Create Dynamic Drop-Down

Author: Joyce Zhou

Introduction

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.

Example

1. Go to the Forms node in your target Model.

2. Navigate to the Drop-Down tab and click  Add.

3. Configure your drop-down:

• Name as Currency Drop-Down
• Type as Dynamic List
• Depends on as Entity

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 based on a view, rather than the auto-generated table.

4. Click OK.

5. Deploy the Application.

6. Open SQL Server Management Studio(SSMS) and find a table called:

dbo.Map_<MODEL_NAME>_<DROPDOWN_NAME>

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.

7. Go to the target Form > Advanced > Drop-Down, and click Add. 

8. Configure as follows: 

• Drop-Down as Currency Drop-Down
• Model Dimension as Metric
• Member as Currency

9. Click Add. 

The drop-down should work in the way we described.

And when you switch the Entity Filter to Canada, the currency changes.