Review this section to learn how to navigate the Actions Wizard and configure dynamic actions for your data discoveries.
The Actions panel is used to configure new actions, and to edit and delete existing ones.
Open the Actions Wizard
To open the Actions wizard, click Actions from the Home ribbon:
Add actions to the Action List using the plus sign (red arrow below). To delete an action, click the X next to it (purple arrow).
Name your action; the action's name will appear in the actions context menu later on.
Set the trigger element from the query, which when clicked will trigger the action. This may be a report, hierarchy, measure, member, or cells. The action will be available only for the selected trigger.
The action will be available from any report element (any part of the visualization, its background, or the report canvas).
The action will be available only from the specified hierarchy. Therefore, you should select a hierarchy that has been added to the query.
The action will be available from the selected member element only. Therefore, you should select a member that has been added to the query.
The action will be available from the cell (data point) level only.
Action to Do
Choose the type of action that should be performed when the trigger element is selected.
Jump to Report
Open a report and inject filter parameters from the clicked data element. Choose this option if you want another report to open in Discover when the target is clicked. The Select Report drop down will open; find and select the required report from the folder tree.
Enable the Include Context option if you want the output to include interactions you've performed on the query, such as dicing, and selecting a slice from a slicer. This option is only available if you select a data discovery as the report to open; it will not appear if you select a presentation.
Jump to URL
Use PQL functions to produce the URL and open it. Select this item if the desired action is to open a URL. The URL Data panel will open; copy and paste the required URL, and add any function that you want to perform on the target. To add functions to the URL, drag and drop the required jump functions and/ or common functions. for examples.
- To learn more about configuring Jump to URL actions, click here.
Choose whether the report or URL should be opened in a new tab, in a pop up, or in the current tab ("in place").
To execute actions that have been configured, right click on the trigger element in the relevant report; from the context menu open the Actions sub-menu and click the required action: