Adding Actions to Analyses

You can add one or more actions to a column heading, column value, or hierarchy level value in an analysis. When you add an action to a column heading, column value, or hierarchy level value, you add the action by using an action link.

When an analysis that contains one or more action links is presented to users in a pivot table, table, map, graph, trellis, or gauge, users can click a link to run the associated action.

For more information on action links, see "What Are Action Links and Action Link Menus?"

To add one or more actions to an analysis:

1. Edit the analysis to which you want to add one or more actions.

2. Move the mouse pointer over the Options button for the column or hierarchy level to which you want to add one or more actions and select Column Properties or Hierarchy Level Properties.

   The "Column Properties dialog" is displayed.

3. Click the "Column Properties dialog: Interaction tab".

4. In the Primary Interaction box in the Column Heading area (to add one or more actions to a column heading) or the Value area (to add one or more actions to a column value or hierarchy level value), select Action Links to display the Action Links area.

5. To add an action that has been saved as a systemwide default for the column or level, click the Add Action Link button and select the action.

   (For more information on saving systemwide defaults for a column or level, see "Column Properties dialog".)

6. To add a new action:

   • If one or more actions have been saved as systemwide defaults for the column or level, then click the Add Action Link button and select New Action Link.

   • If no actions have been saved as systemwide defaults for the column or level, then click the Add Action Link button.

   The "New Action Link dialog" is displayed.

7. In the Link Text field, enter the text to display as the link to execute the associated action.

8. To create an action (that is, an inline action), then click the Create New Action button and specify the settings for the new action. For information, see "Specifying the Settings for New Actions".

9. To add an existing action (that is, a named action):

   1. Click the Select existing action button.

      The "Open dialog" is displayed.

   2. Complete the Open dialog.

      If there are parameters associated with the action, then the "Edit Parameter Mapping dialog" is displayed.

   3. Complete the Edit Parameter Mapping dialog (if displayed).

10. If you are adding the action link to a value, then in the Show Link component in the New Action Link dialog, select one of the following options:

    • Always — Specifies that the action link is always to be enabled.

    • Conditionally — Specifies that the action link is to be enabled only under certain conditions.

      Selecting this option displays the Conditions area.

      For more information, see "About Conditionally Enabling Actions".

    If you are adding the action link to a column heading, then the Conditionally option is not available.

11. If you selected Conditionally, then add one or more conditions to be used to enable the action link. For each condition to add:

    1. Click the New Condition button and select the column to use. The "New Condition dialog" is displayed.

    2. Complete the New Condition dialog.

12. In the New Action Link dialog, click OK to add the action link to the Action Links area on the Interaction tab.

13. For each additional action link to add, repeat steps 5-12.

14. To specify that, when only one action link is available at runtime, the action link is to be executed immediately rather than be displayed in a menu for selection, select the Do not display in a popup if only one action link is available at runtime box.

15. Click OK to close the Column Properties dialog.

16. Click the Save Analysis toolbar button on the Analysis editor to save the analysis.