Print      Open PDF Version of Online Help

Analytics > Designing an Analysis > Step 2: Reviewing Results and Creating Layouts > Linking Master and Detail Views

Linking Master and Detail Views

You can establish a relationship between two or more views so that one view, called the master view, drives data changes in one or more other views, called detail views. A view becomes a master view when you set up the interaction of a column in the view to send master-detail events on designated channels. This column is the master column. When the master column is clicked in the master view, the definition of the cell (or item) that was clicked is passed through a channel to the detail view. This is referred to as a master-detail event.

A detail view is a view that listens for and responds to the master-detail events that are sent by a master view on a specified channel. A detail view includes one or more columns whose values are changed directly by the information passed by a master-detail event. These are the detail columns.

When a master-detail event is sent to a detail view, the master-detail event information is reviewed to determine which column in this information matches the detail column. When a match is found, the detail column is updated with the values from the master column, and then the entire detail view is refreshed.

The following types of views can be set up as master views or detail views:

• Funnel
• Gauge
• Graph
• Pivot table
• Table
• Trellis (only the outer edges, not the inner visualizations)

When setting up master and detail views, note the following considerations:

• A detail view can listen for master-detail events from multiple master views.
• A detail view cannot act as a master to another view.
• The master view and the detail view can be in the same analysis or in different analyses.
• You must use the same channel for both the master view and the detail view in a master-detail relationship.
• Any type of column (attribute or measure) can be a master column. However, a column that is in the Prompts drop target or the Sections drop target in the master view cannot be a master column. The master column must be placed in the body of the view.
• A detail column must:
  • Match a column in the master view.
  • Be in either the Prompts drop target or the Sections drop target of the detail view, depending on the type of view. For Table and Pivot Table views, it must be in the Prompts drop target. For Graph and Gauge views, it can be in either the Prompts drop target or the Sections drop target.

The following procedure describes how to set up a master view.

To set up a master view

1. In the Criteria tab of the analysis editor, in the drop-down menu for the column that you want to be the master column, select Column Properties.
2. In the Column Properties dialog box, click the Interaction tab.
3. In the Primary Interaction field in the Value section, select Send Master-Detail Events.
4. In the Specify channel field, enter a name for the channel on which the master view sends master-detail events. You can use any appropriate name, for example, Sales Analysis Channel, Channel 1, or channel 1.
5. Click OK to close the Column Properties dialog box.
6. Click the Results tab in the analysis editor, and then add the view that is to be used as the master view.

   The master view must include the master column.

7. Save the analysis.

The following procedure describes how to link a detail view to a master view.

To link a detail view to a master view

1. Edit the view that you want to be the detail view.

   NOTE: The detail view can be in the same analysis as the master view, or in a different analysis.

2. In the view editor, in the toolbar, click the icon to edit the view properties.

   For example, in a Table view, click the Table View Properties icon.

3. In the properties dialog box for the view, select the Master-Detail check box.

   TIP: The Master-Detail check box appears in the General tab of the Gauge Properties dialog box, the General tab of the Graph Properties dialog box, and the Style tab of the Table Properties dialog.

4. In the Event Channels field, enter the name of the channel on which the detail view is to listen for master-detail events.

   The Event Channels field is enabled only when you select the Listen to Master-Detail Events check box. Use this field to enter one or more channels on which the detail view is to listen for master-detail events raised by one or more master views. The channel name is case-sensitive and must exactly match the channel name specified in the master view. Separate channel names with a comma, for example, channel a, channel b.

5. Click OK to close the properties dialog box.
6. In the Layout pane, drag the column (or columns) to be the detail column (or columns) to either the Prompts drop target or the Sections drop target, as follows:
   • If the detail view is a Table or Pivot Table view, then drag the column or columns to the Prompts drop target.
   • If the detail view is a Graph or Gauge view, then drag the column or columns to the Prompts drop target or to the Sections drop target, whichever you prefer, unless the Graph or Gauge view has a column on the Prompts drop target. Then, you must drag the column or columns to the Prompts drop target.

     NOTE: You must drag and drop all detail columns to the same drop target. You cannot have some on the Prompts drop target and some on the Sections drop target.

7. Click Done.
8. Save the analysis.