In Design Mode , when you drag the Navigation
Component
icon from the Toolbox to the desired area on
the workboard, the Navigation Designer dialog box opens for
defining the parameters. This dialog box is also activated by
clicking the Wizard
button on a navigation component title bar.
You can define several navigation parameters to be displayed in the
same component.
To define a new parameter:
1. In Title Location, select the position of the parameter’s title in the navigation component. This applies to the titles of all the parameters in the component (if there is more than one).
2.
Click to display parameters horizontally in the
component. Click
to
display them vertically.
3.
Click the Add button to open a new tab.
4. From the Type dropdown, choose the type of parameter you want to define.
5. Enter the parameter definitions as described in the following sections.
6.
To add another parameter to the component, click
the Add button, and perform Steps 4 and 5.
7. To add an Apply button to the component so that the parameter will be applied after the user clicks the Apply button, select the Add ‘Apply’ button to component option.
8. Click OK to display the parameter in the navigation component.
This parameter type is used to add more slicing capabilities to the views on the workboard. For example, you can define a slicer for a specific view so that slicing by it will affect only that view and not other view components.
You may want to use this capability especially when there are two views (or more) on the workboard, each based on a different data cube. Since the Slicers Pane can contain measures only from one data source, you will need to use the Dimension Members option to place the measures of the other view in the navigation component so that they can be selected for slicing that view.
The Dimension Members option provides slicing capability with different types of visualization. For example, you can define slicer selection from a dropdown list or an option button, or a slider.
After selecting Dimension Members in Type, use the fields of this option as described below:
View
Choose the view from which you want to retrieve the dimension.
Based On
This dropdown will list the dimensions of the view you selected. Choose the relevant dimension. To define a slicer for the measures of the view, choose Measures.
Name
Enter a name for the parameter. This name will appear as the title of the parameter in the navigation component.
Show
Choose All Members to show all of the members of the selected dimension in the slicer.
To show specific members, choose Selected Members. In the dialog box that displays, click on a member in the All Members panel and click the arrow to move it to the Selected panel, or just double-click a member.
To deselect members in the Selected panel, double-click them. They will move back to the All Members panel.
To search for a member, click
Search , type
in the search text and click the filter
button (or press Enter).
Clicking the Select button opens the Select Members dialog box for making further selections or deselections.
Selection Type
Specify the type of selection allowed for this parameter:
· Member: A single member can be selected for slicing.
· Multiple members: Several members can be selected for slicing using Ctrl-click or Shift-click.
· From-To: A range of members (from-to) can be selected for slicing. Enter the From member and the To member.
See Use Case Examples.
Initial Value
Choose the member that should be the initial selection for the parameter.
Slice On
Slicing by the slicer you are defining can affect the selected view, other views on the workboard, or all the views (default) on the workboard. Choose the desired option. Choosing None means no slicing will be performed.
Once the Dimension Members parameter is defined, the dimension on which it is based is removed from the Slicers of the view to which the parameter is connected. If the parameter is applied to all views, it is removed from the slicers of the workboard. If there are several views on the workboard and the dimension of the parameter exists only in some, the dimension will remain in the Slicers.
Visualization
Specify the type of control to be used for selection: Option Buttons, Buttons, Drop Down, List, Slider. Note that when All Members is selected in the Show field, the only Visualization option is Tree Drop Down.
The following is an example for List:
Max Buttons
The maximum number of buttons to show (for option buttons).
Example 1: From-To Period - Define a From-To parameter for slicing a view by time dimension members
Define a parameter with
Definition of second parameter:
The result that displays in the navigation component:
Example 2: Stores - Define a parameter for slicing a view by Store dimension members
Definition of parameter:
The result that displays in the navigation component:
Opening the dropdown displays the tree of stores to select from.
Advanced
Click the button to open the Advanced window.
In Applies to, select Slicer if the navigation should perform only slicing, and Slicer & Grid if it should perform the slicing together with member selection in the grid (if the dimension is in the grid).
After selecting Slicer & Grid, choose the way member selection should apply in the grid:
§ Members: regular member selection with no drill down capability on members.
§ Members + drill down: member selection with drill down capability on members.
§ Members + parents + allow drill: member selection, showing parent level, and with drill down capability.
§ Members + flat layout: member selection, in flat layout.
§ Children: member selection, showing only children level.
This option is used to define a numeric range within which the user can select a value. These values are not connected to any view. Other components can use the Numeric Range parameter values via a placeholder that will be replaced by the value that a user selects in the navigation component.
After selecting Numeric Range in Type, use the fields of this option as described below:
Name
Enter a name for the parameter. You will use this name when embedding this parameter in a formula or as a placeholder. If you don’t enter a name, the parameter name will be “Numeric Range 1”.
Initial Value
Specify the value that should be the initial selection for the parameter.
Minimum – Maximum
The lowest and highest values in the numeric range.
Step
The number of counts to move at every slide or click when selecting a value in the component.
Caption
The name that will appear as the title of the parameter in the navigation component. Use # as a placeholder for the selected value.
If you don’t enter a caption, the default title “Numeric Range 1” will appear.
Format
The display format for numbers. For example, ###,###.
Visualization
Specify the type of control to be used for selection. Slider and Number Stepper are the suitable controls for this type of parameter.
The following is an example for Number Stepper:
Slider Labels
Choose an option to specify how you want the slider labels to appear in the navigation component. Auto means Necto will display the labels automatically. Choose All to display labels for all the steps, or None not to show any labels. To display a label, for example, every 2 steps, choose Every 2.
After defining exceptions for a view, you can use the Exception option of the navigation component to define a parameter that will enable users to dynamically change the exception condition values.
After selecting Exception in Type, use the fields of this option as described below:
Select Item
This dropdown will list all the exceptions defined for all the views on the workboard. Choose the exception for which you want to define the navigation control parameter. The title of the view to which the exception definition belongs appears automatically, together with the relevant values for Current Value, Minimum, Maximum, Step and Caption. You can edit the displayed values.
Note that Necto will generate the parameter’s name automatically based on the name of the selected exception.
View
The title of the view to which the exception definition belongs.
Initial Value
The value that should be the initial selection.
Minimum – Maximum
The lowest and highest values in the range.
Step
The number of counts to move at every slide or click when selecting a value in the component.
Caption
The name that will appear as the title of the parameter in the navigation component. Use # as a placeholder for the selected value.
If you don’t enter a caption, the name of the exception will appear as the title.
Format
The display format for numbers. For example, ###,###.
Visualization
Specify the type of control to be used for selection. Slider and Number Stepper are the suitable controls for this type of parameter.
Slider Labels
Choose an option to specify how you want the slider labels to appear in the navigation component. Auto means Necto will display the labels automatically. Choose All to display labels for all the steps, or None not to show any labels. To display a label, for example, every 2 steps, choose Every 2.
In the following example, the exception condition is defined as “Profit < 8800”. The navigation component enables the user to dynamically change the condition value using the slider (for example, Profit < 7000). The exceptional data in the grid will be dynamically highlighted based on the selections.
The Value Filter option is similar to the Exception option. After defining ranking or value filters for a view, you can use the Value Filter option of the navigation component to define a parameter that will enable users to dynamically change the filter values. For example, if the value filter is “Top 10 members”, the user can change the filter value (e.g. to top 6) and get the matching results in the view.
A value filter parameter is defined in the same way as an exception parameter. After selecting Value Filter in Type, use the fields of this option as described in Exception. In Select Item, choose the ranking or value filter for which you want to define a navigation control parameter.
This option is used to define a list of values from which the user can select a value. These values are not connected to any view. Other components can use the Pick List parameter values via a placeholder that will be replaced by the value that a user selects in the navigation component.
After selecting Pick List in Type, use the fields of this option as described below:
Name
Enter a name for the parameter. This name will appear as the title of the parameter in the navigation component. Also, you will use this name when embedding this parameter in a formula or as a placeholder. If you don’t enter a name, the parameter name will be “Pick List 1”.
List Values
You build the list values in
this table by clicking the Add button and entering a name and a value in each
row.
To remove a row from the list,
select it and click .
Selection Type
Specify the type of selection allowed for this parameter:
· Member: A single member can be selected for slicing.
· Multiple members: Several members can be selected for slicing using Ctrl-click or Shift-click.
Initial Value
The value that should be the initial selection.
Visualization
Specify the type of control to be used for selection: Option Buttons, Buttons, Drop Down, List, Slider.
Max Buttons
The maximum number of buttons to show (for option buttons).
This option is used to define a text control where the user can enter free text. Other components can use the Free Text parameter values via a placeholder that will be replaced by the string that a user enters in the navigation component.
After selecting Free Text in Type, use the fields of this option as described below:
Name
Enter a name for the parameter. This name will appear as the title of the parameter in the navigation component. Also, you will use this name when embedding this parameter in a formula or as a placeholder. If you don’t enter a name, the parameter name will be “Free Text 1”.
Initial Value
The string that should display as the initial value.
Numeric
Select this check box to allow only a numeric value in the text control.
Visualization
The type of control is Text. This option cannot be changed.
This option is used to define a view-based parameter using MDX.
After selecting Auto Calculated in Type, use the fields of this option as described below:
Name
Enter a name for the parameter. This name will appear as the title of the parameter in the navigation component. If you don’t enter a name, the parameter name will be “Auto calculated 1”.
View
Choose the view to connect the parameter.
Edit MDX
Click the Edit MDX button and enter the MDX statements in the editing box. Click OK.