Business View Editor window

This window helps you to create or edit a business view. It appears when you do one of the following:

• Right-click the blank Business View node in the Catalog Browser, select Add Business View from the shortcut menu, input a name in the displayed dialog and click OK. Then in the Add Table/View/Query dialog, select one resource and then click OK.

  Or if you select more than one resource in the Add Table/View/Query dialog and click OK, the Query Editor is displayed. Select the required table columns and join the tables and click OK.

• In the Catalog Browser 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.

See the window.

The following are details about options in the window:

File

• Save
  Saves the business view and applies all the changes made in this window.
• Save As
  Saves a copy of the business view with a different name.
• Close
  Exits this window.

Insert

• Category
  Opens the Category Property dialog to insert a new folder into the business view.
• Group
  Opens the Add View Element dialog to insert a group object into the business view.
• Aggregation
  Opens the Add View Element dialog to insert an aggregation object into the business view.
• Detail
  Opens the Add View Element dialog to insert a detail object into the business view.
• Hierarchy
  Prompts you to provide a name for a new hierarchy and then adds a hierarchy into the business view resource tree. The name should be unique among the hierarchies in a business view.

Tools

• Security Configuration
  Opens the Edit Business View Security dialog to configure security for all the business views in the data source.
• Join Editor
  Opens the Query Editor window to edit the self contained query for the business view.
• Predefined Filter
  Opens the Predefined Filter dialog to add predefined filters to the business view.

Help

• Business View Help
  Displays the help document about this feature.

Toolbar

• Save
  Saves the business view and applies all the changes made in this window.
• Delete
  Deletes the selected categories, groups, aggregations or details from the business view.
• Insert Category
  Inserts a new folder into the business view.
• Insert Group
  Inserts a group object into the business view.
• Insert Aggregation
  Inserts an aggregation object into the business view.
• Insert Detail
  Inserts a detail object into the business view.
• Insert Hierarchy
  Prompts you to provide a name for a new hierarchy and then adds a hierarchy into the business view resource tree. The name should be unique among the hierarchies in a business view.
• Join Editor
  Opens the Query Editor window to edit the self contained query for the business view.
• Predefined Filter
  Opens the Predefined Filter dialog to add predefined filters to the business view.
• Move Up
  Moves the selected object one step up.
• Move Down
  Moves the selected object one step down.

Resource Objects

Lists all the resources that can be inserted into the business view.

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.

For how to add and edit elements in a business view, see Adding/Editing elements.

For how to add hierarchies, see Defining hierarchies.

To change the display name of an element or the name of a hierarchy, use the Rename option on its shortcut menu.

To adjust the order of an element or a hierarchy, select it and click or on the toolbar. For an element, you can also make use of the Move Up and Move Down options on the shortcut menu.

To delete one or more elements or hierarchies, first select them, then click on the toolbar or use the Delete option on the shortcut menu. For an element, you can also drag it to the left panel to remove it. The root category cannot be removed.

Related topics:

• Editing a business view