Add Checkboxes to Pivot Table

Follow
Avatar
Takashi Binns

Download: Pivot Checkboxes

Introduction

This article explains how to add filter checkboxes to a pivot table.

Purpose/Benefits

When showing a pivot table, you can make multiple selections by holding control and right clicking on several cells to set a filter.  This plugin provides a way to add checkboxes to cells, which gives the user a quick way to make multiple selections.

screenshot.png

Steps

The following steps will walk through the process of adding the plugin and creating a sample pivot table.

Step 1 - Add the Plugin

Download the attachment and unzip the contents into your C:\Program Files\Sisense\PrismWeb\plugins\ folder. If you are using version 7.2 and higher unzip the contents into your C:\Program Files\Sisense\app\plugins\ folder. If the plugins folder doesn't exist, just create it.  After those files have been unzipped there, you may also have to restart the web server. Now, when you create a new pivot table widget the checkbox option should show up in the context menu of the ROWS dimensions.

menu.png

Step 2 - Create the Pivot Table

On your dashboard, click the Create Widget button and select Advanced Configuration. Next, select the Pivot Table Chart from the chart types menu.  Pick one or more dimensions under the ROWs category and click on the settings icon to configure the checkboxes.  

Make sure the pivot table is set to have Widget Affects Dashboard Filters and Enable Drill To Anywhere are DISABLED.  Also make sure the dashboard filters are set to HIGHLIGHT.  The widget settings should match the image below.

settings.png

 

References/Notes

  • This plugin does not support drilldown and is only enabled for ROW dimensions in pivot tables
  • UPDATED May 5, 2016 - Fixed a bug when using this plugin with filters set for "All Items"
  • UPDATED July 5, 2016 - Modified to work with code changes in v6.4 and dependent filters
  • UPDATED Aug 5, 2016 - Fixed a bug when making multiple selections
2

Comments

16 comments

Sort by Date Votes
  • Avatar
    Michael Becker

    Very nice! One note - it may not work on Pivot's created in version prior to 6, in that case you have to create new Pivot from scratch.

    0
    Permalink
  • Avatar
    Nick

    I can't get this to work at all.  I have installed the plugin, restarted the server, created a new pivot widget and followed the exact instructions above, but the checkboxes don't appear at all.  The new pivot is in an existing dashboard, and I am using V6.  Anything else I should try?

    1
    Permalink
  • Avatar
    Nick

    Update: this works if you create a brand new dashboard and then add the pivot, but that's not a workable solution for us.

    0
    Permalink
  • Avatar
    Nick

    Hi there

    Is there any chance this could be fixed so it works with V6 without having to re-create dashboards from scratch?

    0
    Permalink
  • Avatar
    Sergio Alvarez

    Is there a chance that in the near future this plugin could support drilldown capabilities and value dimensions in pivot tables?

    0
    Permalink
  • Avatar
    Andrew Block

    Has anyone else experienced where you back out of a dashboard then come back in and the check boxes are missing? They will not show up again until I delete the corresponding filter in the filters section? This would not work for consumers because they are not able to remove filters once clicking on the checkbox

    0
    Permalink
  • Avatar
    Andrew Block

    One more comment it seems this result happens when I don't have any check boxes selected and then back out and come back in. 

    0
    Permalink
  • Avatar
    Christoph Kohler

    Hi All,

    I tried the "CheckBoxes" in Version 6.4. but it seems only to work in previous Versions. Does anyone know how to fix this?

    Thanks for you help,

    Chris

    0
    Permalink
  • Avatar
    David Hogeg

    Hi Chris,

    I just tested it on 6.4 in my env. and it seems to be working correctly. 

    Can you please email support@sisense.com with the details of the issue and I'd be happy to look into it.

     

    Thanks,

    David

    0
    Permalink
  • Avatar
    Praveen Prabhu

    Hi, 

    I think this plugin doesn't work in v6.5. Because I was using this plugin in my pivot in v6.4. Recently we updated the verion to 6.5 . Now when i create a pivot and try to use this plugin, it doesnt show up. I  dont get the option to dd checkboxes to fields.

    Please help ASAP.

     

    Thanks,

    Praveen

    0
    Permalink
  • Avatar
    Omer

    Hi Praveen,

    You're right, unfortunately the plugin isn't working on 6.5.

    We are working on fixing it though in future releases.

    If you want to be updated personally on this, please submit a ticket via our website.

     

    Regards,

    Omer

    2
    Permalink
  • Avatar
    Robert Stolk

    Hi,

    I think you can make it work by changing the line 288 in .js file to :

    var widgetEditorOpen = window.location.href.indexOf("widgets") > 0;

    3
    Permalink
  • Avatar
    Michael Becker

    @Robert - You rock! It did the trick!

    1
    Permalink
  • Avatar
    Glenys Salas

    Hi Everyone - can you please ad a "clear" function on pivots with checkboxes.  Doesn't show up right now.

    0
    Permalink
  • Avatar
    Jeremy Naiden

    Is this plugin supported for v7.1?

    0
    Permalink
  • Avatar
    Joseph Polefrone

    I am unable to see this on v.6.6. I have extracted the contents to the plugins folder and restarted IIS services. I have tried from bot an existing dashboard and created another from scratch. The option for the Checkboxes does not display in the context menu. Any suggestions?

    0
    Permalink

Please sign in to leave a comment.

Didn't find what you were looking for?

New post