Most widgets contain properties that allow you 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. The widgets that support interactions are:

  • Tile: use the interaction properties to set up record cards and click-through behaviour. 
  • Table: use the interaction properties to set up record cards and click-through behaviour. 
  • Matrix: use the interaction properties to set up record cards and click-through behaviour. 
  • Time series chart: use the legend properties to specify legend visibility, tooltip properties to customise tooltip visibility and information, and the interaction properties to set up record cards, click-through behaviour, zooming and sub-charting.
  • Categorical chart: use the legend properties to specify legend visibility, tooltip properties to customise tooltip visibility and information, and the interaction properties to set up record cards, click-through behaviour, zooming and sub-charting.
  • XY scatter chart: use the legend properties to specify legend visibility and the interaction properties to set up tooltips, record cards and click-through behaviour. 
  • Radar chart: use the legend properties to specify legend visibility and the interaction properties to set up tooltips, record cards and click-through behaviour.
  • Pie and donut chart: use the legend properties to specify legend visibility and the interaction properties to set up tooltips, record cards and click-through behaviour.
  • Aggregation table widget: use the interaction properties to control whether record cards should appear and if click-through behaviour 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.
  • Periodisation diagram widget: 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.
Legends

Use the legend properties to enable a legend for a time series chart, categorical chart, XY scatter chart, radar chart, pie or donut chart. This shows people which colours 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

If you want to provide more context for the people reading charts, you can enable tooltips for many widgets. Tooltips display the data value for each point on the chart when the reader mouses 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 sort of chart.

Record cards

An example of a record card

You can use the interaction properties to add more details about the data represented in tiles, tables and the periodisation diagram 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 behaviour on time series and categorical chart widgets.

Sub-charts

If the zoom behaviour is enabled for a time series or categorical chart widget, the sub-charting behaviour can be enabled as well. This helps people see how the detail they’ve zoomed into  fits into the bigger picture.  

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