Author: Ian Britz
Within the Modeler, we can create Drop-Down objects. These Drop-Downs can then be added to Forms to give users the option to select cell input from a menu. There are four types of Drop-Downs we can define:
Member List - A drop-down menu that displays the members of any Dimension's Member List.
Hierarchy - A drop-down menu that displays the members of any Dimension's Leveled Hierarchy or Member List.
Calendar - A drop-down menu that allows you to select a date from a Calendar.
Dynamic List - A drop-down menu that's members can change based on the current filter selection. Discussed in more detail in this article.
Next, we'll look at how to configure these drop-downs and add them to our Form.
Note: It's important to point out that whenever a drop-down is used in a Form, users will only see members from hierarchies they have access to.
Example: Let's create a drop-down list in the Employee Type column below, to allow us to select from the options Salaried, Hourly, and Contract.
Step 1. Create a new Member List to hold all of the Job Type values we want in the drop-down. In this example, the values will be Salaried, Hourly, and Contract.
Tip: It's usually best to create a Drop-Down Dimension for organizational purposes and add all the Member Lists for drop-down values there.
Step 2. Navigate to the Forms node in the target Model and open the Drop-down tab. Then select Add to create a new drop-down.
Step 3. Choose the type of Drop-Down to use and give it a name. Our drop-down will be a simple flat list, so let's select Member List. Then let's choose the Job Type Member List from the Dropdown Dimension as the source.
The other three options are discussed in the sections below. You can leave them blank for now. Make sure to save the application.
Step 4. Now we need to target a place on the form where the drop-down will go. In this example, we want the cells in the Job Type column to be our drop-down menu.
Open the Advanced > Drop-Down tab and select Add. The fields we need to define are:
- Drop-Down - The drop-down object we created in the previous step.
- Model Dimension - The dimension on the form where the drop-down will be used. In this form, the columns are defined by the Metric Dimension.
- Member - The specific dimension member where the drop-down will be used.
Step 6. Navigate back to the Main tab and refresh the form. The drop-down should now be configured as you see below:
Note: Remember that a drop-down menu can only be added to input-enabled cells at the lowest-level of a hierarchy.
URL Link Option
To add a URL to your drop-down menu, all you need to do is add an Attribute to the Dimension that stores the URLs you want to use:
Then specify that Attribute in the Drop-Down configuration menu.
Now your drop-downs will display an icon that when clicked, will navigate you to the intended URL in a new browser tab.
Display by Attribute Option
You can also configure which label is displayed in a menu that's created from a Drop-Down of type Member List. In the Drop-Down configuration window, simply select which Attribute to display for Alternate Display.
By default, the Member Name is the label used in a Member List drop-down menu, which in this case would be a list of the country names. However, as we've set it to the Local Currency attribute instead, we now see the currency code.
Add Calendar Drop-Down
Configuring a calendar drop-down as seen below is incredibly simple.
Create a new Drop-Down object of type Calendar and add it to your form in the same way as the above drop-downs.