Create Data Actions to Connect Canvases

You can create data actions to navigate to a different canvas in the current workbook or to a canvas in another workbook.

You can also use data actions to transfer context-related information (for example, an order number) where the link displays details about an order number in another visualization or workbook.

1. On the Home page, hover over a workbook, click Actions , then select Open.
2. Click Menu on the workbook toolbar and click Data Actions.
   
   
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3. Click Create Action and enter a name for the new navigation link.
   • You can use only letters and numbers in the navigation link’s name.
   • You can add multiple navigation links.
4. Click the Type field and select Analytics Link.
   
   
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5. Optional: To make a data action available when workbook users select specific data points, use the Anchor To option to select the columns from the current visualization to associate with this data action. If you don't specify a value, then the data action applies to all data elements in the visualizations. See Tips on Using Data Actions.
6. Click This Workbook and select the target workbook containing the canvas you want to display, which can be the current workbook or another workbook in the catalog.
7. Click the Canvas Link field and select target canvas to display.
8. Optional: To retain context when workbook users navigate using the data action, use the Pass Values option to select which values you want to retain. See How Data Actions Affect Filters.
   For example, if in the Anchor To field, you specified order number column, then in the Pass Values field, select Anchor Data to pass the specified column values.
   • All - Dynamically determines the intersection of the cell that you click and passes those values to the target. For example, when the user clicks a data action on a STATE data point 'California', the target canvas is filtered on 'California'.
   • Anchor Data - Ensures that the data action is displayed at runtime, but only if the required columns specified in the Anchor To field are available in the view context.
   • None - Opens the page (URL or canvas) but doesn't pass any data. For example, when the user clicks a data action on a STATE data point 'California', the target canvas shows data for all states.
   • Custom - Enables you to specify which columns to pass.
9. Optional: Click Supports Multiple Selection to set the value.
   • 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.

     This setting is particularly useful when the selection of multiple data points might result in an error (for example, with some third-party REST APIs).

10. Click OK.

Workbook users can now use this data action to navigate to other canvases. See Invoke Data Actions from Visualization Canvases.