Dropdown
Lumel EPM provides options to create your own single-select or multi-select list of values from the preset options available while creating your Data Input Measures.
The single-select and multi-select columns have two main differences:
A single-select column accepts only one option as input, whereas a multi-select column doesn't have that restriction.
There are presets available for creating a list of values in the case of the single-select column, whereas the same is not available for multi-select columns.
Go to Home Tab > List. Click on the 'Single Select' or 'Multi-Select' option in the dropdown.
In this section, we'll cover single-select columns. The same steps can be followed for multi-select, except for the two points mentioned above.
1. Creating a list of values
There are three Options to create a list of values (LOVs). They are
a) List
b) Presets
c) Lookup Option - This is covered in detail in the next section
a) List
On clicking 'List', three default options along with colors are displayed. You can rename the options as required and click Create to create a new list with three options.
b) Presets
On clicking 'Presets', a pop-up screen opens. The list of values for each preset can be seen on hover. Select the required preset and Click Apply.
The list of values that gets created is shown below.
c) Look up
You can fetch data from your source tables into the List of Values, provided you have an up-to-date semantic model by using the lookup option.
Add options from Lookup model opens, select the table name, Column Label field (the options in the dropdown will be sourced from this field), and the Column Id, which is the primary key or ID field associated with the label field.
If the column labels are updated, the ID field mapping ensures that the updated value will be reflected in your reports.
Note: If your lookup table has no ID field, use the same label field as Column ID.
In the image below, we have selected the country name column from the countries table
You can enforce data integrity by specifying filters while configuring using Filter option.
Click Add to apply the configuration and create the dropdown.
Now the Countries are listed as values within the Single Select column.
1.1 Language Localization of List of Values
For organizations with a global presence, Lumel EPM allows you to provide translation support for users in their native language. Learn more about localization settings.
You can configure and display the dropdown options based on the current language settings. Navigate to Settings > Localization Settings to create necessary translation entries. Apply Save.
Within the Single-Select Data input model, use the GETLOCALELABEL function in the Options field and pass the Key specified in the translation config and create. When the current language settings are changed, then the options list language changes too.
In the image below,the Single-Select column options are listed in French.
2. Editing the List of Values(LOVs)
Changes to data input columns can be achieved using the 'Manage' option in the toolbar.
You can edit the column created by clicking the Pencil icon. The data input side panel opens up. You can make the changes as desired. The update button is enabled once changes are done.
Editing the options
The names, order, and color of the options can be modified, and they can be added or deleted as well. To edit the names, type over the existing names in the text boxes.
Adding new options
To create a new option, click on the 'Add option'. Type the name in the text box and click 'Enter'. The option gets created as shown below.
Changing the color associated with each option
To change the color, click on the color dropdown. A color picker opens. Choose a color as desired.
To reorder or delete options, use the highlighted icons as shown in the image below.
3. Options Style
This option lets you choose the display icon style for single and multi-select dropdowns. They are
Chip
Arrow
Plain text
Icon position
This option allows you to hide or display the icon in the options to the left or right of data.
The image below shows
Order List
Plain Text
Right of Data
Status List
Arrow
Left of Data
Balance Details
Chip
Unavailable
4. Allow user to add new option
Enabling this option allows users to create new options dynamically while using the dropdown, without the need to open the side panel for adding options.
In the image below, the Review needed cell is double-clicked and in the search panel, 'In progress' a new option is typed in, and the Create option is clicked.
In progress, a new option is added to the list dynamically, as shown in the image below.
5. Entry in total/subtotal rows
By default, data can be entered in total/subtotal rows. To disable it, uncheck the 'Allow entry on Total/Subtotals' checkbox and update. Now, when you try to select an option in the total/subtotal row, an Error message is shown as highlighted in the image below.
6. Default Value
When you create a single-select data input field, you can specify a default choice to avoid blanks in your reports. There are three ways to specify your default values. They are
Static
Dimension
Measure
6.1 Static
When you use the static option, you can select the relevant default value from the Value dropdown.
In this report, we’ve chosen the ‘Approval Status’ preset and added 'Deferred' as a customised option to the list of values. Notice how the Value dropdown populates the manually entered options along with the default values.
The image below shows the Single Select column populated with the Static Default value as Deferred.
6.2 Dimension
You can choose to set a dimension category as the default value. Please be mindful that if you choose to source default values from a dimension, you will need to enable the Allow user to add new option checkbox.
6.3 Measure
You can choose to set a measure as the default value. Please be mindful that if you choose to source default values from a measure, you will need to enable the Allow user to add new option checkbox.
7. Using the dropdown
Once the necessary changes are made to the list of values, and other properties are configured, click 'Create' in the data input side panel. Click on a cell in the data input column to enable the dropdown and choose an option.
In Multiselect, you can select more than one option from the dropdown, which helps to show you the progress of the task.
In the next section, we'll cover other data input types such as text, checkbox, and date.
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