6Adding Views for Display in Dashboards
Adding Views for Display in Dashboards
What are Views
Views use the presentation capabilities of Oracle BI Enterprise Edition to help you look at results of analyses in meaningful, intuitive ways. You can add a variety of views to the results, such as graphs and pivot tables that allow drilling down to more detailed information, explanatory text, a list of filters that were used to limit the results, and more.
When you display the results of a new analysis, the following views are displayed by default in the "Compound Layout" in the "Analysis editor: Results tab":
A title view, which displays the name of the saved analysis.
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A table or pivot table view, which displays the results of the analysis, depending on the types of columns that the analysis contains:
If the analysis contains only attribute columns, only measure columns, or a combination of both, then a table is the default view.
If the analysis contains at least one hierarchical column, then a pivot table is the default view.
You can customize or delete the existing views for an analysis, add other views, and combine and position views anywhere in the pane.
Preparing multiple views of results can help you identify trends and relationships in data. If you are customizing results for display on a dashboard, then you can preview how the combination and position of views looks when viewed on a dashboard.
You can then save the analysis with the collection of views.
Related Topics
"What Types of Views Are Available?"
View Types
View Name | Description |
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Title | Displays a title, a subtitle, a logo, a link to a custom online help page, and timestamps to the results. |
Table | Displays results in a visual representation of data organized by rows and columns. A table provides a summary view of data and enables users to see different views of data by dragging and dropping rows and columns. |
Pivot Table | Displays results in a pivot table, which provides a summary view of data in cross-tab format and enables users to see different views of data by dragging and dropping rows and columns. Pivot tables structure data similarly to standard tables that contain column groups, but can display multiple levels of both row and column headings. Unlike regular tables, each data cell in a pivot table contains a unique value. By organizing data in this way, a pivot table is more efficient than a row-based table. Pivot tables are ideal for displaying a large quantity of data, for browsing data hierarchically, and for trend analysis. |
Graph | Displays numeric information visually, which makes it easier to understand large quantities of data. Graphs often reveal patterns and trends that text-based displays cannot. However, when precise values are needed, graphs should be supplemented with other data displays, such as tables. A graph is displayed on a background, called the graph canvas. For the types and subtypes of graphs that are available, seeGraph Types . |
Funnel | Displays results as a three-dimensional graph that represents target and actual values using volume, level, and color. Typically, funnel graphs are used to graphically represent data that changes over different periods or stages. For example, funnel graphs are often used to represent the volume of sales over a quarter. Funnel graphs are well suited for showing actual compared to targets for data where the target is known to decrease (or increase) significantly per stage, such as a sales pipeline. In funnel graphs, the thresholds indicate a percentage of the target value, and colors provide visual information for each stage. You can click one of the colored areas to drill down to more detailed information. For the types of funnel graphs that are available, see Funnel Graph Types. |
Gauge | Shows a single data value. Due to its compact size, a gauge is often more effective than a graph for displaying a single data value Gauges identify problems in data. A gauge usually plots one data point with an indication of whether that point falls in an acceptable or unacceptable range. Thus, gauges are useful for showing performance against goals. Depending on the data in the analysis, a gauge view might consist of multiple gauges in a gauge set. For example, if you create a gauge view to show the sales data for the last twelve months, the gauge view consists of twelve gauges, one for each month. If you create one to show the total sales in the US, then the gauge view consists of one gauge. A gauge or gauge set is displayed on a background, called the gauge canvas. For the types of gauges that are available, see Gauge Types. |
Trellis | Displays multidimensional data shown as a set of cells in a grid, where each cell represents a subset of data using a particular graph type. Data can be represented with graphs, microcharts, and numbers. The trellis view has two subtypes: Simple Trellis and Advanced Trellis. Simple trellis views are ideal for displaying multiple graphs that enable comparison of like to like. Advanced trellis views are ideal for displaying spark graphs that show a trend. A simple trellis displays a single inner graph type, for example a grid of multiple Bar graphs. The inner graphs always use a common axis; that is to say, the graphs have a synchronized scale. An advanced trellis displays a different inner graph type for each measure. For example, a mixture of Spark Line graphs and Spark Bar graphs, alongside numbers. In this example, the Spark Line graph might show Revenue over time, and the Spark Bar graph might show Units Sold. A measure column displaying numbers might be placed adjacent to the Spark Line graphs, showing the Revenue measure as a total value for a year. In an advanced trellis, each measure column operates independently for drilling, axis scaling, and so on. For definitions of microchart, and spark graph, see Trellis View Terms. |
Filters | Displays the filters in effect for an analysis. Filters, like selection steps, allow you to constrain an analysis to obtain results that answer a particular question. Filters are applied before the query is aggregated. |
Selection Steps | Displays the selection steps in effect for an analysis. Selection steps, like filters, allow you to obtain results that answer particular questions. Selection steps are applied after the query is aggregated. |
Column Selector | Adds a column selector in the results. A column selector is a set of drop-down lists that contain pre-selected columns. Users can dynamically select columns and change the data that is displayed in the views of the analysis. |
View Selector | Adds a view selector in the results. A view selector is a drop-down list from which users can select a specific view of the results from among the saved views. |
Legend | Adds a legend to the results, which enables you to document the meaning of special formatting used in results, such as the meaning of custom colors applied to gauges. |
Narrative | Displays the results as one or more paragraphs of text. You can type in a sentence with placeholders for each column in the results, and specify how rows should be separated. |
Ticker | Displays the results as a ticker or marquee, similar in style to the stock tickers that run across many financial and news sites on the Internet. You can control what information is presented and how it scrolls across the page. |
Static Text | A dds static text in the results. You can use HTML to add banners, tickers, ActiveX objects, Java applets, links, instructions, descriptions, graphics, and so on, in the results. |
Logical SQL | Displays the SQL statement that is generated for an analysis. This view is useful for trainers and administrators, and is usually not included in results for typical users. You cannot modify this view, except to format its container or to delete it. |
What Types of Views are Available
Graph Types
All graph types except for scatter, radar, and microchart can be 2-dimensional (2D) or 3-dimensional (3D). Not all types of graphs are appropriate for all types of data.
Graph Type | Description | Styles |
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Bar Subtypes available: Vertical Horizontal Stacked Vertical Stacked Horizontal |
Shows quantities associated with categories. Bar graphs show quantities as bar lengths and categories as bars or groups of bars. Bar graphs are useful for comparing differences among like items; for example, competing product sales, same product sales over different time periods, or same product sales over different markets. Can be used to compare measure columns by showing bars in a horizontal or vertical direction. |
Rectangle Triangle Cylinder Diamond Gradient Pattern Fill |
Line | Shows quantities over time or by category. Line graphs are useful for showing trends over time. Can be used to plot multiple measure columns. |
Standard Line Stepped Line Curved Line |
Area Subtypes available: Area 100% Stack |
Shows the trend of the contribution of each value over time or by category. It is a line graph for which the regions between lines are filled in. Regions stack, adding up to the total value for each time period or category. |
Solid Fill Gradient Fill Pattern Fill |
Pie | Shows data sets as percentages of a whole. Pie graphs are useful for comparing parts of a whole, such as sales by region or by district. |
Solid Fill Gradient Fill Pattern Fill |
Line-Bar Subtypes available: Standard Stacked |
Plots two sets of data with different ranges, one set as bars, and one set as lines overlaid on the bars. Line bar graphs are useful for showing trend relationships between data sets. |
Rectangle Triangle Cylinder Diamond Gradient Pattern Fill |
Time Series Line | Plots time series data. It scales the horizontal axis based on the time that has elapsed between data points. | Standard Line Stepped Line Curved Line |
Pareto | Is a form of bar graph and line graph that displays criteria in descending order. In this graph type, the line shows a cumulative total of the percentages. Pareto graphs are useful for identifying significant elements, such as best and worst or most and least. |
Rectangle Triangle Cylinder Diamond Gradient Pattern Fill |
Scatter | Displays x-y values as discrete points, scattered within an x-y grid. It plots data points based on two independent variables. This enables you to plot large numbers of data points and observe the clustering of data points. Scatter graphs are useful for observing relationships and trends in large data sets. |
Standard Scatter Scatter-with-Lines |
Bubble | Is a variation of a scatter graph that displays data elements as circles (bubbles). It shows three variables in two dimensions. One value is represented by the location of the circle on the horizontal axis. Another value is represented by the location of the circle on the vertical axis. The third value is represented by the radius of the circle. Bubble graphs are useful for plotting data with three variables, and for displaying financial data over a period of time. |
None |
Radar | Plots the same information as a bar graph, but instead displays data radiating from the center of the graph. Each data element has its own value axis. Radar graphs are useful for examining overlap and distribution. |
None |
Microchart Subtypes available: Spark Line Spark Bar Spark Area |
A tiny graph (of similar size to a piece of nearby text) that displays only in the context of the trellis view and that is ideal for showing trend information. A microchart graph type is useful within an advanced trellis, where data is displayed as a mixture of spark graphs and numbers. A microchart does not have axes or legends. Like larger graphs, a microchart's measure values are rendered as relatively sized bars (or lines, or area). Each measure name is displayed in its column header. Further details of the measure appear as tooltip text when you hover the mouse over a data cell. |
None |
Funnel Graph Types
Type | Description | Style |
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Standard | Uses a standard shape with equal stage widths. | Solid Fill Gradient Fill |
Non-Standard | Uses a standard shape with unequal stage widths | Solid Fill Gradient Fill |
Last-Stage Only | Uses a standard shape with equal stage widths. It is similar to standard funnel except that the target values of all the stages before the last is calculated based on the last stage target value and a constant called target factor. | Solid Fill Gradient Fill |
What Types of Graphs are Available to Trellis Views
The list of graph types that are available for use in trellis views varies by trellis view subtype: Simple Trellis or Advanced Trellis.
The following types of graphs can be used in simple trellises:
Bar (subtype Vertical)
Bar (subtype Horizontal)
Line
Area
Line-Bar
Pie
Scatter
Bubble
The following visualization choices are available in advanced trellises:
Numbers
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Microchart, of the following subtypes:
Spark Bar
Spark Line
Spark Area
For details on each graph type, see Graph Types.
Gauge Types
Type | Description |
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Dial | Shows data using a dial arc with one or more indicators that point to to where the data falls within predefined limits. |
Horizontal bar | Shows data using a horizontal bar that changes color to indicate whether the data is within predefined limits. The inner rectangle of the horizontal bar shows the current level of data against the ranges marked on an outer rectangle. |
Vertical bar | Shows data using a vertical bar that changes color to indicate whether the data is within predefined limits. The inner rectangle of the vertical bar shows the current level of data against the ranges marked on an outer rectangle. |
Bulb | Shows data using a circle that changes color to indicate whether the data is within predefined limits. Bulb gauges are useful when you must know what the status is, and not any indication of a specific value, or relative information about other threshold ranges. |
Adding Views to the Results of Analyses
If you select a graph type or gauge type that is incompatible with the results, then no results are shown.
Do not use a pie graph to visualize data that includes negative values. Either filter the analysis to ensure that all values are greater than 0 or use a different graph type.
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Editing Views
Each view type, except for a Logical SQL view, has its own editor in which you perform your edits. (You cannot edit a Logical SQL view. You can only format its container or delete it.)
Each view editor contains unique functionality for that view type but might also contain functionality that is the same across view types.
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Table and Pivot Table Views
Two common views for analyzing and displaying data are the table and pivot table.
These views share the same type of editor and much of the same functionality such as dragging and dropping, sorting, drilling, and conditional formatting. The following list provides some differences between the two types:
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Default View — When you create an analysis and display the results, the default view depends on the data in the analysis:
Table — If the analysis contains only attribute columns, only measure columns, or a combination of both, then a table is the default view.
Pivot Table — If the analysis contains at least one hierarchical column, then a pivot table is the default view.
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Drop Targets — Drop targets, which you use to modify column layout, differ slightly between the two views. Both views have the <view-type> Prompts, Sections, and Excluded drop targets. When multiple columns are placed in the <view-type> Prompts target, or page edge, each column displays its values in an individual drop-down list.
Table — Tables have columns and measures in the same drop target, and they do not have rows.
Pivot Table — Pivot tables can have rows, columns, and measures as separate drop targets.
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Drag and Drop Measure Columns — Measure columns behave slightly differently when you drag and drop them on tables and pivot tables.
Table — In tables, you can drag and drop measure columns in the middle of the table and they act as columns.
Pivot Table — In pivot tables, you can drag and drop measure columns in the middle and their labels can be in many locations.
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Column Names and Headings — You can turn off the display of the column headings in both tables and pivot tables. For column names, however, the following differences apply:
Table — In tables, you always see the names of columns.
Pivot Table — In pivot tables, you can turn off the display of the column names.
Properties — The properties of the two views differ slightly, in areas such as paging controls and green bar formatting.
You can use the editors for the table and pivot table to customize the look and functionality of the view. The editors share much of the same functionality.
Editing Table and Pivot Table Views
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Adding Cosmetic Formatting to a Table or Pivot Table
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For more information about cosmetic formatting, see "Cosmetic Formatting"
The Visual Appearance of Graphs
You can format the visual appearance of graphs based on two settings:
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The position of the graph elements (such as lines or bars in a line-bar graph or slices in a pie graph).
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Conditions applied to columns. See "Graph Formatting Based on Columns"
Graph Formatting Based on Position
Positional formatting enables you to customize the appearance of a graph based on the position of graph elements; that is, the numeric sequence in which graph elements (for example, bars) are displayed in a group. A group is determined by the attribute columns that are displayed in the Group By drop target area. (For information on drop target areas, see "Drop Targets".
For example, suppose that you have a bar graph whose criteria include the Region, Dollars, and Units columns. Dollars are displayed first, then Units in the Measures drop target area. Region is displayed in the Group By drop target.
You can format the visual appearance of a graph based on position in terms of its color, line width, and line symbols.
Graph Formatting Based on Columns
Conditional formatting enables you to customize the appearance of a graph based on conditions applied to columns. The formatting is applied to the column values that meet the condition.
You can specify a color in which to display graph data based upon a specific column value, or range of column values that meet the condition specified for the column.
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Conditionally changing the color of a graph based on specific column values.
A user wants to create a bar graph to compare sales between two beverages, Lemonade and Cola. When creating a bar graph the user specifies two conditions, one where the bar representing Lemonade sales is yellow, and another where the bar representing Cola sales is blue.
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Conditionally changing the color of a graph based on a range of column values.
A sales manager wants to create a bar graph to compare sales for all reps across two sales bands.When creating a bar graph the sales manager specifies two conditions, one where the bar is red for all sales reps with sales less than $250,000, and another where the bar is green for all sales reps with sales greater than $250,000.
The way that you specify conditional formatting for graphs is different from that used for other views. For information, see "Applying Conditional Formatting to Tables, Pivot Tables, and Trellises".
Formatting the Visual Appearance of Graphs
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Rules for Applying Conditional Formats in Graphs
This is a short description.
The following rules apply for building and using conditions in graphs:
Conditions can be created only from columns that are being used by the graph.
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When format conditions conflict with each other, conflicting conditions are prioritized in the following order:
Conditional formatting on attributes
Conditional formatting on measures
Style formatting based on the positions of graph elements
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When a user drills on a graph that has conditional formatting applied, the following rules apply:
A conditional format based on measures is not carried to the next level. (It does not make sense to carry the conditional format to a different level; for example if, in a geographic hierarchy, from Region to City.
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A conditional format based on attributes is carried to the next graph if it has not been drilled on.
For example, if you had the conditional format "Lemonade=Blue" and only drill on years, then "Lemonade=Blue" stays in place.
Graph Exceptions for Conditional Formatting on Columns
Graph Type | Exception |
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Line Line-Bar Radar Time Series Line |
Only symbol formatting is allowed for the line. |
Pareto | Formatting is applied only to the bars, not to the Pareto line. |
Editing Graph Views
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Trellis Views
A trellis view is a kind of graph view that displays a grid of multiple graphs, one in each data cell.
A trellis view falls into one of two subtypes:
Simple Trellis. A simple trellis displays a core inner graph multiplied across row sets and column sets, rendering many small multiples that are ideal for comparing and contrasting.
Advanced Trellis. An advanced trellis displays a grid of small spark graphs that are ideal for monitoring trends and spotting patterns in a data set.
Editing Trellis Views
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Trellis View Terms
Term | Definition |
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Visualization | In the context of Oracle BIEE, a visualization is the choice of graph that appears within a data cell in a trellis view. There are many visualizations from which to choose when creating a trellis view, including bar graphs, scatter graphs, and spark graphs. |
Inner Graph | A nested graph, inside the grid of a trellis graph. Each inner graph has its own dimensionality as specified in the Visualization area of the Layout pane. |
Outer Edge | The outer edges are the parts of a trellis view that border the inner graphs. These include the column and row headers, the section headers, and so on. |
Simple Trellis | A trellis view that displays inner visualizations that are all the same type, such as all scatter graphs. The inner visualizations all use a common axis, also known as a synchronized scale. |
Advanced Trellis | A trellis view that can display multiple visualization types within its grid, for example, Spark Line graphs, Spark Bar graphs, and numbers. Each visualization type displays a different measure. You can think of an advanced trellis as a pivot table, except that for each measure you add to the pivot table, you can optionally associate a dimension and render that dimension as a spark graph visualization. |
Synchronized Scale | ( Applicable to Simple Trellis subtype only) A synchronized scale means that all the visualizations within the trellis are viewed on the same scale, that is, they share a common axis. Having a common axis makes all graph markers easy to compare across rows and columns. |
Microchart | A tiny graph displayed in a grid along with other tiny graphs and numbers, comprising the data cell contents of an advanced trellis view. In Oracle BI EE, a microchart is always a spark graph. |
Spark Graph | An embedded mini-graph that, in conjunction with other mini-graphs and numbers, illustrates a single trend. Spark graphs are also known as sparks. Sparks do not include axes or labels; they get their context from the content that surrounds them. Each type of spark graph has only one measure, which is hidden; the scale is relative to itself only. A spark graph can be of the graph subtype Spark Line, Spark Bar, or Spark Area. |
What Makes a Trellis View Unique
The trellis view, also referred to as a trellis graph, is the same as a pivot table—with one major exception: the data cells within the trellis contain graphs. Whereas a stand-alone graph type such as a single bar graph or a single scatter graph works on its own, the trellis graph works only by displaying a grid of nested graphs, known as inner graphs. So a bar-graph trellis view is actually comprised of multiple bar graphs.
In a general sense within the field of business analytics, a visualization is a visual representation of data, displayed in graphs, gauges, maps, and so on. In the trellis editor, within the Layout pane, there is a drop target called Visualizations; this is where you drag the columns for the inner graphs that will comprise the trellis you are building.
The visualizations that make up a simple trellis view are all graphs, and they can be many types of the existing stand-alone graphs described in "Graph Types". The visualizations that make up an advanced trellis are always microcharts, of the graph subtypes Spark Line, Spark Bar, or Spark Area. Ideally, the microcharts within an advanced trellis are placed alongside numbers (representing the same measure). For more information, see "What Are Microcharts".
What are the Functions of a Trellis View
This is a short description.
For the most part, a trellis view behaves like a pivot table, and the main difference between a trellis and a pivot table is the way the data cells appear.
In the row and column label cells of a trellis, you can:
Right-click to do things like create groups and calculated items
Right-click to hide or move measure labels
Right-click to sort data
Drag to reposition rows and columns
In the data cells of a trellis, you can hover the mouse pointer to show related contextual information.
Numeric data cells in a trellis behave the same as numeric data cells in a pivot table.
Graph data cells: There is no right-click functionality for the data cells in simple trellises, nor drilling in trellis graph data cells (left-click functionality).
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Microchart data cells: When you hover the cursor over the data cells in spark graphs, you are shown contextual information (such as first, last, minimum, and maximum values) that otherwise is not displayed as it would be in a pivot table view.
Microcharts do not show axis labels, as regular charts do, so it is not immediately obvious what the inner graph dimensionality is. Use a microchart's tooltips to understand the data being represented inside the graph—sample individual values, as well as the overall dimensionality.
About Simple Trellis Versus Advanced Trellis
When you create a trellis view, the first thing you do is choose between two subtypes: Simple Trellis and Advanced Trellis. The Simple Trellis subtype displays a single type of inner visualization, for example, all bar graphs. The inner visualization always uses a common axis, so that all inner graphs are viewed on the same scale. (This concept of a common axis is also referred to as a synchronized scale.) Having a common axis makes all graph markers easy to compare across rows and columns.
The Advanced Trellis subtype allows for display of multiple visualization types within its grid. An advanced trellis illustrating sales trends might show a grid containing numbers in the cells of one column (revenue, for example), while another column alongside the numbers column displays Spark Line graphs in its cells, and those Spark Line graphs visualize the same measure as represented by the numbers (again revenue, but over a time period). Next to that column, a different microchart might be displayed, such as a column of Spark Bar graphs that visualize a different measure, such as unit totals.
Each measure that is visualized is assigned a different inner graph type. Each cell of the grid is scaled independently.
Think of an advanced trellis as a pivot table with spark graphs inside its data cells. But, for each measure you add, you can optionally associate a dimension and render it as a microchart visualization. This makes an advanced trellis very different from a simple trellis. In a simple trellis, all of the measures are rendered in the same visualization, along with additional dimensions.
What are Microcharts
A microchart is, as its name implies, a tiny chart. A microchart is displayed in trellis views of the Advanced Trellis subtype. A microchart is unique as a graph type in that it can never be an independent, stand-alone graph. It can be used only within the context of a trellis view, and its meaning comes only from the fact that it is one of many small multiples.
Spark Graphs in Oracle BI EE
A microchart can be one of several graph subtypes, including Spark Line, Spark Bar, and Spark Area.
Spark graphs, also called sparks, are unique from line graphs, bar graphs, and the other stand-alone graphs available in Oracle BI EE. Spark graphs are embedded mini-graphs that illustrate a single trend. Simple in their appearance, they do not include axes or labels and they get their context from the content that surrounds them. Each type of spark graph has only one measure, which is hidden; the scale is relative to itself only.
In Oracle BIEE, the visual appearance of sparks emphasizes trends, and within those trends, the highest and lowest values. Due to the condensed manner in which sparks display trends, it is possible for many trends to be compared (along with numeric values) on a single page.
While sparks are useful for certain types of analysis, such as high-level observation of trends and spotting of patterns, it is important to note that they do not illustrate the same specificity as their larger, fuller-featured counterparts.
Working with Spark Graphs
Sparks are unique mainly because they are small and because they can display a lot of information in a very constricted space. In Oracle BI EE, a spark graph is also different from a stand-alone graph in that, as a microchart, it can only be used within trellis views.
You can modify the size of your sparks in the same way that you do with full-featured graphs, in the Graph Properties dialog.
For more information about creating trellis views that include sparks, see "Design Considerations for Trellis Views and Microcharts".
Design Considerations for Trellis Views and Microcharts
The following are some ideas to consider when designing content displayed in trellis views:
For comparisons, choose the Simple Trellis subtype.
For trend analysis, choose the Advanced Trellis subtype.
The inner graphs that make up a trellis should be readable and not too dense, so a trellis view is not especially useful for displaying multiple series or multiple groups. If you cannot easily target a data point with your mouse (to be shown a tooltip), then it is likely that the inner graph is too dense to be readable.
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When using the Simple Trellis subtype, note the following:
Designing a simple trellis is like designing a pivot table, except that the total number of cells that can be rendered is much less for a trellis.
The main difference between designing a simple trellis and designing a pivot table is that for a trellis, one or two of the dimensions can be associated with the visualization; so, that many less dimensions must be added to the outer edge.
It is best to design the trellis with a small number of outer-edge dimensions. The entire graph series should be visible at once (for easy comparison of like to like) with no need to scroll. If you must show additional dimensionality, consider adding the dimensions to the graph prompt.
When determining which data to show in column headers and which to show in row headers, the column headers should show one or two dimensions (each dimension with a small number of members). Most often, the dimension shown in column headers is time. Place the remaining dimensions in the row headers or in graph prompts.
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When using the Advanced Trellis subtype, note the following:
The key use case for an advanced trellis is to show trend graphs alongside numeric values, in a compressed form. So a typical advanced trellis contains a combination of spark graphs alongside number representations of the same measure.
Ideally, place no dimensions in the column headers, just place the measures here.
The dimensionality typically associated with a spark graph is time. As there are no visible labels in a spark graph, it is important that the data visualized is intrinsically ordered. For example, a spark graph visualizing regions would be meaningless, because the ordering of the regions (which would be the specific bars, in a Spark Bar graph) is unintuitive.
Just as when designing pivot tables, you generally display time on the horizontal axis, with the other dimensions displayed on the vertical axis. The eye then scans from left to right to see how the dimensionality changes over time.
When Might a Trellis Not Be the Best Visualization?
Hierarchical columns do not work well with the Simple Trellis subtype, because when a hierarchical column is displayed on the outer edge, parents and children (such as Year and Quarter) will by default be shown using a common axis scale. However, because Year and Quarter have different magnitudes, the markers in child graphs may be extremely small and hard to read against the parent scale. (Hierarchical columns do work well with the Advanced Trellis subtype, however, because each data cell is a different scale.)
Editing a Gauge View
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Narrative Views
This is a short description.
You use a narrative view to provide information such as context, explanatory text, or extended descriptions along with column values.
In a narrative view, you can include values from attribute columns, hierarchical columns, and measure columns. For a hierarchical column, you can use selection steps to display hierarchy levels with the hierarchical column. For example, create a step to select members based on hierarchy and add members of the specified level. You cannot drill in narrative views.
Editing a Narrative View
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Display the "Results tab: Narrative editor". For information, see "Editing Views".
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In the Narrative box, specify the columns to include in the view. To do so, use an at sign (@), optionally followed by a number. For example, include @2 to indicate the second column per the order of the column criteria.
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Complete other fields as needed.
Column Selector Views
A column selector is a set of drop-down lists that contain pre-selected columns. Users can dynamically select columns and change the data that is displayed in the views of the analysis.
One drop-down list can be attached to each column in the analysis, and multiple columns can be attached to each drop-down list. You can create drop-down lists for attribute columns and measure columns. Updates that you make in the column selector view affect all the data views in the analysis.
You add columns to drop-down lists from the Subject Areas pane. When you add columns in this way, they are not added to the Criteria tab for the analysis. Instead, when you display the Criteria tab, you see that the column is now referred to as a "Column Group" with the default column for the list specified also. The default column is the one on which you created the drop-down list.
Editing a Column Selector View
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Display the "Results tab: Column Selector editor". For information, see "Editing Views".
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Select Include Selector for each column for which you want to include a drop-down list of columns. Ensure that the column is highlighted in the editor.
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To add a new column to a drop-down list, double-click the column to add in the "Subject Areas pane".
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Complete the other fields as appropriate.
View Selector Views
This is a short description.
A view selector view enables users to select a specific view of the results from among the saved views for an analysis. When placed on a dashboard, the view selector is displayed as a list from which users can choose the view that they want to display below the selector.
Generally, you would include views in the view selector that are not being displayed in the Compound Layout view. For example, you might create a table, graph, gauge, and view selector view for an analysis, but include only the table and view selector view on the Compound Layout view. When the analysis is displayed on a dashboard page, users can select the graph or gauge view from the view selector view.
Editing View Selector Views
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Display the "Results tab: View Selector editor". For information, see "Editing Views".
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In the Available Views list, select the views to be included in the view selector and move them into the Views Included list.
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Complete other fields as needed.
Legend Views
You use a legend view to document the meaning of special formatting used in an analysis, such as the meaning of custom colors that are applied to gauges.
Editing a Legend View
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Modifying the Layout of Data in Views
Each editor for a data view contains the "Layout pane", except for the map editor. The Layout pane is displayed slightly differently for each view type, such as graphs and pivot tables. The Layout pane shows how the data in a view is laid out using drop targets. For more information on drop targets, see "Drop Targets".
You use the Layout pane to modify the way that data is arranged in the view. Specifically, you can:
Modify the data in the view, as described in "Adding and Rearranging Columns in Views"
Set properties, as described in "Setting Properties for View Bodies and Drop Targets"
Add totals, as described in "Adding Totals to Tables and Pivot Tables"
Display running sums and relative values, as described in "Displaying Running Sums and Relative Values for Measure Columns in Pivot Tables"
Define section sliders in graphs and gauges, as described in "Defining a Section Slider in a Graph or Gauge"
Add legends to graphs by selecting the Show In Legend box in the Layout pane
Drop Targets
In the Layout pane, the columns in a data view are displayed in drop targets. Drop targets indicate where a column can be inserted, moved to, or dropped. They represent a valid position for a column.
You use drop targets to modify the way data is arranged in a data view by dragging and dropping columns to different targets within the view.
Each data view contains the following drop targets:
<view-type> Prompts — Provides an interactive result set that enables users to select the data that they want to view. The values from the columns that are displayed in this drop target are used as the initial criteria. In a view, these values are displayed in a drop-down list for selection, which is often referred to as the "page edge."
Sections — Populates the areas that divide the view into sections. If you select the Display as Slider option in this drop target, then the values of the columns that are dropped in the Sections drop target are displayed as a section slider rather than as unique views.
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<view-type> area — Simulates the plot area or the body of the view itself and assists you in seeing what the view looks like.
For tables, this area contains the Columns and Measures drop target, which contains all the columns in the view. In tables, all measures are treated as columns.
For all other data views, this area contains the following drop targets:
Measures drop target — Populates the part of a view that contains summary data. Depending on the type of view, this area might include a single Measures drop target (for example, for pivot tables) or might contain subdrops targets (for example, the Bars (Y1-Axis) and the Lines (Y2-Axis) for line bar graphs). You drag and drop measure columns to these drop targets.
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Other drop targets — Used to summarize the columns in the measure drop target or targets. You generally drag and drop attribute and hierarchical columns to these drop targets.
The other drop targets that are displayed in a view depend on the type of view as described in Other Drop Targets in Data Views.
Excluded — Excludes columns from the view results but leaves the columns as part of the analysis. See "Columns in the Excluded Drop Target" for more information.
In addition, each <view-type> area, except for the Table area and the Trellis area, contains the Measure Labels element. The Measure Labels element represents the labels for all the Measures columns in the drop targets in the Measures area. You can modify how measure labels are shown in a view by dragging it from one drop target and dropping it in another. For example, in a vertical bar graph, you can show each measure label in a different color by dragging and dropping the Measure Labels element to the Vary Color By drop target.
In pivot tables, you can also edit the format of measure labels or hide them.
Other Drop Targets in Data Views
Short sentence or paragraph to describe the configuration table.
View | Drop Target or Targets |
---|---|
Pivot table |
Includes these drop targets:
|
Gauge | Rows — Shows the columns that are displayed in the gauges. |
Bar, line, area, line-bar, time series line, pareto, scatter, or bubble graph |
Includes these sub-drop targets within the main drop target (Bars, Line, Area, Bars & Lines, Line, Points or Bubbles). Target names differ depending on graph type. For example, Group By is Bubbles for bubble graphs and Points for scatter graphs.
|
Radar graph | Radar Sections — Shows column values as points on each line along a radius of the circle. |
Pie graph |
Includes these drop targets:
|
Funnel graph | Stage — Shows each column value as a stage in the funnel. |
Trellis |
Includes these drop targets:
Includes these sub-drop targets within the main drop target
Visualization for simple trellis views:
Includes these sub-drop targets within the main drop target
Visualization for advanced trellis views:
|
Columns in the Excluded Drop Target
A column in the Excluded drop target is not included in the view results but still remains as part of the analysis. A column can be placed in the Excluded drop target after views have been created for the analysis in various ways. A general rule is that a column is placed in the Excluded drop target for a view if it is not added explicitly to one or all views.
Some of the ways in which a column is placed in the Excluded drop target are as follows:
You select the Exclude Column option from the right-click menu in a table or pivot table view.
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You select a column from the Subject Areas pane to add to views in an analysis as described in the following scenarios:
Criteria tab — If you add a column from the Subject Areas pane to the Selected Columns pane after displaying the analysis results and the Exclude from existing views, but display in new views option is selected for the Display of Columns Added in the Criteria tab property in the "Analysis Properties dialog: Data tab"), then the column is placed in the Excluded drop target of the existing views' Layout pane but included in any new views that you add.
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Results tab — The behavior might differ depending on whether you add columns to a view editor or to the Compound Layout
View Editor — If you add a column from the Subject Areas pane to a view, then you place the column in that view. The column is placed in the Excluded drop target for all other views in the analysis.
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Compound Layout — If you double-click a column in the Subject Areas pane, then you place the column in a default drop target of the Layout pane for all existing views in the current Compound Layout. The column is placed in the Excluded drop target for all other views in the analysis.
If you drag and drop a column from the Subject Areas pane to a tabular view, then you place the column in the drop target for that view. The column is placed in the Excluded drop target for all other views in the analysis.
If you want a column that is in the Excluded drop target to be displayed in a view, then you can easily move it. Simply display the Layout pane for the view, and drag and drop the column from the Excluded drop target to the desired one.
Excluding columns differs from removing columns. You can use the Remove Column option from the More Options button in the Layout pane for a view to remove a column entirely from the analysis.
Aggregation and the Excluded Drop Target
In a pivot table or graph that includes columns in the Excluded drop target, an aggregation rule is applied to aggregate measures in the data body of the view to a single value. For example, suppose that you have the following columns in the Selected Columns pane:
Region |
City |
Dollars |
---|---|---|
East |
NY |
1000 |
East |
Boston |
500 |
If the City column is placed in the Excluded drop target, then the view typically displays the following:
East 1500
The aggregation rule is applied to aggregate 1,000 and 500 into 1,500. In a pivot table or graph, the aggregation rule that is specified in the "Edit Column Formula dialog" applies. For a pivot table, you can select a specific aggregation rule using the More Options menu in the Layout pane.
Suppose that you wanted the table, pivot table, or graph to show the following values:
East 1000
East 500
To achieve this aggregation, include both Region and City columns in the view layout, but hide the City column using its "Column Properties dialog: Column Format tab"
Drop Target Guidelines for Graphs and Funnel Graphs
The following restrictions and guidelines apply to dragging columns from one drop target and dropping them in another in graphs and funnel graphs:
A bubble graph requires at least three measures. Plot one measure on the horizontal axis, another measure on the vertical axis, and a third measure on the bubble size axis.
In a bubble, line-bar, scatter, or funnel graph, you cannot drag and drop measure labels.
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A pareto graph can have only one measure.
If you drop another measure on the Measures drop target, then the measures are swapped; that is, the existing measure is replaced by the newly dropped measure and is moved automatically to the Excluded drop target.
A time series line graph requires a single date or date-time data column to be selected on the horizontal axis. It has a single vertical axis, but supports multiple data series.
A scatter graph requires at least two measures. For example, you can plot one measure column on the horizontal axis and another measure column on the vertical axis. These measures are plotted for values on the Group By axis.
A funnel graph uses two measures but only one is required. If you do not select a second measure, then the first measure is used for the second measure. If you have selected two measures and then select a new measure, then the new measure replaces the measure currently in the Actual Measures drop target.
Drop Target Guidelines for Trellises
The following guidelines apply to working with drop targets in trellises:
Expanding Drop Targets in Trellises — The Layout Pane of the trellis editor is notably different in that it is vertical rather than horizontal. When drop targets contain more data than can be shown within this more narrow Layout Pane, the drop target containers expand on hover. That is, when you hover the mouse over an overfilled drop target, you see the complete selection of measures and columns, and you can move and reorder even the measures and columns that were not visible before the hover. The chosen item appears with a slight transparency as you drag it.
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Placement of Measures — The following are considerations to keep in mind as you work with measure columns in trellis views:
Measures can be reordered within the measures drop targets by dragging left or right.
In simple trellis views, measure columns can be placed only on the measure edge of Color By or Group By.
In some simple trellis visualizations (scatter graphs, bubble graphs, and line-bar graphs), you can swap measures. If you drag an existing measure from one axis and drop it in the target for another axis, the two measures' positions in the view are swapped.
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Scatter graphs, bubble graphs, and line-bar graphs allow a single measure per axis, as follows:
Scatter graph drop targets: Horizontal Axis, Vertical Axis
Bubble graph drop targets: Horizontal Axis, Vertical Axis, Size
Line-bar graph drop targets: Bar Axis, Line Axis
In advanced trellis views, measures comprise the innermost column headers of the trellis.
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When moving measures from the Color By drop target to or from the Group By drop target:
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Dragging a single measure moves all the measures along with it. (This is known as sticky behavior.)
Exception: Upgraded analyses automatically select the Treat as an Attribute Column box for measures (in the "Edit Column Formula dialog: Column Formula tab"), so this sticky measure behavior only happens if you deselect the Treat as an Attribute Column box for existing measures.
Dragging a new measure into the view moves all existing measures to wherever you place the new measure.
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To place a measure on the non-measure edge of a visualization, or in the Rows target or Columns target, you must first convert the measure to an attribute column. You do this in the "Edit Column Formula dialog: Column Formula tab".
Attribute columns can be dragged out of the Measures drop target without causing the drop target or the measures inside it to move with the attributes.
Adding and Rearranging Columns in Views
Using the view editor and the Layout pane, you can easily modify and change the order of columns in the following ways:
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Drag and drop columns in tables and pivot tables to the desired positions in the editor using the handles and drop targets. For example, if you have two columns in the Rows section of a pivot table, reverse the order of the columns by dragging and dropping the first column after the second one. In a table, you can drag and drop columns, but you cannot stack columns, as you can in a pivot table.
You can also drag and drop columns in this way in the Compound Layout.
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Drag and drop columns in the Layout pane. A target is active and ready for the "drop" when it appears highlighted. When you hover the mouse pointer over a column in the Layout pane, the cursor state changes from the pointer to a move cursor when you can "grab" the column and move it over a drop target. For example, you can easily move a column in a pivot table from the Rows drop target to the Sections target to create a unique pivot table for each value in the column.
For details of dragging and dropping columns in the Layout pane of the trellis editor, see "Drop Target Guidelines for Trellises".
For more information on drop targets, see the "Layout pane".
Add a column to a graph or gauge. To do so, drag the column from the Subject Areas tab to the appropriate location in the view editor or to a drop target in the Layout pane.
Remove columns in the Layout pane. For example, you can easily remove a column in a view by selecting Remove Column from the More Options button. Removing columns differs from excluding columns, which is described in "Drop Targets".
This list provides only a partial summary of where dragging and dropping can occur. You can drag and drop columns and catalog objects whenever you see the "Subject Areas pane" and "Catalog pane". You can also drag and drop items in views on dashboards. See "Columns in the Excluded Drop Target" for more information.
Setting Properties for View Bodies and Drop Targets
In the Layout pane, you can click the Properties button to display a dialog in which you specify properties for the view body (such as Pivot Table) or for a drop target (such as Sections). For example, you can specify whether to display headings, set background color, and insert page breaks.
Modifying the View Body or Drop Target Properties
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Adding Totals to Tables and Pivot Tables
In the Layout pane, you can add totals for columns in tables and pivot tables. You can position the totals at various locations in the view. You can add totals for columns that are displayed on the various edges. For each measure, the total uses the aggregation rule for that measure. The default aggregation rule for a measure column is specified in the Oracle BI repository, or by the original author of the analysis.
If you specify a total in the Rows or Columns drop target of a pivot table, then the totals that are displayed are the result of the columns that are specified in the Measures drop target. Total values are not displayed on the Columns or Rows edges of the pivot table but rather in the data in the center of the pivot table.
Adding Totals to a View
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Edit the analysis.
In the results tab, click Edit View for the view.
Display the "Layout pane" for the view.
To add grand totals to the entire view:
For a table, in the Columns and Measures drop target, click the Totals button, then click the location such as Before.
For a pivot table, in the Rows or the Columns drop target, click the Totals button, then click the location such as After.
To turn on and off the totals that apply to all the values in the drop target, click the Totals button beside the drop target name, such as Sections. Then select the location for the total, such as Before the data items. A totals area is added to the view.
Displaying Running Sums and Relative Values for Measure Columns in Pivot Tables
You can use the Layout pane to display running sums or the relative value of measure columns in pivot tables, as described in the following sections.
Running Sums for Measure Columns in Pivot Tables
In a pivot table, you can display numeric measures as running sums, where each consecutive cell for the measure displays the total of all previous cells for that measure. This option is a display feature only that has no effect on actual pivot table results.
Typically, running sums are displayed for duplicated attribute columns or for measure columns for which the option to show data as a percentage of the column has been selected, with the last value being 100 percent. Running sums apply to all totals. The running sum for each level of detail is computed separately.
Column headings are not affected when the running sum option is selected. You can format the column heading if you want it to indicate that the running sum option is in effect.
The following usage rules are in effect for running sums:
A running sum is incompatible with the SQL RSUM function (the effect would be a running sum of the running sum).
All running sums are reset with each new section. A running sum does not reset at a break within a section or continued across sections.
If a measure does not display in a single column or in a single row, then the measure is summed left to right and then top to bottom. (The lower right cell contains the grand total.) A running sum does not reset with each row or column.
You cannot specify rolling minimums, maximums, and averages in the Layout pane. You can include these if administrators create formulas for them in the metadata repository.
Displaying a Measure as a Running Sum
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Edit the analysis.
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In the results tab, click Edit View for the view.
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In the Layout pane for the pivot table, in the Measures area, click the More Options button for the row or column to be summed and select Display as Running Sum.
Relative Values for Measure Columns in Pivot Tables
In a pivot table, you can dynamically convert a stored or calculated measure into a percent or an index. This shows the relative value of the item, compared to the total, without the need to explicitly create a calculated item for it. You can view the measure as a percentage between 0.00 and 100.00, or as an index between 0 and 1.
For example, if you are using a pivot table to examine sales by product, then you can duplicate the sales measure and view it as a percentage of the total. This enables you to see the actual sales, and the percentage of sales, that each product accounts for.
Showing an Item as a Relative Value
The analysis you are creating or editing must include a heirarchical column.
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Selection Sliders in Graphs and Gauges
A section slider displays members of one or more attribute or hierarchical columns as values on a rectangular bar and provides mechanisms to select a value. You use a section slider to limit the data that is shown in a graph or gauge.
A section slider consists of the following components:
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Slider bar — Displays the members of one or more attribute or hierarchical columns as values along a rectangular bar.
Note: The administrator configures the maximum number of values that can be displayed on the slider bar. However, you can set a maximum lower than the system maximum by setting the Maximum number of section slider values field in the "Section Properties dialog". Slider thumb — Indicates the current value of the section slider. You can drag the thumb to the desired value.
Decrease button — Moves the slider thumb to the value to the left of the current value.
Increase button — Moves the slider thumb to the right of the current value.
Play button — Sequentially moves the thumb through the slider values. After being clicked, the play button changes to a pause button to allow you to stop on a particular value.
Defining a Section Slider in a Graph or Gauge
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Interactions in Views
You can specify the types of interactions that are to occur when users:
Click in a data view. See "Click Interactions in Views".
Right-click in a table, pivot table view, or trellis at runtime. See "Right-Click Interactions in Views"
Click Interactions in Views
You can specify the types of interactions that are to occur when users click (that is, left-click) in a data view. The following types of interactions are available:
None — Specifies that nothing happens when users click the column heading or a value. This option turns off drilling for attribute columns; it does not turn off drilling for hierarchical columns.
Drill — Enables users to drill down to more detailed information. See "Drilling in Views".
Action Links — Enables users to click a hot spot in a data view and then select an action link to execute an action, such as navigating to a saved analysis. See , "Actions"."
Send Master-Detail Events — Sends master -detail events in a master-detail relationship. See "Master-Detail Linking of Views" and "Linking Views in Master-Detail Relationships".
You create interactions at the criteria level using the "Column Properties dialog: Interaction tab". Interactions that you create take effect in all data views (that is, tables, pivot tables, graphs, funnel graphs, trellises, gauges, and maps).
Right Click Interactions in Views
You can specify the types of interactions that are to occur for an analysis when users right-click in a table, pivot table view, or trellis at runtime. The following right-click interactions are available:
Drill (when not a primary interaction)
Move Columns
Sort Columns
Add/Remove Values
Create/Edit/Delete Groups
Create/Edit/Delete Calculated Items
Display/Hide Sub-totals
Display/Hide Running Sum
Include/Exclude Columns
You enable right-click interactions for an analysis using the "Analysis Properties dialog: Interactions tab". Right-click interactions that you enable take effect in all data views except graphs, gauges and maps.
Drilling in Views
If the administrator has configured columns for drilling in the subject area, then you can allow users to drill in data in tables, pivot tables, graphs, trellises, gauges, and maps. Drilling is a way to navigate through data in views quickly and easily.
In Which Columns Can I Drill
You can drill in attribute columns and hierarchical columns. For information on drilling in columns, see "Drilling in Results".
How Do I Allow Drilling in Columns
As the content designer, you specify whether users can drill in particular columns in views on dashboards. You control whether drilling is allowed in particular columns by specifying options in the "Column Properties dialog: Interaction tab".
If drilling is not a primary interaction of a particular column (as set in the "Column Properties dialog: Interaction tab"), then you can allowing drilling as a right-click interaction in table and pivot table views at runtime. To do so, you select the Drill (when not a primary interaction) option in the "Analysis Properties dialog: Interactions tab".
Effects of Drilling on Filters and Selection Steps
This is a short description.
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Hierarchical columns: No steps are added to the selection when you expand or collapse members in a hierarchical column. That is, the expanding and collapsing does not change the selection of data for the column.
For example, suppose that you create a pivot table in which you select 2008 as the only member in the Time dimension, and you arrange the data so that this one Time member is the column header in the pivot table. You can expand to show quarters in 2008 and then the months in the last quarter. At this point the pivot table has child members for 2008, Q1 2008, Q2 2008, Q3 2008, Q4 2008, October 2008, November 2008, and December 2008. If you display the Selection Steps pane, however, you see that the selection for the Time dimension still contains only the 2008 member.
Expanding and collapsing in a hierarchical column affects only that particular view. No other views are affected.
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Attribute columns: You can drill down from the row heading or column heading or from a member in an attribute column. Drilling on a heading adds the lower level to the view. Drilling on a member adds the lower level and affects both filters and selection steps:
Drilling on a member adds a filter for the current member, thereby limiting the results. For example, if you drill on the Game Station member in a table that includes the P1 Product column, you add the E1 Sales Rep Name column, which adds a filter that specifies that P1 Product equals Game Station.
Drilling on a member adds the lower-level column to the analysis and updates the column in the Selection Steps pane without providing a step update during design.
Sorting Data in Views
When you create an analysis, you can specify sorting for the results that are displayed in graphs, pivot tables, tables, and trellises.
Common Sort Functionality
Some sort functionality is common to graphs, pivot tables, tables, and trellises, although you cannot sort values interactively on a graph.
Graphs, pivot tables, tables, and trellises reflect the sorting that you specify in the Selected Columns pane of the Criteria tab for attribute columns and hierarchical columns. Use the Sorting menu options that are available from the Options button for a column. These sorting options provide the ability to sort by a single column or by multiple columns, each in either ascending or descending order. By creating sorts for multiple columns, you can specify multiple level sorts such as second-level and third-level sorts of the data. These sort levels are indicated with numbers and a sort icon for the column in the Criteria tab.
The options that you specify on the Criteria tab serve as the initial sorting state of the analysis. You can modify the sort later when the analysis is used in a table, pivot table, or trellis.
When you sort items in a hierarchical column, you always sort within the parent. That is, children are never sorted outside of their parent. The children are displayed below the parent in the proper sort order; the parent is not sorted within its children.
If you include totals in a view, then those values are not sorted. They remain in the location in which you placed them, regardless of sorting.
If you sort an attribute column or hierarchical column that includes a group, then that group is always displayed at the bottom of the list. If there are multiple groups, then the groups are listed in the order in which their corresponding steps are specified in the Selection Steps pane.
Sorting Data
Sorting allows you to quickly sort rows and columns of a view, either from lowest to highest data values, or from highest to lowest. You can also return the order to the order in the data source by clearing all sorts. You can specify alphanumeric sorts on the row and column edges of pivot table views, table views, and trellis views.
You make sorting specifications in various ways, including those in the following list:
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the column and select the appropriate sort option from the menu. For more information on the sorting options menu, see "Sorting Options Menu".
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Right-click in a pivot table, table, or trellis, select Sort or Sort Column (whichever is available), and then select the appropriate sorting option from the menu. For more information on the sorting options menu, see "Sorting Options Menu".
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Hover the mouse pointer over the area to the right of the column name in the header of a pivot table, table, or trellis and click either the upward-facing triangle (Sort Ascending) or the downward-facing triangle (Sort Descending) for that column. These sort specifications override those that you make with the right-click menu.
If you see a shaded-in sort button in the column header or the row header, then you know that the column contains a primary sort. You can add a second-level or third-level sort by hovering over another innermost column header or row header and clicking the appropriate sort button or clicking the right-mouse button.
Any sorting options that you specify in a view override those that were made in the Selected Columns pane.
Clearing Sorts
You can use various methods to clear sorts:
For sorts that have been applied in the Selected Columns pane, click Clear All Sorts in All Columns. The sort specifications that you made in the Selected Columns pane are removed. Sorts that you specified in a view remain.
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For sorts that have been applied directly in a pivot table, table, or trellis:
Click a sort button in an unsorted column to remove the primary sort from the column to which it now applies and apply it to the column whose button you just clicked.
Select the Clear All Sorts in View option from the right-mouse menu.
Saving a View
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If you want to save a view:
In a new analysis or in an existing analysis, click the Save Analysis toolbar button in the "Analysis editor"
In an existing analysis that you must save as another name, click the Save As toolbar button in the "Analysis editor"
If this is the first time that you are saving the analysis, or you are saving an existing analysis as another name, then the "Save As dialog" is displayed where you specify the information for saving the analysis.
Renaming a View or Compound Layout
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Rearranging a View
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Printing Views
This is a short description.
You can print views using HTML or Adobe PDF (Portable Document Format). Adobe Reader 6.0 or greater is required to print using Adobe PDF.
You can also specify PDF and print options, including adding headers and footers. For more information on printing, see "Changing Print Options for a View"
A single view from the view's editor
An assemblage of views that are displayed in the "Compound Layout"
Printing a Single View or an Assemblage of Views
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Create or edit an analysis.
If you want to print:
A single view, on the toolbar of the view's editor, click the Print this analysis button.
The assemblage of views displayed in the Compound Layout, in the "Analysis editor: Results tab" toolbar, click the Print this analysis button.
Select Printable HTML or Printable PDF.
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For HTML, a new window shows the view or views to print.
From the File menu, select Print.
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For PDF, an Adobe PDF window shows the view or views to print.
Use the options that are available in the Adobe PDF window to save or print the file.
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Changing Print Options for a View
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Previewing How a View is Displayed on a Dashboard
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If you want to preview:
A single view, on the toolbar of the view's editor, click the Show how results will look on a Dashboard button.
The assemblage of views that are displayed in the Compound Layout, in the "Analysis editor: Results tab" toolbar, click the Show how results will look on a Dashboard button.
The dashboard preview is displayed in a new window. Any prompts are displayed and applied in the preview.
Removing a View
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If you want to remove a view from:
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A compound layout, in the view in the "Compound Layout", click the Remove View from Compound Layout button.
Removing a view from a compound layout removes it only from the compound layout, not from the analysis.
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An analysis, in the "Views pane", select the view and then click the Remove View from Analysis toolbar button.
Removing a view from an analysis removes the view from the analysis and from any compound layout to which it had been added.
Customizing Views for Delivery to Agent Users
Delivery content is automatically formatted based on the destinations that you specify in the "Agent editor: Destinations tab". You can manually control which view or views are sent to a particular destination by including them in a compound layout.
Controlling which Compound Layout is Sent to a Destination
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For the appropriate analysis, create and save the view to use for delivered content.
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On the toolbar of the "Analysis editor: Results tab", click the Create Compound Layout button.
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Add the view that you created to the newly created compound layout.
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On the toolbar of the "Analysis editor: Results tab", click the Edit Analysis Properties button.
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In the View for Text Delivery box, select the compound layout to which you added the view.
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Click OK.
Master-Detail Linking of Views
This is a short description.
Master-detail linking of views enables you to establish a relationship between two or more views such that one view, called the master view, drives data changes in one or more other views, called detail views.
Suppose you have the following two views:
A table that shows Number of Applicants by State
A graph that shows Number of Applicants by Source with State on a section slider
Using the master-detail linking functionality, you can link the two views so that when you click a particular State in the table, the State on the section slider of the graph as well as the data in the graph changes to reflect the State that was clicked on the table.
Master Views
This is a short description.
A master view drives data changes in one or more detail views. A view becomes a master when you set up the interaction of a column in the view to send master-detail events on designated channels. This column is known as the master column.
The master column is the column whose values when clicked send a master-detail event, which passes information to update the data in a detail view.
The following types of views can be master views:
Graph
Funnel graph
Gauge
Map
Pivot table
Table
Trellis (only the outer edges, not the inner visualizations)
A master view can be in the same analysis as the detail view or in a different analysis. A master view can update data in one or more detail views.
What Types of Columns Can Be Master Columns
Any type of column — hierarchical, attribute, or measure — can be a master column. However, the master column cannot be displayed on the page edge or the section slider in the master view. It must be displayed in the body of the view.
What Information Do Master-Detail Events Pass
When a master-detail event is raised, it passes the definition of the cell (or item) in the master view that was clicked. The specific information it passes depends on the type of column:
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For an attribute column, it passes the clicked value and the contextual information to the left and above the axis member.
For example, in Master-Detail Event Information for an Attribute Columnif the attribute column District is the master column, and you click CHICAGO DISTRICT (Bold), then the master-detail event information passed is Region=CENTRAL REGION and District=CHICAGO DISTRICT.
Master-Detail Event Information for an Attribute Column Region District Year Hires Central Region Chicago District 1998 30 1999 45 2000 53 Cincinati District 1998 7 1999 20 2000 13 Kansas City District 1998 51 1999 43 2000 46 Eastern Region Boston District 1998 17 1999 37 2000 25 New York District 1998 50 1999 52 -
For a measure column, it passes all the contextual information for the data value.
For example, in Master-Detail Event Information for a Measure Column, if the measure column Hires is the master column, and you click 53 (Bold), then the master-detail event information passed is Region=CENTRAL REGION, District=CHICAGO DISTRICT, and Year=2000.
Master-Detail Event Information for a Measure Column Region District Year Hires Central Region Chicago District 1998 30 1999 45 2000 53 Cincinati District 1998 7 1999 20 2000 13 Kansas City District 1998 51 1999 43 2000 46 Eastern Region Boston District 1998 17 1999 37 2000 25 New York District 1998 50 1999 52
The master-detail event information defines the position of a page edge or a section slider in a detail view.
What Are Channels
A channel links a master view to a detail view. It is the vehicle that carries master-detail events from the master view to the detail view. The same channel must be used for both the master view and the detail view in a master-detail relationship, for example, Channel1.
Detail Views
A detail view is a view that listens for and responds to master-detail events sent by a master view on a specified channel. A view becomes a detail view, when you set up the view to listen to master-detail events.
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Be on the page edge or the section slider of the detail view. Whether a detail column is displayed on the page edge or a section slider, depends on the type of view:
For pivot tables and tables, it must be on the page edge
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For graphs and gauges, it can be on the page edge, or on the section sliderNote: If a detail column is on a section slider and a page edge is present, the detail column is not updated by the information in the master-detail event. For example, if the information in the event is Region=CENTRAL and Year=2009, and the page edge of the detail view has Region and the section slider has Years, then only the Region is updated.
Match a column in the master view
When a detail view contains multiple detail columns, it is listening for and responding to master-detail events on multiple channels.
Graph
Funnel graph
Gauge
Table
Pivot table
Trellis (only the outer edges, not the inner visualizations)
A detail view:
Can listen for master-detail events from multiple master views
Can be in the same analysis as the master view or in a different analysis
Cannot act as a master to another view
How Does Master-Detail Linking of Views Work
When a master view and a detail view are linked and a user clicks a cell (or item) in the master column, a master-detail event is generated on the designated channel and the master-detail event information is passed to the detail view.
The detail view (which is listening on the designated channel for master-detail events) receives the event and the master-detail event information. It reviews the master-detail event information to determine which column in this information matches the detail column. When it finds a match, it takes the column values in the master-detail event information, updates the detail column, and then refreshes the entire detail view.
Linking Views in the Master-Detail Relationships
To link views in master-detail relationships, you must define the master view and the detail view.
For more information on master-detail linking, see "Master-Detail Linking of Views"
Defining the Master View
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Defining the Detail View
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