Dice, Add and Swap
Dicing allow users to pick a visible element (or member) in a visualization and - in one step -simultaneously filter the query by that element while exposing the alternative selected hierarchy (chosen from the dice menu) in its place in the visual and query. The ability to dice (or 'drill-across' hierarchies) has numerous usages and represents one of the strongest and most fluid ways to perform contextual adhoc analysis on a data set with minimal clicks.
In effect, Dicing offers users a dynamic self-driven hierarchy model, allowing the user to drill down from one hierarchy to the next as needed.
The Add and Swap menus are variations of Dice:
- Add allows you to INJECT another hierarchy into the query from the menu, without filtering or removing the current hierarchy
- Swap allows you to REPLACE the current hierarchy with another hierarchy from the menu
Using the Dice, Add and Swap Menus
Dicing, Adding and Swapping are only available through the right click menu and may be hidden based on runtime settings for the given Discover report or Present dashboard. The listing of hierarchies in the menu is presented first as an alphabetical list of dimensions (or tables), followed by a second fly out menu of flat attribute hierarchies followed by multi-level user hierarchies. Any hierarchies already in use elsewhere in the query (i.e. appearing in the drop zones) is automatically removed from the menu - including the currently selected hierarchy that is contextually driving the dice operation.
Customizing the Dice, Add and Swap Menus
The list of hierarchies presented in each of the menus can be customized by report (or dashboard) from the runtime settings panel. Here, designers can choose hierarchies will be hidden in the menu. This is often used to cull very large data models - which can be overwhelming to end users.
To use the Dice menu, right click on a member element directly on a visual or legend. This member will be used to drive how the dynamic drill down is triggered to the chosen hierarchy. The element used in the dice is then pushed into the 'background' of the query - effectively acting as a single element filter. If the element is a measure, the dicing operation has the effect of making that measure the only measure in the query - removing all others.
In the following example matrix grid, we can see Sales and Expenses values for Manufacturer Grouping on the columns, broken out by Commute Distance on the rows.
Lets Dice the 'Incumbent' manufacturers and break out those values by customer Gender. Right click on the Incumbent element, choose Dice, then the Customer Profile dimension (or table) and then choose Gender.
The resulting grid shows that we have swapped out Commute Distance on the columns withe Gender, and have also put 'Incumbents' into the background, effectively filtering the query. So now we can easily see how Sales and Expenses values for Commute Distance look by Gender, for the Incumbent item. In effect, we have broken out and dissected the previous values to better understand why the Incumbent values are what they are. This is DATA DISCOVERY!
Next, dice the Sales and break it out by customer Marital Status. Right click on the Sales element, choose Dice, then the Customer Profile dimension (or table) and then choose Marital Status.
The resulting grid shows that we have effectively focused on Sales values only (removing Expenses) and have Marital Status on to the columns . So now we can easily see how Sales for Commute Distance look by Gender and Marital Status , for the Incumbent item.
To use the Add menu, right click on a member element directly on a visual or legend. Unlike Dice, the specific member that triggered the menu is ignored. Instead it is used as a anchor for choosing where to INJECT the new hierarchy into the query. There is NO filtering effect. The engine will instead attempt to add the new hierarchy AFTER the selected member's hierarchy in the drop zone (whether the drop zone is visible or not).
Using the same example grid from the Dice example above, the user wants to inject a new hierarchy into this grid.
The user right clicks, chooses the "Add" menu, Manufacturers and Manufacturer to tell the query engine to INJECT this hierarchy and ADD it after Commute Distance.
The resulting grid now includes the Manufacturer hierarchy in both the visual and the drop zone.
To use the Swap menu, right click on a member element directly on a visual or legend. Unlike Dice - and similar to Add - the specific member that triggered the menu is ignored. Instead it is used as a anchor for choosing which hierarchy to REPLACE with the new hierarchy. There is NO filtering effect. The engine will attempt to add the swap the old hierarchy with the new hierarchy in the drop zone (whether the drop zone is visible or not).
Using the same example grid from the Dice example above, the user wants to inject a new hierarchy into this grid. Here the user wants to REPLACE the Commute Distance hierarchy with Promotion Category.
The user right clicks, chooses the "Flip" or "Swap" menu (depending on versions), to tell the query engine to REPLACE the Commute Distance hierarchy and SWAP it with Promotion Category.
The resulting grid now includes the Promotion Category hierarchy in both the visual and the drop zone instead of Commute Distance.