Group synchronization

You can assign views, visualizations, and other widgets to a synchronization group. Widgets in the same group will be synchronized together.

Only changes to the currently displayed members of a hierarchy in a widget are shared with other widgets. As members of a hierarchy that are displayed in one widget change, the same members display in synchronized widgets that use the same hierarchy.

Synchronization groups can span to the entire book.

Creating a custom synchronization group

Start by creating a custom group in book properties:

  1. In edit mode, click Properties.
  2. Under Synchronize, click Create and manage custom groups.
  3. Click Create to create a group.
  4. Enter a name and description for the group, and click Create.
    Creating a custom group
  5. Click Apply changes to finish creating the group.

You can now add widgets to your group. Select a widget in your book and under Properties > Synchronize> Groups > Synchronization group, select the group you just created. Repeat this process for all the widgets that you want to assign to the group.

Selecting a custom synchronization group

Widgets in the group are now synchronized together.

Group synchronization within one group

Cascading effect in synchronization

When you have two or more synchronization groups, you can have one group impact another group to achieve an cascading effect. To do this, you can assign one or more source groups to a target group in the Manage groups dialog.

Selecting source groups in the Manage groups dialog

In the following example, the hierarchy change in Group 1 cascades to all the widgets in Group 1 and Group 2.

Cascading synchronization to multiple groups
Note: Synchronization changes cascade only once. For example, if Group 1 is a source group for Group 2 and Group 2 is a source group for Group 3, changes in Group 1 impact only Group 2.

View synchronization groups

Click the View synchronization groups icon in the toolbar to view an overlay for all widgets that are part of synchronization. The overlay displays the name of the group the widgets belong to. Click the icon again to interact with the widget.

View synchronization group action in the toolbar