Table Options in DataPilot

OpenOffice.org 2.0

Document - ID	Specification Owner	Last Change	Status
	Niklas Nebel	2004-07-06	Final
Conforms to	StarOffice Specification Workflow v0.1, Aug 2003
Applies to	Calc
Task ID(s)	i25111
Category	Feature

Abstract

Two new options for DataPilot tables will control the "Filter" button cell, and the interaction to show or hide details. The "show details" function will be able to add fields to a DataPilot table (drill down).

i-Team Members (The specification owner is part of the i-Team)

	Name	E-mail Address
User Experience	Falko Tesch (ft)	falko@sun.com
Development	Niklas Nebel (nn)	niklas.nebel@sun.com
Quality Assurance	Oliver Crämer (oc)	oliver.craemer@sun.com
Documentation	Frank Peters (fpe)	fpe@sun.com

Approved for Implementation

	Approved by	Date
User Experience	Falko Tesch	2004-07-01
Development	Niklas Nebel	2004-07-02
Quality Assurance	Oliver Crämer	2004-07-02
Documentation	Uwe Fischer	2004-07-02
String Review	Elizabeth Matthis	2004-07-06

Document Change History

Rev. Level	Change	Initials	Date
1.0	Niklas Nebel, initial spec	NN	2004-07-01
1.1	Falko Tesch, revised, added mock up, changed strings	FT	2004-07-01
1.2	All i-Team member reviews	OC, UFI	2004-07-02
1.3	String review	EM	2004-07-02

Contents

1	Motivation	3

2	User Scenarios	3

3	Goals	3

4	Requirements and Dependencies	3

4.1	Requirements	3

4.2	Technical Dependencies	3

5	Competitive Analyses	4

5.1	Excel	4

6	Detailed Specification	5

6.1	Enable Filter	5

6.2	Enable Drill to Details	5

6.3	Menu Entries “Hide Details”, “Show Details”	6

7	Show Details of the Innermost Field	6

7.1	G11n	7

7.2	Error Conditions	7

7.3	Migration	7

8	Future Tasks	7

9	Notes	7

10	References	7

Glossary

Term	Description
DataPilot	An interactive table that allows you to perform ad hoc analysis of report data in Calc
PivotTable	An interactive table that allows you to perform ad hoc analysis of report data in Excel

Motivation

The “Filter” button cell that is currently always part of a DataPilot table from table data causes a difference in the table position when an Excel file with a PivotTable is imported.

The renaming of grouped entries (see spec “Grouping in DataPilot”) causes an ambiguity for double clicks on a cell with an item name: The user may want to edit the cell (rename the item), or show/hide details for the item.

User Scenarios

Pivot Tables that make use of table option will not import properly. This makes migration for companies that often use such features more complicated.

Goals

It should be possible to disable the creation of the “Filter” button cell for a DataPilot table, leading to a table layout that is closer to the original when importing Excel files.

It should be selectable for each DataPilot table if a double click within the table starts edit mode for the cell, or shows/hides details. A different way to show/hide details is needed for the former case.

Showing details for an innermost column or row field should allow to select an additional field that will be used as a column/row field, with only details for the selected items shown.

Requirements and Dependencies

Requirements

none

Technical Dependencies

The changed behavior of the menu entries “Hide Details” and “Show Details” in DataPilot tables is consistent with the changed behavior of “Group” and “Ungroup” in the same sub menu, as defined in the feature “Grouping in DataPilot”.

Competitive Analyses

Excel

Excel doesn't have the “Filter” cell in its PivotTables, so there's also no option to disable it.

The option “Enable drill to details” is available in Excel's “PivotTable Options” dialog. If this optin is checked, it will allow showing details when you double-click a cell in the data area of a PivotTable report. In a PivotChart report, this option affects only the associated PivotTable report. This option is not available for reports based on source data from OLAP databases.

A new field for details of the innermost field can be selected using a special dialogue “Show Detail” in Excel. To drilldown to underlying data, one has to double-click the data cell for which one want additional information. In the “Show Detail” dialogue box, one must then select the detail he/she wants to show and confirm it with OK.

Figure 1 “Show Detail” in Excel

Detailed Specification

The “More” section of the DataPilot dialog has two new check boxes:

Figure 2 Changed DataPilot dialog

String list

Item	English	German	Comments
Check box	~Add filter	Fil~ter hinzufügen	
Check box	Ena~ble drill to details	Drilldo~wn zu Details zulassen	

Enable Filter

The check box “Enable filter” is enabled only for DataPilot tables based on spreadsheet data. It's checked by default. If it is unchecked for a DataPilot table, the table will be built without the cell labeled “Filter”, the same way it is done for database data. The DataPilot filter dialog can still be opened using the “Filter” entry in the context menu.

When an Excel file with PivotTables is imported, the “Enable filter” flag is cleared.

Enable Drill to Details

The check box “Enable drill to details” is available for all DataPilot tables and checked by default. If it is checked, a double click on an item label or the empty area next to it shows or hides details for that item. A double click elsewhere in a DataPilot table does nothing. This is the same behavior as in OpenOffice.org 1.1.

If the check box is unchecked, a double click starts the edit mode of the cell, as for cells outside of the DataPilot table. This can then be used to rename group fields or items.

Cells with field titles or the “Filter” cell are unaffected by this setting, they keep their own behavior.

Menu Entries “Hide Details”, “Show Details”

The existing menu entries “Hide Details” and “Show Details” in the “Outline” sub menu of the “Data” menu have a new function when the cell cursor is within a DataPilot table. The cell selection must contain items from a single field. Details for these items are then hidden or shown, depending on which menu entry was selected. This is similar to the existing double click behavior, but with the added possibility of including several items.

Show Details of the Innermost Field

In OpenOffice.org 1.1, showing details for an item from the innermost column or row field had no visible effect (the item's setting was changed, but had no immediate effect on the resulting table). Now, instead, a new column or row field is added in that case. All selected items from the existing field are changed to show details, all other existing items from that field are changed to not show details. The new field can be selected from a list of fields that are not currently used in the same orientation as the selected field, using the dialog shown below.

Example: If a field within a row is selected all fields that are not assigned to a row are listed within the “Show Detail” list box.

Figure 3 New dialog to select a field

String list

Item	English	German	Comments
Dialog title	Show Detail	Detail einblenden	
List box caption	~Choose the field containing the detail you want to show	~Wählen Sie das Feld, dessen Detail Sie hinzufügen möchten	

Tab Order

Tab order follows standard conventions

Key Board Shortcuts

n/a

G11n

N/a

Error Conditions

N/a

Migration

N/a

Future Tasks

N/a

Notes

References

Related specification area

http://specs.openoffice.org/calc/compatibility/pagefields.sxw

http://specs.openoffice.org/calc/compatibility/fieldoptions.sxw

http://specs.openoffice.org/calc/compatibility/grouping.sxw

<Required - Specification Title>

Page

Http://specs.openoffice.org/calc/compatibility/tableoptions.sxw

Table Options in DataPilot

Matthias Müller-Prove

2004-06-28T18:26:55

Falko Tesch