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Vizlib Collaboration - Selections, Bookmarks and Hierarchy Groups (Enterprise only)

Selections

Not only conversations and comments but also the context is preserved!



Preserve the context of your selection by tying them to shareable bookmarks and hierarchy groups. This feature saves the application selections, which can be shared with other users. There is a tiny selection icon indicating what selection state is associated with the comment. If other users click on the icon or on your comment, your selections will be reapplied on their dashboards. It allows them to easily understand what data you were looking at while making your comments.

Selection icon indicating current selections that will be associated with the added comment. Visible when ‘add comment’ input is focussed. Hover on it to see a tooltip with more details.

 

Selection icon


No selections. There are no selections associated with the comment.

Hierarchy group. There are selections in fields that are defined in one or more Hierarchy groups.

Bookmark without hierarchy group selections. There are selections in fields that are not defined in the Hierarchy groups properties. There are no selections in hierarchy groups fields.

Bookmark with hierarchy group selections. There are selections in fields that are not defined in the Hierarchy groups properties and selections in hierarchy groups fields.

 


Selection icon tooltip


Selections icon tooltip displays information about the selections associated with the comment. Bookmark icon indicates if a bookmark was created with the comment. Hierarchy group values indicates the fields and values that were selected when the comment was created.

 

 

Shareable Bookmarks

Shareable bookmarks let you share your current selection with another user via Qlik Sense bookmarks. No custom security rules are needed. Tie your comments to a selection context. Bookmarks are created when there are selections in fields that are not defined in a hierarchy group. If Hierarchy groups are disabled, all comments added with any selection will create a bookmark. Comments added with no selections will not create a bookmark.


*Shareable bookmarks are only available in Vizlib Collaboration Enterprise. Find more information about it here

 

Hierarchy Groups

Hierarchy Groups allows you to associate selections to comments. When Hierarchy Groups is enabled and configured, only those comments that are matching selected and possible values in the app’s current selection state for fields defined in hierarchy groups will be visible in the list. Only one value in one field per hierarchy group can be associated with a comment.

Typically you would add a time dimension hierarchy (such as Year/Month/Day) and one or more other hierarchies that are related to your data. The difference compared to bookmarks is that bookmarks store all selected values, and hierarchy groups store only one or zero values in each hierarchy group.



NOTE! Hierarchy groups can also be secured with Secure Hierarchy Groups setting in Vizlib Management Console on Collaboration Connector.




NOTE! You have to set up the hierarchy and rules before making comments for the settings to take effect!

 

Hierarchy Group Mode

There are several different ways to configure. The rules are defined by the Hierarchy Group Mode setting. Default value is Active or lower level


NOTE! Active hierarchy level is the lowest level in a hierarchy group that has selections in the specified field. E.g. If you have selected 2014 in field Year and 2014-Jan in YearMonth, in a hierarchy group defined with YearYearMonth and Date, the Active hierarchy level is equal to YearMonth.



All related filters the visible comments to only comments associated with the possible and selected values in all the fields defined in the Hierarchy group. E.g.,  2014 in Year, 2014-Jan in YearMonth and all 2014 values in Date. If there are any excluded values in any of the hierarchy group levels fields, comments associated with no selections will not be visible. 

Active level filters the visible comments to only comments associated with the possible and selected values in the field of the active level. E.g. 2014-Jan in YearMonth.

Active or lower level filters the visible comments to only comments associated with the possible and selected values in the field of the active level or the levels below. 2014-Jan in YearMonth and all 2014 January values in Date.

Hierarchy Groups Mode is also available in the right-click context menu. Changing this setting through the context menu only changes it during the active session. It will revert to the setting configured in the property panel next time the object is reloaded.

 

 

Adding Hierarchy Groups

It is recommended that you use fields with a fewer number of values, because the number of fields and field values impact query performance. If the query gets too complex comments will not be fetched. Number of values in hierarchy group field are limited to the first 100 values. Design your hierarchy groups wisely. Especially the top fields in each hierarchy group if required selections is disabled, because comments made with no selections in hierarchy group will be associated with the top field. Updating hierarchy groups will most likely filter out some/all older comments associated with previous hierarchy groups that do not get a match in the updated configuration.


  1. Expand hierarchy group and click the Add Period Hierarchy button

  1. Click <Select a value> to open up drop down

  1. Select the field to use as a hierarchy group level field


 

Period, Group A, Group B and Group C

Period Hierarchy should typically include the most used time fields. Any number of levels can be used in the hierarchy but make sure each one is an aggregate of the next.

For Hierarchy Groups A-C you can use any fields you choose. Common options are geographical, organisational or product group related fields. Again, make sure the dimensions within each hierarchy are an aggregate of the level below.

 

 

Require selections

Hierarchy groups with Require selections disabled, allows for adding comments without selections in the fields defined in the hierarchy group. Comments, without selections, will be associated with the top field in the hierarchy group with no value. 

Require selections enabled, requires a selected value in one of the fields defined in the hierarchy group.

 


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