Tree View Selector Panels allow users to quickly apply complex hierarchical filtering to objects on a dashboard. 

 

The tree view selection panel window contains three tabs, the data tab, the appearance tab and the objects to filter tab.

 


Data Tab


The Tree View Selection Panel window Data tab allows you to specify the data that will be used to display  and build the filters for your tree view selection panel.

 

Follow the steps below to specify the data;

 

First select the Query data set that you wish to base your dashboard object and a Calendar if required

 If you wish to, press the filter button to apply a filter


 to your data set. Next, decide how you want to group your data, and select the appropriate option;

 

Next, add the group columns you require select at least one root group item.

 

To select a group item, select the column in the Available Columns list, and press the Add Column button.


If a column is added whilst the Dashboard designer is opened you may need to refresh () the dataset.

 

If you want to add further filter categories within the selected group(s), you can add child filter groups.

 

To add a child filter group, select the parent filter group in the tree view on the right hand side, then select the child filter column in the Available Columns list, and press the add child column button.

If you wish to, you can change the way group values are grouped, sorted and displayed by selecting the group options button to open the group options window.


Appearance Tab


The Tree View Selection Panel window Appearance tab allows you to specify settings that will govern the appearance of the tree view selection panel.

 

Follow the steps below to specify the appearance of your dashboard object;

 

 

Enter a title for your tree view selection panel,


and 


select whether you want nodes to be checked or unchecked by default.



Object to Filter Tab


The Tree View Selection Panel window Objects to filter tab allows you to specify which objects on your dashboard will be filtered according to the selections in the tree view selection panel.

 

The tree view on the objects to filter tab contains a root node for all tabs in your dashboard that contain at least one object that is derived from the same query data set as the tree view filter panel. Each root node contains a child node for each dashboard object in that tab that is derived from the same query data set as the tree view filter panel.

 

Follow the steps below to apply the filter to objects on the dashboard;

 

 

To apply the filter to an object on your dashboard, select the object in the tree view.

 

To remove the filter from an object on your dashboard, uncheck the object in the tree view.

If you want to apply or remove the filter from all objects in a single tab, check or uncheck the tab in the tree view.


If you want to apply the treeview to all objects on the  Dashbord use the Select All () button, to remove from all objects use the deselect all () button.