We are starting off with the Linked Analysis functionality. Linked analysis allows you to link two or more charts together so that when you select a data point on one chart, other charts that are linked filter to the selected element.
Using the BestRunJuice_SampleModel sample data, we create a bar chart, visualizing the Discount by Product.
Our second chart (based on the same data model) visualizes the Discount by each Sales Manager.
We now select the first chart (Discount per Product) and navigate to the Linked Analysis option.
As part of the Linked Analysis, we can configure the behavior.
We can choose between the following options:
- This chart (default option) — Filtering and drilling through hierarchical data on this chart will only update this chart
- Linked Item Set + This Chart — Filtering and drilling through hierarchical data on this chart will update all the charts in the set based on the same model or with linked dimensions to this chart’s model. Use the filter on datapoint selection option to filter other charts on a selected datapoint
Note: When enabling linked analysis on a chart set with a geo map, you can set a filter based on a data point in the bubble layer or a selected shape in the choropleth layer.
A Histogram chart can receive links from other charts, but it cannot send them.
- Entire Story + This Chart — Filtering and drilling through hierarchical data on this chart will update all the charts in the story based on the same model or with linked dimensions to this chart’s model
For our example, we enable the option ‘Linked Item Set + This Chart’ and also enable the sub-item Filter on Data Point selection.
With this option enabled, we can now select a data point in the left chart, showing the Discount by Product. With each selection, the right hand chart showing the Discount by Sales person will be filtered to the selected element.
As a next step, we are adding a third chart, which shows the Quantity Sold by Date. In this case, we would like the third chart not to be impacted by the Linked Analysis, so we would like to exclude it from the Linked Set.
To do this, we click on Linked Analysis in the Tools section and then select our third chart. By default, the chart is included in the linked set.
Now, all we have to do is uncheck the item ‘Include this item in set’ and the chart will be moved to the Excluded Items list.
With a few steps, we created three charts, where two charts are interacting based on a simple selection (instead of a full filter dialog).
In the next post, we will use the table in combination with Linked Analysis to select the measure for our charts.