Actions

You can expand the filter section that is located below the analysis toolbar. When you click on the blue hierarchy in the filter section, you can move the hierarchy to analysis or select a different display type.

These actions are available when you click the gray header that lists the hierarchy:

• Select Elements: You can search for and select elements from the hierarchy that you want to display in your analysis. The selected element is highlighted and moved to the header. If you display multiple hierarchies and select an element in only one hierarchy, then the values in the other hierarchies are updated.
• Select Level: Zoom In or Zoom Out to the level you want to show. For example, All, Years, Quarters, or Months can be selected for the Period hierarchy.
• Select Display Type: Changes the display type of all elements of a hierarchy. The default display type is the caption. You can replace the caption with an attribute.
• Remove from Analysis: Removes the hierarchy from the analysis.

These actions are available on elements:

• Select: Moves the element to the header.
• Zoom In: Displays all children of the selected element, that is the elements and values at the next level down,without displaying the parents. For example, if you select the Period hierarchy and zoom in the All Years element, the list of years isdisplayed on the axis. If you zoom in the 2016 element, the list of four quarters of 2016 is displayed.
• Zoom Out: Displays the elements that are one level up from the selected element.
• Zoom to Level: Displays a selected level below the current element in a hierarchy. For example, if you click on the 2016 element, select zoom to level, and select the Month level, all 12months of 2016 are displayed.