--- schema_version: "1" id: 295cc3524ddd9e1744a7610215427c8e7646ecfadd099bb51adc1dbcefcf7ddd title: Create Interactions with Clicks collection: admin version: current locale: en-us portal_url: https://docs.salesforce.com/admin/current/en-us/analytics/264-0-0/bi_dashboard_create_interactions_bindings.md canonical_url: https://help.salesforce.com/s/articleView?id=analytics.bi_dashboard_create_interactions_bindings.htm&release=264.0.0&type=5 source_site: help.salesforce.com content_type: documentation content_hash: a6d0b3f76f0913a3696266938ce26d142a68264a1b4d9bce67b5f1f1032389ea description: Interactions, previously called bindings, are the most powerful way to specify relationships between different queries on your dashboard. Creating the right syntax for an interaction can be complex. With the Advanced Interaction Editor, create, edit, and preview your interactions with clicks. products: - CRM Analytics - Cross Cloud release: "264" --- # Create Interactions with Clicks Interactions, previously called bindings, are the most powerful way to specify relationships between different queries on your dashboard. Creating the right syntax for an interaction can be complex. With the Advanced Interaction Editor, create, edit, and preview your interactions with clicks. ![Note](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-analytics-bi-264-0-0-production-enus/ec791473-f5b4-4f64-a656-9104f455d966/images/icon_note.png) Note Dashboard builders must place each interaction (binding) in the right place in the JSON or SAQL for an individual widget or query. To learn more, see the [Analytics Interactions Developer Guide](https://developer.salesforce.com/docs/analytics/bi-dev-guide-bindings/guide/bi-dbjson-bindings.html). ![Fullscreen Advanced Interaction Editor with a generated binding.](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-analytics-bi-264-0-0-production-enus/ec791473-f5b4-4f64-a656-9104f455d966/bi/images/bi/bi_advanced_interaction_editor_fullscreen.png) 1. Click **Advanced Editor** in the widget properties panel or ![Button icon for edit pen from the advanced interaction editor panel.](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-analytics-bi-264-0-0-production-enus/ec791473-f5b4-4f64-a656-9104f455d966/bi/images/bi/bi_IDE_button.png) to launch the Advanced Interaction Editor. 2. Click **Select a query…** and choose from any query in the dashboard. Queries are searchable by name. ![The panel shows the step properties, including the faceting options.](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-analytics-bi-264-0-0-production-enus/ec791473-f5b4-4f64-a656-9104f455d966/bi/images/bi/bi_advanced_interaction_editor_query.png) 3. Click **Select data…**. 1. Select Row, Column, or Cell. 2. Select the desired options. Use the **Preview** button to see details of the query without leaving the Interaction Editor. 3. Click ![Button icon for edit pen from the advanced interaction editor panel.](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-analytics-bi-264-0-0-production-enus/ec791473-f5b4-4f64-a656-9104f455d966/bi/images/bi/bi_IDE_back.png). ![Left panel of Advanced Interaction Editor, query already selected previously, add query specifics](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-analytics-bi-264-0-0-production-enus/ec791473-f5b4-4f64-a656-9104f455d966/bi/images/bi/bi_advanced_interaction_editor_data.png) 4. Select **Result** or **Selection** for your interaction. Result is the default interaction type. To learn more about interaction types, see [Results Interaction](https://developer.salesforce.com/docs/analytics/bi-dev-guide-bindings/guide/bi-dbjson-bindings.html#results-interaction) and [Selection Binding](https://developer.salesforce.com/docs/analytics/bi-dev-guide-bindings/guide/bi-dashboard-bindings-selection.html). 5. Click **More Options** to set a default value or change the data serialization function. To learn more, see [Data Serialization Functions](https://developer.salesforce.com/docs/analytics/bi-dev-guide-bindings/guide/bi-dashboard-bindings-functions-wave-designer-data-serialization.html?search_text=serialization). 6. To edit the interaction manually, click ![Button icon for edit pen from the advanced interaction editor panel.](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-analytics-bi-264-0-0-production-enus/ec791473-f5b4-4f64-a656-9104f455d966/bi/images/bi/rn_bi_IDE_pen.png). This step is optional. ![Note](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-analytics-bi-264-0-0-production-enus/ec791473-f5b4-4f64-a656-9104f455d966/images/icon_note.png) Note Once you click the ![Button icon for edit pen from the advanced interaction editor panel.](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-analytics-bi-264-0-0-production-enus/ec791473-f5b4-4f64-a656-9104f455d966/bi/images/bi/rn_bi_IDE_pen.png) button, you can’t return to the original editor without resetting the entire Advanced Interaction Builder. Any interaction you’ve already created is removed once you reset. 1. Add functions to your interaction and specify the source. 7. **Copy** your interaction. 8. Paste the interaction into the JSON or SAQL. 9. Click **Save**. - **[Dynamically Modify the Query, Initial Selection, and Widgets with Bindings](https://help.salesforce.com/s/articleView?id=analytics.bi_dashboard_widgets_interactive_bindings.htm&release=264.0.0&type=5)** Compared to facets, bindings are more programmatic, and provide more ways to specify interactions. Bindings can dynamically modify a query, set an initial filter selection, or change a widget’s appearance. For example, you can change the measure in a query based on a selection in a custom query. You can initially filter a region-based dashboard based on the country of the logged-in user. Or, you can change the color of the metric in a number widget based on whether its value is high, medium, or low. Each binding is unidirectional, meaning it affects other queries, but other queries don’t affect it. #### See Also - [Reduce Clutter with Progressive Disclosure](https://help.salesforce.com/s/articleView?id=analytics.bi_dashboard_progressive_disclosure.htm&release=264.0.0&type=5 "Progressive disclosure shows users the essentials first and reveals detail only when they ask for it.") - [Make CRM Analytics Dashboards Actionable](https://help.salesforce.com/s/articleView?id=analytics.bi_dashboard_actionable.htm&release=264.0.0&type=5 "Design each dashboard so that the audience can act on what they see without leaving Salesforce.")