Create Data Actions to Connect Canvases

You can create data actions to navigate to a canvas in the current workbook or to a canvas in different workbook. When a link navigates to a workbook, the data context is displayed in the form of canvas scope filters in the filter bar. The links data context may include attributes associated with the selections or cell from which the link was initiated.

To create a data action to connect canvases:
  1. Create or open a workbook and confirm that you’re working in the Visualize canvas.
  2. Click Menu on the workbook toolbar and click Data Actions.
  3. Click Add Action and enter a name for the new navigation link. Note: You can use only letters and numbers in the navigation link’s name, and you can add multiple navigation links.
  4. Click the Type field and select Analytics Link.
  5. Click the Anchor To field and select the columns from the current visualization to associate with this data action. Don't select measure columns or hidden columns. If you don't specify a value for the Anchor To field, then the data action applies to all data elements in the visualizations.
  6. Click the Target field and select the workbook you want to use for the anchor:
    • Use This Workbook: Select this to link to a canvas in the active workbook. Columns that you select must be in the current visualization.
    • Select from Catalog: Select this to browse for the workbook that you want to use.
  7. Click the Canvas Link field and select the canvas that you want to use.
  8. Click the Pass Values field and select which values you want the data action to pass. For example, if you specified the Account ID column in the Anchor To field, 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.
    • 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. Custom - Enables you to specify a custom set of columns to pass.

  9. Click OK.