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b/site/sigmaguides/src/data_apps_cross_chart_actions/data_apps_cross_chart_interactions.md @@ -0,0 +1,219 @@ +author: pballai +id: data_apps_cross_chart_actions +summary: data_apps_cross_chart_actions +categories: dataapps +environments: web +status: published +feedback link: https://github.com/sigmacomputing/sigmaquickstarts/issues +tags: default +lastUpdated: 2025-08-25 + +# Cross Chart Actions + +## Overview +Duration: 5 + +Cross Chart Actions allow you to click or select data in one visualization and instantly filter other elements on the page. + +This makes dashboards more interactive, supports intuitive drill-downs, and enables business users to explore relationships in the data—without needing to build separate filters. + +While this QuickStart focuses on charts, the same techniques can also be applied to other elements. + + + +For more information on Sigma's product release strategy, see [Sigma product releases](https://help.sigmacomputing.com/docs/sigma-product-releases) + +If something doesn’t work as expected, here's how to [contact Sigma support](https://help.sigmacomputing.com/docs/sigma-support) + +### Target Audience +The typical audience for this QuickStart includes users of Excel, common Business Intelligence or Reporting tools, and semi-technical users who want to try out or learn Sigma. + +### Prerequisites + + + + + + + + + +![Footer](assets/sigma_footer.png) + +## Build the Workbook +Duration: 5 + +Log in to Sigma and create a new `Workbook`. + +Rename the workbook `Cross_Chart_Actions_QuickStart`. + +Add a new `Table` using the `Sigma Sample Database` and choose `RETAIL` > `PLUGS ELECTRONICS` > `PLUGS_ELECTRONICS_HANDS_ON_LAB_DATA`: + + + +Configure the `Target` of the control to be the `PLUGS_ELECTRONICS_HANDS_ON_LAB_DATA` table > `Store Region` column: + + + +### Add some charts +Let’s add three simple charts of different types so we can see how this works later. + +For `Chart 1`, create a `Child` element from the table, selecting `Chart`, and configure it as shown below. + + + +Make a duplicate of `Chart 1` and configure it as shown: + + + +Make a duplicate of `Chart 2` and configure it as shown: + + + +### Initial test +If we select one `Store Region` using the page control, the table and all three charts automatically update: + + + +That’s good—but if we click on a region within any of the charts, the other charts and the table don’t respond: + + + +This is where Sigma actions come to the rescue. + +![Footer](assets/sigma_footer.png) + + +## Configuring Actions +Duration: 5 + +Actions in Sigma are easy to use yet flexible enough to support advanced functionality. In this demonstration, we’ll use just a small fraction of that power to make page elements respond to each other. This creates an intuitive, interactive UI where users can instantly see how one change affects other information. + +### Our first action +Click on `Chart 1` to select it. + +From the `Element panel` > `Actions` menu, configure a single action as shown: + + + +Now, when the user clicks a `Store Region` in `Chart 1`, the other charts automatically update: + + + +Clicking the `x` in the `Store Region` control clears the selection: + + + +That workflow is good, but we can make it even clearer for users. + +### Copy actions +We need to apply the same action from `Chart 1` to the other charts. Instead of recreating it manually, use the `Copy action` feature: + + + +Then select `Chart 2` and choose `Paste action within`: + + + +Repeat the `copy/paste` for the map. + +As actions get more complex, it’s a good idea to verify they’re configured correctly—both in terms of behavior and target elements: + + + + + +Now, clicking on any `Store Region` in any chart applies the selection across all charts: + + + +Click `Publish`. + +![Footer](assets/sigma_footer.png) + + +## Underlying Data +Duration: 5 + +All charts can display the data driving them with a single click: + + + +This allows users to drill down to the lowest level of granularity whenever they need. + +Returning to the chart view is also a single click: + + + + + +Next, let’s clean up the interface so users know what to do at first glance. + +![Footer](assets/sigma_footer.png) + + +## Cleanup +Duration: 5 + +Since we’re focused on charts, let’s rename the page `Charts` and move the `PLUGS_ELECTRONICS_HANDS_ON_LAB_DATA` table to a new page named `Data`. + +Drag the three charts to select them together, then click the `Create` container icon: + + + +Sigma provides extensive formatting features. For example, you may want to keep a light border around the charts: + + + +### Clear filters button +The `Store Region` control can be reset to show all regions by either clicking the `x` (one click) or selecting all regions manually (two clicks). However, this may not be immediately obvious to first-time users. + +To make it clearer, add a `Button` from the `Element` bar > `UI` group. + +Configure the button’s action to set the `Store Region` control to `All`: + + + +This button also resets the charts if the user has clicked into one of the chart bars: + + + +For more information, see [Intro to actions](https://help.sigmacomputing.com/docs/intro-to-actions) + +![Footer](assets/sigma_footer.png) + + +## What we've covered +Duration: 5 + +In this QuickStart, we explored how to use Cross Chart Actions in Sigma to make dashboards more interactive and intuitive. We built a workbook with multiple charts, configured actions so charts respond to each other, and added cleanup elements like containers and a clear filters button to improve usability. + +With these techniques, business users can drill into relationships in their data naturally—without relying on separate filters or complex setup. + +**Additional Resource Links** + +[Blog](https://www.sigmacomputing.com/blog/)
+[Community](https://community.sigmacomputing.com/)
+[Help Center](https://help.sigmacomputing.com/hc/en-us)
+[QuickStarts](https://quickstarts.sigmacomputing.com/)
+ +Be sure to check out all the latest developments at [Sigma's First Friday Feature page!](https://quickstarts.sigmacomputing.com/firstfridayfeatures/) +
+ +[](https://twitter.com/sigmacomputing)  +[](https://www.linkedin.com/company/sigmacomputing)  +[](https://www.facebook.com/sigmacomputing) + +![Footer](assets/sigma_footer.png) + +