Using the toolbar

To navigate or show data in a widget, you can click the text to the left of the toolbar options to display the toolbar menu. The menu includes these options:
  • Pick Elements

    Select Pick Elements to specify particular data that you want to be displayed in the widget or detailed report.

    For some widgets, these options are available under Pick Elements:

    • Show selected elements

      Select this option to display the element that you picked.

    • Show children of selected elements

      Select this option to display the children of the element that you picked.

    For example, if you picked All Items in the Pick Elements window, you can opt to display the All Items category in the chart by selecting Show selected elements, or display the children of All Items as categories in the chart by selecting Show children of selected elements.

  • Roll up

    Click Roll up to display the previous level after you have drilled down a chart.

  • Sort by

    For widgets with sorting, select the options listed under Sort by to change the measure that is used to sort the elements in the widget.

For some widgets, these options are also available in the toolbar:

  • Change Measure Type to

    Select a measure grouping, for example, amount or count, to view the related measures.

  • Last N Periods

    This option is available for by Period widgets. Select a period to change the number of periods that are displayed on the widget.

  • Change Visualization option

    Select a visualization to change the chart type that is used by the widget.

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