Zoomdata Version

Creating a Keyset

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

Creating a Keyset from a Chart Result Set

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

To create a keyset from a chart result set:

  1. Create a chart and filter it as desired. For example, you might filter a raw data chart showing all airports nationwide for airports in Virginia. The result set would include only Virginia airports and might look like this, with the airport list grouped by airport code:

  2. Click on the upper right corner of the chart and select Create Keyset from the chart drop-down menu. The Save Keyset dialog appears. In the sample below, a list of Virginia airports is shown in the Preview because the Airport field is selected in the Select a Field as Key box.

  3. Enter a name for the keyset in the Name box. Because the keyset will be shared by all users of the Zoomdata 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. In our example (from the chart in Step 1), the key for the keyset would be the Airport Code field.

  6. Click Save to save the keyset. In the example used in this procedure, the keyset contains a list of Virginia airport codes.

Creating a Keyset from a Data Point

You can create a keyset from a data point in a chart 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 chart. For example, you create a bar chart showing all airports nationwide grouped by state. The result set might look like this:

  2. Click on a data point in the chart. For example, you might click on the bar representing Virginia. The radial menu appears:

  3. Select Keyset on the radial menu. The Save Keyset dialog appears. In the sample below, a list of Virginia airports is shown in the Preview because the Airport field is selected in the Select a Field as Key box.

  4. Enter a name for the keyset in the Name box. Because the keyset will be shared by all users of the Zoomdata 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 chart was grouped. In our example (from the chart in Step 1), the key for the keyset would be the Airport Code field.

  7. Click Save to save the keyset. In the example used in this procedure, the keyset contains a list of Virginia airport codes.

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