View Rollup Instances for a Visualization

If a visualization is configured to use data rollup, you can view the projects or shells that contribute to the visualization data. The list includes only the instances that satisfy the rollup configuration defined by the administrator.

For a visualization that uses Dynamic rollup conditions, Unifier resolves the configured current-shell data element (DE) when you open the visualization. The list includes only instances whose configured target DE matches the value resolved from the current shell.

Note:

You cannot select or change the Dynamic DE in User mode. An administrator configures the Dynamic rollup condition. The results change automatically based on the shell in which you view the visualization.

Prerequisite

You must have Edit permission for the visualization to perform this task.

Procedure

To view rollup instances for a visualization:

1. Sign in to Unifier.
2. Go to the project or shell.
3. In the left Navigator, select Visualizations, and then locate and open the visualization you want to review.
4. In the visualization header, select View Rollup Instances.
5. In the Included Rollup Instances drawer, review the following information for each included project or shell:
   • Shell Number
   • Shell Name
   • Shell Location
   • Shell Status

   For Dynamic rollup conditions, the drawer displays only the instances that match the current shell's resolved DE value.

   For example, if the administrator configured Projects / Program Name to match the current shell's Program Name, viewing the visualization in the Healthcare Expansion shell displays only projects whose Program Name is Healthcare Expansion. Projects from unrelated programs are not included.

6. (Optional) In the Search field, enter a shell name, shell number, location, or status to locate a specific rollup instance.
7. Close the drawer to return to the visualization.