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What is a Synchronized control?
Two controls can switch their position simultaneously when they are synchronized and linked by the titles of their tabs. Since they have same tab titles but different tab contents, this can be used to switch charts independently with a single control.
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The 'Sync' tool empowers you to switch between charts independently using a single control. It works by allowing two controls to simultaneously switch positions when they share the same tab titles, even if their tab contents are different. Let's examine this further through an example.
How to synchronize controls
Consider a scenario where you create a brand awareness chart and filter it by region. You only want specific brands to be shown for the different regions but you don't have a unique distribution of brands by geographical regions in your data-base (so apply region-based filters. Your goal is to display specific brands for various regions, even though your dataset lacks a clear-cut brand distribution by geographical regions. In this scenario, each brand can belong to several multiple regions):.
Region1 | Region2 | Region3 | |
Brand1 | v | v | v |
Brand2 | v | v | |
Brand3 | v | v | |
Brand4 | v | v |
Your task is to show To display specific brands for each region, for example your brand + main competitor. So you will have to you can manually assign brands to regions manually with the help of synchronized controlsthe 'Sync' control option.First create
Start by creating a chart
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that lists brands in
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the rows (with one total column).
On the dashboard,
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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.
Download the training database;
Configure the database: organize the folder hierarchy, refine the labels and create multi response variables;
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;
Switch to the Chart Editor interface, select Bar chart type, row orientation;
Export the newly created chart to the new dashboard;
Move to the dashboard with the chart and switch to Edit mode;
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;
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;
Assign controls:
a. Assign geo group control as a sync for brand control
b. Assign brand control as a row for a chart;
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control based on the 'Region' variable.
Now, create another control with multiple tabs, naming each tab after a different region. Populate each tab with the brands you want to display for that specific region.
Select the chart and enable the 'Filter' toggle under 'Show in header' to ensure that the correct region is always visible above the chart.
Assign the controls as follows:
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;
Next, select the brand control and assign it to the chart as ‘Put on: Rows’.
Go to VIEW mode and switch between regions to check if the desired brands displayed for each region.
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Info |
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The sync-assigned control is hidden automatically. To make it visible, click the visibility ‘eye’ icon in the widget settings toolbar. |