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Sphere Setup: New From View - synoptix - 10-16-2019
Desktop Client Guide
Sphere Setup: New From View
PurposeSphere Setup: New From View allows a new sphere to be created using an existing view as a template.
To create a new Sphere, click General in the Setup group on the control panel. The General Setup panel displays with the Sphere Setup tab selected by default.
[attachment=455]
Click New From View. The Sphere Name Defaults dialog box displays.
[attachment=456]
This dialog box allows you to choose a database connection and view. Views are populated in the View drop down box based on the connection chosen. A Sphere Name and Abbreviation must be entered. The Sphere Name must be no longer than 30 characters and the Abbreviation must be no longer than 10 characters. A description is optional and must be no longer than 256 characters.
Definitions
Connection: Select which connection will be used.
View: Select which view will be used.
Sphere Name: Enter a name for the sphere you are creating.
Sphere Abbreviation: Enter an abbreviated name for the sphere.
Description: Enter a description for the sphere.
Click Next. The Drill Down Fields dialog box displays.
[attachment=457]
When using a BI Cell, you can Drill Down into a predefined Drill Down window. The fields displayed in that predefined window are based on fields chosen here. When drilling down on a BI Cell, a numeric column containing values from the Source of Calculations is always displayed. The fields chosen in this dialog box will be displayed in addition.
Definitions
All Fields: Select the fields you would like to Add to the Sphere's Drill Down capabilities.
Drill Down Fields: Current Drill Down fields are displayed here.
Click Finish to create the new Sphere.
Please note this guide applies to Synoptix client versions 7 and 8