Link Views in Master-Detail Relationships

You can link views so that one view drives changes in other views.

For example, when you select 2011 as a 'Year' value in the master view, you see 2011 data in a chart in the detail view .

You define two views to link:

• A master view that drives data changes in one or more detail views.

  The following types of views can be master views: funnel graph, gauge, graph, heat matrix, map, pivot table, table, and trellis. In a trellis view, only on the outer edges, can be master views, not the inner visualizations.

  Master views can be the same analysis as the detail view or in a different analysis.

  A master view contains a master column, where you set up the interaction that sends master-detail events on a channel. A channel carries master-detail events to the detail view. The master view must be displayed in the body of the view; it can’t display on the page edge or section slider.

• A detail view that responds to events such as clicking on a value in a master view table.

  The following types of views can be detail views: funnel graph, gauge, graph, heat matrix, map, pivot table, table, and trellis. In a trellis view, only the outer edge can be detail views, not the inner visualizations.

  A detail view:

  • Can listen for events from multiple master views.

  • Can be in the same analysis as the master view or in a different analysis.

  • Can’t act as a master view to another view.

Topics

• Define Master Views

• Define Detail Views

Define Master Views

As part of the process of linking views in master-detail relationships, you define the master view that sends changes to the detail views.

1. Open the analysis for editing.
2. For the column that is to be the master column, in the Criteria tab, click the Options button and select Column Properties.
   Make sure that you use one of the supported types for master views.
3. On the Column Properties dialog, click the Interaction tab.
4. In the Primary Interaction box in the Value area, select Send Master-Detail Events.
5. In the Specify channel field, enter a name for the channel on which the master view sends master-detail events.
   For example, if you're selecting a geographical region, you might name the channel "RegionChoice".
   
   Description of the illustration analysis68.gif
6. Click the Results tab to view the default table or pivot table view.
7. Click OK.

Define Detail Views

As part of the process of linking views in master-detail relationships, you define the detail views that receive changes from the master view.

Note: Make sure that you position the master view column (that is, the column in the master view with Primary Interaction set to “Send Master-Detail Events”) on the Prompts or Sections area of the detail view.

1. Open the analysis for editing.
2. Click the Results tab.
3. Create the view that you want to use as the detail view.
   Make sure that you use one of the supported types for detail views.
4. On the view's toolbar, click Edit.
5. Drag the master view column (with Primary Interaction set to “Send Master-Detail Events” in the master view) to either the Prompts box or the Sections box, then click Done.
6. Click the View Properties button on the toolbar of the view's editor. The view's property dialog is displayed.
7. Select Listen to Master-Detail Events.
   The location of the Listen to Master-Detail Events option depends on the view type, as follows:
   • Gauge Properties dialog: General tab
   • Graph Properties dialog: General tab (for a graph or funnel graph)
   • Heat Matrix Properties dialog: General tab
   • Map Properties dialog: Interaction tab
   • Pivot Table Properties dialog: Style tab
   • Table Properties dialog: Style tab
8. In the Event Channels field, enter the name of the channel that you defined in Step 5 in Define Master Views.
   For example, you might have named a geographical region channel "RegionChoice".

   Channel names are case-sensitive and must match exactly the channel names specified in the master view. Separate channels with commas, for example, channel a, channel b.

9. Click OK.

In the following example, a table view of a City Revenue analysis is linked to a bar graph through a master-detail relationship.

In the graph view, the City column is configured as the master view. The City column sends events to the graph view through the specified CityChoice channel.

The graph view has a prompt that enables users to choose a city. Data on the graph is displayed based on the city choice.

Description of the illustration views62.gif

The graph is the detail view, with the City prompt listening for events from the table view on the specified CityChoice channel. Suppose the user clicks on a value in the City column in the table view. The prompt in the graph view is set to that city, and the graph is refreshed.