How to Format the columns and Changing Column Order in OBIEE

 Formatting Columns and Changing Column Order

1. Additional formatting can be done column by column, by selecting the format icon (looks like a hand) within any column. Doing so opens the column format dialogue box.

2. The column order can be changed by dragging and dropping the column, or the parent heading (if they are being displayed). When dragging, a dark blue bar indicates where the column or group can be dropped.

3. Investigate the options available if you select the “Column Properties” icon (looks like a hand). Don’t make any changes yet!

4. Practice dragging and dropping the columns to re-order the column order. Notice that you can re-order columns on both the “Criteria” tab and the “Results” tab (as long as you are in the table editor, not the compound layout).

5. Make sure the column order is Region, Brand, Units, and Dollars before continuing.  

Filtering the Request

 

1.Requests can easily be filtered by selecting the filter icon (looks like a funnel) on any column on the Criteria tab. This will open the filter dialogue box.

2.Click the Criteria tab.

 

3.Click on the filter icon on the “Region” column. This will open the filter dialogue box.

 

4.When you want to filter on a column that doesn’t exist on the request, hold down the key and select the column from the pick list. This will open the filter dialogue box without adding the column to the request.

1.Clicking on the “All Choices” option will list all elements available within that column.

 

2.Clicking the “Limited Choices” option will constrain the resulting list to any other filter that has already been set. For example, if the user had already set a filter on the column “Country” to “United States”, then the only regions appearing in this list would be regions in the U.S.

 

3.There are many options for filtering including using the operator column to include, exclude, or set a range of values.

4.Click the “All Choices” option

 

5.Select two regions from the resulting list, the “CENTRAL REGION” and “EASTERN REGION”.

 

6.Select the “OK” button.

 

7.Click the Tabular View icon to see your results.

Adding a Grand Total

 

1. The request content is now filtered to display just the two specified regions.

 

2. Clicking on the “Sigma” button in the upper left hand corner will add a grand total line to the request.

3. Click the “Sigma” button on the upper left hand corner of the table editor to add a grand total line.

Totals and Sub-Totals

 

1. Clicking on the “Sigma” button in the upper left hand corner will add a grand total line to the request.

 

2. Clicking the “Sigma” button on any column, will add a sub-total break whenever a new element appears in the list.

 

3. Click the button above the “Region” column to add a sub-total break after each region.

Result

1.The request now has subtotals wherever there is a “break” in the elements in the first column

2.and a grand-total at the bottom of the request.

3. Click the “Save” button in the upper right hand corner.

4. Click the ‘Create Folder’ button in the upper right-hand corner and create a folder titled ‘Day 1 Requests’ (save all requests built today into this folder).

Opening the Compound Layout Editor

 

1. Each request will be contained in a compound layout when added to a dashboard. The compound layout contains the title, tabular views, charts, or any other items needed to display the request.

 

2. Clicking on the “Compound Layout” button (to the left of the editor drop-down) will take you to the compound layout editor, where you can arrange multiple request objects (such as this tabular view, and other views, such as charts), for display on the Dashboard.

3. Click on the “Compound Layout” button.

Editing a View

1. The compound layout contains different views of the data as well as views such as the title view. At this point we have the title view and the tabular view in the compound layout.

2. Each view contains the following icons:

• Format View – set alignments and widths, etc. Edit View – clicking this will put the view into edit mode.

• Delete View – clicking this will remove the view from the compound layout.

• The view will still be saved with the request but will not be displayed on the dashboard. 

Editing a View

 

Click the Cancel button to return to the Compound Layout editor

Adding a View to the Compound Layout

To add a “view” to the compound layout, click an icon to the right of the words “Add View”. These are the most commonly used views. This will add the view to the bottom of the compound layout. You can drag and drop the view to the desired place after adding it.

 The following icons are displayed:

•    1. Table

•    2. Chart

•   3.  Pivot Table

•   4.  Filter

If you click the words “Add View” you will see additional “views” that can be added to the compound layout, such as Column Selectors and View Selectors. We will be adding these in a future exercise.

 1. Add a Filters view at the bottom of the request by clicking the Filter button.

2. Click the “Save” button in the upper right hand corner.

Result