Viewing Named Ranges Performance Tips

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4.6.4 Using the Excel View

When viewing or editing an Excel spreadsheet in Oracle BAM Active Studio, you can use the Microsoft Excel toolbars and menu options available in the Oracle BAM dashboard. However, you cannot use the New and Save toolbar buttons from inside Oracle BAM Active Studio.

4.6.4.1 Saving the Excel Spreadsheet Outside of Oracle BAM

You can save the Excel spreadsheet outside of Oracle BAM Active Studio. To save the Excel spreadsheet outside of Oracle BAM Active Studio: 1. On the Excel toolbar, click FileSave As. The Save As dialog box opens.

2. Type a file name for the Excel spreadsheet, select a location, and click Save.

4.6.4.2 Viewing Named Ranges

Oracle BAM Active Studio automatically creates named ranges for each column in the Excel spreadsheet view. To view the named ranges and their definitions: ■ On the Excel menu bar, select Insert Name Define. Save in Excel 97-2003 format Gives you the option of saving the Excel view in Microsoft Excel 97 or Microsoft Excel 2003 format if you installed Microsoft Excel 2007. This option is only enabled if Microsoft Excel 2007 is installed on the machine. If you have Microsoft Excel 2007, and you do not select this option, the view will be saved in Microsoft Excel 2007 format. Therefore, if a user later tries to open the report with Microsoft Excel 97 XP or Microsoft Excel 2003, it will fail. If you have Microsoft Excel 97 or Microsoft Excel 2003, the check box will be pre-selected and disabled because the only option is to save the view in Microsoft Excel 97-2003 format. Notes: ■ Applying sorting to an entire column includes the header. In most cases, you want the header cell to remain as the header cell. When you sort a column, select only the cells to be sorted. ■ Data that is blank displays as Null in an Excel view, although filters on blank strings return the rows containing the blanks as expected. For data objects intended to display in an Excel view, the data designer might prefer to substitute the blank or null values in the data object with other representative values for clarity. Table 4–6 Cont. General Properties for Excel Views Property Description Creating and Using Views 4-31 The Define Name dialog box opens. The named range for the entire data set that is specified on the Data Transfer tab in the View Editor is only listed in this dialog box when viewing active data.

4.6.4.3 Performance Tips

For best performance in Excel views where data is very large and very active, the following settings are recommended: ■ In the Oracle BAM Active Studio Report Properties dialog box, on the Advanced tab, increase the active data interval to 3-5 seconds. ■ In the Excel menu bar, select ToolsOptions. On the Calculation tab, select Manual . The default setting is Automatic. ■ Avoid applying macros to run before and after data.

4.7 Creating and Using the Action Form View

This section provides information about creating and using the Action Form View. It contains the following topics: ■ Introduction to the Action Form View ■ Creating Action Form Templates ■ Creating Action Form Views

4.7.1 Introduction to the Action Form View

The Action Form view lets you create an HTML form in a report that can submit information to a data object. The designer of an action form view first decides what the inputs of the form are, and what action is taken. Use an HTML editor to create HTML for the form incorporating all of the necessary inputs. The HTML must be self-contained, but it can use CSS. The HTML must also be valid XML meaning that all tags must be closed and all attributes must have an assignment.

4.7.2 Creating Action Form Templates

Action Form templates contain the HTML needed to create an Action Form view in Oracle BAM Active Studio. Before creating the Action Form view, you must first create an HTML form and define an Action Form template in Oracle BAM Architect.