Add Selection Steps

Use selection steps to select the levels or members you want to display in a table or pivot visualization that uses a level or parent-child hierarchy.

You can add selection steps to the filter bar, to a dashboard filter, or to an individual visualization.

For information about how to use the different actions and operators, see Selection Steps Action and Operator Reference.

This tutorial shows you how to create selection steps in the filter bar for a level hierarchy and a parent-child hierarchy:

Tutorial

1. On the Home page, hover over a workbook, click Actions, then select Open.
2. In the Data pane, drag and drop a hierarchical data element to one of the following:
   • The filter bar to create a selection step to broadly limit the data on one or all canvases.
   • A dashboard filter on the canvas to create a selection step as a dashboard filter control that consumers can interact with.
   • The Filters area of the Grammar pane for a specific visualization to create a selection step to limit data in only that visualization.
3. In the Selection Steps dialog:
   1. Select an action from the Actions drop-down list.
      
      
      Description of the illustration selection_steps_dialog_actions.png
      
      
   2. Select an operator from the Operators drop-down list.
      
      
      Description of the illustration selection_steps_dialog_operators.png
      
      
   3. Use Ctrl-click to select the levels or members from the Values drop-down list.
4. Optional: To quickly see the exact members selected, click the green highlighted number in the member selection drop-down list.
   
   
   Description of the illustration selection_steps_dialog_overview.png
   
   
5. Click Save.