Actions are added to presentations to help your users get the most out of their presentation information at runtime. Actions allow your users to jump to another place in the presentation (slide, mini-tab, or content item), open a URL, or open a tooltip. Actions can also allow your users to run some JavaScript or PQL to trigger a completely custom behavior.
Use the options in the Actions Panel to configure specified actions that will be triggered when a user clicks somewhere on the visual or slide. Present Actions are identical to Discover Actions, but include extra capabilities for slide jump actions unique to Present.
The following video demonstrates the creation of Tooltip Actions in Present Pro:
Note: Actions are not available in the Community edition.
Actions
Actions are not visible on the canvas of your presentation. You can see them in Present Pro by selecting the visuals or slicers on your presentation and opening the Actions panel from either the Component ribbon or by selecting the Actions option on the right-click context menu:
Open the Action Panel
Component ribbon
With a visual selected on the slide, click Actions (purple arrow) on the Component ribbon:
Note: The icon (yellow arrow, above) and options on the Component ribbon differ depending on the visualization type for the selected visual.
Context menu
For visuals and slicers, you can also use the right-click Actions context menu to open the Action panel:
Note: When you open the Actions context menu for a slicer, only the Jump to Mini Tab option is available from the Actions panel. For a visual, the Actions panel allows you to jump to another place in the presentation (slide, mini-tab, or content item), open a URL, open a tooltip at runtime, or run some JavaScript to trigger a custom behavior.
Jump Action (alternative process)
For shapes, text, and graphic assets, there is an alternative Click Action context menu item. Selecting this option opens a similar panel (the Jump Actions panel), which allows you to create actions to jump to items, print, subscribe, or open the bookmarks "on click." For more information, see Jump Actions.
Creating actions
Creating visual actions
The Action panel is the main Present Pro interface that you can use to create, remove, and edit those Actions that you want to make available to your users at runtime. This topic describes how to use the Actions panel to create and manage different types of actions.
- Click here to learn more about Visual Actions
Creating slicer actions
Create a slicer action that opens a particular tab in a mini-tab container in response to a selection from a slicer.
- Click here to learn more about Slicer Actions
Creating tooltip actions
Create a tooltip action that opens a specified visual or presentation as a "graphical tooltip" when you hover over a measure in your visualization. Tip: You can display different tooltips for each measure as per your requirements.
- Click here to learn more about Tooltip Actions
Actions at Runtime
Your user typically exercises the actions at runtime from the right-click context menu:
- Click here to learn more about Actions at runtime
Note: The name of the action on the right-click menu matches the title in the Action Settings panel. It is, therefore, really important to select a name that makes it clear to your user what the action does.