Query Interactions
Pyramid provides many ways to interact with your data and queries on-the-fly, allowing you to slice and dice, filter, sort, drill, and more, directly from the right-click context menu. The various query functions allow the user to change the way a query resolves a data set result (and its related visualization). More explicit query functions are also available via wizards and dialogs while advanced analytical and statistical methods are available through advanced querying.
To access interactive query functions:
- Right-click on the cells, columns, headers, legends, or segments of the visual
- Right-click on the chips in the drop zones
- Click here for more on making single and multi-element selections that can drive interactivity.
Functions
- Add, Remove, and Swap - Injecting, remove, and replace hierarchies respectively. (These options are variations of Dice.)
- Dice - Dicing allows you to 'drill across' from a chosen element into another hierarchy.
- Drill Down, Drill Up, and Drill to Level - Move between different levels of a user hierarchy. Drill up or down to the next or previous level of the hierarchy, or drill to a specified level of the hierarchy.
- Expand and Collapse - Where expand icons (+ / -) are shown in a grid, you can use this option to hide and show multiple levels of the hierarchy.
- Member and Data Point Selection - Select elements and data points for analysis directly from the visuals.
- Quick Sort - Sort the data and items in your visual by descending, ascending, or custom values.
- Quick Filter - Filter the data and items in queries
- Pivot - Switch the discovery's x- and y-axes. (Rotate selections between drop zones in your query design.)
- Totals - Add "totaling" to grids to add context and information to the report.
Extended Interactive Functions
Beyond the core query interaction functions described above, the right-click context menus can also be used to drive extended capabilities that extend the data consumption and interrogation process - even if they do not all directly involve changing the current query. These functions include Calculation tools (which do change the query), Actions, Alerts and Conversations.
- Calculations - Calculations allow users to build typical mathematical functions on content without code. The calculations are automatically included in the query.
- Actions - Actions allow users to leap to another report or dashboard based on a contextual click
- Alerts - Alerts allow users to receive a notification either when a data point changes (up, down, or the same) or when the Smart Alert engine identifies unexpected real values.
- Workflows and Conversations - Workflows allow users to add or reply to workflow threads with other users that are attached to data