Configuring runtime capabilities

Select the capabilities that should be available to viewers when a presentation is launched at runtime. The runtime settings control whether options are available at runtime on the right-click context menu, as panel tools along the top of the visuals, and so on. For example, clearing the Lasso checkbox removes the lasso and auto lasso panel tools for all visuals in the presentation.

Note: When you configure the runtime settings for a presentation, those settings are applied for all users. It is important to note, however, that any users with write permissions for the presentation also share the ability to change the runtime settings.

  • Click here for additional runtime configuration options
  • Click here to view similar runtime settings in Discover.

Important: Where the same setting appears in both Present and Discover, the setting from Present is used in preference when viewing your presentation at runtime.

Changing the runtime settings

The Runtime Settings are managed from the Runtime options on the Presentation ribbon (blue arrow):

  1. Click Runtime Settings (green arrow).

    2. The Runtime Settings dialog opens with the Actions tab open (purple arrow, below).

  2. Optionally, select a Quick Preset option from the drop-down (yellow arrow).

    3. The quick presets select most (full), none, or a sub-set of the runtime settings. Tip: Use these options as your initial selection, and then refine your selections by selecting and clearing individual checkboxes in the next step.

  3. Select or clear the checkboxes to enable or disable the individual settings:
    • Select the parent checkbox (blue arrow) to select all runtime settings of a given type.
    • Select an individual checkbox (green arrow) to select a specific runtime setting.
  4. Click Save.

The runtime settings are saved and will apply the next time the presentation is opened at runtime.

Runtime Settings

Actions tab

This tab controls the show / hide status of all the functions shown to end users in the runtime presentation.

Quick Presets

For actions, you can select one of three quick presets (yellow, above), or you can manually enable and disable the required functions.

  • Full Selection: Enables all runtime settings except for Ignore Query Cache, Multi-Highlight Mode, and the User Defaults options.
  • Light Selection: Enables a sub-set of options.
  • Nothing Selected: Disables all runtime settings.

After you've selected any of the preset options above, you can customize your selections by disabling or enabling the following individual settings.

Query Context Actions

Enable or disable runtime functions that affect the query context:

  • Drill-Up and Drill-Down: drill up or down to the next level of the hierarchy.
  • Drill to Level: drill to a specified level of the hierarchy.
  • Expand and Collapse: expand lower levels of the hierarchy.
  • Dice, Add, Remove, and Swap: drill across to another hierarchy, inject another hierarchy into the query, remove a hierarchy, or replace a hierarchy with a different one.
  • Quick Sort: apply quick sorts from the context menu.
  • Quick Filter: apply quick filters from the context menu.
  • Member Selection: select a member to drill into it, expand it, dice, or focus or eliminate.
  • Pivot: switch the discovery's x- and y-axes.
  • Totals: add totals columns and rows to grids.
  • Explain: use machine learning to provide insights into the data.
  • Show Empties: show empty data cells.
  • Quick Calc: design quick calculations on the fly and add them to the query.
  • Click here for Query Context Actions info in Discover

Report Meta Actions

Enable or disable runtime functions that affect the report:

  • Copy Content: copy the raw data from the discovery.
  • Build New Alert: create automated alters based on a given value in the discovery.
  • Change Visual: change the type of graph used to display the data.
  • Conversations: start, or participate in, conversation threads based on the discovery.
  • Workflows: start, or participate in, workflow or conversation threads based on the discovery.
  • Actions: enable users to launch actions that have been configured for the discovery.
  • OData: copy a URL or snippet to your clipboard that allows results to be read into another client's technology.
  • Conditional Formatting: add extra information to charts to highlight important features.
  • Ratings: rate a content item, on a scale of 1 to 5.
  • Metadata Info: enable or disable users to view metadata info.
  • Click here for Report Meta Actions info in Discover
  • Click here for more information about Panel Tools

Presentation

Enable or disable the actions are available from the runtime Present runtime menu:

  • Show Warnings: Enable messages around queries which have either failed or lack sufficient data to draw the currently selected visualization.
  • Ignore Query Cache: Ignore cached queries.
  • Edit Presentation: Enable the option to exit runtime and open the presentation in edit mode.
  • Print or Export: Enable print or export.
  • Subscribe: Enable presentation subscription.
  • Multi-Highlight Mode: Enable selection of multiple member elements by default for cross-highlighting.
  • Bookmarks: Enable options to select, create, and delete bookmarks. Allow users to set slicer selections using bookmarks, and to create and delete sets of bookmarks.
  • Full Screen: Enable full screen button in a presentation.

User Defaults

  • Remember user's last selection: Set all current slicers to remember each user's last slice selection for subsequent usage.

Hierarchies

The Hierarchies tab in the Report Settings dialog allow you to "slim down" very large data models as they appear in the Dice, Add, and Swap menus across the entire presentation.

  • Click here for information about Hierarchy Settings