Tags:
• Creator
• Explorer

The select menu is used as an easy way to interact with items you have used recently or are of interest to your view.

For creator users, creating reporting deliveries guardrails can be applied on selector items when saving an analysis.

In this article

1. Select menu
2. Guardrails on selectors

1. Select menu

The select menu will appear as soon as you click on the interactive title. Alternatively, you can click directly on select in the menu bar.

By default, the select menu will open on top of your table. You can move to the right side of the analysis pane by clicking on the arrow next to recent items.

You can manipulate the current view by toggling the checkboxes on and off or change the selection, filter or display by adding or removing other items to your analysis. This saves the time of trying to locate the items in the project tree and allows you to work with popular items more fluidly.

Recent items

Clicking select will open the list of recent analysis items and also show you what is currently selected.

• Items can be included/excluded from the analysis by using the select menu and using the drop boxes.
• Elements from a grid appear in the same selector as the grid’s axes even if they are being graphed in a different dimension.

You can expand and collapse recent items as well each axis and interact with the elements within it. You also have the option to Deselect all or Select all elements.

Add/replace

The add/replace feature in the selectors allow the selector to toggle between being a single item selector (i.e., replace) and a multiple item selector (i.e., add)

2. Guardrails on selectors

Guardrails reduce the chance of people looking at data that might not be relevant to their decision making needs. They ensure that everyone is basing decisions or generating insights from the most relevant information.

Guardrails limit the selection for a shared, saved analysis. This allows creators to save default and preferred settings to a saved analysis so that a viewer audience has a targeted and optimal interaction experience. Guardrails are particularly useful to those creating reporting deliveries, so that selection options are limited to those applicable or essential to their audience.

When exploring data, you can place items into across (columns) down (rows) or filter combinations.  This feature tracks these combinations that you have created so that when the Save View Icon + is clicked to save your analysis, it will adhere to the combinations that you have created. Items that are in use for the across or down will now be an available option as a filter for any saved stories or dashboards.

You can also decide which selection interactions will be available to your audience through settings in the select menu.

Settings

Once clicked it will display all of the selected items that will be available in the delivered view. You then can adjust the usage options for that item to be a combination of across, down and filter. The systems will select some logical defaults which can also be overridden at this stage. All settings will be 'retained' when a view is saved into a story.