View Explorer

The elements in view explorer are organized into a tree structure that has expandable/collapsible folders and checkboxes for selecting items. Folders are described in the following table. Color-coding is used throughout to help you distinguish which items will be visible in the grid and which are hidden.

View Explorer toolbar – Icons in the toolbar are shortcuts for hiding, displaying, or deleting items for the view. Select checkboxes for all the items you want to work with and then click the applicable icon:

  • – Makes the selected items visible or available in the view to drill to in the view.

  • – Hides the selected items from displaying in the view.

  •  – Deletes the selected items from the view.

Remember to click OK in the Apply Changes prompt to refresh the view with all the changes you’ve made in view explorer.

View name folder – displays the name of the view. Double-click to access the Properties window for editing basic properties like the Name, Type, Planning, Export Type, and View Group properties. Administrators can use the Owner property to change the owner of a view.

Parameter Groups folder – Displays a view’s parameter groups and parameters within each group. Selecting the checkbox for this folder is a shortcut to selecting all groups within the folder, and selecting the checkbox for a group is a shortcut to selecting all parameters in the group. As you insert groups and parameters, they will display under this folder. Each group and parameter has a related Properties window. You can drag and drop groups and parameters within each group to rearrange them.

Grid folder – The folders for Rows, Columns, View Filters, and Measure Items are organized under the Grid folder. From the Grid folder, you can access a Grid Properties window which determines if the grid is visible and if paging is enabled for the grid display. Selecting the checkbox for this folder is a shortcut to selecting all items in the view.

Rows and Columns folders – All of the included levels and attribute relationships, grouped by hierarchy, display in their applicable Rows and Columns folders. Selecting the checkbox for a folder is a shortcut to selecting all items in that section. You can move hierarchies along with their levels and attribute relationships between the Rows, Columns, or View Filter by dragging and dropping them within view explorer or into the grid from view explorer. Properties windows exist for hierarchies, levels, and attribute relationships in these folders. Use them to hide or show items, set up filters or sorting, control the display of totals and All Others value defaults, etc.

  • Hierarchies  – This image displays next to the names of hierarchies. Selecting the checkbox for a hierarchy is a shortcut to selecting all levels and attribute relationships associated with that hierarchy.

  • Levels – Blue boxes next to a level indicate the level it is based for all the levels in its hierarchy. For example, a level with one blue box next to it would be the first level for its hierarchy. A level with two blue boxes next to it would be the second level available in its hierarchy, and so forth.

  • Attribute Relationships Member Property Icon – This image displays next to the names of attribute relationships for levels.

View Filter folder – Levels included in the View Filter show in this folder. Setting up a view filter requires a level to be in the View Filter section and then applying a filter to that level. Drag or drop the desired level(s) into the View Filter section of the grid or into the View Filter folder of view explorer. Selecting the checkbox for this folder is a shortcut for selecting all items in the View Filter.

Measure Items folder – All measure items defined for this view display in the folder. Selecting the checkbox for this folder is a shortcut tor selecting the checkboxes for all measure items. You can edit, insert, remove and hide measure items. The Time Range controls the type of measure items that you can set up for the view – either measure items with time ranges (Yes) or measure items without time ranges (No). See the Measure Items properties window for detailed information. You can also use the Properties windows for individual measure items to change their caption, images, conditional formatting, pop-up labels, hyperlinks, filtering, sorting, totals, etc.

  • Regular Measure Item Regular Data Item Icon – This image displays next to regular measure items.

  • Calculated Measure Item Calculated Data Item Icon – This image displays next to calculated measure items.

  • Distinct Calculated Measure Item  – This image displays next to distinct calculated measure Items.

Presentation folder – The properties for this folder are used to set the default presentation format for the view (either Viewer or Excel) and to determine whether or not users will be prompted to choose the presentation format before the view opens for them.

Chart folder – The Chart folder displays the names of any charts   that you have created for a view. Selecting the checkbox for this folder is a shortcut to selecting the checkboxes for all charts. Charts displayed in blue are currently visible in the grid. Charts displayed in grey are hidden. Charts can be dragged and dropped in the folder to change the order in which they display in the grid.