Using Data Actions with URL Navigation

You can use data actions to navigate to an URL from a canvas so that when you select a column such as the supplier ID, it displays the source of this information.

  1. On the Home page, select a workbook, click the Actions menu, and then select Open.
  2. Click Visualize.
  3. Click Menu and select Data Actions.
  4. Click Add Action and enter a name for the new navigation link. For example, Link to Unifier workbooks.
    • You can use only letters and numbers in the navigation link’s name.
    • You can add multiple navigation links.
  5. Click the Type field and select URL Navigation.
  6. Click the Anchor To field and select the columns that you want the URL to apply to. If you don't specify a value for the Anchor To field, then the data action applies to all data elements in the visualizations.
  7. Enter a URL address and optionally include notation and parameters.

    For example, you want to open a Unifier link to a project Id in P6 where the Unifier link is: http://<host:port>/unifier/bookmark?p=3581&k=analyticsproject,

    then use the following in the data action:

    http://<host:port>/unifier/bookmark?p=${keyValuesForColumn:"Primavera - Activity"."General - (Project)"."Project Object Id"}&k=analyticsproject

  8. Click Supports Multiple Selection to set the value, and then click OK.
    • On - The data action can be invoked when one or multiple data points are selected.
    • Off - The data action can only be invoked when a single data point is selected.

Click OK to save.

In the Canvas, click a cell, or use Ctrl-click to select multiple cells.

Right-click and select from the menu the navigation name that you created earlier.

Selecting the cells determines the values to pass to the parameters (the URL tokens).

Related Topics

Using Data Actions

Using Data Actions to Connect Visualization Canvases

Invoking Data Actions From Visualization Canvases



Last Published Friday, December 8, 2023