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Working with perspectives

This section describes how to use the two types of perspectives available in EBX.Platform which are:

• Views (like relational databases views)

• Hierarchies

A hierarchy can be applied to a view by selecting the appropriate hierarchy in the perspective menu.

A perspective can be set as the default perspective on a table, for all users authorized to see this perspective. This perspective can be a view or a hierarchy.

Views

Creating a view over a table allows to visualize specific columns of this table for selected records according to some criteria defined by the user.

The view obtained can also be filtered for the resulting records. To display the initial table, just select Table view in the perspective menu.

In Perspectives tab, the steps for creating a view are the following:

• Step 1. Define the target table and profiles authorized to use the view.

• Step 2. Define criteria for the table records selection.

• Step 3. Choice of table columns to display in the view (selected records projection).

Views can be accessed in two different ways. The first one consists in accessing the target table, and then selecting the proper view in the perspective menu.

The second consists in selecting them directly from the Perspectives tab.

Hierarchies

Definitions:

• Target table: The table for which we want to see the hierarchical dependencies according to other tables, or hierarchical organization if dependencies are recursive.

• Dimension: Dimensions are the possibles analysis axes of the target table. For example Title by Author or Title by Publisher . 

• Levels: Atomic elements that make up a dimension. For example Author is a level of the dimension Title by Author .

  Note: The target table level is the lowest, it corresponds to the leaves of the tree.

• Member: A node of a hierarchy corresponding to a level is called a member of this level.

Hierarchies can be accessed in two different ways. The first one consists in accessing the target table, and then selecting the proper hierarchy in the Perspective menu.

The second consists in selecting them directly from the Perspectives tab.

Moreover, the hierarchy can also be created from this tab. The steps for creating a hierarchy are the following:

• Step 1. Define the target table, the dimension and profiles authorized to use the hierarchy.

• Step 2. Define localized labels for the differents levels of the previously selected dimension.

  This label can be text and can also reference nodes of records of concerned level's table. Thus, the syntax ${/pathOfTheNode} references the node pathOfTheNode in the record of the level's table (The node's path must be absolute starting at the root of the record).

Note: labels can be defined in the XML schema.

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