Controlling How Users Interact With a Visual

You can control how users can interact with a visual. You can control their ability to:

  • Change metrics, rulers, colors, visual styles, or otherwise modify a visual
  • Group, filter, or sort visual data
  • Use radial menu options
  • Copy, export, or delete the visual
  • Create keysets from visual data
  • Export visual data
  • Integrate a visual into external applications
  • Change the defaults set for a visual in the data source configuration visual defaults.

This is useful in embedded use cases where the analytic on the parent application page needs to behave in a consistent manner with the rest of the application. These controls are managed on the interactivity sidebar for the visual.

To control user interactions with a visual:

  1. Select the visual on the dashboard or in the Visual Gallery.

  2. Select the interactivity option () on the sidebar menu for the visual. The interactivity sidebar opens.

    By default, all interactions are activated (on) for a visual. Each interaction is controlled by a toggle switch. Slide the toggle switches to the right to turn an interaction on; slide them to the left to turn the interaction off.

    Each interaction setting is described in the following table.

    Visual Feature Group Setting Controls the ability to...
    Data Interactivity Metrics Change metric fields (other than a metric that might be in the Group field) on the axes for the visual.
    Group Change the Group field on the x-axis of the visual.
    Filter Filter data using the Filter option from the visual drop-down menu and to the left of the visual title. (To fully remove filtering functionality for a visual, be sure to turn off the Filter toggle in the Radial Menu settings on the interactivity sidebar too.)
    Sort Sort and limit the data in a visual. The sort and limit () sidebar menu option is disabled when this toggle is off and you cannot access the Sort & Limit sidebar.
    Radial Menu Zoom Zoom into a selected data point on a visual using the Zoom option on the radial menu.
    Filter Filter data using the Filter option on the radial menu. (To fully remove filtering functionality for a visual, be sure to turn off the Filter toggle in the Data Interactivity settings on the interactivity sidebar too.)
    Details Display additional information about a specific visual data element using the Details option on the radial menu.
    Trend View a trends for a selected data point using the Trend option on the radial menu.
    Keyset Create a keyset from a selected data point using the Keyset option on the radial menu. (To fully remove keyset functionality for a visual, be sure to turn off the Create Keyset toggle in the Visualization settings on the interactivity sidebar too.)
    Actions Invoke an action using the Actions option on the radial menu. (To fully remove actions functionality for a visual, be sure to turn off the Actions toggle in the Visualization settings on the interactivity sidebar too.)
    Link Link to another dashboard using the Link option on the radial menu.
    Visualization Settings Specify settings for the visual. The visual settings () sidebar menu option is disabled when this toggle is off and you cannot access the visual settings sidebar.
    Rulers Add visual reference lines and customize the markers used on the metric axis. The ruler settings () sidebar menu option is disabled when this toggle is off and you cannot access the ruler sidebar.
    Colors Change the color palette used by the visual. The color settings () sidebar menu option is disabled when this toggle is off and you cannot access the color sidebar.
    Create Keyset Create a keyset from the visual data using the Create Keyset option from the visual drop-down menu. (To fully remove keyset functionality for a visual, be sure to turn off the Keyset toggle in the Radial Menu settings on the interactivity sidebar too.)
    Copy Copy a visual using the Copy Visual option from the visual drop-down menu.
    Export Export a visual using the Export option from the visual drop-down menu.
    Actions Invoke an action using the Actions option from the visual drop-down menu. (To fully remove actions functionality for a visual, be sure to turn off the Actions toggle in the Radial Menu settings on the interactivity sidebar too.)
    Remove Remove a visual using the Remove Visual option from the visual drop-down menu.
    Visual Style Change the style of a visual. The visual style settings () sidebar menu option is disabled when this toggle is off and you cannot access the visual type sidebar.
    Select Time Bar Field Change the time field on the time bar.
  3. Slide the toggle switches on or off for the interactions you want to change. The visual is immediately updated.