Control-Сontrol Interaction: Sync

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.

Suppose 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 don't have a unique distribution of brands by geographical regions in your data-base (so each brand can belong to several regions):

Your task is to show specific brands for each region, for example your brand + main competitor. So you will have to assign brands to regions manually with help of synchronized controls.
First create a chart with brands in rows and a single total column, then create a "Region" control, then create a "Brand" control with tabs titled exactly as your regions are titled in "Region" control, and on each tab place the brands that you need to show for this region. Then Sync "Region" control with "Brand" control, and assign "Brand" control to chart's rows.

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;

c. Assign geo control as a filter for a chart.
10. Move to the View mode and switch between regions.