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 of 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 open a window with the list of Entities you are allowed to drill down on

2. Select the desired Entity and click APPLY or double click the Entity to save the Drill and to perform it. The configured drill data is always displayed in a Data View

Once the drill is saved, it can be easily performed again 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 Tree 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 Tree 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-Procedure configuration, the Procedure will run with:

• A selection based on the Entity member selected or double-clicked in the Tree 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. 

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

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 3 vertical dots 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 to PDF . Export the chart as as a PDF file

• Export screenshot to .png . Takes a screenshot of the chart and saves it as a .png

• Comment icon . Displays any comment attached to the chart (if any). Depending on the comment configuration, the icon displayed can be a balloon icon, a question mark icon or an alert icon