Dropdown
Inforiver provides options to create single-select or multi-select lists on your own, use one of the preset options or create from your Power BI datasets.
The single-select and multi-select columns have two main differences:
The obvious one is that a single-select column accepts only one option as input whereas, the multi-select column doesn't have that restriction.
There are presets available for creating a list of values in the case of the single-select column whereas the same is not available for multi-select columns.
In this section, we'll cover single-select columns. The same steps can be followed for multi-select except for the two points mentioned above.
If you are using Inforiver Enterprise, you need to sign in to start inserting a dropdown column.
Click on the 'Select' option in the dropdown.
Some of the properties such as Insert as Visual measure/column and Allow input are covered in earlier sections.
i) Creating a list of values
There are two ways to create a list of values (LOVs) in Inforiver Matrix. The third option - Datasets - which is greyed out is available only in Inforiver Enterprise and is covered in a later section.
a) New list
On clicking a 'New list', three default options along with colors are displayed.
b) Presets
On clicking 'Presets', a pop-up screen opens. The list of values for each preset can be seen on hover. Select the required preset and Click 'Apply'.
The list of values that gets created is shown below.
c) Text columns(Enterprise only)
Inforiver allows you to source dropdown values from text data input columns belonging to a different visual. The visual ID is required to reference a different visual. You can obtain the visual ID from the profile as shown in the image below.
Follow the steps below to reference the values from one visual in another visual:
Copy the visual ID from visual 1 (Regional Sales).
Create a single-select or multi-select dropdown field in visual 2 (Product Sales).
In the Advanced section of the single select in visual 2 (Product Sales), enter the visual ID from step 1. Once the visual ID is entered, you will be able to select the text column(Region Entity) from the Column dropdown under the Advanced section.
Notice how the values in the single select are being populated from the Regional Sales visual.
ii) Editing the LOVs
The names, order, and color of the options can be modified and they can be added or deleted as well. To edit the names, type over the existing names in the text boxes.
To create a new option, click on the 'Add option'. Type the name in the text box and click 'Enter'. The option gets created as shown below.
To change the color, click on the color dropdown. A color picker opens. Choose a color as desired.
To reorder or delete options, use the highlighted icons.
iii) Entry in total/subtotal rows
By default, data can be entered in total/subtotal rows. To disable it, uncheck the checkbox highlighted in the below image.
On trying to select an option in the total/subtotal row, a message as shown in the image is displayed.
iv) Using the dropdown
Once the necessary changes are made to the list of values, and other properties are configured, click 'Create' in the data input side panel. Click on a cell in the data input column to enable the dropdown and choose an option.
v) Editing the properties
Changes to data input columns can be achieved using the 'Manage' option in the toolbar.
The data input side panel opens up. You can make the changes as desired.
If a particular item is not available in the presets or data source, you can create a new option while configuring a list of values. In the example below, the available values are ‘Submitted’, ‘In Review’, and ‘Approved’.
To add a new value of ‘Rejected’, type the new value in the search bar and click on the ‘Create’ button.
The new value gets added to the list.
In the next section, we'll be covering other data input types such as text, checkbox, and date.
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