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Adding Tables to Results

Use the Table view to show results in a standard table. Users can navigate and drill down in the results. You can add a grand total and column totals, specify custom table and column headings, and change the formula or aggregation rule for a column. You can also edit properties for a column to control the appearance and layout of a column and its contents, and specify formatting to apply only if the contents of the column meet certain conditions.

You can also specify paging controls and the number of rows per page, display column and table headings, apply green bar styling, and enable column sorting. If column sorting is selected, the column headers of the columns that can be sorted have a slightly raised visual appearance.

A Table view is always added to the results, as the second view.

The grand total for columns with the aggregation rule Average will differ in the Table and Pivot Table views. In the Table view, the grand total for a column with an Average aggregation rule is calculated from the database (as a sum divided by a count). In the Pivot Table view, the grand total is the average of the rows in the result set.

Grand totals do not take filters on metrics into account when aggregating the results. For example, you have a report with the Account Name column and the Number of Opportunities metric, with a filter on Number of Opportunities that is greater than or equal to 10. The grand total ignores the filter on the metric and instead aggregates all the opportunities.

NOTE: Changes made to the columns in the Table view (for example column format, column order, sort, formulas and so on) can be seen in the Define Criteria page, and changes in the Define Criteria page can be seen in the Table view.

To work with a Table view

  1. In Oracle CRM On Demand Answers, in the Create Layout page, perform one of the following actions:
    • To add a new table view, click the Add View button, and select Table from the views drop-down list.
    • To edit an existing table view, find the table, and then click the Edit View button for the table view.

      The workspace shows the options and settings for the view.

  2. To view the buttons for working with each column individually, select Header Toolbars with Results in the drop-down list to the right of Display.
  3. To specify the sort order for one or more columns that appear in a report, click the Order By button for a column.

    You can order results by more than one column. If you select more than one column, the order is shown on the Order By button. For more information about sorting, see Sorting and Reordering Columns.

  4. To specify totals, perform the following actions:
    • To add a grand total, click the Grand Total button at the top, and make sure the option Report-Based Total is selected. (Click the Grand Total button again to see the menu with this option.)
    • To add totals for an individual column, click the Total By button for that column, and make sure the option Report-Based Total is selected (click the Total By button again for the individual column, to see the menu with this option).

      NOTE: The Total By button is only available for columns that can be totaled by. Typically this is a column that has repeated values that would be summed for a total. Also, if the option Report-Based Total is not selected, the system calculates the total based on the entire result set, before applying any filters to the measures.

  5. To add custom headings or edit the formula for a column, click the Edit Formula button.

    The Edit Column Formula dialog box appears, where you can perform the following actions:

    • To specify custom headings, select the Custom Headings check box and enter new heading text into the appropriate location.
    • To edit the formula for the column, enter it into the Column Formula text box.
    • To change the aggregation rule for the column, make a selection from the Aggregation Rule drop-down list.
    • To combine multiple values or ranges of values from a given column into bins, click the Bins tab. Then add and name the bins.

      All instances of the different values that make up the bin in the result set will be replaced by the bin name. Aggregations are performed accordingly as well.

  6. To edit the properties for a column, or to specify formatting to apply if the contents of the column meet certain conditions, click the Column Properties button.

    The Edit Column Format dialog box appears, where you can make your selections:

  7. When you are done, you can save the report with the Table view.

To specify paging controls and the number of rows per page, display column and table headings, apply green bar styling, and enable column sorting

  1. At the table view, click the Edit Table View Properties button near the top of the workspace.
  2. Make your selections for the various options.

Published 5/4/2012 Copyright © 2005, 2012, Oracle. All rights reserved. Legal Notices.