Interacting with a Tree Object

The Tree Object provides the following interactive features:

  • Details popover

  • Pan, zoom, interactive selection

  • Master

  • Drill anywhere

  • Drill-down

  • Drill-to screen

  • Drill-procedure

  • Data-entry (in drill down windows)

  • Other features in the contextual menu

Any changes made to a Tree Object using the functions listed above will be lost if you leave the Screen or update it, except for data entry actions.

 

Details popover

When you hover over a secondary node label (the member of the Entity set By Row in the Layout), a Block details popover will appear. The popover will display relevant information related to that member from all Blocks set in the Layout.

 

Pan, zoom, interactive selection

You can drag the mouse over the Tree Object to perform a specific action.

Available actions are:

  • Pan. You can navigate through the tree diagram by dragging the mouse. To reset the map position and zoom to its original state, click the dedicated button () in the bottom right corner of the Object area
  • Zoom. You can zoom in or out the tree diagram using the mouse wheel. You can also use the zoom control buttons in the bottom right corner of the Object area. To reset the map position and zoom to its original state, click the dedicated button () in the bottom right corner of the Object area
  • Interactive selection. To apply a selection, select a set of nodes by holding the CTRL button and clicking on them, then click the Select icon () that will automatically appear in the sliding toolbar. The selection is applied as a Screen selection and all other Objects on the Screen are updated accordingly. 
    To reset the selection, click the reset button () in the top left corner of the Object area.
Example of interactive selection

 

Master

If the Tree has been configured as a Master Object, clicking on a node will update the data displayed by all other Objects on the Screen in order to show only the data relating to the selected node. The Master Object result is similar to applying a Screen Selection.

By clicking on the "Disable master" () icon in the sliding toolbar, you can disable this option. Click on the "Enable master" icon () to re-enable it.

 

Drill anywhere

The Drill anywhere button allows you to configure a default Drill-down that will be available for all nodes. To configure it, proceed as follows:

  1. Select a node and click on the Drill anywhere icon () in the sliding toolbar to prompt the Entity list you are allowed to drill-down on
  2. Select the desired Entity and click OK to save the drill and to perform it.

Once the drill is saved, it can be easily performed by clicking on the Drill-down icon ().

The Drill down configuration process can also be started by double-clicking on the item you want to drill down on.
The Drill anywhere function is available also in Drill-down windows, so you can create your own drill-down paths at different levels of granularity.

 

Drill-down

Once you have configured a drill using the Drill anywhere function, click the Drill-down button () to perform it on the selected item or double-click on it.

 

Drill-to-screen

If a Drill-to-screen has been configured, the Drill anywhere () and the Drill-down icons () won't be available.

In this case, double-click on a node or on information displayed in it to follow the drill path from the Card Object to another Screen of the current Capsule.

Depending on the Drill-to-screen configuration, the destination Screen will open with:

  • A selection based on the Entity member selected (or double-clicked) in the Card Object
  • No inherited selection

 

Drill-procedure

If a Drill procedure has been configured, the Drill anywhere () and the Drill-down icons () won't be available.

In this case, double-click on a node or on information displayed in it to trigger the configured Procedure or choose from a list of available Procedures.

Depending on the Drill-to-screen configuration, the Procedure will run with:

  • A selection based on the Entity member selected or double-clicked in the Card Object
  • No inherited selection

 

Data-entry (in drill down windows)

Although the Tree Object doesn't allow it directly, you can perform data entry actions in Data Views displayed in drill down windows. See Data entry on Cubes and Data Block settings for more details.

When data entry is enabled on a Cube, the background of totals cells turns yellow while the background of values cells turns ivory (unless otherwise formatted), as in the following example:

To perform a data entry action, double-click on a cell to enter data (either by typing a value, by uploading a file or a picture, by picking a date from a date picker and so on).

If Save/Undo mode is enabled on the Screen, after you have entered a value press the save icon at the top left of the Data View to actually save the value in the Cube. To do this, you can also press the F9 key on your keyboard.

The undo arrow icon allows to restore the last saved values (i.e. it discards all unsaved changes).

Unsaved values and totals that depend on those values are shown in red. When you press the save icon, their text color will change to match the text color of previously saved values, indicating that all changes have been saved in the target Cube.

When data entry option is enabled in the Layout, after you have manually entered data in a cell, the contextual menu (sliding toolbar) in the top left corner of the Data View will automatically show the Save/Undo icons (if Save/Undo mode is enabled on the Screen) and the Lock/Unlock icons (see Lock and Spread for more details).

 

The Contextual menu (sliding toolbar)

When you hover over the Tree Object, the contextual menu icon () appears in the top left corner. Click on it to reveal the contextual menu as a sliding toolbar. You can fully expand it by clicking on the downward facing arrow on the right.

In addition to the icons mentioned above, the contextual menu includes the following icons by default (unless otherwise configured):

  • The Layout icon . Opens the Layout editor
  • XLSX icon . Exports data in a MS Excel Worksheet as a flattened table
  • Export printable report . Export the Tree Object as as a PDF file or a PNG file (image)
  • Comment icon . Displays any comment attached to the Object (if any). Depending on the comment configuration, the icon displayed can be a balloon icon, a question mark icon or an alert icon

 

 

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