Input Controls: Dimension, Account, Measure, or Cross Calculation

Input controls give you the ability to change which dimensions or measures to display for your charts or tables.

Depending on which input control you create, you can either show a single selection or multiple selections. For charts, dimension, account, and measure input controls allow only one selection, while Cross Calculation Input controls can be set up to display multiple cross calculation members. For tables, the measure input control can also display multiple cross calculation members.

Note
If your chart type doesn't allow negative values and you choose a measure that has negative values, you will see a warning instead of an updated chart.
Tip

When an input control is added to a story, it is added as a Page Filter.

Charts: Creating Dimension, Account, or Measure Input Controls

The steps to create a Dimension, Account, or Measure input control are quite similar.

Note

Account input controls will only work with the account hierarchy they were created with. If you change the account hierarchy in your chart you will see an error message.

Dimension Account Measure
  1. Select your chart.

  2. From the Builder choose Start of the navigation pathAdd Dimension Next navigation step Create a Dimension Input ControlEnd of the navigation path.

  3. In the dialog, select the dimensions to add to the input control.

    Choosing All Dimensions will add all the dimensions to the input control.

  4. When finished, select OK.

  1. Select your chart.

  2. From the Builder choose Start of the navigation pathAdd Account Next navigation step Create Account Input ControlEnd of the navigation path.

  3. In the dialog, select the measures to add to the input control.

    Choosing All Account Members will add all the members to the input control. Choosing a top-level node in any member hierarchy will add all the members for that node and below to the input control.

  4. When finished, select OK.

  1. Select your chart.

  2. From the Builder choose Start of the navigation pathAdd Measure Next navigation step Create Measure Input ControlEnd of the navigation path.

  3. In the dialog, select the measures to add to the input control.

    Choosing All Members will add all the members to the input control. Choosing a top-level node in any member hierarchy will add all the members for that node and below to the input control.

  4. When finished, select OK.

Charts: Creating Cross Calculation Input Controls

  1. Select your chart.

  2. In Builder, beside Chart Structure, select Start of the navigation path(Add Chart Components) Next navigation step Add Cross CalculationsEnd of the navigation path

    A Cross Calculations section is added with the default dimension Measure Values.

  3. In the Cross Calculations section, choose Start of the navigation pathSelect Cross Calculation Next navigation step Create Cross Calculation Input ControlEnd of the navigation path.

  4. In the New Cross Calculation Input Control dialog, select from the available cross calculations.

  5. Decide whether to use Single Selection or Multiple Selection.

    If you want to see multiple selections in a chart, you need to also select the Cross Calculations dimension. (In the Dimensions section, select Start of the navigation pathAdd Dimension Next navigation step Cross CalculationsEnd of the navigation path.)

  6. When finished, select OK.

Tables: Creating Dimension, Account, Measure, or Cross Calculation Input Controls

The steps to create a Dimension, Account, or Measure input control are quite similar. One difference is that measure input controls can be used with multiple cross calculations.

Dimension Account Measure
  1. Select your table.

  2. From the Builder choose Start of the navigation pathAdd Measures/Dimensions Next navigation step Create Dimension Input ControlEnd of the navigation path.

  3. In the dialog, select the dimensions to add to the input control.

    Choosing All Dimensions will add all the dimensions to the input control.

  4. When finished, select OK.

  1. Select your table.

  2. From the Builder do one of the following:

    • In the Account measure, choose Start of the navigation path Next navigation step Add Account Input ControlEnd of the navigation path.

    • In the Cross Calculations measure, choose Start of the navigation path Next navigation step Add Account Input ControlEnd of the navigation path.

  3. In the dialog, select the measures to add to the input control.

    Choosing All Account Members will add all the members to the input control. Choosing a top-level node in any member hierarchy will add all the members for that node and below to the input control.

  4. When finished, select OK.

  1. Select your table.

  2. From the Builder do one of the following:

    • In the measure, choose Start of the navigation path Next navigation step Add Measure Input ControlEnd of the navigation path.

    • In the Cross Calculations measure, choose Start of the navigation path Next navigation step Add Measure Input ControlEnd of the navigation path.

  3. In the dialog, select the measures to add to the input control.

    Choosing All Members will add all the members to the input control. Choosing a top-level node in any member hierarchy will add all the members for that node and below to the input control.

  4. When finished, select OK.

Restriction

When you use the dimension input control, you can show totals for the currently selected dimension in your table (right-click the dimension, then select Start of the navigation pathShow/Hide Next navigation step TotalsEnd of the navigation path). You can use the dimension input control to select other dimensions and then show totals for those dimensions as well. However, when you save your changes and close the story, only the totals for the last selected dimension will be saved. The next time you open the story you will need to use the Show/Hide option to show the totals for any dimension that you switch to.

Dimension Input Controls: Changing Displayed Values

There are two ways to change how members are displayed in a dimension input control: from the Builder panel you can set all dimensions to use the same display settings, or from the New Dimension Input Control you can set each dimension to use a different display setting.

Tip

If you customize the display values in the input control (or by using Edit Display Settings in the builder panel), you won't be able to apply the same display values to all dimensions until you Reset Display Settings.

Same display settings for all dimensions Customized Display Settings
  1. Select your chart or table.

  2. From the Builder choose New Dimension Input Control and then choose Start of the navigation path Next navigation step Display OptionsEnd of the navigation path.

  3. Select whether to display Description, ID, or ID and Description.

  1. Do one of the following:

    • On the page, select the New Dimension Input Control and then choose Start of the navigation path Next navigation step Edit Input ControlEnd of the navigation path.

    • Select a table or chart.

      From the Builder choose New Dimension Input Control and then choose Start of the navigation path Next navigation step Display Options Next navigation step Edit Display SettingsEnd of the navigation path.

  2. For each dimension, select whether to display Description, ID, or ID and Description.

  3. When finished, select OK.