OBIEE 11G - Master Detail

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1 - About

Master-detail linking of views allows you to establish a relationship between two or more views such that one view, called the master view, will drive data changes in one or more other views, called detail views.

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3 - Example

For example, suppose you have the following two views:

  • A table that shows Dollars by Region
  • A graph that shows Dollars by Brand with Region on a section slider

Using the master-detail linking functionality, you can link the two views so that when you click a particular Region in the table, the Region on the section slider of the graph as well as the data in the graph changes to reflect the Region that was clicked on the table. Clicking CENTRAL REGION in the table, positions the thumb in the section slider on CENTRAL REGION and updates the data in the graph to the data for the CENTRAL REGION.

4 - Event

4.1 - Channel

A channel links a master view to a detail view. It is the vehicle that carries master-detail events from the master view to the detail view. The same channel must be used for both the master view and the detail view in a master-detail relationship, for example, Channel1.

4.2 - Information

When a master-detail event is raised, it passes the definition of the cell (or item) in the master view that was clicked.

The specific information it passes depends on the type of column:

  • For an attribute column, it passes the clicked value as well as the contextual information to the left and above the axis member. For example, if the attribute column District is the master column, and you click CHICAGO DISTRICT, then the master-detail event information passed is Region = CENTRAL REGION and District = CHICAGO DISTRICT.
  • For a measure column, it passes all the contextual information for the data value. For example, if the measure column Dollars is the master column, and you click 4724882.00, then the master-detail event information passed is Region = CENTRAL REGION, District = CHICAGO DISTRICT, and Year = 2000.

The master-detail event information defines the position of a page edge or a section slider in a detail view.

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4.3 - Steps

When a master view and a detail view are linked and a user clicks a cell (or item) in the master column, a master-detail event is generated on the designated channel and the master-detail event information is passed to the detail view.

The detail view (which is listening on the designated channel for master-detail events) receives the event and the master-detail event information. It reviews the master-detail event information to determine which column in this information matches the detail column. When it finds a match, it takes the column values in the master-detail event information, updates the detail column, and then refreshes the entire detail view.

Note: If a master column is on a section slider, then any detail view that is not visible initially in the browser is not updated and refreshed until the view becomes visible when you scroll down.

5 - Master

5.1 - Views

A master view drives data changes in one or more detail views.

A view becomes a master when you set up the interaction of a column to send master-detail events on designated channels. This column is known as the master column. The master column is the column whose values when clicked will send a master-detail event, which passes information to update the data in a detail view.

The following types of views can be master views:

A master view can:

  • be in the same analysis as the detail view or in a different analysis.
  • update data in one or more detail views.
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5.2 - Master Column

To set up a master column, you have to fill the interaction tab of the column properties to send master-detail events on a specified channel.

When clicked, the column will send a master-detail event, which passes information to update the data in a detail view.

Any type of column — hierarchical, attribute, or measure — can be a master column.

The master column must not be displayed:

in the master view. It must be displayed in the body of the view.

While hierarchical columns are supported as master columns, if a user clicks a hierarchy level, then a change will take effect in the detail view only if the level is expanded there as well.

6 - Detail

6.1 - Detail View

A detail view is a view that listens for and responds to master-detail events sent by a master view on a specified channel.

A view becomes a detail view, when you set up the view to listen to master-detail events.

The following types of views can be detail views:

  • Graph
  • Funnel graph
  • Gauge
  • Table
  • Pivot table

A detail view:

  • Can listen for master-detail events from multiple master views
  • Can be in the same analysis as the master view or in a different analysis
  • Cannot act as a master to another view

6.2 - Detail Column

A detail view includes one or more columns whose values will be changed directly by the information passed by a master-detail event. These columns are known as detail columns.

Type of view The detail Column must be displayed on …
Pivot tables the page edge
Tables the page edge
Graphs or Funnel graph the page edge, or on the section slider
Gauges the page edge, or on the section slider

If a detail column is on a section slider and a page edge is present, the detail column will not be updated by the information in the master-detail event. For example, if the information in the event is Region=CENTRAL and Year=2009, and the page edge of the detail view has Region and the section slider has Years, then only the Region will be updated.

When a detail view contains multiple detail columns, it is listening for and responding to master detail events on multiple channels.

7 - Documentation / Reference