Setting synchronization for objects

You can set synchronization for hierarchies, sandboxes, and certain gestures.

Before you begin, set the default synchronization group to be at a book level, sheet level, or custom group level.
  1. In edit mode, with nothing selected, click Properties.
  2. Under Synchronization, select the default synchronization group.
    • Book - widgets in all the sheets in a book synchronize
    • Sheet - widgets that are located in the same sheet synchronize
    • Custom group - all widgets in the book synchronize to the changes in the selected custom group
    Note: Sheet scope synchronization is the default.
    For information on custom groups and group level synchronization, see Group synchronization.

Hierarchy synchronization

  1. Select a view, visualization, or websheet, click Properties.
  2. Select Synchronize and under Hierarchies, enable Synchronize hierarchies to enable synchronization.

    All hierarchies are selected by default. You can turn off synchronization for a hierarchy if you want to exclude it from the synchronization.

Hierarchy synchronization across different databases

  1. In edit mode, create a book with two views from cubes that are in two different databases.
  2. Select a view and go to Properties > Synchronize.
  3. Under Hierarchies, enable Synchronize hierarchies to synchronize all hierarchies.

    All hierarchies are selected by default. You can turn off synchronization for a hierarchy if you want to exclude it from the synchronization.

  4. Repeat steps 2 and 3 for the second view.
  5. Click Properties again to close the panel.
  6. Click in the book and go to Properties > Synchronization.
  7. Under Mappings, turn on Synchronization across servers.

Gesture synchronization

  1. Select the widgets that you want to synchronize and click Properties.
  2. Select Synchronize and under Hierarchies, enable Synchronize hierarchies to enable synchronization.
  3. Expand the Gestures section and enable Synchronize gestures.
    1. To keep or hide a row or column (including unhiding all), enable Member keep / hide.
    2. To expand or collapse a member, enable Member expand / collapse.

Sandbox synchronization

  1. Select a view, visualization, or websheet, click Properties.
  2. Go to Synchronize and under Sandbox, turn on Synchronize sandbox.

Advanced synchronization settings

Advanced synchronization settings let you customize how each hierarchy in the cube viewer or visualization displays when a synchronization event is received by that widget.

You can find Advanced synchronization in the Properties > Synchronize > Hierarchies section when synchronization is enabled for the widget that receives the synchronization.

Advanced synchronization option displays when synchronization is enabled in the properties panel
Note: The advanced synchronization settings apply to only the widget that receives the synchronization event.

The Advanced synchronization panel is divided into Row, Column, and Filters sections. You can choose what each hierarchy on the Row and Column areas displays when the widget receives a set change or member change synchronization event. You can select the hierarchy display for the Context area under Filters.

Advanced synchronization panel allows you to select what will be displayed when there is a change in the hierarchy
For a set change synchronization event, you can choose what you want the set in the receiving widget to display:
  • Set - The set with all its members and children displays in the widget.
  • Set and aggregate - The aggregate of the all the members in the set shows below the set.
  • Aggregate and set - The aggregate of the all the members in the set shows above the set.
  • Aggregate - Only the aggregate of all the members in the set displays in the widget.
Similarly, for a member synchronization event, you can choose what you want the set in the receiving widget to display:
  • Member and children
  • Member
  • Children
  • Member and descendants
  • Descendants
  • Member and parents
  • Parents
  • Member and ancestors
  • Ancestors
  • Member and leaves
  • Leaves

The advanced synchronization settings persist if you move a hierarchy from to a different area in the widget.

If you're using the selector widget to synchronize members, you can select multiple members and the receiving widget will display the set and members based on the synchronization settings you selected for that widget.

In the following example, advanced synchronization is set to Aggregate and set and Member and childrenfor the model hierarchy on the Row. The selector list for model is used to synchronize members. When the member is changed to L Series, the cube viewer updates to display an aggregate of all the members in the set and the set updates to display only the selected member and its children.

Example shows advances synchronization settings and synchronization changes in the receiving widget