Creating Interactions

Creating a Filter Interaction

You can create interactions using the interaction view or the Interactions tab in the right pane.
To create a filter interaction using the interaction view:
  1. Add the report objects that you want to use to the report canvas. For example, you might have a bar chart, a line chart, and a list table.
  2. Click interaction view icon above the canvas to switch to interaction view.
  3. In the interaction view, draw a connection between the source and target report objects. When you have created an interaction, the filter icon is displayed between the report objects. Here is an example of an interaction between a bar chart (the source) and a list table (the target):
    Creating a Filter Interaction between a Bar Chart and a List Table
    Creating a Filter Interaction between a Bar Chart and a List Table
  4. Right-click filter icon. Then select Interaction Typethen selectFilter.
    Interaction Type Menu
    Interaction Type Menu
  5. (Optional) Add other filter interactions.
  6. Click layout view icon to switch to the layout view. Select data in the source report object to filter data in the target report object (or objects). In the following example, the promotional product line was selected in the bar chart. Simultaneously, the line chart and the list table show the same filter.
    A Filtering Example with a Bar Chart, a Line Chart, and a List Table
    A Filtering Example with a Bar Chart, a Line Chart, and a List Table
To create an interaction using the Interactions tab:
  1. Select a report object in the canvas. For example, you might have a bar chart.
  2. Select the Interactions tab.
  3. Click new icon. The Edit Interaction window is displayed.
    Edit Interaction Window
    Edit Interaction Window
  4. In the Edit Interaction window, select the report object that you want as the source of a filter or brush interaction. For example, if your report has a bar chart and you want it to filter a line chart, the first line should read Bar Chart 1 filters Line Chart 1.
  5. When you are finished working with interactions, click OK.
  6. The new interaction is displayed in the Interactions tab.
    A New Filter in the Interactions Tab
    A New Filter in the Interactions Tab

Creating a Data Brushing Interaction

To create an interaction using data brushing:
  1. Add the report objects that you want to use to the canvas. For example, you might have a bar chart, a line chart, and a list table.
  2. Click interaction view icon above the canvas to switch to interaction view.
  3. In the interaction view, draw a connection between the source and target report objects. When you have created an interaction, the filter icon is displayed between the report objects.
  4. Right-click filter icon. Then select Interaction Typethen selectBrush.
    Interaction Type Menu with Brush Item Selected
    Interaction Type Menu with Brush Item Selected
    The filter icon changes to data brushing icon .
  5. (Optional) Add other data brushing interactions.
  6. Click layout view icon to switch to the layout view. Select data in the source report object to brush data in the target report object (or objects). In the following example, the stuffed animal product line was selected in the bar chart. Simultaneously, the pie chart and the crosstab highlight the same data.
    A Data Brushing Example with a Bar Chart, a Line Chart, and a List Table
    A Data Brushing Example with a Bar Chart, a Line Chart, and a List Table