Setting Up Selection of Dimension Elements: Microsoft Excel Add-In

Selection of dimension elements is used to select data displayed in a table, chart and other visualizers.

Click on the element to invert the selection.
Clicking the element while holding down the SHIFT key deselects all elements and selects elements (except for the collapsed ones), positioned between the focused element and the clicked one.
Clicking while holding the CTRL key selects or deselects an element and all its child elements.

Select the required selection method in the context menu.

Choose the selection option on the Selection ribbon tab.

NOTE. The Selection ribbon tab is available on selecting the Selection group of tabs of the side panel.

Clicking the Down/Up key moves the focus.
Clicking the Left or Right keys expands or collapses the focused element hierarchy.
Pressing the SPACE key inverts the selection. Pressing the SPACE key the user can also hold down the SHIFT or CTRL key.
Pressing the SPACE key while holding the CTRL key inverts selection of an element and of all its child elements.

NOTE. Navigating elements using arrow keys in single-selection lists (fixed dimensions) automatically selects and focuses the elements.

On changing the selection in the dimension all dependent dimensions are automatically rebuilt and then dimensions depending on them are rebuilt, and so on.

Selection Options

To select or deselect dimension element, click it with the main mouse button on the opened tab with the dimension on the side panel.

To select all dimension elements, open the dimension tab on the side panel and:

Click the Select All button on the Selection ribbon tab.
Select the Select All item in the context menu of the dimension element on the side panel.
Select the Select All item in the dimension menu on the side panel.

After executing one of the actions all dimension elements are selected.

To select all dimension elements, by which there is data in the source:

Go to the dimension tab on the side panel.
Click the Select All with Data button on the Selection ribbon tab.

NOTE. The feature is available in the desktop application if data source caching is enabled.

To deselect all dimension elements, open the dimension tab on the side panel and:

Click the Deselect All button on the Selection ribbon tab.
Select the Deselect All item in the context menu of the dimension element on the side panel.
Select the Select All item in the dimension menu on the side panel.

After executing one of the actions all dimension elements are deselected.

To select a dimension level:

Go to the dimension tab on the side panel.
Select level in the drop-down menu:

In the menu of the Select Level button on the Selection ribbon tab.
In the Advanced Selection > Select Level item in the context menu of the dimension element on the side panel.
In the Advanced Selection > Select Level item in the dimension menu on the side panel.

After executing actions the chosen dimension element is selected.

NOTE. Level selection is available for the dimensions that have levels.

To select all descendants:

Go to the dimension tab on the side panel.
Select the Select Descendants by Level or Select All Descendants item:

In the context menu of the dimension element on the side panel.
In the dimension menu on the side panel.

To deselect all descendants:

Go to the dimension tab on the side panel.
Select the Deselect Descendants item:

In the context menu of the dimension element on the side panel.
In the dimension menu on the side panel.

Aggregation enables the user to execute multiple selection of fixed dimensions elements by means of the selected aggregation method.

Multiple selection in fixed dimensions can be enabled on the Data tab in the Source group on the side panel:

Select aggregation method for data of fixed dimensions in the Aggregate Fixed Dimensions drop-down list:

Sum. The summing is executed by selected elements in fixed dimensions.
Mean. The mean value is displayed by selected elements in fixed dimensions.
Maximum. The maximum value is displayed from selected elements in fixed dimensions.
Minimum. The minimum value is displayed from selected elements in fixed dimensions.
From Source Dimensions. The method is available if data aggregation is set up for a data source. In fixed dimension the aggregation according to source settings. On working with ADOMD cubes, the aggregation set up in the corresponding ADOMD sources is used.

NOTE. Choosing any menu item except for None activates the Select All Fixed button for selecting all elements in fixed dimensions.

Selecting Calendar Dimension Elements

When working with calendar dimension elements selection, it is available to select selection mode: elements or levels. Selection mode depends on the mode, which is set in the report used as data source.

Using Selection Schema

A selection schema can be used if the dictionary, based on which a report data source is built, has at least one selection schema.

A selection schema is a repository object used in dictionaries for automatic selection of elements according to specified rules.

To create a dimension selection schema:

Go to the dimension tab on the side panel.
Select the Create a Schema by Selected Elements item in the drop-down menu of:

The Selection Schema button on the Selection ribbon tab.
The Advanced Selection > Apply Selection Schema item in the context menu of the dimension element on the side panel.
The Advanced Selection > Select Level item in the dimension menu on the side panel.

The created selection schema will be applied to dimension elements.

NOTE. If a calculated element is in dimension, and alternative or custom hierarchy is set, selection schema cannot be created.

To apply a dimension selection schema:

Go to the dimension tab on the side panel.
Choose selection schema in the drop-down menu:

The Selection Schema button located on the Selection ribbon tab.
The Advanced Selection > Apply Selection Schema item in the context menu of the dimension element on the side panel.
The Advanced Selection > Select Level item in the dimension menu on the side panel.

If the selection schema must be applied only when opening the report, check the Only on Report Open box.

To disable the selection schema select the Reset item.

To edit selection schema:

Go to the dimension tab on the side panel.
Select the Edit item in the drop-down menu:

The Selection Schema button on the Selection ribbon tab.
The Advanced Selection > Apply Selection Schema item in the context menu of the dimension element on the side panel.
The Advanced Selection > Select Level item in the dimension menu on the side panel.

In the Selection Schemas dialog box add primitives of the selection schema, according to which elements are selected.

Using a Group of Elements

A group of elements can be used if the dictionary, based on which a report data source is built, has at least one group of elements.

A group of elements is a repository object used in dictionaries to limit the list of available elements.

To create a group of dimension elements:

Go to the dimension tab on the side panel.
Select the Create a Group by Selected Elements item in the drop-down menu:

The Select Group button on the Selection ribbon tab.
The Advanced Selection > Select Group item in the context menu of the dimension element on the side panel.
The Advanced Selection > Select Level item in the dimension menu on the side panel.

Elements that are included into the created group are selected in the dimension.

NOTE. If a calculated element is in dimension, alternative or custom hierarchy is set, a group of elements cannot be created.

To select a dimension element group:

Go to the dimension tab on the side panel.
Select a group of elements in the drop-down menu of:

The Select Group button located on the Selection ribbon tab.
The Advanced Selection > Select Group item in the context menu of the dimension element on the side panel.
The Advanced Selection > Select Level item in the dimension menu on the side panel.

Application of the Element Groups selection deselects all elements and selects the group.

The Reset item is identical to the Deselect All item.

To edit a group of elements:

Go to the dimension tab on the side panel.
Select the Edit item in the drop-down menu:

The Select Group button on the Selection ribbon tab.
The Advanced Selection > Select Group item in the context menu of the dimension element on the side panel.
The Advanced Selection > Select Level item in the dimension menu on the side panel.

In the Groups of Elements dialog box add primitives of a group of elements, according to which a set of elements will be created.

Using Alternative Hierarchy

An alternative hierarchy is a hierarchy of any other dictionary linked with the hierarchy of the main dictionary for elements association or a custom hierarchy created via editing dimensions or adding a new calculated element.

To select alternative hierarchy:

Go to the dimension tab on the side panel.
Select the Advanced Selection > Select Hierarchy item:

In the context menu of the dimension element on the side panel.
In the dimension menu on the side panel.

Select the required alternative hierarchy in the drop-down menu.

Application of alternative hierarchy selection deselects the current selection of all elements and selects hierarchy elements.

To deselect alternative hierarchy elements, select the Reset item. The command is identical to the Deselect All command.