How to Use On-Click Charts and Global Filters in Dashboards

Introduction

This guide shows how to make dashboards in Easy8 more interactive using on-click charts. These charts let users click directly on a chart segment (like a bar or slice) to open a filtered list with more details.

Target Audience

User
Administrator

Prerequisites

A customizable dashboard
Permissions to add and configure dashboard widgets
A chart widget (e.g. Bar Chart or Pie Chart)
A configured saved filter or list view

How to Use On-Click Charts in Dashboards

Step 1: Add and Configure a Chart Widget

Go to your dashboard and click Customize
Add a chart widget like Bar Chart
Apply a filter to show the data you want (e.g. Tasks per Assignee)
Save the widget

Step 2: Open the Underlying Filter

Click on the widget name to open the filter in a new tab
In that tab:
- Go to Options
- Set Output = List only
- Apply the changes
- Copy the full URL from your browser’s address bar

Step 3: Configure On-Click Behavior

Return to the original chart widget
Open its Settings > On click section
Paste the copied URL into the URL field

Step 4: Edit Filter Parameters

Replace specific values in the filter with dynamic placeholders:
- For example, change
```
f[assigned_to_id]=5
```
  to
```
f[assigned_to_id]=%raw_name%
```
Add chart column names (comma-separated) to the input field
Select how the filtered view should open:
- Current – In the same tab
- Blank – In a new tab
- Modal – In a quick-view popup

You can adjust or remove other parsed parameters, like Show_sum_row=1, if needed.

Step 5: Final Result

Now your chart is interactive. For example, clicking on a bar in a Tasks per Assignee chart will open a filtered list showing only the tasks for that assignee, in a quick modal window or new tab—based on your chosen behavior.

Conclusion

On-click charts turn static dashboards into interactive data tools. By linking charts to detailed filtered lists, users can dive deeper into the data with just one click. Global filters further enhance this by syncing data views across widgets, saving time and improving visibility.