Creating Dimension QuickViews

Dimension QuickViews allow you to quickly update a dive window to show results using other dimension values.

To add a QuickView using the ProDiver menu bar:

1. On the menu bar, select Data > Add QuickView.

   NOTE: If there are any active QuickViews on the dive window, select Data > Edit QuickViews instead.

   The Edit QuickViews dialog box opens.

2. Click Add Dimension QuickView.

   The Edit Dimension QuickView dialog box opens.

   

   ProDiver populates the Name box with the dimension name that you will select in the next step. You can edit the name if you want to change it.

3. In the Data section:

   1. In the Source box, identify the QuickView data source:

      • Select Model if you want to select an open DivePlan, cBase, or model from the adjacent Model box.

      • Select External, if you want to browse to an external DivePlan, cPlan, cBase, model, or Tunnel script.

        NOTES:

        DI recommends that you avoid external DivePlans that have time series QuickViews defined. Otherwise, the time series in the external DivePlan overrides the time series in the marker and those external QuickView options appear when you open the marker.

        If you are using a tunnel script, be sure that the tunnel file does not expect parameters.

      • Select Standard if you want ProDiver to use the first cBase or model listed in the Console.

        NOTE: Standard is a legacy option. DI recommends that you not use it.

   2. In the Dimension box, select the dimension that you want to use for the QuickView. The list is specific to the selected DivePlan, cBase, or model.

   3. If you want to identify this dimension as a dependent of other QuickViews, click Edit next to Dependencies.

      The General dialog box opens, listing current QuickViews. Move the dimension QuickViews that can affect this new QuickView to the Selected column, and then click OK.

      

   4. If you want to change the order of the QuickView list items, click Edit next to Population Order.

      The Edit Population Order dialog box opens.

      

      • Select Include All Values if you want the All Values option to appear at the top of the QuickView list. Clear the check box if you want to omit this option.

        

        NOTES:

        The number that appears in parentheses next to All Values, is the number of actual dimension values. It can be greater than the number of values listed if the QuickView Limits option is used.

        If there is only one item in the QuickView list, this option has no effect on the display. The single item appears instead.

      • Next to Dimension Values, select Sort Up if you want the dimension values to appear in ascending order, Sort Down if you want them to appear in descending order, or Skip if you do not want them to appear at all.
      • Next to Named Groups, select First if you want the named groups to appear before the dimension values, Last if you want them to appear after the dimension values, or Skip if you do not want them to appear at all. If there are multiple named groups, the DivePlan determines their order of appearance in the QuickView.
      • Click OK.

   5. If you want some, but not all dimensions to appear in the QuickView list, click Edit next to Limits.

      The Edit QuickView Limits dialog box opens. Select Limit Values, move the values that you want to exclude to the Excluded list box, and then click OK.

      NOTE: Choosing this option does not affect the number displayed with All Values. For example, if there are 31 salespeople in an organization, but a manager limits the QuickView values to her 5 reports, All Values (31) appears at the top of the QuickView list of 5 salespersons.

      

4. In the Display section:

   1. Select the format of the QuickView list. Options are: Pulldown A closed list with an arrow next to it. Click the arrow to open the list and select an item., Picklist A text box containing a list that is always visible., and Combobox A text box combined with a pulldown list. You can enter text directly into the box or click the arrow to select an item from the list..

   2. In the Label Type box, select the source for the QuickView label:

      • Select Dimension if you want the label to be the selected dimension name. This overrides the QuickView name entered at the top of this dialog box.
      • Select Name if you want the label to be the value that you entered in the Name box at the top of this dialog box.
      • Select None if you want the QuickView to appear without a label.
      • Select Custom and enter a name in the adjacent Custom Label box if you want to create a customized label.

5. In the Behavior section:

   1. In the Activation box, select the action that updates the dive window:

      • Select Selection Change if you want the dive window to update each time you select a QuickView dimension value.
      • Select Go Button if you want a Go button to display on the QuickView bar, and the dive window to update only when you click it.

   2. In the Load Value box, select which QuickView values are loaded when opened from a marker file:

      • Select Saved to load the saved QuickView values.
      • Select First to load the first value in the QuickView regardless of what values were saved with the marker file.
      • Select Last to load the last value in the QuickView minus an optional offset. For example, if you enter an offset of 1, ProDiver selects the last value minus 1 (the next to the last value).
      • Select Prompt Dialog to enable a dialog box that prompts you to select a QuickView value to load.
      • Select Prompt Value to open the QuickView with a header called <Select Values>. When you select a value, the header is updated.
   3. Select Automatically associate with new Dive Windows if you want this QuickView to remain active for any new dive windows that open later in this session.

6. Click OK to return to the Edit QuickViews dialog box.

   NOTE: The new QuickView is added to the Select QuickView list.

7. If you want to add another QuickView, repeat steps 2–6.

8. On the Edit QuickViews dialog box, click Auto-Set Top-to-Bottom Dependencies if you want to set dependencies based on the order of the Select QuickView list. In this example, Sales Team would be set as a dependent of Product Class, and Salesperson would be set as a dependent of both Product Class and Sales Team.

   NOTE: Be sure that the order of the list aligns with the cBase or model hierarchy. For instance, Salesperson is a dependent of Sales Team, not the other way around. You can select a list item and click Move Up or Move Down to adjust the list order if necessary.

   

9. Click Auto-Set Go Button for all QuickViews if you want to set QuickViews activation using a Go button.

   

10. If the QuickView is a picklist, you can change the width of the picklist by selecting Picklist Width and entering a number in the Pixels box.

11. Select Optimize Dive Order to use the most efficient dive path.

12. Click Close.

To add a QuickView using the ProDiver menu bar:

1. On the menu bar, select Data > Add QuickView.

   NOTE: If there are any active QuickViews on the dive window, select Data > Edit QuickViews instead.

2. Click Add DiveBook QuickView.

   The Edit DiveBook QuickView dialog box opens. The Name box is populated automatically depending on the contents of the Type box.

   

3. In the Type box, select DiveBook Area, or DiveBook Topic.

4. In the Name box, enter a name for the QuickView if you want to edit the name.

5. In the Display Type box, select the format of the QuickView list. Options are Pulldown A closed list with an arrow next to it. Click the arrow to open the list and select an item. or Picklist A text box containing a list that is always visible..

6. Click Browse next to the DiveBook box, and browse to the DiveBook for which you want to create a QuickView.

7. In the Activation box, select the action that updates the dive window:

   • Select Selection Change if you want the dive window to update each time you change the QuickView value.
   • Select Go Button if you want a Go button to display on the QuickView bar, and the dive window to update only when you click it.

8. In the Load box, select which QuickView values are loaded when opened from a marker file:

   • Select Saved to load the saved QuickView values.
   • Select First to load first value in the QuickView regardless of what values were saved with the marker file.
   • Select Last to load the last value in the QuickView minus an optional offset. For example, if you enter an offset of 1, ProDiver selects the last value minus 1 (the next to the last value).
   • Select Prompt Dialog to enable a dialog box that prompts you to select a QuickView value to load.
   • Select Prompt Value to open the QuickView with a header called <Select Values>. You must select a value from the list, and then the header is updated with the value name.

9. Click OK to return to the Edit QuickViews dialog box.

   NOTE: The new QuickView is added to the Select QuickView list.

10. If you want to add another QuickView, repeat steps 2–8.

11. On the Edit QuickViews dialog box, click Auto-Set Go Button for all QuickViews if you want to set QuickViews activation using a Go button.

12. If the QuickView is a picklist, you can change the width of the picklist by selecting Picklist Width and entering a number in the Pixels box.

    NOTE: The Auto-Set Top-to-Bottom Dependencies and Optimize Dive Order options do not apply to DiveBook QuickViews.

13. Click Close.

To add a QuickView using the ProDiver menu bar:

1. On the menu bar, select Data > Add QuickView.

   NOTE: If there are any active QuickViews on the dive window, select Data > Edit QuickViews instead.

   The Edit QuickViews dialog box opens.

2. Click Add List QuickView.

   The Edit List QuickView dialog box opens.

   

3. In the Name box, enter a name for the QuickView.

4. In the Values section, either enter values into the List Values box or reference a txt file:

   • To create a list manually, select List Values, and enter the list values in the text box.

     

   • To reference a file, select Values File, and Browse to the txt file that contains the values that you want to include in the QuickView.

     NOTE: The text file should have a header row and one entry per row.

   • Select Include All Values if you want the QuickView to contain an All Values option.

     

     NOTE: If there is only one item in the QuickView list, this option has no effect on the display. The single item appears instead.

5. In the Display section, in the Display Type box, select the format of the QuickView list. Options are: Pulldown A closed list with an arrow next to it. Click the arrow to open the list and select an item., Picklist A text box containing a list that is always visible., and Combobox A text box combined with a pull-down list. You can enter text directly into the box or click the arrow to open the list..

6. In the Behavior section:

   1. In the Activation box, select the action that updates the dive window:

      • Select Selection Change if you want the dive window to update each time you change the QuickView value.
      • Select Go Button if you want a Go button to display on the QuickView bar, and the dive window to update only when you click it.

   2. In the Load Value box, select which QuickView values are loaded when opened from a marker file:

      • Select Saved to load the saved QuickView values.
      • Select First to load first value in the QuickView regardless of what values were saved with the marker file.
      • Select Last to load the last value in the QuickView minus an optional offset. For example, if you enter an offset of 1, ProDiver selects the last value minus 1 (the next to the last value).
      • Select Prompt Dialog to enable a dialog box that prompts you to select a QuickView value to load.
      • Select Prompt Value to open the QuickView with a header called <Select Values>. When you select a value, the header is updated.
   3. Select Automatically associate with new Dive Windows if you want this QuickView to remain active for any new dive windows that open later in this session.

7. Click OK to return to the Edit QuickViews dialog box.

   NOTE: The new QuickView is added to the Select QuickView list.

8. If you want to add another QuickView, repeat steps 2–7.

9. On the Edit QuickViews dialog box, click Auto-Set Go Button for all QuickViews if you want to set QuickViews activation using a Go button.

10. If the QuickView is a picklist, you can change the width of the picklist by selecting Picklist Width and entering a number in the Pixels box.

    NOTE: The Auto-Set Top-to-Bottom Dependencies and Optimize Dive Order options do not apply to List QuickViews.

11. Click Close.

To add a QuickView using the ProDiver menu bar:

1. On the menu bar, select Data > Add QuickView.

   NOTE: If there are any active QuickViews on the dive window, select Data > Edit QuickViews instead.

   The Edit QuickViews dialog box opens.

2. Click Add Free Entry QuickView.

   The Edit Free Entry QuickView dialog box opens.

   

3. In the Name box, enter a name for the QuickView.

4. In the Default Value box, enter a numeric value.

5. In the Activation box, select the action that updates the dive window:

   • Select Selection Change if you want the dive window to update each time you change the QuickView value.
   • Select Go Button if you want a Go button to display on the QuickView bar, and the dive window to update only when you click it.
6. If you want to change the width of the QuickView Text Box, enter a number in the Pixels box.

7. Click OK to return to the Edit QuickViews dialog box.

   NOTE: The new QuickView is added to the Select QuickView list.

8. Click Close.