How to select the information you want
Selecting multiple records to see combined total
When you CTRL-click or SHIFT-click on multiple rows the tooltip menu displays the combined measure value.
On Table views you can click on the Dimension. On Graph/Chart views, click on the graphical measure.
![](../__attachments/1708884003/image-20230905-181702.png?inst-v=a33ad75e-8fc6-41aa-a53e-3a49a14fd4b2)
This example of the Items section on the Salesperson Performance dashboard shows the sum of the 3 selected items. Note there is only one measure field, so the sum is of only that measure.
![](../__attachments/1708884003/image-20230118-210404.png?inst-v=a33ad75e-8fc6-41aa-a53e-3a49a14fd4b2)
Ctrl-Click on the Prior FY
graphic to select 3 records. The Sum of Measure Values shows 3 items selected and the total of the selected measures on the view. Note that the sum value is of all 3 measure fields per row, not a single measure field.
On a map view there is a selection tool available to select by square, circle, or ad-hoc shape. When you hold down the mouse button and drag across the selected areas the tool tip shows the combined measure amount.
![]() | ![]() | ![]() |
Creating Custom Views to save your settings
Once you choose your selection and other criteria, you can save your settings as a custom View.
Click on the menu item View:Original to display the View dialog window. Give your view a name and select if others may see this saved view also. when you click on Save you can then select from either Original or your saved view settings.
![](../__attachments/1708884003/image-20220223-220243.png?inst-v=a33ad75e-8fc6-41aa-a53e-3a49a14fd4b2)
![](../__attachments/1708884003/image-20220223-220633.png?inst-v=a33ad75e-8fc6-41aa-a53e-3a49a14fd4b2)
![](../__attachments/1708884003/image-20220223-220750.png?inst-v=a33ad75e-8fc6-41aa-a53e-3a49a14fd4b2)
Custom views are also handy when downloading or subscribing a view. You can select the specific custom view with the custom settings in place.
Using the worksheet filters:
![]() Filter fields on the right side of the screen |