Search, Sort and Filter Tree Nodes

Overview

A Search panel is available on the Edit Data Sources screen which allows users to search, sort, and filter tree nodes.

Search For

As shown above, on the Edit Data Source screen, users can search a data source’s tree for specified text or for specific database objects using the Search panel.

NOTE: If no search results are found, the Search panel will display a message “NOT FOUND”.

To search a data source’s tree for specified text, select a data source tree or any of its sub-nodes (business area or folder). Searching will take place for the selected tree-node and all of its sub-nodes, however, fields will not be searched unless a specific business area or folder is selected.

Next, enter the text to search for in the Search For field. In the Search section, indicate what will be searched: Names (Object Names), Database Objects (Database Object Names) or Both. In the Detail section, indicate the scope of the search: BA and Folders or Fields. When finished, click on [Search]. All matches, including partial ones, will be highlighted in the selected tree/sub-node, as shown above.

Determines what will be searched.

Names

Search only in Object Name (Business Area Name, Folder Name, Field Name).

Examples:

Business Area:

Folder:

Field:

Database Objects

Search only in Database Object Name (Folder Property “Object”, Field Property “Column”, Field Property “Calculation”).

Use this option if you need to find folder(s) that corresponds to a certain database view or table, or if you need to find field(s) that corresponds to a certain column of a database table or view.

Examples:

Folder:

Field:

Both

Search in both Names and Database Object Names.

Detail

Determines the scope of the search.

BA and Folders

Use this option if you need to find business area(s) or folder(s) inside a data source.

The search will be performed across all business areas and folders in a currently selected data source only.

NOTE: Fields won’t be searched.

Fields

Use this option if you need to find field(s) inside a specific folder or business area.

The search will be performed across all fields in a currently selected business area or folder only.

Sort

The Sort panel allows users to sort business areas, folders and fields by:

  • Default (using property position)

  • Name Ascending

  • Name Descending

Filter

The Filter panel contains the 'Show Hidden Fields' checkbox and the [Disable Role Security] button.

Show Hidden Fields - Checkbox

When unchecked, fields that have the Visible field property set to "No" will be hidden. For more information on field properties, refer to Editing Fields.

NOTE: The filter is unchecked by default, which means that the hidden fields won't be shown until users check this checkbox.

[Enable Role Security] / [Disable Role Security] - Button

This button is used to enable/disable the Role Security feature. It switches between "Enable Role Security" and "Disable Role Security", depending on the enabled and disabled date of the button.

NOTE: This button is only available for users with the following security privilege assigned: BISECMNG: Allows the user to modify security.

During initial setup, once security role assignment has been completed for users in BI Catalog Builder, press [Enable Role Security] to activate the Role Security feature. When this feature is enabled, the Security Shield icon () will appear in the bottom left corner of the BI Catalog Builder screen. To deactivate the Role Security feature, click the [Disable Role Security] button.