Creating Auto Z Columns

You can create an Auto Z column that is displayed for charts and pivots when the threshold is exceeded.

*  To create the default Auto Z column:

  1. In Interactive Reporting Studio, navigate to the table or results, right-click, and select Add Computed Item.

    Computed Item is displayed.

  2. In Name, enter _autoz<filter name>.

    For example, to create a default column for the Quarter filter, create a computed item called _autozQuarter. The selected filter must be the first item in the Filters drop-down list. The filter name specified in the default column must match the name of the column in the table or results. Do not replace spaces with underscores.

  3. In Definition, enter the text to be displayed on the column.

    For example, enter ‘All Quarter Values’.

  4. Click OK.

  5. Select the pivot to be associated with the Auto Z feature.

  6. From the catalog pane, drag the computed item column onto Data Layout and into Column Labels.

    If the computed item cannot be dragged onto Data Layout, ensure that Pivot, then Refresh Data, then Manually is not selected. If it is selected, select another option and then drag the computed item into Column Labels. Reset Pivot, then Refresh Data, then Manually.

  7. In Step 4: Associate Frames with Charts, Pivots, or Tables of Dashboard Studio, select Allow first filter to be added to Z/Top Axis.

  8. Click Associate button to associate the sections with the frames.

  9. Click Apply Wizard button to apply the selection to the document.

  10. In Step 6: Configure Filters of Dashboard Studio, ensure that the filter is the first item in Active Filters, and click Apply Wizard button to apply the filters.

  11. Optional: In Step 7: Configure Properties of Dashboard Studio, enter a value for the Auto Z/Top Axis Threshold to restrict the pivot to the valid number of columns, and click Apply Wizard button.

    The default threshold value is 4.

    The Auto Z column is displayed in the configured section if the threshold is exceeded.