Interacting and Filtering in your Document

The Refresh function updates a document with the latest data from its source.

You can choose which data sources to refresh:

• To update all data sources, click the Refresh button in the toolbar.
• To update specific data sources, open the drop-down menu in the Refresh button and select Advanced Refresh. In the Refresh Data Providers dialog box, select the data sources you want to update.

In a Web Intelligence document, the Filter bar helps you quickly narrow down the data you view. You can filter the data already in the document without running the query again.

To use the Filter bar, select it from the Main toolbar. A new bar appears at the top of the report. It contains input controls shown as drop-down menus.

The report updates to show only the data that matches your selections.

Watch the video to explore new interactive report filters.

Custom tooltips let you change the information that appears when you hover your mouse over a chart or a table. By default, when you hover over an element, a small pop-up called the tooltip shows the basic data value. With custom tooltips, you can design this pop-up to display additional information.

For example, if you are a sales manager, you might look at a bar chart that shows total sales for each sales representative. Normally, hovering over a bar shows only that person's total sales. With a custom tooltip, you can set it up so that when you hover over the bar, the pop-up shows the number of deals closed and the top-selling product category. This turns a simple chart into a performance summary. You get deeper insights without running a separate report.

Drilling helps you explore your data in more detail. You can find the information behind the summary results shown in tables, charts, or sections.

When you drill on a dimension, the system calculates results based on the values you select.

For example, a report can show total sales revenue by state and year. If you select a year, the report shows sales revenue by state and quarter. Quarter is the next level in the time hierarchy below year.

Sorting data lets you arrange your report data in a specific order. This makes it easier to review and understand your information.

You can sort data based on the values in one or more columns. You can sort data in ascending order (from smallest to largest or A to Z), descending order (from largest to smallest or Z to A), or in a custom order.

Ranking lets you display a specific number of top or bottom values. This helps you highlight important data, such as the top five products by sales or the bottom three regions by profit.

You can configure these options:

• Top or Bottom: Choose whether to show the highest or lowest values.
• Based on: Select the measure that determines the rank, such as sales revenue.
• Ranked by: Apply the rank within groups, such as the top three products for each region.
• Calculation mode: Set how many values to display, such as 10.

• Refresh data sources to ensure documents display the latest information.
• Use the filter bar and new report elements to narrow data and update reports without rerunning queries.
• Apply custom tooltips to display additional insights when hovering over charts or tables.
• Drill into data to explore details behind summary results in reports.
• Sort and rank data to highlight key information and make reports easier to analyze.