MicroStrategy ONE

Properties and Formatting Dialog Box: Selector

If you arrived here from Workstation, see the Workstation Document Authoring Help.

The Selector options are displayed if a selector is chosen in the document. The Selector options vary depending on the type of selector:

  • Object selectors allow users to flip through the panels in a panel stack, filter a metric, or display different metrics or elements of attributes, custom groups, or consolidations. To view the selector properties for a object selector, see Properties and Formatting Dialog Box: Selector. If the Action Type choices are Select Attribute Element, Select Attribute, Select Metric, Select Panel, and Select Metric Condition, you are working with an object selector.
  • Transaction Services selectors allows users to view and edit their business data in a Transaction Services-enabled document. To view the selector properties for a Transaction Services selector, see Properties and Formatting Dialog Box: Selector. If the Action Type choices are Submit, Recalculate, and Discard Changes, you are working with a Transaction Services selector.

Options for an Object Selector

You can change the following options for an object selector using the Selector options in the Properties and Formatting dialog box.

  • Selector
    • Action Type: Defines the type of selector. The types are described below:
    • Select Attribute Element: When the document is displayed, the selector displays a list of the elements from the attribute, custom group, or consolidation selected in the Source field (below).
    • Select Attribute: When the document is displayed, the selector displays a list of attributes to display in the reports selected as the Target (below). This type of selector allows the user to see the data at the level that they want.
    • Select Metric: When the document is displayed, the selector displays a list of the metrics available in the reports selected as the Target (below).
    • Metrics in text fields within the target are not listed. For example, a panel stack is selected as a Target and contains a metric in a text field. That metric is not displayed in the Select Metric list.

    • Select Panel: When the document is displayed in Web, the selector displays a list of the panels available in the panel stack selected as the Target (below).

      If the Action Type is set to Select Panel, the Checkboxes style is unavailable, since you cannot display multiple panels simultaneously. Also, the Apply selections as a filter checkbox is unavailable, as panels are not used to filter or slice data.

    • Select Metric Condition: Users can create a metric qualification or select metric values on a slider to qualify data based on the value of a metric. For metric qualification and metric slider selectors, the Action Type is set to Select Metric Condition by default, and cannot be changed.
    • Source: (Available if Action Type is set to Select Attribute Element) Lists all of the attributes in all of the datasets in the document. The selector displays the attribute, custom group, or consolidation elements of the attribute selected as the Source.
    • Display Forms: (Available if Action Type is defined as Select Attribute Element and a Source is selected) Determines which forms are displayed in the selector. By default, Automatic is selected, which means that the default forms are displayed. Choose Custom to select from the list of available forms displayed in the Attribute Forms dialog. If you select multiple forms, you can change the order of the forms (for example, if Last Name is displayed before First Name).
    • Sort: (Available if Action Type is defined as Select Attribute Element and a Source is selected) Determines how the form is sorted. Click the button to open the Sort dialog box, then select a form and whether to sort it in ascending or descending order.
    • Form Separator: (Available if Action Type is defined as Select Attribute Element and a Source is selected) Defines the character that separates different forms displayed in the selector. Select a separator from the list, or choose Other and type the character in the box. You can use up to three characters for the separator.
    • Replace Attribute: (Available if Action Type is defined as Select Attribute) Determines the attribute that is replaced by the item in the selector.
  • Targets
    • Select datasets as target: (Available if Action Type is set to Select Attribute Element) Determines whether choosing an item in the selector filters the data in one or more datasets.
    • Panel Stack: (Available if Action Type is defined as Select Panel) Displays the target for the selector. To change the target, select another panel stack from the drop-down list of all the panel stacks in the document.
    • Available: (Available if the Action Type is not set to Select Panel) Lists all available targets for the selector, such as reports and panel stacks. Select the targets and click > to add them to the Selected targets list. The target of a selector is the object that changes its display based on the user's input.

    • Selected: (Available if the Action Type is not set to Select Panel) Lists the targets of the selector.

      If targets are automatically maintained, the Available and Selected target lists are unavailable.

    • Apply selections as a filter: (Not available if the Action Type is set to Select Attribute) Determines whether the selector filters or slices the data. The selections made in a filtering selector are used to filter the underlying dataset before the metric values are aggregated at the level of the report that is displayed in the document. The selections made in a slicing selector are used to determine which slices of data are combined and shown in the report. F
    • Update target filters when current selection changes: (Available if Apply selections as a filter is selected and the selector targets another selector) Determines whether and how selectors targeted by this selector are updated when this selector is updated (when items are selected or cleared). This setting determines which items are selected or cleared in the target selector, and affects what items are displayed in the target selector's target. No matter which option is chosen, any changes made in this selector determine which items are displayed in the target selector. Your options are:
      • Do not update: No changes are made to which items are selected or cleared in the target selector. The target of the target selector remains filtered by the selector; only those items selected in the target selector are displayed. (Default)
      • Unset: The target of the target selector is no longer filtered by the selector and displays all items. The status of the target selector is changed to unset.
        • If the All item is shown in the target selector, all items and the All item are selected in the target selector.
        • If the All item is not shown, all items are cleared in the target selector.
      • All: All items are selected in the target selector. The target of the target selector is no longer filtered by the selector and displays all items. The status of the target is changed to all.

  • Mobile

    Display selector docked to its panel stack: (Available if the Action Type is set to Select Panel) Determine whether the selector is displayed docked to its target panel stack when displayed on an iPad, iPhone, or Android device. This checkbox is cleared by default.

  • Advanced (Not available if the Action Type is set to Select Attribute)
    • Automatically update when there is no data for the current selection: Determines how the target displays when no data exists. The selector that updates the first selector must target the panel stack.
      • To display a message that no data is returned, clear the checkbox.
      • To display an item, select the checkbox.
    • Show option for Total: Determines whether the selector shows the Total option, which displays the total for all attributes, custom groups, consolidation elements or metrics in the Target.

    • Show option for All: Determines whether the selector shows the All option, which displays all the attribute, custom group, or consolidation elements or metrics in the Target. By default, this checkbox is selected.

      Alias: (Available if Show option for All is selected) Replaces the All option in the selector with the entered text. If no text is entered, (All) is displayed.

    • Current State: Determines how the target is displayed when the document is executed. When a user chooses items in the selector and saves the document, those selections update the Current State field. If the document is not saved, those selections are not saved and therefore the Current State field remains unchanged. The options are:
      • Set to specific elements: (Available once a user has chosen items in the selector) The target displays the elements that the user has chosen in the selector.
      • Use first: (Available if Apply selections as a filter is cleared) The target displays data for the first specified number of items in the selector, as defined in the Number of elements field. For example, if the selector source is Region and Number of elements is defined as two, the first two regions (Central and Mid-Atlantic) are displayed.
      • Use last: (Available if Apply selections as a filter is cleared) The target displays data for the last specified number of items in the selector, as defined in the Number of elements field. For example, if the selector source is Region and Number of elements is defined as one, the last region (Web) is displayed.
      • Unset (no filter): (Available if Apply selections as a filter is selected) The target is not filtered and therefore displays data for all items in the selector. None of the selector items is selected.
    • Number of Elements: (Available if Apply selections as a filter is cleared and either Use first or Use last is selected) Specifies the number of selector items to be displayed. For example, if the selector source is Region, Use last is selected, and Number of elements is defined as one, the last region (Web) is displayed.
    • Selection Type: Determines whether to display data for the items selected in the selector. For example, a selector contains a list of regions, and Central and South are selected. You can choose to display data only for the Central and South regions, or display data for all regions except Central and South. The options are:
      • Include (default): Displays data for the items selected in the selector.
      • Exclude: Displays all data except the data for items selected in the selector.
  • Candidate Attributes (Available if the Action Type is set to Select Attribute)
    • Available: Lists all of the attributes in all of the datasets in the document. Select the attributes to display in the selector, and click > to add them to the Selected attributes list.
    • Selected: Lists the attributes to display in the selector. The user selects the attributes to display in the target report. The target of a selector is the object that changes its display based on the user's input.

Options for a Transaction Services Selector

You can change the following options for a Transaction Services selector using the Selector options in the Properties and Formatting dialog box.

Selector

  • Action Type: Determines the type of action to perform when the user clicks the selector. For detailed steps to define a Transaction Services button or link, see the Document Creation Help.
    • Submit: Select this option to allow the user to submit their changes and update the data in their data source.
    • Recalculate: Select this option to recalculate the values of derived metrics, subtotals, reapply number and date formatting, and update other values calculated by the Analytical Engine when the user clicks the selector. No data is submitted to the Transaction Services report.
    • Discard Changes: Select this option to allow the user to discard their changes. The user's changes to values displayed in the target report or panel stack of the selector are reverted to their values from the last time the changes were submitted.
  • Allow submission without network (mobile only): Allows users to submit a transaction on a mobile device that is offline. When this option is enabled and the device is offline, clicking on an action selector button displays a message indicating that the transaction is temporarily queued on the device and will be submitted once it’s back online. This option does not affect a device that is online.
  • Require confirmation: Determines whether to display a confirmation message before the user submits changes. This option is available if the Action Type is set to Submit or Discard Changes.
  • Subsequent Actions: Specifies what action to take once the user has submitted changes. This option is available if the Action Type is set to Submit. The options are:
    • No subsequent action: Navigate to the previous page once the user has submitted changes.
    • Refresh the current document: Refresh the display of the document once the user has submitted changes.
    • Run a new report or document: Specify a report or document to run once the user has submitted changes. Click ... (the browse button), then navigate to and select the report or document to run, and click OK.

Answer prompts with the same answers as the source: If you have chosen to have a report or document automatically run after the user submits their changes, you can choose to use the same prompt answers that were chosen in the source document to answer the prompts in the target report/document. Select this option to use the same prompt answers. This option requires that both the source and target report/document use the same prompts. The user is still prompted for any prompts that exist in the target but that do not exist in the source.

  • Force Live Execution: In a Transaction Services-enabled document in which another report or document is run when the user submits their changes, specify whether the report or document is executed using data cached on the mobile device. If you choose to have the report or document run without using data cached on the mobile device, the report or document is executed automatically using data cached on the Intelligence Server, if available. If no cached data is available on the mobile device or Intelligence Server, the report or document is executed against the data source. Select this option to run the report or document without using data cached on the mobile device. This option is available if the Action Type is set to Submit and the Run a New Report or Document option is selected.
  • Display message after submit: Determines whether to display a message after the user has submitted changes. Type text in the field to display it in the confirmation message. This option is available if the Action Type is set to Submit.
  • Invalidate Mobile Device Cache: A Transaction Services-enabled document that is pre-cached is run in the background, and its results are stored on the mobile device to improve the speed with which the document is run. Select this option to automatically mark a document's results as in need of updating after the user submits their changes. If the document is defined to be pre-cached, the document is automatically pre-cached each time the user submits their changes. If the document is not defined to be pre-cached, the document is automatically executed using data cached on the Intelligence Server the next time the document is run. If no cached data is available, the document is executed against the data source. For background information on pre-caching, see the MicroStrategy Mobile Administration Help. This option is available if the Action Type is set to Submit.

Targets

  • Available: (Available if the Action Type is not set to Select Panel) Lists all reports and panel stacks on the document. Select the targets and click > to add them to the Selected targets list. The target of a selector is the object that changes its display based on the user's input.
  • Selected: (Available if the Action Type is not set to Select Panel) Lists the targets of the selector.

    If targets are automatically maintained, the Available and Selected target lists are unavailable.

  • Submit transaction in order: Execute transactions in the order they appear in the Selected Targets list. If this checkbox is not selected, all transactions execute at the same time.

Related Topics

Properties and Formatting Dialog Box