Add Actions to Analyses

You can use an action link to add actions to a column heading, column value, or hierarchy level value in an analysis.

For example, in the Brand Revenue analysis, you can include an action that contains an action link to an Opportunity Detail web site. Sale consultants can query the site for an opportunity by responding to a prompt for Opportunity Name or Opportunity ID.

  1. Open the analysis for editing.
  2. On the Criteria tab, open the Options menu for a column and select Column Properties.
  3. Click the Interaction tab.
  4. In the Primary Interaction box in the Column Heading area or the Value area, select Action Links.
  5. Click Add Action Link.
  6. In the Link Text field, enter the text you want the link to display.
  7. To create an action, click Create New Action, select the type of action you want, and specify the settings for the action.
    Alternatively, click Select existing action, select the action you want, and specify any associated parameters in the Edit Parameter Mapping dialog.

    If you chose to show the link conditionally, then in the visualization, you must place the column containing the action link at a more detailed grain than the columns used in the condition.

  8. Save your changes.