You can create and add derived attributes to a dashboard or document, based on dataset objects already included in the dashboard or document. To do so, you define the derived attribute using the Attribute Editor.
For example, your dashboard contains the Employee attribute, which contains
separate attribute forms for the first name and last name of each company
employee. You can create a derived attribute based on Employee, with the
definition Concat(Leftstr(Employee@First Name,1),".",Employee@LastName)
.
When the derived attribute is displayed in the dashboard, it displays
each employee by first initial and last name.
Derived attributes created in a dashboard are saved with the dashboard's definition and cannot be used in other dashboards, documents, or reports. Similarly, derived attributes created in a document are saved with the document's definition and cannot be used in other documents, dashboards, or reports.
The following options are available:
Functions: You can add functions to the definition of the derived attribute. You can filter the list of functions displayed by typing the name of a function in the search field, or by selecting a function category from the drop-down list. Choose from the following:
To add a function by selecting function arguments and being guided through the process, hover the cursor over the name of the function, then click Edit. Select each argument required for the function, then click Add. The function is added to the pane on the right, along with the arguments that you have selected.
To add a function directly to the definition of the attribute, double-click the name of the function to add. The function is added to the pane to the right.
To view a short description of a function, click its name in the list. A description of the function is shown at the bottom of the interface. Click Details to view more detailed information about the function and its arguments.
To find a specific function, do one of the following:
Type the name of a function in the search field.
Browse for the function by selecting a function category from the drop-down list.
Objects: You can add dataset objects, such as attributes and metrics, to the definition of the derived attribute. In the list, double-click dataset objects to use to create the derived attribute. Each object is added to the pane on the right. You can filter the list of dataset objects displayed by typing the name of the object in the search field, or by selecting a specific category of dataset object from the drop-down list, as follows:
To display all dataset objects across all datasets in the dashboard or document, select All.
To display the dataset objects in a specific dataset, select the name of the dataset.
To display all dataset objects that are not metrics, such as attributes, custom groups, and consolidations, select Attribute.
To display metrics only, select Metric.
Attribute Name: In the field, type the name of the derived attribute.
If desired, you can type the definition of the derived attribute directly into the pane on the right. As you type, matching objects are displayed in a drop-down list. You can click an object or continue to type.
By default, the derived attribute contains the ID attribute form. You can define additional attribute forms for the derived attribute. To do so, click the plus (+) icon above the pane on the right. A tab for a new attribute form is created and displayed. In the pane on the right, define the attribute form using the same options that you used to define the ID attribute form, as described above. Any attribute forms besides the ID attribute form must be based on the value of the ID attribute form.
To edit an attribute form, click the tab of the attribute form to switch to it, then define the attribute form as described above.
To rename the attribute form, double-click its name on the tab. Type a new name and press ENTER to apply your changes.
To delete an attribute form, click X on its tab.
To create and add a derived attribute to a dashboard:
When you create a derived attribute, you can also add the derived attribute immediately to a specific visualization to be displayed. Do one of the following:
To create the attribute without adding it to a visualization, from the Datasets panel, right-click the dataset to add the attribute to, and select New Attribute.
To create the attribute and add it immediately to a specific visualization, from the visualization’s Editor panel, right-click the attribute to use to create the derived attribute, and select New Attribute.
The Attribute Editor opens.
Select the appropriate options to create the attribute, as described above.
When finished, click Save to save your changes. Your derived attribute is created and added to the dashboard.
To create and add a derived attribute to a document:
In Editable Mode in a document, from the Datasets panel, right-click the dataset to add the attribute to, and select New Attribute. The Attribute Editor opens.
Select the appropriate options to create the attribute, as described above.
When finished, click Save to save your changes. Your derived attribute is created and added to the document.
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