A project can contain both Variable subsets and Hierarchical Filter units. Once you have your variable subset created there is an option to define or restrict access for Hierarchical Filter to certain variable subsets. To start setting this, go to Variable subset Vs H-filters tab. You can connect one or multiple Variable subsets to a Hierarchical Filter. It is also it possible to define which Variable subsets should be default selected per unit. These settings are only applied to StoryTeller, not to other report types.
This functionality can be found under Reporting Objects:
Here we see an example the new page.
By default, there are no connections between the Hierarchical filter and Variable subsets/Filters in your project so first you need to create the required connections. The following steps will create a connection:
- In the page Hierarchical filters vs Variable subsets/Filters click “Create new connections”
- Select to connect the Hierarchical filter to the Variable subset or any Filter.
After you have created the connection you enter setup mode directly, see details in next chapter.
Here is the Hierarchical filters vs Variable subsets/Filters page before any connection is created, to create a connection via the Create new connection option.
Select to connect the Hierarchical filter to Variable subsets or Filters when creating a new connection.
Next time you enter the page “H-filter vs Variable subsets/Filters” all your connections are listed in a grid and from here you can delete those or enter edit mode to change the connections.
Here we see the list of all created connections in a project.
To setup the connections between Hierarchical filter nodes and Variable subsets, via the user interface, do the following:
- Select the node in the hierarchical filter tree
- Select the filter options to be connected by ticking “Connect” or “Selected by default” in the grid to the right
- Repeat step 1 and 2 for all the nodes to be connected to the Filters
Here we see an example where the Function filter is connected to the Hierarchical filter, in this example we see that only the options No selection, Sales and Marketing will be available when Business unit B is selected by the users in the StoryTeller report. The No selection option is set to default option.
Note 1: if a filter option is set to default, it is selected by default when the end-user selects the hierarchical filter node in the StoryTeller. If no filter option is set to default, the already selected filter option is still selected if it is available, if it is not available the first available filter option becomes default selected.
Note 2: Hierarchical filter nodes without specified connections inherit the connections from the closest direct antecedent node (i.e. parent node, parent of parent node, etc. walking back up through the tree) that has defined connections.
Tip 1, the Hierarchical filters can be shown in either a tree view or as a list view as shown in the images below. When using the list view you can also select if the nodes should be sorted by level or by branch.
Here we see an example of the tree view to the left and an example the list view to the right.
Tip 2, if multiple hierarchical filter nodes should be connected to the same Variable subsets you can enable the multi selection support in the hierarchical filter selection. Though, use this option with care as it is easy to overwrite wrong nodes if you forget to untick all the nodes when you are going to select a new set of nodes.
Here multiple selection has been enabled, the option to enable multiple selections is present in top right corner in the image below.
Tip 3, you can right click in the Variable subset grid to get a context menu from where you can apply bulk updates, the selected option is applied to all selected Variable subsets.
Here we see the context menu used to apply same setting to all selected Variable subsets.
Tip 4 - you can clear all the specified connections by clicking “Remove all connections” options at the top, all created connections will be cleared then and you cannot undo the action, so use it with care.
Setup via Excel download/upload
To make new connections, or edit existing connections, in an Excel file:
- Enter the “Bulk edit” view
- Download the Excel template
- Edit the connections in the Excel file
- Upload the file
Here we see the downloaded Excel file. For each hierarchical filter node you specify which Variable subsets to be connected and if any Variable subset should be selected by default.