Navigation

Documentation

Contents[Hide]

1. Overview

This article shows you how to set up a hover over interaction so that a second dashboard is displayed in a pop-up and filtered accordingly when you hover over a data point on the first dashboard.

Related video: Interactions

2. First dashboard

On our first dashboard, we are showing Order Qty by Product in this example.

Dashboard 1 with bar chart showing Order Qty by Product
Dashboard 1 with bar chart showing Order Qty by Product

3. Second dashboard

On our second dashboard, which we want to show in a pop-up, we are showing Order Qty by Date in this example.

To be able to display details specific to a data point that was hovered over in the first dashboard, we also:

  • Added Product under Slicers in the Data Analysis Panel for the chart, so that we can filter by the product hovered over in the first dashboard.
  • Added a data label to the dashboard, and dragged the same Product hierarchy onto it, so we can display the product hovered over in the first dashboard.

Dashboard 2 with line chart showing Order Qty by Date and filtered by Product
Dashboard 2 with line chart showing Order Qty by Date and filtered by Product

Next, expand the Parameters window, which is typically docked along the bottom of the screen.

Click Add New to add a new view parameter, and then connect it to the data to be filtered. In our example, this is the Product hierarchy for both the chart and the data label.

Add a view parameter
Add a view parameter

Tip
If you expand all the way down to a specific parameter as shown above, you can right-click it or select it and use the toolbar to choose Check Similar to automatically select compatible parameters.

Pop-ups are typically small, so you may want to resize the dashboard smaller closer to the size of your intended pop-up.

4. Set up the hover over interaction

While editing the first dashboard with the chart selected, click Set Up Interactions and then Hover Over from the toolbar or right-click menu.

Set up a hover over interaction
Set up a hover over interaction

In the Set up a pop-up dialog, select the view to be displayed on hover-over (e.g., Dashboard 2).

Selecting Dashboard 2 to be displayed in a pop-up
Selecting Dashboard 2 to be displayed in a pop-up

Adjust the pop-up's Width and Height as needed based on the size of your pop-up dashboard or how big you want the pop-up.

If you are passing a value from the data that was clicked, click Set up parameters at the bottom of the dialog, then Add new mapping.

Add new mapping
Add new mapping

  • Under Source, select the value you want to pass. This is Product (Filter Value) in our example.
  • Under Target, select a view parameter in the target dashboard that corresponds with the passed value. In our example, we typed in the name Product for our view parameter in the second dashboard that we connected to product data.

Select a source and target for the mapping
Select a source and target for the mapping

5. Test the interaction

Switch to View mode in the toolbar and hover over a data point in the first dashboard.

You should see the second dashboard displayed in a popup that shows the data filtered by the hovered data point.

Test the hover over in View mode
Test the hover over in View mode

6. See also

Dundas Data Visualization, Inc.
400-15 Gervais Drive
Toronto, ON, Canada
M3C 1Y8

North America: 1.800.463.1492
International: 1.416.467.5100

Dundas Support Hours:
Phone: 9am-6pm, ET, Mon-Fri
Email: 7am-6pm, ET, Mon-Fri