Background:
This article shows how to use the Interaction Setting in Dashboards. The Interaction setting allows different charts using different datasets to interact if they have a similar field. Using the Interaction Setting can be helpful when using a slicer to filter all charts in the dashboard.
Steps to Complete:
- Create a new dashboard or use an already existing dashboard that has charts using different datasets that have a similar field. Ex: State
- Add a slicer of your choice, that has the values of the similar field in both charts. Ex: State
- Select one of the charts. In the bottom right-hand corner, there is a toolbar. Select the link button.
- Then a link icon will appear on the other chart. Select the link icon and the Interaction Setting adorner will pop up. Click on the “+” to add a new interaction, or you can edit older reactions.
- The typical settings will be Auto which will be active for items that share the same data.
- Using the drop down select the source & target fields. These fields should be the exact same. (Ex: State)
- Click Apply and OK to save the edits.
- Complete the same steps with the other chart to connect it to the first chart as well.
- After all needed charts are connected to each other through the interaction setting and have the exact same source and target field, select the slicer.
- Select the slicer and click the interaction setting. This will display links on both charts. Make sure the links are both selected for the slicer to interact with both charts.
- The slicer should now change both charts and be fully interactive.