Connecting to Parameters

You can connect the parameters that you created to analysis elements that use their values, such as filters, calculated fields, custom actions, or titles and descriptions throughout an analysis.
To connect to parameters:
  1. Click Dashboards tab, the Dashboards tab.
  2. Click Dashboard Designer, in the bottom-left corner.
  3. On the Analyses dialog, click Options button, the Options button, next to an analysis and select Edit to open the analysis page.
  4. To connect a parameter to a filter:
    1. Select a visual and click Filter button, the Filter button, on the toolbar.
    2. In the Filters panel, click the + ADD button and select the field that you want to use in the filter.
    3. Select the added filter to configure it.
    4. Add a parameter based on the field type selected for the filter:
      • For numeric fields, enable the Use parameters option and select a parameter from the list.
      • For text fields, first select Custom Filter for Filter type, and then enable the Use parameters option and select a parameter from the list.
      • For date fields, enable the Use parameters option and select a parameter under Start date parameter and End date parameter.
      Note: Parameters that can have multiple values must use Equals or Does not equal as the comparison type.
    For more information on filters, see Working with Filters.
  5. To include a parameter in a calculated field:
    1. Click Datasets button, the Datasets button, on the toolbar to display the Data panel.
    2. In the Data panel, click the + CALCULATED FIELD button.
    3. In the Add calculated field dialog, create a calculation.
    4. To include a parameter in the calculation, expand the Parameters section and double-click one of the available parameters.
      Parameters without a default value cannot be included in calculated fields.
    For more information on calculated fields, see Using Formulas.
  6. To connect a parameter to a custom action:
    1. Select a visual and click Format visual icon, the Format visual icon, in the top-right corner of the visual.
    2. In the Properties panel on the right, select the Interactions tab.
    3. Expand the Actions section and click the ADD ACTION button.
    4. To include a parameter in the action name, click Insert parameter icon, the Insert parameter icon, next to Action name and select a parameter from the list.
    5. To create a navigation action with a parameter, select Navigation action under Action type, then click Add icon, the Add icon, next to Parameters and select a parameter and a parameter value.
    6. To create a URL action with a parameter, select URL action under Action type, then click Insert parameter icon, the Insert parameter icon, next to URL and select a parameter.
    For more information on custom actions, see Using Custom Actions.
  7. To include a parameter in sheet titles and descriptions:
    1. On the menu bar, go to Sheets ⇒ Add title or Sheets ⇒ Add description.
    2. At the top of the sheet, enter a sheet title or description.
    3. To include a parameter in the title or description, click Insert parameter icon, the Insert parameter icon, and select a parameter from the list.
  8. To include a parameter in visual titles and subtitles:
    1. Select a visual and click Format visual icon, the Format visual icon, in the top-right corner of the visual.
    2. In the Properties panel on the right, expand the Display Settings section.
    3. Click Edit icon, the Edit icon, next to Edit title or Edit subtitle.
    4. In the Edit title or Edit subtitle dialog, enter a title or subtitle for the visual.
    5. To add a parameter, select a parameter from the Parameters list on the right.
  9. To include a parameter in the titles of visual axes:
    1. Select a visual and click Format visual icon, the Format visual icon, in the top-right corner of the visual.
    2. In the Properties panel on the right, expand the section for the axis that you want to format.
    3. Under Title, enter a custom axis title in the text box.
    4. To include a parameter in the title, click Insert parameter icon, the Insert parameter icon, and select a parameter.
  10. To include a parameter in visual legends:
    1. Select a visual and click Format visual icon, the Format visual icon, in the top-right corner of the visual.
    2. In the Properties panel on the right, turn on the Legend switch.
    3. Expand the Legend section.
    4. Under Legend title, enter a title for the legend.
    5. To include a parameter in the title, click Add parameter icon, the Add parameter icon, and select a parameter.
Parent topic: Using Parameters