Inserting Tables and Pivot Tables

The maximum number of rows and columns that you can insert depends on the version of Excel you are using. See Microsoft Excel documentation for worksheet size limits.

To insert a table or pivot table:

  1. Place the cursor at the point in the Excel worksheet, PowerPoint slide, or Word page where you want the table or pivot table to begin.
  2. In the Oracle Business Intelligence Enterprise Edition Presentation Catalog, right-click a table or pivot table.
  3. Select one of the following:

    • Insert—The selected table view or pivot table view is inserted in the format defined in Oracle Business Intelligence Answers. See Figure 19-3 and Figure 19-4,

      If prompts are defined for the table or pivot table in BI Answers, the Prompt Selector dialog box is displayed where you make selections on the data to display (otherwise, the table or pivot table is inserted directly). After the initial insert, you may edit the prompts by clicking the Edit Prompts icon in the Oracle BI EE ribbon. See Working with Prompts for more information.

      If page prompts are defined for the table or pivot table (view prompts in BI Answers), you may edit them by clicking the Edit Page Prompts icon in the Oracle BI EE ribbon. See Working with Page Prompts.

      Notes:

      Figure 19-3 Table View Inserted as Table with Formatting from BI Answers


      Data displayed as a formatted table.

      Figure 19-4 Pivot Table Inserted as a Pivot Table with Formatting from BI Answers


      Table inserted as a pivot table.

      In Oracle Smart View for Office clients, the table is displayed in the form a grid.

    • Insert as Excel Table (table views only)—The selected table view is inserted as an Excel table. Columns in the page prompt edge and section edge, if present, are moved to the top of the table as drop-down headings. Select this option when you want to use Excel operations to filter, define formulas, sort, and perform other Excel tasks.

      When a table view is inserted as an Excel table, prompts that are defined in BI Answers are not available.

      The selected table is inserted on the worksheet. See Figure 19-5.

      Figure 19-5 Portion of a Table View Inserted as an Excel Table


      Table inserted as a list with drop-down headings where you can filter results.

    • Insert as Excel Pivot (pivot table views only)—The selected pivot table view is inserted as an Excel pivot table. Columns in the page edge and section edge, if present, are mapped to the report filters area, and columns in the measures edge are moved to the values area. Select this option when you want to perform further analysis, such as aggregating, pivoting, drilling, sorting, and filtering.

      The selected table or pivot table is inserted on the worksheet. See Figure 19-6.

      Notes:

      • When a pivot table view is inserted as an Excel Pivot table, prompts that are defined in BI Answers are not available.

      • When working with Excel pivot table views, only views with measure columns of numerical data type are supported.

      • There can be only one Excel pivot table view per Excel worksheet. Additionally, Excel pivot table views are always inserted onto a new worksheet. This is the expected behavior, whether you are working with a single data source connection or with multiple connections.

      Figure 19-6 Pivot Table Inserted as an Excel Pivot Table


      Table inserted as an Excel pivot table

You can edit tables and pivot tables as described in Editing Views Created in BI Answers.