Catalog pane

Use this pane to add objects from the Oracle BI Presentation Catalog to analyses, dashboards, and so on. The objects available for you to add depend on the task that you are performing. For example, if you are creating:

• A dashboard, you can add objects that are appropriate to add to a dashboard (such as pages, columns, analyses, and prompts) and for which you have appropriate permissions.

• An analysis, you can add filters, calculated items, and groups for which you have appropriate permissions.

This pane is displayed in numerous places, including the tabs of the "Analysis editor", the "Dashboard builder", and the "New Calculated Item dialog".

For more information, see:

• "Specifying the Criteria for Analyses"

• "Adding Content to Dashboards"

Components

List

This box is not available in the Dashboard builder or the New Calculated Item dialog.

Use this box to select which objects to display in the Catalog Tree. The options can vary depending on whether the Catalog pane is displayed but can include the following:

• All —Use this option on the "Analysis editor: Criteria tab" to display all filters (for Criteria tab only), calculated items, and groups. On all other tabs of the Analysis editor, use this option to include all calculated items and groups.

• Filters — Use this option to display only filters.

• Calculated Items — Use this option to display only calculated items.

• Groups — Use this option to display only groups.

Catalog Tree

Displays catalog objects that are appropriate for the task that you are currently performing and for which you have appropriate permissions.

Use this tree to:

• Add a filter, calculated item, and group to an analysis. To do so, select the filter, calculated item, or group and click the Add More Options button.

• Add an object to a dashboard. To do so, drag and drop the object to the "Page Layout area".

• Add a group or calculated item as a selection step. To do so, drag and drop the object to the appropriate column in the "Selection Steps pane".

Toolbar

This toolbar is available only in the Catalog pane displayed in the tabs of the Analysis editor.

The toolbar contains the following buttons:

• Add More Options — Use this button to add a filter, calculated item, or group to the analysis. To do so, first select the object, and then click this button:

  • For a filter, the "Apply Saved Filter dialog" is displayed, where you specify how the filter is to be applied to the analysis.

  • For a group, the following options are displayed:

    • Add — Use this option to add the group to the analysis. You see an "Add: group-name" step in the Selection Steps pane. You see an outline value for the group in a table or pivot table.

    • Add Members — Use this option to add the members of the group to the analysis. You see an "Add: Members of group-name" step in the Selection Steps pane. You do not see an outline value in a table or pivot table; you see the members of the group.

  • For a calculated item, use this button to add the calculated item to the view.

• View — This button is available only when you select a filter. Use this button to view information about the selected object. When you click this button, the appropriate view dialog displays. For example, from the "View Saved Filter dialog", you can view the filter's Catalog path and the syntax of the filter (for example, Region is equal to/is in EASTERN REGION; SOUTHERN REGION).

• Edit — Use this button to edit the selected object.

• Refresh — Use this button to refresh the objects that are displayed in the Catalog Tree. For example, if you cannot locate a specific saved filter, then click the Refresh button to display it in the Catalog Tree.