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:

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.
In the catalog tree, right-click a table or pivot table.
Select one of the following:
- Insert—The selected table view or pivot table view is inserted in the format defined in Oracle Business Intelligence Enterprise Edition. See Figure 29-3 and Figure 29-4,
  
  If prompts are defined for the table or pivot table in Oracle BI EE, 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 Oracle BI EE), you may edit them by clicking the Edit Page Prompts icon in the Oracle BI EE ribbon. See Working with Page Prompts.
  
  Notes:
  
  Figure 29-3 Table View Inserted as Table with Formatting from Oracle BI EE
  
  Figure 29-4 Pivot Table Inserted as a Pivot Table with Formatting from Oracle BI EE
  
  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 Oracle BI EE are not available.
  
  The selected table is inserted on the worksheet. See Figure 29-5.
  
  Figure 29-5 Portion of a Table View Inserted as an Excel Table
- 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 29-6.
  
  Notes:
  - When a pivot table view is inserted as an Excel Pivot table, prompts that are defined in Oracle BI EE 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 29-6 Pivot Table Inserted as an Excel Pivot Table

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

Note:

When pivot tables that contain embedded pivot charts are inserted into Smart View, the embedded pivot charts are not imported. You can either use Excel to create a pivot chart based on an inserted Excel pivot table or use Oracle Business Intelligence Answers to create a new chart view and insert that view using Smart View.

To create a pivot chart based on the inserted native Excel pivot table, complete these steps:
1. In Smart View, click in the Excel pivot table and select the Excel Options ribbon.
2. From the Tools group, click the PivotChart button.
3. In Insert Chart, select a chart style and then click OK.
To create and insert a separate chart view:
1. In BI Answers, create a new, separate chart view object.
2. In the Office application, use Smart View to insert the newly-created chart view.