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Plug-in installation and Access
Please refer to Getting Started section.
Overview
Toolbar
Filtering
Making a selection/filter
To make selection, click on the values you wish to select.
- The selected data will turn green. Values compatible with the selection are white and unrelated values are grey.
- To select more than one value, hold the CTRL key while selecting the values.
- Each selection also feeds the "Current Selections"
Excluding a value
To exclude one value, first filter on it, then right click on that value in the current selection value and choose "Select Excluded" :
Clearing a selection/filter
Clearing all the selections
To clear all selections, click the “Clear” button from the tool bar.
You can also use the "Clear All" button of the Current Selections Screen
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Note that it's possible some selections cannot be cleared : that's for the cases where the dashboard data would make no sense without a selection (Ex : If multiple currencies are available you need to select one) |
Clearing a single selection
- You can use the eraser button in the Current Selections window :
- You can click on the selected value in the list (this will un-select it).
- You can click on the Clear Selection icon in the list (Not available on all dashboards)
Clearing the previous selection
You can also use the Back button in the toolbar to revert the last selection done
Lock/Unlock
Global Lock/Unlock via the toolbar
1 - Choose Lock from tool bar to lock all selections, preventing them from being cleared by mistake.
When Lock is activated, the selections with locked cells are blue.
2 - To release all selections, choose Unlock from the tool bar.
Individual Selection Lock/Unlock
When Lock is activated, the corresponding light will display in blue. See SnapshotMonth below.
To unlock the selection in one field, choose Unlock from the float menu of the field containing it:
Global Search
To search on the whole dashboard, you usually have a "Search" text bar :
You can type the searched value and a list of different categories containing the name appears and you
can choose which dimension you want from the list.
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Note that * is used in the search to replace any number of characters. Ex : *doc* will return all data with doc in it. *doc will return any data that ends with doc. |
Search in list
- For some large lists, it's possible to search directly in the lists. Just click on the list, then start typing
- In some list boxes you may also have a search icon :
Printing and Exporting
Via the chart caption bar icons
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The print, export, search... options in the chart toolbar are not always active. That depends on the design of the dashboard. |
- To print, click
- To export data to excel , click
- To maximize, double-click on minimized icon to launch
- To minimize, double-click
Via right click on the chart
- To export as image, right-click on the chart / object and select “Copy to Clipboard > Image”
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Note that if you export to Excel a chart, it will export the underlying data into an excel table. Not as an excel chart. |
Navigation
Drill-down & Cycle Buttons
If available, click on the cycle icon 
to display other dimensions, or drill-down button 
to the next variable in the chart.
Change columns order
In most tables (straight or pivot) you can change the order of the columns
- Click and drag: Blue arrow appears
- Place the pointer where you want and release the click
- The columns are switched
Chart-switch (Fast Change)
If available, you will be able to see the “Fast Change” icon, located at right top corner of the chart.
Click the icon to switch between charts.
Bookmark
Add a bookmark
To save your selections for recurrence use, click “Bookmarks > Add Bookmark” from the tool bar.Save it under your desire name.
Delete a bookmark
To delete a bookmark, first, you will have to select a bookmark, then, “Remove Bookmark”