Present Context Menus at Runtime

Run any actions that have been built for the selected content item or items. Actions allow your users to jump to another place in the presentation (slide, mini-tab, or content item), open a URL, or open a tooltip at runtime. Actions can also allow your users to run some JavaScript that you wrote, causing a custom behavior.

Add a selected hierarchy to the query.

Open a discovery in the Discover Lite tool. Note: You can edit and save the discovery from this view. This is particularly useful if you want to edit your discovery and save your changes.

Build a new alert for the given data point. This option is only enabled once the presentation has been saved.

Change the visualization type used by the discovery. For example, change a grid into a pie or area chart.

Highlight important items using mathematical or logical rules and graphical adjustments to the underlying chart or grid.

Copy a data point or value from your visual by right-clicking that value in your visual and selecting one of the following options from the Copy menu:

• Copy Data Point Value or Copy Value
• Copy Selections
• Copy Row
• Copy Column

Copy data from your visual so that it can be pasted into a third-party tool, such as Microsoft Excel. For any visualization type apart from Maps, right-click your discovery's background and select one of the Copy Content options:

• Copy Raw Data: Copies the raw data, without any formatting, to your clipboard. Hierarchies and measures are copied to the clipboard as columns. Member elements are not grouped; rather, each row in the hierarchy column contains a member element label.
• Copy Visual Data: Copies the same data to your clipboard as above, but with the structure that you can currently see in your visual.

Warning: There is a copy limit of 400,000 cells.

Tip: When you copy data to your clipboard, the format used is typically suitable to be pasted into Microsoft products. You can change the default format type for your clipboard data in your User Defaults (General > Clipboard Mode).

Dice a member by another hierarchy.

If the discovery contains a user hierarchy, right-click on a member to drill down, drill up, or drill to a specific level. When working with charts, access these functions by right-clicking on the members listed in the chart's legend.

If the discovery contains a user hierarchy, right-click on the member rows to expand down to the next level. To collapse a level, right-click on its parent level and select Collapse. When working with charts, access these functions by right-clicking on the members listed in the chart's legend.

Open the Explain dialog to generate insights into the factors driving, or contributing to, a data point of interest.

Focus or eliminate a data point or a member. Right-click on the relevant data point. For example, for grids, this is a cell.

View a summary of the selected discovery, including its filters (the measures it contains), statistics (the number of columns, rows, and cells it contains), and its metadata.

Where an interaction has been configured, the Interact button is enabled. You can use this option to cross-filter discoveries.

Use this option to copy a special URL or Snippet to your clipboard. You can then use this link to read the result set of the item's query into another client technology that consumes data (for example, Microsoft Excel).

Switch the axes:

• For charts, right-click on the visual background or legend.
• For grids, right-click on the background or header.

Prints the currently selected visual item. Options are provided to print (Export) the selected item in a variety of different formats. See Print and Export for more details.

Quick filter by the top or bottom count or percent. When working with grids, right-click on a measure header for this option.

Quick sort according to values or labels. When working with grids, right-click on a measure header for this option. You can also open the runtime Sort wizard from this sub-menu.

Assign a rating to the given item.

Remove the selected hierarchy from the query.

Right-click anywhere on your presentation background to open this option. If it is enabled on the menu, then one or more slicers have been updated but the associated filtering has not yet been applied to the presentation (Auto Run is off for one or more slicers).

Select the relevant member, and then dice it by another hierarchy, or focus or eliminate it.

Show existing workflows or conversations.

Start a new workflow or conversation.

Swap the selected hierarchy for another one.