Invoke Data Actions from Visualization Canvases

You can invoke data actions from a canvas to other canvases and URLs.

  1. Create or open a project. Confirm that you’re working in the Visualize canvas.
  2. On the canvas that contains a Data Action link leading to another canvas or URL, perform the following steps:
    1. Right-click a data element, or select multiple elements (using Ctrl-click).
    2. Select Data Actions from the context menu.
    3. Complete the Project Properties dialog.
    The name of the data actions that apply in the current view context are displayed in the context menu.
    All the values defined in the Anchor To field must be available in the view context in order for a data action to be displayed in the context menu.
    The following rules apply to matching data elements passed as values with data elements on the target canvas:
    • If the same data element is matched in the target project's canvas, and if the target canvas doesn't have an existing canvas filter for the data element, a new canvas filter is added. If there is an existing canvas filter, it’s replaced by the value from the source project's canvas.

    • If the expected data set is unavailable but a different data set is available, the match is made by using the column name and data type in the different data set, and the filter is added to that.

    • If there are multiple column matches by name and data type, then the filter is added to all those columns in the target project or canvas.

    The data action navigates to the target cell or URL that is mapped and filters the data displayed based on the values specified in the Data Actions dialog.

    The Pass Values context, set in the Pass Values field, consists of data elements used in the visualization from which the data action is invoked. The Pass Values context doesn't include data elements in the project, canvas, or visualization level filters.