Creating Subsets

Subsets allow you to save a dimension value filter that is applied to a linked free-form data page. You can then view the filter that is applied to the parent data page and all linked data pages.

If you click on a dimension value that is shaded blue, in either a tabular page or a table on a free-form page, you can create a subset on the resulting page.

NOTE: Subsets can only be created for free-form data pages that have subsets enabled. Subsets are enabled by the developer.

A subset is different from a bookmark, which returns to the same page with any and all filters in use, can be published to other users, and made for all data pages.

  1. Navigate to a child free-form data page. This means that the page is filtered by a dimension value.

    For example, this subset is created after reaching a free-form data page after two dives.

    Here is the Closedfirst page, with the link for the first dive indicated.

    Navigating to include Subset filters: filter by Customer on the iPad.

    Here is the Closedresulting page, with the link for the second dive indicated.

    Navigating to include Subset filters: filter by 21ST AMENDMENT on the iPad.

    Here is the Closedpage used to create the subset.

    The page used to create the subset on the iPad.

  2. Tap the Options icon.

    The ClosedOptions menu opens.

    The Create Subset option for Options button on the iPad.

  3. Tap Create Subset from the menu.

    A pop-up Closedconfirmation window opens, asking you to confirm the subset. It details the dimension and value of the subset.

    The Subset Confirmation message.

    This subset uses dimension Brand and value CAPSTAR.

  4. Tap Create.

    5. A message confirming the successful creation of the subset appears.

    Subset created successfully message on the iPad.

  1. From the main menu, tap the ClosedSubsets button.

    NOTE: The icon for the Subsets button might differ.

    The Subsets button, where subsets are stored on the iPad.

    All created subsets are displayed in a sub-menu.

  2. Tap the subset you want to access. For this example, the subset is ClosedCAPSTAR.

    An example of a saved subset on the iPad.

    The Closeddata page opens with the subset applied.

    Notice the filters that are applied from the subset on the iPad.

    NOTE: Every page associated with this button is filtered by the subset value.

    Notice that the Brand QuickView shows one value. This refers to Brand dimension value CAPSTAR.

  1. Navigate to the Subsets Menu.

  2. Do one of the following:

    • Tap Edits in the top right corner.
    • Select and hold the Subset button, then release.

    A Closedred circle with an X appears on the top left of the button or buttons.

    Red X button for deleting the subset.

  3. Tap the red circle with an X of the subset you want to delete.

    The ClosedDelete Subset Confirmation pop-up window opens.

    The Delete Subset Confirmation message.

  4. Select Delete to delete the subset or Cancel to keep it.
  5. Return to the main menu. If there are no subsets left, the Subsets button disappears.

See also Subsets.