Adding Actions to an Analysis

Before you start

You must have one of the following user type permissions:

• BI Author Limited

• BI Author Developer

• BI Tenant Administrator

Note: BI Author limited can add named actions to an analysis, but they cannot create new actions.

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Here's what to do

1. Edit the analysis to which you want to add one or more actions.
2. Move the mouse pointer over the Options button for the column or hierarchy level to which you want to add one or more actions and select Column Properties or Hierarchy Level Properties.
   Note: For trellis graphs, you can add actions to columns, but not to hierarchy levels.
   The "Column Properties dialog" is displayed.
3. Click the "Column Properties dialog: Interaction tab".
4. In the Primary Interaction box in the Column Heading area (to add one or more actions to a column heading) or the Value area (to add one or more actions to a column value or hierarchy level value), select Action Links to display the Action Links area.
5. Click the Add Action Link button.

   The "New Action Link dialog" is displayed.

6. In the Link Text field, enter the text to display as the link to execute the associated action.
7. To create a new action (that is, an inline action), then click the Create New Action button and specify the settings for the new action. For information, see Specifying the Settings for a New Action.
8. To add an existing action (that is, a named action):
   1. Click the Select existing action button.
      The "Open dialog" is displayed.
   2. Complete the Open dialog.

      If there are parameters associated with the action, then the "Edit Parameter Mapping dialog" is displayed.

   3. Complete the Edit Parameter Mapping dialog (if displayed).
9. If you are adding the action link to a value, then in the Show Link component in the New Action Link dialog, select one of the following options:

   • Always — Specifies that the action link is always to be enabled.

   • Conditionally — Specifies that the action link is to be enabled only under certain conditions.

     Selecting this option displays the Conditions area.

     For more information, see "Conditionally Enabled Actions".

   If you are adding the action link to a column heading, then the Conditionally option is not available.

10. If you selected Conditionally, then add one or more conditions to be used to enable the action link. For each condition to add:
    1. Click the New Condition button and select the column to use.
    2. Complete the New Condition dialog.
11. In the New Action Link dialog, click OK to add the action link to the Action Links area on the Interaction tab.
12. For each additional action link to add, repeat steps 5+.
13. To specify that, when only one action link is available at runtime, the action link is to be executed immediately rather than be displayed in a menu for selection, select the Do not display in a popup if only one action link is available at runtime box.
14. Click OK to close the Column Properties dialog.
15. Click the Save Analysis toolbar button on the Analysis editor to save the analysis.