Selection

Selection highlights a subset of the data displayed in an ADVIZOR chart. This selection is highlighted in all charts where that data appears. Selection is on a per Data Pool table basis.

Selection: what I'm interested in.

• Sweep an area in either chart with the Left Mouse Button depressed; this selects the data in that region. The other chart is also updated to show the same items, highlighted in the same way. If data is colored, that coloring is maintained if possible.

• A selection drag may be cancelled by clicking the Right Mouse Button before releasing the Left Mouse Button.

Automatic aggregation: slicing and dicing.

• The two charts show the fund data at different granularities: the Pie Chart summarizes data by fund type and the Scatter Plot shows individual funds. Yet they are still linked; selecting a fund type in the Pie Chart selects all of that funds in that category, and selecting a set of funds in the Scatter Plot highlights the Pie Chart slices containing those funds, to the relative amount they represent.

Selection tools: other ways to select.

• Besides selecting a rectangular region, we can also select other regions. However, only the Rectangle works in 3D views (e.g., 3D Multiscape, 3D Pie Chart, 3D Data Constellations, and Maps).

Drill down: exclude data.

• We can focus on a particular subset of the data. Select the categories "International" and "Growth" in the Pie Chart, than exclude from the context menu or tool bar icon.

• Notice that the Scatter Plot changes as well to remove the excluded data. Now we are looking only at data for these two fund types. Restore data from the context menu or the tool bar icon.

Global operations: global selection operations.

• The overall selection state can be controlled, via the Context Menu ("Select ..." menu item) or via scripting. These operations are:

  • Select All: make all items selected. Also, keyboard "CTRL-a".

  • Unselect All: unselect all items.

  • Toggle All: make selected unselected, unselected selected.

  • Exclude Unselected: exclude unselected items. Also, keyboard "DEL".

  • Restore Excluded: return excluded items as unselected items.

Selection modes: how sweeping changes the state.

• When you drag the mouse on a chart, you identify a set of items. These items are then combined with the existing selection state. Ways that this can be done are:

  • Replace: identified items becomes the current selection.

  • Toggle: inverts; identified off go on, on go off

  • Add: identifed added, others unchanged.

  • Subtract: identified turned off, others unchanged.

  • Intersect: identified left on if already on, items not identified are turned off. This is useful for further refining a set of selected items.

• By default, sweeping with the Left Mouse Button (LMB) does Replace, and sweeping with LMB + CTRL Toggles.

• The assignment of operations to the LMB may be changed with the "Selecting" Property Page tab or via scripting.

Show unselected: visibility of unselected items.

• Unselected items typically may be displayed in the current unselected color, or omitted from the display. Omitting may make the display simpler to understand by omitting unnecessary detail.

• Although this may appear the same as "excluding", it is not. The data is still present in other views, it would not be if excluded.

• Notice that hidden items may not be selected; they must be visible to be selected.