Version 2021

Use a Visualization to Filter or Highlight Data in Another Visualization

Once you add visualizations to a dossier, you can use one visualization to filter or highlight data in another visualization. Define one visualization as the source. Then, select the other visualizations you want to filter or highlight as targets. The target visualizations only display or highlight data that also appears in the source. Your target visualization can be in any chapter or page within your dossier.

Open a dossier with two or more visualizations.

  1. Open the dossier you want to modify.
  2. Hover over the visualization to use as the source and in the top right, click More > Select Target Visualizations.
  3. The Source icon appears in the upper left corner of the source visualization. On the banner at the top of the screen, the name of the source visualization appears after Use visualization.

    If the source visualization is a map visualization with multiple layers, you will need to select the desired layer from the Use [Layer] drop-down.

  4. From the first drop-down of the banner at the top of the screen, select Filter or Highlight. The targets only display data that also appears in the source.

  5. Click on the visualizations you want to select as targets. The Target icon appears in the upper left corner of these visualizations. The names of the target visualizations appear on the banner at the top of the screen. If necessary, you can target visualizations across chapters and pages.

    All targets must be on the same page. Source and Target icons also appear in the Contents panel for the corresponding pages.

  6. If a drop-down appears after the source visualization names, the visualization was configured in a previous version to update the target when you filter or drill on a single, specific attribute in the source. To update data in the target when you filter or drill on the attribute already defined for the source, select the attribute name.

  7. To update data in the target when you filter or drill on any data in the source, select For All Data.
  8. Click Apply.

Related Topics

Visualization Filters and Selectors