Most widgets contain properties that allow you to specify how people can interact with the data shown in your dashboard. These properties are contained in several parts of the sidebar, depending on the type of widget you’re using.
Types of interactions
The different types of interactions that are available include:
Legends
Use the legend properties to enable a legend for a time series chart, categorical chart, XY scatter chart, radar chart or pie/donut chart. This shows people which colors in your chart correspond with different series. People can select the legend items to show and hide data in the chart. You can also specify the legend position, so it shows beside or within the chart.
Tooltips
Use the tooltip properties to enable tooltips that provide more context for the people reading chart widgets. Tooltips display the data value for each point on the chart when the reader hovers over it or taps it.
For charts with multiple series, such as the time series chart or categorical chart, you can also choose whether you want to group the tooltip information.
The XY scatter chart supports tooltip additions, so you can add more fields to tooltips for this type of chart.
Record cards
You can use the interaction properties to add more details about the data represented in tiles, tables and periodization diagrams using a record card. When people interact with the widget, they’re given a list of records that contribute to the displayed value (in the case that multiple records are aggregated into a single value). When a specific record is chosen from that list, the record card is shown.
You can configure the record card with any fields that you think will help your dashboard readers understand the data and get maximal value from it. If you don’t choose any specific fields, the record card will show the field of the series being displayed.
Click-through
If you want your readers to be able to view or edit the record previewed in the record card, then you can use the interaction properties to enable record click-through. This toggles a button to go to the record from the record card. The dashboard reader would then be able to view or edit the source data, according to their data permissions. When they save their changes to the record and close the form, they’ll go back to the dashboard. The dashboard will refresh at this point to be able to show the reader the updated data.
Zoom
The zoom function lets people take a closer (or broader) look at chart data using the scroll or pinch ability of their mouse, trackpad or touch screen. You can enable zooming behavior on time series and categorical chart widgets using the interaction properties.
Subcharts
If the zoom behavior is enabled for a time series or categorical chart widget, subcharts can be enabled using the interaction properties as well. This helps people see how the detail they’ve zoomed into fits into the bigger picture.
Applying interactions to widgets
The interactions available and how they are enabled depend on the type of widget.
Aggregation table widget
For aggregation table widgets, use the interaction properties to control whether record cards should appear and if click-through behavior is supported for the table as a whole. Use the categories properties to specify record card contents when a category cell is selected. Use the column properties to specify record card contents when a table cell is selected.
Categorical chart widget
For categorical widgets, use the legend properties to specify legend visibility, tooltip properties to customize tooltip visibility and information, and the interaction properties to set up record cards, click-through behavior, zooming and subcharts.
Matrix widget
For matrix widgets, use the interaction properties to set up record cards and click-through behavior.
Periodization diagram widget
For periodization diagram widgets, use the interaction settings for each field that’s added as a track. The track type must be set to event to enable interactions with the tracks.
Pie and donut chart widget
For pie and donut chart widgets, use the legend properties to specify legend visibility and the interaction properties to set up tooltips, record cards and click-through behavior.
Radar chart widget
For radar chart widgets, use the legend properties to specify legend visibility and the interaction properties to set up tooltips, record cards and click-through behavior.
Table widget
For table widgets, use the interaction properties to set up record cards and click-through behavior.
Tile widget
For tile widgets, use the interaction properties to set up record cards and click-through behavior.
Time series chart widget
For time series chart widgets, use the legend properties to specify legend visibility, tooltip properties to customize tooltip visibility and information, and the interaction properties to set up record cards, click-through behavior, zooming and subcharts.
XY scatter chart widget
For XY scatter chart widgets, use the legend properties to specify legend visibility and the interaction properties to set up tooltips, record cards and click-through behavior.