Adding actions linked to functions, bookmarks, pages or visualizations

Using the installed client, you can add actions that include showing or hiding panels, performing various operations on filtered or marked rows, applying bookmarks, switching pages or navigating to visualizations. Multiple actions of this type can be performed in just one click.

About this task

Before you begin

You must have some data loaded in the analysis (in the installed client) and the analysis must be in Editing mode.

Follow the steps in Adding actions to a text area or Adding actions performed when clicking on visualization items and make sure you select Actions in step 3.

Procedure

In the Available actions list, select the action that you want to perform.

All actions that can be included in a multiple action link are listed, grouped by type. Click the plus sign to expand a group. Click an action (a function, a bookmark or a page) to select it.

Comments about Reset All Visible Filters

This functionality is based on which filters are shown in the Filters panel only, and not related to any filters that you have added to a text area. This means that if a filter is hidden from the Filters panel, it will not be updated using this action, regardless if you can see it in the text area or not. The Filters panel does not have to be shown for the action to work, though.

Comments about bookmarks

For bookmark components, the active visualization always takes precedence over the active page.

The filter settings of the active filtering scheme are changed, including the setting determining how related data tables are affected by each other's filtering.

The markings component of a bookmark takes the analysis back to the state all markings had when the bookmark part was captured. If a marking has been removed, that marking is simply ignored.

Comments about marked rows

The marking applied when adding any of the Marked Rows functions is the one used by the active data table. The active data table is the one used by the visualization that was active before clicking on the text area. If the marking for the active visualization is set to (None), nothing will happen when clicking on the link.
Click Add.
If you want to include more steps, repeat steps 1-2.

Tip: Some types of actions allow you to specify additional settings by clicking the Settings button. For example, you can change filter settings for a bookmark or toggle the visibility of the Filters panel or the Details-on-Demand.
When you are done, click OK.