I have a use case where, in one page, in one visual, I display a company performance dataset. I have another page in my dashboard, with a descriptive company dataset, so. I want a Navigation Action on the company performance visual to ‘lookup’ and navigate to the visual on a separate page displaying company descriptive info.
So in visual A I have that ACME sold 10 bushels, I then click on ACME and a menu pops up and I can filter the ‘Directory’ tab with the visual where I can see ACME’s address, directors, etc.
Please follow the instructions outlined in Workshop Studio Exercise 4 - Navigation action to drill down on another sheet]. Ensure everything is configured as described there, and let us know if you encounter any further issues.
Hi @hdezeduardo,
This can be accomplished through a parameter control and navigation action as long as each dataset has a ‘like’ field. For instance, your ‘company’ field would need to exist in both datasets and match each other (title of field, values in field, type of field, etc).
If that’s the case, you can start by creating a parameter control for your company. For navigation purposes, you’ll want a ‘single value’.
Then, create a control on your second sheet and make sure to link to a dataset field (you’ll want to select the dataset that handles the second page and use the company name field).
Then, select visual options on the visual in first sheet (where a company will be selected) and expand the Actions option. Change to ‘Navigation’ and update the target sheet and Parameter that you just created.
Hi @hdezeduardo,
Following up here to see if you had any additional questions? If we do not hear back within the next 3 business days, I’ll go ahead and close out this topic.
