Dashboard Actions

Dashboard actions are available within your Source Target Sankey Diagram! Use the ‘New Action’ to begin setting up the dashboard action.

Action type

Set up your dashboard action using a filter or a parameter from the dropdown menu. With the filter option you can trigger a dashboard action that filters on other sheets in your dashboard. A parameter action will change the value of a parameter to the node or link you selected in the Sankey. Very powerful features to control interactivity and usability!

Trigger On

Decide whether to trigger the dashboard action when you click on a node or a link from your Sankey Diagram.

Target Sheet

Here you can select the sheet(s) you want to be the target of your dashboard action. Beware that you do not set your datasheet as a target sheet for the actions otherwise it will be hard to reset your filters!

Deselecting will

This powerful feature will give you control of your configured dashboard action. Use the dropdown to decide what you wish to happen once you’ve deselected your mark(s) in the Sankey. You can choose to show all data again in the target sheet(s), show no data at all or leave the filter as it was.

Advanced Filtering

Using the Filter Type option in the configuration, it is possible to set the filter to apply to all nodes connected to a selected node. This filter can then be applied to the Sankey Diagram as well, allowing users to zoom into their selection on both connected sheets and the Sankey sheet with a single click! To set this up, follow these steps:

  1. Set the Filter Type to “All nodes connected to the selected node will be used as a filter”

  2. Create a dashboard action targeting a second data sheet in your dashboard (in the example below, the action targets the Bar Chart for filtering)

  3. Go to the second sheet and add 2 filters; the source and target dimensions

  4. Set the filters to “Use all”, then right click to apply the filters to selected worksheets and select the data source sheet for ShowMeMore

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