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Business View Editor

The Business View Editor helps you to create or edit a business view. It appears when you do one of the following:

  • Right-click the Business Views node in the Catalog Manager, select New Business View from the shortcut menu, type a name in the displayed dialog and select OK. Then in the Add Tables/Views/Queries dialog, select one resource and then select OK.

    Or if you select more than one resource in the Add Tables/Views/Queries dialog and select OK, then in the Query Editor select the required table columns and join the tables and select OK.

  • In the Catalog Manager right-click a business view and select Edit from its shortcut menu.
  • Right-click a business view or an element in it and select Edit from the shortcut menu in the Resources box of the Display screen in the map wizard.

Business View Editor

The following are details about options in the editor:

Menu

  • File
    • Save
      Saves the business view with all the changes made in this editor.
    • Save As
      Saves a copy of the business view with a different name.
    • Close
      Exits this window.
  • New
    • Category
      Opens the Category Property dialog to add a category into the business view.
    • Group
      Opens the New View Element dialog to add a group object into the business view.
    • Aggregation
      Opens the New View Element dialog to add an aggregation object into the business view.
    • Detail
      Opens the New View Element dialog to add a detail object into the business view.
    • Hierarchy
      Prompts you to provide a name for the new hierarchy you are going to create.
  • Tools
    • Security Configuration
      Opens the Edit Business View Security dialog to configure security for all the business views in the current catalog data source.
    • Query Editor
      Opens the Query Editor to edit the data resources used for the business view.
    • Predefined Filter
      Opens the Predefined Filter dialog to add predefined filters to the business view.
  • This image notes any new content for version 17 of the product. For more information please see the Release Notes or What's New topics.Options
    • Auto Add Prefix in Display Names
      Similar to the data source property Use Mapping Name Prefix which controls whether the table names will be prefixed as "tablename_" in the default mapping names of their columns, this property decides whether to automatically append the same prefix in the default display names of the view elements in the business view when adding view elements based on the columns. The two properties work independently from each another, which means you can have column names prefixed with corresponding table names in a data source automatically by setting Use Mapping Name Prefix to true, but choose not to have the prefix for view elements by clearing Auto Add Prefix in Display Names.
    • By default the property is false. In this case, when a column's mapping name contains the "tablename_" prefix which however is not automatically generated but user customized and you add a view element based on the column, the prefix will still be removed from the display name of the view element.

      You can also set this option via the same-name property of the business view.

  • Help
    Displays the help document about this feature.

Toolbar

  • Save
    Saves the business view with all the changes made in this editor.
  • Delete
    Deletes the selected categories, groups, aggregations or details from the business view.
  • New Category
    Creates a category in the business view.
  • New Group
    Creates a group object in the business view.
  • New Aggregation
    Creates an aggregation object in the business view.
  • New Detail
    Creates a detail object in the business view.
  • New Hierarchy
    Prompts you to provide a name for the new hierarchy you are going to create.
  • This image notes any new content for version 17 of the product. For more information please see the Release Notes or What's New topics.Select Filter Resources
    Opens the Select Filter Resources dialog to customize the view elements that are available when filtering reports created based on the business view.
  • Query Editor
    Opens the Query Editor to edit the data resources used for the business view.
  • Predefined Filter
    Adds predefined filters to the business view.
  • Help
    Displays the help document about this feature.
  • Move Up button
    Moves the selected objects one step up.
  • Move Down button
    Moves the selected objects one step down.

Resource Objects

Lists all the data resources that can be used for the business view.

  • Sort button
    Displays the Sort drop-down menu to sort the resources in the ascending or descending order. The default sort order is controlled by the Sort option in the Catalog category of the Options dialog. When Sort is not selected in the Options dialog, No Sort is selected by default in the drop-down menu which means the resources are listed in their original order in the database. The change of sort order here is a one-off action and will not be remembered after you exit the Business View Editor.

    Note: The logic folder nodes Formulas and Summaries for holding corresponding resources always display together. The sort will be applied separately on them from the other folders in the panel.

  • Search button Search
    Opens the search box to search for resources in the panel. To start the search, type in the text you want to search for and the resources containing the matched text will be listed.

    In the search box, there are the following options:

    • More Search Option button
      Lists more search options.
      • Highlight All
        Specifies whether to highlight all matched text.
      • Match Case
        Specifies whether to search for text that meets the case of the typed text.
      • Match Whole Word
        Specifies whether to search for text that looks the same as the typed text.
    • Close button
      Closes the search box and cancels the search.
  • Close button
    Closes the panel. To display the panel again, select the expand arrow on the left of the Business View panel.

Business View

You can add or edit the resources of a business view in this panel. The resources are arranged in a tree structure. Under the root category, categories, view elements and hierarchies can be added. Categories are used as virtual folders to hold sub categories and view elements. View elements and hierarchies can be added in any categories including the root category.

  • Sort button
    This image notes any new content for version 17 of the product. For more information please see the Release Notes or What's New topics. Displays the Sort drop-down menu to sort the resources excluding the elements in hierarchies in the ascending or descending order.
  • Search button Search
    Opens the search box to search for resources in the panel.

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