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Using Parameters
In addition to using static values and data selection, you can use Immerse parameters to change chart values.

Overview

Parameters are a powerful tool for manipulating charts in Immerse. You can use parameters to do the following:
    Quickly switch measures and dimensions on a chart from a centralized location on the dashboard.
    Analyze scenarios using parameters in custom SQL, for quick iteration and replacement of values in a custom SQL formula (typically measures).
    Perform projections, estimations, and planning.
    Control chart-specific filters on multiple charts at a time, which is helpful for comparison use cases.
    Customize the dashboard for the end user; parameters enable all tabs to reference the same data (parameterizing filters across tabs).
The following figure shows the Parameters pane on the dashboard. The parameters defined (Left Map Display and Right Map Display) enable you to change values that previously could only be altered at the individual chart level.

Setting Up Parameters

The Parameters pane provides access to the Parameters Manager, which you use to create, modify, and delete parameter definitions. You can also use the Parameters pane to add and remove parameters to and from a dashboard or dashboard tab, edit a parameter, and make a parameter dashboard-wide or localized to the selected dashboard tab.
To open the Parameters pane, click the Parameters tab on the dashboard.

Creating a New Parameter

In the Parameters pane, click Add parameter to open the Parameter Manager. You can also click the Open parameters manager icon in the upper-right corner of the pane.
If you click Add parameter in a dashboard that has existing parameters, the parameters that have been created for that dashboard are listed. To create a new parameter, click Create new at the bottom of the parameters list, or click the Open parameters manager icon.

Using the Parameter Manager

Use the Parameter Manager to create, modify, and delete parameters.
The left pane lists the parameters in use on the dashboard. In the example above, no parameters exist yet, so the list is blank. You can also search for parameters and create new parameters from the left pane.
You can also open the Parameter Manager from a chart by typing ${ at the end of the chart title. Any existing parameters are shown in a dropdown box.
In the Parameter Manager, you create and define one of four parameter types, described in the following tabs:
Custom
Number
Column
Column Value
A custom parameter provides flexibility in defining default values, particularly SQL formulas.
    Parameter name - Name of the parameter. Cannot be changed after parameter creation.
    Default value - Default value of the parameter. Can be a formula, a numeric, or a string.
    Description (optional) - Notes that help describe the parameter.
    Parameter name - Name of the parameter. Cannot be changed after creation.
    Default value - The default numerical value.
    Min (optional) - Minimum numerical value.
    Max (optional) - Maximum numerical value.
    Description (optional) - Notes that describe the parameter and its use.
    Parameter name - Name of the parameter. Cannot be changed after creation.
    Source - Source table for the parameter.
    Default value - The default column.
    Description (optional) - Notes that help describe the parameter.
    Parameter name - Name of the parameter. Cannot be changed after creation.
    Source - Source table for the parameter.
    Column - Name of the table column.
    Default value - The default column value.
    Description (optional) - Notes that help describe the parameter.
Once you create a parameter, it is added to the parameters list in the left pane of the Parameter Manager. Here, you can search for parameters, see their types and default values, list them in ascending or descending alphabetical order, or delete them.
You cannot delete a parameter that is being used by a chart on the dashboard.

Managing Parameters

In the Parameters pane, you can add and remove parameters, change their values, and determine whether they are applied locally to a tab or across all tabs on the dashboard. The pane shows the parameters used on that dashboard or tab.
To add parameters to a dashboard or tab, click Add Parameter and select the parameter from the list. You can also search for the parameter.
Click the More Options icon on a parameter to make a parameter local to a tab, edit the parameter (which opens the Parameter Manager), reset the value to the default, add the parameter as a pane on the dashboard, or remove the parameter from the tab.
You can also reset the value to the default by clicking the reset icon to the right of the parameter value. Hovering to the left of the value shows whether the parameter is synced across tabs or local to the open tab.
You can only remove the parameter if it is not being used by a chart on the tab or dashboard.

Working with Parameters

This section provides examples of setting up parameters in Immerse and demonstrates how parameters can be used in various scenarios. It walks through the setup of dashboard tabs and charts and shows how to add parameters and change values.

Example - Creating and Changing Flights Charts

This example shows a flight origin and destination chart that you can create, change, and analyze using parameters.

Setup

First, create a chart with the following configuration:
    Source: flights
    Base dimension: origin_city
    Group-by dimension: plane_engine_type
    Base measure: # Records
    Bar settings: Horizontal, stacked

Parameters

Open the Parameter Manager and create the following parameters:
a1
a2
m1
car1
car2
    Type: column
    Source: flights
    Default value: origin_city
    Type: column
    Source: flights
    Default value: plane engine type
    Type: number
    Default value: 1
    Min: 1
    Max: 100
    Slider step size: auto
    Type: column
    Source: flights
    Column: carrier name
    Default value: Southwest
    Type: column
    Source: flights
    Column: carrier name
    Default value: Skywest

Creating a Chart Using Parameters

You can replicate this chart using the parameters you defined.
    1.
    On the dashboard, create a new Combo chart.
    2.
    The defined parameters now appear in the Dimension dropdown lists. Select a1 as the Base dimension and a2 as the Group-by dimension, and #Records as the Base measure.
The dashboard shows two identical charts, but the chart created with parameters has some advantages. For example, you can change the Base and Group-by dimensions without editing the chart. Here, the column in parameter a1 is changed to destination city and the column in parameter a2 is changed to plane type:
The chart created using parameters dynamically changes to reflect the change in column value, and its title reflects the new definition.

Creating a Custom Measure

You can use parameters to create a custom measure.
    1.
    Open the Custom Measure Editor, define the custom measure avg(flights.depdelay*${m1}) using the departure delay column and parameter m1:
Apply the custom measure, and observe the changes to the chart.
Adjusting the m1 slider dynamically changes the values on the chart. You can add the custom measure information to the chart title by typing ${ and then selecting m1 from the dropdown list. Now, the chart title reflects the custom measure value.

Performing Comparative Analysis

You can perform comparisons easily by duplicating a chart that uses parameters.
Create a copy of the parameter-generated chart and save it to the dashboard.
Now, let's use the car1 and car2 parameters to create filters that you can apply to identical charts and see the differences that occur based on the filter. In the original chart, create a filter defined by the car1 parameter:
For the duplicate chart, create a filter defined by parameter car2.
Now the charts use filters defined with parameters. You can change the parameter values to make comparisons between different carriers.

Example - Tweet Language

This simple example shows maps of tweets for different languages and uses parameters to change languages and make comparisons.

Setup

The Tweet Language example has two charts--Language and Comparison Language--that provide information from the tweets_2007_may database. Both charts have the same configuration, except for the filters applied:
Language
Comparison Language
Configuration summary:
    Source: tweets_2007_may
    Measures:
      Lon: lon
      Lat: lat
    Filter (Language chart):
      lang - Exact match ${Language}
Configuration summary:
    Source: tweets_2007_may
    Measures:
      Lon: lon
      Lat: lat
    Filter (Comparison Language chart)
      lang - Exact match $(Comparison Language)

Parameters

Opening the Parameters pane shows the following parameters used on this dashboard tab:
    Comparison Language - Column value parameter from the column lang with default value es.
    Language - Column value parameter from the column lang with default value en.
You can also see the details for these parameters by opening the Parameters Manager. Here, the Language parameter is selected. The left column shows all of the parameters used on the dashboard.

Changing the Charts with Parameters

Instead of opening the chart to make changes to the language displayed, you can make those changes in parameters. For example, the following dashboard tab shows Language as Portuguese (pt) and Comparison Language as French (fr), with geographical concentrations appearing where you might expect.

Example - Flight Comparison Use Case

Setup

The Comparison Use Case has six charts that provide information from the flights database:
    Average distance for carrier 1
    Average distance for carrier 2
    Number of records by arrival timestamp for carrier 1
    Number of records for arrival timestamp for carrier 2
    Destination longitude and latitude for carrier 1
    Destination longitude and latitude for carrier 2
The following tabs show the configuration details for each chart.
Avg Distance - Carrier 1
Avg Distance - Carrier 2
# Records by Arr_timestamp - Carrier 1
# Records by Arr_timestamp - Carrier 2
Dest_lon, Dest_lat - Carrier 1
Dest_lon, Dest_lat - Carrier 2

Parameters

Opening the Parameters pane shows the following parameters used on this dashboard tab:
    Carrier 1 - Column value parameter from the column carrier_name with default value American Airlines.
    Carrier 2 - Column value parameter from the column carrier_name with default value American Airlines.
    Group by dimension - Column parameter with default value plane_model.
You can also see the details for these parameters by opening the Parameters Manager. Here, the Carrier 1 parameter is selected. The left column shows all of the parameters used on the dashboard.

Changing Charts Using Parameter Values

Parameters allow you to easily change the measures and dimensions on the Comparison Use Case tab.
For example, changing the name of the carrier in the parameter affects all charts on the tab. Here, Carrier 1 is changed to Alaska and Carrier 2 is changed to United. You can see how values have changed across all charts.
Now, let's change the Group by dimension to origin. Note that the only chart that changes is #Records by Arr_timestamp - Carrier 1, because it is the only chart with the custom dimension affected by this column change.
Last modified 17d ago