Release 12.1
Part Number E13481-03
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| Oracle Enterprise Planning and Budgeting User's Guide Release 12.1 Part Number E13481-03 | Contents | Previous | Next |
This chapter covers the following topics:
Graphs display multi-dimensional data in graphical format.
See the following topics:
The following table lists the primary types of graphs that are available.
Note: For most of the primary graph types, there are additional subtypes that provide further variations of the primary type with which they are associated. In addition, note that certain graph types, such as pie graphs, do not display negative values.
| Graph Type | Description |
|---|---|
| Bar | Bars show values. Useful for showing trends or comparing values. |
| Horizontal Bar | Similar to a bar graph, except that bars are displayed horizontally instead of vertically. |
| Pie | Useful for showing percentage of a total. |
| Line | Lines show values. Useful for showing trends or comparing values. |
| Area | Overlapping areas show values. Useful for showing spikes in data. |
| Combination | Combines bars and lines. |
| Scatter/Bubble (Scatter) | Location of each data point shows two values. |
| Stock | Shows high, low, starting, and closing values for stocks. |
| Circular (Polar) | Circular scatter graph. Useful for showing data that is directional in nature. |
| Pareto | Bars indicate data values, and a percentage line indicates the cumulative percentage of the whole that the bars represent. Useful for identifying sources or causes of defects. |
| ThreeD | Three-dimensional. Useful for showing trends or comparing values. |
You can create new graphs through the Reports subtab on the Documents tab. For more information, see Creating Reports and Folders.
You can open existing graphs through the Reports subtab on the Documents tab. For more information, see Opening Reports and Folders.
If a graph includes hierarchical dimension members, you can view data at various levels by drilling within the hierarchy. For example, if the graph displays a geography that includes lower-level members, you can drill down to expand the display, which allows you to see the component geographies. You can also drill up to collapse an expanded display.
When you move the mouse pointer over a graph, the pointer changes to the shape of a human hand when it is on top of a member name for which drilling is available, as follows:
If there is no upward-pointing arrow to the left of the member name, this indicates that the member represents a total, but the lower-level members that contribute to the total are not currently visible. You can drill down (expand the display) by clicking on the member name, thereby showing the lower-level members.
If there is an upward-pointing arrow to the left of the member name, this indicates that the member represents a total, and the lower-level members that contribute to the total are currently visible. You can drill up (collapse the display) by clicking on the member name, thereby hiding the lower-level members.
Enterprise Planning and Budgeting displays graph data one page at a time. The Page Items section of the graph allow you to display pages other than the one that is currently in view.
In the Page Items section, there is a separate drop-down list for each dimension that is currently in the page position. To display data for a dimension member on a page other than the one that is currently in view, choose the desired member from the drop-down list for that member's dimension and click Go at the right side of the Page Items section.
When you have finished working with a graph document, simply proceed with your next task in Enterprise Planning and Budgeting by navigating to the appropriate page, or exit from Enterprise Planning and Budgeting if you have completed all of your work.
If you have created a new document that you want to keep, or if you want to retain any changes that you have made to an existing document, be sure to save the document before navigating to another page or exiting from Enterprise Planning and Budgeting; otherwise, all of your work in the document will be lost. For more information, see Saving Graphs.
Through the graph toolbar, you can perform various tasks related to arranging and viewing the data displayed in a graph:
The view tool allows you to change the view of the data from a graph to a crosstab, from a crosstab to a graph, or from one type of graph to another. To display the view tool, click View on the graph toolbar.
To change the view from a graph to a crosstab, select the Crosstab option and click Go in the view tool.
To change the view from a crosstab to a graph or from one type of graph to another, select the Graph option, choose the type and subtype for the graph from the drop-down lists, and click Go in the view tool.
The Graph Options page allows you to specify various title- and display-related options for a graph. To display the Graph Options page, click View on the graph toolbar to display the view tool, then click More in the view tool.
You can specify the title, subtitle, footnote, X-axis title, and Y-axis title for a graph using the Title, Subtitle, Footnote, X-Axis Title, and Y-Axis Title fields. You can also specify whether to display the titles in these fields through the associated checkboxes (for example, to display the title in the graph, select the Show Title checkbox).
In addition, you can automatically insert the names of the page-position dimensions and dimension members into the title, subtitle, footnote, X-axis title, and Y-axis title fields, as follows:
In the For box, choose the field into which you want to insert the names.
In the Insert box, do one of the following:
Choose Dimension if you want to insert the names of the page-position dimensions.
Choose Member if you want to insert the names of the page-position dimension members.
Choose DimensionMember if you want to insert the names of the page-position dimensions and dimension members.
The General section of the page allows you to specify whether to display some or all of the following, depending on the type of graph:
The legend (the key that identifies the members in the series position)
Data labels (numeric displays of values)
Horizontal gridlines (lines that subdivide the graph horizontally)
Vertical gridlines (lines that subdivide the graph vertically)
You can specify the size of the graph. You can select one of the sizes that are available in the Size box, or you can select Custom in the Size box and use the Width and Height boxes to specify the desired size.
You can specify the colors used to display the members in the series position.
The Color boxes show the color for each of the members in the series position. To specify a different color, do one of the following:
To specify a different color for a particular member, click the Color Picker icon for that member. Enterprise Planning and Budgeting displays a color picker, from which you can select the desired color.
To specify a different color for all members, click the Color Picker icon for All Series. Enterprise Planning and Budgeting displays a color picker, from which you can select the desired color.
You can specify whether to skip labels displayed along the X-axis of the graph, as follows:
Select the Never skip labels option if you want to display a label for every member along the X-axis, even if there is not sufficient room to clearly display each label.
Select the Skip labels if necessary option if you want to skip X-axis labels as necessary to ensure that labels are clearly displayed.
By default, Enterprise Planning and Budgeting automatically selects the minimum and maximum for the range of values shown in the Y-axis of the graph, as well as the amount for the increments in this scale, based on the data that the graph represents. You can specify a different value for the minimum, maximum, or increment amount by deselecting the corresponding Set Automatically checkbox and specifying the value that you want to use.
Enterprise Planning and Budgeting can display Y-axis values using either a linear scale or a logarithmic scale. If you want to use a logarithmic scale for Y-axis values, select the Logarithmic Scale checkbox and select the desired base in the Base box.
The layout tool allows you to change the layout of a graph by moving the graph's dimensions or edges to different positions relative to one another. To display the layout tool, click Layout on the graph toolbar.
You can make layout changes from either the layout tool itself or from the Graph Layout page, which is accessible through the layout tool, and which provides additional layout-related options.
You can specify the layout using the Operation, Source, and Target boxes in the layout tool, as follows:
In the Operation box, select Move if you want to move a dimension to another position, or select Swap if you want to exchange the positions of two dimensions or two edges.
In the Source box, select the dimension that you want to move (for a move operation) or a dimension or edge that you want to exchange with another dimension or edge (for a swap operation).
In the Target box, select the position to which you want to move the dimension (for a move operation) or the dimension or edge that you want to swap with the dimension or edge specified in the Source box (for a swap operation).
Click Go in the layout tool to update the layout of the graph.
You can specify the layout using the Graph Layout page. To display the Graph Layout page, click More in the layout tool.
The Graph Layout page provides two sets of controls for specifying the layout:
Another instance of the layout tool, which provides the same set of controls as the layout tool described above, as well as an option that allows you to hide a dimension. To hide a dimension, select Move in the Operation box, select the dimension in the Source box, and select To Hidden in the Target box.
Note: Although hidden dimensions do not appear in a graph, they do affect the data that is displayed.
Layout icons that allow you to move, hide, or unhide dimensions by clicking on the icons. When you position the pointer over a layout icon, Enterprise Planning and Budgeting displays a tool tip that indicates what will happen if you click the icon.
You can use either set of layout controls to specify the layout.
The Graph Layout page also contains the following components:
The Show Page Items box. Select this box to display page items in the graph. Deselect this box if you do not want to display page items.
Options that allow you to specify either short or long labels for group labels, series labels, and page item labels.
When you have specified the desired layout changes, click Apply to close the Graph Layout page and apply the changes to the graph.
The sort tool allows you to sort the members of a particular dimension so that they appear in a specified order. To display the sort tool, click Sort on the graph toolbar.
To sort the members for a dimension, follow these steps:
In the Sort box, select the dimension whose members you wish to sort.
In the Based on box, do one of the following:
Select Name if you want to sort members alphabetically by name.
Select Hierarchy if you want to sort members based on hierarchy (child values grouped by parent values).
Select Date/Time if you want to sort Time dimension members based on time sequence. This type of sort is available only if you specified the Time dimension in the Sort box.
Select the name of a View dimension member to be used as the basis for the sort operation if you want to sort members based on data values. This type of sort is possible only if the dimension specified in the Sort box is in the group position or the series position.
In the Order box, do one of the following:
If you selected Name in the Based on box, select A to Z or Z to A, depending on whether you want to sort the members in forward or reverse alphabetical order.
If you selected Hierarchy in the Based on box, select Ascending or Descending, depending on whether you want to sort the members in ascending or descending order in the hierarchy.
If you selected Date/Time in the Based on box, select Latest to Earliest or Earliest to Latest, depending on whether the desired order.
If you selected a View dimension member in the Based on box, select Ascending or Descending, depending on whether you want to sort the members in ascending or descending order of value.
Click Go in the sort tool to sort the members for the specified dimension.
The saved selections tool allows you to apply previously-saved data selections to a graph. To display the saved selections tool, click Saved Selections on the graph toolbar.
For a given dimension, you can perform any of the following actions through the use of the saved selections tool:
Replace the current dimension members with the members in the saved selection.
Add the dimension members in the saved selection.
Keep only the dimension members in the saved selection, removing all other members for the dimension.
Remove the dimension members in the saved selection.
To apply a saved selection to a graph, follow these steps:
In the Dimension box, select the dimension for which you want to apply the saved selection.
In the Action box, select Replace with, Add, Keep or Remove, depending on the action that you want to perform.
In the Saved Selection box, select the name of the saved selection that you want to use to replace, add, keep, or remove dimension members.
Click Go in the saved selections tool to apply the saved selection to the graph.
For more information, see Using Saved Selections.
To edit an existing graph, begin by clicking Edit in the graph that you want to edit. Enterprise Planning and Budgeting then displays the Refine Selections tab on the Edit Component page. If you wish, you can make different selections on the Refine Selections tab, or you can access any of the other tabs to perform other editing tasks.
For more information, see the following topics:
If you want to make any changes in the list of basic member selections, click Start With to display the Start With tab on the Edit Component page.
The controls on the Start With tab of the Edit Component page are the same as those on the Start With page. For more information, see Using the Start With Page.
If you want to change the graph from its present type to a different type, click Graph Types to display the Graph Types tab on the Edit Component page, then select the desired type of graph on the Graph Types tab.
Note: For most types of graphs, you can display additional subtypes of graphs from which to choose by expanding the list of graph types on the Graph Types tab. To expand the list for a particular graph type, click on the plus (+) symbol immediately to the left of the graph type.
For more information, see Types of graphs.
If you want to change the layout of the graph, choose Layout to display the Layout tab on the Edit Component page.
The controls on the Layout tab of the Edit Component page are the same as those on the Graph Layout page. For more information, see Changing the layout.
If you want to specify any further refinements to your selections, click Refine Selections to display the Refine Selections tab on the Edit Component page.
The controls on the Refine Selections tab of the Edit Component page are the same as those on the Refine Selections page. For more information, see Using the Refine Selections Page.
If you want to make any title- or display-related changes to the graph, click Options to display the Options tab on the Edit Component page.
The controls on the Options tab of the Edit Component page are the same as those on the Graph Options page. For more information, see Specifying graph title and display settings.
After you have made all desired editing changes to the graph, click Apply on the Edit Component page to display the revised graph.
You can set or change various document properties by clicking Properties to display the Properties page. The Properties page provides the following:
Fields in which you can enter a document title, a text description of the document, a document footnote, and search keywords that may be helpful in locating the document in the future. There are also check boxes that allow you to specify whether to show the description and the document footnote in the document.
A field that displays the location of the document.
Fields that display the date the document was created, the user who created the document, the date of the last update, and the user who last updated the document. There are also check boxes that allow you to specify whether to display each of these fields of information in the document.
A Display Options section, which allows you to specify whether to display the toolbar.
After you have made any changes to the settings on the Properties page, click Apply to apply the settings and return to the document.
To print a graph document, follow these steps:
Click Print to display the Print Options page.
In the Page Items section, specify the members of the dimensions in the page position that you want to include in the printout, as follows:
If you want to print only the page dimension members currently displayed in the document, select Current selections for dimensions (where dimensions is the name or names of any dimensions in the page position).
If you want to print all combinations of all of the members of the dimensions in the page position, select All n combinations of dimensions (where n is the number of dimensions in the page position and dimensions is the name or names of those dimensions).
If you want to print combinations of only some of the members of the dimensions in the page position, select All combinations of selected members for dimensions (where dimensions is the name or names of any dimensions in the page position), and select the desired member or members for each dimension in the appropriate dimension box.
In the Paper section, select the desired paper size in the Paper Size box and choose either Portrait or Landscape for Orientation.
Click Apply.
Enterprise Planning and Budgeting displays a version of the graph document that has been formatted for printing, which you can print using the print function in your Web browser.
After you have finished printing, click the back button in your Web browser to return to the Print Options page, then click Cancel to close the Print Options page and return to your graph.
To preserve the work that you have done when creating a new graph document or editing an existing graph document, you can save the document to preserve the current dimension member selections, formatting, and layout.
By clicking Save , you can save any changes that you have made to an existing document.
To save a new document, or to save an existing document under a different document name, follow these steps:
Click Save As to display the Save As page. Note that if you click Save for a document that has not previously been saved, Enterprise Planning and Budgeting displays the Save As page.
In the Name box, enter the desired title for the document.
Optionally, you can do either or both of the following:
You can provide a text description for the document. Use the Description box to enter a text description.
You can enter any search keywords that may be helpful in locating the document in the future. Use the Keywords box to enter search keywords.
In the Save in box, enter the name of the folder where you want to store the document, then click Save. If you prefer, you can click Folder, which allows you to select an existing folder or to create a new folder in which to save the document.
You can export data from an open graph document in the following formats:
CSV (comma delimited) (*.csv) — Values are exported in a Comma Separated Values file format.
Text (tab delimited) (*.txt) — Values are exported in text (.txt) file format in which values are delimited by tabs.
Oracle XML Publisher (*.xml) — Values are exported in an XML format that can be used as a template design aid with Oracle XML Publisher.
Oracle Reports XML (*.xml) — Values are exported in Oracle Reports XML PDS (Pluggable Data Source) format, for use with Oracle Reports.
To export data from an open graph document in .csv, txt, or HTML format, follow these steps:
From the drop-down list in the Export box, select the type of export that you want to perform and click Go.
Enterprise Planning and Budgeting displays the Export Options screen.
In the Content Options area, specify the scope of the export file. Choose one of the following:
Current selections for page items — Exports the dimension members on the current page.
All n combinations of page items (where n is the number of dimensions in the page position) — Exports all combinations of dimension members in the page position.
Specified combinations of page items — Exports a user-specified combination of dimension members in the page position. Choose one or more members for each dimension. Use the Ctrl key or the Shift key to select multiple members.
Ensure that the File Format box specifies the desired file format. If you want to, you can select a different export format at this point.
Click Export.
Depending on the type of export that you chose, your browser settings, and the configuration of your system, the sequence of events at this point in the export procedure may vary. In general, you can do at least one of the following at this point:
Save the file containing the exported data to disk.
View the exported data. The application in which you view the exported data depends upon the type of export that you have selected.
Note: If the File Download dialog box appears during the process of exporting data in HTML format, do not choose Save. Enterprise Planning and Budgeting does not support saving HTML files directly from the browser; the file must be opened in Excel and then saved.
You can export data from an open document to an .xml file for use with either Oracle XML Publisher or Oracle Reports.
Oracle XML Publisher — Output from this format can be used by a template designer to develop an Oracle XML Publisher template. Oracle XML Publisher templates are used to generate professionally formatted documents that are distributed and stored within Enterprise Planning and Budgeting. For more information, see Defining a Publish Document Task. Also refer to My Oracle Support for information about developing XML Publisher templates for use with Enterprise Planning and Budgeting.
Oracle Reports — Output from this format can be used by a report developer to produce customized documents for publication as briefing books using Oracle Reports. For more information, see the section "Using Exported XML Data with Oracle Reports" and Oracle Reports documentation.
Follow these steps to export data from a graph document in .xml format:
From the drop-down list in the Export box, select Oracle Reports XML (*xml).
Click Go to the right of the Export box.
Using the File Download and Save As dialog boxes, save the output file to the desired location. You can save the file under the default name, which is derived from the name of the Enterprise Planning and Budgeting document, or you can supply a different name.
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