Enabling filtering, drilling, and moving objects in Flash Mode

Goal

Privileges

Steps

Sort data in a row or column

Web Sort

1. Open the document in Flash Mode.

2. Hover the cursor over the header of the row or column. The context menu icon is displayed in the top right.

3. Click the context menu icon . The context menu is displayed.

4. Do one of the following:

• To sort data in the row or column in ascending order, select Sort Ascending.

• To sort data in the row or column in descending order, select Sort Descending.

Sort data using multiple conditions

Web Sort

1. Open the document in Flash Mode.

2. Hover the cursor over a row or column header. The context menu icon is displayed in the top right.

3. Click the context menu icon . The context menu is displayed.

4. Select Advanced Sort. The Sort dialog box opens.

5. Do one of the following:

   • To sort by data in the rows, click the Rows tab.

• To sort by data in the columns, click the Columns tab.

6. From the Sort by drop-down list, select the attribute form or metric to use to sort data.

7. Do one of the following:

• To sort the data in ascending order, select Ascending.

• To sort the data in descending order, select Descending.

8. Specify additional sorting criteria using the appropriate steps above.

9. Click OK to apply changes.

Pivot a row or column in the grid

Note: If you choose to move a metric to the rows or the columns of a grid, all metrics in the grid will be moved to the same axis.

Web Pivot Report

1. Open the document in Flash Mode.

2. Hover the cursor over the header of the row or column. The context menu icon is displayed in the top right.

3. Click the context menu icon . The context menu is displayed.

4. Do one of the following:

• To move the row or column to the left, select Move Left.

• To move the row or column to the right, select Move Right.

• To move a row to the columns, select Move to Columns.

• To move a column to the rows, select Move to Rows.

Filter data based on the value of a metric

Web Use View Filter Editor

1. Open the document in Flash Mode.

2. Hover the cursor over the header of the metric. The context menu icon is displayed in the top right.

3. Click the context menu icon . The context menu is displayed.

4. Point to Filter, then specify the conditions to use to filter the data by typing a metric value in the appropriate field. For detailed information on each filtering option, see Filtering data in documents in Flash Mode.

5. Click OK to save changes. The context menu icon appears in the top right, indicating that you have defined a filter on the metric.

Filter data based on a list of attribute elements

Web Use View Filter Editor

1. Open the document in Flash Mode.

2. Hover the cursor over the header of the attribute you want to use to filter data. The context menu icon is displayed in the top right.

3. Click the context menu icon . The context menu is displayed.

4. Point to Filter. Depending on the number of elements in the attribute, Web displays either a context menu containing each element of the attribute, or a search form in which to search for and filter large numbers of attribute elements.

• To filter data based on a small number of attribute elements, select the check box for each attribute element for which you want to include data.

• To filter data based on a large number of attribute elements, type a value in the search field to use to filter data.

5. For detailed information and steps to filter data based on a list of attribute elements, see Filtering data in documents in Flash Mode.

6. Click OK to save changes. The context menu icon appears in the top right, indicating that you have defined a filter on the attribute.

Filter data to only include data for a selected attribute element

Web Filter On Selections

1. Open the document in Flash Mode.

2. Hover the cursor over the attribute element to use to filter data. The context menu icon is displayed in the top right.

3. Click the context menu icon . The context menu is displayed.

4. Select Keep Only. The data in the grid is filtered to only include data for the selected element.

Filter data by excluding data for a selected attribute element

Web Filter On Selections

1. Open the document in Flash Mode.

2. Hover the cursor over the attribute element to use to filter data. The context menu icon is displayed in the top right.

3. Click the context menu icon . The context menu is displayed.

4. Select Exclude. The data in the grid is filtered to exclude data for the selected element.

Clear filter conditions and display all data in the grid

Web Use View Filter Editor

1. Open the document in Flash Mode.

2. Hover the cursor over a row or column header. The context menu icon is displayed in the top right.

3. Click the context menu icon . The context menu is displayed.

4. Click Clear Filter.

Move an attribute to the first of the rows, or the first of the columns in a grid

Web Sort, Web Pivot Report

1. Open the document in Flash Mode.

2. Hover the cursor over the attribute you want to use to group data. The context menu icon is displayed in the top right.

3. Click the context menu icon . The context menu is displayed.

4. Click Move to Beginning. The attribute is moved to the far left of the rows or the top of the columns on the grid, the data in the grid is sorted by the attribute, and row/column header cells are merged.

Add or remove report objects for display in the grid

Note: Only objects in the grid's dataset report can be added to the grid.

Web Modify Grid Level In Document

1. Open the document in Flash Mode.

2. Hover the cursor over a row or column header. The context menu icon is displayed in the top right.

3. Click the context menu icon , then point to Add to Grid. The context menu is displayed, with a list of attributes and metrics in the document's dataset report.

4. Click Attributes or Metrics to expand or collapse the list of attributes and metrics displayed. For each attribute or metric you want to add or remove, do one of the following:

• To add an attribute or metric to the grid, select the check box next to the attribute or metric.

• To remove an attribute or metric from the grid, clear the check box next to the attribute or metric.

5. Click OK. The data in the grid is updated.

Quickly remove a single report object from the grid

Web Modify Grid Level In Document

1. Open the document in Flash Mode.

2. Hover the cursor over the header of the row or column you want to remove. The context menu icon is displayed in the top right.

3. Click the context menu icon . The context menu is displayed.

4. Click Remove from Grid. The row or column is removed from the grid.

Drill within the grid's dataset report

Drilling lets you view report data at levels other than that displayed in the report.

You can only drill to report objects within the dataset report that are not included in the grid report. If all objects within the dataset report are displayed in the grid, no drilling options are displayed.

Drill Within Intelligent Cube, Web Drill And Link, Web Drill On Metrics, Web Advanced Drilling

1. Open the document in Flash Mode.

2. Hover the cursor over a row or column header to drill from. The context menu icon is displayed in the top right.

3. Click the context menu icon . The context menu is displayed. Any objects to which you can drill are listed at the top of the context menu.

4. Select the object you want to drill to.

Open a linked report or document

A link is a connection in a document to another document or report. For more information and steps to add a link to a document, see Linking in documents.

Web Drill And Link

1. Open the document in Flash Mode.

2. Hover the cursor over the header of a row or column that contains a link. The context menu icon is displayed in the top right.

3. Click the context menu icon . The context menu is displayed.

4. The name of the linked report or document is displayed at the top of the context menu. Select it to open the report or document.