Configure context selectors

Each time you change the value in a context selector, the page refreshes to display the dimension values you select.

You can configure context selectors to set a specific context for users, or select specific items to show in a context selector. This enables users to focus on the data that's relevant to them.

Locate context selectors

Context selectors display in the top right of a page. They only display if you add a grid or a card to your page that contains data from a dimension with multiple values.

You can configure context selectors on the page or during card configuration for those cards that display the dimension. You can only configure synchronization for context selectors in the Card configuration panel.

Hierarchy filter context selectors

If your view has a list that contains a hierarchy on rows or columns, you can configure a hierarchy filter. The list then displays as a context selector.

Users can then select new values from the context selector to change the values that display in the gird. They can move from parent items to child items, down to the lowest level of data. 

Example

Suppose you have a grid that uses the list Accounts on its rows. Accounts has a list of individual accounts at its lowest level, and each account has a location as its parent. Each location has a country area as a parent, and each country area has a country as a parent. The account Sport Power has the location Northeast as its parent, Northeast has US East as a parent, and US East has USA as a parent.

The Accounts data grid uses the Accounts list in rows. If Accounts is enabled as a hierarchy filter, it displays as a context selector. This enables users to change selection between USA, if they want to see data for all the accounts in the USA, and Northeast, if they only want to see accounts in the Northeast. 

As they change the selection, the grid updates to display only the data for the level in the hierarchy that the user selects. 

Synchronize or unsynchronize context selectors

By default, context selectors synchronize to a page. When you change the value selection for a context selector, all data on the page synchronizes to the selected value.

All cards, except action cards, can be synchronized to context selectors.

You can also disable synchronization between a card and a page, in the Card configuration panel. This unsynchronizes the context selector, so that it only affects the card via which it's configured. Equally, any synchronized context selector on the page no longer affects the data displayed on any card for which an unsynchronized context selector is configured. 

This is useful if you want to use context selectors to compare two types of data.

Example

Let's assume you've selected a value in the context selector for the primary grid that shows data for the whole of the USA. You also have a card with an unsynchronized context selector that displays values for each USA State. You can select different values for USA State without affecting the data that displays in the primary grid. This enables you to compare the data for overall performance in the USA against the data for the performance of a specific USA State. You can then analyze which USA states have the strongest performing output. 

Enable, disable, or hide context selectors

Once you've configured your synchronization setting, you can then enable, disable, or hide context selectors.

Select items to show in a context selector

You can also select which items to show users in a context selector, or configure items to show by level.

Filter items in a context selector

If you filter items in a context selector, only items that fit the criteria you set display in the context selector. Any new item added to the context selector list displays by default if it meets the criteria.