Entering Values to a Value List

You can define values for the new value list. When defining the value list, note that the order of the values determines their order in the drop-down list, as it will appear later in forms, scorecards, and other objects.

Weight determines the numerical conversion for the value when used within advanced functions, as well as the graphic representation (bubbles size) in the Investor Map. By default, the weight of each value reflects its order in the list starting with "1". For more information on weight in functions, refer to the getValueList in Horizontal Function Syntax in Working with Categories.

To define values for the new value list:

  1. In the Values step of the Value List Wizard, in the Name column, enter the values you want to include in the value list. All the values in a single values list must be unique, and casing doesn't matter. For example, you cannot have "Europe" and "europe" in the same values list.
  2. (Optional) In the Weight column, change the default weight of each value.

    The assigned weight helps translate a textual value in the list to a numeric value. This is needed when the value list is used as the basis for calculating a function. For example, a function can be used to convert values in a value list to different bubble sizes in the Investor Map. Each value's designated weight determines the size of the bubble in the map. Higher weight numbers receive a greater the value.

  3. Click Insert [None] to include the value [None] in the value list. This enables selecting [None] as a valid value for a cell (in a Scorecard or Form).
    The order of the rows determines the order of the values in the drop down list in Forms/Scorecards.
  4. You can move a selected value row around by using the Move Row controls.
  5. Click Reset Weights to reset the weights according to the new order in the list.
  6. To Disable a value, select the value in the list and click Disable. The value will disappear from the list. Check the `Show all values' box to see all the disabled values included in the list. When a disabled value is focused, it can be enabled by clicking Enable.

    Note: When you disable a value, this value will not be available for assignment to cells. However, cells that currently have this value will continue to show this value.

  7. To rename a value, select the name of the value in the Name column and enter a new name for the value.

    Note: Contrary to when you remove a value from the list, when you rename a value, all cells that currently have the old value will show the new name.

  8. Click Next to proceed to the next step of the Value List Wizard, or click Finish to save the value list and exit the wizard.

Related Topics

Value Lists

Creating a Value List with the Value List Wizard

Entering General Value List Information

Filtering Values in a Values List

Viewing and Editing In Folders Information

Defining Security Permissions



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Last Published Thursday, December 10, 2020