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How to use the Interaction Setting in Dashboards to connect Different Charts using different datasets


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.