Results tab: Data View editor

Use this editor of the "Analysis editor: Results tab" to edit one of the following data views:

• Funnel

• Gauge

• Graph

• Map

• Pivot table

• Table

• Trellis

• Performance Tile

For more information, see:

• "Editing Gauge Views"

• "Editing Graph Views"

• "Editing Map Views"

• "Editing Performance Tile Views"

• "Editing Table and Pivot Table Views"

• "Editing Trellis Views"

• "Editing Views"

This editor is displayed as:

Results tab: Funnel editor
Results tab: Gauge editor
Results tab: Graph editor
Results tab: Map editor
Results tab: Performance Tile editor
Results tab: Pivot Table editor
Results tab: Table editor
Results tab: Trellis editor

Components

Subject Areas

Use the "Subject Areas pane" to select the columns for an analysis and to work with subject areas.

Analysis Results

Displays the analysis results in a graph, funnel graph, gauge, map, trellis, performance tile, pivot table, or table, depending on the type of view.

Layout

This pane is not available for maps.

Use the "Layout pane" to specify the layout of the data for the view. Performance tiles have a unique Layout pane. See "Drop Target Guidelines for Performance Tiles" for additional information.

Catalog

Use the "Catalog pane" to drag and drop named groups and named calculated items from the Oracle BI Presentation Catalog to the view. The Catalog pane is not available for performance tiles in edit mode on the Results tab. For more information on named groups and named calculated items, see "What are Inline or Named Objects?"

Selection Steps

This pane is available only in the Graph, Map, Pivot Table, Table, and Trellis editors.

Use the "Selection Steps pane" to create and modify steps for data selections. Selection steps are not visible until you click the plus button (+) to expand the Selection Steps pane.

Settings

This pane is available only in the Funnel and Gauge editors.

Use the "Settings pane" to set the thresholds for a funnel graph or gauge.

Toolbar

The toolbar contains buttons that are common to all views and buttons that depend on the type of data view. For more information on the buttons common to all views, see "Toolbar Buttons Common to All Views". For more information on specific data view buttons, see "Data View Editor Toolbar".

Done

Use this button to save your edits and return to the compound layout view.

Revert

Use this button to restore the settings in effect prior to your edits.

Right-Click Menu

Displays interactions that allow you to work with views. This option is available when you right-click a column heading or member in a table, pivot table, or trellis. See "Right-Click Menu for Data Views" for additional information.

Paging Buttons

These buttons are available only when editing or working with tables, pivot tables, and trellises.

When a table, pivot table, or trellis includes a large number of rows, a set of buttons can be displayed under the view. You can use the following buttons to page through the rows in the view:

• First x Rows — Displays the first x rows of data for the view. The number that is used for the First, Previous, and Next buttons is specified by the Rows per Page field in the "Table Properties dialog: Style tab", "Pivot Table Properties dialog" or the "Trellis Properties dialog: General tab".

• Previous x Rows — Displays the previous x rows of data for the view.

• Next x Rows — Displays the next x rows of data for the view.

• Display maximum (500) rows per page — Enables you to display as many as the maximum number of rows per page at one time temporarily. The default is 500. The administrator can specify a different maximum value that is displayed on the tooltip for the button using the MaxVisibleRows element in the configuration file.

Components Specific to Map

Map View Area

Use this area to interact with the components of the map such as the zoom controls, legend, and overview map.

BI Data Layers

Use this area to work with the applicable formats for the BI layers of the map. Not all formats are available for all layer types. For example, point layers cannot have Color Fill formats. The map cannot display multiple non-point formats at a time (at a single zoom level) but can display multiple point formats simultaneously, if they do not share the same latitude and longitude location. If multiple graph formats are specified at the same geographic layer, then they render on top of each other.

You can do the following:

• Click View then View All Formats to specify that all defined formats are listed in this area, or click View Visible Formats to specify that only those formats that are currently displayed on the map are listed in this area.

• Click New, select a format type, then select a layer to display the appropriate dialog for defining that format. You can select an existing layer, or you can choose to create a custom point layer, which enables you to apply formats to points on the map based on the latitude and longitude.

  When you add a format, it is displayed at the top of the list of formats, to ensure that you see it on the map.

• Select Automatically create formats when drilling to specify whether to automatically create formats when you drill in a map. The formats that are added are listed in the Map Formats pane. For example, suppose you drill from Districts to Cities. Additional formats are added for the Cities layer.

  You can also specify this option in the "Map Properties dialog: Interaction tab". The option is updated in both places when you make a change in either place.

• Hover over a layer name in the list to display the following buttons for modifying the layer:

  • Add New Map Formats — Displays a list of formats so that you can select the appropriate format to display the appropriate dialog for defining that format. The list contains only those formats that apply for the geometry of that layer. For example, bar graphs and pie graphs do not apply to point layers. After selecting a format, select the column to which it applies.

    If you add a format but do not see it on the map, then ensure that the map is showing the appropriate zoom level.

  • Delete — Removes the layer and all its formats from display on the map.

• Hover over a format name under a layer name in the list to display the following buttons for modifying the format:

  • Up or Down — Reorders the format in the lists of formats. The order is important, because formats higher in the list overlay those formats that are lower in the list.

  • Edit — Displays the dialog for modifying the format.

  • Delete — Deletes the format.

• Click the box beside a format name to make the format visible or invisible on the map.

• Re-order formats within a geographic layer (such as State).

• Work with thresholds whether section sliders are displayed or not. If the slider is not displayed, then you can display a map format dialog to manipulate the threshold values.

If no layers are specified in the map formats area, then click New Map Format. The map prompts you to import the geo-encoded columns for displaying a format for a particular geo-layer, if the columns are not part of the analysis.

When you specify to create a map view, you likely see at least one layer available in the Map Formats area. If no layer is available, then the New Map Format link is displayed.

Limits exist for how much data can be displayed for formats on a map view. As you work with formats, you might exceed the data limit. If you do so, then you see a message that alerts you to the data limit and the fact that not all formatting can be displayed, so you can contact the administrator. The administrator controls the limit with the MaxRecords configuration element. For information on setting this element, see "Manually Configuring for Map Views" in Oracle Fusion Middleware System Administrator's Guide for Oracle Business Intelligence Enterprise Edition.

Feature Layer

Use this area to add non-BI layers to the map. These layers have not been associated with BI data so are not interactive. Click New, then select the layer that you want to add to the map.

Components Specific to Performance Tiles

Styles pane

Use the Styles pane to select a predefined tile size option button or to select a new theme for your tile.

For more information, see:

• "Editing Performance Tile Views"

• "Styles pane"

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Right-Click Menu for Data Views

When editing or working with tables, pivot tables, and trellises, you can right-click to display a menu of interactions that are applicable to the view.

The interactions that are available when you right-click in a table, pivot table, or trellis depend on:

• The type of data view.

• The selected data. When you right-click a:

  • Column heading, the available right-click interactions are related to that column, for example, Exclude column, Show Subtotal, or Add Custom Calculated Item.

  • Member, the available right-click interactions are related to that member, for example, Expand and Create Group. Interactions that are related to the column that contains the member are also available.

• Whether you are working in design mode (for example, in the Analysis editor), in a dashboard, or in runtime mode.

  Note that a content designer can specify which right-click interactions are available for an analysis at runtime. For more information, see "Right-Click Interactions in Views".

The right-click menu can include the following interactions (listed in alphabetic order):

• Add Custom Calculated Item — Available only in design mode. Displays the "New Calculated Item dialog", where you create a calculated item using a custom formula. It also automatically creates a selection step that contains the custom calculated item.

• Add Members — Available only in design mode. Displays the "New Member Step dialog", where you select members to add.

• Add Related — Available only for hierarchical columns. Creates a selection step that adds members to the selection based on a selected type of relationship.

  You can select a family relationship (such as Parents or Children), a specific hierarchy level (for level-based hierarchies only), or the selected member and a family relationship (such as Parents or Children). For more information on the family relationship, see "Notes".

• Collapse — Available only for hierarchical columns. Collapses the selected value.

• Collapse all items for this column — Available only for hierarchical columns. Collapses all the values in the column up to the top level.

• Collapse all items in view — Available only for a view that includes at least one hierarchical column. Collapses all the values in all the hierarchical columns in the view up to the top level.

• Column Name or Column Options —Displays a submenu of right-click interactions (such as Drill or Exclude column) for a column.

• Create Calculated Item — Creates a new calculated item based on the selected members and calculated items, and displays the "New Calculated Item dialog", where you specify the label and the function for the new calculated item, and whether to remove the calculated members from the view. It also automatically creates a selection step that contains the calculated item. See "Creating Groups and Calculated Items" for additional information.

• Create Group — Creates a new group based on the selected members and groups, and displays the "New Group dialog", where you specify the label for the new group. It also automatically creates a selection step that contains the group. See "Creating Groups and Calculated Items" for additional information.

  Be sure to select what you want to include in the group first before selecting this option because you cannot add more members or other groups from the New Group dialog.

• Drill — Drills down to more detailed information. When you drill in:

  • An attribute column, you add the lower level to the view. All views are affected by drilling in an attribute column, which is equivalent to a filter drill. After you click the value, a column is added to the analysis and a filter is automatically created and listed in the Criteria tab

  • A hierarchical column, you expand and collapse the nodes of data that are in the view. Drilling in a hierarchical column affects only that particular view. No other views are affected.

• Edit Calculated Item —Displays the "Edit Calculated Item dialog", where you make changes to the calculated item.

• Edit Group — Displays the "Edit Group dialog", where you make changes to the group.

• Exclude column — Moves the column to the Excluded drop target. For information, see "Columns in the Excluded Drop Target". Excluding a column excludes it from the query.

• Exclude Custom Member — Displays a list of custom members (either calculated items or groups) that you want to exclude from your view. These custom members must have already been created for a column and were neither previously included in or excluded from the view.

• Expand — Available for hierarchical columns only. Displays the next level down in the hierarchy. For information, see "Drilling in Results".

• Hide Column — Hides the column in the view. Hiding a column does not remove the column from the "Analysis editor: Criteria tab" and does not affect the query results.

• Include column — Displays a list of the columns that have been excluded from the view (that is, columns that are in the Excluded drop target). Select a column to include it in the view. Including a column includes it in the query.

• Include Custom Member — Displays a list of custom members (either calculated items or groups) that you want to include in your view. These custom members must have already been created for a column and were neither previously included in or excluded from the view.

• Keep Only — Creates a selection step that keeps only the selected members and removes all others.

• Keep Only Related — Creates a selection step that keeps only certain members based on a selected type of relationship and removes all others.

  You can select a family relationship (such as Parents or Children), a specific hierarchy level (for level-based hierarchies only), or the selected member and a family relationship (such as Parents or Children). For more information on the family relationship, see "Notes".

• Move Column — Displays a menu of the following options:

  • Before Current Column — Moves the column to the left of its current location.

  • After Current Column — Moves the column to the right of its current location.

  • To Drop Target Name — Moves the column to the named drop target.

• Remove — Creates a selection step that removes the selected members from the view.

• Remove All Steps — Available only in design mode. Removes all the steps (whether they were added in the "Selection Steps pane" or from the right-click menu) for the selected column.

• Remove Calculated Item — Removes the selected calculated item and the selection step that contains the calculated item. (If the calculated item is a named calculated item, Remove Calculated Item does not remove it from the catalog.) See "Editing Groups and Calculated Items" for additional information.

• Remove Group — Removes the selected group and the selection step that contains the group. (If the group is a named group, Remove Group does not remove it from the catalog.) See "Editing Groups and Calculated Items" for additional information.

• Remove Related — Creates a selection step that removes members in the selection based on a selected type of relationship.

  You can select a family relationship (such as Parents or Children), a specific hierarchy level (for level-based hierarchies only), or the selected member and a family relationship (such as Parents or Children). For more information on the family relationship, see "Notes".

• Send master-detail event — Available only in accessibility mode and only when the primary interaction for the column value is set to Send Master-Detail Events in the "Column Properties dialog: Interaction tab". Sends a master-detail event, which passes information to update the data in a detail view. For more information on master-detail relationships, see "What Is Master-Detail Linking of Views?"

• Show Column level Grand Total — Displays the following options for showing column-level grand totals:

  • None — Select this option to omit column-level grand totals.

  • After Values — Select this option to show column-level grand totals after a group of values that can be totaled in relation to a higher-level column or level of a hierarchy.

  • Before Values — Select this option to show column-level grand totals before a group of values that can be totaled in relation to a higher-level column or level of a hierarchy.

• Show Row level Grand total — Displays the following options for showing row-level grand totals:

  • None — Select this option to omit row-level grand totals.

  • After Values — Select this option to show row-level grand totals after a group of values that can be totaled in relation to a higher-level column or level of a hierarchy.

  • Before Values — Select this option to show row-level grand totals before a group of values that can be totaled in relation to a higher-level column or level of a hierarchy.

• Show Running Sum — Available in pivot tables only. Displays numeric measures as running sums, where each consecutive cell for the measure displays the total of all previous cells for that measure.

  When you select this option a check mark is displayed to the left of the option. To hide running sums, right-click and select Show Running Sum again to deselect it.

  For more information on displaying running sums, see "Displaying Running Sums and Relative Values for Measure Columns in Pivot Tables".

• Show Subtotal — Available only for attribute columns, depending on the column placement within the view (for example, inner-most attribute columns cannot have subtotals). Displays the following options for the location of subtotals in a column:

  • None — Select this option to omit subtotals.

  • After Values — Select this option to add subtotals after a group of values that can be totaled in relation to a higher level column or level of a hierarchy.

  • Before Values — Available only for pivot tables. Select this option to add subtotals before a group of values that can be totaled in relation to a higher level column or level of a hierarchy.

  • At the Beginning — Available only for pivot tables. Select this option to add subtotals of all values in the column at the beginning of the column.

  • At the End — Available only for pivot tables. Select this option to add subtotals of all values in the column at the end of the column.

• Sort or Sort Column — Displays the "Sorting Options Menu", where you select options for sorting values. For more information on sorting data, see "Sorting Data in Views".

• View Calculated Item Definition — Displays the "View Calculated Item: Item dialog", where you view the definition of the selected calculated item.

• View Group Definition — Displays the "View Group: Group dialog", where you view the definition of the selected group.

For more information on selections steps, see "Working with Selections of Data". For more information on groups and calculated items, see "Working with Groups and Calculated Items".

Notes

• For the Add Related, Keep Only Related, and Remove Related interactions, you can select one of the following family relationship options:

  • Including selected and — Selects the selected member and all the members of the family relationship (such as Children) that you specify.

    For example, selecting Keep Only Related, Including selected and, then Children of 2011 returns: 2011, 2011 Q1, 2011 Q2, 2011 Q3, and 2011 Q4.

  • Descendants — Selects all members that are descended from the selected member.

  • Siblings — This option is not available for columns in a skip-level hierarchy. Selects all members that are on the same level and have the same parent as the selected member.

  • Parents — Selects the parent of the selected member.

  • Children — Selects all the children of the selected member.

  • Ancestors — Selects all members from which the selected member is descended.

  • Leaves — Selects all members that are descended from the selected member and that have no lower levels.

  • Members At Hierarchy Levels — Displays the Select Levels dialog, where you specify one or more hierarchy levels from which members are to be selected.

• To select multiple values in a view and apply a right-click interaction, press the Control key, right-click the values, then select the right-click interaction.

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Toolbar Buttons Common to All Views

The following toolbar buttons are common to all views:

• Print This Analysis — Use this button to print the analysis as HTML or PDF. For more information on printing, see "Printing Views".

• Export This Analysis — Use this button to select an option for exporting the analysis. For information, see "Export Menu Options for Views and Results".

• Show how results will look on a Dashboard — Use this button to preview how the edited view is displayed on a dashboard.

• Duplicate View — Use this button to create a copy of the view that you are editing.

• Rename View — Use this button to display the "Rename View dialog", where you specify a new name for the view.

• Refresh the results of the current analysis — Use this button to refresh the data that is displayed in the view.

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Data View Editor Toolbar

The toolbar on a data view editor contains some buttons that are common to all data views and other buttons and boxes that are particular to specific views. See the following sections:

• "Toolbar Buttons Common to All Views"

• "Toolbar Buttons Common to All Data Views"

• "Toolbar Buttons Specific to Graph and Funnel Graph Views"

• "Toolbar Buttons and Boxes Specific to Gauge Views"

• "Toolbar Buttons and Box Specific to Map Views"

• "Toolbar Buttons and Box Specific to Pivot Table, Table, and Trellis Views"

Toolbar Buttons Common to All Data Views

The following toolbar buttons are common to all data views:

• New Group — Use this button to display the "New Group dialog", where you add a new group.

• New Calculated Item — Use this button to display the "New Calculated Item dialog", where you add a new calculated item.

• Data View Properties or Edit Data View Properties — Use this button to display the properties dialog for the view.

• Display Results — Use this button to specify whether to show the view's results in the editor.

• Show/Hide Layout Pane — Use this button to specify whether to show the "Layout pane" for all data views except for map.

• Show/Hide Selection Steps Pane — Use this button to specify whether to show the "Selection Steps pane". This pane is not available for performance tile views.

Toolbar Buttons Specific to Graph and Funnel Graph Views

The toolbar contains the following buttons and boxes that are specific to a graph view:

• Type — Use this button to select the subtype of graph. Options depend on the type of graph.

• Style — Use this button to select the style for the graph. Options depend on the type of graph.

• Effect — Use this button to select either a 2D effect or a 3D effect for the graph.

• Format Styles — Use this button to select a specific format for waterfall graphs. See "What Types of Waterfall Graph Formats Are Available?" for additional information.

Toolbar Buttons and Boxes Specific to Gauge Views

The toolbar contains the following buttons and boxes that are specific to a gauge view:

• Show/Hide Settings Pane — Use this button to specify whether to show the "Settings pane".

• Gauge Type — (Not available for funnel graphs.) Use this button to select the type of gauge. Options are: Dial, Horizontal Bar, Vertical Bar, and Bulb.

• Effect — (Not available for all gauge types.) Use this box to select either a 2D effect or a 3D effect for the gauge.

• Size — Use this box to specify the size of the gauge — Fit to Canvas, Small, Medium, Large or Custom.

  If you select Custom, then you must complete the Width and Height fields, where you specify the width and height in pixels.

Toolbar Buttons and Box Specific to Map Views

The toolbar contains the following buttons and box that are specific to a map view:

• Background Map — Use this box to select the background map for the map view.

• Pan — Click this button and click and drag to move the map either side to side or up and down so that you see a certain portion of it. When you can pan, the cursor is in the shape of a hand and you can move the map in various directions.

• Zoom In and Zoom Out — Click these buttons to zoom in and out of the map. When you can zoom in or out, the insertion point is in the shape of a magnifying glass with a plus or minus button over the glass.

• Legend — Use this button to display or hide the legend for the map.

• Auto Correct — Use this button to have the Map View compiler attempt to automatically correct a map error.

See "Working with Map Views on Dashboard Pages" for more information.

Toolbar Buttons and Box Specific to Pivot Table, Table, and Trellis Views

The toolbar contains the following buttons and box that are specific to a pivot table, table, or trellis view:

• Import formatting from another analysis — Use this button to display the "Open dialog", where you select an analysis from which to import formatting for columns and views. For more information, see "Using a Saved Analysis to Modify the Cosmetic Appearance of Other Analyses".

• Graph Pivoted Results — Available only for pivot tables. Click this button to display the results of the pivot table in a graph view, which is displayed alongside the pivot table. The two views are fully linked, which means that changes made to one view are automatically reflected in the other.

  The following items are added to the toolbar:

  • Position — Use this box to select the location of the graph relative to the pivot table that you created. Options are: Right, Below, Above, Left, Graph Only.

  • Edit Graph Properties — Use this button to display the "Graph Properties dialog".

  • Available Graph Types — Use this option to select the type of graph. Options include: Bar, Line, Area, Pie, Line-Bar, Time Series Line, Pareto, and Radar.

  • Type — (Not available for all graph types.) Use this box to select the subtype of graph. Options depend on the type of graph.

  • Style — (Not available for all graph types.) Use this box to select the style for the graph. Options depend on the type of graph.

  • Effect — (Not available for all graph types.) Use this box to select either a 2D effect or a 3D effect for the graph.

  For information on available graph subtypes and styles, see Table 3-2.

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Export Menu Options for Views and Results

You can use the following options to export the results of an analysis or a view. When you export the results of an analysis, any tables, pivot tables, trellises, or graphs that are displayed with the analysis are included.

For more information, see "Exporting Results".

• PDF — Displays the File Download dialog, where you can open or save the results or view as a PDF file.

• Excel — Displays the Excel 2003 and Excel 2007+ options, each of which displays the File Download dialog, where you can open or save the results or view as a spreadsheet (for example, XLS or XLSX) file.

• Powerpoint — Displays the Powerpoint 2003 and Powerpoint 2007+ options, each of which displays the File Download dialog, where you can open or save the results, or view as a Powerpoint presentation (for example, PPT or PPTX) file.

• Web Archive (.mht) — Displays the File Download dialog where you can open or save the results or view as an MHT file. This enables you to export the underlying data for an existing analysis or view as a web page (MHTML) file.

• Data — Displays these options for exporting the raw data from the results or view:

  • CSV Format — Displays the File Download dialog, where you can open or save all the columns in the results or view as a CSV file. This export results in a comma-delimited list of values in a file that you can open in an application such as Excel.

    
    

    Note: Expanded members of hierarchical columns are not exported to the CSV file. For example, in a view that includes the Time Hierarchy, if Total Time is expanded to show Year, only Total Time is exported and not Year. To include expanded members in a CSV file, use selection steps instead to show the data in the view.

    
    

  • Tab delimited Format — Displays the File Download dialog, where you can open or save all the columns in the results or view as a CSV file. This export results in a tab-separated list of values in a file that you can open in an application such as Excel.

  • XML Format — Displays the File Download dialog, where you can open or save the results or view as an XML file. This file uses the Microsoft MD Data Set standard for representing data in XML format.

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Sorting Options Menu

The options that are available on the Sorting Options menu depend on the type of data view and the location in which you right-clicked and can include the following options:

• Sort Ascending — Sorts the values in the column by ascending order, as a first-level sort. For example, string values sort alphabetically A through Z, numbers sort lowest to highest, and dates sort earliest to latest. In the Selected Columns pane, when you select this option as the first sort, a Sort button is displayed to the left of the column name in the Selected Columns pane. If you later add another sort, then the Sort button includes the number 1.

• Sort Descending — Sorts the values in the column by descending order, as a first-level sort. In the Selected Columns pane, when you select this option as the first sort, a Sort button is displayed to the left of the column name in the Selected Columns pane. If you later add another sort, then the Sort button includes the number 1.

• Add Ascending Sort — Specifies that an ascending sort for this column is added as another sort for the analysis. In the Selected Columns pane, when you select this option, a Sort button with a number such as 2 or 3 is displayed to the left of the column name in the Selected Columns pane.

• Add Descending Sort — Specifies that a descending sort for this column is added as another sort for the analysis. In the Selected Columns pane, when you select this option, a Sort button with a number such as 2 or 3 is displayed to the left of the column name in the Selected Columns pane.

• Clear Sort — Removes the sort specification for the specified column. This option works differently in the Selected Columns pane than in other places. If you make sort specifications in both the Selected Columns pane and in the view itself, then you return to the Selected Columns pane and click Clear Sort, only the sort that you specified in the Selected Columns pane is removed. A sort that you specified in the view remains.

• Clear All Sorts in All Columns or Clear All Sorts in View — Removes all sort specifications that you have made. The Clear All Sorts in All Columns option works differently in the Selected Columns pane than in other places. If you make sort specifications in both the Selected Columns pane and in the view itself, then you return to the Selected Columns pane and click Clear All Sorts in All Columns, only the sorts that you specified in the Selected Columns pane are removed. Sorts that you specified in the view remain.

In a pivot table that has more than one measure in a column (or a row), when you right-click and select one of the sorting options (such as Sort Ascending) to sort a row (or a column), options that allow you to select which measure to use in the sort are displayed.

For more information on sorting, see "Sorting Data in Views".