Supported Oracle BI EE View and Object Types

You can insert the following views into Oracle Smart View for Office clients (Excel, PowerPoint, and Word) from the catalog or by copying and pasting.

• Table Views

  Table views display data is in table format, either in a format similar to the display in Oracle BI EE (also referred to as native format), or as an Excel table.

  Using the Insert option, you can insert table views into all Smart View clients in native format. This format offers no sorting or filtering. Cells with the same data are merged into a single cell.

  In Excel, using the Insert as Excel Table command, you can insert a table views as an Excel table. With this format, you can perform further analysis operations, such as sorting and filtering.

  Notes:

  • In Excel, you can insert multiple tables on a worksheet, but you cannot insert a table on top of an existing table. You can, however, do the following:

    • To replace a table, select any cell within the table and click the Delete button on the Oracle BI EE ribbon. Then insert the table into the worksheet.

    • To insert additional tables onto the worksheet, select a cell outside any table views or other view objects, and then insert the table.

  • Excel may not recognize some custom formats in table views and Excel table views, resulting in an error when the view is inserted into Excel.

• Pivot Table Views

  Pivot table views display data in the grouped format defined in Oracle BI EE, which is also referred to as native format. Features such as page item lists and group sectioning are maintained. Data can also be displayed in Excel pivot table format.

  Using the Insert option, you can insert pivot table views into all Smart View clients in native format. As with inserting a table view, this format offers no sorting or filtering; cells with the same data are merged into a single cell.

  In Excel, using the Insert as Excel Pivot option, you can also insert a pivot table view as an Excel pivot table. With this format, you may perform further analysis operations, such as pivoting, aggregating, drilling, sorting, and filtering.

  Notes:

  • 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.

  • Excel may not recognize some custom formats in Pivot table views, resulting in an error when the view is inserted into Excel.

  • Smart View does not have the “Graph Pivoted Results” functionality of Oracle BI EE. In order to view a graph of the same row, column and page dimensions of a particular pivot table, you must create a separate chart view in Oracle BI EE, and then insert that chart view in Smart View.

• Graph Views

  Graph views display data by mapping the graph defined in Oracle BI EE graph to a graph type supported by Microsoft Office charts.

  Using the Insert as Image option, you can insert graphs directly into Smart View clients as a static image. The image cannot be edited or refreshed.

  Using the Insert option in all Smart View clients, you can edit and refresh graphs. Smart View attempts to match the graph style from Oracle BI EE as closely as possible, including graph properties such as visual effect (2D, 3D), canvas size, chart title, subtitle, axis titles, legend and legend position, axis scale, data format (numeric, date, currency format), and title and label formatting.

  If a matching Office chart type is not available, you can insert the graph view as an image. See Supported Oracle BI EE Chart and Object Types and Unsupported Oracle BI EE Chart and Object Types.

• Gauge Views and Funnel Graph Views

  In Oracle BI EE, gauge views and funnel graph views are separate object types from graph views.

  Using the Insert as Image option, you can insert gauge and funnel views directly into Smart View clients as a static image. You cannot edit or refresh the image.

• Title Views

  Title views display the title of a report, along with other information that is part of the Oracle BI EE.

  Title views are typically composed of title text, subtitle text, the analysis name, the date and time inserted, an optional logo, and an optional URL (for example, a help link). Title views are inserted into Smart View clients as a collection of text boxes and images grouped together as a single Office object.

• Compound Views

  Compound views display data as an assembly of different views.

  You can insert compound views into all Smart View clients. Smart View inserts all supported views that make up the compound view. Each type of view—table, pivot table, graph, gauge, funnel, filter, and title—is inserted into Smart View clients in its own default format.

  In Word, all views are inserted next to and below each other filling pages in the active Word document.

  In Excel or PowerPoint, users are prompted to choose between inserting all the views on one sheet or slide, or inserting each view on a separate sheet or slide.