Versions Compared

Key

  • This line was added.
  • This line was removed.
  • Formatting was changed.

Jira

Jira Legacy
serverSystem JIRA
serverIdcc31d20e-5a18-365b-ac40-b9763e593d7f
keyCW-65

Editing

Live

...

What is a

...

Synchronised control?

Two controls can switch their position simultaneously The ‘Sync’ tool is a powerful feature that allows two controls to simultaneously switch positions when they are synchronized and linked by the titles of their tabs. Since they have same These controls may share identical tab titles, but contain different tab contents, this can be used ; thus the synchronisation enables you to switch between charts independently with using a single control.

Suppose (image)

Example: Brand Awareness by Region Sync

Consider a scenario where you need to create a brand awareness chart and filter it by region. You only want specific brands to be shown for the different regions, but you donyour dataset doesn't have a unique distinct brand distribution of brands by geographical regions in your data-base , (so each brand can belong to several regions):

Region1

Region2

Region3

Brand1

v

v

v

Brand2

v

v

Brand3

v

v

Brand4

v

v

Your task is to show specific brands for each region, for example your brand + main competitor. So you will have to To achieve this, you can manually assign brands to regions manually with the help of synchronized controlsthe 'Sync' control option.First create

  1. Begin by creating a chart

...

  1. that has the list of brands in

...

  1. the rows (with one total column).

  2. In the dashboard,

...

  1. create a

...

  1. control from the 'Region' variable.

  2. Then, create a control with multiple tabs, where each tab is named exactly after the different regions, and each tab is populated with the brands that you

...

  1. want to

...

  1. display for

...

Note, that the sync assigned control becomes hidden automatically. In order to make it visible you need to select that control and click the visibility eye at the settings panel on the left.

How to create Synchronized control?

Please skip steps 1-2 if you've already created your first training dashboard or created a filter type control.

  1. Download the training database;

  2. Configure the database: organize the folder hierarchy, refine the labels and create multi response variables;

  1. Build the cross-tab: drag the Fresh Story Unaided brand Awareness from the variables tree and drop it to the cross-tab rows and the last Quarter as columns;

  2. Switch to the Chart Editor interface, select Bar chart type, row orientation;

  3. Export the newly created chart to the new dashboard;

  4. Move to the dashboard with the chart and switch to Edit mode;

  5. To create a geo group control: click Create a control button, add and name the control tabs according to the exact region names (Europe and Asia). For each region tab drag the respective region from the variables tree at the left and drop it to the drop zone. Select the dropdown control type and name it as Select region;

  6. To create a brand group control: click Create a control button, add and name the control tabs according to the exact region names (Europe and Asia). For each region tab drag the respective brands from the variables tree (Fresh Story and Wellspring Fresh are in Europe and Vector Cola and OnWater in Asia) and drop it onto the drop zone. Select the dropdown control type;

  7. Assign controls:

a. Assign geo group control as a sync for brand control

b. Assign brand control as a row for a chart;

...

  1. that specific region.

  2. Select the chart and click the ‘Filter’ toggle under ‘Show in header’ to ensure that you can always see the correct region above the chart.

  3. Assign the controls;

    1. Click on the Region control, select ‘Sync’ on the command bar of the other brand control and then select ‘Filter’ on the command bar of the chart

    2. Then, select the brand control and assign it to the chart as “Put on: Rows”

  4. Go to VIEW mode and switch between regions.

...

Info

The sync-assigned control is hidden automatically. To make it visible, click the visibility eye in the widget settings toolbar.