Select Dimensions

Use the Dimensions lists to select the dimensions by which you want to break down metric values in the Ad Hoc Data Discovery table.

When you select a dimension, Capture Analytics adds a column for it before the first metric column.

User-Defined Field Dimensions

If Capture Analytics is configured to include opportunity user-defined fields (UDEFs), all of the UDEFs are available for use as dimensions in data discovery, except for Date, Currency, and Number UDEFs.

Select Dimensions

To select a single dimension...

  1. Scroll the list to locate the dimension, or right-click the list and select Search to search for it.

  2. Click the dimension.

To select multiple dimensions...

  1. Scroll the list to locate the first dimension, or right-click the list and select Search to search for it.

  2. Click the first dimension, and then press CTRL as you click each of the other dimensions.

You can also click each dimension without pressing the CTRL key. If you use this method, it is recommended that you pause after each selection to let the table update before you select the next dimension.

To deselect dimensions...

To deselect dimensions, click one or multiple selected dimensions, as described above.

To deselect all selected dimensions and measures, click Basics_ClearToolbar.png on the main toolbar.