Business View Panel

How to:


By defining a Business View of a Master File, you are creating an alternative view of the Master File and can limit the fields available or create a subset of fields from the original Master File. Fields can be grouped into meaningful folders. Field names, titles, and descriptions can be customized for each Business View.

Fields in a Business View are organized into folders. Each folder contains a group of fields. The fields in a folder can come from different segments in the original Master File. The Business View may contain existing fields and can include existing custom fields for DEFINE, COMPUTE, and Filters. Custom fields are associated with a specific segment in the original Master File and are subject to the same rules as real fields. A report can reference fields from multiple folders if they all lie along a single path in the original Master File.

When opening a Master File in the Synonym Editor and clicking the Business View button on the toolbar, a Business View pane opens inside the Synonym Editor where Business View attributes can be added. Adding Business View attributes at this point would update the Master File by inserting the Business View attributes at the end of the file, and once the file is saved, the Business View becomes the active view when the file is used for reporting.

If you do not wish to turn your Master File into a Business View, it is recommended that you save the Business View using a different name or preferably start by creating a new Master File by selecting New, then Synonym via Metadata Canvas. Then, insert a reference to an existing synonym and continue to build the Business View. In this case, the Business View points to the cross-referenced Master File, and all of the actual fields and security information comes from the referenced file when the Business View is used in WebFOCUS tools (such as Joins and Defines) and in reports.

You may create a Business View for an existing Master File by using the Synonym Editor.

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Procedure: How to Create a Business View Using the Metadata Canvas
  1. From the Content group, click Data and then click Synonym via Metadata Canvas. Select a master file and click OK.
  2. Right-click a segment, select Insert, and then Reference to Existing Synonym.
  3. From the Insert Reference to Existing Synonym dialog box, select the synonym for which you want to create a Business View.

    The referenced file is added to the new synonym and its fields are visible in the left frame.

  4. Select Business View from the Tools group to open the Business View panel.

    Note: A Business View Master File may contain only one root folder.

    Tip: Right-click a node in Business View and select Properties to open the Properties panel and view additional information for items selected in the Business View pane. Use the Properties pane to change titles, descriptions, or field names. Items that cannot be edited are grayed out.

  5. In the Business View panel, right-click the file name and select Create Default Business View or New Folder.

    The Create Default Business View option duplicates the segments and fields that are available in the Master File. You can reorganize the view as necessary. The New Folder option creates a root folder to which you can add fields from the Master File on the left pane by selecting them and then dragging them inside the folder. You can create additional folders to create the structure you want.

  6. To add additional folders for the Business View, right-click the Business View root folder that was created in the Business View pane and select New Folder.

    Note: Multiple subfolders can be created and folders may be empty for organizational purposes.

  7. Select fields from the Master File on the left and drag them to the appropriate folder in the Business View pane. Press the Shift or Ctrl key while selecting multiple fields.

    Note: If needed, fields may be duplicated by placing them in multiple folders, but any given folder may contain a field only once.

    The selected fields appear in the Business View pane.

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Reference: Usage Notes for Business Views

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Reference: Using a Business View Master File

When you use the Business View Master File with WebFOCUS tools and reports, the field formats, descriptions, and titles will be retrieved from the original Master File, unless they are customized and a title and description is available through the Business View.

The Table List shows all available Master Files, including the Business Views, that are available. The Remarks column shows a description from the original Master File unless the Business View file contains its own remarks.