Create Data Actions to Connect Visualization Canvases

You can create data actions to navigate to a 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.
3. Click Add 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.
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 Workbook field and select the workbook you want to use for the anchor:
   • Use This Workbook - Select if you want to link to a canvas in the active workbook.

     Columns that you select must be in the current visualization.

   • Select from Catalog - Select to browse for and select 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 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.
   • 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 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 to save.