Discover Pro Ribbons
Discover Pro features four ribbons, exposing a range of functionality that can be used to customize the query, and change the report and visualization design and formatting.
These features offer the user a tremendous amount of flexibility when it comes to querying the data model. They also give the user great freedom in terms of defining the look and feel of the data discovery.
Run Query
The Run Query button (orange highlight below) is the first function in the ribbon, and is displayed regardless of the currently selected tab. This button is used to manually run the query when the auto run function is disabled, or when changes are made to the query from the elements panel.
Tip: You can also click F2 to run your query.
Ribbon Selection
There are four ribbons that you can toggle between by clicking the relevant tabs:
To access the required ribbon, simply click its corresponding tab. Note that the icon and options on the Component ribbon differ depending on the type of visualization you are looking at.
Report Ribbon
The Report Ribbon offers quick access to a range of commonly used tools, including a handful of query functions, along with formatting functionality that is applied at the report level. The Report Ribbon also provides access to the extended functionality offered by Report Actions and Conversations.
Function |
Description |
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GENERAL |
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Smart Insights perform an AI-automated analysis of a given query and generate some output that is returned in natural language. |
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Open a new Discovery window. To copy a report, click the drop-down and select Duplicate. |
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Refresh the metadata in the trees, and the folder tree if showing business logic. |
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Download the data catalog summary document (PDF). |
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QUERY |
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Remove all selections and reset the query. Alternatively, click Query Reset > Report Reset to return to the last saved version of the report. |
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Enable Auto Run to automatically run the query after changes, including adding, removing, or adjusting chips in the drop zone.
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Switch the columns with rows (reverse the x and y axes). |
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Add grand totals to a grid. Select the drop-down to configure totals rows and columns from the dialog. |
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Sort & Filter |
Configure sorting and filtering preferences via the Sort Wizard and the Filter Wizard. Click the drop-down and select either sort or filter. You can also remove previously applied sorts and filters from this drop-down. |
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Quickly search for members using the Members Search wizard, and either add them to the query or save them as a list. |
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Pre-query slicer (not shown) |
Set the slicer selections for use when opening the Discovery report, before the query is loaded. |
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View, edit, or delete quick variable list parameters. |
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Split the canvas horizontally or vertically and show the raw results nest to the visualization you've built. |
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Bookmark slicers and re-use them in Discovery reports. |
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FORMATTING |
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Formatting |
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Select a visualization type from the drop-down menu. |
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EXTENSIONS |
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Define actions for the query using the Actions panel. |
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Click to open the Workflow or Conversations panel. |
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WORKSPACE |
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The panels that make up the Discover module (Dimensions, Measures, Elements, and Drop Zones) can be moved to the "docks" on either the right-hand or left-hand side of the canvas.
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User defaults are a set of options to drive the basic user experience for Pro users. |
Design Ribbon
The Design Ribbon exposes functionality that enables the user to customize the design of the entire report. The tools here are applied at the report level, meaning they affect the entire data discovery, rather than specified elements within it (such as the query, or given visualization elements).
From here, the user can select a design theme for the report, and change the report background color and the report title color. They can also govern the report's runtime settings to determine what functionality will be exposed in the report when it's viewed, and add notes to the report.
Function |
Description |
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REPORT OPTIONS |
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Show / hide the visualization's title. |
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Enable Notes to open the notes panel along the bottom of the UI. |
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Customize which runtime settings should be enabled. |
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Hides tooltips that are used to expose detailed properties of member elements. |
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Show or hide query info captions. |
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DESIGN |
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Report Background |
Change the background color of the report. |
Select from preset slicer styles. |
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Select a design template form the Design panel. To view all templates, click the bottom arrow. |
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Undo all selected formatting options. |
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Copy styles from one report and paste them into another. |
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COLOR LOGIC |
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Colorize measures in the visual. |
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Change the tolerance of the readability logic to enable a broader combination of colors. |
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Set or control logically defined colors or indicators. |
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"Hard-code" color allocations to specific hierarchy members in a given report. |
Component Ribbon
From the Component Ribbon, users can customize the formatting and design at the visualization level. This ribbon offers formatting choices that affect the look and feel of the current visualization. The functions exposed in the Component Ribbon depend of the currently selected visualization type, with each function developed to address the various formatting and design considerations that are specific to the corresponding visualization.
For example, when a line chart visualization is selected, options are exposed to change the line and data point style and size. If the visualization is changed to a grid, the Component Ribbon exposes functions that allow the user to customize row and column size, and even to customize font at the row, column, and data cell levels.
Cartesian Charts
Grids
Segment Charts
Function |
Relevant Visual Type |
Description |
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Matrix Grid |
Select the drop-down to reposition the grid on the canvas. Only available for matrix grids. |
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Grid, Raw Results |
Display every other row in gray. |
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All charts except Map |
Show or hide axes labels. Click the drop-down and select More to change font. |
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Matrix Grid, Tabular Grid, Raw Results |
Customize the axes font and alignment. |
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Charts |
Use a common scale, shared y-axis, shared x-axis, and select unit formatting. |
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Scatter Charts |
Click the drop-down to select the position of the axis. |
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All charts except Map |
Hide or show axes. |
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Background |
Change the background color of the visualization. |
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Matrix Grid |
Show or hide some, all, or no borders. |
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Matrix Grid |
To change the color of the grid's borders, click the Border Color button to open the color picker. |
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Cartesian Charts |
Change the design of the chart output. |
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Matrix Grid, Tabular Grid, Raw Results |
Toggle on to auto fit columns to the appropriate size to display the data in the cells. |
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Matrix Grid, Tabular Grid, Raw Results |
Customize the cell font and alignment. |
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All charts except Map |
Add value labels to charts. |
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Line, Area, and Scatter Charts |
For line and area charts, click to show data points. For scatter charts, click the drop-down to select the type of data point. |
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Matrix Grid |
Use the Expand Icons to expand down to the next level in a grid. These will only operate on regular hierarchies. |
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Pie, Pyramid, Funnel Charts |
Separate the segments. |
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Font |
Gauges |
Select a font color. |
Format All |
Grid |
The functions available from the Format All section of the grid component ribbon are used for formatting of grids, grid rows, columns, cells, and headers. They can also be used to configure contextual formatting. |
Map Charts |
Specify a country and state. |
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Matrix Grid |
Click the drop-down to choose between matrix mode and flat mode. Only available for matrix grids. |
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All charts except Pie and Map |
Show or hide grid lines. Click the drop-down to select from different types of grid lines, or select More to configure grid lines manually. |
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Matrix Grid, Tabular Grid, Raw Results |
Add padding to the grid cells. |
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Grids |
Hide or show headers. Change header font and colors by clicking the drop-down and selecting More. |
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Label Alignment |
Gauges |
Align the gauge labels. |
Labels |
Gauges |
Click the drop-down and select Edit Labels to edit the labels for the Target and/ or Value. |
Legend |
Enable or disable legends. Click the drop-down to reposition the legend, and click more to change the legend's font, borders, and background color. |
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Line, Area Charts |
Toggle the line icons to make the line thicker or thinner . |
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Map Charts |
Change the color of the countries and the water. |
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Map Charts |
Select a map type from the drop-down menu. |
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Grid |
Enable the mini map to navigate large grids for easily. |
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Column, Bar, Line, Area, Scatter Charts |
When working with the motion drop zone, position the Motion component and determine the motion speed. |
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Drop a date hierarchy into the Motion drop zone to see the visualization change over time. |
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All charts except Map |
Add a title to charts. |
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All charts except Map |
Reduce the opacity of chart visuals. |
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Scatter Charts |
Toggle the point icons to adjust the size of the data points. |
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Matrix Grid, Tabular Grid, Raw Results |
Scale a grid down to fit on the canvas. |
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Text Formatting |
Use the text icons to enlarge and shrink the visual's font size. |
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Title Alignment |
Gauges |
Align the gauge titles. |
Title Text |
Gauges |
Toggle gauge titles on and off. |
Matrix Grid |
You can use "total formatting" to change the formatting of your totals. |
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All charts except Map |
Enabled when charts are trellised. Add the measure to each chart's y axis as an additional label. |
Query Ribbon
The Query Ribbon offers a range of tools aimed at customizing the query itself. Because these functions are performed at the query level, they affect the data that is returned in the visualization. The tools in the Query Ribbon include sorting and filtering, time intelligence calculations, and advanced analysis tools like forecasting.
Function |
Description |
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GENERAL |
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Remove all selections and reset the query. Alternatively, click Query Reset > Report Reset to return to the last saved version of the report. |
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Refresh the metadata in the trees, and the folder tree if showing business logic. |
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Enable Auto Run to automatically run the query after changes, including adding, removing, or adjusting chips in the drop zone.
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Opens the Context Calculations Logic editor to adjust how Context Calculations are evaluated. |
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FUNCTIONS |
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Switch the columns with rows (reverse the x and y axes). |
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Show empty rows and columns. Use the drop-down to show or hide all empty rows and columns. |
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Add grand totals to a grid. Use the drop-down to configure "totals" rows or columns from the dialog. |
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Sort |
Configure sorting preferences via the Sort Wizard. Click the drop-down and select sort or filter. |
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Filter |
Configure filtering preferences using the Filter Wizard. Click the drop-down and select filter. |
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Eliminations |
Use the Eliminations wizard to eliminate specified members from the query. |
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N-of-N |
Open the N-of-N wizard to configure nested loop queries. |
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Variable List |
Open the Variable Lists wizard to quickly build variable sets on the fly within Discover. |
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Time Calculations |
Use the Time Calculation wizard to quickly build complex formulas based on time. |
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ANALYSIS |
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Forecast |
Use forecasting to project future values in a time series, such as sales over the next quarter. |
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Regression |
Use regression lines with charts (not including pie, doughnut, pyramid, funnel, and map charts) to calculate trend regressions, using one of four models against a data series in the chart. |
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Fill in blank cells in the query to optimize the dataset for calculations. |
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Use the Statistics functions with charts (not including pie, doughnut, pyramid, funnel, and map charts) to integrate statistical information within the plot area of the chart, and view the average or median on top of the chart. |
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Pareto |
Accumulate a metric as a percentage across a range of elements. |
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Use the K-Means Cluster algorithm to divide your chart into k clusters. |
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Divide your chart into "in" and "out" to show outliers. |
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QUERY OPTIONS |
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A set of optimization switches that can be used to tweak the way a query is executed, when cached query details are used, and how results from the query can be limited. |
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Click the drop-down to select a language. Choose Default to select the default language set in the cube. Note: Available only with MS OLAP, Tabular, and SAP models. |
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Click to enable colors defined in the cube. Available only with MS OLAP and Tabular models. |
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Click to enable formats defined in the cube. Available only with MS OLAP and Tabular models. |