Results and selection Interactions & Faceting | When to use a binding vs faceting

Advanced Customizations
Written By Paulina Rueda

09/16/2021

Selection Interaction

Definition of selection interaction

A selection interaction binds a user’s selection to another parameter on the dashboard. Filters are an example of selection interaction that comes out of the box. With custom queries, you must configure the interaction to some other parameter of the dashboard. This is because you defined the values that are passed when a user makes a selection.

Selection Interaction

"visualizationType": "{{cell(Static_Charting_1.selection, 0, \"value\").asString()}}"

·       Static_Charting_1 : The location to receive the selected value

·       value: The API name of the custom query that will pass the value

·       cell :The value chosen from the custom query

Note: the syntax of a selection interaction is the same for a selection interaction, except the word result is replaced with selection.

How does a selection interaction work?

Values selected from a List or toggle widget will be passed as a parameter to the selection interaction in the target query’s groups parameter

Note: Because you are defining the values to pass into an interaction, you may need to select an initial value.

Results Interaction

Definition of a Results Interaction

A results interaction takes the result of one’s steps query and applies it to another step’s query (they interact). For example- if we want to apply the results of Medical query or that result to the table- we can do that as well.

What you need to know for a results interaction:

1.       Know the source and target step

2.       Know the data from the source data

3.       Configure the interaction on the target step’s query portion of the JSON using the interaction builder

Results interaction: "{{column(Opportunity_Amount_1.result, 0, \"AccountId.Name\").asObject()}}"

Opportunity_Amount_1: The source step name

result: replace selection with result, you are not using selection interaction

AccountId.Name: API name of the field from the source step that will provide the result

How does a result interaction work?

You will select the query/widget that should receive the interaction (1), then select your query/widget that will “trigger” the interaction (2). A result interaction will take the “result” of one step’s query (2) and apply it to another step’s query (1) WITHOUT the need of a user making any selection!

Alternative for Interactions: Faceting

You don’t always need an Interaction! If you want to facet queries from different datasets in a dashboard, you can use Data sources to associate them. This takes less than 2 min! Just follow the next steps:

  1. Click on the ellipsis icon (…) on the top right of your dashboard and select “Connect Data Sources” from the menu.

  2. Click the New Connection button in the New Connection Window

  3. Add the following settings to your connection. (E.g. let’s say you want to connect via a specific field: Opportunity ID and link it to the Opportunity name on another dataset)

    3.1 Name your connection

    3.2 Click choose Data Source 1 and select your Dataset that contains Opportunity ID

    3.2 Search and click for your field: Opportunity ID

    3.2 Click Choose Data Source 2

    3.2 Search and click: OpportunityId.Name

    3.2 Click Save

    3.3 Save your dashboard and test to see if the widgets update when any other widget is filtered!

 Scenarios to use a Selection Interaction vs Results Interaction vs Regular Faceting

Scenario A:

Bind a toggle widget to a chart: E.g., you create a dashboard with a toggle to represent different how you capture different Lead Types. Your various types could be: Web, Phone Call, Landing Page, Social Media, Referral. You use a Custom Query to include the various lead types and you want to dynamically update a dashboard chart when someone selects a value from the toggle.

Do you use selection, results interaction or faceting?

Answer for A: Selection Interaction! There’s 2 keywords for this 1. “Custom Query”- Custom queries do NOT facet other dashboard widgets because they are not tied to a dataset. In order to facet other dashboard queries, an interaction must be configured. Second keyword!: 2. Select- A selection interaction is precisely for those scenarios where a user needs to make a selection in order to pass those parameters over.

Scenario B:

I want to built a dashboard that represents my Top 3 Accounts performance. For this reason I will add 3 different charts/widgets to my dashboard: 1. A chart showing Opportunity amount by account name, 2. A chart showing Opportunity amount by close date, 3. A chart showing opportunity amount by owner and country. Finally, I want to be able to use the results from the first 2 charts to display the results on the third chart and automatically filter the results for my top 3 accounts, without the need of a user making a selection,

Do you use selection, results interaction or faceting?

Answer for B: Results Interaction! Keywords! Automatically filter without the need of a user making a selection and use the results! In this example, we just want to leverage the results of 2 queries and apply it to a third.

If you have any questions on Results or Selection Interactions or faceting, email me at paulinarueda143@gmail.com

 

Paulina Rueda