Applying filters tab

NAM Server ► Reports ► DMI ► New reportApplying filters tab

Use the Applying filters tab of the DMI section editor to determine publishing actions for the current section. Configure how each publishing action will affect the values of target dimensions in sections on this report.

Defining a publishing action

Depending on the section type, you can enable the Select a table row, Select a series, or Select a point action. For example, selecting a particular row in one report section causes other report sections to display data that is relevant to the values in the selected row. The actual dimension values to be used in the affected (target) sections can be taken directly from the selected report component—in the source section—or, if required, they can also be taken from other sections and dimensions of the report.

  • For static charts, a publishing action takes precedence over a drilldown link. If you enable the publishing action, the drilldown link is disabled.
  • For dynamic charts, the publishing action is executed when you select in a series. Drilldown links are available from the tooltip.

To define the publishing action:

  1. Open the Applying filters tab.
    Access this tab from the report section definition screen.

  2. Select the Enable action check box.
    The configuration panel opens.

  3. Set Show target dimensions to:

    • Matching current section dimensions
      To display a list of dimensions that are common both for your current section and at least one target section on the report.
    • All
      To display a list of all dimensions from all sections on the report.
  4. In the table, there is a row for each target dimension. Select to display the settings for that target dimension.

  5. Decide how the target dimension values will be affected by the publishing action.

    Remember that the publishing action configuration is performed from the target section point of view (section that will receive filters) and its dimensions.

Example

In this example, the three areas highlighted are:

  1. Show section shows the current section: "Real user sites (real)" (on the Sites report, at Reports ► Explore ► Location).
  2. Target dimension shows each dimension that is common to the current section and at least one target section on the report.
    "Client site" is the first such dimension in the list. That row is highlighted in blue because the  control is selected .
  3. Target section lists of target sections that have the target dimension defined.
    For each entry in this list, Action result specifies what that to do about that dimension in the target section:
    • Apply directly - Sets the target dimension value to the same value as in the source section.
      This is the most popular and the most frequently used option. Use it for simple passing the source section's dimension value to the same dimension in target sections.
    • Do not change - Does not change the target dimension value.
      This option does not affect the selected dimension in the target section. Use it when you do not want to apply a particular filter.
    • Clear - Clears the target dimension filter.
      Regardless of the filters defined for the specified dimension in the target section, this option clears them when the action is performed on the source section. Use it when the target section already has some filters defined that should be removed.
    • Fixed - Sets the target dimension value to a fixed value provided by a user.
      Use this option when the source section does not have a dimension value available for passing, but you know what it should be and can specify this value in the configuration.
    • Apply other dimension from current section - Sets the target dimension value using a different dimension from the current section.
      Use this option to pass a filter from the source dimension that is different than the dimension in the target section to which the value is passed.
  4. Select Display report to verify that the publishing action is working properly.
    Select any table row in the source section and see whether the values in other sections change according to your settings.

Loops caused by publishing actions

If you enable publishing actions between sections that are both the source and target sections for each other, you can accidentally create a loop between these sections. DMI helps you detect such situations.

How a loop occurs

A loop is created when the information flow between sections is circular.

For example:

  1. Section 1 sends some dimension values to Section 2 on the Select a table row action.
  2. Section 2 also sends some dimension values to Section 1 on the same type of action. When you display a report, the first row in each section is selected by default. In such case, Section 1 will be sending some information to Section 2 and, at the same time, Section 2 will be sending some information to Section 1, and so on. This is how the loop is created.

To stop this process, you have to disable one of the defined publishing actions.

How to avoid a loop between sections

When you enable publishing actions that cause a loop between sections and try to display a report, DMI informs you about the dependencies between sections.

The table lists only those sections that create a loop. You see the source and target sections, types of publishing actions, and dimensions that are selected by default on a report.

To eliminate the loop, disable one of the publishing actions.

To avoid creating such loops in the future, always check whether:

  • Any section is both a source and a target for another section
  • Rows in these two sections are selected automatically If your answer is Yes to both questions, you must eliminate one of the dependencies between your sections.

Disabling publishing to some report sections

If you enable a publishing action for a section, this section, by default, publishes to all other sections that use the same dimensions. You also see this outgoing communication under the  icon on the Publishing Actions tab. If you do not want to publish to all available sections, you can disable the action for some of them.

To disable publishing filters from your source section to some of the other report sections:

  1. Open the Publishing Actions tab for the whole report (not for a single section).
  2. Select the  icon to view the outgoing filters for your source section.

  1. Select  to disable publishing to the selected section.


The Action result for the removed section changes from Apply directly to Do not change.

What to do next

To quickly change the action result for a single dimension, select its name in the tooltip to open the current settings.