Using Selectors to Change the Data Displayed in a Document

Selectors provide documents and dashboards with interactivity, allowing you to change your view of the data. A selector can change:

Steps are below to choose items for each different selector type.

If the document  has a selector that includes the All option, you can select All to display data for all the items in the selector.

 

Note: By default, when a selector is first displayed and no items are selected, data for all the items is displayed. After you have chosen one or more items for which to display data, unselecting all the items in the selector will result in no data being displayed in the selector's target.

 

Selector Type

Steps

Drop-down

Example of Drop-down list Selector

  1. Open the document in Interactive Mode.

  2. Click the selector to display a list of items, then click an item to select it.

Slider

Example of a Slider selector

  1. Open the document in Interactive Mode.

  2. Click and drag the indicator on the slider to select a value. You can select the All option by selecting the value at the top of the slider (for sliders displayed vertically) or the leftmost value (horizontal slider). You can drag the ends of the indicator to change the range of values selected.

Listbox

Example of Listbox Selector

  1. Open the document in Express, Interactive, or Flash Mode.

  2. Click the item you want to select. If the designer has created the selector to allow you to choose more than one item, you can select multiple items by pressing CTRL and clicking additional items.

Button Bar

Example of a Button Bar selector

  1. Open the document in Interactive Mode.

  2. Click the button of the item you want to select. If the designer has created the selector to allow you to choose more than one item, you can click multiple buttons to select them.

Radio Button

Example of a Radio Button selector

  1. Open the document in Interactive Mode.

  2. Click the radio button next to the item you want to select.

Link Bar

Example of a Link Bar selector

  1. Open the document in Interactive Mode.

  2. Click the name of the item you want to select. If the designer has created the selector to allow you to choose more than one item, you can select multiple items by pressing CTRL and clicking additional items.  

Check Boxes

Example of a Check Boxes selector

  1. Open the document in Interactive Mode.

  2. Click the check box next to each item you want to select.

Metric Slider

Example of a Metric Slider selector

 

  1. Open the document in Interactive Mode.

  2. Click and drag the endpoints of the indicator to define the range of selected values. If the selector's title bar is displayed, you can determine whether to include or exclude data for the selected range, or change how the selector is used to filter data. Perform the following steps:

    1. You can determine whether to include or exclude data for the selected range. Click the arrow icon at the top right of the title bar to display a list of options, then select one of the following:

      • To use the selector to include data for selected values, select Include.

      • To use the selector to exclude data for selected values, select Exclude.

    2. To determine how the selector is used to filter data, click the arrow icon at the top right of the title bar to display a list of options, then select one of the following:

      • To filter based on the value of the metric displayed in the selector, select Value.

      • To rank the metric's value, where 1 is the highest value, and then filter by rank, select Rank Highest.

      • To rank the metric's value, where 1 is the lowest value, and then filter by rank, select Rank Lowest.

      • To filter the data to display the top x% of items in the target, select Rank % Highest. For example, if the target Grid/Graph contains eight items, Rank % Highest = 25 displays the top two items.  

      • To filter the data to display the bottom x% of items in the target, select Rank % Lowest. For example, if the target Grid/Graph contains eight items, Rank % Lowest = 25 displays the bottom two items.  

Metric Qualification

Example of a Metric Qualification selector

  1. Open the document in Interactive Mode.

  2. You can select metric values by defining a comparison baed on the metric. From the first drop-down list, select the operator (equals, greater than, and so on) to use for the comparison

  3. Type the value to filter on in the field. For example, you can choose to display revenue values greater than $5,000,000, or only the top-ranking 5 regions in term of revenue.

  4. Click the check mark to apply the qualification.

  5. To determine how the selector is used to filter data, click the arrow icon at the top right of the title bar to display a list of options, then select one of the following:

    • To filter based on the value of the metric displayed in the selector, select Value.

    • To rank the metric's value, where 1 is the highest value, and then filter by rank, select Rank Highest.

    • To rank the metric's value, where 1 is the lowest value, and then filter by rank, select Rank Lowest.

    • To filter the data to display the top x% of items in the target, select Rank % Highest. For example, if the target Grid/Graph contains eight items, Rank % Highest = 25 displays the top two items.  

    • To filter the data to display the bottom x% of items in the target, select Rank % Lowest. For example, if the target Grid/Graph contains eight items, Rank % Lowest = 25 displays the bottom two items.

 

 

 

 

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