Add Checkboxes to Pivot Table
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.
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
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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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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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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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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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