Tree limits controls that are added onto frames are blank because they are not yet configured. A control is populated from a table or results section that contains hierarchical values.
To create a hierarchy source, perform an action:
Create a query, and select the tables and columns to form a hierarchy; for example, country, state, and city (similar to Table 28).
Import a table that contains hierarchical values, similar to Table 28, into the Interactive Reporting document using a tab-delimited text file, CSV file, or an Excel spreadsheet.
The hierarchy source must be independent. That is, it must be separate from the business queries used to produce charts and pivots, because a tree limits control is constantly reading the hierarchy source to update contents. No filter column should be defined in the hierarchy source. This prevents dashboard filters users from accidentally reducing the number of available values in the tree limits control. For example, you want to use state and city in a tree. However, these columns are filters in a results section called Results A. Since filtered results should not be a hierarchy source, you should create a new query, drag state and city onto the Request line, and save the results as Results B. In QIQ Tree Limits Properties, select Results B (rather than Results A) as your hierarchy source.
To configure tree limits controls:
In Interactive Reporting Studio, open a dashboard that contains the Tree component.
From Sections, select QIQ Tree Limits Properties.
Select an option:
All Dashboards—All frames with tree objects in Tree Limits Objects
Configured Dashboards—Only configured frames are available
Unconfigured Dashboards—Only unconfigured frames are available
From Tree Limits Objects, select the items to be configured.
Optional:
To view the tree limits dashboard, click
To delete the columns specified for a tree limit, click
In Tree Limit Configuration, select Filters or Query Limits:
If Filters is selected, a filter applied to the tree limits is applied to results, that is, the local data that was retrieved from the database. For this reason, filters are also known as local filters. The advantage of using filters is that tables, pivots, and charts are updated instantly without reconnecting to a database. A filter is also applied to the results sections that contain the filter column, so tables, pivots, and charts are consistent throughout the Interactive Reporting document.
If Query Limits is selected, the tree limits object is applied to the selected query and data model sections of the document. The advantage of using query limits is that only requested queries are updated, so fewer results, charts, and pivots require recalculating. See Selecting Query and Data Model Sections. However, a connection to a database, to process the queries, is required for tables, pivots and charts to be updated.
From Hierarchy Source, select the results or table that the Tree component uses to obtain a hierarchy.
Data in this section determines the selections in the tree limits list. Therefore, the section contains hierarchical data with columns called; for example, Region, Territory, and Country or Product Name, Product Line, and Product Family.
Move selected columns in the hierarchy that are displayed in the tree limits list, by clicking and
.
Optional: Reorder selected columns, by selecting a column and clicking or
.
Click Apply.
The tree limits list contains a tree view.
Note:
Use the Checkpoint control to cache and reinstate (if required) filters only, not query limits. See "Using Checkpoint Control" in the Hyperion Interactive Reporting – Object Model and Dashboard Development Services Developer's Guide, Volume 5: Dashboard Studio.