Author: Joyce Zhou
Kepion allows you to create a drop-down list which depends on filter selections or Dimension Members on the row or column. In this example, the options in the Currency Drop-Down will change as the Entity filter selection changes.
Follow these steps to create a drop-down like this.
Step 1. Navigate to the DROP-DOWN tab in the Forms node of the Form you want to add the Drop-Down to. Click to add a Drop-Down.
Step 2. Give the Drop-Down a name. Choose Dynamic List. Check the Dimensions that this Drop-Down will depend on. Here we'll check Entity. Click OK to finish.
Tip: Source Override allows you to specify a different source table for your dynamic drop-down. This can be useful if you want the dynamic drop-down to be more dynamic by basing it on a view, rather than the auto-generated table.
Step 3. Deploy the Application.
Step 4. Go to SQL Server Management Studio. You will find a table called:
The table will include all the depended on Dimension IDs, followed by Value, Display, Link, and Order columns which define the Drop-Down.
Now you need to populate this table with proper values. In this Drop-Down, when United States is selected (EntityID: 2), both USD and CAD will display, and when Canada is selected (EntityID: 6) only CAD will be displayed.
Step 5. Go to the Form and add this Drop-Down to the Currency Column.
Then the drop-down should work in the way we described.
And when you switch the Entity filter to Canada, the currency changes.