You can change the following properties for a selector using the Selector options in the Properties and Formatting dialog box. Selectors allow users, in Interactive Mode, to flip through the panels in a panel stack or display different metrics, attributes, custom groups, or consolidation elements in a Grid/Graph. These are the options for the Selector section of the Properties and Formatting dialog box:
Note: The Selector options are displayed only if a selector is selected in the document.
Selector
Action Type: Defines the type of selector. The types are described below:
Select Attribute Element: When the document is displayed, the selector will display a list of the elements from the attribute, custom group, or consolidation selected in the Source field (below).
Select Metric:
When the document is displayed, the selector will display a list of the
metrics available in the Grid/Graphs selected as the Target (below).
Note: Metrics in text fields within the target
are not listed. For example, a panel stack is selected as a Target and
contains a metric in a text field. That metric is not displayed in the
Select Metric list.
Select Panel:
When the document is displayed in Web, the selector will display a list
of the panels available in the panel stack selected as the Target (below).
Note: If the Action Type is set to Select Panel, the
Checkboxes style is unavailable, since you cannot display multiple panels
simultaneously. Also, the Apply selections
as a filter check box is unavailable, as panels are not used to
filter or slice data.
Select Metric Condition: Users can create a metric qualification or select metric values on a slider to qualify on the value of a metric. For metric qualification and metric slider selectors, the Action Type is set to Select Metric Condition by default, and cannot be changed.
Action Type: Determine the type of action to perform when the user clicks the selector. This option is only available for action selector buttons or links. For detailed steps to define an action selector button or link, see the Report Services Document Creation Guide.
Submit: Select this option to allow the user to submit their changes and update the data in their data source.
Recalculate: Select this option to recalculate the values of derived metrics, subtotals, reapply number and date formatting, and update other values calculated by the Analytical Engine when the user clicks the selector. No data is submitted to the Transaction Services report.
Discard Changes: Select this option to allow the user to discard their changes. The user's changes to values displayed in the target Grid/Graph or panel stack of the selector are reverted to their values from the last time the changes were submitted.
Source: Lists all of the attributes in all of the datasets in the document. The selector displays the attribute, custom group, or consolidation elements of the attribute selected as the Source. This field is available only if Action Type (above) is set to Select Attribute Element.
Require confirmation: Determine whether to display a confirmation message before the user submits changes. This option is only available if the Action Type is set to Submit or Discard Changes.
Subsequent Actions: Specify what action to take once the user has submitted changes. This option is only available if the Action Type is set to Submit. The options are:
No subsequent action: Navigate back to the previous page once the user has submitted changes.
Refresh the current document: Refresh the display of the document once the user has submitted changes.
Run a new report or document: Specify a report or document to run once the user has submitted changes. Click Browse (...), then navigate to and select the report or document you want to run, and click OK.
Display message after submit: Determine whether to display a message after the user has submitted changes. Type text in the field to display it in the confirmation message. This option is only available if the Action Type is set to Submit.
Targets
Panel Stack: (Available only if Action Type is defined as Select Panel) Displays the target for the selector. To change the target, select another panel stack from the drop-down list of all the panel stacks in the document.
Available: Lists all Grid/Graphs and panel stacks on the document. Select the targets and click > to add them to the Selected targets list. The target of a selector is the object that changes its display based on the user's input. If the Action Type (above) is set to Select Panel, the Available list is not displayed.
Selected: Lists the targets of the selector. If the Action Type (above) is set to Select Panel, the Selected list is not displayed.
Apply selections as a filter:
Determines whether the selector filters or slices the data. The
selections made in a filtering selector are used to filter the underlying
dataset before the metric values are aggregated at the level of the Grid/Graph
that is displayed in the document. The selections made in a slicing selector
are used to determine which slices of data are combined and shown in the
Grid/Graph. For more details on the differences, including examples, see
Applying selections
as filters or slices.
Note: If targets
are automatically maintained, the Available
and Selected target lists are unavailable. For more information
about automatically maintaining targets and steps to enable or disable
automatic targets, see
Automatically
maintaining targets for selectors.
Mobile - iPad
Display selector docked to its panel stack: Determine whether the selector is displayed docked to its target panel stack when displayed on the iPad. This option is only available if the Action Type is set to Select Panel. This check box is cleared by default.
Advanced:
Automatically update when there is no data for the current selection: Determines how the target displays when no data exists. The selector that will update the first selector must target the panel stack. For an example, see Allowing a selector to be updated by other selectors.
To display a message that no data is returned, clear the check box.
To display an item, select the check box.
Show option for Total: Determines whether the selector shows the Total option, which displays the total for all attributes, custom groups, consolidation elements or metrics in the Target.
Show option for All: Determines whether the selector shows the All option, which displays all the attribute, custom group, or consolidation elements or metrics in the Target. By default, this check box is selected.
Alias: Replaces the All option in the selector with the entered text. If no text is entered, (All) is displayed. Available only if Show option for All is selected.
Current State: Determines how the target is displayed when the document is executed. When a user chooses items in the selector and saves the document, those selections update the Current State field. If the document is not saved, those selections are not saved and therefore the Current State field remains unchanged. For more information, including examples, see Determining how the target of a selector displays (current state). The options are:
Set to specific elements: (Available only if a user has chosen items in the selector) The target displays the elements that the user has chosen in the selector.
Use first: (Available only if Apply selections as a filter is cleared) The target displays data for the first specified number of items in the selector, as defined in the Number of elements field. For example, if the selector source is Region and Number of elements is defined as two, the first two regions (Central and Mid-Atlantic) are displayed.
Use last: (Available only if Apply selections as a filter is cleared) The target displays data for the last specified number of items in the selector, as defined in the Number of elements field. For example, if the selector source is Region and Number of elements is defined as one, the last region (Web) is displayed.
All: (Available only if Apply selections as a filter is cleared) The target displays data for all the items in the selector.
Unset (no filter): (Available only if Apply selections as a filter is selected) The target is not filtered and therefore displays data for all items in the selector. None of the selector items is selected.
Number of Elements: (Available only if Apply selections as a filter is cleared and either Use first or Use last is selected) Specifies the number of selector items to be displayed. For example, if the selector source is Region, Use last is selected, and Number of elements is defined as one, the last region (Web) is displayed.
Selection Type: Determines whether or not to display data for the items selected in the selector. For example, a selector contains a list of regions, and Central and South are selected. You can choose to display data only for the Central and South regions, or display data for all regions except Central and South. The options are:
Include (default): Displays data for the items selected in the selector.
Exclude: Displays all data except the data for items selected in the selector.
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