Slicer Actions

Slicer Actions, like other Actions in Present (or Discover) allow dashboard designers to configure a guided process for end users who will trigger an effect in the dashboard based on their interactive selections when they use the dashboard in runtime.

Unlike normal Actions, however, Slicer Actions are currently more limited and are only used for triggering tab changes on the Mini Tab layout container.

Note: this feature is not available in the Community Edition.

Conditional Display

If the tabs in a mini-tab are hidden, then the blend of slicer actions with the mini-tab creates a programmatic way to hide and show content - effectively delivering "conditional display" functionality. This effect works in both Present as well as Publish (delivering conditional display of content when the publication is rendered).

• Click here for more on adding Slicers in Present

Target Interactions to Slicers

In Present you can target an interaction to a slicer and use the parameterization to load the presentation with a given slicer selection applied and trigger any Slicer Actions attached to that slice.

How to Configure Slicer Actions

Start by creating an interaction from the relevant slicer to a mini-tabs container.

Right click on the Slicer and select Actions from the context menu; the Actions panel will open.

Action List

Add New Action

Click the plus sign (green arrow below) to add actions to the Action List. You can add multiple actions to a single Action List, but each action added to the list can contain only a single action.

Copy and Paste Actions

You can replicate the same action across multiple discoveries and publications using the copy and paste functions. This allows you to apply an existing action to another report. This way, you avoid configuring the same action multiple times.

• Copy All: (blue arrow below) copy all actions to clipboard, and then paste them into the Action Panel of another presentation.
• Paste: (orange arrow below) enabled if you have copied an action to clipboard.

Action Context Menu

Open an actions' context menu (red arrow below) to:

• Copy: copy the selected action to clipboard, and then paste it into the Actions Panel of another presentation.
• Delete: delete the action.

Action Settings

From the Action Settings (green highlight above) name the action, select the relevant mini-tab container, choose Simple or Advanced, and select the "Jump to" settings.

Simple Actions

Make sure you choose Simple from the Action Settings panel.

Jump to settings

Define the rules for the action in the lower part of the Action Settings panel..

• Jump By: choose tab name or tab number.
• Default Tab: the tab that should be displayed if no other tab is selected.

Click Add Mapping (blue highlight above) to select a value in the slicer and the tabs in the min-tab container. Set the tab that should be displayed for each slicer value. When that slice is selected, the corresponding tab will be displayed.

Click the green Apply button to save the action and apply it to the slicer.

Advanced Actions

Ensure you choose Advanced from the Action Settings panel (red highlight below).

Jump to Tab

Use the PQL Functions library (green highlight below) to write an expression in the Jump to Tab window (yellow highlight). You can use the Chat GPT function as part of your PQL statement.

Click Validate to test your expression, then click the green Apply button to apply save the action and apply it to the slicer.