Interacting with a Card Object

The Card Object provides the following interactive features:

  • Interactive Selection

  • Master

  • Drill anywhere

  • Drill-down

  • Drill-to screen

  • Drill-procedure

  • Data-entry

  • Other features in the contextual menu (sliding toolbar)

Any changes made to a Card Object using the functions listed above will be lost if you leave the Screen or update it, except for data entry actions.

 

Interactive Selection on the Entity set by row

The Card Object allows the user to make a selection on the Entity set by row by selecting one or more members of that Entity in card elements.

For example, on a Card with the "Countries" Entity set by row, you can select one or more of its members (i.e. Countries) and then use them as selection criteria so that other Objects on the Screen are refreshed accordingly.

As you can see in the example above, once a selection is applied, the other Objects on the Screen are refreshed to show data for the selected items only.

To reset the selection made on the Card Object, click the reset button () in the top left corner of the Object area

 

Master

If the Card has been configured as a Master Object, clicking on a member of the Entity set by row will update the data displayed by all other Objects on the Screen in order to show only the data relating to the selected member. The Master Object result is similar to applying a Screen Selection.

By clicking on the "Disable master" () icon in the sliding toolbar, you can disable this option. Click on the "Enable master" icon () to re-enable it.

 

Drill anywhere

The Drill anywhere button allows you to configure a default Drill-down that will be available for all card elements.
To configure it, proceed as follows:

  1. Select a card element and click on the Drill anywhere icon () in the sliding toolbar to prompt the Entity list you are allowed to drill-down on
  2. Select the desired Entity and click OK to save the drill and to perform it.

Once the drill is saved, it can be easily performed by clicking on the Drill-down icon ().

The Drill down configuration process can also be started by double-clicking on the item you want to drill down on.
The Drill anywhere function is available also in Drill-down windows, so you can create your own drill-down paths at different levels of granularity.

 

Drill-down

Once you have configured a drill using the Drill anywhere function, click the Drill-down button () to perform it on the selected item or double-click on it.

 

Drill-to-screen

If a Drill-to-screen has been configured, the Drill anywhere () and the Drill-down icons () won't be available.

In this case, double-click on a card element or or on information displayed in it to follow the drill path from the Card Object to another Screen of the current Capsule.

Depending on the Drill-to-screen configuration, the destination Screen will open with:

  • A selection based on the Entity member selected (or double-clicked) in the Card Object
  • No inherited selection

 

Drill-procedure

If a Drill procedure has been configured, the Drill anywhere () and the Drill-down icons () won't be available.

In this case, double-click on a card element or or on information displayed in it to trigger the configured Procedure or choose from a list of available Procedures.

Depending on the Drill-to-screen configuration, the Procedure will run with:

  • A selection based on the Entity member selected or double-clicked in the Card Object
  • No inherited selection

 

Data-entry

The Card Object allows data entry of numeric data, dates, text and even files into Cubes. See Data entry on Cubes and Data Block settings for more details.

When data entry is enabled on a Cube, the background of the corresponding rectangle in card elements turns ivory (unless otherwise formatted), as in the following example:

To perform a data entry action, double-click on a rectangle to enter data (either by typing a value, by picking a date from a date picker and so on). To upload files or pictures, single click the corresponding rectangle to bring up a tooltip with the download, upload, and delete buttons.

If Save/Undo mode is enabled on the Screen, after you have entered a value press the save icon at the top left of the Data View to actually save the value in the Cube. To do this, you can also press the F9 key on your keyboard.

The undo arrow icon allows to restore the last saved values (i.e. it discards all unsaved changes).

Unsaved values are shown in red. When you press the save icon, their text color will change to match the text color of previously saved values, indicating that all changes have been saved in the target Cube.

When the data entry option is enabled in the Layout, after you have manually entered data in a rectangle, the contextual menu (sliding toolbar) in the top left corner of the Data View will automatically show the Save/Undo icons (if Save/Undo mode is enabled on the Screen).

The data entry option is also available on Data Views in drill down windows. See Interacting with a Data View for more details

 

The Contextual menu (sliding toolbar)

When you hover over the Data View, the contextual menu icon () appears in the top left corner. Click on it to reveal the contextual menu as a toolbar.

In addition to the icons mentioned above, the contextual menu also includes the Layout icon  (unless otherwise configured). Clicking on that icon opens the Layout editor.

Click on the Comment icon  to displays any comment attached to the Object (if any). Depending on the comment configuration, the icon displayed can be a balloon icon, a question mark icon or an alert icon

 

 

Learn more about: