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Right Hand Panel

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Slide Tabโ€‹

The Slide Tab allows you to change the way in which your data is visualized

The options that appear here will vary depending on the type of slide, and slide visualization, you have selected

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For details of the options see the relevant slide pages

Search Tabโ€‹

The Search Tab allows you to search for data in your dataset by:

  1. Selecting the Dataset Type from the dropdown
    note

    This option is only used if searching in a Linked dataset otherwise will be non-selectable

  2. Enter search string. See Search Operators for more detail on available options
    tip

    Searches are not case sensitive however any multi word property keys should be typed without spaces e.g. Last Name: Harris should be entered as lastname: harris and while single word search strings may be typed directly into search box e.g. finance multi word search strings should be entered with quotation marks e.g. "project delivery" otherwise the space in the search string will cause no results to be returned

  3. Select property to search in
  4. Select to only search for results in currently applied Filters or Paging
  5. Choose to group results by a selected property using the drop-down
  6. Click Search button or CTRL + Enter to perform the search query

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To view a video on using the Search feature click the thumbnail to open the video in a new browser tab

Search

Right-clicking on any of the nodes in the search results panel will open the focus and selection menu

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See:

for more details on these functions

Open search tabโ€‹

The search tab may be opened by either selecting the tab on the Right hand panel or using the keyboard shortcut CTRL+F

Highlight found nodesโ€‹

When working on tree and worksheet slides, nodes found in search results will be highlighted on the canvas

When multiple matches are found you can select individual nodes in the results pane to zoom the canvas to show the node

If a node is not initially shown on the canvas due to the number of levels currently displayed, then selecting the node will automatically expand the tree to display the node

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The highlighting of found nodes is limited to searches within a maximum of 500 nodes. Best practice is to use filters to first reduce the number of nodes being searched where possible

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If your search returns nodes that are filtered or paged out of the current view they will appear in the search results with the information icon

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Search Operatorsโ€‹

It is possible to use search operators to make the search more specific by searching across multiple properties at once

OperatorDescription
ANDA logical operator which joins together two statements that must both be true for a Node to be returned by the search (e.g.Role:Finance AND Location: USA)
ORA logical operator which joins together two statements that can either be true for a Node to be returned by the search (e.g. Role:Finance OR Jobfamily: Finance)
NOTA logical operator which tests if something is not true (e.g. NOT department: HR)
()Brackets can be used to group search clauses together
:search in a particular property (e.g.'name: john')
..Range, the result can be between two numerical values (e.g. 'age: 18..30')
^Begins with, search for a string that begins with a specific character (e.g. )
\wMatches any alphanumeric character. Including the underline
\SMatches any non-whitespace character
|OR search operator (e.g. Role:Finance|Accounting)
\bWord boundaries used when searching for specific words to prevent partial matches within other words

Example searchesโ€‹

To find Nodes where the fullname of the Node begins with "James", and age is between 40 and 50, and they are in the Location UK

This would be written as: fullname: ^James AND age: 40..50 AND Location: UK

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To find nodes where the Last Name of the node is "James" but not "Jameson" use word boundaries to define the search This would be written as: lastname: James\b

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To find nodes that have the Position Tile of "Analyst" or "Consultant" located in UK

This would be written as: PositionTitle: Analyst|Consultant AND Location: UK

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The operators \w or \S may be used in searches as wildcard characters

\w searches for any alphanumeric character however this will not return characters with diacritics \S will search for any non whitespace character

e.g.

  1. lastname: T\wylor matches "Taylor"
  2. lastname: T\Sylor matches "Taylor" & "Tรกylor"

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