4. Click Apply when you are finished.

Your time filter interaction will resemble the image below.

Metric filter

The metric filter interaction option is similar to the metric filter manipulation in the Query Builder. Users can use the metric filter to set a floor or ceiling to results.

To add a metric filter
  1. Click the + icon in the Dashboard menu, then select Add metric filter.
  2. In the Choose metric filter data source panel, select a connection.
  3. Select a metric.
  4. You can then edit the display name, width, and if blank values are filtered.
  5. Click Apply when finished

Your metric filter will resemble the image below.

Top/Bottom filter

The top/bottom filter is also similar to the top/bottom manipulation option in the Query Builder. With a top or bottom filter, your users can limit results to the highest or lowest values.

To add a top/bottom filter
  1. Click the + icon in the Dashboard menu, then select Add Top/Bottom.
  2. In the Top Bottom panel, enter your top/bottom values and set their visibility.

  3. Select a strategy. The strategy will determine what attribute is used to calculate results.
  4. Add measures i the Measures textbox.
  5. Select a display type. You can display measures in either a drop-down or button list.
  6. Click Apply when you are finished.

Your top/bottom filter will resemble the image below.

Metrics and attributes

When you select these interaction options, your viewers can edit the initial metrics or attributes to view other possible outcomes.

The following interaction options that enable your users to edit existing metrics or attributes:

Change metric

The change metric interaction option enables users to change the initial metrics, so they can view different outcomes of the same report.

Note: If you are using blended data sources, you cannot add a change metric. 
To add a change metric interaction option
  1. Click the + icon in the Dashboard menu, then select Add Change Metric.
  2. In Choose change measure data source panel, select a connection.
  3. Select a metric that you would like to give users the option to change.
  4. After you select a measure you can edit the option display name, width, and display format. You can also permit users to change measure aggregators and restrict the list of available measures.

  5. Click Apply when finished.

Your change metric interaction will resemble the image below.

Change attribute

Similar to a change metric, the change attribute interaction option enables viewers to select a new attribute.

To add a change attribute interaction option:
  1. Click the + icon in the Dashboard menu, then select Add Change Attribute.
  2. In the Choose change attribute data source panel, select a connection.
  3. Select an attribute to become a change attribute.
  4. After you select an attribute, you can edit the display name, width, and display format. You can also restrict the list of available attributes.

  5. Click Apply when finished.

    Your change attribute interaction will resemble the image below.

Global variable

If you have a global variable added, you can enable users to change the range of the global variable.

To add a global variable interaction option
  1. Click the + icon in the Dashboard menu, then select Add Global Variable.
  2. In the Choose global variable data source panel, select a connection.
  3. Select a global variable
  4. Edit the display name and width of the option box.
  5. Click Apply when you are finished.

Your global variable interaction will resemble the image below.

References

While other interactions edit or filter data, the interactions below enable userrs to change reference points or create new references.

The following are the available interaction options:

Time travel

The time travel interaction option enables users to edit the reference date of the dashboard. For example, your dashboard might use today as the current date. You can use the time travel filter to set 'today' as a different date. You can edit dashboard time at the day, month, or year level.

To add a time travel filter

  1. Click the + icon in the Dashboard menu, then select Add Time Travel.
  2. In the Time Travel panel, you can change the display name, width, position, and detail level.
  3. Click Close when you are finished.

Your time travel widget will resemble the image below.

Updated at

You can add the updated at interaction show users when a connection was last updated. Updated at does not require sharing with viewer groups.
  1. Click the + icon in the Dashboard menu, then select Add Updated At.
  2. In the Connections to be displayed panel, select a connection
  3. Enter a custom display name and width.
  4. Select how dates are displayed from the Date Format list. You can select from the following options:
    • Default: If you select the Default option, your dates will be displayed in ISO format.
    • Preset: If you select the Preset option, you can select from a list of pre-configured date formats.
    • Custom: If you select the Custom option, you can enter your own custom date options. Click the More info button for formatting examples.

  5. Click Apply when you are finished.

Your updated at interaction will resemble the image below.

Bookmark

When you add a bookmark interaction, it freezes the current state of filters. Viewers can switch to different bookmarks.

To add a new bookmark interaction
  1. Click the + button in the Dashboard menu, then select Add Bookmark.
  2. Click Create bookmark from current state.
  3. Enter a display name
  4. You can delete, rearrange, or pin the bookmark to the top of your list.
  5. If you do not want users to reset a bookmarked state click Hide reset button.

  6. When you are finished click Close.

    Your bookmark interaction will resemble the image below.

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