Working with the Context Menu

The visualizations in a workbook provide the following right-click menu options:

Visualization Context Menu

Visualization Context Menu of the Numeric Axis

Time Series Visualization Context Menu of the Time Axis

Table visualization context menus depending on where you click on the visualization

Context Menu	Description
Filter	Allows filtering of a data table column. Applies only to the table visualization not the whole dashboard.
Automatic Parameterization	Run an automatic parameterization.
Actions	Run a workbook action on the visualization.
New Alert	Create an alert.
Visualization Filtering	Allows visualization filtering. Options include: Filter Include Filter Exclude Filter Clear
Drilling	Allows drilling into visualizations. Options include: Drill Down Drill Up Drill to Top
Data Export	Allows exporting of data. Options include: Copy Image Copy Data Export Raw Data Copy Cell Data (available in Table and Heat Matrix visualizations)
Zooming	Allows zooming in and out of visualization sections.
Show Labels	Determines whether labels are displayed or not.
Show Shelves	Available when Enable Shelves is enabled in the visualization’s General settings. Either check Show Shelves in the context menu or tap the Shelves slider in the General settings to display cross tab, breakdown, and variable shelves in the visualization.
Pinning	Allows pinning of the Details pop-up. Options include: Pin Details Unpin Unpin All

The additional time series visualization context menu options include:

Setting

Description

Set Snapshot Here

Available in the time series visualization context menu when the Snapshot Grid Line is rendered or set to Dotted, Dashed, or Solid in the Time Axis variable.

Set Axis Range

Allows setting of the time axis range:

Min Range

The minimum time axis range. Supported units are milliseconds, seconds, minutes, hours, days, months, quarters, and years.

Increment Step

Controls how much the time axis span is extended at the point when the latest value is at the end of the current time axis span. Supported units are milliseconds, seconds, minutes, hours, days, months, quarters, and years.

This setting helps in seeing how a real-time data set grows from left to right along the time axis, giving a better impression and understanding of the progress.

The additional Table visualization context menu options include:

Setting	Description
Adjust Columns	Adjust column width in the table visualization.
Show/Hide Columns	Hide or display columns in the table visualization.
Show Hierarchy Column	Display the hierarchy column.
Expand/Collapse Hierarchy	Expand or collapse sections of the hierarchy.
Show Grand Total	Determines whether the Grand Total aggregate row is shown in the table.
Show Sub Totals	Determines whether Sub Total aggregate rows are shown in the table.
Show <Column>	Display the breakdown column.

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