Check similar parameters in a view

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1. Overview

This article describes the Check Similar option which makes it easy to bind a filter or view parameter to multiple metric sets.

This feature is available in Dundas BI 2.6 or later.

2. Using the Filter Binding Panel

Suppose you have multiple metric sets displayed on your dashboard where each metric set makes use of the same hierarchy (e.g. OrderDate).

Add a Calendar filter to the dashboard. A corresponding view parameter (e.g. viewParameter1) is created and the Filter Binding Panel opens to allow you to view and modfiy the bindings. In this scenario, the Filter Binding Panel looks for the first compatible hierarchy to bind to and also checks similar hierarchies from other metric sets in the dashboard. All hierarchies of the same type and with the same unique name will be automatically checked.

This automatic binding behavior only runs the first time. However, there may be other scenarios where you want to perform this binding again. You can do this by expanding one of the hierarchies you want to bind to (e.g. OrderDate) until you see its associated parameter (e.g. OrderDate (RangeDateTime, AllHierarchyValues)). Right-click on this parameter and select Check Similar from the menu, or select the parameter and click Check Similar from the toolbar. Parameters of hierarchies from other metric sets of the same type and with the same unique name will be automatically checked for you.

Check similar parameters in the view
Check similar parameters in the view

This functionality is also applicable to measures (e.g. you're using a numeric filter). In this case, compatible measures are those of the same data type.

Check similar measure parameters
Check similar measure parameters

3. Using the Parameters window

You can also perform the automatic binding from the Parameters dockable window.

Locate your view parameter in the window. Right-click on the view parameter and select Edit from the menu, or select the view parameter and click Edit from the toolbar.

Edit the view parameter
Edit the view parameter

Expand one of the hierarchies or measures you want to bind to until you see its associated parameter. Right-click on this parameter and select Check Similar from the menu, or select the parameter and click Check Similar from the toolbar. Parameters from other metric sets of the same type and with the same unique name (in the case of a hierarchy) will be automatically checked for you.

Check Similar option from Parameters window
Check Similar option from Parameters window

4. See also

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