When adding a hierarchy to the discovery, you have the option to make a custom selection; this allows users to select only specified items (called elements) from within the hierarchy, rather than adding all of the elements in the hierarchy.
For example, when adding the Manufacturer hierarchy, you may be interested in only four of the hierarchy's elements; in this case, you can select those elements only.
Making a Custom Selection
Step 1: Locate a Hierarchy
To make a custom selection, start by finding the required hierarchy within its dimension:
Tip: You can use the search field to enter a search term and look for required items (in this case, the Manufacturers hierarchy) on the open tab.
Step 2: Select a sub-set of items
- Click the hierarchy's arrow to open its sub-menu (orange arrow below).
- At the top of the Filter panel, click the Custom arrow (yellow arrow).
- Select the checkboxes for the elements you want to include in your discovery.
- Once you've made your selections, click OK.
The Filter panel opens.
The Custom Selections menu opens.
In this example, four elements were selected from the Manufacturer hierarchy: Acme, Old Balance, Ribuck, and Slicenger.
Sort the Result
On the preceding example, there is an additional arrow alongside the name of the hierarchy (purple arrow above). Click this arrow to open the Sort sub-menu, where you can dictate how to sort your elements (alphabetical, reverse alphabetical, and so on). For more information about sorting filtered hierarchies, see Sorting Hierarchies in Smart Discover.
Result
The Manufacturer chip is added to the Select Item bar and the custom selections are added to the discovery:
