To configure the Pivot Trees component:
Merge the component. See Merging Components.
Create a query definition. See Creating a Query Definition.
Build a query. See Building Queries.
Configure the Pivot Trees tables using the Pivot Trees Properties.
To use the Pivot Trees configuration frame:
In Interactive Reporting Studio, open a dashboard that contains the Pivot Trees component.
To access the configuration frame, use Sections or the Configuration drop-down list found in Dashboard Studio.
From Base Table Section, select a results or table section that contains the full row set representing every tree node, and that will be used as the base for the pivot tree.
The selected table or results populates Available Columns.
From Tree Table Section, select an option:
Select a Tree Table Section—A list of recognized Pivot Trees tables created from the existing results set is displayed (The first Pivot Trees table is displayed by default)
Create a Tree Table Section—The table is based on the Base Table Section name; for example, if the base section is called Revenue Results, then the Pivot Trees table is called Orcl_pivotTree_Revenue Results (Where no Pivot Trees tables exist, Create a new table is displayed by default)
Base tables can have one or more associated Pivot Trees tables.
Move selected Available Columns between Column Hierarchy and Other Columns by clicking
and 
.Optional: Reorder Column Hierarchy and Other Columns by selecting a column and clicking
or 
.The Column Hierarchy list should match the column order in the Request line.
From Descendants Indicator, select a character to indicate that one or more descendants exist.
The indicators are displayed as a hexadecimal representation: character representation. The default value is 25BC:
.Optional: Replace the default Hierarchy Separator value if the default value will cause a conflict with your data.
The Hierarchy Separator creates the hierarchical path for each node with the separator between each value. Although the separator is never displayed, it is used by the component to create the columns called __break_Gen1, __break_Gen2, and so on.
Optional: Clear Automatically configure Embedded Pivot Objects on dashboards, which is selected by default, to configure the pivots that belong to the Pivot Trees component.
When this option is selected, the Associate step in Dashboard Studio adds the OnCellDoubleClick code to pivots created from the Pivot Trees table, and txlClass is updated to reference Orcl_pivotTree so the correct code handles double-clicking a cell. The option is not set if another component uses txlClass, in which case the developer must add code lines to the OnCellDoubleClick event.
Perform an action:
To discard in-memory settings and revert to original settings, click Restore
To remove all in-memory settings, click Clear All (A dialog box is displayed that prompts to remove all computed sections. To retain the existing configuration of the base, tree, and pivot tables, click Yes. The tables are removed from the Interactive Reporting document. Click No for the component to remove the configurations. Clicking Apply saves the changes, and clicking Restore reloads the saved configurations)
To remove in-memory settings from table sections, click Clear (The user selects to delete all tables and pivots, or only the in-memory representations of the configurations. This is similar to clicking Clear All. Clicking Apply saves the changes, and clicking Restore reloads the saved configurations)
To create computed columns, the table and pivot, and save the settings, click Apply (Clicking Apply creates the base, tree, and default pivot)
Drag the pivot that is created onto a Dashboard frame. Right click the pivot, go to Properties and select the Active option button. Click OK.
Connect the dashboard to the Wizard, move to Step 4, and click
.