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

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.