Creating and Using Business Views

8 Creating and Using Business Views

This chapter describes how to create and format different types of Oracle Business Activity Monitoring (Oracle BAM) views, which display data fetched by business queries and key performance indicators (KPIs).

This chapter includes the following sections:

8.1 Understanding Business Views

A business view or view is a visual representation of data fetched by a business query or one or more KPIs.

In most views, numeric data fields, called measures, are grouped by non-numeric data fields, called dimensions. For example, sales, a measure, can be grouped by country, a dimension. An aggregation is a computation based on multiple values in a data field, such as a sum or average.

Note:

The underlying query determines the order in which a view displays multiple measures or dimensions. See Creating Business Queries for more information.

Table 8-1 lists view categories and view types within each category.

Oracle BAM uses various view types based on Oracle Application Development Framework’s Data Visualization Tools (DVT). They are:

Graph Views
Chart Views
Table Views
Gauge Views
Geo Map View
Treemap View
KPI Watchlist View

Area Chart, Bar Chart, Horizontal Bar Chart, Line Chart, Pie Chart, Combo Chart, Scatter Chart, and Bubble Chart views are collectively called chart views. There are corresponding graph view variations of each of these views.

Some graph views are switchable. They can be changed to a compatible type. Provided that queries are compatible, some views are switchable with each other. These are Area, Bar, Horizontal Bar, Line, Pie, and Combo views. Gauge views are switchable within the category.

You can format views in many ways, changing colors, fonts, labels, thresholds, and other properties. See Formatting Business Views for more information.

You can configure view characteristics that can be changed dynamically at runtime. You can configure how users can display more detailed data, which is called drilling. You can configure actions that the end user can perform on the view. You can also configure active data, which changes the query on which the view is based to a continuous query. See Runtime Interactions with Business Views for more information.

Table 8-1 Business View Categories and Types

Category	Business View Types	Business Query Requirements	Recommended If
Area	Area Stacked Area Area Chart	Group SQL Query	The X-axis is a single consecutive dimension, such as a datetime field, and the data lines are unlikely to cross.
Bar	Bar Dual-Y Bar Stacked Bar Dual-Y Stacked Bar Bar Chart	Group SQL Query	The horizontal axis displays multiple or non-consecutive dimensions.
Horizontal Bar	Horizontal Bar Dual-Y Bar Stacked Bar Dual-Y Stacked Bar Horizontal Bar Chart	Group SQL Query that does not use a time series	The vertical axis displays multiple or non-consecutive dimensions.
Line	Line Dual-Y Line Stacked Line Dual-Y Stacked Line Line Chart	Group SQL Query	The X-axis is a single consecutive dimension, such as a datetime field, and the data lines are likely to cross.
Pie	Pie Multiple Pie Ring Multiple Ring Pie Chart	Group SQL Query	You are analyzing a single measure by a single dimension, or for a Multiple variation, several measures by the same dimension, and your data has no negative values.
Combo	Combo Graph Combo Chart	Group SQL Query	You are comparing very different measures.
Table	List Action List Collapsed List Pivot Table	List and Action List: Flat SQL Query Collapsed List: Group SQL Query with one or more aggregation types, one or more measures, and one or more dimensions Pivot Table: Group SQL Query with one or more aggregation types, one or more measures, and two or more dimensions	You want to display exact numbers instead of a graph, or to show data in tabular format.
KPI Watchlist	KPI Watchlist	One or more Realtime or Scheduled KPIs	You are interested in a set of related critical measures.
Gauge	Dial Dial with Thresholds Arrow Statusmeter Vertical Statusmeter Circular Status Meter Horizontal Status Meter	Group SQL Query with no dimensions	You are interested in the aggregated value of a single critical measure.
Geo Map	Point Theme Color Theme GPS Theme	Point Theme: Flat SQL Query with address and country code fields or latitude and longitude fields, and one measure GPS Theme: Flat SQL Query with latitude and longitude fields and one measure Color Theme: Flat SQL Query, one measure, see Table 8-6 for location fields	Geography is especially important in analyzing a measure.
Scatter	Scatter Graph Scatter Chart	Group SQL Query with at least two measures	You are interested in the relationship between two measures.
Bubble	Bubble Graph Bubble Chart	Group SQL Query with at least three measures	You are interested in the relationship between three measures.
Treemap	Treemap	Tree Model Query	Dimensions are hierarchical, for example: country, state or province, and city.

8.2 Business View Prerequisites and Uses

Business View prerequisites are tasks you must complete before you create a business view, to ensure its smooth functioning.

Before you can create a business view, you must do the following:

Add to your project the data object containing the data the view will display. For more information about projects, see Planning and Creating Projects. For more information about data objects, see Working with Data Objects.
If you are creating a KPI Watchlist type view, create one or more KPIs on which to base the view. For more information about KPIs, see Creating KPIs.
If you are creating any other view, create a business query on which to base the view. See the Business Query Requirements column in Table 8-1 for the type of query to create. See Creating Business Queries for more information about queries.

You cannot use a Continuous Query in any view. However, you can make data active in most views. See Using Active Data for more information.

After you create business views, you can use them in the following ways:

In a dashboard

A dashboard contains a group of related business views. To display data to users, a view must be included in a dashboard. See Creating Dashboards for more information.

You can use a bottom-up approach and create views before creating a dashboard. Or you can use a top-down approach and create a dashboard before creating the views within it. See Creating a Dashboard and Adding Views and Choosing Bottom-Up or Top-Down Project Building Steps for more information.

With a parameter

Business views do not interact with parameters directly. However, you can filter query data using a user-specified parameter value, which changes the data displayed in views that are included in a dashboard. See Creating Parameters for more information.

Views do not interact with Alerts. However, you can configure view-specific actions. See Using Actions in Business Views for more information.

If you are using Oracle JET visualizations to view business views, ensure that you use value formatting on Table business views for the values to reflect correctly as described in a data object. This is because the precision for decimal figures extends to only three decimal points. If you have more, you must use value formatting to render them as defined.

8.3 Creating Business Views

This section describes how to create and use each of the views in Oracle BAM.

This section contains the following topics:

8.3.1 Creating Chart and Graph Business Views

Business views are broadly classified as Graph and Chart views. Chart views are based on Data Visualization Tools (DVT) that provide enhanced capabilities in addition to what Graph views offer. Here are some properties specific to Chart views:

Sliding zoom wheel at the bottom of a Chart view. For bar, line, area, and combo charts, you can use the preview control located below the chart to narrow down the X-axis range and display data for the selected range.
Hide and show behavior: You can click legend buttons to hide or show selected groups or series from the chart.
“Intelligent” time axis layout: When the X-axis of a bar, line, area, or combo chart is based on time value, the DVT chart will make decisions on the spacing between neighboring groups.

For example, consider the time groups: 1st-January, 1st February, and 1st November. Because the time interval between 1st-January and 1st-February is much lesser than the time interval between 1st February and 1st November, the 1st and 2nd groups will be located much closer to each other than the 2nd and 3rd groups. Also, the number of group labels for time groups shown on the X-axis will vary based on the selected data range. For example, if you view chart data for entire range, the X-axis labels will show only the year. If you zoom in on a subset of the data, you will start to see months and days.

Business views include all those in the following categories:

An Area view shows a graphed line of values with the area filled in for visual comparison.

Figure 8-1 Area Graph Example

Description of "Figure 8-1 Area Graph Example"

In comparison with the graph view, here’s what the Chart view looks like:

Figure 8-2 Area Chart Example

Description of "Figure 8-2 Area Chart Example"

A Bar view shows vertical columns to represent summarized values.

Figure 8-3 Bar Graph Example

Description of "Figure 8-3 Bar Graph Example"

A Horizontal Bar view shows horizontal columns to represent summarized values.

In a Horizontal Bar chart, the X-axis is vertical and the Y-axis is horizontal, unlike the standard convention. This is necessary because you can switch from one graph view to another and retain the axis properties.

Figure 8-4 Horizontal Bar Graph Example

Description of "Figure 8-4 Horizontal Bar Graph Example"

A Line view shows a graphed line of values or compared values.

Figure 8-5 Line Graph Example

Description of "Figure 8-5 Line Graph Example"

A Pie view displays values in segments of a circle.

If your data contains negative values, no pies are displayed.

Figure 8-6 Pie Graph Example

Description of "Figure 8-6 Pie Graph Example"

A Combo view shows a combination of values as areas, bars, and lines in the same view.

Figure 8-7 Combo Graph Example

Description of "Figure 8-7 Combo Graph Example"

Note:

If the data is not continuous, or if the underlying query uses a Legend, using a Bar or Horizontal Bar graph is recommended. Null values in Area, Line, and Combo graphs can result in missing lines.

Scatter views are like Bubble views, except that X,Y coordinates appear as points that vary in shape and color, instead of bubbles. Except for the selection of a Bubble Size data field, the steps to create a Scatter view are the same as those to create a Bubble view.

Figure 8-8 Scatter Graph Example

Description of "Figure 8-8 Scatter Graph Example"

Here is an example of a Bubble Graph view.

Figure 8-9 Bubble Graph Example

Description of "Figure 8-9 Bubble Graph Example"

If you use a Bubble Chart and the Bubble Size attribute is a negative value, the corresponding bubble is not displayed.

There are common variations among the view types:

A Dual-Y view has two Y-axes, one on the left and another on the right.
A Stacked view displays sets of values stacked in a single segmented column instead of side-by-side in separate columns. Figure 8-4 shows a stacked horizontal bar chart with segmented bars.
A Dual-Y Stacked view is a combination of Dual-Y and Stacked.

Note:

If a measure in an Area chart is hidden behind another measure, changing the order of measures in the underlying query or switching to a Stacked Area chart is recommended.

Note:

When using multiple measures, you can sort which columns should appear first. The order will change how business view legends, bar graph and chart grouping-orders, and stacked charts display.

A view displays data from a Group SQL Query. See Creating a Group SQL Query for more information.

Although the views have differences when displayed, the steps to create any view are the same. In general, one graph view can be switched to any other. Note that Chart Switching does not apply to DVT-based chart views. Chart switching has some limitations:

Charts that use Active Data can only be switched to basic chart types, not variations such as Dual-Y or Stacked. See Using Active Data for more information.
Charts based on queries that use time series cannot be switched to any Horizontal Bar type. See Using a Time Group or a Time Series for more information.
If you switch to a Pie chart and your data contains negative values, no pies are displayed.

Note:

When using graph business views and using one view to drive results in another, attempting to drill to details in the target/driven view sometimes shows a no data to display message. This only occurs on the first drill-to-details attempt after driving. Attempt to drill to details again.

8.3.1.1 Creating a Business View: Steps

You can create views from the Designer page.

To create a view:

Go to the Designer page.
Click Business Views in the left panel navigator, or right-click Business Views and select the Create menu item.

The Business Views dialog opens.
Type a Name and optionally edit the Display Name.

The Name is case sensitive, must begin with a letter, and may consist only of letters, numbers, and the underscore character. It may have up to 128 characters. It cannot be changed after the view is created.

The Display Name is case sensitive and may contain any characters except the forward slash (/), which indicates a folder path. It may have up to 128 characters. It can be changed at any time.
Select a Category.
Select a thumbnail representing the desired view type.
Click Create.

A tab opens for the new view, with a visual preview using generic data.
Select a query from the Query drop-down list. Only Group SQL Queries are listed.

The preview changes to reflect the data fields fetched by the query.
To change the formatting of the view, click Properties. See these sections for details about formatting properties that apply to chart views:
To save the properties you have edited, click Apply.

You can use the JET-based properties editor to modify the business view properties. The sample URL for the console is http://host:port/bam/composer/streamconsole.html. Using the JET-based editor, you can view the visualization and modify the properties of the selected business view. The changes you make in the JET-based editor will persist in MDS and the ADF-based visualizations will show these changes.
To add runtime interactions to the view, click Runtime-Interaction. See these sections for details about runtime interactions that apply to chart views:
Click Save.

The preview changes to reflect changed property and runtime settings.

Note:

Views do not re-save properly after query is changed if view tab stays open while you make the query changes.

8.3.2 Creating Table Business Views

This section provides information about creating Table views. It contains the following topics:

8.3.2.1 Understanding Table Business Views

A Table view displays data values in table format. The following Table view types are available in Oracle BAM:

A List displays a list you can sort. It displays data from a Flat SQL Query.

An Action List has values in one or more columns that are editable. It also displays insert, update, and delete operations on the data object without requiring a refresh. It displays data from a Flat SQL Query.

A Collapsed List displays rows of aggregated data values grouped by one or more dimensions. You can also apply color-coded thresholds for data values. It displays data from a Group SQL query with one or more aggregation types, one or more measures, and one or more dimensions.

Figure 8-10 Collapsed List Example

Description of "Figure 8-10 Collapsed List Example"

A Pivot Table combines rows and columns to display a multi-dimensional view of aggregated data values. A Pivot Table is summarized vertically and horizontally for columns and rows. It displays data from a Group SQL query with one or more aggregation types, one or more measures, and two or more dimensions.

Figure 8-11 Pivot Table Example

Description of "Figure 8-11 Pivot Table Example"

*List views include all Table views except Pivot Tables, which are List, Action List, and Collapsed List. *List views share some features not common to Pivot Tables.

You cannot switch from one Table view type to another.

Note:

Table business views imported from previous Oracle BAM releases may have improper alignment, value and color formatting. To fix this, either manually update all previous business view properties, or simply click Save to allow them to retain the default formatting.

See Creating a Flat SQL Query and Creating a Group SQL Query for more information.

8.3.2.2 Creating Table Business Views: Steps

The steps to create any Table view are similar. Differences between the view types are noted.

To create a Table view:

Go to the Designer page.
Click Business Views in the left panel navigator, or right-click Business Views and select the Create menu item.

The Business Views dialog opens.
Type a Name and optionally edit the Display Name.

The Name is case sensitive, must begin with a letter, and may consist only of letters, numbers, and the underscore character. It may have up to 128 characters. It cannot be changed after the view is created.

The Display Name is case sensitive and may contain any characters except the forward slash (/), which indicates a folder path. It may have up to 128 characters. It can be changed at any time.
Select Table as the Category.
Select a thumbnail representing the desired view type.
Click Create.

A tab opens for the new view.
Select a query from the Query drop-down list.

Only queries meeting the view requirements are listed: Flat SQL Queries for List and Action List view types, or Group SQL Queries for Collapsed List and Pivot Table types.

A visual preview reflects the data fields fetched by the query.
To change the formatting of the view, click Properties. See these sections for details about formatting properties that apply to Table views:
To save the properties you have edited, click Apply.
To add runtime interactions to the view, click Runtime-Interaction. See these sections for details about runtime interactions that apply to Table views:
For List and Action List views, only Drill Across is supported. For Collapsed List views, Drill to Detail, and Drill Across are supported. Drilling is not supported for Pivot Table views.
Click Save.

The preview changes to reflect changed property and runtime settings.

8.3.2.3 Adjusting Column Width in Table Business Views

If the values in a column are wider than the column width, you can change the width manually in the view by dragging the separator between the column headers.

The Resizing Layout property is enabled by default. This allows you to resize columns in a List, Action List, or Collapsed List while editing it.

8.3.2.4 Reordering Columns in Table Business Views

The Reordering Layout property is enabled by default. This allows you to rearrange the order of columns in a List, Action List, or Collapsed List while viewing it in the BAM Viewer (the Home page).

8.3.2.5 Sorting Data in Table Business Views

For a List, Action List, or Collapsed List, click on the column header of the field you want to sort. An up or down arrow appears next to the column header to indicate whether this field is sorted in ascending or descending order.

To configure Pivot Table sorting:

From the view tab, click Properties.
Click Data.
For each data field in the Sorting table, select Ascending or Descending from the drop-down list.
Click Apply.

8.3.2.6 Selecting Editable Fields in an Action List

Editable fields are what distinguish an Action List from a regular List.

To enable editing of data fields:

From the view tab, click Properties.
Click Editable Fields.
Check the box for each desired field.
Click Apply.

When you view the Action List in the BAM Viewer (the Home page), values in editable field columns appear in text boxes. You can edit each table cell as needed. To enable these edits to be saved, you must configure a Save action. See Using Actions in Business Views for more information.

Note:

Custom Actions are now supported in Action Lists and you may experience errors if they have not placed the jar files in a location which can be accessed by Oracle BAM.

8.3.2.7 To Enable or Disable Pivot Table Features

A Pivot Table view has features not present in the other Table views.

From the view tab, click Properties.
Click General.
Check or uncheck Pivot Enable.

The default is checked.
Click Apply.

8.3.2.8 To Pivot the View of Data

In the view tab, click and drag a heading from a column location to a row location.

The current row headings are highlighted to indicate to where the heading will be moved.
Release the mouse button to drop the heading in the new location.

The data displayed reflects the updated combination of row and column headings.

Figure 8-12 shows a pivot table before pivoting.

Figure 8-12 Pivot Table Before Pivoting

Description of "Figure 8-12 Pivot Table Before Pivoting"

Figure 8-13 shows a pivot table after pivoting. The Region column has been moved between the Category and Product columns.

Figure 8-13 Pivot Table After Pivoting

Description of "Figure 8-13 Pivot Table After Pivoting"

8.3.2.9 To Add A Category Aggregate Function to a Pivot Table

From the view tab, click Properties.
Click Data.
Select the Aggregate Position: None, After, or Before.
Select the Aggregate Function: Sum, Average, Count, Minimum, or Maximum.
Click Apply.

8.3.3 Creating KPI Watchlist Business Views

A KPI Watchlist displays the following information for one or more key performance indicators (KPIs):

KPI lists KPI names.
Risks lists the color-coded status of risk indicators associated with each KPI.
Actual shows the most recent KPI value.
Today shows a line graph of the last ten KPI values. Older KPI values are on the left and newer values are on the right.
Target shows a horizontal bar that compares the current KPI value to a target value.

Figure 8-14 KPI Watchlist Example

Description of "Figure 8-14 KPI Watchlist Example"

See Creating KPIs for more information about how to create KPIs.

To create a KPI Watchlist view:

Go to the Designer page.
Click Business Views in the left panel navigator, or right-click Business Views and select the Create menu item.

The Business Views dialog opens.
Type a Name and optionally edit the Display Name.

The Name is case sensitive, must begin with a letter, and may consist only of letters, numbers, and the underscore character. It may have up to 128 characters. It cannot be changed after the view is created.

The Display Name is case sensitive and may contain any characters except the forward slash (/), which indicates a folder path. It may have up to 128 characters. It can be changed at any time.
Select KPI Watchlist as the Category.
Select the KPI Watchlist thumbnail.
Click Create.

A tab opens for the new view, with a visual preview of the column headings.
Select one or more KPIs from the drop-down list. To specify all KPIs, check All.

The preview changes to reflect the selected KPIs.
Click Save.

8.3.4 Creating Gauge Business Views

A gauge view displays a single value as a position on a dial or meter, or a number next to a color-coded shape.

The following gauge view types are available in Oracle BAM:

A Dial indicates the current value in a curved numeric marked gauge.
A Dial with Thresholds indicates the current value in a curved numeric marked gauge with color-coded low, medium, and high ranges.
An Arrow is an arrow shape that is color-coded according to whether the value is low, medium, or high. The direction of the arrow indicates whether the current value is higher (up), the same (right), or lower (down) than the previous value.
A Statusmeter indicates the current value in a horizontal numeric marked gauge with color-coded low, medium, and high ranges.
A Vertical Statusmeter indicates the current value in a vertical numeric marked gauge with color-coded low, medium, and high ranges.
A Circular Statusmeter Gauge indicates the current value in a circular gauge representing the numerical sum along a circular axis.
A Horizontal Statusmeter Gauge indicates the current value in a horizontal gauge representing the numerical sum along a horizontal axis.

Figure 8-15 Statusmeter Gauge Example

Description of "Figure 8-15 Statusmeter Gauge Example"

By default, color codes for value ranges are green for low, yellow for medium, and red for high. See Gauge Thresholds Properties for more information.

A gauge view displays data from a Group SQL Query with no dimensions. See Creating a Group SQL Query for more information.

Although you can only use a KPI directly in a KPI Watchlist view, you can use the Group SQL Query on which a Scheduled KPI is based in a Gauge type view. Creating a Scheduled KPI.

Although Gauge views have differences when displayed, the steps to create them are the same, and any one can be switched to any other.

To create a Gauge view:

Go to the Designer page.
Click Business Views in the left panel navigator, or right-click Business Views and select the Create menu item.

The Business Views dialog opens.
Type a Name and optionally edit the Display Name.

The Name is case sensitive, must begin with a letter, and may consist only of letters, numbers, and the underscore character. It may have up to 128 characters. It cannot be changed after the view is created.

The Display Name is case sensitive and may contain any characters except the forward slash (/), which indicates a folder path. It may have up to 128 characters. It can be changed at any time.
Select Gauge as the Category.
Select a thumbnail representing the desired view type.
Click Create.

A tab opens for the new view, with a visual preview using generic data.
Select a query from the Query drop-down list. Only Group SQL Queries with no dimensions are listed.

The preview changes to reflect the data fields fetched by the query.
Select from the drop-down list the measure data field for which the Gauge will display the value.

The preview changes to reflect the selection.
To change the formatting of the view, click Properties. See these sections for details about formatting properties that apply to Gauge views:
To save the properties you have edited, click Apply.
To add runtime interactions to the view, click Runtime-Interaction. See these sections for details about runtime interactions that apply to Gauge views:
To change to a different view type, click Chart Switcher, select Gauge, then select a view type thumbnail.

The preview changes to reflect the new view type.
Click Save.

The preview changes to reflect changed property and runtime settings.

8.3.5 Creating Geo Map Business Views

A Geo Map view displays values of a measure by location. The following Geo Map view types are available in Oracle BAM:

A Point Theme represents static locations as points on a map. It displays data from a Flat SQL Query that must include address and country code fields or latitude and longitude fields, and one measure.
A Color Theme represents geographic regions as colors on a map. It displays data from a Flat SQL Query that must include a location field and one measure.
A GPS Theme represents moving locations tracked by GPS as points on a map. It displays data from a Flat SQL Query that must include latitude and longitude fields and one measure.

Figure 8-16 Point Theme Geo Map Example

Description of "Figure 8-16 Point Theme Geo Map Example"

Latitude and longitude values must be valid. Invalid values result in data points plotted at random locations.

You cannot switch from one Geo Map view type to another.

See Creating a Flat SQL Query for more information about flat queries.

To create a Geo Map view:

Go to the Designer page.
Click Business Views in the left panel navigator, or right-click Business Views and select the Create menu item.

The Business Views dialog opens.
Type a Name and optionally edit the Display Name.

The Name is case sensitive, must begin with a letter, and may consist only of letters, numbers, and the underscore character. It may have up to 128 characters. It cannot be changed after the view is created.

The Display Name is case sensitive and may contain any characters except the forward slash (/), which indicates a folder path. It may have up to 128 characters. It can be changed at any time.
Select Geo Map as the Category.
Select a thumbnail representing the desired view type.
Click Create.

A tab opens for the new view, with a visual preview of the map.
Select a query from the Query drop-down list. Only Flat SQL Queries are listed.
To use address and country code fields to define locations for a Point Theme Geo Map, check Use Address.

The country code field values must be ISO 3166 two- or three-character country names. The eLocation geo coder supports the following country names without extra data licenses: USA, AUT, DNK, ESP, FRA, GBR, SWE, ITA, NLD, BEL, DEU, PRI, CAN, LUX, CHE, NOR, FIN, LIE, PRT, and IRL.

The address field values can be in any format that is on one line. If there is no separate country code field, the address field must include the previously listed country codes.

Be sure to include both the city and the state. Omitting the state might result in the city being plotted in an incorrect location.

If you do not check Use Address, or if you are creating a GPS Theme Geo Map, latitude and longitude fields are used.

Latitude values are +90 though –90. Longitude values are +180 through –180. Use of N, S, E, and W is not supported.

See Table 8-7 for more information about allowed location field names for a Color Theme Geo Map.
The next step depends on the previous one. Do one of the following:
- Select data fields from the Address and Country Code drop-down lists.
- Select data fields from the Longitude and Latitude drop-down lists.
Select from the Map Data drop-down list the measure data field for which the Geo Map will display the values.

The preview changes to reflect the selection.
To change the formatting of the view, click Properties. See these sections for details about formatting properties that apply to Geo Map views:
To save the properties you have edited, click Apply.
To add runtime interactions to the view, click Runtime-Interaction. See these sections for details about runtime interactions that apply to Geo Map views:
- Using Actions in Business Views
- Using Active Data
Active data is not supported for Color Theme Geo Maps.
Click Save.

The preview changes to reflect changed property and runtime settings.

8.3.6 Creating Scatter and Bubble Business Views

Bubble views are like Scatter views, except that X,Y coordinates appear as bubbles that vary in size. Except for the selection of a Bubble Size data field, the steps to create a Bubble view are the same as those to create a Scatter view.

Figure 8-17 Bubble View Example

Description of "Figure 8-17 Bubble View Example"

A Scatter or Bubble view displays data from a Group SQL Query. See Creating a Group SQL Query for more information.

To create a Scatter or Bubble view:

Go to the Designer page.
Click Business Views in the left panel navigator, or right-click Business Views and select the Create menu item.

The Business Views dialog opens.
Type a Name and optionally edit the Display Name.

The Name is case sensitive, must begin with a letter, and may consist only of letters, numbers, and the underscore character. It may have up to 128 characters. It cannot be changed after the view is created.

The Display Name is case sensitive and may contain any characters except the forward slash (/), which indicates a folder path. It may have up to 128 characters. It can be changed at any time.
Select a Category: Scatter or Bubble.
Select a thumbnail representing the desired view type.
Click Create.

A tab opens for the new view, with a visual preview using generic data.
Select a query from the Query drop-down list. Only Group SQL Queries are listed.

The preview changes to reflect the data fields fetched by the query.
Select a data field from the X Axis drop-down list.

The preview changes to reflect the X-Axis selection.
Select a data field from the Y Axis drop-down list.

The preview changes to reflect the Y-Axis selection.
For a Bubble view only, select a data field from the Bubble Size drop-down list.

The preview changes to reflect the Bubble Size selection.
To change the formatting of the view, click Properties. See these sections for details about formatting properties that apply to Scatter and Bubble views:
To save the properties you have edited, click Apply.
Note:
For Scatter and Bubble graph views, legends may not display time units if the view is based on a time series query that has date-time values. This only applies to graph views and NOT chart views.
To add runtime interactions to the view, click Runtime-Interaction. See these sections for details about runtime interactions that apply to Scatter and Bubble views:
Click Save.

The preview changes to reflect changed property and runtime settings.

8.3.7 Creating Treemap Business Views

In a Treemap view, hierarchical data groupings are arranged in rectangles within rectangles. For example, a hierarchy might consist of the country, state or province, and city. The count of sales might determine the size of the rectangles, and the sum of sales might determine their colors.

Figure 8-18 shows a Treemap view from one of the preassembled dashboards in the Process Analytics project. See Bottleneck Analysis of Open Processes Dashboard for more information.

Figure 8-18 Treemap Example

Description of "Figure 8-18 Treemap Example"

A Treemap view displays data from a Tree Model Query. See Creating a Tree Model Query for more information.

To create a Treemap view:

Go to the Designer page.
Click Business Views in the left panel navigator, or right-click Business Views and select the Create menu item.

The Business Views dialog opens.
Type a Name and optionally edit the Display Name.

The Name is case sensitive, must begin with a letter, and may consist only of letters, numbers, and the underscore character. It may have up to 128 characters. It cannot be changed after the view is created.

The Display Name is case sensitive and may contain any characters except the forward slash (/), which indicates a folder path. It may have up to 128 characters. It can be changed at any time.
Select Treemap as the Category.
Select the Treemap thumbnail.
Click Create.

A tab opens for the new view, with a visual preview using generic data.
Select a query from the Query drop-down list. Only Tree Model Queries are listed.
Select a measure data field from the Values drop-down list. This field determines the size of each rectangle.

A measure that contains negative values cannot be used for Values in a Treemap.
Select a measure or dimension data field from the Colors drop-down list. This field determines the color of each rectangle.
To change the formatting of the view, click Properties. See these sections for details about formatting properties that apply to Treemap views:
To save the properties you have edited, click Apply.
Click Save.

The preview changes to reflect the data fields fetched by the query, the Values and Colors selections, and changed property settings.

8.3.8 Map Points Properties

Map Points properties are specific to Point Theme and GPS Theme Geo Maps. This tab enables you to set category columns and icons for various points of interest that are displayed on the Geo Map. You can also set custom icons and images for categories.

The Default Map Point Icon drop-down list enables you to select an icon or upload a custom image. The default value is Ball_Orange.

The Category Column drop-down list enables you to select a category

The Map Points table has customizable columns that you can use to add the Category, Min Value, Max Value, and Image. The Category column allows you to specify a string value as the name for a category. Min and Max Value columns allow you to specify a numerical value. If you are specifying a location, you can either enter the latitudes and longitudes or enter an address. When selecting an image, you can either upload one from a local source or specify a remote URL.

8.3.9 Zoom Properties

Zoom properties are specific to all Geo Map views. It provides you with the ability to set zoom levels and initial Geo Map positions using longitude and latitude values.

The Latitude and Longitude fields can contain any numeric value including negative values and decimals. The default value for both is 0.0. Once you set specific values and save the business view, the maps will load the specified coordinates on all subsequent startups. Any value with a special character, which is not a decimal is not allowed in both fields.

The Zoom Level slider allows you to set zoom levels from 0 to 20, with 20 being the maximum level till which you can zoom in.

The changes you make for zoom properties will only take effect once you Save the business view. Clicking Apply will not reflect your changes immediately.

8.4 Formatting Business Views

Formatting includes tasks such as adding display titles, formatting text and colors, and changing value formats. Many formatting features apply to specific view types only. Because each of the view types has different characteristics and structures, formatting options change depending on the view type. KPI Watchlist views have no formatting properties.

To edit the formatting properties of a view, click Properties in the view tab.

Some properties require saving for the changes to reflect. To save the properties you have edited, do one of the following:

For properties without the Save Required icon, click Apply.
For properties with the Save Required icon, click Apply, click Close, and click Save.

This section contains the following topics:

8.4.1 General Properties

General formatting properties are shared by all views of a particular type. Common general properties are shared by most view types.

To edit the general formatting properties of a view, click Properties in the view tab, then click General.

This section contains the following topics:

8.4.1.1 General Properties for Business Views

The following table describes the general formatting properties.

Table 8-2 General Properties

Property	Description	Applies To
Predefined Style	Specifies the overall color scheme: Default, Blues, Greens, (Green, Yellow, Red), or Alta. Also lists custom color themes set using the ColorThemes data object.	All charts and graphs.
Hover Behavior	Specifies whether a mouse-over on a dataset will dim other datasets. The default value is none.	Area Chart, Bar Chart, Horizontal Bar Chart, Line Chart, Combo Chart, Bubble Chart.
Stack	Specifies whether stacking should be enabled. The default value is off.	Area Chart, Bar Chart, Horizontal Bar Chart, Line Chart.
Description	Specifies a text description of the view. Applies to all view types that have formatting properties.	Area, Bar, Horizontal Bar, Line, Bubble, Combo, Scatter Graphs and Charts. List Views.
Empty Text	Specifies the text displayed when a chart element or table cell is empty because no data exists. The default text is `No Values`. Applies to chart, Scatter, Bubble, and Table views.	Area, Bar, Horizontal Bar, Line, Pie, Combo, Scatter, and Bubble Graphs and Charts. List Views.
Display Border	Specifies whether a view has a border. The default is No. Applies to Area, Scatter, Bubble, List, and Gauge views, in both graph and chart views.	Area, Bar, Horizontal Bar, Line, Pie, Combo, Scatter, and Bubble Graphs and Charts. List Views.
Border Color	Specifies a border color if Display Border is set to Yes. Click the down arrow to display a palette. The default is white. Applies to chart, Scatter, Bubble, List, and Gauge views.	Area, Bar, Horizontal Bar, Line, Pie, Combo, Scatter, and Bubble Graphs and Charts. List Views.
Display Fill	Specifies whether the graph area of a view has a fill color. The default is No. Applies to chart, Scatter, Bubble, List, and Gauge views.	Area, Bar, Horizontal Bar, Line, Pie, Combo, Scatter, and Bubble Graphs and Charts. List Views.
Fill Color	Specifies a fill color if Display Fill is set to Yes. Click the down arrow to display a palette. The default is white. Applies to chart, Scatter, Bubble, List, and Gauge views.	Area, Bar, Horizontal Bar, Line, Pie, Combo, Scatter, and Bubble Graphs and Charts. List Views.
3D Effect	Converts the business view into a 3D visualization.	Area, Bar, Horizontal Bar, Line, Pie, Combo, Scatter, and Bubble Graphs. Pie Chart.

Other formatting properties are elaborated in the subsequent sections.

8.4.1.2 Scatter and Bubble General Properties

Table 8-3 describes the Scatter and Bubble general formatting properties. Area Chart, Bar Chart, Horizontal Bar Chart, Line Chart, Pie Chart, Combo Chart, Scatter Chart, and Bubble Chart category views are collectively called chart views.

Table 8-3 Scatter and Bubble General Properties

Property	Description
Hover Behavior	Specifies whether a mouse-over on a dataset will dim other datasets. The default value is none.

8.4.1.3 List General Properties

Table 8-4 describes the general formatting properties common to all Table views except Pivot Tables, which are List, Action List, and Collapsed List.

Table 8-4 List General Properties

Property	Description
Apply Same Fill Color	Specifies that all columns have the same fill color if checked. The default is unchecked. If checked, click the down arrow to display a palette. The default color is white.
Column Fill Color	Specifies the fill color of the named column. Displayed only if Apply Same Fill Color is unchecked. Click the down arrow to display a palette. The default color is white.

8.4.1.4 Gauge General Properties

Gauge business views have some or all of the properties described in the following table depending on the gauge type.

Property	Description
Gauge Value Font	Specifies a font for the values used in the gauge. The default is Helvetica.
Font size	Specifies a font size with the option for increments and decrements. The default value is 50.
BIU	Specifies if the text should be in Bold, Italics, or Underline.
Font Color	Specifies a font color. The default is black.
Indicator Color	Specifies a color for the indicator. Used only in Circular and Horizontal Status Meter Gauges.
Indicator Border Color	Specifies a color for the border of the indicator. Used only in Circular and Horizontal Status Meter Gauges.
Threshold Display	Specifies where and how the threshold values are indicated. You can choose from On Indicator, Current on Plot Area, and All on Plot Area. On Indicator displays the current threshold along the indicator. Current on Plot Area displays only the current threshold along the indicator. All on Plot Area displays all thresholds along the indicator. The default is All on Plot Area.
Plot Area	Specifies if the plot area is On or Off. The default is On.
Scale	Specifies what scale to use for a value. You can choose from Auto, None, Thousand, Million, Billion, Trillion, and Quadrillion. The default is Thousand.
Format Field as (or Format Metric Value Field as for Gauge business views)	Specifies the data value formatting: None, HTML, Number, Currency, or Percent. HTML is only for text fields in *List views. Number, Currency, and Percent are only for numeric fields. The default is None, which removes all formatting information from the view. This property does not affect views in currently open dashboards in the BAM Viewer (Home page) and is activated after the view is saved.
No of Digits After Decimal	Specifies the number of decimal places if Format Field as is Number, Currency, or Percent. The default is 2.
Negative Number Format	Specifies the format for negative numbers if Format Field as is Number, Currency, or Percent: –1234.00, 1234.00, 1234.00–, or (1234.00). The default is –1234.00.
Use Digit Grouping Symbol	Specifies whether digits are grouped by thousands if Format Field as is Number. The default is Yes.
Currency	Specifies a currency text string if Format Field as is Currency. The default is blank.

Note:

When the On Indicator option is selected from the Threshold Display drop-down, the colors defined on the Thresholds tab will be used and the Indicator Color on the General tab will be ignored.

8.4.1.5 General Properties Specific to Pivot Table Business Views

Table 8-5 describes the general formatting properties specific to Pivot Table views.

Table 8-5 Pivot Table General Properties

Property	Description
Pivot Enable	Enables pivoting of columns and rows if checked (the default).
Header Background Color	Specifies a background color for headers. Specify a hexadecimal or RGB color code or click the down arrow to display a palette. The default is white.
Data Background Color	Specifies a background color for data. Specify a hexadecimal or RGB color code or click the down arrow to display a palette. The default is white.

8.4.1.6 General Properties Specific to Geo Map Business Views

All Geo Map views have a Base Map general property set to WORLD_MAP. All other Geo Map general properties are theme-specific.

There is only one additional general property for Geo Map views with a GPS Theme. Point Graphics specifies the image file used for points on the map. The default is Ball_Orange.

Table 8-6 describes the general formatting properties specific to Geo Map views with a Point Theme.

Table 8-6 Geo Map Point Theme General Properties

Property	Description
Red Min	Specifies the low end of the value range for red points on the map. The default is 0.0.
Red Max	Specifies the high end of the value range for red points on the map. The default is 100.0.
Red Image	Specifies the image file used for red points on the map. The default is `3DCube_Red`.
Orange Min	Specifies the low end of the value range for orange points on the map. The default is 100.0.
Orange Max	Specifies the high end of the value range for orange points on the map. The default is 200.0.
Orange Image	Specifies the image file used for orange points on the map. The default is `3DCube_Orange`.
Green Min	Specifies the low end of the value range for green points on the map. The default is 200.0.
Green Max	Specifies the high end of the value range for green points on the map. The default is 300.0.
Green Image	Specifies the image file used for green points on the map. The default is `3DCube_Green`.

Table 8-7 describes the general formatting properties specific to Geo Map views with a Color Theme.

Table 8-7 Geo Map Color Theme General Properties

Property	Description
Theme Name	Specifies the theme for the colored regions: `MAP_COUNTRIES_NAME` (the default), `MAP_CONTINENTS_NAME`, `MAP_COUNTIES_NAME`, `MAP_STATES_ABBREV`, or `MAP_STATES_NAME`.
Theme Location Column	Specifies the name of the data field for the regions. The values in this column must exactly match the values in the Flat SQL Query location field. The values in this column must also be unique for a given location, or the same data might be plotted in multiple locations. If Theme Name is `MAP_COUNTRIES_NAME`, options are `COUNTRY` (the default), `CAPITAL`, `CONTINENT`, `GEOMETRY`, `RID`, or `AREA`. If Theme Name is `MAP_CONTINENTS_NAME` or `MAP_COUNTIES_NAME`, options are `CONTINENT` or `GEOMETRY`. If Theme Name is `MAP_STATES_ABBREV` or `MAP_STATES_NAME`, options are `CARTO_ID`, `FEATURE_TYPE`, `NAME`, `ISO_COUNTRY_CODE`, `LANG_CODE`, `SQKM`, `DATA_SOURCE`, `GEOMETRY`, `STATE_ABRV`, or `POLYGON_NAME`.
Bucket Count	Specifies the number of color-coded ranges for data values.
Min Color	Specifies a color for the lowest bucket. Specify a hexadecimal color code or click the down arrow to display a palette. The default is red. Intermediate buckets have intermediate colors.
Max Color	Specifies a color for the highest bucket. Specify a hexadecimal color code or click the down arrow to display a palette. The default is green. Intermediate buckets have intermediate colors.

8.4.2 Label, Text, Title, and Value Properties

Most views have a title, legend titles, axis labels, data labels, and other text elements. Different views have different text elements and text formatting options, but each option functions in the same way in all views where it is present.

To edit the text properties of a view, click Properties in the view tab, then click Text.

*List views have their own text properties. See Text Properties.

Treemap views have their own label properties. See Labels Properties.

Table 8-8 describes the common text formatting properties.

Table 8-8 Common Text Formatting Properties

Property	Description
Text	Specifies the text to be displayed. For text elements that are not editable, such as pie slice labels, no text field is provided.
Font	Select a font from the drop-down list. The default is Tahoma.
Font Size	Specifies the point size of the font. The default is 11.
B I U	Specifies whether text is bold, italic, underlined, or a combination. The default is plain text.
Text Color	Specifies the text color. Click the down arrow to display a palette. The default is black.
Align	Specifies the text alignment. Click the down arrow and select Left, Center, or Right. The default is Left.
Automatic Rotation	Specifies whether text is automatically rotated to fit: No Auto Rotation (the default), Auto Rotate 90 Degrees, or Auto Rotate 270 Degrees.
Text Direction	Specifies whether text is always rotated: No Rotation (the default), Rotate 90 Degrees, or Rotate 270 Degrees.
Label Text	Specifies the data field label text in chart, Scatter, or Bubble views. The default is the data field name.
Footnote Text	Specifies text to be shown below the chart or graph. It can be aligned as needed.

Table 8-9 describes the common value formatting properties.

Table 8-9 Common Value Formatting Properties

Property	Description
Format Field as (or Format Metric Value Field as for Gauge business views)	Specifies the data value formatting: None, HTML, Number, Currency, or Percent. HTML is only for text fields in *List views. Number, Currency, and Percent are only for numeric fields. The default is None, which removes all formatting information from the view. This property does not affect views in currently open dashboards in the BAM Viewer (Home page) and is activated after the view is saved.
No of Digits After Decimal	Specifies the number of decimal places if Format Field as is Number, Currency, or Percent. The default is 2.
Negative Number Format	Specifies the format for negative numbers if Format Field as is Number, Currency, or Percent: `–1234.00`, `1234.00`, `1234.00–`, or `(1234.00)`. The default is `–1234.00`.
Use Digit Grouping Symbol	Specifies whether digits are grouped by thousands if Format Field as is Number. The default is Yes.
Currency	Specifies a currency text string if Format Field as is Currency. The default is blank.

8.4.3 Axis Properties

You can format any axis of any of the following view types:

Area
Bar
Horizontal Bar
Line
Combo
Dial
Statusmeter
Scatter
Bubble

In a Horizontal Bar chart, the X-axis is vertical and the Y-axis is horizontal, unlike the standard convention. This is necessary because you can switch from one chart view to another and retain the axis properties.

As an alternative for a Y-axis, you can accept the default automatic axis formatting, which adjusts the axis based on active data.

To edit the axis properties of a view, click Properties in the view tab, then click Axis, X-Axis, Y-Axis, Y1-Axis, or Y2-Axis, depending on the view type.

This section contains the following topics:

8.4.3.1 Axis Properties Specific to Dial and Statusmeter Business Views

Table 8-10 describes the axis formatting properties for Dial and Statusmeter view types.

Table 8-10 Dial and Statusmeter Axis Formatting Properties

Property	Description
Display Major Tick Marks	Specifies whether to display major ticks. The default is Yes.
Tick Interval	Specifies the interval between ticks. The default is 0.0.
Tick Color	Specifies the tick color. Click the down arrow to display a palette. The default is black.
Display Minor Tick Marks	Specifies whether to display minor ticks. The default is No.
Tick Label	Formats the tick label text. See Label_ Text_ Title_ and Value Properties for more information.
Display Label	Specifies how the axis is labeled: (Minimum, maximum, and increments) (the default), Increments, Minimum and maximum values, Actual metric value, No tick labels, or Threshold values.
Angle Extent	Specifies the number of degrees that a Dial view spans. The default is 180.

8.4.3.2 X-Axis Properties

Table 8-11 describes the X-axis formatting properties. Not all views with an X-axis have all these properties.

Table 8-11 X-Axis Formatting Properties

Property	Description
Title	Specifies a title for the axis. See Label_ Text_ Title_ and Value Properties for more information.
Axis Width	Specifies the width of the axis in pixels. The default is 1.
Axis Color	Specifies the axis color. Click the down arrow to display a palette. The default is black.
Major Tick Width	Specifies the width of the major ticks in pixels. The default is 1.
Major Tick Color	Specifies the major tick color. Click the down arrow to display a palette. The default is black.
Major Tick Line Style	Specifies the major tick line style (dash pattern) for major ticks. The default is solid (no dashes).
Major Tick Style	Specifies the major tick style: None (the default), Auto, Extended, Grid, Inside Axis, Span Across Axis, or Outside Axis.
Tick Label	Formats the tick label text. See Label_ Text_ Title_ and Value Properties for more information.
Select Groups to format for horizontal fields	Specifies the dimensions to which the tick formatting applies.

8.4.3.3 Y-Axis Properties

Table 8-12 describes the Y-axis formatting properties. Not all views with a Y-axis have all these properties.

Table 8-12 Y-Axis Formatting Properties

Property	Description
Title	Specifies a title for the axis. See Label_ Text_ Title_ and Value Properties for more information.
Axis Width	Specifies the width of the axis in pixels. The default is 1.
Axis Color	Specifies the axis color. Click the down arrow to display a palette. The default is black.
Auto Axis	Adjusts the axis based on the data if checked. The default is checked.
Axis Min	Specifies a minimum value for the axis if Auto Axis is not checked. The default is 0, for no minimum.
Axis Max	Specifies a maximum value for the axis if Auto Axis is not checked. The default is 0, for no maximum.
Axis Increment Minor	Specifies a minor increment for the axis if Auto Axis is not checked. The default is 0, for no set increment.
Axis Increment Major	Specifies a major increment for the axis if Auto Axis is not checked. The default is 0, for no set increment.
Major Tick Width	Specifies the width of the major ticks in pixels. The default is 1.
Major Tick Color	Specifies the major tick color. Click the down arrow to display a palette. The default is black.
Major Tick Line Style	Specifies the major tick line style (dash pattern) for major ticks. The default is solid (no dashes).
Major Tick Style	Specifies the major tick style: None (the default), Auto, Extended, Grid, Inside Axis, Span Across Axis, or Outside Axis.
Minor Tick Width	Specifies the width of the minor ticks in pixels. The default is 1.
Minor Tick Color	Specifies the minor tick color. Click the down arrow to display a palette. The default is black.
Minor Tick Line Style	Specifies the minor tick line style (dash pattern) for major ticks. The default is solid (no dashes).
Minor Tick Style	Specifies the minor tick style: None (the default), Auto, Extended, Grid, Inside Axis, Span Across Axis, or Outside Axis.
Tick Label	Formats the tick label text. See Label_ Text_ Title_ and Value Properties for more information.
Format Field as	Specifies the Y-axis data field to which to apply value formatting. See Table 8-9 for more information.

8.4.4 Legend Properties

You can format the legend of any of the following view types:

Area
Bar
Horizontal Bar
Line
Pie
Combo
Gauge
Scatter
Bubble

To edit the legend properties of a view, click Properties in the view tab, then click Legend.

Table 8-13 describes the legend formatting properties.

Table 8-13 Legend Formatting Properties

Property	Description
Display Legend	Specifies whether the legend is displayed or hidden.
Display Border	Specifies whether a legend has a border. The default is No.
Border Color	Specifies a border color if Display Border is set to Yes. Click the down arrow to display a palette. The default is white.
Display Fill	Specifies whether a legend has a fill color. The default is No.
Fill Color	Specifies a fill color if Display Fill is set to Yes. Click the down arrow to display a palette. The default is white.
Legend Position	Specifies whether the legend is on the left, right, bottom, or top side of the view. The default position is on the right side.
Graph Type	Specifies the graph type of each data field for a Combo view: Bar Graph, Line Graph, Area Graph, Curve Line, Centered Stepped Line, Stepped Line, or Default. By default, each data field is assigned a type in the above order.

8.4.5 Target Properties

A target line makes it easy to compare a process you are tracking to a goal. You can add a target line to any of the following view types:

Area
Bar
Horizontal Bar
Line
Combo
Scatter
Bubble

For a Horizontal Bar type view, the target line is vertical. For the other types, the target line is horizontal.

To edit the target properties of a view, click Properties in the view tab, then click Target.

Table 8-14 describes the target line formatting properties.

Table 8-14 Target Line Formatting Properties

Property	Description
Display Line	Specifies whether the target line is displayed. The default is No.
Value	Specifies the value of the target line on the Y-axis. The default is zero.
Text	Specifies a text label for the target line.
Line Width	Specifies the width of the target line in pixels. The default is 1.
Line Color	Specifies the target line color. Click the down arrow to display a palette. The default is red.
Line Style	Specifies the target line style (dash pattern). The default is solid (no dashes).
Show in Legend	Specifies whether the target line and its text label are included in the legend. The default is No.

8.4.6 Animation Properties

You can add animation to any of the following view types:

Area
Bar
Horizontal Bar
Line
Pie
Combo
Gauge
Scatter
Bubble

To edit the animation properties of a view, click Properties in the view tab, then click Animation.

This section contains the following topics:

8.4.6.1 Chart Animation Properties

Table 8-15 describes the animation formatting properties for chart, Scatter, and Bubble views.

Table 8-15 Chart Animation Formatting Properties

Property	Description
Series Rollover Effect	Specifies whether rolling the mouse over a legend item or a series in the view highlights the series: None or Highlight. The default is Highlight.
Animation on Transition	Specifies whether animation occurs when a view is rendered: None or Auto. The default is None.

8.4.6.2 Gauge Animation Properties

Table 8-15 describes the Gauge animation formatting properties.

Table 8-16 Gauge Animation Formatting Properties

Property	Description
Animation on Data Change	Specifies whether animation occurs when data changes: Active (default), None, or Auto. Active animates only Active Data changes. Auto animates all data changes.
Animation Display Duration: Time	Specifies the animation display duration in milliseconds: 1000 to 1500. The default is 1000.
Animation on Transition	Specifies whether animation occurs when a view is rendered: None or Auto. The default is None.

8.4.7 Slice Properties

Slice properties apply only to Pie views.

To edit the Pie slice properties of a view, click Properties in the view tab, then click Slice.

Table 8-17 describes the Pie slice formatting properties.

Table 8-17 Pie Slice Formatting Properties

Property	Description
Slice Label Text Format	Formats the slice label text. See Label, Text, Title, and Value Properties for more information.
Slice Behavior	Specifies whether you can explode slices when viewing the Pie view in the BAM Viewer (Home page). Explode moves one slice at a time, Explode All moves all slices out, and None disables exploding slices. The default is None.
Slice Label Position	Specifies where slice labels are positioned: Outside with Feeler, No Labels, Outside without Feeler, Inside, or Outside with Feeler (if needed). The default is Outside with Feeler.
Slice Label	Specifies the slice label text: Percentage, Slice Name, Value, or Slice Name and Value. The default is Percentage.

Note:

The DVT—based pie charts do not support formatting of slice labels. As a result, you might see a large number of decimal points when the option Slice Name and Value is used.

8.4.8 Text Properties

Text properties described here apply only to *List views.

For descriptions of text formatting properties for other views, see Label, Text, Title, and Value Properties..

To edit the text properties of a List view, click Properties in the view tab, then click Text.

Table 8-18 describes the text formatting properties.

Table 8-18 Text Formatting Properties

Property	Description
Table Title	Formats the table title. See Label, Text, Title, and Value Properties for more information.
Table Text	Formats the table text. See Label, Text, Title, and Value Properties for more information.
Column Header Visible	Specifies that column headers are visible if checked. The default is checked.
Column Header Display Text	Specifies the column header text. The default is the data field name.
Column Header Fill Color	Specifies the column header fill color. Click the down arrow to display a palette. The default is white.
Select table columns to format	Specifies the column to which to apply value formatting. See Table 8-9 for more information.

8.4.9 Layout Properties

Layout properties apply to *List and Treemap views.

To edit the layout properties of a view, click Properties in the view tab, then click Layout.

This section contains the following topics:

8.4.9.1 List Layout Properties

Table 8-19 describes the *List layout formatting properties. Row Selection does not apply to Collapsed List views.

Table 8-19 List Layout Formatting Properties

Property	Description
Horizontal Grid	Displays horizontal grid lines if checked.
Vertical Grid	Displays vertical grid lines if checked.
Row Banding Interval	Specifies the number of unbanded rows between banded rows. The default is 1.
Column Banding Interval	Specifies the number of unbanded columns between banded columns. The default is 0, for no column banding.
Resizing	Enables column resizing if checked.
Reordering	Enables reordering of columns if checked.
Row Selection	Specifies how many rows can be selected: none, single, or multiple. The default is single.
Text Wrapping	Enables text wrapping of data if checked. Enabling text wrapping shows the complete text in the cell wrapped in multiple lines. When disabled, the text is truncated with ellipsis. The complete text can be seen in the tool tips.
Column Stretching	Specifies which columns can be stretched when the view is resized: none, multiple, or last. The default is none.
Column Visibility	Specifies which columns are displayed. Check a column name to display it. By default, all columns are displayed.
Apply	Click Apply to apply the changes done.
Close	Click Close to close the window.

8.4.9.2 Treemap Layout Properties

Layout Options determines how the rectangle hierarchy in a treemap is arranged:

Squarified makes all the rectangles at all levels as square as possible. This is the default.
Slice and Dice Horizontal orders rectangles alphanumerically by node label from left to right.
Slice and Dice Vertical orders rectangles alphanumerically by node label from top to bottom.

8.4.10 Editable Fields Properties

Editable field properties apply only to Action List views.

To edit the editable field properties of a view, click Properties in the view tab, then click Editable Fields.

Editable Fields determines which columns have editable data values. Check a column name to make its data values editable. By default, no columns have editable data values.

Editable fields are only useful when combined with actions. See Using Actions in Business Views for more information.

Note:

If the number of editable fields multiplied by the number of rows in your action list is over 10000, you will get an error when you use this view in a dashboard.

8.4.11 Pivot Table Data Properties

Data properties apply only to Pivot Table views.

To edit the data properties of a view, click Properties in the view tab, then click Data.

Table 8-20 describes the data formatting properties.

Table 8-20 Data Formatting Properties

Property	Description
Sorting	Specifies how label text is sorted: Ascending or Descending. The default is Ascending.
Aggregate Position	Specifies where additional aggregate values are positioned: None, After, or Before. The default is None.
Aggregate Function	Specifies a category aggregate function: Sum, Average, Count, Maximum, or Minimum. The default is Sum.

8.4.12 Pivot Table Label Properties

Label properties apply to Pivot table views.

To edit the Label properties of a Pivot table view, click Properties in the view tab, then click Labels.

Table 8-21 Pivot Table Label Properties

Property	Description
Label	Specifies the data field label in a Pivot table view. The default is the data field name.
Label Text	Specifies the data field label text in a Pivot table view.
Column Width (pxl)	Specifies the column width in pixels.
Apply	Click this button to apply the changes.
Close	Click this button to close the dialog.

8.4.13 Thresholds Properties

Threshold properties apply only to Collapsed List, Gauge, and Treemap views.

To edit the threshold properties of a view, click Properties in the view tab, then click Thresholds.

This section contains the following topics:

8.4.13.1 Collapsed List Thresholds Properties

Table 8-22 describes the Collapsed List threshold formatting properties.

Table 8-22 Collapsed List Thresholds Formatting Properties

Property	Description
Data Field	Specifies data field on which color-coded threshold values are based. This can be a measure field such as Sales or a dimension field such as Product.
Use and Format BG Color	Specifies thresholds for cell background colors if checked. The default is checked.
Use and Format Graphics	Specifies thresholds for cell status graphics if checked. The default is checked.
Hide Column Data	Lets you choose whether to render column data with the image, or just the image when you use images in thresholds. The default is unchecked.
Threshold Values	Specifies the colon-separated low and high thresholds of a data value range, for example `100:200`. Click the Add icon to add a new range.
Threshold Color	Specifies the cell background color for a data value range. Click the down arrow to display a palette.
Threshold Image	Specifies the cell status graphic for a data value range. Click Select Image to display a menu of choices. Select Upload Image from this menu to add your own graphic. Type a path to a graphic file or click Browse to open a file chooser. Then click OK.
Overflow Color	Specifies the cell background color for values above the highest threshold. Click the down arrow to display a palette.
Underflow Color	Specifies the cell background color for values below the lowest threshold. Click the down arrow to display a palette.
Image Position	Specifies the position of cell status graphics: Left or Right. The default is Left.

8.4.13.2 Gauge Thresholds Properties

Table 8-23 describes the Gauge threshold formatting properties.

Table 8-23 Gauge Thresholds Formatting Properties

Property	Description
Minimum Value	Specifies the minimum value for the low value range and for display on a Dial or Statusmeter axis. The default is 0.0.
Maximum Value	Specifies the maximum value for the high value range and for display on a Dial or Statusmeter axis. The default is 100.0.
Threshold 1 Value	Specifies the maximum value for the low value range. The default is 33.33.
Threshold 1 Color	Specifies the low value color. Click the down arrow to display a palette. The default is green.
Threshold 2 Value	Specifies the maximum value for the medium value range. The default is 66.66.
Threshold 2 Color	Specifies the medium value color. Click the down arrow to display a palette. The default is yellow.
Threshold 3 Value	Specifies the maximum value for the high value range. This is the same as the Maximum Value and is read-only.
Threshold 3 Color	Specifies the high value color. Click the down arrow to display a palette. The default is red.

8.4.13.3 Treemap Thresholds Properties

Table 8-24 describes the Treemap threshold formatting properties.

Table 8-24 Treemap Thresholds Formatting Properties

Property	Description
Color	Specifies data field on which color-coded threshold values are based. This can be a measure field such as Sales or a dimension field such as Product.
Hierarchy Level	Specifies the grouping data field in the hierarchy having the rectangles to which threshold colors are applied. For example, if the hierarchy consists of country, state or province, and city, you can apply color coding to only one of those levels.
Linear Thresholds	Specifies that thresholds are linear and use light to dark shades of the same color.
Max Value	Enter the maximum value for the data label between `1` to `100` for a Linear Threshold.
Min Value	Enter the minimum value for the data label between `1` to `100` for a Linear Threshold.
Buckets	Specifies the number of data partitions between the Max Value and the Min Value. For example, if Max Value is `100`, Min Value is `1`, and Buckets is `5`, then 5 data partitions are created as follows: 1-20, 21-40, 41-60, 61-80, 81-100.
Base Color	Specifies the color for values within a Linear Threshold. Click the down arrow to display a palette.
Custom Thresholds	Specifies that thresholds are not linear and can use unrelated colors.
Threshold Values	Specifies the comma-separated low and high thresholds of a data value range for Custom Thresholds. Click the Add icon to add a new range.
Threshold Color	Specifies the color of a data value range for Custom Thresholds. Click the down arrow to display a palette.
Overflow Color	Specifies the color for values above the highest threshold. Click the down arrow to display a palette.
Underflow Color	Specifies the color for values below the lowest threshold. Click the down arrow to display a palette.
No Value	Specifies the color for a rectangle corresponding to a group with no data values. Click the down arrow to display a palette.
Reversed	This check box reverses the order of your linear thresholds properties. For example, if you set a base color #C0EFFF with min=0, max=7, and buckets=7, you get threshold colors where #COEFFF is near 0, and the darker colors are near 7. Using the Reversed check box would reverse that order, so #COEFFF would appear when the value is near 7, and lightest when near 0.

Note:

Oracle recommends that you always set Treemaps thresholds before viewing dashboards to show color gradations and precise legend values.

8.4.14 Node Depth Properties

Node depth properties apply only to Treemap views.

To edit the node depth properties of a view, click Properties in the view tab, then click Node Depth.

Depth of nodes during initial rendering determines how many levels of the hierarchy are initially displayed. The default is 2.

8.4.15 Labels Properties

Label properties described here apply only to Treemap views.

For descriptions of label formatting properties for other views, see Label, Text, Title, and Value Properties.

To edit the label properties of a Treemap view, click Properties in the view tab, then click Labels.

Table 8-25 describes the Treemap label formatting properties.

Table 8-25 Labels Formatting Properties

Property	Description
Leaf Display	Specifies the type of label display for the lowest level hierarchical groupings: Node or Off. The default is Node, which places each label within its rectangle.
Group Display	Specifies the type of label display for all except the lowest level hierarchical groupings: Header, Node, or Off. The default is Header, which places each label above the top left corner of its rectangle.
Horizontal Alignment	Specifies the horizontal alignment for Node labels: Center, Start, or End. The default is Center.
Vertical Alignment	Specifies the vertical alignment for Node labels: Center, Top, or Bottom. The default is Center.
Data Label Position	Specifies the data label position on the DVT charts. The default value is None.

8.4.16 Tooltip Labels Properties

Tooltip Labels properties are specific to Treemap views. You can use this property to configure tooltip text for treemaps.

Tooltip Label properties described here apply only to Treemap views.

For descriptions of label formatting properties for other views, see Label, Text, Title, and Value Properties.

To edit the Tooltip label properties of a Treemap view, click Properties in the view tab, then click Tooltip Labels.

Configuring Tooltip Labels

The two available tooltip labels and their respective default label texts are as follows.

Label	Label Text
COUNTX	# of Processes
AVGDAYS_UNTIL_DUE_DATE	Avg Days Until Due Date

You can edit label texts for tooltips to suit your project needs.

Note:

These changes work only when you click Save and not when you click Apply.

8.5 Runtime Interactions with Business Views

This section describes how you can enable end users to change views while viewing them using the BAM Viewer (the Home page), by drilling, performing actions, or making data active.

Note:

Drilling and other runtime interactions are only supported in View mode, and not in the Designer mode.

This section contains the following topics:

8.5.1 Using Drilling

Drilling enables end users using the BAM Viewer (the Home page) to select an item in a series and view data at a more detailed level. You, the designer, configure drilling in the Drilling properties of the view.

You cannot drill in views while you edit them. In the BAM Viewer, active data stops during drilling and then restarts.

This section contains the following topics:

8.5.1.1 Drilling Down

Drilling down means displaying data one level down the drill path in the same view. Drilling down is an option when all of the following are true:

Drill-down is enabled.

It is disabled by default. See Enabling Drilling Down.
Data in the view is aggregated.
The underlying data object has a hierarchy.
The next level down is not the lowest level.

If the next level down is the lowest level, it is only possible to drill through to the actual data rows. In some cases, drill-through is not an option either because it is disabled or unavailable in the view type. See Drilling Through.

The drilling areas include:

Points in Area, Line, Combo, Scatter, or Bubble views
Bars in Bar, Horizontal Bar, or Combo views
Slices in Pie views
Nodes in Treemap views
Rows in Collapsed List views

To drill down, right-click the point, bar, slice, node, or row and select the drill level from the menu.

For views like area or line, two data points are needed to plot a graph. When drilling down, if two points are not available then an error message is displayed. For passive view, you can clear the filters applied using runtime filter but for active views you do not have such option. You need to go to MDS browser to manually clear the applied filters. On the views for which drilling is enabled, you can return to the original state by clicking the home icon in the toolbar.

8.5.1.2 Drilling Up

Drilling up means displaying data one level up the drill path. You can only drill up if you have previously drilled down.

To drill up:

Right-click the point, bar, slice, node, or row and select the drill level from the menu.
Right-click the point, bar, slice, node, or row and select Home to go to the initial drill level of the view.

Note:

If you drill down in an Area, Line, or Combo view to a level at which only one data point is included, no line is drawn, and you cannot drill up. To restore the view, remove the filter that the drilling applies. See Filtering Runtime Data in a View for more information.

8.5.1.3 Drilling Through

Drilling through means displaying the actual data rows at the lowest level of the drill path in a List view. Drilling through is an option when all of the following are true:

Drill-through is enabled.

It is enabled by default. See Enabling Drilling Through to Details.
Data in the view is aggregated.
If the underlying data object has a hierarchy, the next level down is the lowest level.

For drill-through, the underlying data object need not have a hierarchy defined.

Because drilling down is disabled by default and drilling through is enabled by default, drilling through is the default drilling action.

Treemaps allow drilling down but not drilling through.

To drill through:

Right-click the point, bar, slice, or row and select Show Details from the menu.

8.5.1.4 Drilling Across

Drilling across means opening a target dashboard or URL in a new browser window.

To drill across:

Right-click the view and select the target name.

See Configuring Drill-Across Targets for more information.

8.5.1.5 Enabling Drilling Down

You can configure a Drill Hierarchy for drill-down in the following view types:

Area
Bar
Horizontal Bar
Line
Pie
Combo
Collapsed List
Scatter
Bubble

The underlying data object must have a hierarchy defined. There are two types of hierarchies: normal and datetime-based.

Treemaps have no drill hierarchy configuration because the hierarchy in the underlying Tree Model Query is used for drilling down.

To select a drilling hierarchy:

From the view tab, click Runtime-Interaction.
Click Drilling.
Select the Drill Hierarchy tab.
Check Enable Drilling.
Click the Browse icon to the right of the Hierarchy setting.

The Hierarchy Chooser dialog appears, listing normal and datetime-based hierarchies.
Select the Hierarchy to use during drilling.

If no items appear in the list, the data object does not have any hierarchies defined. For information about configuring hierarchies in data objects, see Adding Hierarchies.
Click OK.

The Hierarchy Chooser dialog closes, and hierarchy information appears in the properties window.
Click Apply.

8.5.1.6 Enabling Drilling Through to Details

You can drill through from aggregated to detailed data (shown in a List) in the following view types:

Area
Bar
Horizontal Bar
Line
Pie
Combo
Collapsed List
Gauge
Scatter
Bubble

The underlying data object need not have a hierarchy defined.

Not all views that allow drilling through to details allow hierarchical drilling. For example, Gauge views allow only drill-through.

Treemaps allow drilling down but not drilling through.

Note:

Drilling through to details for gauge views is enabled through left-clicks, as opposed to right-click drill to details for other view types. Drilling through to details also does not apply to Circular and Horizontal Status Meter Gauges.

To enable drilling through to details:

From the view tab, click Runtime-Interaction.
Click Drilling.
Select the Drill to Detail tab.
Select Enable drill through to detail.
Select a Destination Type:
- Replace current view replaces the space in the dashboard occupied by the current view with the target view.
Select List as the View Type.
Click the Browse icon to the right of the Table Display Fields setting.

The Table Display Fields Chooser dialog appears.
Move the desired data fields from the Available Fields list to the Selected Fields list.
Click OK.

The Table Display Fields Chooser dialog closes, and the selected fields are shown in a table.
Click Apply.

8.5.1.7 Configuring Drill-Across Targets

You can configure drill-across targets in the following view types:

Area
Bar
Horizontal Bar
Line
Pie
Combo
List
Action List
Collapsed List
Scatter
Bubble

You open a target dashboard or URL in a new browser window. You can create many drill-across targets for a view.

Drilling across cannot be done from Gauge, Pivot Table, KPI Watchlist, Treemap, or Geo Map views.

To configure a drill-across target:

From the view tab, click Runtime-Interaction.
Click Drilling.
Select the Drill Across tab.
Click the Add icon.

The Create Drill Path dialog opens.
Type a Drill Path Name.

This is the name that appears on the menu from which the end user selects a drill-across target.
Select a Destination Type:
- Launch a new browser window opens a new browser window in which to display the target view.
- Replace the dashboard replaces the dashboard to display the target view.
Select a Destination:
- Destination dashboard displays the specified dashboard.
- Destination Web URL displays the specified URL.
Select a Dashboard or type a URL.

If you opt to type a URL, you can optionally select the Set as relative URL option that enables you to provide the relative URL instead of a complete URL. The hostname, port number, and context path will be same as that of the running Oracle BAM application.
Optionally, select Set as default drill action to enable left-clicks on graph elements.
Optionally, map fields in the current view to parameters in the target dashboard, by clicking the + sign.
There are three types of parameter mapping:
- Value from Business View: If the target dashboard uses parameters, you can pass values from the fields in the current view to the parameters in the target dashboard. The point, bar, slice, node, or row the end user right-clicks when choosing the target determines the specific value to be passed. For example, right-clicking a bar in a Bar view passes the group value represented in that bar to a parameter in the target dashboard.
- Constant Value: You can pass a constant value to an external parameter.
- Parameter Value: In the source dashboard, if parameters are used inside the source view’s query, then that value can be passed to the external parameter.
Click Save.

The Create Drill Path dialog closes, and the drill path is shown in the table.
Click Apply.

8.5.2 Using Actions in Business Views

This section describes how to add Action Buttons to views that you create in Oracle BAM. Action Buttons allow users to refresh the view, add or change data, and ask for confirmation of these actions.

Action Buttons can appear in any view except a KPI Watchlist.

Alerts can also perform actions. See Alert Actions for more information.

To create an Action Button:

From the view tab, click Runtime-Interaction.
Click Actions.
Click the Add icon.

A new action button appears in the Action Button List table with a default name of New Action#, and an Actions list appears.
Optionally edit the Name and add a Description for the Action Button.

The text you enter in the Name field is displayed as the button text in the view.
Optionally select Commit All if you need to ensure that all data actions configured in this Action Button take place in a single transaction.
Click the arrow immediately to the left of Actions to display the Actions list.
Click the Add icon on the right side of the Actions list to define an action for the selected Action Button.
For all views, you have these options:
- Open Dashboard opens a specified dashboard in a new browser window. Click the Search icon, select a dashboard from the list, and click OK.
  
  If the dashboard has parameters, Table 8-26 describes the values you can pass.
- Open URL opens a specified URL in a new browser window. Click the Add icon for Open URL Action.
  
  Table 8-26 describes the values you can use to construct URLs. A URL is constructed by concatenating each of the values in the order in which you specify them.
- Refresh View redisplays the view with the latest data and properties.
- Show Confirmation Message displays a confirmation message dialog before performing any of the other actions configured for this Action Button. Type the text of the message.
For Action List views, you have these additional options:
- Insert inserts data. Click the magnifying glass and choose a data object. For each data field in the data object, choose one of the values described in Table 8-26.
- Update updates data. For each data field in the Action List, choose one of the values described in Table 8-26. You can use this action to update a row in another DO, using the data from the selected row, constants, or parameters. This will require DO selection and column mapping.
- Save saves all changes made to the Action List. Use this action when you have editable fields and want to save changes. These changes are applied to the same DO and columns, which means no mapping is required.
- Delete deletes selected rows from the Action List.
- Custom action allows you to add any custom action to the business view. To add custom action:
  1. On the Business View, select the Runtime-Interaction option.
  2. Click the Actions button. The Action Button List dialog opens.
  3. Click Add icon in Action Button List.
  4. Provide a Name and Description for the custom action.
  5. Select the Commit All checklist, if you want to ensure that all data actions configured in this Action Button take place in a single transaction.
  6. Click Actions and Action Add drop button and select the custom action you added.
  7. Provide the following credentials:
    
    Library path - for example, /scratch/myfolder/BusinessViewJar.jar
    
    Class Name - for example, oracle.beam.server.customAlert.BusinessAction
    
    Argument - provide any additional statement.
  8. Click Apply and Close the dialog.
Multiple actions for an Action Button occur in the order in which you create them.

Note:

The Insert, Update, Save, and Delete actions do not work with external data objects.
Click Apply.

Table 8-26 describes the values actions can pass in more detail.

Table 8-26 Values for Actions

Component	Description
Client Cookie	Type the value of a cookie that resides on the client where this report is viewed.
Constant Value	Type a constant value. The value can be any text that complies with the expected data type. For a datetime type, you can type the datetime or use the datetime picker. For example, you can use this option to specify the beginning of a URL, such as `http://www.example.com/`.
Prompt/Parameter	Select a parameter from the drop-down list. This option retrieves the current value of a parameter even if it is changed by driving or prompt input. If the current value is empty, default value of the parameter is used. For this option to be usable, the query on which the view is based must reference a parameter in a filter. See Creating Parameters, for more information.
Unique Button Click ID	A unique ID number is generated and incremented with each button click. Applies to Open Dashboard, Open URL, Insert, and Update actions only. This ID is remembered across dashboards and data objects. It is useful for inserting or updating rows in an action list when you need a unique identifier for each row.
Value from Action List	Select a column (data field name) from the Action List. Applies to Insert and Update actions only.

8.5.3 Using Active Data

Active data continuously aggregates data or displays a segment of data within a defined time window. As time passes in a time window, older data is removed from the view and newer data is added.

Active data is supported only for basic Area, Bar, Line, Combo, Pie, Scatter, and Bubble views. None of the other variations of these view types support active data. However, active data is supported for all variations of Gauge views and for Point Theme and GPS Theme Geo Map views.

Note:

If you have configured value formats such as Number, Currency, Percentage, or Date with Active Data Service on Business Views like List, Action List, and Collapsed List, then, when auto refreshing the table data, the complete table data gets refreshed instead of row-level update. If the table data is more and refresh rate is 1 second, the refresh will impact readability and render slow.

Active data is not supported for Horizontal Bar, KPI Watchlist, Treemap, or Color Theme Geo Map views. Active data is also not supported for external data objects.

The time zone in your Personalization does not control the time slice for active data. Active data time is based on UTC.

Note:

A time series or group arranges data in a view based on a datetime field, while active data focuses on a particular time slice in a data object. These options can coexist in the same view.

If the Use Time Series option groups view values, the view data appears to slide from right to left as time passes. If the Use Time Groups option is selected, there is no sliding effect, but the data displayed in the stationary time groups changes as time passes.

See Using a Time Group or a Time Series for more information about grouping data by datetime values in the query on which a view is based.

To configure active data:

From the view tab, click Runtime-Interaction.
Click Active Data.
Active data may not be used on a predefined SQL query. Business Views created using a predefined SQL query are used for tactical data display and not active data.

Note:
Active data is not supported with opaque queries. Therefore, do not enable active data where opaque queries are used.
Check the Turn this query into a continuous query box.
Optionally, check the Allow runtime modification box. This enables you to change active data properties at run time in the view mode.
To make data aggregation (computation of averages, sums, and so on) active, specify the following settings:
- Active Data Collapsing — Optionally check this box to enable continuous data aggregation.
- Interval — Specify how often the aggregation result is updated in the view.
- Units — Select Day, Hour, Minute, or Second for the Interval.
If you change the Interval and Units in a dashboard open for viewing, the new data snapshot is rendered only when the interval ends. For example, if the interval is set to one minute, the new snapshot is shown after one minute and then active data collapsing occurs.
To define a time window, specify the following settings:.
- Use a time window — Optionally check this box to define a period over which and a frequency at which data is updated. For example, you could update the number of calls completed in the last hour every ten minutes.
- Sliding Range Based on — A date or time column upon which the rolling window calculation is based. For example, choosing Call Start Time enables the system to determine whether a given call is within the rolling window period.
  
  This setting is displayed only if the selected data object is a relation. It is not supported for stream data objects.
  
  Note:
  In JET—based views, the sliding tool may shrink if you adjust it manually as and when active data keeps populating in the view. This might invalidate the time window you have selected resulting in the business view not displaying any data. To correct this, set the business view to refresh automatically. Alternatively, you can set the entire dashboard to auto refresh.
- Range Length — The period over which data is displayed, from an amount of time in the past to the present. Examples of ranges are the last 30 minutes or the last 24 hours.
- Update Interval — The frequency at which the result within the rolling window is updated.
- Units — Select Day, Hour, Minute, or Second for the Range Length and Update Interval.
Click Apply.

8.6 Editing, Renaming, Deleting, and Securing Business Views

This section contains information on modifying business view properties or deleting them.

You can edit, rename, delete, and secure views just as you can any other Oracle BAM entity.

8.6.1 Editing a Business View

Use the following procedure to open, edit, and save a view. When you edit a view, the changes propagate to all dashboards that include the view.

Note:

If a view no longer works because the underlying query or data object has changed, you must close and reopen the view before you can edit and save it.

To edit a view:

In the left navigation pane, click the arrow to the left of Business Views.

All saved views in the current project are displayed in a list.
Click the view name, or right-click the view name and select the Edit menu item.
Make the desired changes.
Click Save. If you do not see the Save option or other tools like the Display Info (i) button, ensure that your browser is on the full screen more. In addition, collapse the navigation pane. This is a known issue.

8.6.2 Renaming a Business View

Use the following procedure to change the Display Name of a view.

The Display Name is case sensitive and may contain any characters except the forward slash (/), which indicates a folder path. It may have up to 128 characters. It can be changed at any time.

To rename a view:

In the left navigation pane, click the arrow to the left of Business Views.

All saved views in the current project are displayed in a list.
To rename the view, right-click the view name and select the Rename menu item.

The name becomes text in an editable field.
Type the new name and press Enter.

The new name appears in the list.

When you edit the view, the new Display Name is displayed on the tab. This name is also displayed when you see the view in a dashboard.

However, the internal Name remains unchanged. When you edit the view, this name is displayed on the left in the header.

8.6.3 Deleting a Business View

Use the following procedure to delete a view. The view is removed from any dashboards that reference it.

To delete a view:

In the left navigation pane, click the arrow to the left of Business Views.

All saved views in the current project are displayed in a list.
Click the view icon and click the Delete icon, or right-click the view name and select the Delete menu item.

A dialog asks you to confirm the view deletion. If any dashboards contain the view, they are listed.
Click OK.

The view disappears from the list.

8.6.4 Securing a Business View

A view inherits security settings from the project in which it is created. For more information about projects, see Planning and Creating Projects.

To change security settings for a view:

In the left navigation pane, click the arrow to the left of Business Views.

All saved views in the current project are displayed in a list.
Right-click the view and select Security from the pop-up menu.

The security tab for the view opens.
To add a role or group to whom you can explicitly grant or deny permissions, follow these steps:
1. Click the Add icon in the Grant Permissions or Deny Permissions table.
  
  The Add Application Roles, Groups, and Users dialog opens.
  
  See Managing Oracle BAM Users for information about how to add users to roles and groups.
2. Type a Name for the role or group you are adding.
3. Select from the drop-down List: Application Role or Group.
4. Click Search to populate the Available Members list.
5. To add a member to the Selected Members list, select the member and click the single right arrow.
6. To add all members to the Selected Members list, select the member and click the double right arrow.
7. To remove members from the Selected Members list, use the single and double left arrows.
8. When the Selected Members list is final, click OK.
  
  The Add Application Roles, Groups, and Users dialog closes, and the Name you specified appears in the table.
To remove a role or group, select the table row and click the Remove icon.
To grant permissions, select Read, Write, Remove, or Security for the users, roles, and groups listed in the Grant Permissions table.
To deny permissions, select Read, Write, Remove, or Security for the users, roles, and groups listed in the Deny Permissions table.
Click Save.