Like in Present, when working with slicers in Publish, you can define interactions in the Interaction Manager by checking and unchecking the relevant items and you can edit a number of options relating to the slicer (Slicer Settings and so on) from the slicer heading.
Add a New Slicer
Add a new slicer using the Interaction manager by clicking the Add New Slicer button and then completing the details in the New Slicer panel. This allows you to create a brand new slicer that is local to this publication.
Note: You can also add an existing slicer to your publication by dragging it from the Content panel (underneath its discovery) and dropping it onto the Interaction Manager. This allows you to re-use an existing slicer in this publication.
- For a step-by-step guide to adding a new slicer, see Publication Slicers and Interactions.
New Slicer dialog
When adding a new slicer, you need to step through each of the pages in the New Slicer dialog specifying the following details:
- Selecting the Data Source and the relevant elements for your new slicer.
- Specifying a Title for your new slicer.
The new slicer is created and added to the Interaction Manager. You can add interactions for the slicer by selecting the checkboxes alongside the relevant visuals.
Edit Slicer Settings
Right-click the slicer in the Interaction Manager and select Slicer Settings from the context menu. The Slicer Settings panel opens.
Title
Change the slicer's title.
Elements
Select those elements that should be included in the slicer when published. As an example, if you have a Country slicer, you might want to limit the selectable elements to those countries in a particular region, making the document shorter (using the page repeater to only publish relevant pages), more usable, and data more relevant to the users in that region.
When configuring the elements on your slicer, you may see different options on the Elements panel:
- If your slicer is linked to a visual in Discover, you will see the Linked Discovery view.
- If your slicer is a "one-off" that only exists here, you will see the Unlinked Discovery view.
Linked Discovery
If your slicer was created in Discover, and has not been unlinked, you will see the following in the Elements panel:
You need to make a choice about where to make your changes:
- If you want the changes to your slicer's elements to impact the original slicer and any other presentations or publications that it currently appears in, click Linked Discovery to open the visual in Discover and edit the Slicer Settings elements in there. Any changes you make will apply to all instances of the slicer.
- If you only want to make changes to the slicer here, and you are happy to lose the connection between the instances of the slicer, click Unlink to break the link between your slicer and the linked discovery. Breaking this link means that the slicer is no longer connected to / affected by changes to the slicer in Discover. Once the slicer is unlinked, the Unlinked Discovery view is shown.
Warning: Unlinking a slicer from its discovery is permanent. Any changes you make to the discovery after it has been unlinked will not affect this slicer. You must be sure that you want to unlink your slicer before you click Unlink.
Unlinked Discovery
If your slicer is a "one-off" that only exists here (it is not linked to a discovery), then your changes only impact the slicer here. This is the case where the slicer was created on-the-fly or where it has already been "unlinked" from its Discovery as described above.
Where the slicer is a "one-off," the Elements panel appears as follows:
Select those elements that you want to include on the slicer using one of the following mechanisms:
- Free Selection: Select the elements from the hierarchy that you want to include on the slicer.
- Level: This option is relevant when working with OLAP or Tabular hierarchies, or regular SQL hierarchies. When creating a slicer based on a regular hierarchy, select this option to specify a particular level of the given hierarchy.
- Lists: Choose this option to use a custom list as the slicer.
Non Empty Filter
Go to the Non Empty Filter tab, to hide empties from the slicer. For more information, see Empties Logic.
Delete a Slicer
This action deletes the slicer from the publication.