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Set actions, parameter actions, dynamic zones and buttons

Build Dynamic Zone Visibility on a valid Boolean field or parameter, configure Show/Hide and Navigation buttons, and choose the run and clearing options of set actions and parameter actions, including what breaks them.

Official exam objective
Add interactivity to dashboards: Use filter in a dashboard; Add filter, URL, and highlight actions; Create interactivity using dynamic zone visibility; Add navigation buttons; Create interactivity using set and parameter actions; Create show/hide buttons for dashboard objects.

~7 min read · 10 practice questions ·

What the exam expects

  • Make a dashboard zone appear or disappear automatically with Dynamic Zone Visibility, and fix a field that is missing from its list.
  • Choose between Dynamic Zone Visibility and a Show/Hide button, and configure and repair Show/Hide buttons.
  • Add Navigation buttons that take viewers to other sheets, dashboards or stories.
  • Pick a set action's run and clearing options, and configure a parameter action's source field, aggregation and clearing.

Dashboard filters and filter, highlight and URL actions are in Filter, highlight and URL dashboard actions (basics: the Desktop Foundations units Dashboard filter, highlight and URL actions and Filter cards, highlighters, tooltips and parameter controls). Sets and parameters are defined in Sets, groups, bins and hierarchies and Parameters in calculations, filters and reference lines.

Key terms:

  • Dynamic Zone Visibility (DZV): hides or reveals a tiled or floating zone from a field or parameter value.
  • Show/Hide button: a button viewers click to toggle one dashboard object.
  • Navigation object: a button that opens another sheet, dashboard or story.
  • Change Set Values: the set action, which rewrites a set's members from selected marks.
  • Change Parameter: the parameter action, which writes a source field's value into a parameter.

Key facts

DZV field
Detail
Boolean, single value, independent of the viz
DZV setup
Detail
Zone's Layout tab > Control visibility using value
DZV and stories
Detail
Doesn't work when the worksheet is used in Stories
Show/Hide target
Detail
One Show/Hide button per object at a time
Testing buttons while authoring
Detail
Alt-click (Windows) or Option-click (macOS)
Navigate to
Detail
Lists sheets outside the current dashboard
Add values to set
Detail
Adds selected values; existing members stay
Add all values to set
Detail
Clearing option that puts every value in the set
Set actions and Stories
Detail
Can't be used together
Parameter action, Aggregation None
Detail
Doesn't run for marks with different values
Parameter action clearing
Detail
Keep current value or Set value to
Action order
Detail
Parameter, then Set, then other types
Sources for this section (5)
  • Why might a Boolean calculation you created be missing from Control visibility using value?
  • When does a hidden tiled object leave blank space instead of being filled?
  • Which set action option removes only the marks the viewer selects?
  • When does a Select parameter action with Aggregation None fail to run?

The questions are free to read. Answers with their sources and self-grading are included with the pack.

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