Widget toolbar

The analysis or chart widgets share the same toolbar.

This table describes the functions of the widget toolbar:

Icon Description
Chart Click icon Select the default action to use when clicking the chart.
Filters icon Select and search for elements for each hierarchy.
Edit icon Edit the properties of the widget. You can also edit the actions for manipulating data.
Properties icon Edit actions which are used for external manipulations of the widget.

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

Chart Click

Self-Service enables you to view a summary of data points in your chart, as well as to drill down to view the information in more detail.

To view a summary of the information, hover your cursor over the data point.

Use the Chart Click icon to select one of these actions:

  • Select: Highlights the clicked element. This can be used as a filter for other widgets that are connect through widget communication. This is the default setting.
  • Zoom in: Drills down one level in a hierarchy to show more detail.
  • Zoom to: Drills down to a specific level in the hierarchy. Select the level you want to drill down to, then click OK.
  • No action: Disables Chart Click actions.

To return to the previous level, click Back.

Note: Drill down is not available for Bubble Chart Over Time or for Analysis Widgets.

Filter

Select and adjust elements for filter hierarchies.

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.
  • 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.
  • 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.
  • Change Categories: Modify the elements of categories of your analysis. To select a different hierarchy, use the Change Data option.
  • 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.
  • Change Data: Change the data source, select different hierarchies for categories and series, adjust the selected elements, and modify filters.
  • 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.

Options

Display options for all widget types:

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