Creating a Keyset

You can create a keyset from the result set of a visual or from a data point in a visual using the radial menu. Keysets are shared by all users of the Composer instance. The instructions in the following sections create the same keyset, using the two different methods.

If you change the field type from Number or Integer to Attribute for a field that is used in a keyset, errors will result when the keyset is applied as a filter. To resolve this problem, create an Attribute derived field from the original field (for example, using the num_to_text function) and use it when you create the keyset, instead of the original field.

To control whether keysets can be created or managed from a visual, use the interactivity sidebar. See Controlling How Users Interact With a Visual.

Creating a Keyset from the Visual Result Set

You can create a keyset from the result set of a visual. Filtering the visual data before creating the keyset will limit the unique data values included in the keyset.

To create a keyset from a visual result set:

  1. Create a visual and filter it as desired.

  2. Select and then Create Keyset from the visual drop-down menu. The Save Keyset dialog appears.

  3. Enter a name for the keyset in the Name box. Because the keyset will be shared by all users of the Composer instance, be sure to enter a unique name.

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

  5. In the Select a Field as Key box, enter the field that should be used as the key for the keyset.

  6. Select Save to save the keyset.

Creating a Keyset from a Data Point

You can create a keyset from a data point in a visual using the radial menu. In this case, 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. For example, you might select the bar representing Virginia. The radial menu appears:

  3. Select Keyset on the radial menu. The Save Keyset dialog appears.

  4. Enter a name for the keyset in the Name box. Because the keyset will be shared by all users of the Composer instance, be sure to enter a unique name.

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

  6. In the Select a Field as Key box, enter the field that should be used as the key for the keyset. This should be the field by which the original visual was grouped.

  7. Select Save to save the keyset.