Layout pane

Use this pane to specify the layout of data in data views (funnel graphs, gauges, graphs, performance tiles, pivot tables, tables, treemaps, and trellises).

For more information, see:

"Modifying the Layout of Data in Views"

This pane is part of the following editors:

Components Common to All Data Views

Note:

This section describes the components that are common to all data views. Additional components are available in the:

Graph, Funnel, and Gauges editors (see "Additional Components Common to the Graph, Funnel, and Gauge Editors")
Table and Pivot Table editors (see "Additional Components Common to the Table and Pivot Table Editors")
Treemap editor (see "Additional Components Common to Treemap Views")
Trellis editor (see "Additional Components Common to the Trellis Editor")

Drop Targets

Use drop targets to modify the way that data is arranged in a view. By dragging columns from one drop target and dropping them in another, you can rearrange the data to suit your needs.

The drop targets that are displayed in this pane depend on the type of view. For more information, see "Understanding Drop Targets."

Properties

Use this button to display the Properties dialog for a drop target. For example, if you click the button beside the Sections drop target, then the "Section Properties dialog" is displayed. If you click the button beside the view type name for tables and pivot tables, then the Properties dialog for that type of view is displayed.

Additional Components Common to the Graph, Funnel, and Gauge Editors

This topic is not applicable for waterfall graphs.

Display as Slider

Use this box to specify whether the members of the columns dropped in the Sections drop target are to be displayed as a section slider rather than as unique views. Select this box to display the members as a section slider.

Deselect this box to display each member as a unique view.

Deselect this box to hide sliders in graph views that listen to master-detail events, if you want to simplify the appearance of an analysis or dashboard.

For more information on section sliders, see "Defining Section Sliders in Graphs, Gauges, and Funnels."

Use unified scale

This box is available only for line-bar graphs.

Use this box to specify whether to display the lines and bars using the same scale or two separate scales, one for the lines and one for the bars.

Select this box to use one scale for both the lines and bars. The measure column that has the higher values is used for the scale.

Deselect this box to use two scales.

Show In Legend

Use this box to specify whether a legend is to be displayed to show the color variation of the columns dropped in the Vary Color By (Horizontal Axis) drop target.

Additional Components Common to Waterfall Graphs

Show Legend

Use this check box to display the legend. This check box is automatically selected and borders are turned off by default. If the format of the graph is set to Single Color, the legend does not display. See "What Types of Waterfall Graph Formats Are Available?" for additional information.

Totals

Use this button to add a subtotal or total for the view and to display the following options:

Total — By default, the last bar is a total bar. Deselect the measure to remove the total.
- The total is annotated with a Summation icon by default.
- You can insert subtotals for the second and second-to-last columns. The data layout must include at least three measures to include a subtotal bar.
After — Use this option to include subtotals after the data items.
Before — Use this option to include subtotals before the data items.

Group By (Horizontal Axis) — Use this button to perform groupings. Dimensions are dropped into this drop target. Select a single grouping column on which to subtotal, click the Totals button to the right of Group By, and then select one of the grouping columns from the list. The Summation icon displays on the grouping to which the subtotal was applied. The selection is reflected in the results pane, in the tooltip subtotals, and along the horizontal axis.

Additional Components Common to the Table and Pivot Table Editors

Totals

Use this button to add a grand total for that drop target for the entire view for attribute columns and hierarchical columns and to display the following options:

None — Use this option to exclude totals.
Before — Use this option to include totals before the data items. For example, if you add a total on a row that contains regions and select Before, the total is shown before individual districts in the region are listed. (For pivot tables only.)
After — Use this option to include totals after the data items. (For pivot tables only.)
At the Beginning — Use this option to stack all the totals at the top of the view. (For pivot tables only.)
At the End — Use this option to stack all the totals at the bottom of the view (For pivot tables only.)
Labels Only (no totals) — Use this option to display labels for totals, but not the total values. (For pivot tables only.)
Format Labels — Use this option to display the "Edit Format dialog" where you specify the custom text to insert into a totals heading using the Caption field and where you format the labels.
Format Values — Use this option to display the "Edit Format dialog" where you specify the formatting of the totals values.

More Options

Use this button to display the following options:

Column Properties — Use this option to display the "Column Properties dialog," where you edit the properties for a column or hierarchy level to control the appearance of the layout, specify formatting based on a condition, specify interactions, and specify properties that affect write back. Changes made using this option impact all views.

For more information about the cosmetic formatting that you can apply to headings, see "What is Cosmetic Formatting?"
Format Headings — Use this option to display the "Edit Format dialog," where you apply cosmetic formatting to the headings.

For more information about the cosmetic formatting that you can apply to headings, see "What is Cosmetic Formatting?"
Format Values — Use this option to display the "Edit Format dialog," where you apply cosmetic formatting to the values.
Hidden — Use this option to hide the column from the output, or, for the Measure Labels element in a pivot table, to hide the measure labels. For more information on the Measure Labels element, see "Understanding Drop Targets."

Hidden columns do not affect the aggregation of the values.
Show Data As — Use this option to display a measure as either an actual or a relative value. You can display the relative value of the measure, compared to the total, without the need to explicitly create a calculated item for it.

For more information, see "Displaying Relative Values for Measure Columns in Pivot Tables."

Note:

The Show Data As options is available only for items that are stored or calculated measures.

Select one of the following options:
- Values — Use this option to display the actual values of the measure column.
- Percent of — Use this option to convert a stored or calculated measure into a percent of one of the following:
  - Column — Shows the percentage of the column that the value constitutes.
  - Row — Shows the percentage of the row that the value constitutes.
  - Section — Shows the percentage of the section that the value constitutes.
  - Page — Shows the percentage of the page that the value constitutes.
  - Column Parent — Shows the percentage of the column parent that the value constitutes.
  - Row Parent — Shows the percentage of the row parent that the value constitutes.
  - Layer — Displays a menu from which you select the column in the view from which you obtain the percentage that the value constitutes.
  Note:
  
  The number of decimal places depends on the type of measure.
- Index of — Use this option to convert a stored or calculated measure into an index value of one of the same options that are available for Percent of. For example, Column shows the index value of the column that this value constitutes.
Aggregation Rule — Use this option to override the default aggregation rule for a measure in tables and pivot tables by selecting the aggregation rule to apply, as described in "Aggregation Rules and Functions." For attribute columns, ensure that Report-Based Total is selected. This option is not available for the Prompts or Sections drop targets.

Note:

If the Report-Based Total option is not selected, then the Oracle BI Server calculates the total based on the entire result set, before applying any filters to the measure columns.
Display as Running Sum — Use this option to display numeric measures as running sums, where each consecutive cell for the measure displays the total of all previous cells for that measure. This option is a display feature only that has no effect on actual pivot table results.

For more information, see "Displaying Running Sums for Measure Columns in Pivot Tables."
New Calculated Item — Displays the "New Calculated Item dialog," where you create a calculated item for the column. It also automatically creates a selection step that contains the calculated item. See "Creating Groups and Calculated Items" for additional information.
Calculated Item — Displays the "Edit Calculated Item dialog," where you can edit the calculated item.
Hide Details — Use this option to suppress all column members except calculated items in the view. For example, suppose that you have a pivot table that is displaying Region on the row edge, and it is currently showing the values Eastern, Western, and Central. Suppose that you create a new calculated item called "Other Regions" that is the sum of Western + Central. If you select Hide Details, then Eastern, Western, and Central will be suppressed and only the "Other Regions" calculated item will show in the view.

For a view in which columns have been combined from one or more subject areas using Set operations, Hide Details displays these options:
- None — Use this option to not suppress any column members in the view.
- Current View — Use this option to suppress all column members except calculated items in the current view.
- All Views — Not available if the calculated item was applied to a specific view. Use this option to suppress all columns members except calculated items in all views.
Duplicate Layer — Use this option to duplicate a column. You create a duplicate that applies only to this view. The duplicate does not retain filters, selection steps, or formatting that were applied to the original.
Remove Column or Remove Duplicate — Use this option to remove the item on which you have clicked, such as a column or duplicated item. The column is removed from this view and all other views for the analysis. The duplicate is removed from this view only.
Place Value in New Row — Use this option to display section values on different rows. Where section values are displayed together in a row, you can specify that a section value is displayed on a new row.
Hide Repeated Values —Use this option to display column values for a section once and hide repeated values until the values change. When the section column value changes, it is displayed indented to the right to show the hierarchical structure.
Format Measure Label — This option is available only for the Measure Labels element in a pivot table. Use this option to display the "Edit Format dialog," where you apply cosmetic formatting to measure labels. For more information on the Measure Labels element, see "Understanding Drop Targets."

Additional Components Common to the Trellis Editor

Visualization

Use this area to:

Select the type of graph or graphs in which to display the data. To do so:
- For a simple trellis, in the View As box, select one of the following options:
  - Vertical Bar — Use this option to specify a vertical bar graph.
  - Horizontal Bar — Use this option to specify a horizontal bar graph.
  - Line — Use this option to specify a line graph.
  - Area — Use this option to specify an area graph.
  - Line-Bar — Use this option to specify a line-bar graph.
  - Scatter — Use this option to specify a scatter graph.
  - Pie — Use this option to specify a pie graph.
  - Bubble — Use this option to specify a bubble graph.
- For an advanced trellis, first select the measure for which you want to specify a graph type by using the Previous and Next buttons (above the View As box) and then, in the View As box, select one of the following options:
  - Numbers — Use this option to specify a numbers graph.
  - Spark Line — Use this option to specify a spark line graph.
  - Spark Bar — Use this option to specify a spark bar graph.
  - Spark Area — Use this option to specify a spark area graph.
Modify the way that data is arranged in the view. By dragging columns from one drop target and dropping them in another, you can rearrange the data to suit your needs.

The drop targets that are displayed in this pane depend on the type of graph. For more information, see "Understanding Drop Targets."

More Options

Use this button to display the following options:

Column Properties — Use this option to display the "Column Properties dialog," where you edit the properties for a column or hierarchy level to control the appearance of the layout, specify formatting based on a condition, specify interactions, and specify properties that affect write back. Changes made using this option impact all views.

For more information about the cosmetic formatting that you can apply to headings, see "What is Cosmetic Formatting?"
Format Headings — Use this option to display the "Edit Format dialog" where you apply cosmetic formatting to the headings.

For more information about the cosmetic formatting that you can apply to headings, see "What is Cosmetic Formatting?"
Format Values — Use this option to display the "Edit Format dialog," where you apply cosmetic formatting to the values.
Hidden — Use this option to hide the column from the output, or, for the Measure Labels element in a pivot table, to hide the measure labels. For more information on the Measure Labels element, see "Understanding Drop Targets."

Hidden columns do not affect the aggregation of the values.
New Calculated Item — Displays the "New Calculated Item dialog," where you create a calculated item for the column. It also automatically creates a selection step that contains the calculated item. See "Creating Groups and Calculated Items" for additional information.
Calculated Item — Displays the "Edit Calculated Item dialog," where you can edit the calculated item.
Hide Details — Use this option to suppress all column members except calculated items in the view. For example, suppose that you have a pivot table that is displaying Region on the row edge, and it is currently showing the values Eastern, Western, and Central. Suppose that you create a new calculated item called "Other Regions" that is the sum of Western + Central. If you select Hide Details, then Eastern, Western, and Central will be suppressed and only the "Other Regions" calculated item will show in the view.

For a view in which columns have been combined from one or more subject areas using Set operations, Hide Details displays these options:
- None — Use this option to not suppress any column members in the view.
- Current View — Use this option to suppress all column members except calculated items in the current view.
- All Views — Not available if the calculated item was applied to a specific view. Use this option to suppress all columns members except calculated items in all views.
Duplicate Layer — Use this option to duplicate a column. You create a duplicate that applies only to this view. The duplicate does not retain filters, selection steps, or formatting that were applied to the original.
Remove Column or Remove Duplicate — Use this option to remove the item on which you have clicked, such as a column or duplicated item. The column is removed from this view and all other views for the analysis. The duplicate is removed from this view only.

Additional Components Common to Treemap Views

Group By

Use this area to create a header or group for the measure columns that are specified in the Size By and Color By areas.

Size By

Use this list to represent the distribution of the tiles within their parent. The size of the children will always equal the size of their parent. The first measure added in the Criteria tab is displayed as the Size By measure.

Color By

Use this list to represent a distribution of values across all of the tiles at the same level. The second measure added in the Criteria tab is displayed as the Color By measure. If only one measure is added to the analysis, both Size By and Color By will contain the same measure.

Color By is divided into two options: Style and Color.

Style

Use this list to specify the style for the treemap. Style contains two options: Percentile Binning and Continuous Color Fill.

Percentile Binning — Use this option of the Style list to specify that the tiles within the treemap will display based on percentages.
- Bins — Not available for Continuous Color Fill. Use this list to select the number of bins to display in the treemap. You can select various integers, Quartile (4), or Decile (10). Values range from 2 to 12. The number of bins selected corresponds to the number of colors displayed in the treemap.
- Binning Properties — Not available for Continuous Color Fill. This option displays the percentage for the bin based on a total of 100% and is calculated based on the total number of bins selected. For example, if four bins are selected (quartile), then the percentages would be 0, 25, 50, 75, and 100%. Each percentage is color coded and corresponds to the Color selection. This field is non-editable.
  - Label — Not available for Continuous Color Fill. Use this option to enter a label for each bin. Default labels are based on the number of bins selected in the Bins list.
Continuous Color Fill — Use this option of the Style list to specify that the tiles within the treemap will display as a gradient color scheme.

Color

Use this list to select a color palette for the treemap.

See "Drop Target Guidelines for Treemaps" for additional information.

Aggregation Rules and Functions

The following list describes the aggregation rules that are available for measure columns in the "Layout pane" and for columns in the "Edit Column Formula dialog: Column Formula tab." The list also includes functions that you can use when creating calculated items for analyses.

Default — Applies the default aggregation rule as in the Oracle BI repository or by the original author of the analysis. Not available for calculated items in analyses.
Server Determined — Applies the aggregation rule that is determined by the Oracle BI Server (such as the rule that is defined in the Oracle BI repository). The aggregation is performed within Presentation Services for simple rules such as Sum, Min, and Max. Not available for measure columns in the Layout pane or for calculated items in analyses.
Sum — Calculates the sum obtained by adding up all values in the result set. Use this for items that have numeric values.
Min — Calculates the minimum value (lowest numeric value) of the rows in the result set. Use this for items that have numeric values.
Max — Calculates the maximum value (highest numeric value) of the rows in the result set. Use this for items that have numeric values.
Average — Calculates the average (mean) value of an item in the result set. Use this for items that have numeric values. Averages on tables and pivot tables are rounded to the nearest whole number.
First — In the result set, selects the first occurrence of the item for measures. For calculated items, selects the first member according to the display in the Selected list. Not available in the Edit Column Formula dialog.
Last — In the result set, selects the last occurrence of the item. For calculated items, selects the last member according to the display in the Selected list. Not available in the Edit Column Formula dialog.
Count — Calculates the number of rows in the result set that have a nonnull value for the item. The item is typically a column name, in which case the number of rows with nonnull values for that column are returned.
Count Distinct — Adds distinct processing to the Count function, which means that each distinct occurrence of the item is counted only once.
None — Applies no aggregation. Not available for calculated items in analyses.
Server Complex Aggregate — Applies the aggregation rule that is determined by the Oracle BI Server (such as the rule that is defined in the Oracle BI repository). The aggregation is performed by the Oracle BI Server, rather than within Presentation Services. Not available for calculated items in analyses.
Report-Based Total (when applicable) — If not selected, specifies that the Oracle BI Server should calculate the total based on the entire result set, before applying any filters to the measures. Not available in the Edit Column Formula dialog or for calculated items in analyses. Only available for attribute columns.