Work with segments
You can apply segments when you create a new data block or when you select Edit data block from the Commands panel.
Apply segments to a data block
To apply a segment to the entire data block, Double select a segment or drag and drop segments from the components list into the segments section of the Table.
Apply filters to individual metrics
To apply filters using segments to individual metrics:
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Drag and drop one or more segments from Segments onto a metric in the table.
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Alternatively:
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Select
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Select one or more segments from Segments drop-down menu. The segments are added to the Segments applied list.
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Select
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Select Apply.
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To view applied filters, hover over or select a metric in the Table pane. Metrics with applied segments display a segment icon.
Quick edit segments
You can use the Quick edit panel to add, remove, or replace segments for existing data blocks.
When you select a range of cells in the spreadsheet, the Segments link in the Quick edit panel displays a summary list of the segments used by the data blocks in that selection.
To edit segments using the Quick edit panel:
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Select a range of cells from one or multiple data blocks.
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Select the Segments link to launch the Quick edit Segments panel.
Add or remove segments
You can add or remove segments using the Add/Remove options.
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Select the Add/Remove tab in the Quick edit Segments panel.
- Select one or more segments from Segments drop-down menu. The segments are added to the Segments applied list.
- Select
- Select Apply.
Report Builder displays a message to confirm the applied segment changes.
Replace segments
You can replace an existing segment with another segment to change how the data is segmented.
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Select the Replace tab in the Quick edit Segments panel.
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Use the Search list search field to locate specific segments.
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Select one or more segments that you want to replace.
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Search for one or more segments from the Replace with drop-down menu to add the segment to the Replace with list.
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Select Apply.
Report Builder updates the list of segments to reflect the replacement.
Define data block segments from cell
Data blocks can reference segments from a cell. Multiple data blocks can reference the same cell for segments, allowing you to switch segments easily for multiple data blocks at a time.
To apply segments from a cell:
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Create a new data block or edit an existing data block.
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Select the Segments tab to define segments.
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Select
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Select the cell from which you want the data blocks to reference a segment.
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Double select to add a segment to the cell. Alternatively, drag and drop one or more segments into the Segments included section.
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Select Apply to create the reference cell.
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From the Segments tab, add the newly created reference cell segment to your data block.
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Select Finish.
To apply the reference cell as a segment to other data blocks, use the cell reference as one of the segments in the Segments list in the Table tab.
Use a reference cell to change data block segments
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Select the reference cell in your spreadsheet.
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Select the link under Segments from cell in the Quick Edit menu.
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Select your segment from the drop-down menu.
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Select Apply.