Dashboard Interactions
Dear community,
Is there a way to filter multiple elements one after the other by clicking on them in the presentation mode of a dashboard?
Here is an example:
A dashboard page displays two tables and a waterfall chart. The interactions are set up so that data interaction between the chart and the tables occurs when I click on a row in the tables.
When I click on a row in Table 1, the chart is filtered based on the element in that row. If I then click on a row in Table 2, the filter in Table 1 is automatically overwritten and only the element from Table 2 is filtered.
Does Pyramid offer a way to get around this and filter multiple elements in succession by clicking?
I hope my description of the problem is clear.
Many thanks and best regards,
Jona
2 replies
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yes, this definitely can be done in Pyramid Analytics although not with the default click characteristic over the tables themselves replacing previous filters with new ones is to be done with the ordinary click interaction.
Using Slicers you can apply
The way to handle multi-element filtering in Pyramid is by adding dedicated slicer controls to your dashboard. Each slicer will control one dimension e.g., the dimension in Table 1, the dimension in Table 2 and their selections will work together.Here's how to set it up:
Enter into Design Mode: Open your dashboard in Edit/Design mode.
Add Slicers:
Configure Slicer 1: From the Dimensions panel find the hierarchy that is used in Table 1 and drag it into the slicer.
Configure Slicer 2: From the Dimensions panel find the hierarchy that is used in Table 2 and drag it into this second slicer.
Set Interactions: For your slicers with the waterfall chart and tables
Save your changes and view the dashboard.
Now, in presentation mode, you can select an item from the first slicer, and it will filter the dashboard. Then, you can select an item from the second slicer, and it will add a second, cumulative filter instead of overwriting the first one. Both filters will be applied to the waterfall chart simultaneously.The behaviour you described is standard for most BI platforms. When you click on a data point within a visual you are essentially telling the dashboard "Show me everything related to this specific item." A subsequent click on a different visual creates a new, independent filtering action that replaces the old one. Slicers, on the other hand, are designed specifically to be persistent filter controls that work in combination to define the overall context for the dashboard.
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hi
you can right click on the interaction, edit it, and set the interaction as "data interaction". that will allow both tables to filter.
however notice this mechanism does not get undone when you click anywhere else - the filtering stays until you reset the page or undo previous steps - so if you use it, I recommend showing the panel, with breadcrumbs as the subtitle.
cheers