Defining a Selection

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Revision as of 16:22, 9 July 2013 by >Johno (Common Membership Sample Selections)
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Overview

Selections are defined in the "Select Sheet" of the main DocumentDistribution file, or in the "Select Sheet" of an Excel Template file. A selection is a series of steps that all share the same name. Each step is entered on a separate row and is given a unique step number that determines the order of execution for that step within the overall selection. The step is defined by the Type, TypeName and TypeValue columns which are described in more detail.

Name

The Unique name of the selection. All steps in the same selection use the exact same name.

Step

Sequence number (1 to N), the execution order of each step.

Type

The type of action for the current step of the selection. Types can be actions, field selections, bookmark selections, ...

TypeName

Name of the Action, Bookmark, Field or Dimension

TypeValue

Corresponding value that varies depending on the type of action. For example, it could be the name of the bookmark, or a value for a field selection.

Selection Types

There are a variety of Selection Types that can be defined:

  • Action
Single actions like clear, lock, unlock, execute etc.
  • Field
Executes a selection on a single field
  • SetDim
Sets a dimension for a chart
  • BookMark
Executes a single bookmark

The full list of Types is shown below:

Type TypeName TypeValue Description
Action Clear Clears all selections
ClearAll Same as Clear
LockAll Locks all currently selected fields
UnlockAll Unlocks all currently selected fields
ClearField FIELDNAME Clears the specified field
ClearOther FIELDNAME Clears all fields except the specified field
Lock FIELDNAME Locks the specified field
Unlock FIELDNAME Unlocks the specified field
SelectPossible FIELDNAME Selects all possible values for the specified field
SelectExcluded FIELDNAME Selects all excluded values for the specified field
Execute ButtonID Executes a click for the button ID
Field FIELDNAME value Perform a selection on the specified field using the value / expression
Note: any value that you enter in a selection box search window is valid
The expression may include variable substitution using $(VarName)
SetDim DimName value Selects the specified value in the GROUP to set a dimension
SetVar VarName expression Sets the specified variable to the expression
Note: If the variable does not exist, it will be created.
Note: QlikView expressions must be prefixed by an equals. Change the Excel cell formatting to text so that Excel will not attempt to evaluate the expression.
Bookmark BM_NAME Execute the specified bookmark by name
BM_ID Execute the specified bookmark using the bookmark ID

Common Membership Sample Selections

  • ClearAll
Clear all fields
  • NewMbrs
Clear all fields, set to Prior Month and select Member Open Date from the Prior Month
  • SetLoanDims
Sets the loan dimensions for a pivot to the collateral code and the credit tier (paper grade)
  • EomDelq60Days
Selects loans that will be more than 60 days delinquent at the end of the month
Name Step Type TypeName TypeValue
ClearAll 1 ClearAll
NewMbrs 1 ClearAll
NewMbrs 2 Field vs_sel_AOD_DATE_SELECT Prior Month
NewMbrs 3 Field MBR_OPEN_DATE >=$(MonthStart)<=$(MonthEnd)
SetLoanDims 1 SetDim LoanDims1 LN_COLLATERAL_DESC
SetLoanDims 2 SetDim LoanDims2 LN_CREDIT_TIER_DESC
EomDelq60Days 1 Field vs_sel_AOD_DATE_SELECT Current Date
EomDelq60Days 2 SetVar CalcDays60 =60-(
EomDelq60Days 3 SetDim LoanDims2 LN_CREDIT_TIER_DESC