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    OBIEEstudy Guide

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    37 views13 pages

    OBIEEstudy Guide

    Uploaded by

    pur
    study guise obiee

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    © All Rights Reserved
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    of 13

    Lesson 3: Pivot Tables

    Now that you’ve learned how to create filtered Answers analyses, you’re ready to start learning how to
    create the different views of the analysis available in Answers. In this lesson, you will create a pivot
    table to examine your results, and add calculations and formatting to that pivot table.

    Exercise 3a: Creating a pivot table


    1. Create the following new analysis in Answers:

    2. Click the Results tab to view the table.

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    3. In the Views Section, click on the New View icon, and select Pivot Table.

    Notice the Done and Revert buttons near the top right of the screen. Revert will remove any
    modifications made since the editor was opened. Also notice that when those two buttons are
    present you are in edit mode, and cannot create other views until clicking Done to leave edit
    mode.

    4. Just as you can rearrange the order of columns in a table, you can also rearrange columns in a
    Pivot Table View. Hover your mouse over the Work Type column to display the column
    anchor at the top of the column.

    5. Move your mouse over the column anchor so that the cursor changes to a 4-way arrow. Left-
    click on the column anchor, the hold and/drag/drop it to the left of the Division column,
    looking for the blue-gray insertion line just as with the table view. Release the mouse button to
    drop the column in the new position.

    6. Demonstrate the use of the Display Results option by clicking on the show results icon in
    the toolbar. This option allows you to display / not display the results of any layout
    modifications you make as you work in the Pivot Table layout. For large layouts which take a
    while to refresh, you may wish to uncheck the Display Results box while you are rearranging
    and repositioning objects in the pivot table layout canvas. For this training class, select
    (highlight) the icon so that the results are displayed each time you make a change to the pivot
    table layout.

    Also, if you want more room to view your results, you have the ability to Show/Hide the
    Layout Pane by clicking on the layout icon, and to Show/Hide the Selection Step Pane by
    clicking on this icon .

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    7. Drag the Overhead Hours column from the Measures area to the Excluded area in your
    layout controls. When you see a blue line appear around the Excluded control, you have a
    valid insertion point and can drop the column. Dragging an object to the Excluded area
    removes it from the visible portion of the Pivot Table.

    Helpful Hint: A new feature in OBIEE 11g allows columns to be excluded from
    Table views as well as Pivot Table views.

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    8. Now let’s arrange Fiscal Months to go across the page. Drag the Fiscal Month column from
    the Rows section and drop it below the Measure Labels in the Columns area in your layout
    controls. When you see a blue line appear, you have a valid insertion point and can drop the
    column.

    9. Your pivot table results should look like this:

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    Exercise 3b: Adding pivot table calculations
    Assume that you want to add a measure to your pivot table to display the percentage of Corrected
    Hours represented by each Division and Work Type. To accomplish this, you can add a pivot table
    calculation.

    1. Duplicate the Corrected Hours measure by clicking the More Options icon for the
    Corrected Hours measure and selecting Duplicate Layer.

    2. Next, we’ll set the name for this new layer. Click the More Options icon for the new measure
    (the duplication) and select Format Headings.

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    3. In the Edit Format dialog box, type % of Period as the caption.

    Also note the other formatting options available in the dialog box. You can set font, cell, and
    border properties on this screen, as well as more options on the Additional Formatting
    Options screen. Click OK when you’re ready.

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    4. Click the More Options icon for the duplicated measure and select Show Data As … Percent
    of … Column.

    This setting means that the measure will be displayed as a percentage of the total for the
    column in which the measure resides. You can present a measure as a percentage of the total
    amount for any dimension present in the pivot table layout, for example a row or a section.

    In this example, selecting Percent of Row would compute each Fiscal Month as a percentage
    of the total for all selected Fiscal Months.

    You can also set alternate aggregation rules for the measure using the Aggregation Rule option
    (the default is Sum).

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    5. Create subtotals for each value of Work Type by clicking the Total sigma (sum) icon in
    the Rows areas of the Layout pane for the Work Typecolumn and selecting After.

    Note that this is not the Total icon that appears after the Rows title above the columns,
    which would add a Total at the very bottom of each Column, for ALL rows in that column. We
    will use that icon in the next exercise.

    Note that you have formatting options available for these totaling rows.

    6. To display the Corrected Hours and % of Period together for each Fiscal Month, going
    across the page, drag and drop the Fiscal Month column above the Measure Labels column.

    becomes

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    7. Your top left of the pivot table results should now look like this:

    Note that there are many other features of pivot tables, such as section and page controls.

    8. Save the analysis as Presidential Recap.

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    Exercise 3c: Adding pivot table totals
    1. In the previous exercise we learned how to add a subtotal for each value of a dimension listed
    in the Rows area. To add a Grand Total to the report, click on the sigma (sum) icon
    immediately to the right of the word Rows. Choose After to display the Grand Total at the end
    of all other rows.

    2. Likewise, you can add totals for all columns. Click on the sum icon immediately to the right of
    the word Columns, and select Before to add a column of totals to the left of the existing
    columns.

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    Exercise 3d: Formatting pivot tables
    In this exercise, we’ll explore some of the many formatting options available for pivot tables.

    1. Format the color of the cells in the Fiscal Month column by clicking on the More Options
    button for the Fiscal Month column, and selecting Format Values.

    2. Set the background color to a nice medium blue by clicking the Background Color box
    and entering #0000FF as the color. Set the Font color to white by clicking the Color box
    and entering #FFFFFF as the color. (You may enter or select whatever colors you want.)
    Let’s also change the Horizontal Alignment to Center.

    Any column, subtotal, or grand total may be formatted in exactly the same manner.

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    Exercise 3e: Creating pivot table calculated items
     
    In this exercise, we will move a dimension into the Pivot Table Prompts (i.e. Drop here for Pivot
    Prompts) area to create a dropdown selection list. In addition, we’ll create a new calculated value for
    Work Type (an on-the-fly sum of Operational Improvement and Operational Support that we will call
    Billables), and it will appear in the dimension dropdown list along with the other “real” values.
     
    1. Beginning with the pivot table from the previous exercise, grab the Work Type tile and drag it
    up into the Pivot Table Prompts area of the layout panel. This places the values of Work
    Type into a dropdown box displayed at the top of the pivot table.

    2. Click the More Options button for the Work Type tile, and select New Calculated Item.

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    1. Enter Billables as the name of the calculated item, and use your mouse to click Operational
    Improvement then the shuttle arrow to move it into the formula. Follow with the plus sign,
    and shuttle Operational Support into the formula to create this:  

    2. Click OK when the formula is finished.  

    Your new value is now available for selection in the dropdown box.

    This technique is not limited to the Pages area. No matter where a dimension column is located, its
    More Options button will include a New Calculated Item option.

    NOTE: A calculated item created in this manner will be present in all views.

    3. Resave the Presidential Recap analysis.

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