Saving Objects as Inline or Named

What are Inline or Named Objects?

As you work with certain objects, you can create other objects that are saved with those objects. When you save one object with another, that object is saved "inline." You can save filters, groups, and calculated items inline. For example, you can create a group as part of an analysis. When you save the analysis, the group is saved "inline" or along with the analysis.

In addition to saving these objects inline, you can save them as individual objects with the subject area in the Oracle BI Presentation Catalog. When you save an object on its own, its becomes a "named" object. Named objects provide reusability, because you can create one object and use it multiple times with any analysis, dashboard (for filters), or dashboard page (for filters) that contains the columns that are specified in the named object. When the named object is updated and saved, those updates are immediately applied to all objects where the named object is used.

For example, after you save a group inline with an analysis, you can save the group as its own object in the catalog. You can then apply that named group from the Catalog pane to other analyses.

What is the Folder Structure for Named Objects?

Named filters, groups, and calculated items are generally saved to their related subject area folder. By saving the objects to a subject area folder, you ensure that they are available when you create an analysis for the same subject area.

Named objects saved in the /My Folders folder are available only to you. Objects saved in the /Shared Folders folder are available to other users who have permission to access the folders. If a subject area folder does not exist in your /My Folders folder or within the /Shared Folders folder, then the subject area folder is created automatically. When you save the object, the "Save As dialog" displays a default save path to /My Folders/Subject Area Contents/<subject area>. However, the dialog's Folders area continues to display all instances of the subject area folder in the catalog.

Saving Filters as Inline or Named

When you create an inline filter in the Analysis editor: Criteria Tab's "Filters pane," you can optionally save the inline filter as a named filter. Named filters can also be created at the analysis level or as a standalone object from the global header.

A named filter can filter all or some of the analyses that are embedded in a dashboard or analyses that are embedded on the same dashboard page.

Saving Groups and Calculated Items as Inline or Named

You can save groups and calculated item as an inline or named object:

• When you create a group or calculated item while editing and saving a view or while working in the "Compound Layout," the group or calculated item is saved inline with the analysis.

• When you work in the Selection Steps pane:

  • You can save a group or calculated item that is within a step as a named object in the catalog.

  • You can save a set of steps or the resulting members list for a column as a named object. You cannot save a set of steps as a group if one of the steps includes a calculated item.

See "Adding a Group to Another Analysis" for information on adding a saved group to an analysis.

To save a calculated item or group as a named object to the catalog:

1. Display the "Selection Steps pane."

2. Click the link for the calculated item or group, then click Save Calculated Item As or Save Group As to display the "Save As dialog."

3. Complete the dialog to save the object to the catalog.

To save a set of steps as a group to the catalog:

1. Display the "Selection Steps pane."

2. Click the Save Selection Steps button to the far right of the column name.

3. Complete the "Save Selection Steps dialog" to save the group as an object to the catalog.