You should be familiar with the various properties that define how a selector looks and what it controls, such as target and source. See Defining selectors for descriptions.
Steps to apply selections as filters or slices
The selections a user makes in a selector can either filter or slice the data in the target:
Filtering means that the data for the current selection is calculated only when it is requested by the user. The selections are used to filter the underlying dataset before the metric values are aggregated at the level of the Grid/Graph that is displayed in the document. If the source attribute is not included in the Grid/Graph, the metric values from all the selected elements are aggregated and shown at the level specified in the Grid/Graph.
All metric condition selectors (which filter metric values or ranks) and selectors that target other selectors filter data by default. You cannot change them to slicing selectors.
Slicing means that the data for each available item in the selector is calculated in advance when the document is first displayed. Selections made while viewing the document are used to determine which slices of data are combined and shown in the Grid/Graph. Even if the source attribute is not included in the Grid/Graph, the data is still sliced at the level of the source attribute, and therefore the metric values from multiple selected items are not added together. Instead, the data for each selected element is shown separately in the Grid/Graph, the same as if the source attribute had been included in the Grid/Graph.
Other important differences between filtering and slicing selectors are described below:
Slicing allows the total to be displayed as an item in the selector. A filtering selector does not display the total as a selector item.
Slicing allows you to specify that the selector automatically uses a default selection when other changes in the document cause the selection made by the user to return no data. Default selections are not available for filtering selectors. For background information on default selections, see Determining how the target of a selector displays when no data exists.
If a selector is sliced, you can define the current state, which determines how the target is displayed when the document is executed. The target can display all the selector items, a specific number of the first items in the selector, or a specific number of the last items in the selector. If a selector is filtered, you can define the current state as unset only, which displays all the selector items. For more information on the different states, see Determining how the target of a selector displays (current state).
When a document is viewed off-line:
If a selector is applied using filtering, only the data for the current selections are included in the document. An off-line user cannot change the selector and update the target.
If a selector is applied using slicing, all the slices, and therefore all the data, are included in the document. An off-line user can change the selector and update the target.
This procedure assumes you have already created a selector. The selector must not be a metric condition selector, or a selector that targets another selector.
To apply selections as filters or slices for a specific selector
If you do not define whether a particular selector slices or filters the data, the document-level property is used. For instructions to set it, see To apply selections as filters or slices (document-level).
Open the document in Design or Editable Mode.
Right-click the selector to update, and select Properties and Formatting. The Properties and Formatting dialog box opens.
From the left, click Selector.
Do one of the following:
To apply the selections as a filter, select the Apply selections as a filter check box.
To apply the selections as a slice, clear the Apply selections as a filter check box.
Click OK to return to the document.
To apply selections as filters or slices (document-level)
This document-level property is used to define the behavior of new selector targets, except when the target being added is already the target of another selector that uses the same source. In that case, the target uses the behavior defined in the other selector. Metric condition selectors are always filtering selectors, since they filter metric values and ranks.
Open the document in Design or Editable Mode.
From the Tools menu, select Document Properties. The Document Properties dialog box opens.
From the left, click Document.
Do one of the following:
To apply the selections as a filter, select the Apply selections as a filter for all new targets check box.
To apply the selections as a slice, clear the Apply selections as a filter for all new targets check box.
Click OK to return to the document.
Related topics
Providing interactivity to users: Selectors
Adding a selector to a document
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