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            Navigate Dashboards with Parameter Actions

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            Navigate Dashboards with Parameter Actions

            Parameter actions enable you to map visualization fields to parameters, transforming static charts into interactive navigation tools. This setup enables users to trigger dashboard updates by clicking data points, streamlining data exploration within a single interface.

            Required Editions

            View supported editions.

            In this example you're going to set up a parameter to return a value, units_sold_by_region, when users click a visualization data point.

            1. Create a parameter.
              1. Parameter Name: Quantity
              2. Data Type: Number
              3. Parameter Type: Single Value
              4. Default Value: 0
            2. Create a calculated field for the parameter that contains logic for the units_sold_by_region field.
            3. Open the dashboard and add a parameter widget.
              Important
              Important If you haven’t done so, create a visualization that contains the fields referenced in the calculated field logic.
            4. Click Add Parameter and select your parameter.
            5. Select a visualization then click the Actions tab.
            6. Click Add Action, Select Parameter, then select your parameter.
            7. Click Field and select units_sold_by_region for the parameter widget to return.
            8. Click Done and save your dashboard.
            9. To see the units sold in the parameter, preview the dashboard and start clicking data points on the visualization.
             
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            Salesforce Help | Article