Define Cross-Source Links

This applies to: Visual Data Discovery

Cross-source links are defined on the Cross-Source Links tab of the Dashboard Interactions dialog. Each cross-source link on your dashboard must use unique sources and fields. There is a one-to-one relationship between cross-source link names and your data fields. You cannot create multiple cross-source links for the same data field. In addition, you cannot use the same cross-source link name for multiple data fields.

To define a cross-source link in a dashboard:

Verify that your dashboard includes at least two visuals using different data sources. Cross-source links will not work on dashboards that use only one data source.
Select on the dashboard icon bar. The Dashboard Interactions dialog appears. In the following image, no cross-source links are defined for the dashboard.
On the Cross-Source Links tab, select Add Link. The tab populates with fields appear to help you define the cross-source link.
Supply a name for the cross-source link in the Link Name field. When you select the Link Name field to enter a name, a link name list appears listing all the link names that exist on other dashboards in the system. You can use this list to keep your naming consistent across dashboards. Select a name in the list or supply a new one. When you supply a new name the list shows a "Create new link ..." option which you must select to create the new link definition. In the example below, you would select Create new link "State" to create the cross-source link definition for the State field.
Select a first source using the Source Name drop-down list.
Select a field from the first source using the Field Name drop-down list.
Select the Add Source button to add another source for the cross-source link definition. A new row appears in the Sources area of the tab.
Select a second source using the Source Name drop-down list in the new row.
Select a field from the second source using the Field Name drop-down list in the new row.
If more than two data sources are used in your dashboard, repeat Steps 7 through 9, as appropriate, to add additional sources and fields to the cross-source link. The fields you select in the sources that comprise a cross-source link should contain the same kind of data.

Symphony does not check cross-source links to determine whether they contain the same kind of data. If you do this, the cross-source link will not work.
Select Apply. A warning dialog appears prompting you to confirm the creation of the link.

Creating the cross-source link automatically disables any same-source published links for the cross-source linked field. This prevents you from accidentally having duplicate filters. You can, however, re-enable the same-source link later. See Control How Cross-Visual Filters Interact in a Dashboard.
Select Continue. The cross-source link has been created. The non-table visuals in the dashboard that use the sources that are linked and that are grouped by their cross-source linked fields show a icon in the upper left corner.
Save the dashboard to save the cross-source link definition.

The cross-source link data you supply on the dialog is validated. If you forget to supply some information, error messages display.