Widget toolbar

The analysis or chart widgets share the same toolbar.

This table describes the functions of the widget toolbar:

Icon Description
Filters Select and search for elements for each hierarchy.
edit_web.png Edit the properties of the widget. You can also edit the actions for manipulating data.
Properties Edit actions which are used for external manipulations of the widget.

The actions that are available from the toolbar are grouped in these categories:

Filter

Select and adjust elements for filter hierarchies.

See Select element.

Note: For advanced manipulation with filters, use the Change Data action.

Edit

Refine your widget. You can modify your element selection and adjust the data that is displayed.

Note: The specific options that are available depend on the type of chart or analysis that was selected. Available actions are described in the chart topics of Pick your chart.
  • Show Data: Display the data table.

    See Show data.

  • Show Chart / Show Analysis: Display the chart or analysis, respectively. After you select Show Data, you can switch back to your chart or analysis.
    Note: This option is only available for the Show Data mode.
  • Zero Suppression: Enable zero suppression on rows and columns or on categories and series, depending on the type of analysis.

    See Zero suppression.

  • Properties: Edit the widget title and description. For some types of widgets, additional properties are listed. To update the title, click the Refresh button that is located to the left of the widget title.

    See Properties in Self-Service wizard.

  • Change Categories: Modify the elements of categories of your analysis. To select a different hierarchy, use the Change Data option.

    See Change data in widgets.

  • Change Series: Modify the selected elements of series. You can select elements, children of a particular element, or Level that you want to display. To select a different hierarchy, use the Change Data option.

    See Change data in widgets.

  • Change Data: Change the data source, select different hierarchies for categories and series, adjust the selected elements, and modify filters.

    See Change data in widgets.

  • Swap Chart Axes: Exchange the axes. This means that you can swap the horizontal and vertical axes of your widget.
  • Change Chart Type: Change the visualization of your data.

    See Changing the chart type.

Options

Displays options for all widget types:

  • Explore Data: Start exploring your data with ad-hoc analysis.

    See Explore your data.

    Note: After you select to explore your data, you cannot return to your previous analysis or chart.
  • Add to Favorites: Add the widget to your list of favorites.
  • Export to PDF: View or save the widget in PDF format.
  • Export to Excel: View or save the data in Excel format. Values are exported, but the formulas from which they are derived are not.
    Note: This option is only available for the Show Data mode of your widget, Complexity analysis, and ad-hoc analysis.