Masking Data in Views

You can mask data in the Oracle Analytics Cloud views that you insert in Office documents and in views you create using the View Designer. You have the option of masking data in:

• Selected views

• All views on sheet or a slide

• All views in an Office document

Using the Mask Data functionality in Oracle Smart View for Office, you can perform these actions:

• Select a single Smart View object in an Excel sheet or PowerPoint slide and mask data only in that object

• Mask data in the active Excel worksheet or PowerPoint slide

• Mask data in the active workbook, presentation, or Word document

You can invoke Mask Data from these locations:

• Document Contents in the Smart View Panel

• Oracle Analytics Cloud ribbon

Masking Data for an Individual View

To mask data in an individual view in an Excel worksheet or PowerPoint slide:

1. In Excel or PowerPoint, click in Document Contents to refresh the contents of the tree.

   Note:

   Data in Word documents can only be masked in their entirety; you cannot mask data in individual views in Word.

2. Locate the view with data that you want to mask in Document Contents, and then select it.

3. Click the Mask Data link in Document Contents.

   In a table object, cells are replaced with the text, "Need refresh"; in a graph, the area becomes blank and a small lock image is displayed.

4. Save the current workbook or presentation.

   The masked state of the view remains intact after saving.

5. To display the data in the masked view, click in Document Contents, select the view in the tree, and then click the Refresh View link.

Masking Data on a Sheet or Slide

To mask data on an Excel worksheet or PowerPoint slide:

1. Choose a method to select a sheet or slide:

   • Place the cursor directly in a sheet or slide

   • In Document Contents, click , locate the sheet or slide in the tree, and then select it.

2. Choose a method to mask data for all objects on the selected sheet or slide:

   • In the Oracle Analytics Cloud ribbon, click the Mask Data button.

     Figure 27-17 Mask Data Button

     
     
     

   • In Document Contents, click the Mask Data link.

   Data on the sheet or slide is masked.

   Note:

   Data in Word documents can only be masked in their entirety; you cannot mask data on individual pages in Word.

3. Save the current workbook or presentation.

   The masked state of the sheet or slide remains intact after saving.

4. To display the data in the masked sheet or slide, click in Document Contents, select the sheet or slide in the tree, and then click the Refresh link.

   Alternatively, place the cursor in the sheet or slide to refresh, and then click .

Masking Data in an Entire Office Document

To mask data in an entire Office document:

1. From the Oracle Analytics Cloud ribbon in the opened Office document, perform an action:

   • Excel: Click the down arrow in and select Mask Workbook Data.

   • PowerPoint: Click the down arrow in and select Mask Presentation Data.

   • Word: Click .

     Note:

     Word documents can only be masked in their entirety; you cannot mask individual pages in Word.

2. Save the current Office document.

   The masked state of the workbook, presentation, or document remains intact after saving.

3. To display the masked data, click in Document Contents, select the sheet, slide, or document in the tree, and then click the Refresh link.

   Alternatively, place the cursor in the sheet, slide, or document to be refreshed, and then click .