Publication Slicers and Interactions

Slicers provides the ability to create different variations of a published document based on different *SLICES* of the data within a slicer (e.g. customers, employees, departments, etc). In effect, the user is creating a template in Publications, and can use the Interaction Manager to manage how the document will be populated at runtime.

Adding a slicer will open the Interaction Manager, which is an interface used to connect slicers to publication components (visualizations, dynamic assets, and sections). The interface handles the wiring up of the data elements even if they are from different data models, in different databases, or on different servers.

Once all the artifacts, dynamic text and sections have been added to the template, users can elect to attach one or more slices. This can produce hundreds and thousands of published report variations.

You can add a slicer to your publication in two ways:

Add Slicers from Discover

STEP 1

To add filter or parameter slicers that have been saved as part of a query in Discover, find the relevant slicer in the Content folders.

STEP 2

Drag the slicer onto the canvas. This action will open the Interaction Manager.

STEP 3

Drop the slicer onto the Interaction Manager, and find the slicer in the From column. Add interactions from the slicer by selecting the checkbox next the relevant visuals.

When ready, minimize the Interaction Manager.

Note: Your slicer will not be visible from the page view within the Publish app. You must configure additional slicer preferences when scheduling your Publication. For more information, see Publishing and Distribution.

STEP 4 (Optional)

Limit your slicer to only including those elements that are relevant to the publication that you are creating. For example, limiting a "Country" slicer to only include European countries as options.

  1. Open the interaction manager, right-click the header relating to your slicer, and click Slicer Settings.
  2. In the Slicer Settings panel, select Elements. If the Slicer is currently linked to a Discover, the following Unlink button is visible in the page. Note: If you have already unlinked the slicer or it is not from a Discovery, you do not need to unlink and will not see this view.
  3. Click Unlink.
  4. The link between slicer and Discovery is broken, and the elements tree is shown. You can choose the elements that will be included in the slicer by selecting the nodes in this tree.

  5. Select those elements that you want to include in the slicer when it is shown in the publication.

Note: This change does not affect the same slicer in Discover, since the slicer is unlinked from its source. A change to the Discovery that included the original slicer will also not affect the slicer in the publication now.

Add a New Slicer in Publish

Use this option to build slicers on the fly, or to filter your publication by elements from other data models.

STEP 1

Click the New Slicer button from the Home ribbon to open the New Slicer dialog.

STEP 2

From the Choose Model panel, select the required server, database, and data model.

STEP 3

Select the relevant hierarchy from the Select Hierarchies panel.

STEP 4

In Set Default Visualization, name your slicer and choose a slicer Type. To specify elements, hierarchy levels, sets, or parameters, switch to Advanced.

STEP 5

Open the Interaction Manager from the Home ribbon. From the dialog, check the relevant boxes to add slicer interactions to visuals.

STEP 6

Save changes to your report, and configure slicer settings from the Selections tab in the Schedule dialog. See Share and Schedule a Publication for details

STEP 7

To delete a slicer:

  1. Open the Interaction Manager.
  2. Right-click the slicer heading and select Delete Slicer.

STEP 8

To edit a slicer's settings:

  1. Open the Interaction Manager.
  2. Right-click the slicer heading and select Slicer Settings.