In Smart View, you can create an ad hoc Oracle Business Intelligence view that can be saved to the catalog and edited in BI Answers.
To define the view layout and type:
Choose a method to invoke the View Designer:
Right-click the Catalog Root node in the catalog tree, and then select Create New View.
Select the Catalog Root node in the catalog tree, and then select Create New View at the bottom of the Smart View Panel.
From the Oracle BI EE ribbon, click .
You must already be connected to a view in the catalog tree to enable the Oracle BI EE ribbon.
The Design Layout tab of the View Designer is displayed, as shown in Figure 37, View Designer, Design Layout Tab for Pivot Table Layout.
In View Type, select the type of view that you are creating:
Table
Pivot Table (the default)
Line Chart
Bar Chart
Column Chart
Area Chart
Pie Chart
Scatter Chart
Stacked Column Chart
The selection that you make affects the options available in Display Style along with the fields in the layout area.
In Display Style, select a View Type and Display Style option from Table 8.
Display style determines how the view is inserted into Excel.
In the left pane of the View Designer, expand a subject area and the folders and columns that you want to work with.
Drag columns from the expanded subject area tree and drop them in the layout area.
The edges in the layout area vary depending on the selections that you made in the View Type, as described in Table 9.
Table 9. View Type Selected and the Edges Available in the Layout Area of the View Designer
View Type Selection | Edges In Layout Area |
---|---|
Table | Page, Section, Row, Column, Measures Optional: In the Row edge, select the Row Grand Total check box. |
Pivot Table (default) | Page, Section, Row, Column, Measures Optional: In the Row edge, select the Row Grand Total check box. Optional: In the Column edge, select the Column Grand Total check box. |
Line Chart | Page, Section, Group By (X), Lines (X), Data: Lines (Y) |
Bar Chart | Page, Section, Group By (X), Bars (X), Data: Bars (Y) |
Column Chart | Page, Section, Group By (X), Columns (X), Data: Columns (Y) |
Area Chart | Page, Section, Group By (X), Area (X), Data: Areas (Y) |
Pie Chart | Page, Section, Pies, Slices, Slice Size |
Scatter Chart | Page, Section, Group By (X), Vary by Color, Data |
Stacked Column Chart | Page, Section, Group By (X), Bars (X), Data: Bars (Y) |
Optional: Perform any of these tasks, as applicable, on the columns you have dragged to edges in the View Designer:
To move a column between edges, drag the column from one edge and drop it on another; for example, drag a column from the Row edge and drop it on the Column edge.
To reposition the column within the edge, click on a column name and select the Up or Down arrow.
To add a subtotal to a column in an edge, click on a column and select Subtotal.
To add columns to filter criteria for this view, click on a column and select Add to Filter.
The columns that you select are added to the Filter Expression area of the Define Filters tab, where you can further define them. See Defining the Filter Expression for Views in View Designer for more information.
To remove a column from an edge, click on the column and select Remove.
Optional: If you are creating a table or pivot table view, regardless of the display style:
Pivot Table view: In the Row and Column edges, select or clear the Row Grand Total and Column Grand Total check boxes as you require.
Table view: In the Row edge, select or clear the Row Grand Total check box.
To define filters, click the Filters tab and continue with Defining the Filter Expression for Views in View Designer.
If you do not plan to define filters, click OK to insert the view into Excel.