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Quick BI:Configure Cascading for Reporting Controls

Last Updated:Jan 20, 2025

Conditional cascading between reporting controls dynamically generates the options for subsequent controls based on the user's selections, enhancing reporting efficiency and accuracy. For instance, selecting a specific region automatically updates the province control to display all provinces within that region. This topic describes the steps to configure conditional cascading between components.

Limits

  • Conditional cascading is supported only by controls such as single-select dropdown, multi-select dropdown, and tree dropdown.

  • Cascading configuration is available only for controls with options derived from a dataset. image

  • You can configure up to five cascading conditions per item. For more than five conditions, set up multiple cascades.

Prerequisites

Procedure

You can access the conditional cascading configuration interface from the workbook editing page by any of the following methods. Supported cascading types include same-source cascading and different-source cascading. The example below demonstrates configuring conditional cascading for geographic information single-select dropdown controls.

  • Click data reporting on the toolbar and select conditional cascading configuration from the dropdown menu. image

  • Choose the control for cascading configuration, click the image icon, and select conditional cascading configuration in the control configuration interface. image

Different-source Cascading Configuration

Different-source cascading sets up relationships between controls with options from distinct datasets. Configure the foreign key field to automatically update the dropdown list based on the main control's selection.

In this example, the region control's options come from the region field in annual sales data, the province control's options from the province field in sales data, and the city control's options from the city field in annual sales data. image

  1. In the conditional cascading configuration interface, within the cascading configuration item section, select the region control as the primary condition and click the image icon to add a new box. image

  2. In the new box, choose the province control as the secondary condition and link it using the region field.

    Note

    The field chosen here must be the higher-level field that passes values to the current control's option value source field. For instance, the higher level of the province is the area. By selecting the area field, you accept the value transmitted from the Area field.

    image

  3. Repeat the steps above to configure cascading for the city control. image

  4. Click OK to finalize the configuration. Now, selecting Central China in the region control will display only the relevant provinces, and selecting Hunan will show only cities within Hunan Province. 111

Same-source Cascading Configuration

Same-source cascading simplifies the configuration process for controls with options from the same dataset, eliminating the need to select foreign key fields.

Here, the option values for the region, province, and city controls all originate from their respective fields in the annual sales data dataset.

image

  1. Navigate to the conditional cascading configuration page and select switch to same-source cascading.

    Note

    Switching to same-source cascading is irreversible, so please confirm before proceeding.

    image

  2. Choose the region control as the initial condition and click the image icon. image

  3. Sequentially add the province and city controls as the second and third conditions. image

  4. Click OK to complete the setup. Now, selecting Central China in the region control will display only the relevant provinces, and selecting Hunan will show only cities within Hunan Province. 111

Related Operations

Following the cascade configuration, you may rename, delete, or add configuration items for existing items on the cascade configuration of conditions interface.

  • Rename: Default names for new cascading configurations can be changed by clicking the title area. image

  • Delete: Remove a condition by clicking the delete icon above the condition box or the delete icon next to the configuration item to remove the entire item. image

  • Add configuration item: Click new cascading configuration and choose either same-source or different-source cascading to add a new item without affecting existing configurations. image