Navigation Actions

Navigation actions are primarily designed to take the user to other sheets based on a selection, often with filters.

For example, take the user from a sheet with summary metrics to a sheet with more detail on selection.

  1. Select the original chart. In this case the pie chart. In the left navigation bar, select Parameters > Create one….

  2. Set the option name (eg Industry). Select Create.

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  1. Select Custom actions.

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  1. Select the + icon to the right of the Actions column.

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  1. Set an arbitrary action name (eg `See orders from «Industry» customers).

If you don’t want to type «Industry», you can select the … icon in the right corner and select «Industry».

  1. In the Action type section, select Navigation action. Under Target sheet, select Details. Select the + icon to the right of the Parameters column.

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  1. Under Parameters, select Industry you just created in steps 1 and 2. Select Add > Save.

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Now when you select an industry in the pie chart, you will see the option See orders from Tech customers. When selected you will be taken to the Details sheet.

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You can follow these steps to have the Details sheet filtered based on your industry selection:

  1. In the left navigation bar, select Filter > Create one… > Industry.

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  1. Select Use parameters > Industry > Apply.

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Now if you select the Tech industry, the Details sheet only shows the Tech industry data.

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