Next, we will add the State
and City levels, as well another filter, as we move closer toward our
desired documentation with the PivotDiagram.
15.
Click the United States sub node on the canvas to select it, as we did earlier for the top
node.
16.
In the PivotDiagram
task pane, within the Add Category selection list, once again, click Customer:
State-Province.
The PivotDiagram updates
once again, this time reflecting the addition of the State - Province level.
17.
Right-click
the State-Province level, appearing between the United States node and the newly added State-Province
nodes.
18.
Select Configure
Level ... once again, from the context menu that appears.
The Configure Level dialog
opens.
19.
Substitute the
following for the current occupant of the Name box:
State
20.
Select “equals,”
as before, within the top filter selector.
21.
Type the
following into the box to the immediate right of the selector (now containing “equals:”):
Georgia
22.
Select “or”
within the selector to the left and below the selector within which we have
chosen “equals.”
23.
Select “equals,”
within the filter selector to the immediate right, and directly underneath, the
selector containing “equals” from before.
24.
Type the
following into the box to the immediate right of the selector now containing “equals:”
Alabama
The Configure Level dialog
appears, with our modification and additions, as shown in Illustration 19.
Illustration 19:
Building a Filter Expression for a (Newly Named) Level ...
25.
Click OK
to accept the new filter definition, and to dismiss the Configure
Level dialog.
The PivotDiagram updates,
as before, and reflects the effects of the filter upon the members of
the recently added level, as well as its modified name, as
depicted in Illustration 20.
Illustration 20:
The PivotDiagram Updates for the Newly Added Filter ...
Next, we will add the City
level to our filtered State selection. But before going further, we
will make an adjustment to the default Options settings for the PivotDiagram.
26.
Select both
the Alabama and Georgia sub nodes on the canvas, by clicking Alabama, holding down the SHIFT key,
and then clicking Georgia. (You can also “lasso” them to
select both, after the manner used in many Windows applications.)
The outline surrounds the
sub nodes as shown in Illustration 21.
Illustration 21: Selecting
the Alabama and Georgia Sub
Nodes ...
27.
Select PivotDiagram
-> Options ... from the main menu, as depicted in
Illustration 22.
Illustration 22: Select
PivotDiagram -> Options ... from the Main Menu
The PivotDiagram
Options dialog opens.
28.
In the Data
options section (appearing in the lower half of the PivotDiagram Options
dialog), uncheck the Limit items in each breakdown setting. (The
default for this setting is “checked,” with the associated Maximum number of
items specified as “20.”)
29.
Check the box to
the immediate left of Import member properties, in the Data options
section just above the Limit items in each breakdown setting we have
just deactivated.
30.
In the Diagram
options section (appearing in the upper half of the PivotDiagram Options
dialog), uncheck the Show data legend setting.
The default for the Show
data legend setting is “checked;” We are simply removing the legend
for our present purposes. (In the real world, I often prefer customized
legends for aesthetic, and other, reasons.)
31.
Substitute the
current text in the Title box with the following, more descriptive
expression:
SE United States Subanalysis Path
The PivotDiagram
Options dialog appears, with our modifications, as shown in Illustration
23.
Illustration 23: PivotDiagram
Options Dialog with Modifications
Note the relative ease
with which we are able to entrain member properties into the PivotDiagram,
where they will appear with the next refresh, once we take the next step.
32.
Click OK
to accept modifications and to dismiss the PivotDiagram Options dialog.
We return to the PivotDiagram,
where the two State sub nodes remain selected.
33.
Ensuring that
both the Alabama and Georgia sub nodes on the canvas are still selected, click Customer: City within
the Add Category selection list of the task pane.
The PivotDiagram updates
once again, this time reflecting the addition of the City level,
as depicted in Illustration 24.
Illustration 24: The
City Level Members Appear – “High Level” View
It hardly escapes
notice that the PivotDiagram has exploded at the City level. A
close inspection of the Customer Counts within the Cities,
however, reveals that many of these contain zeros. This is to be expected
because, according to management, Adventure Works has only recently
begun selling in these areas. As this is the case, we might take this
opportunity to make our PivotDiagram more compact; while we may not
necessarily want to completely hide member Cities with no Customers,
we can use another feature of the PivotDiagram to at least “consolidate”
presentation for the affected Cities.
34.
Simultaneously
“lasso” select the following City sub nodes (those that indicate zero Customers)
that lie beneath the Alabama City level:
-
Florence
-
Huntsville
-
Mobile
-
Montgomery
35.
Select Other
Actions within the PivotDiagram task pane.
36.
Select Merge
from the items that appear within the dropdown selector, as shown in Illustration
25.
Illustration 25: Merging
the Selected Group of Sub Nodes
The affected Cities are
merged into a single sub node, as depicted in Illustration 26.
Illustration 26: The
Alabama Cities without Customers Appear in a Merged Sub Node
37.
Perform the
same steps for the Georgia City sub nodes that indicate zero Customers.
(To select non-contiguous Cities, click on each, while depressing the CTRL
key.)
The lowest set of sub
nodes (children of the City level) within the current PivotDiagram
appear as shown in Illustration 27.
Illustration 27: Merged
Sub Nodes alongside Independent Cities with Customers ...
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