Properties and Formatting dialog box: Selector

The Selector options are displayed only if a selector is chosen in the document. The Selector options vary depending on the type of selector:

Object selectors allow users, in Interactive Mode, to flip through the panels in a panel stack or display different metrics, attributes, custom groups, or consolidation elements in a Grid/Graph. To view the selector properties for a object selector, see Properties for an object selector. (If the Action Type choices are Select Attribute Element, Select Metric, Select Panel, and Select Metric Condition, you are working with an object selector.)
Transaction Services selectors allows users to view and edit their business data in a Transaction Services-enabled document. To view the selector properties for a Transaction Services selector, see Properties for a Transaction Services selector. (If the Action Type choices are Submit, Recalculate, and Discard Changes, you are working with a Transaction Services selector.)

Options for an object selector

You can change the following options for an object selector using the Selector options in the Properties and Formatting dialog box.

Selector
- Action Type: Defines the type of selector. The types are described below:
- - Select Attribute Element: When the document is displayed, the selector will display a list of the elements from the attribute, custom group, or consolidation selected in the Source field (below).
  - Select Metric: When the document is displayed, the selector will display a list of the metrics available in the Grid/Graphs selected as the Target (below).
    
    Note: Metrics in text fields within the target are not listed. For example, a panel stack is selected as a Target and contains a metric in a text field. That metric is not displayed in the Select Metric list.
  - Select Panel: When the document is displayed in XBRi, the selector will display a list of the panels available in the panel stack selected as the Target (below).
    
    Note: If the Action Type is set to Select Panel, the Checkboxes style is unavailable, since you cannot display multiple panels simultaneously. Also, the Apply selections as a filter check box is unavailable, as panels are not used to filter or slice data.
  - Select Metric Condition: Users can create a metric qualification or select metric values on a slider to qualify data based on the value of a metric. For metric qualification and metric slider selectors, the Action Type is set to Select Metric Condition by default, and cannot be changed.
- Source: (Available if Action Type is set to Select Attribute Element) Lists all of the attributes in all of the datasets in the document. The selector displays the attribute, custom group, or consolidation elements of the attribute selected as the Source.
- Display Forms: (Available if Action Type is defined as Select Attribute Element and a Source is selected) Determines which forms are displayed in the selector. By default, Automatic is selected, which means that the default forms are displayed. Choose Custom to select from the list of available forms. If you select multiple forms, you can change the order of the forms (for example, if Last Name is displayed before First Name).
- Sort: (Available if Action Type is defined as Select Attribute Element and a Source is selected) Determines how the form is sorted. Click the button to open the Sort dialog box, then select a form and whether to sort it in ascending or descending order.
- Form Separator: (Available if Action Type is defined as Select Attribute Element and a Source is selected) Defines the character that separates different forms displayed in the selector. Select a separator from the list, or choose Other and type the character in the box. You can use up to three characters for the separator.
Targets
- Panel Stack: (Available if Action Type is defined as Select Panel) Displays the target for the selector. To change the target, select another panel stack from the drop-down list of all the panel stacks in the document.
- Available: (Available if the Action Type is not set to Select Panel) Lists all Grid/Graphs and panel stacks on the document. Select the targets and click > to add them to the Selected targets list. The target of a selector is the object that changes its display based on the user's input.
- Selected: (Available if the Action Type is not set to Select Panel) Lists the targets of the selector.
- Apply selections as a filter: Determines whether the selector filters or slices the data. The selections made in a filtering selector 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. The selections made in a slicing selector are used to determine which slices of data are combined and shown in the Grid/Graph.
  
  Note: If targets are automatically maintained, the Available and Selected target lists are unavailable. For more information about automatically maintaining targets and steps to enable or disable automatic targets, see Automatically maintaining targets for selectors.
Mobile
- Display selector docked to its panel stack: (Available if the Action Type is set to Select Panel) Determine whether the selector is displayed docked to its target panel stack when displayed on an iPad, iPhone, or Android device. This check box is cleared by default.
Advanced:
- Automatically update when there is no data for the current selection: Determines how the target displays when no data exists. The selector that will update the first selector must target the panel stack. For an example, see Allowing a selector to be updated by other selectors.
- - To display a message that no data is returned, clear the check box.
  - To display an item, select the check box.
- Show option for Total: Determines whether the selector shows the Total option, which displays the total for all attributes, custom groups, consolidation elements or metrics in the Target.
- Show option for All: Determines whether the selector shows the All option, which displays all the attribute, custom group, or consolidation elements or metrics in the Target. By default, this check box is selected.
- - Alias: (Available if Show option for All is selected) Replaces the All option in the selector with the entered text. If no text is entered, (All) is displayed.
- Current State: Determines how the target is displayed when the document is executed. When a user chooses items in the selector and saves the document, those selections update the Current State field. If the document is not saved, those selections are not saved and therefore the Current State field remains unchanged. The options are:
- - Set to specific elements: (Available only once a user has chosen items in the selector) The target displays the elements that the user has chosen in the selector.
  - Use first: (Available only if Apply selections as a filter is cleared) The target displays data for the first specified number of items in the selector, as defined in the Number of elements field. For example, if the selector source is Region and Number of elements is defined as two, the first two regions (Central and Mid-Atlantic) are displayed.
  - Use last: (Available only if Apply selections as a filter is cleared) The target displays data for the last specified number of items in the selector, as defined in the Number of elements field. For example, if the selector source is Region and Number of elements is defined as one, the last region (XBRi) is displayed.
  - All: (Available only if Apply selections as a filter is cleared) The target displays data for all the items in the selector.
  - Unset (no filter): (Available only if Apply selections as a filter is selected) The target is not filtered and therefore displays data for all items in the selector. None of the selector items is selected.
- Number of Elements: (Available only if Apply selections as a filter is cleared and either Use first or Use last is selected) Specifies the number of selector items to be displayed. For example, if the selector source is Region, Use last is selected, and Number of elements is defined as one, the last region (XBRi) is displayed.
- Selection Type: Determines whether or not to display data for the items selected in the selector. For example, a selector contains a list of regions, and Central and South are selected. You can choose to display data only for the Central and South regions, or display data for all regions except Central and South. The options are:
- - Include (default): Displays data for the items selected in the selector.
  - Exclude: Displays all data except the data for items selected in the selector.

Options for a Transaction Services selector

You can change the following options for a Transaction Services selector using the Selector options in the Properties and Formatting dialog box.

Selector
- Action Type: Determines the type of action to perform when the user clicks the selector.
- - Submit: Select this option to allow the user to submit their changes and update the data in their data source.
  - Recalculate: Select this option to recalculate the values of derived metrics, subtotals, reapply number and date formatting, and update other values calculated by the Analytical Engine when the user clicks the selector. No data is submitted to the Transaction Services report.
  - Discard Changes: Select this option to allow the user to discard their changes. The user's changes to values displayed in the target Grid/Graph or panel stack of the selector are reverted to their values from the last time the changes were submitted.
- Require confirmation: Determines whether to display a confirmation message before the user submits changes. This option is only available if the Action Type is set to Submit or Discard Changes.
- Subsequent Actions: Specifies what action to take once the user has submitted changes. This option is only available if the Action Type is set to Submit. The options are:
1. - No subsequent action: Navigate to the previous page once the user has submitted changes.
  - Refresh the current document: Refresh the display of the document once the user has submitted changes.
  - Run a new report or document: Specify a report or document to run once the user has submitted changes. Click ... (the browse button), then navigate to and select the report or document to run, and click OK.
  - - Answer prompts with the same answers as the source: If you have chosen to have a report or document automatically run after the user submits his changes, you can choose to use the same prompt answers that were chosen in the source document to answer the prompts in the target report/document. Select this option to use the same prompt answers. This option requires that both the source and target report/document use the same prompts. The user will still be prompted for any prompts that exist in the target but that do not exist in the source.
- Force Live Execution: In a Transaction Services-enabled document in which another report or document will be run when the user submits his changes, specify whether the report or document will be executed using data cached on the mobile device. If you choose to have the report or document run without using data cached on the mobile device, the report or document will automatically be executed using data cached on the Intelligence Server, if available. If no cached data is available on the mobile device or Intelligence Server, the report or document will be executed against the data source. Select this option to run the report or document without using data cached on the mobile device. This option is only available if the Action Type is set to Submit and the Run a New Report or Document option is selected.
- Display message after submit: Determines whether to display a message after the user has submitted changes. Type text in the field to display it in the confirmation message. This option is only available if the Action Type is set to Submit.
- Invalidate Mobile Device Cache: A Transaction Services-enabled document that is pre-cached is run in the background, and its results are stored on the mobile device to improve the speed with which the document is run. Select this option to automatically mark a document’s results as in need of updating after the user submits his changes. If the document is defined to be pre-cached, the document will be automatically pre-cached each time the user submits his changes. If the document is not defined to be pre-cached, the document will be automatically executed using data cached on the Intelligence Server the next time the document is run. If no cached data is available, the document will be executed against the data source. This option is only available if the Action Type is set to Submit.
Targets
- Available: (Available if the Action Type is not set to Select Panel) Lists all Grid/Graphs and panel stacks on the document. Select the targets and click > to add them to the Selected targets list. The target of a selector is the object that changes its display based on the user's input.
- Selected: (Available if the Action Type is not set to Select Panel) Lists the targets of the selector.
Note: If targets are automatically maintained, the Available and Selected target lists are unavailable. For more information about automatically maintaining targets and steps to enable or disable automatic targets, see Automatically maintaining targets for selectors.