--- title: "Configure, Edit, Reset a Select in Board" slug: "configure-edit-reset-a-select" description: "Learn how to configure, edit, reset or clear a Select (data filter). Apply selections on Entities, use TO/EXCLUDE, reset per hierarchy or globally." tags: ["Select", "Developer", "Screen Selection", "Entity", "Unbalanced hierarchy", "Planner"] updated: 2026-01-27T10:49:33Z published: 2026-01-27T10:49:33Z canonical: "help.board.com/configure-edit-reset-a-select" --- > ## Documentation Index > Fetch the complete documentation index at: https://help.board.com/llms.txt > Use this file to discover all available pages before exploring further. # Configure, edit, reset a Select > [!CAUTION] > 💡This article contains **version changes.** Spot the light bulb icon? That means you’ll find helpful details about what’s changed across versions. Read more about version changes [here](/v14/docs/before-you-begin#How-to-navigate-this-Knowledge-Base). This topic covers **how to configure, edit, and reset or clear a Selection** from the Select window. ## How to configure a selection To **configure a selection**: 1. **Open the Select window** by clicking the Select icon ( ![contents/assets/images/select.window.png](https://cdn.document360.io/8d6f1ae8-0cac-4d0d-a208-6245b83df94a/Images/Documentation/configure-edit-reset-a-select-image-t8v3i567.png) ) in the Top Menu, then click on the chosen Entity. > [!NOTE] > The Search feature in the upper right corner of the window will list all available Entities matching the search term as you type it. 2. After clicking on the chosen Entity, a window listing all available Entity members appears. > [!NOTE] > The Search feature in the upper right corner of the window will list all available Entity members matching the search term as you type it. > [!NOTE] > **💡 Use [filter options](/v14/docs/about-the-select#selection-interactions) to quickly locate specific Entity members, by clicking on the filter icon ( ![](https://cdn.document360.io/8d6f1ae8-0cac-4d0d-a208-6245b83df94a/Images/Documentation/image 37.png) ).** > > In version 14.2.2 and earlier, quick filter options are not available. 3. Click on the **desired Entity members.** > [!NOTE] > You can also select a set of contiguous items by clicking and dragging a lasso rectangle around the items you want to select. To select a series of items, click on the first and shift-click on the last. 4. **Click "APPLY"** to select the highlighted items or click **"EXCLUDE"** to select all non-highlighted items. > [!NOTE] > Only in a Layout Select window, when you have selected the desired Entity members, you can click on the "TO" button to override the currently-active Screen selection on the selected Entity. Excluded items will be selected with a red "x" in the checkbox and appear at the bottom of the Select window list. This action has an impact on the rest of the hierarchy: the effect of your selection is shown immediately. 5. In the Select window, you can **apply additional options** by hovering over Entities affected by a selection (optional). See [The Focus function](/v1/docs/the-focus-function) and [Dynamic Selection](/v1/docs/dynamic-selection) for more details. 6. **Click "APPLY"** once more in the Select window and all Objects defined by a Layout will automatically refresh to show the updated dataset. ## Select options for unbalanced hierarchies The following special Select options can be used on a single Entity member of an unbalanced hierarchy: 1. **Descendants** 2. **Children** 3. **Leaves** 4. **Ancestors** 5. **Parent** 6. **Siblings** ### Descendants ![Select menu: descendants option](https://cdn.document360.io/8d6f1ae8-0cac-4d0d-a208-6245b83df94a/Images/Documentation/select.unb.descendants.png) This option selects all descendants (children) of the selected member. The value next to the option defines the depth of the selection: - **ALL**: All descendants on any level will be selected. - **1**: All descendants that are 1 level away from the selected member will be selected. - **2**: All descendants that are 2 levels away from the selected member will be selected. And so on… The "**Inclusive**" checkbox defines whether or not to include the selected member itself in the selection. The "**Hierarchy**" checkbox defines whether or not to include the levels between the selected member and the member at the maximum depth of the selection. ### Children ![Select menu: children option](https://cdn.document360.io/8d6f1ae8-0cac-4d0d-a208-6245b83df94a/Images/Documentation/select.unb.children.png) This option selects direct descendants (children) of the selected member only. Descendants of the selected member’s descendants will not be selected. The "**Inclusive**" checkbox defines whether or not to include the selected member itself in the selection. ### Leaves ![Select menu: leaves option](https://cdn.document360.io/8d6f1ae8-0cac-4d0d-a208-6245b83df94a/Images/Documentation/select.unb.leaves.png) This option selects leaf members that are descendants of the selected member. Nodes are excluded from the selection. The "**Inclusive**" checkbox defines whether or not to include the selected member itself in the selection. ### Ancestors ![Select menu: ancestors option](https://cdn.document360.io/8d6f1ae8-0cac-4d0d-a208-6245b83df94a/Images/Documentation/select.unb.ancestors.png) This option selects all parent members of the selected member, up to and including the root member. The value next to the option defines the depth of the selection: - **ALL**: All ancestors on any level will be selected. - **1**: All ancestors that are 1 level above the selected member will be selected. - **2**: All ancestors that are 2 levels above the selected member will be selected. And so on… The "**Inclusive**" checkbox defines whether or not to include the selected member in the selection. The "**Hierarchy**" checkbox defines whether or not to include the levels between the selected member and the root member. ### Parent This option selects the direct parent member of the selected member. ![contents/assets/images/parent 1.png](https://cdn.document360.io/8d6f1ae8-0cac-4d0d-a208-6245b83df94a/Images/Documentation/select.unb.parent.png) The "**Inclusive**" checkbox defines whether or not to include the selected member in the selection. ### Siblings ![Select menu: siblings option](https://cdn.document360.io/8d6f1ae8-0cac-4d0d-a208-6245b83df94a/Images/Documentation/select.unb.siblings.png) This option selects all siblings of the selected member. The "**Inclusive**" checkbox defines whether or not to include the selected member in the selection. ## How to edit a Selection To **edit an existing selection**: 1. Open the Select window by clicking the Select icon ( ![contents/assets/images/select.window.png](https://cdn.document360.io/8d6f1ae8-0cac-4d0d-a208-6245b83df94a/Images/Documentation/configure-edit-reset-a-select-image-p8ve56xn.png) ) in the Top Menu, then click on a checked Entity. 2. After clicking on the chosen Entity, a window listing all Entity members appears. Currently-selected members appear at the top of the list with a blue check mark on their left, while non-selected members are grouped in the grey area at the bottom of the list. 3. Click on the Entity members that you want to to add or remove from the current selection. > [!NOTE] > *You can also select a set of contiguous items by clicking and dragging a rectangle around the items you want to select.* > > *To select a series of items, click on the first and shift-click on the last one.* > > *Click the "CLEAR" button at the bottom left corner of the window to clear all selections and start over. To reset a selection on a single Entity or on all Entities, refer to* [*Reset a Selection or Clear all Selections*](/v14/docs/configure-edit-reset-a-select#reset-a-selection-or-clear-all-selections) *below.* 4. Click "APPLY" to select the highlighted items. 5. In the Select window, you can apply additional options by hovering over Entities affected by a selection (optional). Read [The Focus function](/v1/docs/the-focus-function) and [Dynamic Selection](/v1/docs/dynamic-selection) for more details. 6. Click "APPLY" once more in the Select window and all Objects defined by a Layout will automatically refresh to show the updated dataset. ## Reset a Selection or clear all Selections To **completely clear existing selections on all Entities**, click on the paint brush icon ( ![clear.paintbrush.icon](https://cdn.document360.io/8d6f1ae8-0cac-4d0d-a208-6245b83df94a/Images/Documentation/clear.paintbrush.icon.PNG) ) in the bottom left corner of the Select window. To **reset a selection made on a single Entity**, hover over a checked Entity and click the "Reset" icon ( ![](https://cdn.document360.io/8d6f1ae8-0cac-4d0d-a208-6245b83df94a/Images/Documentation/refresh.png) ). ![contents/assets/images/select.reset.png](https://cdn.document360.io/8d6f1ae8-0cac-4d0d-a208-6245b83df94a/Images/Documentation/select.window.reset.clear.png) Resetting the selection on an Entity belonging to a hierarchy also automatically resets all selections propagated to all Entities of that same hierarchy. For example, if you select July-2021 from the Month entity, the selection will propagate to the year 2021 of the Year Entity. Resetting the selection on the *Month* Entity to all existing months will result in resetting the selection to all years of the Year Entity as well. > [!NOTE] > *Resetting a Selection made on an Object, such as a Selector, a Data View, or a Chart, restores the state of the* [*Select at runtime*](/v1/docs/about-the-select#selection-application-sequence)*. In case a Screen is opened through a "Drill-to-Screen" action or includes a triggered Procedure which applies a Select, the additional selection criteria are applied to the "Select at runtime".* > [!NOTE] > When multiple selections are applied within the same Relationship Tree, the reset selection action behaves differently depending on where it is used: > > - **Screen Selection**: Reset clears only the selected branch of the Tree. > - **Selector Object**: Reset clears selections across the entire Tree. Read more about this behavior [here](https://community.board.com/discussion/19893/selector-object-resets-in-parallel-entities). ## Related - [The Focus function](/the-focus-function.md) - [About the Select](/about-the-select.md) - [Dynamic Selection](/dynamic-selection.md)