Creating a Linked Analysis

Create a linked analysis to drill through hierarchical data or create filters that simultaneously update multiple charts in your story. You can also create a linked analysis from a table measure to simultaneously update multiple charts in your story.

Context

With linked analysis, when you create filters or drill through hierarchical data in one chart, the same filters are applied to other charts that you include in the analysis. For a filter to update other charts, the charts in the analysis must be based on the same model, or the source models must contain linked dimensions.
Note
Spatial filters are created with a geo map, and can be applied to the story or group through linked analysis.

Linked analysis can also be used to link a table measure or account name to the same measure in one or more charts. When the table is linked to the chart, selecting a table cell won't change what the chart displays, but selecting a column header will.

Procedure

  1. Select a chart or table in your story.
  2. From the story toolbar, select (Linked Analysis).
  3. Select a chart interaction option:
    • This chart (default option): Filtering and drilling through hierarchical data on this chart will only update this chart.
    • Linked chart set: Filtering and drilling through hierarchical data on this chart will update all the charts in the set based on the same model or with linked dimensions to this chart's model. Use the filter on datapoint selection option to filter other charts on a selected datapoint.
      Note

      When enabling linked analysis on a chart set with a geo map, you can set a filter based on a data point in the bubble layer or a selected shape in the choropleth layer.

      A Histogram chart can receive links from other charts, but it cannot send them.

    • Entire Story: Filtering and drilling through hierarchical data on this chart will update all the charts in the story based on the same model or with linked dimensions to this chart's model.
  4. Define your linked chart set by excluding charts.

    By default, all the charts in your story are included in the linked chart set. To exclude a chart, select the chart and deselect the option Include this chart in set.

    The excluded charts will be moved from the Linked chart set area to the Excluded charts area.

Results

Your linked analysis is created. Filtering and drilling through hierarchical data on this chart will simultaneously update other charts depending on the chart interactions option you selected.
Note
  • If the charts in your linked analysis are based on models with linked dimensions, the ID of the linked dimensions must match. Otherwise, filtering in one chart will not update the linked charts.

  • If the charts in your linked analysis are based on models with linked dimensions, and you drill through the data in one chart, filters are applied on all linked charts, but the level of the data displayed is not changed.

  • Currently, Waterfall (expanding or collapsing the data in a waterfall chart will not update the level of data displayed on linked charts) charts don't support linked analysis.

  • Non-excluded chart filters (such as a chart filter on the Date dimension) will replace story filters on the same dimension.

  • When you delete a chart filter using the filter token, the chart interaction is shared by the linked analysis, therefore story filters applied on the same dimension will also be deleted.

  • You can filter on dimension attributes in a linked analysis, but cannot drill down on dimension attributes.