To make a New Dictionary Selection:
1. Choose between Click or Drag Mode of selection
With ANY dictionary selection - the FIRST thing to think about is the mode of selection you want to use - Click or Drag.
To select Click or Drag Mode - Click on the button in the hierarchy bar. Each time you click on the button it will change to the next mode.
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NOTE: You can flip between these modes even in the middle of a selection if you need to select an item in a different way. You are NOT required to stay in the one mode whilst making selections. |
For more information on Click vs drag mode see Hierarchy Bars
2. Click on the hierarchy level buttons required
Next click on the hierarchy level buttons required for your selection. Selected buttons will have an orange background. Try to click on all levels you think you may need as this will make selection easier.
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Example of hierarchy buttons selected. In this case three levels of the hierarchy have been selected which can be seen by their orange colour. The highest level in the hierarchy that you click on will open a selection window. The windows for the levels below will appear when you double click on a item in that window. |
To de-select a button - click on it again to turn the background grey.
Click on the required item/s in the selection window/s.
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If in Click mode - then ALL items clicked on will appear in the Selected Pane. In the Selection Window a blue cross |
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If in Drag mode - only the item you drag across will be in the Selected Pane. In the Selection Window a blue cross When using Drag Mode - a green cross will appear beside the cursor when you are allowed to drop the item. |
will appear beside the item/s selected and the text will be in bold blue. 
If you aren't allowed to drop the item - a red stop sign will appear beside the cursor. 
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NOTE: Everything shown in the Selected Pane will be used at report time to filter your results. At report time you can choose to use the "As Selected" selection which will display the items as selected in the Selected Pane - OR- you can choose to display the items in your selection using one or more of the Dictionary generic selections. For more on this see Report Design |
There are a number of functions that will help you make a selection as outlined below:
- To move to the next hierarchy level down for that selection - double click on the item you want to breakout. This will open up the next level down in the hierarchy buttons you selected in step 2 above.
- To move back up a hierarchy level - click on the header name of the level you want to go back to. You can move back a number of levels if required.
- To select all items in a particular window - seeRight Click Options below.
- To reorder the items as they are listed in the Selected pane - just click and drag the item to the required location
- To get a single figure for all Other items at a particular level - once you have made your selection from the window - if you want a single figure for all other items in that window - check on the box beside Other at the bottom left hand side of the window.
- To search for an item - use the search area at the top of each window. For more information see How to Search in Selection Windows.
- To set up an auto filter selection - see Using Auto Filters for Selections
- To create a selection that uses your own hierarchy or user defined groups - see Creating Groups in Dictionary Selections.
- To reorder the Dictionary hierarchy levels to make a selection - see Reordering the Hierarchy levels in Hierarchy Bars
- To strip the hierarchy from a selected item (to get the total result regardless of hierarchy), see Right Click Options.
- To reverse a selection - that is - to swap the selection to select everything other than the original item/s selected - see Right Click Options.
- To add an item as a highlighted item in a report - see Right Click Options below. For more on this see Highlights
- To utilise the More or Less options for the Dictionary hierarchy - see How to show 'More' or 'Less' hierarchy level buttons in the hierarchy bar in Hierarchy Bars
- To save a selection - see Save a Dictionary Selection
- To add in a saved selection as a linked selection - see Opening a Saved Dictionary Selection
- To view database relationships - Relationships allow you to see how an item relates to others in the dictionary hierarchy, see Database Relationships