December 2024 (v24.12)

Understanding Navigation Actions

8 Minutes to read

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Understanding Navigation Actions

8 Minutes to read

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The Analyze tab gives you the ability to execute the following operations on a model and its view using the actions in the ribbon. The view data changes by your actions:

Zoom In

Under Zoom In action, there are specific actions that define how to zoom in on the displayed dimension intersection data, such as:

Children
Leaves
All Children
Data Leaves

Children

When you click Zoom In and select Children, the immediate children for the selected dimension will appear.

In Practice: Zoom In - Children

Select a dimension and navigate to Zoom In > Children.
The immediately associated children for the selected dimension will appear.

Note:

In the above image, we have selected Account as a parent member, and its immediate children are Net Income and Statistical Accounts.

Leaves

When you click Zoom In and select Leaves, only the leaf-level members associated with the selected dimension member will appear.

In Practice: Zoom In- Leaves

Select a dimension and navigate to Zoom In > Leaves.
When Leaves is selected, leaf-level members associated with the selected dimension member appear with the existing member.

All Children

When you click Zoom In and select All Children, all the members associated with the selected dimension are displayed.

In Practice: Zoom In- All Children

Select a dimension and navigate to Zoom In > All Children.
When All Children is selected, all children members will appear for the selected dimension member.

Before Zoom In- All Children

After Zoom In- All Children

Note:

In the above scenario, we have selected Net Income as a dimension; hence, selecting All Children displays all the members associated with Net Income.

Data Leaves

When you click Zoom In and select Data Leaves, only the leaf-level members containing data associated with all the dimensions on the row axis are displayed.

In Practice: Zoom In- Data Leaves

Select a dimension on the row axis and then navigate to Zoom In > Data Leaves.
When Data Leaves is selected, only leaf-level members containing data associated with all the dimensions on the row axis are displayed, and all parent members in the dimension are removed from the view.

Before Data Leaves

After Data Leaves

Zoom Out

Zoom Out helps you reach the next highest level within a dimension hierarchy. For example, if you are currently in the "City" level within a geography dimension hierarchy, zooming out will take you to the "State" level.

Zoom Out - Parent

When you select Parent, it helps you to view the highest level parent member of the selected dimension.

In Practice: Zoom Out- Parent

Select a dimension member and navigate to Zoom Out > Parent.
When Parent is selected, only the next highest-level parent is displayed.

Before Zoom Out, Parent

After Zoom Out, Parent

Note:

In the above scenario, we have selected Operating Margin as a dimension member; hence selecting Zoom Out- Parent displays Account and Net Income as a Parent member.

Zoom Out - Top Level

When you select Top Level, it helps you to go back to the root member of the selected dimension.

In Practice: Zoom Out- Top Level

Select a dimension member and navigate to Zoom Out > Top Level.
When Top Level is selected, the view changes to go back to the Top Level (the top or root of the dimension or the topmost member in the dimension you have access to).

Before Zoom Out, Top Level

After Zoom Out, Top Level

Pivot

The Pivot feature helps you to swap the dimensions between page, row, and column by defining the view as required.

In Practice: Pivot

Click the Pivot icon and select Pivot.
The column data is swapped to a row, and the row data is swapped to the column.

Before Pivot

After Pivot

Pivot to Page

Pivot dimensions to the page level help you to pivot a dimension from a row to a Page section or from a column to a Page section.

Note:

If only one dimension is available on the row/ column, it cannot be pivoted to the Page, as we need at least one dimension on the row and column.

In Practice: Pivot to Page

Select a dimension on a row or column and navigate to Pivot > Pivot to Page.
The selected dimension is swapped to the page level.

Pivot to Row

With Pivot to Row, you can select a single dimension and pivot it from the column to the row or from page to row. Dimensions not selected remain on the column/page, respectively.

Note:

If only one dimension is available on a column, it cannot be pivoted to a row, as we need at least one dimension on the column.

In Practice: Pivot to Row

Select a dimension from the column, and navigate to Pivot > Pivot to Row.
The selected dimension is swapped from column to row.

Pivot to Column

With Pivot to Column, you can select a single dimension and pivot it from a row to a column or from page to column. Dimensions not selected remain on the row/page, respectively.

Note:

If only one dimension is available on the row, it cannot be pivoted to the column, as we need at least one dimension on the row.

In Practice: Pivot to Column

Select a dimension on the row from the view, and navigate to Pivot > Pivot to Column.
The selected dimension is swapped from row to column.

Keep Only

The Keep Only feature helps you to retain specific data within view. This action works the opposite of Remove Only.

Select a cell containing members from a dimension you want to retain and click Keep Only.
All other dimension members are removed, and only the data and metadata within the selected intersection are displayed.

Note:

Data that is not kept is not permanently removed or deleted. It is just removed from the view.

Remove Only

The Remove Only feature helps you to remove the data and metadata for the selected member(s) from a view.

Select the required cell and click Remove Only.
The selected cells are removed.

Note:

Remove Only does not permanently remove or delete data. It just removes the intersections from the view.

Get Data

This action updates data in the spreadsheet after selections are made.

Select any view.
Click the Get Data icon to update or refresh the selected view.

In Practice: To Display the Hierarchical Order by Updating the dimension members of a view

Select any dimension member or view, and click Update Selection.
The selected dimension member of view is displayed on the sidebar in hierarchical order.
Note:
In the above instance, we have selected Design Marketing Report as a view.
Likewise, select any dimension member from the sidebar, and click Apply.
The selected dimension member is displayed on the screen.
Note:
In the below instance, we have selected Net Income as a dimension.
Notes:
If you want to update dimension members for any other dimension in the view, follow the same steps again.
1. Select the dimension, and click Update Selection on the sidebar.
2. Select the member and click Apply.
3. Select the POV members by clicking the Update Selection option in ESM views.
Otherwise, you can also update members using the drop-down list for each dimension.

Suppress Row

Suppressing rows in a spreadsheet is the process of hiding certain rows from view. It helps you to create summary reports or hide some information. The below set of options are available to do ad-hoc analysis:

None: By selecting None, all rows, including Blank and Zero rows, are displayed in the view.

Note:

This is the default value.

Zero: By selecting Zero, the rows with zero values will be hidden from the view.
Blank: By selecting Blank, the rows that do not have data (blank) will be hidden from the view
Both: By selecting Both, the rows with zero values or blank rows are hidden from the view.

In Practice: Suppress Row

Select the required row, and click the vertical ellipsis icon.
The sub-menu bar appears; click the Suppress Row icon.
Select the required option.

Suppress Column

Suppress columns help to hide or remove unnecessary information from a dataset, reduce the size of the dataset, and help to keep only the columns that are required for a particular task.

None: By selecting None, all columns, including Blank and Zero columns, are displayed in the view.

Note:

This is the default value.

Zero: By selecting Zero, the columns with zero values will be hidden from the view.
Blank: By selecting Blank, the columns that do not have data (blank) will be hidden from the view
Both: By selecting Both, the rows with zero values or blank columns are hidden from the view.

In Practice: Suppress Column

Select the required row, and clickthe vertical ellipsis icon.
The sub-menu bar appears, click the Suppress Column icon.
Select the required option.

Indent Row Members

Indenting row members help to identify the hierarchical relationship between the parent and its children members and are especially useful for large datasets with multiple levels of hierarchy. Another benefit is that it helps to improve the readability of the data. Additionally, it also helps simplify navigation through the dataset.

YES: Select YES to indent data.
NO: Select NO to keep the data unindented.

Note:

The default value is NO.

In Practice: Indent Row