| Oracle® Business Activity Monitoring Active Studio User's Guide 10g (10.1.3.1.0) Part Number B28990-01 |
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View PDF |
| Oracle® Business Activity Monitoring Active Studio User's Guide 10g (10.1.3.1.0) Part Number B28990-01 |
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View PDF |
This chapter provides detailed information about using each of the views in Active Studio.
This chapter contains the following topics:
This section provides information about the Streaming List, Updating List, Ordered Updating List, Collapsed List, and Action List. It contains the following topics:
The following list describes the types of list views available in Active Studio.
The Streaming List displays rows of data that display new rows at the top of the list when active data arrives.
The Updating List displays rows of data that update in place when active data is received. New records are inserted at the top of the list.
The Updating Ordered List displays updated records inserted into a sorted list. The top records are highlighted in up to four colors. You must apply a sort to view the color highlighting.
The Collapsed List displays rows of data that is grouped by a field and lets you display a summary field.
The Action List is modeled on the Updating Ordered List and includes row selection checkboxes or radio buttons so that you can perform an action on selected rows of data.
This procedure describes the shared steps for creating List views in a report. For individual differences, see the sections.
To create List views:
In a report that you are creating or editing, click the frame of the view to display the selection handles.
If you are creating a report, select the view in the template.
If you are editing an existing view, you might need to click Change view type.
If you need a new view to define, insert a new view.
A group of view type icons displays.
Select one of the List views.
The View Editor opens.
Select a data object. The data object is the source of data for the view.
Click Next.
Select the fields to include in the view.
In most views you can click select none to clear all of the checkboxes. The link switches to select all so that you can select all fields again.
If the data object contains 10 or fewer fields, the fields are automatically selected in the Data Fields list. If it has more than 10, you must manually select fields.
When creating a Collapsed List you must select a field to summarize and choose a summarize function from the list on the right. The list will be grouped by the summarized field. See "Adding Summaries to a Collapsed List" for more information.
Select each field and use the arrow keys to arrange the fields in the order you want to present them (left to right) in the list.
Click Next.
The wizard displays a list of additional options.
You can select one of the options to add data modifiers or formatting properties.
Click Change View Properties or Formatting Properties to continue formatting the view.
Click Finish, Apply, or OK to display the view.
Although they have differences when displayed, list views have formatting characteristics in common.
In addition to the general properties common to all views (see "Formatting General Properties") The properties in Table 3-1 are also available.
Table 3-1 General Properties for List Views
| Property | Description |
|---|---|
|
Show When List Empty |
When there is no data to display in a list the text entered in the field is shown |
|
Hide Headings |
Hides the column headers in the list |
|
Click here to edit the window features used when clicking on a link in the List |
Properties of the new browser window opened when a link in a list is clicked |
|
Selected Fields |
Determines which columns that are displayed in the list. |
Data in the Updating Ordered List, Collapsed List, and Action List views can be sorted by any field. Streaming List and Updating List data cannot be sorted because active data is added to the top of the list.
To sort a List view:
Click Data in the View Editor. To open the View Editor, double-click the view you are editing, or click Edit view in the View Tasks/Options list.
Click the Sort tab.
Click a field in the Report Fields list. You can click more than one field to move multiple fields at the same time.
Click the Right arrow to move the field to the Sorted Fields list.
Click Sort Order next to the field name.
The data order and the Sort Order button change to descending.
To define the priority of multiple sorted fields:
Click a field in the Sorted Fields list.
Click the Up arrow to move the field higher in the list, and click the Down arrow to move the field lower in the list.
You can add summaries to a Collapsed List view. You apply a summary function, such as Sum, Average, Min, Max, or Count to a value field. You can also apply the Count function to non-numeric fields.
To add summaries:
Click the Data button in the View Editor. To open the View Editor, double-click the view you are editing, or click Edit view in the View Tasks/Options list.
Click the Fields tab.
Select a value field and select a summary function checkbox.
Click Apply or OK to update the view.
This section details the procedures for using an Action List view. It contains the following topics:
By default the Action List displays a column of checkboxes on the left side so that you can select rows of data. You can display a column of radio buttons making it possible to select only one row of data.
To display a column of radio buttons:
Select the Action List view and click Edit view in the View Tasks/Options list.
The View Editor opens.
Click Properties and select the Actions tab.
Select Single select (radio buttons).
Click Apply or OK.
The column of checkboxes is changed to radio buttons.
You can edit data in any column in an Action List.
To make columns editable:
Select the Action List view and click Edit view in the View Tasks/Options list.
The View Editor opens.
Click Properties and select the Editable Fields tab.
Select the fields to be made editable in the Selected Fields list.
Click Apply or OK.
The columns selected become editable and a Submit button appears in the bottom left corner of the view.
When editing fields you must click the Submit button in order to commit the changes to the data object.
In order to do something with the selected data in an Action List you need to create Action Buttons. Action Buttons can appear in any report, but a lot of the actions you can define for Action Buttons only apply to the Action List view. See Chapter 8 for more information about creating Action Buttons.
This section provides information about the Chart views. It contains the following topics:
The Bar Chart shows vertical columns to represent summarized values. Available in 2D and 3D.
The Line Chart shows a graphed line of values or compared values. Available in 2D and 3D.
The Area Chart view shows a graphed line of values with the area filled in for visual comparison. Available in 2D and 3D.
The Combo Chart shows a combination of values as bars, lines, and area charts in the same view. Available in 2D and 3D.
The Pie Chart displays values in segments of a circle. Available in 2D and 3D.
The Stacked Bar Chart provides a bar chart with sets of values as stacked columns instead of side by side. Available in 2D and 3D.
The Statistical Process Control Charts (R Chart, S Chart, and P Chart) are attribute control charts showing the fraction or percent of nonconforming data out of a given population. Attribute control charts are useful when items are compared with some standard and then are classified as to whether they meet the standard or not.
The Funnel Chart view offers a compelling way to display data that adds up to a 100% total—for example, you can present sales data in a funnel chart for easier sales pipeline analysis.
Chart view types include bar, line, area, combo, pie, statistical, funnel, and stacked bar charts. Most charts are available in 2D and 3D styles. Although they have differences when displayed, they have formatting characteristics in common. This procedure describes the shared steps. For individual differences, see.
To create chart views:
In a report that you are creating or editing, click the frame of the view to display the selection handles.
If you are creating a report, select the view in the template.
If you are editing an existing view, you can click Change view type.
If you need a new view to define, insert a new view.
A group of view type icons displays.
Select one of the following charts:
Bar Chart
Line Chart
Area Chart
Combo Chart
Pie Chart
Stacked Bar Chart
R Chart
S Chart
P Chart
Funnel Chart
3D Bar Chart
3D Line Chart
3D Area Chart
3D Combo Chart
3D Pie Chart
3D Stacked Bar Chart
The View Editor displays.
Select a data object. The data object is the source of data for the report.
Click Next.
Select one or more fields to group data by. If the numeric fields needed to group by are in the Chart Values list, select Include Value Fields to display in the Group By list. When you group by week, quarter, or year, week is based on a Sunday through Saturday week, and year is based on a January through December year with Q1 starting January 1.
If you choose to group by a field of type datetime, some additional configuration is required. See "Configuring Time Groups".
See "Creating Statistical Process Control Charts" for information about selecting fields for the S Chart, P Chart, and R Chart.
Click one or more Chart Values to chart.
For each Chart Values field selected, select a summary function in the Summary Functions list.
Click Next.
The list of additional options displays.
You can select one of the options to add filters, calculations, or additional data objects.
For more information about creating charts with more than one data object see "Creating Charts With Multiple Data Objects".
Click Change View Properties or Formatting Properties to continue formatting the view. Formatting options include General, Axis, Data Labels, Shading, Text & Align, Value Format, Themes, Font, Active Data, Patterns, and Target.
Click Finish, Apply, or OK to display the view.
Although they have differences when displayed, chart views have formatting characteristics in common.
In addition to the general properties common to all views (see "Formatting General Properties") The properties in Table 3-2 are also available.
Table 3-2 General Properties for Chart Views
| Property | Description |
|---|---|
|
Show When Chart Empty |
When there is no data to display in a chart the text entered in the field is shown. |
|
Chart Title |
Displays a chart title in addition to the View title. You can enter a custom chart title or choose a field from the list. |
|
Vertical Axis Label |
Displays a label along the vertical axis of the chart (available for all charts except Pie Charts and Funnel Chart). You can enter a custom label or choose a field from the list. Select On Side or At End from the second list to determine the orientation of the label. |
|
Horizontal Axis Label |
Displays a label along the horizontal axis of the chart (available for all charts except Pie Charts and Funnel Chart). You can enter a custom label or choose a field from the list. Select On Bottom or At End from the second list to determine the orientation of the label. |
|
Display Legend |
Displays a legend of the colors and patterns used in the chart |
|
Include Aggregate Function In Series |
(available in all charts except Funnel Chart) |
|
Allow Diagonal Group Labels |
When space is limited, allows group labels to be displayed diagonally (available for all charts except Pie Charts and Funnel Chart) |
|
Show Group Labels |
Displays group labels (available for all charts except Pie Charts and Funnel Chart) |
|
Suppress Empty Groups |
When no data is available for a particular group, no pie slice is displayed (available in Pie Charts only) |
|
Explode All Slices |
Displays pie slices in exploded view when the view is opened (available in Pie Charts only) |
When viewing a Pie Chart, you can double-click a segment of the pie to separate it from the others. Click it again to move it back into place. You can also right-click and select Explode to move a segment away from the pie. Then right-click and select Unite to return it to its place.
The Statistical Process Control (SPC) charts demonstrate how consistently your process is performing, and whether you should, or should not, attempt to adjust it. Whether you track revenues, billing errors, or the dimensions of manufactured components, the SPC charts can help you measure, understand and control the variables that affect your business processes.
The S Chart and R Chart are designed to be used primarily with variable data, which are usually measurements such as the length of an object, the time it takes to complete a process, or the number of objects produced in each period. Upper and lower limits are used to determine whether the process is in control.
R Charts are used when you can collect measurements in groups (subgroups) of between two and ten observations. Each subgroup represents a snapshot of the process at a given point in time. The charts' x-axes are time based, so that the charts show a history of the process. For this reason, you must have data that is time-ordered; that is, entered in the sequence from which it was generated. For subgroup sizes greater than ten, use S Charts.
P Charts are used for results of pass/fail tests, such as percent of work orders completed within budgeted cost. In this case, a work order is either completed within budget or not (pass/fail). P Charts have the advantage of taking into account the sample size (the number of work orders completed) and accounting for the high level of random fluctuations when the sample size is small (very few work orders completed).
The SPC charts are created a bit differently from the other charts described in this section. The following sections explains how the data object should be organized and how to select fields for the charts.
The data object you design for the SPC charts will have two columns. One column indicates which sample group each measurement belongs to, in our example this is a group number but it could also be a time stamp. The second column contains the measurements. Figure 3-1 is an example of how the SPC data object might look.
When you are creating the S Chart, R Chart, and P Chart, the field selection is different from that of other charts.
There are two selections you must make. Select the field in the Index group that contains the data on which sample group the measurements belong to. Also select the field in the SPC Chart Measures group that contains the measurements.
In the P Chart, you also create a pass filter in the Etc. field. The pass filter determines which measurements are acceptable cases (passes). Enter an expression that will determine the pass criteria for the filter. In the example shown in Figure 3-2 the filter passes those measurements in the measurement field that are greater than 2.
You can create a chart where the grouping (x axis) is based on a datetime field.
This feature is available in the Bar Chart, Line Chart, Area Chart, Combo Chart, Pie Chart, and Stacked Bar Chart views (2D and 3D).
To configure time groups:
In a report that you are creating or editing, select a field of type datetime in the Group By list in the Fields tab. The Time Groups options appear on the right side of the tab as shown in Figure 3-3.
Select the Continuous time series checkbox to display groups for time intervals where no data is available.
There may be time gaps where the data did not have entries. The Continuous time series feature adds groups to the result whose values are zero, so that when the results are shown on the graph, the x axis represents a smooth time series.
Continuous time series only works if you have chosen a single datetime field to group by. Continuous time series does not work if any additional groupings are selected.
Select either Use time series or Use time groups.
Use time series displays the data from the first datetime point available to the last in a sequence.
Use time groups displays data grouped into a set of time intervals. For example, if you select Month from the time unit list, all data from January from all years where data is available will be grouped in one data point on the chart.
Select a time unit from the list.
If you selected Use time groups, the groups are described in the following list.
Year displays groups for all of the years where data is available.
Quarter displays four groups representing the quarters of a year (January-March, April-June, July-September, and October-December).
Month displays twelve groups representing the months of the year.
Week displays 52 groups representing the weeks in a year.
Day of Year displays groups representing the 365 possible days in a year.
Day of Month displays 31 groups representing the possible days of a month.
Day of Week displays seven groups representing the days of the week.
Hour displays 24 groups representing the hours of a day.
Minute displays 60 groups representing the minutes in an hour.
Second displays 60 groups representing the seconds in a minute.
Enter a quantity of the time unit to group by. For example, entering a 2 next to the Month time unit will display the groups in two month increments (January and February will be grouped as one data point on the chart).
Click Apply or OK.
You can use more than one data object in all of the Chart views. This section contains the following topics:
To add a second data object to a Chart view do one of the following:
While creating the view, select Add a Data Object in the More Options, or Finish screen of the wizard.
Select Manage Data Objects from the View Tasks/Options list. In the Manage Data Objects dialog click Add and select a data object to add to the chart.
When a chart contains more than one data object the Edit view option does not appear in the View Tasks/Options list.
To edit a Chart view containing multiple data objects:
Select Manage Data Objects from the View Tasks/Options list.
The Manage Data Objects dialog opens.
Select a data object and click Edit.
The View Editor opens.
To remove a data object from a Chart view:
Select Manage Data Objects from the View Tasks/Options list.
The Manage Data Objects dialog opens.
Select a data object and click Remove.
Close the dialog.
This section contains the following topics:
The Columnar view is a text report view that includes grouping, summaries, headers, footers, and text formatting. Columnar views can be tiled views in a single page or continuous Columnar reports.
Notes:
The Columnar view only supports active updates.
If you create a columnar report with an image in the header, and upgrade to a new version of Oracle Business Activity Monitoring without backing up and restoring the images into the new Oracle Business Activity Monitoring directory, the columnar report displays a red X where the image was inserted. If the image is replaced in the directory, then the columnar report displays the image instead of the red X symbol.
You can apply a summary function to a Columnar view, such as Sum, Average, Min, Max, or Count to a value field. You can also apply the Count function to non-numeric fields.
To add summaries:
Open the View Editor. Double-click the view you are editing, or click Edit view in the View Tasks/Options list.
Click the Data button in the View Editor.
Select the Summary tab.
Select a value field in the Report Fields column and select a summary function checkbox in the Summary Functions column.
Click Apply or OK to update the view.
In addition to the general properties common to all views (see "Formatting General Properties") the properties in Table 3-3 are also available.
Table 3-3 General Properties for the Columnar View
| Property | Description |
|---|---|
|
Selected Fields |
Indicates columns that are displayed in the list |
|
Report Title |
Displays a report title in addition to the View title |
|
Design Borders |
Displays the outlines surrounding the header, footer, and detail areas in the columnar view when creating and formatting. Design borders are not displayed when you view the report. |
This section provides information about the Key Market Indicator (KPI) views. It contains the following topics:
The following KPI views are available in Active Studio.
The Arrow and Market Arrow are positive or negative number key performance indicators.
The Range Gauge indicates the current value in the context of a range designed for the values.
The Dial Gauge indicates the current value in a numeric marked gauge.
KPI view types include arrows and gauges. Although they have differences when displayed, they have formatting characteristics in common. This procedure describes the shared steps.
To create KPI views:
In a report that you are creating or editing, select the frame of the view to display the selection handles.
If you are creating a report, select the view in the template.
If you are editing an existing view, you might need to click Change view type.
If you need a new view to define, insert a new view.
A group of view type icons displays.
Select one of the KPI views:
Arrow
Market Arrow
Dial Gauge
Range Gauge
The View Editor opens.
Select a data object. The data object is the source of data for the report. Since KPIs display only one value at a time, KPIs require one of the following:
a timestamp field and a numeric field in the data object
a one row updating data object
a filter reducing the output data to a single field
Click Next.
Select a field from each list where you want to display data. You are not required to choose a field for every dropdown list. The field shown in the middle of the arrow or gauge is the indicator field. You must specify a value for this field.
Note:
The Arrow indicator field requires data that represents the change in information. For example, a number moving from 100 to 80 does not display a down arrow. Instead, a field with -20 should be used for the indicator field to display a down arrow.Click Next.
The list of additional options opens.
You can click one of the links to add filters or calculations.
Click Change View Properties or Formatting Properties to continue formatting the view. Formatting options include General, Gauge Styles, Shading, Text & Align, Value Format, and Font.
Click Finish, Apply, or OK to display the view.
In addition to the general properties common to all views (see "Formatting General Properties") the properties in Table 3-4 are also available.
Table 3-4 General Properties for KPI Views
| Property | Description |
|---|---|
|
Background Color |
Displays a background color outside the arrow or gauge in the view. Click the current color swatch and select a new color from the palette, or enter the hexadecimal number of the color in the field. |
|
Display needle movement without transition |
Transitions are not used to indicate movement of the Gauge needle. The needle will jump from one position to another. (Gauge views only) |
|
Gauge Background Color |
Displays a background color inside the gauge (Gauge views only). Click the current color swatch and select a new color from the palette, or enter the hexadecimal number of the color in the field. |
|
Range Gauge Orientation |
Indicates whether to display the range colors from green to red, or red to green when reading the gauge left to right. The order you choose should relate to the meaning represented by large numbers in the view. Select whether to display the range colors with green on the left and red on the right or red on the left and green on the right.(Range Gauge only). |
|
Value display ranges |
Indicates the ranges for Low, Medium, and High on the gauge (Gauge views only). Range Gauge value display ranges: Low: Enter the minimum value to display in the gauge. This can be a nonzero value. If the value being measured is lower than this minimum, the gauge arrow will be yellow instead of black. Transition between Low and Medium: Enter a value at which the needle leaves the Low range and enters the Medium range of values. Transition between Medium and High: Enter a value at which the needle leaves the Medium range and enters the High range of values. High: Enter the maximum value to display in the gauge. If the value being measured is higher than this maximum, the gauge arrow will be yellow instead of black. Dial Gauge value display ranges: Minimum Value: Enter the minimum value to display on the gauge. This can be a nonzero value. If the value being measured is lower than this minimum, the gauge arrow will be yellow instead of black. Maximum Value: Enter the maximum value to display in the gauge. If the value being measured is higher than this maximum, the gauge arrow will be yellow instead of black. Increment: Enter an increment amount to display as lines in the dial. The Maximum Value must be divisible by the number entered here. Auto Increment: Automatically calculates the increments. |
This section explains the use of the Crosstab, Summary Crosstab, and Matrix views. It contains the following topics:
The Crosstab is a spreadsheet format that combines rows and columns to display a multi-dimensional view of values. A Crosstab is summarized vertically and horizontally for columns and rows.
The Summary Crosstab is a spreadsheet format that combines rows and columns to display a multi-dimensional view of values. A Summary Crosstab is summarized horizontally in rows.
The Matrix is a spreadsheet format that combines rows and columns to display a multi-dimensional view of values. A Matrix is an exploded view of all the data available.
A Crosstab is a spreadsheet format that combines rows and columns to display a multi-dimensional view of values. A Crosstab is summarized vertically and horizontally for a column or row that is added. Summary functions that you can add to Crosstabs include sum, average, count, minimum (min) or maximum (max). The Crosstab view displays best in reports containing a single view.
To create crosstab views:
In a report that you are creating or editing, click the frame of the view to display the selection handles.
If you are creating a report, select the view in the template.
If you are editing an existing view, you might need to click Change view type.
If you need a new view to define, insert a new view.
A group of view type icons displays.
Select a Crosstab view type.
Crosstab
Summary Crosstab
Matrix
The View Editor displays.
Select a data object. The data object is the source of data for the report.
Click Next.
Select at least one field in the Rows list, Columns list, and Values list. You can move a field from one list to another by dragging it from one list to another list.
The Summary Crosstab view has no Columns list since all of the data is summarized in rows.
Click Next.
The list of additional options displays.
You can select one of the links to add filters or calculations.
Click Change View Properties or Formatting Properties to continue formatting the view. Formatting options include General, Shading, Text & Align, Font, Value Format, Cond Format, Themes, Active Data, and Driving.
Click Finish, Apply, or OK to display the view.
You can configure summaries in the Crosstab and Summary Crosstab views. You apply a summary function, such as Sum, Average, Min, Max, or Count to a value field. You can also apply the Count function to non-numeric fields.
To configure summaries:
Click the Data button in the View Editor. To open the View Editor, double-click the view you are editing, or click Edit view in the View Tasks/Options list.
Click the Summary tab.
Select a value field in the Values column and click a Summary Function checkbox. Although there are checkboxes, only one summary function can be selected.
Click Apply or OK to update the view.
In addition to the general properties common to all views (see "Formatting General Properties") the properties in Table 3-5 are also available.
Table 3-5 General Properties for Crosstab Views
| Property | Description |
|---|---|
|
Show column totals |
Displays the totals of the values in the columns |
|
Show column labels |
Displays the labels for each column |
|
Show column headings |
Displays the headings for each column |
|
Show row headings |
Displays the row headings |
|
Show value headings |
Displays the value headings |
This section contains the following topics:
A Crosstab is a spreadsheet format that combines rows and columns to display a multi-dimensional view of values. A Crosstab is summarized vertically and horizontally for columns and rows. You can filter, drill down, roll up, and pivot using the headers in a Crosstab.
Note:
Printing, saving offline, and emailing are not fully implemented for Crosstab views.You can filter column and row headings in a Crosstab.
To filter values in a column or row heading:
In the Crosstab view, click the down arrow next to the heading label.
A list of values for the heading displays with checkboxes next to each value.
Deselect the checkboxes of values to hide from the display.
You can change the aggregate function applied to the Crosstab.
To change the aggregate function applied to the values:
In the Crosstab view, click the current aggregate function in the upper left corner, such as Sales (avg).
A list of functions for the heading displays.
Select the new aggregate function to apply.
The values update and display.
You can pivot data by dragging a column heading to become a row heading in the Crosstab view.
To pivot the view of data:
Click and drag a heading from a location as a column heading to a row heading.
A red line displays on the current row headings to indicate where to display it.
Release the mouse button to drop the heading in the new location.
The data displayed in the Crosstab reflects the new combination of row and column headings.
This section contains the following topics:
A Summary Crosstab is a spreadsheet format that combines rows and columns to display a multi-dimensional view of values. A Summary Crosstab is summarized horizontally in rows. You can filter, change the aggregate function, drill down, roll up, and sort using the headers in a Summary Crosstab.
You can filter column and row headings in a Summary Crosstab.
To filter values in a column heading:
In the Summary Crosstab view, click the down arrow next to the heading label.
A list of values for the heading displays with checkboxes next to each value.
Deselect the checkboxes of values to hide from the display.
You can change the aggregate function applied to the Summary Crosstab.
To change the aggregate function applied to the values:
In the Summary Crosstab view, click the current aggregate function in the upper left corner, such as Sales (sum).
A list of functions for the heading displays.
Select the new aggregate function to apply.
The values update and display.
You can roll up or drill down in headings.
To roll up or drill down for a heading:
Click the plus sign (+) to drill down and display the values using the details of the heading.
Click the minus sign (-) to roll up values into a whole number for the heading.
This section contains the following topics:
Spreadsheet views display data using Microsoft Excel or Excel Office Web Components spreadsheet formats.
The Spreadsheet view displays columns containing rows of data in a Microsoft Excel Office Web Component Spreadsheet.
The Excel view displays columns containing rows of data in a Microsoft Excel Spreadsheet.
You can create Office Web Components and Excel Spreadsheet views and save the content externally from Active Studio.
The Excel view displays columns containing rows of data in a Microsoft Excel Spreadsheet. When you first create a report containing an Excel view, a dialog displays for you to accept a CAB file that contains an ActiveX control. The ActiveX control enables Excel to run inside of Active Studio.
In a report that you are creating or editing, click the frame of the view to display the selection handles.
If you are creating a report, select the view in the template.
If you are editing an existing view, you might need to click Change view type.
If you need a new view to define, insert a new view.
A group of view type icons displays.
Select the Spreadsheet or Excel view type.
A dialog displays for you to accept a CAB file that contains an ActiveX control. The ActiveX control enables Excel to run inside of Active Studio.
Click OK to accept the CAB file.
The View Editor displays.
Select a data object. The data object is the source of data for the report.
Click Next.
Select the field checkboxes to include fields.
Click select none to clear all of the checkboxes. The link switches to select all so that you can select all fields again.
If the data object contains 10 or fewer fields, the fields are automatically selected in the Data Fields list. If it has more than 10, you must manually select fields.
Click Next.
The list of additional options displays.
You can click one of the links to add data modifiers or formatting properties.
Click Change View Properties or Formatting Properties to continue working with the view. Other options include data transfer and applying macros to run before or after each data update. Formatting options include General, Shading, Text & Align, and Font.
Click Finish, Apply, or OK to display the view.
When viewing or editing an Excel spreadsheet in Active Studio, you can use the Excel toolbars and menu options. However, you cannot use the New and Save toolbar buttons from inside Active Studio. You can save the Excel spreadsheet outside of Active Studio.
To save the Excel spreadsheet outside of Active Studio:
On the Excel toolbar, click File>Save As.
The Save As dialog displays.
Type a file name for the Excel spreadsheet, select a location, and click Save.
Active Studio automatically creates named ranges for each column in the Excel spreadsheet view.
To view the named ranges and their definitions:
On the Excel menu bar, select Insert>Name>Define.
The Define Name dialog displays. The named range for the entire data set that is specified on the Data Transfer tab in the View Editor is only listed in this dialog when viewing active data.
For best performance in Excel views where data is very large and very active, the following settings are recommended:
In the Report Properties dialog, on the Advanced tab, increase the active data interval to 3-5 seconds.
In the Excel menu bar, select Tools>Options. On the Calculation tab, select Manual. The default setting is Automatic.
Avoid applying macros to run before and after data.
The Spreadsheet displays columns containing rows of data in a Microsoft Excel Office Web Component Spreadsheet.
Notes:
Applying sorting to an entire column includes the header. In most cases, you want the header cell to remain as the header cell. When you sort a column, select only the cells that you want sorted.
Data that is blank displays as (Null) in a Spreadsheet view, although filters on blank strings return the rows containing the blanks as expected. For data objects intended to display in a Spreadsheet view, the data designer might prefer to substitute the blank or null values in the data object with other representative values for clarity. This can be done using Transforms in the Plan that loads the data object.
In addition to the general properties common to all views (see "Formatting General Properties") Hide Spreadsheet Toolbar While Viewing hides the toolbar while the Spreadsheet view is in viewing mode.
The Excel view displays columns containing rows of data in a Microsoft Excel Spreadsheet. When you first create a report containing a Excel view, a dialog displays for you to accept a CAB file that contains an ActiveX control. The ActiveX control enables Excel to run inside of Active Studio.
Notes:
Applying sorting to an entire column includes the header. In most cases, you want the header cell to remain as the header cell. When you sort a column, select only the cells that you want sorted.
Data that is blank displays as (Null) in an Excel view, although filters on blank strings return the rows containing the blanks as expected. For data objects intended to display in an Excel view, the data designer might prefer to substitute the blank or null values in the data object with other representative values for clarity. This can be done using Transforms in the Plan that loads the data object.
This section contains the following topics:
The Action Form view lets you create an HTML form in a report that can submit information to a data object.
The designer of an action form view first decides what the inputs of the form are, and what action is taken. Use an HTML editor to create HTML for the form incorporating all of the necessary inputs. The HTML must be self-contained, but it can use CSS. The HTML must also be valid XML meaning that all tags must be closed and all attributes must have an assignment.
Action Form templates contain the HTML needed to create an Action Form view in Active Studio. Before creating the Action Form view, you must first create an HTML form and define an Action Form template in the Architect application.
To create an Action Form template:
Create an HTML form.
See the example form. Note that any inputs that you want to map to data objects and parameters must contain an attribute rtsenabledID that is set to a unique value in the form.
Open Architect and select Data Objects from the Architect function list.
Select the Action Form Templates data object located in the Data Objects/System/Views folder.
Click Contents.
Click Edit Contents.
Click Add.
Enter a Name for the template. This name will appear in the View Editor for the Action Form in Active Studio.
You do not need to specify the ID; the system will create it.
Enter a brief Description.
Enter html in the Type field. Only the html type is supported.
Cut and paste your HTML from your HTML editor into the FormInput field.
Click Save.
Example HTML Form for Action Form Template
<html> <head> <title>Email Form</title> <meta http-equiv="Content-Type" content="text/html; charset=iso-8859-1"/> <link href="styles/CUSTCOOLBLUEv.css" rel="stylesheet" type="text/css"/> </head> <body> <table> <tr> <td>To:</td> <td><div align="left" rtsEnabledID="ToRecipient"></div></td> </tr> <tr> <td>CC:</td> <td><div align="left" rtsEnabledID="CcRecipient"></div></td> </tr> <tr> <td>BCC:</td> <td><input type="text" name="text223222" size="49" rtsEnabledID="OtherRecipient"/></td> </tr> <tr> <td>Subject</td> <td><input type="text" name="text22322" size="49" rtsEnabledID="Subject"/></td> </tr> <tr> <td>Message</td> <td><textarea rtsEnabledID="Message" name="textarea" cols="51" rows="6" wrap="virtual"></textarea></td> </tr> </table> <!--input name="button2222" type="button" value="Send" /--> </body> </html>
The Action Form view
In a report that you are creating or editing, click the frame of the view to display the selection handles.
If you are creating a report, select the view in the template.
If you are editing an existing view, you might need to click Change view type.
If you need a new view to define, insert a new view.
A group of view type icons displays.
Select the Action Form view type.
The View Editor opens.
Choose a content type to display, and click Next. The content type is an HTML form that was created in Architect. See "Creating Action Form Templates" for more information.
Select Inputs, and click Next. Here you can select fields from a data object or parameters in the current report to populate the form input fields. You can also filter inputs containing lists.
Select Associations and click Next. Associations let you automatically populate an input field in your form when a selection is made in another input field. Most often used to populate other fields in the form when selecting an option from a list. (This requires putting data into Util Templates data object in Architect.)
Click Finish, Apply, or OK to display the view.
Create an Action Button so you can submit the data in the action form to a data object. See Chapter 8 for more information about Action Buttons.
The External Content view is for displaying URLs, files, or static images in a report. The External Content view includes only the General tab in Formatting Properties. No other formatting tabs are included.
Notes:
If users navigate to another page with the External Content view set to refresh, the original URL is displayed again when it refreshes. If the content is static and does not require refreshing, select No for the Refresh this content automatically setting.
If specifying a file for a report that is shared with other users, the file must be in a shared folder with access granted to the user that the Oracle BAM Data Service runs as. The full path must be specified using the format \\machinename\sharedfolder\filename.jpg.
Because the External Content view displays referenced image files, if you delete the image file from the specified location, a red X displays when the report is viewed. The red X indicates that the image cannot be found. Replace the image in the specified location to view it again.
External content views display either a web page external to Active Studio or an image. Images must be in either JPG or GIF format.
To create external content views:
In a report that you are creating or editing, click the frame of the view to display the selection handles.
If you are creating a report, select the view in the template.
If you are editing an existing view, you might need to click Change view type.
If you need a new view to define, insert a new view.
A group of view type icons displays.
Click the External Content view type.
The View Editor displays.
Select Web Page or Picture From File.
Enter a URL for a web page or browse the location of an image.
To refresh the content automatically, click Yes, and specify how often to refresh the display. To do this, enter a number and select a measurement of time from the list.
Click Apply or OK to display the view.
The utility views allow you to add functionality to reports and other views. This section contains the following topics:
The following utility views are available in Active Studio.
The Surface Prompts view provides space on the report for displaying surface prompts.
The Container, Row Group, and Column Group views allow you to create views within views.
The Tab Group view is used to arrange reports within reports.
The Dashboard view is used to arrange reports within reports. Dashboard views can consist of a collection of Tab Group reports or a single report of any type.
In addition to the general properties common to all views (see "Formatting General Properties"), Go Button Text enables you to change the text displayed on the Go button.
Surface prompts let report users interact with the report content by selecting from a list of items to display. The Surface Prompt view provides a space on the report for displaying the surface prompts.
Note:
Surface prompt views depend upon prompt filters created in other views for content. If there are no prompt filters defined in other views, nothing will be displayed in the Surface Prompts view.To create a Surface Prompt view:
In a report that you are creating or editing, click the frame of the view to display the selection handles.
If you are creating a report, select the view in the template.
If you are editing an existing view, you might need to click Change view type.
If you need a new view to define, insert a new view.
A group of view type icons displays.
Select the Surface Prompt view.
Click Edit view in the View Tasks/Options list.
Select the Surface Prompts tab and select which prompts to display on the report.
Prompts configured for each of the views will appear in this list. Use the list next to each prompt to show or hide it.
Formatting options include General, Shading, Text & Align, and Font.
Click Apply or OK to display the view.
Container views allow you to create views within views. You can split a view into two or more frames using a Container view.
In addition to the general properties common to all views (see "Formatting General Properties") Go Button Text enables you to change the text on the Go button.
To create a Container view:
In a report that you are creating or editing, click the frame of the view to display the selection handles.
If you are creating a report, select the view in the template.
If you are editing an existing view, you might need to click Change view type.
If you need a new view to define, insert a new view.
A group of view type icons displays.
Select the Container view type.
Each new frame displays a selection of view types.
Select a view for each frame.
Row Group and Column Group views allow you to create views within a view. You can split a view into two or more frames using a Row Group or Column Group view.
To create Row Group and Column Group views:
In a report that you are creating or editing, click the frame of the view to display the selection handles.
If you are creating a report, select the view in the template.
If you are editing an existing view, you might need to click Change view type.
If you need a new view to define, insert a new view.
A group of view type icons displays.
Select a group view type.
Row Group
Column Group
Each new frame displays a selection of view types.
Select a view for each frame.
Tab Group views are used to arrange reports within a report. Tab Group views consist of a collection of reports.
Tab Group views are dependent upon reports that have already been created and are ready to be placed in a multiple page format.
To create a Tab Group view:
In a report that you are creating or editing, click the frame of the view to display the selection handles.
If you are creating a report, select the view in the template.
If you are editing an existing view, you might need to click Change view type.
If you need a new view to define, insert a new view.
A group of view type icons appears.
Select the Tab Group view type.
The View Editor opens.
Click New to add tabs to the Tab Contents list. The Tab Editor dialog opens.
Enter a name for the tab label, and indicate the type of content, Report or URL, that will appear on the tab.
To display the row count on the tab label select the Display Row Count from a Data Object on Tab Label checkbox, and click Define to select the data object.
Click OK.
Add more tabs as needed, and click Finish to display the view.
Dashboard views are used to arrange reports within reports. Dashboard views can consist of a collection of Tab Group reports or a single report of any type.
Dashboard views are dependent upon reports that have already been created and are ready to be placed in a multiple page format.
To create a Dashboard view:
In a report that you are creating or editing, click the frame of the view to display the selection handles.
If you are creating a report, select the view in the template.
If you are editing an existing view, you might need to click Change view type.
If you need a new view to define, insert a new view.
A group of view type icons displays.
Select the Dashboard view type.
The View Editor opens.
Select the contents to place in the Dashboard view. You can choose a Tab Group report that you created previously, or you can choose a single report of any type.
Click Finish.
Click Change View Properties or Formatting Properties to continue working with the view. Other options include toolbar buttons you can add to the Dashboard view. Formatting options include General, Shading, Text & Align, and Font.
Click OK or Apply to display the view.
