Creating Interactions

Creating a Filter Interaction

You can create interactions using the interaction view or the Interactions tab in the right pane.

Note: You cannot create interactions from List tables that use detail data.

To create a filter interaction using the interaction view:

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.
Click above the canvas to switch to interaction view.
In the interaction view, draw a connection between the source and target report objects. When you have created an interaction, the 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):

Note: The source and target of an interaction must be based on the same data source.

Creating a Filter Interaction between a Bar Chart and a List Table
Right-click . Then select Interaction TypeFilter.

Interaction Type Menu
(Optional) Add other filter interactions.
(Optional) Click Refresh below the canvas to update the interactions.
Click 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

Clicking another selection applies the filter based on your new selection. For example, in the report above, you can click the game product line to change the filter.

The new interaction (or interactions) appears in Interactions tab in the right pane.

The following example shows the Interactions tab for the filtering example shown in A Filtering Example with a Bar Chart, a Line Chart, and a List Table .

Interactions Tab with Two Interactions Displayed

To clear the selection and reset the filter (or filters), press Ctrl + click while viewing the original report object.

To create an interaction using the Interactions tab:

Select a report object in the canvas. For example, you might have a bar chart.
Select the Interactions tab.
Click . The Edit Interaction window is displayed.

Edit Interaction Window
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.
When you are finished working with interactions, click OK.
The new interaction is displayed in the Interactions tab.

A New Filter in the Interactions Tab

Creating a Data Brushing Interaction

To create an interaction using data brushing:

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.
Click above the canvas to switch to interaction view.
In the interaction view, draw a connection between the source and target report objects. When you have created an interaction, the is displayed between the report objects.
Right-click . Then select Interaction TypeBrush.

Interaction Type Menu with Brush Item Selected

The filter icon changes to .
(Optional) Add other data brushing interactions.
(Optional) Click Refresh below the canvas to update the interactions.
Click 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

Note: If a graph contains a frequency measure, then a crosshatch pattern indicates when it is selected or brushed.