{"id":34982,"date":"2018-01-04T12:01:49","date_gmt":"2018-01-04T04:01:49","guid":{"rendered":"http:\/\/localhost\/help\/?page_id=34982"},"modified":"2021-10-06T08:56:27","modified_gmt":"2021-10-06T00:56:27","slug":"tips-for-using-explorer","status":"publish","type":"page","link":"https:\/\/oihelp.corporate.ifs.com\/help\/p2-explorer\/explorer-getting-started\/tips-for-using-explorer\/","title":{"rendered":"Tips For Using Explorer"},"content":{"rendered":"\n<h2 class=\"page-subheading\"><span id=\"Tips_for_Using_Explorer\">General Tips<\/span><\/h2>\n<p class=\"intro-text\"><strong>Table of Contents<\/strong><\/p>\n<ul class=\"intro-text\">\n<li>To open an entity's Table of Contents on the Explorer ribbon, as well as its Attributes Panel, click the entity.<\/li>\n<\/ul>\n<p class=\"intro-text\"><strong>Point Detail<\/strong><\/p>\n<ul class=\"intro-text\">\n<li>Options for opening a <strong>tag's\u00a0<\/strong>Point Detail from the Tags Navigator:\n<ul class=\"intro-text\">\n<li>Click the information\u00a0<a href=\"https:\/\/oihelp.corporate.ifs.com\/help\/wp-content\/uploads\/2016\/12\/info-icon445.png\" rel=\"lightbox-0\"><img loading=\"lazy\" decoding=\"async\" class=\"alignnone  wp-image-22835\" src=\"https:\/\/oihelp.corporate.ifs.com\/help\/wp-content\/uploads\/2016\/12\/info-icon445.png\" alt=\"\" width=\"18\" height=\"17\" \/><\/a>\u00a0icon to the right of the tag<\/li>\n<li>Press <strong>Ctrl<\/strong> and click the tag<br \/>\n \u00a0<\/li>\n<\/ul>\n<\/li>\n<li>To open an <strong>attribute value's<\/strong>\u00a0Point Detail from the Hierarchy Navigator, press <strong>Ctrl<\/strong> and click the attribute or attribute value.<\/li>\n<\/ul>\n<p class=\"intro-text\"><strong>Drag and Drop<\/strong><\/p>\n<ul class=\"intro-text\">\n<li>You can drag a tag or attribute value onto a Trend from the Tag or Hierarchy Navigators.<\/li>\n<\/ul>\n<p class=\"left-bar\">Read more:\u00a0<a href=\"https:\/\/oihelp.corporate.ifs.com\/help\/p2-explorer\/explorer-getting-started\/tag-search-and-hierarchy-navigation\/\">Tag Search and Hierarchy Navigation<\/a>,\u00a0<a href=\"https:\/\/oihelp.corporate.ifs.com\/help\/p2-explorer\/explorer-getting-started\/point-detail\/\">Point Detail<\/a><\/p>\n<p>&nbsp;<\/p>\n<h2 class=\"page-subheading\">Drag and Drop<\/h2>\n<p class=\"intro-text\">In Explorer, there are various ways to move data (tags and attribute values) to a page or a trend. For example, you can drag a tag from the Tags Navigator onto an embedded trend on a page (in Display mode), or you can drag it onto a trend. You can drag a data label to an Embedded Trend on the same page.<\/p>\n<p class=\"intro-text\">You can also choose which page or trend to add to, from any open display. Drag the data item, then hover over a page or trend tab to give it focus, before dropping it onto that page or trend.<\/p>\n<p class=\"note\"><strong>Note:<\/strong>\u00a0If you are dragging a data label from a page, the original data label remains on the page.<\/p>\n<h3>From a Data Label<\/h3>\n<p class=\"intro-text\">The example below demonstrates how you can add a label to an <a href=\"https:\/\/oihelp.corporate.ifs.com\/help\/p2-explorer\/using-the-page-controls\/using-an-embedded-trend\/\">Embedded Trend<\/a> on <strong>Page 3<\/strong>, from a data label on <strong>Page 1<\/strong>.<\/p>\n<p class=\"intro-text\">1. Drag a data label to the tab of an open page or trend.<\/p>\n<p><a href=\"https:\/\/oihelp.corporate.ifs.com\/help\/wp-content\/uploads\/2017\/12\/Drag-Data-1.png\" rel=\"lightbox-1\"><img loading=\"lazy\" decoding=\"async\" class=\"wp-image-33701 size-full alignnone\" src=\"https:\/\/oihelp.corporate.ifs.com\/help\/wp-content\/uploads\/2017\/12\/Drag-Data-1.png\" alt=\"\" width=\"702\" height=\"251\" srcset=\"https:\/\/oihelp.corporate.ifs.com\/help\/wp-content\/uploads\/2017\/12\/Drag-Data-1.png 702w, https:\/\/oihelp.corporate.ifs.com\/help\/wp-content\/uploads\/2017\/12\/Drag-Data-1-150x54.png 150w, https:\/\/oihelp.corporate.ifs.com\/help\/wp-content\/uploads\/2017\/12\/Drag-Data-1-24x9.png 24w, https:\/\/oihelp.corporate.ifs.com\/help\/wp-content\/uploads\/2017\/12\/Drag-Data-1-36x13.png 36w, https:\/\/oihelp.corporate.ifs.com\/help\/wp-content\/uploads\/2017\/12\/Drag-Data-1-48x17.png 48w\" sizes=\"auto, (max-width: 702px) 100vw, 702px\" \/><\/a><\/p>\n<p class=\"intro-text\">2. The page\/trend gets focus. In this example, drag over the embedded trend on the page.<\/p>\n<p><a href=\"https:\/\/oihelp.corporate.ifs.com\/help\/wp-content\/uploads\/2017\/12\/Drag-Data-2.png\" rel=\"lightbox-2\"><img loading=\"lazy\" decoding=\"async\" class=\"wp-image-33702 size-full alignnone\" src=\"https:\/\/oihelp.corporate.ifs.com\/help\/wp-content\/uploads\/2017\/12\/Drag-Data-2.png\" alt=\"\" width=\"694\" height=\"345\" srcset=\"https:\/\/oihelp.corporate.ifs.com\/help\/wp-content\/uploads\/2017\/12\/Drag-Data-2.png 694w, https:\/\/oihelp.corporate.ifs.com\/help\/wp-content\/uploads\/2017\/12\/Drag-Data-2-150x75.png 150w, https:\/\/oihelp.corporate.ifs.com\/help\/wp-content\/uploads\/2017\/12\/Drag-Data-2-24x12.png 24w, https:\/\/oihelp.corporate.ifs.com\/help\/wp-content\/uploads\/2017\/12\/Drag-Data-2-36x18.png 36w, https:\/\/oihelp.corporate.ifs.com\/help\/wp-content\/uploads\/2017\/12\/Drag-Data-2-48x24.png 48w\" sizes=\"auto, (max-width: 694px) 100vw, 694px\" \/><\/a><\/p>\n<p class=\"intro-text\">3. Drop the data label onto the embedded trend.<\/p>\n<p><a href=\"https:\/\/oihelp.corporate.ifs.com\/help\/wp-content\/uploads\/2017\/12\/Drag-Data-3.png\" rel=\"lightbox-3\"><img loading=\"lazy\" decoding=\"async\" class=\"wp-image-33703 size-full alignnone\" src=\"https:\/\/oihelp.corporate.ifs.com\/help\/wp-content\/uploads\/2017\/12\/Drag-Data-3.png\" alt=\"\" width=\"702\" height=\"390\" srcset=\"https:\/\/oihelp.corporate.ifs.com\/help\/wp-content\/uploads\/2017\/12\/Drag-Data-3.png 702w, https:\/\/oihelp.corporate.ifs.com\/help\/wp-content\/uploads\/2017\/12\/Drag-Data-3-150x83.png 150w, https:\/\/oihelp.corporate.ifs.com\/help\/wp-content\/uploads\/2017\/12\/Drag-Data-3-24x13.png 24w, https:\/\/oihelp.corporate.ifs.com\/help\/wp-content\/uploads\/2017\/12\/Drag-Data-3-36x20.png 36w, https:\/\/oihelp.corporate.ifs.com\/help\/wp-content\/uploads\/2017\/12\/Drag-Data-3-48x27.png 48w\" sizes=\"auto, (max-width: 702px) 100vw, 702px\" \/><\/a><\/p>\n<p>&nbsp;<\/p>\n<h3>From the Tags Navigator<\/h3>\n<p class=\"intro-text\">The example below demonstrates how you can add a tag to an embedded trend on <strong>Page 3<\/strong>, from the <a href=\"https:\/\/oihelp.corporate.ifs.com\/help\/p2-explorer\/explorer-getting-started\/tag-search-and-hierarchy-navigation\/#Tags_Navigator\">Tags Navigator<\/a>.<\/p>\n<p class=\"intro-text\">1. Drag a tag from the Tags Navigator to the tab of an open page or trend.<\/p>\n<p><a href=\"https:\/\/oihelp.corporate.ifs.com\/help\/wp-content\/uploads\/2017\/12\/Step-1.png\" rel=\"lightbox-4\"><img loading=\"lazy\" decoding=\"async\" class=\"wp-image-34323 size-full alignnone\" src=\"https:\/\/oihelp.corporate.ifs.com\/help\/wp-content\/uploads\/2017\/12\/Step-1.png\" alt=\"\" width=\"1051\" height=\"416\" srcset=\"https:\/\/oihelp.corporate.ifs.com\/help\/wp-content\/uploads\/2017\/12\/Step-1.png 1051w, https:\/\/oihelp.corporate.ifs.com\/help\/wp-content\/uploads\/2017\/12\/Step-1-768x304.png 768w, https:\/\/oihelp.corporate.ifs.com\/help\/wp-content\/uploads\/2017\/12\/Step-1-150x59.png 150w, https:\/\/oihelp.corporate.ifs.com\/help\/wp-content\/uploads\/2017\/12\/Step-1-24x9.png 24w, https:\/\/oihelp.corporate.ifs.com\/help\/wp-content\/uploads\/2017\/12\/Step-1-36x14.png 36w, https:\/\/oihelp.corporate.ifs.com\/help\/wp-content\/uploads\/2017\/12\/Step-1-48x19.png 48w\" sizes=\"auto, (max-width: 1051px) 100vw, 1051px\" \/><\/a><\/p>\n<p class=\"intro-text\">2. The page\/trend gets focus. In this example, drag over the embedded trend on the page.<\/p>\n<p><a href=\"https:\/\/oihelp.corporate.ifs.com\/help\/wp-content\/uploads\/2017\/12\/Step-2.png\" rel=\"lightbox-5\"><img loading=\"lazy\" decoding=\"async\" class=\"wp-image-34322 size-full alignnone\" src=\"https:\/\/oihelp.corporate.ifs.com\/help\/wp-content\/uploads\/2017\/12\/Step-2.png\" alt=\"\" width=\"943\" height=\"466\" srcset=\"https:\/\/oihelp.corporate.ifs.com\/help\/wp-content\/uploads\/2017\/12\/Step-2.png 943w, https:\/\/oihelp.corporate.ifs.com\/help\/wp-content\/uploads\/2017\/12\/Step-2-768x380.png 768w, https:\/\/oihelp.corporate.ifs.com\/help\/wp-content\/uploads\/2017\/12\/Step-2-150x74.png 150w, https:\/\/oihelp.corporate.ifs.com\/help\/wp-content\/uploads\/2017\/12\/Step-2-24x12.png 24w, https:\/\/oihelp.corporate.ifs.com\/help\/wp-content\/uploads\/2017\/12\/Step-2-36x18.png 36w, https:\/\/oihelp.corporate.ifs.com\/help\/wp-content\/uploads\/2017\/12\/Step-2-48x24.png 48w\" sizes=\"auto, (max-width: 943px) 100vw, 943px\" \/><\/a><\/p>\n<p class=\"intro-text\">3. Drop the tag onto the embedded trend.<\/p>\n<p><a href=\"https:\/\/oihelp.corporate.ifs.com\/help\/wp-content\/uploads\/2017\/12\/step-3.png\" rel=\"lightbox-6\"><img loading=\"lazy\" decoding=\"async\" class=\"wp-image-34321 size-full alignnone\" src=\"https:\/\/oihelp.corporate.ifs.com\/help\/wp-content\/uploads\/2017\/12\/step-3.png\" alt=\"\" width=\"1041\" height=\"434\" srcset=\"https:\/\/oihelp.corporate.ifs.com\/help\/wp-content\/uploads\/2017\/12\/step-3.png 1041w, https:\/\/oihelp.corporate.ifs.com\/help\/wp-content\/uploads\/2017\/12\/step-3-768x320.png 768w, https:\/\/oihelp.corporate.ifs.com\/help\/wp-content\/uploads\/2017\/12\/step-3-150x63.png 150w, https:\/\/oihelp.corporate.ifs.com\/help\/wp-content\/uploads\/2017\/12\/step-3-24x10.png 24w, https:\/\/oihelp.corporate.ifs.com\/help\/wp-content\/uploads\/2017\/12\/step-3-36x15.png 36w, https:\/\/oihelp.corporate.ifs.com\/help\/wp-content\/uploads\/2017\/12\/step-3-48x20.png 48w\" sizes=\"auto, (max-width: 1041px) 100vw, 1041px\" \/><\/a><\/p>\n<hr \/>\n<p>&nbsp;<\/p>\n","protected":false},"excerpt":{"rendered":"<p>This article provides general tips on how to use Explorer, in particular how to use drag and drop to move data between pages.<\/p>\n<p class=\"continue-reading-button\"> <a class=\"continue-reading-link\" href=\"https:\/\/oihelp.corporate.ifs.com\/help\/p2-explorer\/explorer-getting-started\/tips-for-using-explorer\/\">Read more<i class=\"crycon-right-dir\"><\/i><\/a><\/p>\n","protected":false},"author":1,"featured_media":4687,"parent":456,"menu_order":61,"comment_status":"closed","ping_status":"closed","template":"","meta":{"footnotes":"","_members_access_role":[],"_members_access_error":""},"categories":[4],"tags":[616],"class_list":["post-34982","page","type-page","status-publish","has-post-thumbnail","hentry","category-explainer","tag-drag-and-drop","Version-4-5-4","Product-ex"],"_links":{"self":[{"href":"https:\/\/oihelp.corporate.ifs.com\/help\/wp-json\/wp\/v2\/pages\/34982","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/oihelp.corporate.ifs.com\/help\/wp-json\/wp\/v2\/pages"}],"about":[{"href":"https:\/\/oihelp.corporate.ifs.com\/help\/wp-json\/wp\/v2\/types\/page"}],"author":[{"embeddable":true,"href":"https:\/\/oihelp.corporate.ifs.com\/help\/wp-json\/wp\/v2\/users\/1"}],"replies":[{"embeddable":true,"href":"https:\/\/oihelp.corporate.ifs.com\/help\/wp-json\/wp\/v2\/comments?post=34982"}],"version-history":[{"count":1,"href":"https:\/\/oihelp.corporate.ifs.com\/help\/wp-json\/wp\/v2\/pages\/34982\/revisions"}],"predecessor-version":[{"id":46027,"href":"https:\/\/oihelp.corporate.ifs.com\/help\/wp-json\/wp\/v2\/pages\/34982\/revisions\/46027"}],"up":[{"embeddable":true,"href":"https:\/\/oihelp.corporate.ifs.com\/help\/wp-json\/wp\/v2\/pages\/456"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/oihelp.corporate.ifs.com\/help\/wp-json\/wp\/v2\/media\/4687"}],"wp:attachment":[{"href":"https:\/\/oihelp.corporate.ifs.com\/help\/wp-json\/wp\/v2\/media?parent=34982"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/oihelp.corporate.ifs.com\/help\/wp-json\/wp\/v2\/categories?post=34982"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/oihelp.corporate.ifs.com\/help\/wp-json\/wp\/v2\/tags?post=34982"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}