Create a Keyset From a Data Point

This applies to: Visual Data Discovery

You can create a keyset from a data point in a visual using the context menu. The result set used for the keyset is automatically filtered by the data point you select.

To create a keyset from a data point:

  1. Create a visual.

  2. Select a data point in the visual. The context menu appears:

    Select a data point to open the context menu

  3. Select Keyset. The Save Keyset dialog appears.

    Use this work area to define a keyset for your source

  4. Enter a name for the keyset in the Name box. The keyset is shared by all users of the Symphony instance, and must be a unique name.

  5. Optionally, enter a description for the keyset in the Description box.

  6. In the Select a Field as Key box, select a field to use as the key for the keyset. This should be the field by which the original visual was grouped. A list of keyset values for the field you selected appears on the Save Keyset dialog. These values can include an empty value.

  7. Select Save to save the keyset.