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VA 7.4: Configure Report or Section Level Cascading Prompts

Started ‎10-12-2017 by
Modified ‎10-12-2017 by
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In my previous article, I walked through the steps on how to configure Cascading Prompts in Visual Analytics 7.3 and the locations at which they can be configured:

 

  • Report or Section Level
  • Report Canvas

 

I mentioned at the end of this post that Visual Analytics 7.4 makes configuring the Report and/or Section Level Cascading Prompts much easier through the use of a UI, there by avoiding the need to create parameters and filters that trickle across the prompts. The way to configure Report Canvas level cascading prompts have not changed, so let’s focus on the deltas.

 

 

 Report or Section Level Cascading Prompts

 In this example, I will demonstrate how to create cascading prompts at the Section Level for Year and Facility Region.  

 

Steps:

 

  1. Add Control Objects to either the Report or Section Prompt areas
  2. Assign the Category Roles to the Control Objects
  3. Activate one of the Control Objects in the Report or Section Prompt area and use the Interactions tab’s New drop-down menu to define the filter Interaction

Let’s look at our sample report. You can see I have two Section Level Prompts: Year and Facility Region.  

 

You can also see I have three objects in the report body: Crosstab Table, Line Chart, and a Bar Chart.  

 

 

SectionLevelPrompts.png

 

 

 

 

Step 1: Add Control Objects to either the Report or Section Prompt areas

Determine which controls you would like to use to prompt your user. Then add them to either the Report or Section Prompt area. In this example, I am using the Section Prompt area.   

    

Step1.png

 

 

Step 2: Assign the Category Roles to the Control Objects

For each Control Object, use the Roles tab to assign the desired category you wish to prompt for.  

  

Step2.png

 

 

Step 3: Activate one of the Control Objects in the Report or Section Prompt area and use the Interactions tab’s New drop-down menu to define the filter Interaction

Click on one of the Control Objects in the Report or Section Prompt area to activate the window. Then use the Interactions Tab and the New drop-down menu to select Interaction.  

 

 

Step3.png

 

This is the new User Interface to define the cascading prompts. Select the radio button that creates the desired filter direction. In this case, I want to create a cascading prompt from Year to Facility Region.   

   

Step3A.png

 

Remember, these cascading prompts are in the Section Prompt Area and they will filter all of the objects in the section. Therefore, no other steps are required to pass on these values to target report objects.  

 

If you were to open the Interactions View you will not see the Report or Section Level Prompts there. You must use the New drop-down menu in order to configure either the Report or Section Level cascading prompts.  

 

Step3B.png

 

  

 Conclusion

Cascading prompts continue to get easier to configure in Visual Analytics. Remember to use the Properties tab to control whether a value is required and the Styles tab to help emphasize selected values, like I did with the button bar.  

 

   

 Conclusion.png

 

 

 

 

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Last update:
‎10-12-2017 04:10 PM
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