Add Checkboxes to Pivot Table

December 08, 2015 15:38

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.

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.

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.

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

Comments

17 comments

Michael Becker December 08, 2015 17:38

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.

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Nick December 09, 2015 14:30

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?

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Nick December 09, 2015 14:58

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

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Nick January 07, 2016 13:32

Hi there

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

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Sergio Alvarez February 25, 2016 18:11

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

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Andrew Block May 11, 2016 17:27

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

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Andrew Block May 11, 2016 17:37

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.

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Christoph Kohler August 23, 2016 14:07

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

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David Hogeg August 23, 2016 16:20

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

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Praveen Prabhu December 20, 2016 10:13

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

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Omer January 04, 2017 09:48

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

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Robert Stolk April 04, 2017 16:39

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;

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Michael Becker April 05, 2017 06:27

@Robert - You rock! It did the trick!

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Glenys Salas May 16, 2017 23:44

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

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Jeremy Naiden June 13, 2018 19:47

Is this plugin supported for v7.1?

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Joseph Polefrone January 09, 2019 16:26

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?

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Michael Harmon September 11, 2019 19:24 (Edited September 11, 2019 20:14)

I have the plugin working in v7.4. When I select multiple rows in the pivot table and try to jump to a new dashboard, the new dashboard only includes the single row that I right clicked on and not the multiple selected rows. It jumps to the new dashboard fine. Any suggestions?

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Step 1 - Add the Plugin

Step 2 - Create the Pivot Table

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