1. User's Guide
  2. Smart View and Oracle Analytics Cloud
  3. Working with Views Using the View Designer
  4. Launching the View Designer

Launching the View Designer

Depending on whether you are creating a view or editing a view, you can launch the View Designer using the methods described in this topic.

To launch the View Designer:

  1. Perform an action:

    • To create a new view:

      • Right-click the Catalog Root node in the catalog tree, and then select Create New View.

      • Select the Catalog Root node in the catalog tree, and then select Create New View at the bottom of the Smart View Panel.

      • From the Oracle BI EE ribbon ribbon, click the View Designer icon.

        Figure 29-18 View Designer Icon


        View Designer icon from the ribbon

        You must already be connected to a view in the catalog tree to enable the Oracle Analytics Cloud ribbon.

    • To edit a view (the view must have been created and inserted from View Designer):

      • From the catalog tree, select a view to edit that was created in View Designer and saved to the Oracle BI Presentation Catalog from Oracle Smart View for Office, and then select the Load view in View Designer link at the bottom of the Smart View Panel.

      • Select an existing view on a worksheet in the current or in a saved Office document and click the View Designer icon (see Figure 29-18).

      • To edit an Excel Pivot Table, click anywhere in the current or in a saved worksheet, even outside the boundaries of the Excel Pivot Table, and click the View Designer icon (see Figure 29-18).

      Note:

      You can only edit views that were created and inserted from the View Designer in Smart View. To edit views created in Oracle Analytics Cloud, you must use Oracle Analytics Cloud.

    The Design Layout tab of the View Designer is displayed. Figure 29-19 shows the Design Layout tab of the View Designer with selections made in the Page, Section, Row, Column, and Measures edges.

    Figure 29-19 View Designer, Design Layout Tab for Pivot Table Layout


    View Designer, Design Layout tab, showing expandable subject areas in a tree structure in the left pane. The View Type and Display Style drop-down lists are at the top right. The middle section is the Page and Section edge fields where you can drop columns from the subject area. The bottom is the Row, Column, and Measures edge fields, where you can drop columns from the subject area.
  2. Continue the view design process by following the procedure in Defining the View Type and Display Style.