Allowing a Visualization to Update the Data Displayed in Another Visualization

Once you have added visualizations to a quick dashboard, you can enable users to filter or select elements in one visualization (the source) to automatically update the data displayed in another visualization (the target) on the same panel. You can:

Enable users to filter or drill on data in the source to update the data displayed in one or more targets. For example, the source visualization may contain a list of product categories. When a user chooses to filter data in the source to include only data for the Movies category, the data in the target is automatically updated to display only data for Movies. Similarly, if the user drills to Subcategory in the source, the target will be updated to display data at the Subcategory level. Filtering or drilling on data in the target does not affect the data displayed in the source. Users can perform the following data manipulations in the source to automatically update the data displayed in the target:
- Filter data in the source to display only data for selected elements
- Filter data in the source to display all data except the data for selected elements
- Drill on data in the source
- Edit the source visualization's local filter
  
  For more information on these data manipulations and steps to perform them, see Filtering, sorting, and drilling on data in a visualization.
Enable users to select elements in the source to restrict the data displayed in one or more targets. For example, if the target displays revenue data across several years and a user selects 2012 in the source, the data in the target is automatically updated to display only revenue data for 2012.

Prerequisite

This procedure assumes that you have already created a quick dashboard that contains two or more visualizations. Both the source and target visualizations must be added to the same panel in the quick dashboard.

To enable a visualization to update the data displayed in another visualization

Click the arrow icon in the top right of the visualization you want to use as the source, then select Use as Filter. The Filtering Options dialog box is displayed.
You can enable users to update the data displayed in one or more targets by filtering or drilling on data in the source. Under Apply filtering to the following targets, select the check box next to each visualization you want to use as a target.
Once you have designated at least one visualization as a target, you can allow users to filter data in the target by selecting elements from a report object in the source visualization. From the Also filter targets when selecting elements of drop-down list, select one of the following:
- To allow users to filter the data in the target by selecting elements in the source, select the name of the report object whose elements the users will select to filter data.
- To disable filtering the data in the target by selecting elements in the source, select None.
Once you have enabled users to filter data displayed in the target by selecting elements in the source, you can allow users to clear any selections they have made in the target. Do one of the following:
- To allow users to clear their selections in the source, select the Allow users to clear all selections check box. When a user clears their selection by deselecting all elements in the source, the target will be updated to display data for all elements at once. For example, if the source is a Grid visualization that allows users to select from elements of Year to filter data in the target, the user can click the Year header to display data for all years in the target.
- To disable clearing selections, clear the Allow users to clear all selections check box.
Click OK to apply your changes.