7/25/2019 OBIEE 11G.pdf

1/122

OBIEE 11G

7/25/2019 OBIEE 11G.pdf

2/122

Creating an Analysis

In this topic, you learn how to access Oracle BI EE to create an analysis. You learn about the

different types of columns that can be used to build a simple analysis. You add a filter, totals,

format, and sort the analysis and create and save selection steps.

Beginning the Analytic Process

To log into Oracle BI EE and begin creating an analysis, perform the following steps:

.!avigate to the Oracle Business Intelligence "ign In page and sign in.

a.In a browser window, enter http:##localhost:$%&'#analytics.

b. The Oracle Business Intelligence sign in page appears. Enter your User ID and Password and

clic( Sign In.

2. You are presented with either a personal dashboard or the )ome page. The )ome page is a tas(*

oriented, centrali+ed wor(space combined with a global header, allowing access to Oracle BI EE

obects, their respective editors, help documentation, and so on.

7/25/2019 OBIEE 11G.pdf

3/122

Throughout Oracle BI EE, common icons have been employed for obects. This table contains some

of the most commonly used obect icons in this lesson:

-nalysis

ashboard

ashboard prompt

/ilter

0lic( New > Analysis.

7/25/2019 OBIEE 11G.pdf

4/122

3 . The "elect "ubect -rea pop*up appears. - subect area contains columns that represent

information about the areas of an organi+ation1s business or about groups of users within an

organi+ation. 2hen you create a new analysis, this subect area is (nown as the primary subect area

and will appear in the "ubect -reas pane of the -nalysis Editor. If, as you wor(, you find you needmore data, you can add additional subects areas if they are available for the primary subect area

and if you have permission to access these additional subect areas.

In the "elect "ubect -rea pop*up, select A - Sample Sales. The -nalysis Editor appears.

7/25/2019 OBIEE 11G.pdf

5/122

Using the Analysis Editor

To build an analysis, do the following

1 . E3amine the -nalysis Editor, in which you e3plore and interact with information by visually

presenting data in tables, graphs, pivot tables, and so on. The -nalysis Editor is composed of tabsand panes, including those illustrated below, representing the subect area 4columns5, available

catalog obects, selected columns for the analysis, and filters 4which limit selected data5.

7/25/2019 OBIEE 11G.pdf

6/122

0olumns types include the following:

Attribute

olumn

Is similar to a column in a table in a relational data source. )olds a simple list

of members, which function as attributes, similar to a dimension. E3amples

include 6roductI or 0ity.

!ierar"hi"al

olumn

Is similar to a hierarchy of a dimension in a multidimensional data source.)olds a list in which individual members are shown in an outline manner,

with lower*level members rolling into higher*level members, and outline

totals being shown for the higher*level members. /or e3ample, a specific day

belongs to a particular month, which in turn is within a particular year.

)ierarchy columns can also be:

7evel*based0onsists of one or more levels. /or e3ample, a Time

hierarchy might have levels for Year, 8uarter, and 9onth.

alue*based

0onsists of values that define the hierarchy, rather thanlevels. /or e3ample, an Employee hierarchy might have no

levels, but instead have names of employees who are

managed by other employees. Employees can have titles,

such as ice 6resident. ice 6residents might report to other

ice 6residents and different ice 6residents can be at

different depths in the hierarchy.

;agged

- hierarchy in which all the lower*level members do not

have the same depth. /or e3ample, a Time hierarchy might

have data for the current month at the day level, the

previous monthuarter level. This is also (nown as anunbalanced hierarchy.

"(ip*level

- hierarchy in which certain members do not have values

for certain higher levels. /or e3ample, in the ?nited "tates,

the city of 2ashington in the istrict of 0olumbia does not

belong to a state. The e3pectation is that users can still

navigate from the country level 4?nited "tates5 to

2ashington and below without the need for a state.

#easure

olumn

Is similar to a column of data in a table in a relational data source. )olds a

simple list of data values. It is a column in an Oracle BI Enterprise Edition

repository, usually in a fact table, that can change for each record and can be

added up or aggregated in some way. E3amples include ;evenue or ?nits

"old.

7/25/2019 OBIEE 11G.pdf

7/122

2 . "elect and order columns in your analysis.

a. To create your first analysis, clic( the plus sign 4 5 to e3pand the 0ustomers and

0ust ;egions folders and double*clic( $% &egion to add it to the "elected 0olumns pane.

b.In a similar fashion, add P' Produ"t from the 6roducts folder and ' ( &e)enue from the Base

/acts folder. The "elected 0olumns pane should loo( li(e this:

".You can reorder the columns in your analysis by clic(ing and dragging them. rag P' Produ"t in

front of the 0=& ;egion column. Your selected columns should loo( li(e this:

d.!ow drag the column bac(.

* .a. In a similar fashion, add P' Produ"t from the 6roducts folder and ' ( &e)enue from the Base

/acts folder. The "elected 0olumns pane should loo( li(e this:

7/25/2019 OBIEE 11G.pdf

8/122

b. You can reorder the columns in your analysis by clic(ing and dragging them. rag P' Produ"t in

front of the 0=& ;egion column. Your analysis criteria should loo( li(e this:

".!ow drag the column bac(.

4 .0lic( the &esults tabbed page. The default 0ompound 7ayout appears.

The 0ompound 7ayout is a composition of many views. By default, both a Title and Table view are

defined for you when using attribute and measure columns. - 6ivot Table view is automatically

created when using hierarchical columns in your analysis.

The Title view allows you to add a title 4the default5, a subtitle, a logo, a lin( to a custom online

help page, and timestamps to the results. The Table view displays results in a standard table. You

can navigate and drill down in the data. You can add totals, customi+e headings, and change the

formula or aggregation rule for a column. You can also swap columns, control the appearance of a

column and its contents, and specify formatting to apply only if the contents of the column meet

certain conditions.

7/25/2019 OBIEE 11G.pdf

9/122

In the 0ompound 7ayout, you can create different views of the analysis results such as graphs,

tic(ers, and pivot tables.

+iltering, Sorting, and Sa)ing your Analysis

To filter, sort, and save your analysis, do the following:

. !e3t, you add a filter to the analysis and then save the filter. /ilters allow you to limit the

amount of data displayed in the analysis and are applied before the analysis is aggregated. /ilters

affect the analysis and thus the resulting values for measures. /ilters can be applied directly to

attribute columns and measure columns.- filter created and stored at the analysis level is called an inline filter because the filter is

embedded in the analysis and is not stored as an obect in the 6resentation 0atalog 40atalog5.

Therefore, an inline filter cannot be reused by other analyses or dashboards. If you save the filter

however, it can be reused and is (nown as a named filter. 4!amed filters can also be created from

the global header.5

a. 0lic( the riteria tabbed page.

You can create a filter by hovering over the specific column1s toolbar icon 4 5 and selecting /ilter,

li(e this:

7/25/2019 OBIEE 11G.pdf

10/122

or by clic(ing the @0reate a filter for the current subect area@ icon 4 5 in the /ilters pane and then

selecting the column from the drop*down list, li(e this:

b. )over over the toolbar icon for 0=& ;egion and select +ilter.

2 .a.The !ew /ilter dialog bo3 appears. -ccept the default value for the operator, that is is eual

to is in, and enter a column value 4or a range of column values5 for this condition. To do this, clic(

the drop*down list for alue and clic( the desired chec(bo3es. "elect Ameri"as and E#EA.

The !ew /ilter dialog bo3 should loo( li(e this:

7/25/2019 OBIEE 11G.pdf

11/122

b.0lic( /0.

* .The "elected 0olumns and /ilters panes should loo( li(e this:

"ave the filter that you ust created. 0lic( the #ore /ptions icon 4 5 in the filters pane and select

Sa)e +iltersfrom the drop*down list.

' . The "ave -s dialog bo3 appears. - filter must be saved to a subect area folder so that it is

available when you create an analysis using the same subect area.

!avigate to the "ubect -rea 0ontents folder. !ame the folder ;egional ;evenue and clic( /0.

The "ave -s dialog bo3 appears. !ame the filter Ameri"as and E#EA 1ilter and accept the defaultlocation. If a Confirm Save Location dialog bo3 appears, accept the default. Oracle BI EE allows

7/25/2019 OBIEE 11G.pdf

12/122

you to save any type of business intelligence obect to any location within the 0atalog. )owever,

for some obect types such as filters, Oracle BI EE suggests the best 0atalog location.

The "ave -s dialog bo3 should loo( li(e this:

$ .0lic( /0.

The /ilters pane should loo( li(e this:

7/25/2019 OBIEE 11G.pdf

13/122

!otice that the -mericas and E9E- filter icon has been replaced with a folder icon, indicating that

it is now a saved filter.

.!e3t, you save the analysis so that you can verify the creation of your named filter within the0atalog.

a.0lic( the Sa)e icon 4 5 to save your analysis.

b.!avigate to "hared /olders and clic( the New +older icon 4 5. The !ew /older dialog bo3

appears.

".!ame the folder &egional &e)enue and clic( /0.

D.!ame the analysis &egional &e)enue and clic( /0.

7/25/2019 OBIEE 11G.pdf

14/122

3 .erify the named filter.

0lic( the atalog lin( 4 5 on the global header and navigate to the folder where you saved

your filter. The -mericas and E9E- filter appears in the 0atalog.

4 .0lic( the !ome lin( on the global header and in the ;ecent area, clic( the Edit lin( below your

;egional ;evenue analysis.

5 .!e3t, add a sort to the analysis.

a. On the 0riteria tabbed page, clic( the #ore /ptions icon for * ;evenue and select Sort > Sort

Des"ending.

7/25/2019 OBIEE 11G.pdf

15/122

!otice that a sort icon is added to * ;evenue. The order of the sort is indicated by an arrowA in this

case, the arrows points down, indicating that it is descending. -dditionally, if multiple sorts are

added, a subscript number will also appear, indicating the se>uence for the sort order.

b."ave your analysis again.

'% .0lic( the ;esults tabbed page to verify that the filter and sort are being applied to your analysis.

The 0ompound 7ayout appears.

Your analysis should loo( li(e this:

7/25/2019 OBIEE 11G.pdf

16/122

reating Sele"tion Steps 1or your Analysis

To add selection steps for 6roduct, do the following:

' .Both filters and selection steps allow you to limit the data displayed in your analysis. ?nli(e

filters that are applied before the analysis is aggregated, selection steps are applied after the analysis

is aggregated. "election steps only affect the members displayed, not the resulting aggregate values.

/or e3ample, the outline total for the top level of a hierarchy is not affected if some members of thehierarchy are e3cluded from the selection. !ote, however, that grand totals and column totals are

affected by selections. You can create selection steps for both attribute columns and hierarchical

columns.

"election steps are per column and cannot cross columns. 2hile measure columns appear in the

"election "teps pane, you cannot create steps for them.

0lic( the plus sign icon 4 5 to e3pand the "election "teps pane of the

0ompound 7ayout. The "election "teps pane opens.

7/25/2019 OBIEE 11G.pdf

17/122

2 .)over over '. Start with all members for 6 6roduct and clic( the pen"il icon.

* .The Edit 9ember "tep dialog bo3 appears.

You use the shuttle icons 4 5 to move column members between the

Availableand the Selectedpanes.

6 .0lic( the #o)e All shuttle icon to move all members from -vailable to "elected.

7/25/2019 OBIEE 11G.pdf

18/122

$ . In the "elected pane, select Install and #aintenan"e and clic( the &emo)e shuttle icon to

return these two members to the -vailable pane. You can use 0trl*clic( to select multiple members

in the list.

.a.0lic( /0. The "election "teps pane appears with the new values added. !otice that you can

also save the "election "teps as an obect in the 0atalog by clic(ing the "ave icon.

b.0lic( the minus sign icon 4 5 to minimi+e the "election "teps pane.

3 .erify your results by reviewing your analysis in the Table view.

0lic( the double-headed arrow icon 4 5 within the Table view to

display all rows of the analysis.

The analysis appears with C rows. !ote that the two members, Install and 9aintenance, that you

removed are not in the analysis.

7/25/2019 OBIEE 11G.pdf

19/122

+ormatting and Adding 7otals to your AnalysisTo add formatting and totals to your analysis, do the following:

' .To add totals to your analysis, clic( the Edit 8iew icon 4 5 in the Table view. The Table

Editor appears.

7/25/2019 OBIEE 11G.pdf

20/122

2 .a.To add a grand total to the analysis, clic( the 7otals icon 4 5 to to the right of @0olumns and9easures@ in the 7ayout pane of the Table editor.

b. "elect A1ter from the drop*down list. ;eview the results in the 6review pane above and note that

the Totals icon now displays a green chec(mar(, indicating that a grand total has been added to the

analysis.

7/25/2019 OBIEE 11G.pdf

21/122

".0lic( Done.

* .Before adding a total to ;egion, remove the the sort from * ;evenue.

a.0lic( the riteria tabbed page.

b.0lic( the #ore /ptions icon for * ;evenue and select Sort > lear Sort.

7/25/2019 OBIEE 11G.pdf

22/122

".0lic( the &esults tabbed page and review the Table view to confirm that the sort has been

removed from the analysis.

7/25/2019 OBIEE 11G.pdf

23/122

6 .-dd a total by region to your analysis.

a. 0lic( the Edit 8iew icon 4 5 in the Table view. The Table Editor appears.

b. In the 7ayout pane, clic( the 7otals icon for 0=& ;egion.

"."elect A1ter from the drop*down list. ;eview the results in the 6review pane above and note that

the Totals icon now displays a green chec(mar(, indicating that a total has been added for thatspecific column.

7/25/2019 OBIEE 11G.pdf

24/122

$ .-fter you create and run an analysis, default formatting rules are applied to the analysis1 results.

efault formatting rules are based on cascading style sheets and D97 message files. You can create

additional formatting to apply to specific results. -dditional formats help you to highlight bloc(s of

related information and call attention to specific data elements. You can also use additional

formatting to customi+e the general appearance of analyses and dashboards.

-pply formatting to the 0=& ;egion column.

a.You can apply formatting to a heading. 0lic( the #ore options icon 4 5 for 0=& ;egion and

select +ormat !eadings.

The Edit /ormat dialog bo3 appears.

7/25/2019 OBIEE 11G.pdf

25/122

.a.In the 0aption te3t bo3, enter &egion.

b.In the /ont area, clic( the drop*down list for 0olor and select any red color from the 0olor

"elector dialog bo3 and clic( /0.

".In the 0ell area, clic( the drop*down list for Bac(ground 0olor and select a light blue color from

the 0olor "elector dialog bo3 and clic( /0.

d.0lic( /0 in the Edit /ormat dialog bo3 to see the results of your format changes for 0=&

;egion.

The 6review pane should loo( li(e this:

3 .a.0lic( the 7able 8iew properties icon 4 5 on the toolbar.The Table 6roperties dialog bo3

appears.

7/25/2019 OBIEE 11G.pdf

26/122

b."elect the Enable alternating row 9green bar9 styling chec(bo3 4

5 and clic( /0. The 6review pane should loo( li(e this:

c. 0lic( Done and then save your analysis.

7/25/2019 OBIEE 11G.pdf

27/122

Adding a Graph to an Analysis

In this topi", you learn how to add a graph to an analysis, and apply a sa)ed 1ilter and 1ormat

the graph.

Enhan"ing an Analysis by Adding a :raph

In this subtopic, you begin by creating a new analysis to which you add a graph and apply a named

filter created in the first topic. 6erform the following steps:' .0reate a new analysis by using the same columns that you used to create ;egional ;evenue.

0lic( New > Analysis on the global header.

2 .0hoose A - Sample Sales from the "elect "ubect -rea pop*up.

3 .-dd $% &egion from 0ust ;egions, P' Produ"t from 6roducts, and ' ( &e)enue from Base

/acts to "elected 0olumns.

6 .!e3t, add the named filter that you created to limit the analysis to ust -mericas and

E9E- data.

a.In the 0atalog pane, navigate to locate your filter namedAmericas and EMEA filter.

b. "elect the filter and clic( the Add #ore /ptions icon 4 5.

7/25/2019 OBIEE 11G.pdf

28/122

$ . a. In the -pply "aved /ilter dialog bo3, select the Apply "ontents o1 1ilter instead o1 a

re1eren"e to the 1ilterchec(bo3. This option adds the filter as an inline filter, allowing you to ma(e

changes without changing the 0atalog filter item. !ote that if you do not select this chec(bo3, the

filter is added as a named filter that you can view, but not edit.

b.0lic( /0. The filter is added to your analysis.

."ave the analysis to your ;egional ;evenue folder, entering &egional &e)enue :raph as the

analysis name.

3 .-dd a graph to your analysis.

a.0lic( the &esults tabbed page.

b. 0lic( the New 8iew icon 4 5.

7/25/2019 OBIEE 11G.pdf

29/122

". "elect :raph > ;ar > De1ault

7/25/2019 OBIEE 11G.pdf

30/122

4 .0lic( the &emo)e 8iew 1rom ompound ayout icon 4 5 for both Title and Table views.

Both views are removed from the 0ompound 7ayout. !ote however, that they are still available for

use from the iews pane.

5 ."ave the analysis.

7/25/2019 OBIEE 11G.pdf

31/122

+ormatting the :raph

To enhance the appearance of a graph, perform the following steps:

' .0lic( the Edit 8iew icon 4 5 to begin your formatting changes. The raph editor appears.

2 .The raph, li(e other view editors, is composed of three sections:

7oolbar The toolbar allows you to change graph types and subtypes, print, preview,

edit graph properties, and so on.

Pre)iew pane

The preview pane is a dynamic view of the graph, allowing you to view the

changes instantly.

7/25/2019 OBIEE 11G.pdf

32/122

ayout

The layout allows you to change the properties of prompts, sections,

measures, and so on, and allows you to regroup columns for graph display.

3 .0lic( the Edit properties icon 4 5. The raph properties dialog bo3 appears.

The raph properties dialog bo3 is composed of four tabbed pages: eneral, "tyle, "cale, and Titlesand 7abels. These tabbed pages allow you to do the following:

:eneral "et properties related to the graph canvas, such as canvas width, height, legend

location, and so on.

Style "et properties that control the appearance of the graph such as plot area and

gridlines.

S"ale "et properties for parts of the graph, that is a3is limits and tic( mar(s.

7itles and

abels

"et properties that control the display of titles and labels for the graph.

a. "elect Enable 1or !ori?ontal A@is from the @Foom and "croll@ chec(bo3es. 2hen +ooming andscrolling is enabled for a graph, then the graph includes a Foom icon. The Foom icon allows you to

7/25/2019 OBIEE 11G.pdf

33/122

+oom in and out of a graph1s plot area via its a3es. Once you +oom in on an a3is, you can scroll the

a3is. 2hen you +oom an a3is, a +oom and scroll slider appears.

b. "elect le1t from the 7egend 7ocation drop*down list. The dialog bo3 should loo( li(e this:

Note The @-nimate graph on isplay@ chec(bo3 specifies whether to show initial rendering effects

and is selected by default. /or e3ample, the bars on a hori+ontal graph start at the 3*a3is and move

up the scale on the 3*a3is to the current measurement level.

@7isten to 9aster*etail Events@ allows you to specify this analysis as a detail view in a master*

detail relationship. You will use this option in a subse>uent step when wor(ing with pivot tables.

6 .a. 0lic( the Style tabbed page.

7/25/2019 OBIEE 11G.pdf

34/122

b. 0lic( the Style drop*down list for raph ata and select :radient. The raph ata area allows

you to choose a style for specific types of graphs. /or e3ample, you might choose pattern fill for to

highlight differences on a line*bar graph or gradient for a bar graph to ma(e the data values

standout.

$ .0lic( the ;a"Bground drop*down list and select a light blue "olor from the 0olor "elector and

clic( /0.

6 .a. 0lic( the Spe"i1y radio button for ridlines to enable selection for hori+ontal gridlines andselect the #aCor :rid > !ori?ontal ines chec(bo3.

b. "elect a color of your choice and clic( /0.

7/25/2019 OBIEE 11G.pdf

35/122

The raph properties dialog bo3 should loo( li(e this:

7 .0lic( the S"ale tabbed page. The "cale tabbed page appears.

"pecifically setting a3is limits and tic( mar(s allows you to control what you see on your graph. If

you override the system default for tic( mar(s, the colors that you have selected for hori+ontal andvertical gridlines on the eneral properties tabbed page will be applied to both maor and minor

tic(s.

7/25/2019 OBIEE 11G.pdf

36/122

4 .a. 0lic( the 7itles and abels tabbed page.

b.eselect the chec(bo3 for Use measure name as graph title and enter &egional &e)enue in the

Title te3t bo3.

".0lic( the +ormat 7itle icon 4 5 for raph Title. The @/ont /ormat: Title@ dialog bo3 appears.

You use this dialog bo3 to specify how titles, legend labels, and so on are handled 4such as

truncated automatically5 and to specify font properties.

d.0lic( the +ont +ormat tabbed page.

7/25/2019 OBIEE 11G.pdf

37/122

e."elect 7ahoma from the /amily drop*down list.

1.Enter ' in the "i+e te3t bo3.

g. /rom the 0olor "elector, choose any color and clic( /0.

h.0lic( /0 to close the /ont /ormat: Title dialog bo3.

i. eselect the chec(bo3 for 8erti"al A@is 7itle and clic( /0 to close the raph 6roperties dialog

bo3.

5 .The preview pane refreshes and should loo( li(e this:

7/25/2019 OBIEE 11G.pdf

38/122

E3amine the changes that you made to the graph. The formatting changes have been applied along

with a new title and a hori+ontal +oom. The vertical a3is label has been removed.

0lic( the oom icon and select oom In.

Once you have +oomed in, a slider appears.

'% .a.In the 7ayout pane, move $% &egion from the roup By drop target to the raph 6rompts

drop target. The preview pane refreshes:

7/25/2019 OBIEE 11G.pdf

39/122

The prompt allows you to select each region individually, ma(ing the graph a bit easier to consume.

b. 9ove $% &egion to the "ections area and select the Display as Slider chec(bo3. The rapheditor should loo( li(e this:

7/25/2019 OBIEE 11G.pdf

40/122

c. 0lic( Done and then save your analysis. You can e3periment with the region slider byclic(ing the 0=& ;egion or -mericas lin(.

7/25/2019 OBIEE 11G.pdf

41/122

Working with Pivot Tables, Gauges, and Master-Detail Linking

In this topic, you learn how to create an analysis with a 6ivot Table view, format and add a

calculation to a pivot table, add a auge view, and create a master*detail lin(ing.

reating an Analysis with a Pi)ot 7able 8iew

In this subtopic, you begin by creating a new analysis with a hierarchical column and apply a named

filter created in the first topic. To create an analysis with a pivot table, perform the following steps:

' .a.0reate a new analysis that uses a hierarchy column. By default, the results will automatically

include a pivot table when a hierarchy column is included in the analysis. 0lic( New > Analysis on

the global header.

b.0hoose A - Sample Sales from the "elect "ubect -rea pop*up.

".-dd /rders !ierar"hy from Orders, $% &egion from 0ustomers * 0ust ;egions, P6 ;rand

from 6roducts, and ' ( &e)enue from Base /acts to the "elected 0olumns pane.

2 .0lic( the &esults tabbed page to view the analysis and inspect the pivot table. !otice that the

6ivot Table view is included by default because you included a hierarchy column in the analysis.

7/25/2019 OBIEE 11G.pdf

42/122

* .a.;eturn to the 0riteria tabbed page.

b.-pply the Ameri"as and E#EA named filter as you did above.

". Edit the column properties for ;evenue. 0lic( the #ore /ptions icon for * ;evenue and selectolumn Properties.

The 0olumn 6roperties dialog bo3 appears.

7/25/2019 OBIEE 11G.pdf

43/122

6 .a."elect the olumn +ormat tabbed page.

b. "elect the ustom !eadings chec(bo3 and enter &e)enue in the 0olumn )eading te3t bo3.

7/25/2019 OBIEE 11G.pdf

44/122

$ .a."elect the Data +ormat tabbed page.

b. "elect the /)erride De1ault Data +ormat chec(bo3 and select the values as indicated below in

the image.

".0lic( /0.

.0lic( the &esults tabbed page. ;eview the formatting changes that you made to the ;evenue

column.

3 .elete the Title view and then clic( theEdit 8iew icon 4 5 to format the pivot table. The 6ivot

Table editor appears.

7/25/2019 OBIEE 11G.pdf

45/122

4 ./ormat the pivot table as follows:

a.rag P6 ;randbelow 9easure 7abels.

b. rag $% &egion to the "ections area.

The pivot table should loo( li(e this:

7/25/2019 OBIEE 11G.pdf

46/122

5 .!e3t, you add a calculation to the pivot table by duplicating the ;evenue column. 0lic( the

#ore /ptions icon 4 5 for the ;evenue column and select Dupli"ate ayer.

7/25/2019 OBIEE 11G.pdf

47/122

The duplicated ;evenue column appears.

7/25/2019 OBIEE 11G.pdf

48/122

'% .a. 0lic( #ore /ptions > +ormat !eadings to edit the properties for the duplicate column.

b.In the aption te3t entry bo3 in the Edit /ormat dialog bo3, name the new column &e)enue

and clic( /0.

'' .a.0hange the calculation to reflect a percentage of the parent. 0lic( #ore /ptions > Show

Data As > Per"ent o1 > &ow Parent.

7/25/2019 OBIEE 11G.pdf

49/122

The 6ivot Table editor loo(s li(e this:

7/25/2019 OBIEE 11G.pdf

50/122

'2 .0lic( Done and save the analysis as &egional &e)enue Pi)ot. The pivot table should loo( li(e

this:

'* .6ivot tables provide the ability to rotate rows, columns, and section headings to obtain different

perspectives of the same data. They are interactive in that they are drillable, e3pandable, and

navigable, providing the perfect vehicle for trending analyses. The ne3t steps review some features

of pivot tables.

a. E3pand the /rders !ierar"hyby clic(ing the plus sign icon 4 5 for Order Totals for

the -mericas. The plus and minus icons are used to e3pand and collapse the data for analysis.

Orders )ierarchy contains Orders on the row edge and Total Orders as the parent. ;evenue is the

measure.

Because hierarchical columns imply pivot tables, you are able to not only sort on members and

measures, but on rows. )ierarchical members on the row edge can include sort carat icons 4 5 ,

which allow you to sort the members on the column edge by that row, in either ascending or

descending order. These carat icons do not appear for attribute columns, which do not have theconcept of a row edge.

7/25/2019 OBIEE 11G.pdf

51/122

2hen you sort members in a hierarchical column, you always sort within the parentA that is,

children are never sorted outside of their parent. The children appear below the parent in the proper

sort orderA the parent is not sorted within its children.

b. The Total Orders parent member represents an outline total for the orders. ;ow sort 7otal

/rders, for the -mericas inAscending se>uence and e3amine the results within the pivot table. The

product brands on the column edge are sorted, reflecting sorted ;evenue values in ascending

se>uence for each Total Order.

' . E3pand E3press orders and then e3pand C G 0ancelled to view the H of total revenue lost fromcancellations.

7/25/2019 OBIEE 11G.pdf

52/122

'$ .a.6lace your cursor on top of the /rders !ierar"hy and right*clic(. "elect ollapse all items

in )iew from the menu. !otice that you can also sort, e3clude columns, and move items around

using this menu.

b. 6lace your cursor to the left of the ;rand column 4)omeiew5. - tab appears. 2hen you hover

over this tab, a swap icon appears. You use this swap icon to swap columns with rows or to

reposition a column or row along a different a3is.

The swap icon loo( li(es

this:

".rag ;rand on top of Orders )ierarchy. The pivot table should loo( li(e this before you release

the mouse button:

d. ;elease the mouse button and review the pivot table.

7/25/2019 OBIEE 11G.pdf

53/122

e. "ave the analysis.

Adding a :auge 8iew

To add a auge view to the 0ompound 7ayout, perform the following steps:

' .0lic( the New 8iew icon and select :auge > De1ault

7/25/2019 OBIEE 11G.pdf

54/122

2 .The auge view appears below the 6ivot Table view.

0lic( the Edit 8iew icon 4 5 in the auge view to format the gauge.

* .The auge editor appears. 9inimi+e the Settingspane.

7/25/2019 OBIEE 11G.pdf

55/122

6 .;emove the footers underneath the guages.

a. 0lic( the Edit gauge properties icon in the toolbar.

b.In the Titles and 7abels tabbed page of the auge 6roperties dialog bo3, select all the te3t in the

/ooter te3t bo3.

".elete the te3t in the footer and clic( O.$ .0hange the si+e of the gauges. 0lic( the gauge si+e drop*down list from the toolbar and select

#edium.

The gauges resize.

.a.In the 7ayout pane, drag $% &egion to the "ections drop target and select Display as Slider.

b. E3clude /rders !ierar"hy. The 7ayout pane should loo( li(e this:

7/25/2019 OBIEE 11G.pdf

56/122

3 .a.0lic( Done. erify your wor( in the 0ompound 7ayout.

7/25/2019 OBIEE 11G.pdf

57/122

b.You can e3periment with the slider. Toggle between -mericas and E9E- to see the gauges

change. -lso, notice that when you hover over a dial, specific column detail appears.

4 ."ave the analysis.

reating a #aster-Detail inBing

9aster*detail lin(ing 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. To create a 9aster*etail lin(ing, perform the following steps:

' ."et up the master view to which you lin( the detail view.

a.In the &egional &e)enue Pi)ot analysis, select the riteria tabbed page.

b.0lic( the 9ore Options icon and select olumn Properties for the 0=& ;egion column.

2 .The 0olumn 6roperties dialog bo3 appears. "elect the Intera"tion tabbed page.

7/25/2019 OBIEE 11G.pdf

58/122

* .In the alue area, clic( the Primary Intera"tion drop*down list, and select Send #aster-Detail

E)ents.

7/25/2019 OBIEE 11G.pdf

59/122

6 . 2hen @"end 9aster*etail Events@ is selected, a >ualification te3t bo3, Specify channel,

appears. You use this te3t bo3 to enter a name for the channel to which the master view will send

master*detail events. This is a case sensitive te3t bo3.

a. Enter region in the @"pecify channel@ te3t bo3 and clic( /0.

7/25/2019 OBIEE 11G.pdf

60/122

b. "ave the analysis.

$ .efine the detail view to which the master view lin(s. You can add any view that includes the

same master column as the master view.

a.0lic( the &esults tabbed page to view the 0ompound 7ayout and clic( Edit 8iew for the auge

view.

b.The auge editor appears. 0lic( Edit gauge properties on the toolbar.

7/25/2019 OBIEE 11G.pdf

61/122

.The auge 6roperties dialog bo3 appears.

a."elect the isten to #aster-Detail E)ents chec(bo3.

b. Enter region in the Event 0hannels te3t bo3. ;emember that this must match precisely with the

te3t entered for the master view.

".0lic( /0.

3 .0lic( Done and then save your analysis.

7/25/2019 OBIEE 11G.pdf

62/122

4 .a.In the 6ivot Table view 4the master view5, select E#EA to drill down.

Both the 6ivot Table view and the auge view 4the detail view5 update to reflect the drill.

7/25/2019 OBIEE 11G.pdf

63/122

b. "ave your analysis.

7/25/2019 OBIEE 11G.pdf

64/122

ForBing with /ther 8iew 7ypes

In this topic, you create a !arrative view, a 0olumn "elector view, and a iew "elector view.

reating a Narrati)e 8iew

You create a !arrative view to provide information such as conte3t, e3planatory te3t, or e3tended

descriptions along with column values for an analysis You can include values from attribute,hierarchical, and measure columns. If you want to include hierarchy levels in a !arrative view, use

selection steps to display the levels. The !arrative view is a combination of te3t and >uery column

values.

To add a !arrative view, perform the following steps:

' . To create a meaningful !arrative view, begin by creating a new analysis that includes a

calculated item.

a. 0reate an analysis as you did above, including the following columns:

$% &egion 1rom ustomers

% ustomer Number 1rom ustomers

' ustomer Name 1rom ustomers

6 - Paid Amount 1rom ;ase +a"ts

* - Dis"ount Amount 1rom ;ase +a"ts

b.0hange the properties of 6 - Paid Amount and * - Dis"ount Amount to include dollar signs,

commas, and two decimal places. The properties should loo( li(e this:

". -dd a filter to $% &egion and select only theAmericas.

2 .a.-dd * - Dis"ount Amount to the 0riteria tabbed page a second time. The "elected 0olumns

within the 0riteria tabbed page should loo( li(e this:

7/25/2019 OBIEE 11G.pdf

65/122

b.Edit the 0olumn 6roperties for the duplicate * - Dis"ount Amount column. 0lic( #ore /ptions

for this duplicate column and select olumn Properties.

"."elect the olumn +ormat tabbed page, and select the chec(bo3 for ustom !eadings. Enter

Dis"nt P"t to Paid Amt in the 0olumn )eading te3t bo3.

d. ?sing the ata /ormat tabbed page, format the data for this column as a percentage with two

decimal places and then clic( /0. The "elected 0olumns should loo( li(e this:

7/25/2019 OBIEE 11G.pdf

66/122

* . a. 0lic( #ore /ptions for iscnt 6ct to 6aid -mt and select Edit +ormula.The Edit 0olumn

/ormula dialog bo3 appears.

b.Enter the following formula into the 0olumn /ormula te3t bo3.

7/25/2019 OBIEE 11G.pdf

67/122

".0lic( /0.

6 .a. "elect the &esults tabbed page and remove the Title view from the 0ompound 7ayout.

b. 0lic( the Edit iew icon to open the Table editor.

". 0lic( the #ore /ptions icon for 0=& ;egion and select )idden to hide the column.

d. 0lic( Done to review your results. The Table view should loo( li(e this:

7/25/2019 OBIEE 11G.pdf

68/122

e."ave the analysis as ustomer Dis"ounts by &egion.

$ .-dd the !arrative view.

a.0lic( the New 8iew icon on the toolbar and select /ther 8iews > Narrati)e.

b.9ove the !arrative view above the Table view.

7/25/2019 OBIEE 11G.pdf

69/122

. a.0lic( the Edit 8iew icon for the !arrative view. The !arrative editor appears.

You use the 6refi3 te3t bo3 to enter the header for the narrative. This te3t is displayed at the

beginning of the narrative.

You use the !arrative te3t bo3 to enter the narrative te3t that will appear for each row in the

results. You can include both te3t and column values. Include a line brea( code at the end ofthis field to force each line of te3t and values onto its own line. To include values, use the at

sign 4J5 by itself to indicate the first column. If you include multiple at signs, then the first

occurrence of the sign corresponds to the first column, the second occurrence corresponds to

the second column, and so on. You use the Jn to include the results from the designated

column in the narrative.

You use the @;ow separator@ te3t bo3 to enter a row separator for each line from the

!arrative field that contains values. /or e3ample you might enter a string of plus signs 4K5

between each line.

You use the @;ows to display@ te3t bo3 to enter the number of rows from the column to

return. /or e3ample, enter = to display values from the first = rows of the column. /or a

hierarchical column, you can use selection steps to display hierarchy levels with thehierarchical column. - hierarchy level is considered a row.

You use the 6ostfi3 te3t bo3 to enter the footer te3t to appear at the bottom of the narrative.

To display the footer information on a separate line from the actual narrative te3t, include

mar(up tags in the 6ostfi3 field. Ensure that the narrative ends in a line brea(, or that the

footer begins with a line brea(.

The toolbar allows you to use )T97 code and mar(up to enhance the narrative.

b.In the 6refi3 te3t bo3, enter 7his analysis shows the dis"ount per"entage 1or ea"h "ustomer

within the , ensuring that you leave a single space following the last word.

". In the !arrative te3t bo3, enter H', where the number @@ represents the first column in the

analysis 40=& ;egion5. Then, select the J that you entered and clic( the bold icon 4 5.

7/25/2019 OBIEE 11G.pdf

70/122

d.In the 6ostfi3 te3t bo3, enter region., ensuring that you include a space before region and period

after region.

e. Enter a ' in the @;ows to display@ te3t bo3.

The !arrative Editor should loo( li(e this:

!otice that a preview is provided at the bottom of the editor.

3 .0lic( Done and save your analysis. The 0ompound 7ayout should loo( li(e this:

7/25/2019 OBIEE 11G.pdf

71/122

reating olumn Sele"tor and 8iew Sele"tor 8iews

To create a 0olumn "elector and iew "elector views, perform the following steps:

' .- 0olumn "elector view adds a column selector to the results. - column selector is a drop*down

list from which users can dynamically change the columns that display in results. This allows users

to analy+e data along several dimensions. By changing the measure columns, users can dynamically

alter the content of their analysis.

a.Open the &egional &e)enue analysis in the -nalysis Editor. The ;esults tabbed page appears.

b.0lic( the New 8iew icon and select /ther 8iews > olumn Sele"tor.

c. The 0olumn "elector view appears. rag the olumn Sele"tor view above the Title view.

7/25/2019 OBIEE 11G.pdf

72/122

L . 0lic( the Edit iew icon for the 0olumn "elector view. The 0olumn "elector editor appears.

. a."elect the In"lude Sele"tor $% &egion chec(bo3.

b. In the 7abel 4optional5 0hoices te3t bo3, enter hoose a "olumn.

". 2ith 0olumn still selected, double*clic( the following columns to add to the selector: P6 ;rand,P* /;, and P2 Produ"t 7ype.

.

d.0lic( Done.

The 0ompound 7ayout appears:

7/25/2019 OBIEE 11G.pdf

73/122

' . a.0lic( the 0olumn "elector drop*down list and select P* /;:

b. The values change appropriately. !ote, however, that because you set a custom heading for the0=& ;egion column earlier, the custom heading is still displayed for the column.

7/25/2019 OBIEE 11G.pdf

74/122

". "ave the analysis.

$ .-dd the iew "elector view.

- iew "elector view provides a drop*down list from which users can select a specific view of

analysis results from among saved views. - iew "elector view is analogous to a storage container,

in that it holds other views which have been selected in the editor for display.

a.Before you add the iew "elector view however, do the following:

elete the 7itle )iew from the 0ompound 7ayout

"et the 0olumn "elector to display the 0=& ;egion column, the default. Then delete the

olumn Sele"tor )iew from the 0ompound 7ayout

-dd a :raph )iew * 8erti"al ;ar graph

These changes will allow you to showcase the analytic data*driven views. ;egional ;evenue should

loo( li(e this:

b.0lic( the New 8iew icon on the toolbar and select /ther 8iews > 8iew Sele"tor.

7/25/2019 OBIEE 11G.pdf

75/122

".9ove the 8iew Sele"tor view to the right of the 7able view.

C . a.0lic( the Edit 8iew icon for the iew "elector view. The iew "elector editor appears.

b.In the 0aption te3t bo3, enter hoose a )iew.

7/25/2019 OBIEE 11G.pdf

76/122

".In theAvailable Views list, select the 7able and :raph views and clic( the shuttle icon to move

them to the Views Included list. - preview appears at the bottom of the editor. !ote that these views

are data*driven views, unli(e the 0olumn "elector and Title views, which were deleted from the

0ompound 7ayout.

d.0lic( Done.

7/25/2019 OBIEE 11G.pdf

77/122

3 .The 0ompound 7ayout should loo( li(e this when the raph view is selected:

o not save your changes to the analysis.

7/25/2019 OBIEE 11G.pdf

78/122

Building Dashboards

In this topic, you learn about the 9y ashboard view and how to create and edit a shared

dashboard, adding a saved analysis that you created previously.

ashboards provide personali+ed views of corporate and e3ternal information. Based on

your permissions, you can view preconfigured dashboards or create your own personali+ed views.

?sers with administrative privileges can create shared dashboards for groups of users with commonresponsibilities or ob functions. The ability to create and edit dashboards is controlled by

the 9anage ashboard privilege, which is managed by the administrator.

You can view your personali+ed views by selecting 9y ashboard from the ashboards

drop*down list. You can also set 9y ashboard as your default dashboard. 6reconfigured views

appear in the ashboards drop*down list. They can be created by administrators and shared with

groups of users with common responsibilities or ob functions.

E@ploring and Editing #y Dashboard

9y ashboard, a personali+ed view, is a dashboard page that you create and save as your

default, personal starting page by using the 9y -ccount dialog bo3, 6references tabbed page.

To open 9y ashboard, perform the following steps:

' .0lic( the Dashboards lin( on the global header and then clic( #y Dashboard.

7/25/2019 OBIEE 11G.pdf

79/122

-n empty 9y ashboard page appears.

2hen you open a dashboard, including 9y ashboard, the content appears in one or more

dashboard tabbed pages. 6ages contain the columns and sections that hold the content of a

dashboard, and every dashboard has at least one page. 9ultiple pages are used to organi+e content.

NoteIf you have chosen or if your company has setup 9y ashboard as your default, then you use

dashboard template pages to populate your personal dashboards 49y ashboard5 when you first log

in as a new user. This allows you to see one or more dashboard pages with content, rather than anempty dashboard. It also gives you a starting point to build your own dashboard pages. These

template pages are saved in subfolders of #"hared /olders and have a default name of default.

Oracle BI EE searches for dashboard template pages in all dashboards that are named default,

copies all dashboard template pages for which you have permission to your 9y ashboard folder,

and displays them in the 9y ashboard dashboard.

2 .0lic( the Edit icon 4 5 to add content to your empty dashboard page.

The ashboard Builder appears and automatically createspage 1 of your dashboard 4the first tabbed

page5.

7/25/2019 OBIEE 11G.pdf

80/122

?sing the ashboard Builder, you can add pages and obects to a dashboard and control page

layout. The ashboard Builder is composed of the following:

Dashboard 7oolbarThe toolbar allows you to perform tas(s such as adding or deleting

pages, previewing, saving, and so on.

Dashboard /bCe"ts pane Items that are used only in a dashboard. E3amples of dashboard

obects are sections to hold content, action lin(s, and embedded content that is displayed in a

frame on a dashboard

atalog paneItems that you or someone else has saved to the 0atalog, for e3ample,

analyses, prompts, and so on. In a dashboard, the results of an analysis can be shown invarious views, such as a table, graph, and gauge. 4The results of an analysis are the output

that is returned from the Oracle BI "erver that matches the analysis criteria.5 ?sers can

e3amine and analy+e results, save or print them, or download them to a spreadsheet.

Page ayout pane This is a wor(space that holds your obects, which are displayed on the

dashboard.

In the ashboard Toolbar, the Tools toolbar button provides options to set dashboard properties, set

page report lin(s 4for e3ample, -dd to Briefing Boo(5, and so on.

* .-s mentioned above, the ashboard Obects pane provides you with a list of obects that you use

to add content to a dashboard page. You simply drag the obect to the 6age 7ayout pane on the

right.

7/25/2019 OBIEE 11G.pdf

81/122

Columns are used to align content on a dashboard. 4"ections within columns hold the actual

content.5 You can create as many columns on a dashboard page as you need.

Sections are used within columns to hold the content, such as action lin(s, analyses, and so

on. You can drag and drop as many sections as you need to a column.

Alert Section is used to add a section in which you display -lerts from -gents, if any.

4 -gents dynamically detect information*based problems and opportunities, determine the

appropriate individuals to notify, and deliver information to them through a wide range of

devices such as e*mail, phones, dashboard alerts, and so on.5 -n -lert section is added by

default to the first page of 9y ashboard if you do not manually include one. You cannot

disable the appearance of an -lert section on the first page of 9y ashboard. You can add

an -lert section to an additional dashboard page so that section will then appear on both

dashboard pages.

rag the olumn obect onto the 6age 7ayout pane.

The 0olumn obect appears on the 6age 7ayout pane.

6 .a.In the 0atalog pane, navigate to the folder where you saved your analyses.

7/25/2019 OBIEE 11G.pdf

82/122

b.rag the &egional &e)enue analysis to the Column 1.

;egional ;evenue appears in the column. !otice that a section was automatically created for you.

You can also drag an analysis directly onto an empty 7ayout 6ane without first creating a column.

The ashboard Builder automatically creates the column for you. You can then add sections

automatically to that column by dragging analyses below the e3isting sections

". 0lic( the Sa)e icon 4 5 to save the dashboard page and then clic( the &un icon 4 5.

9y ashboard appears.

7/25/2019 OBIEE 11G.pdf

83/122

reating a Dashboard

To create a new dashboard, perform the following steps:

' .0lic( the New > Dashboard in the global header.

The !ew ashboard dialog bo3 appears.

2 .a.Enter ustomer Detail in the name te3t bo3. !otice that you can also enter a description of

your choice.

b.!avigate to your ;egional ;evenue folder and select it as the o"ation. If you receive a warning

message, clic( O to close it.

Note If you save the dashboard in the ashboards subfolder directly under #"hared /olders#first

level subfolder, the dashboard will be listed in the ashboard menu on the global header. If yousave it in a ashboards subfolder at any other level 4such as #"hared /olders#"ales#Eastern5, it will

not be listed. If you choose a folder in the ashboards subfolder directly under #"hared /olders#first

7/25/2019 OBIEE 11G.pdf

84/122

level subfolder in which no dashboards have been saved, then a new ashboards folder is

automatically created for you. /or e3ample, if you choose a folder named #"hared /olders#"ales in

which no dashboards have been saved, a new ashboardsfolder is automatically created and the

7ocation entry changes to #"hared /olders#"ales#ashboards. - new ashboards folder is not

automatically created if you choose a folder at any other level.

". -ccept the default to Add "ontent now. The !ew ashboard dialog bo3 should loo( li(e this:

!otice that a ashboards subfolder was automatically created inside the ;egional ;evenue folder.

d.0lic( /0. The ashboard Builder appears.

* .a.!avigate to the ustomer Dis"ounts by &egion analysis and drag it from the 0atalog to the

6age 7ayout pane.

7/25/2019 OBIEE 11G.pdf

85/122

b. "ave and run the dashboard. The 0ustomer etail dashboard appears.

-s mentioned above, because this dashboard was not created in a ashboards subfolder directly

under a #"hared /olders#first level subfolder, the dashboard will not be listed in the ashboardmenu on the global header. To open the dashboard, navigate to it in the 0atalog, or open it from the

;ecent list on the )ome page or in the global header1s Open menu.

7/25/2019 OBIEE 11G.pdf

86/122

Editing a Dashboard

ashboard editing, which is performed by using the ashboard Builder as evidenced above, is

allowed for users with the appropriate privileges. In this subtopic, you enhance 9y ashboard.

To begin enhancing 9y ashboard, perform the following steps:

' .a.0lic( Dashboards > #y Dashboard.

b.0lic( the Page /ptions toolbar 4 5 and select Edit Dashboard.

2 .ive the e3isting tabbed page a more meaningful name.

0lic( the 7oolsbutton and select Dashboard Properties.

The ashboard 6roperties dialog bo3 appears.

7/25/2019 OBIEE 11G.pdf

87/122

/rom this dialog bo3, you can do the following:

0hange the "tylesM"tyles control how dashboards and results are formatted for display,

such as the color of te3t and lin(s, the font and si+e of te3t, the borders in tables, the colors

and attributes of graphs, and so on.

-dd a descriptionMescriptions are displayed when Oracle BI -dministrators use the

0atalog 9anager.

-dd hidden prompts, filters, and variables

"pecify the lin(s that will display with analyses on a dashboard page.

;ename, hide, reorder, set permissions for, and delete dashboard pages.* . "elect page ' in the ashboard 6ages section. The ashboard 6age 0ontrol toolbar enables.

?sing the toolbar, you can do the following:

0lic( the ;ename icon to change the name of your dashboard page.

0lic( the /ilters and ariables icon to add a hidden prompt. )idden prompts are used to set

default values for all corresponding prompts on a dashboard page.

0lic( the 6ermissions icon to add permissions for the dashboard.

0lic( the elete icon to delete the selected page. ashboard pages are permanently deleted.

If more than one dashboard page participates in this dashboard, the arrange icons are

enabled 4up and down arrow icons5.

7/25/2019 OBIEE 11G.pdf

88/122

6 .a.0lic( the &ename icon 4 5.The ;ename dialog bo3 appears.

b. Enter &egional &e)enue in the !ame te3t bo3 and clic( /0.

The ashboard 6roperties dialog bo3 reappears with the new dashboard page name.

7/25/2019 OBIEE 11G.pdf

89/122

$ .a.0lic( the the Edit i"on for Dashboard &eport inBs to set the report lin(s at the dashboard

level. ;eport lin(s can be set at the dashboard, dashboard page 4clic( 6age OptionsN 6age ;eport

7in(s5, or analysis level 4clic( the properties icon for the specific analysis within the ashboard

Builder and then select ;eport 7in(s5.

b."elect the chec(bo3es as indicated in the image below:

". 0lic( /0 and then clic( /0 again to return to the ashboard Builder. The ashboard Builder

should loo( li(e this:

7/25/2019 OBIEE 11G.pdf

90/122

.a.0lic( the Add Dashboard Page icon 4 5. The -dd ashboard 6age dialog bo3 appears.

b.!ame the dashboard page ustomer Detail and clic( /0.

7/25/2019 OBIEE 11G.pdf

91/122

3 .In the 0atalog pane, navigate to the ustomer Dis"ounts by &egionanalysis and drag it to the

6age 7ayout pane on the right.

4 .Edit the properties of the column.

a. 0lic( the olumn Properties icon.

The 0olumn 6roperties dialog bo3 appears.

7/25/2019 OBIEE 11G.pdf

92/122

?sing the 0olumn 6roperties dialog bo3, you can change the appearance of the cells, border, width,

height, and so on. You can also apply a custom style sheet.

5 . a."elect the drop*down list for ;a"Bground olor within the 0ell area and choose light green.0lic( /0, then clic( O to close the 0olumn 6roperties dialog bo3.

b.0lic( Pre)iew to preview the dashboard. Your dashboard page appears in a new browser window

and should loo( li(e this:

7/25/2019 OBIEE 11G.pdf

93/122

".0lose the 6review window.

'% .Edit the properties of the section.

You use the "ection 6roperties drop*down list to do numerous tas(s:

+ormat

Se"tion

?se this option to display the "ection 6roperties dialog, where you specify the

properties for the section, such as cell alignment and border color.

&ename ?se this option to display the ;ename dialog bo3, which allows you to rename

the section.

Drill in

Pla"e

?se this option to specify how the results appear when a user drills in an

analysis. If a chec( mar( appears in front of the rill in 6laceP option, the

original analysis is replaced when the user drills 4the section will automatically

resi+e to fit the new analysis5. If the chec( mar( is not present in front of rill

in 6lace,P the entire dashboard content is replaced. ?se this option for prompts

that are created for hierarchical columns.

!ote: You can use the bac( button in the browser to view the original analysis.

ollapsible ?se this option to specify whether the user can e3pand and collapse this

section on a dashboard page or whether the section is always e3panded. If a

chec( mar( appears in front of the 0ollapsible option, you can e3pand and

collapse the section.

Show Se"tion

!eader

?se this option to specify whether to display the header for the section, which

initially includes the title of the section. You can hide the title using the "how

"ection Title option.

Show Se"tion

7itle?se this option to specify whether to display the title of the section.

7/25/2019 OBIEE 11G.pdf

94/122

2hen you have more than one analysis within the section, you can also align the analyses by using

the vertical and hori+ontal alignment icons.

a.0lic( the Properties drop*down list for the section and select ondition. The "ection 0ondition

dialog bo3 appears.

You use conditions to determine: whether sections and their content appear on the dashboard pageA

agents deliver their content and e3ecute their actionsA and action lin(s appear on dashboard pages.

0onditions are evaluated based on a Boolean e3pressionA in other words, the condition is either True

or /alse.

b. "et a condition that determines whether the analysis appears on the dashboard. 0lic( the New

ondition icon 4 5. The !ew condition dialog bo3 appears.

'' .Browse the 0atalog and select the ustomer Dis"ounts by &egion analysis.

7/25/2019 OBIEE 11G.pdf

95/122

'2 .a. In the @True If ;ow 0ount@ drop*down list, select is less than and enter 2$ in the te3t bo3 to

the right. The !ew 0ondition dialog bo3 should loo( li(e this:

b. 0lic( 7est. 6reviously, your analysis returned more than L= records, therefore this test should

evaluate to /alse.

".Your results are verified. 0lic( /0. To further verify your results, clic( /0 and clic( /0 again

to return to the ashboard Builder. 6review the dashboard page now.

7/25/2019 OBIEE 11G.pdf

96/122

The dashboard page is empty. -ll that appears within the dashboard page is the column color.

d.0lic( the Properties drop*down list for the section and select ondition. The "ection 0ondition

dialog bo3 appears. 0lic( the #ore icon and select ;emove 0ondition to remove the condition so

that the section displays.

e.0lic( the /0.

'* .;ename the section.

a.0lic( Properties 4within the section5 > &ename. The ;ename dialog bo3 appears.

b.Enter ustomer Dis"ount Per"entage in the te3t bo3 and clic( the Properties icon 4 5. The

"ection )eading 6roperties dialog bo3 appears.

7/25/2019 OBIEE 11G.pdf

97/122

". 0hange the /ont 0olor to blue.

d. 0hange /ont Effects to Underline. The "ection )eading 6roperties dialog bo3 should loo( li(e

this:

7/25/2019 OBIEE 11G.pdf

98/122

e.0lic( /0. The ;ename dialog bo3 should loo( li(e this:

1.0lic( /0.

'6 .a.0lic( Properties 4within the section5 > Show Se"tion 7itle.

b.6review the dashboard page once again to see your changes.

7/25/2019 OBIEE 11G.pdf

99/122

"."ave the dashboard.

'$ .Override the default dashboard report lin(s at the analysis level.

a.0lic( the Properties icon for the 0ustomer iscounts by ;egion analysis.

b. The ;eport 7in(s dialog bo3 appears.

7/25/2019 OBIEE 11G.pdf

100/122

". "elect the ustomi?e radio button and then select all chec(bo3es.

d.0lic( /0.

e."ave and run the dashboard page. You are now able to e3port and copy this analysis from the

dashboard.

' .a.Open the dashboard in the ashboard Builder again and further edit the 0ustomer etailtabbed page.

7/25/2019 OBIEE 11G.pdf

101/122

b.Edit the section properties for the analysis and select Drill in Pla"e. rilling allows you to view

additional levels of detail for the specific column. rill in !lace means that the current browser is

refreshed with the new data. To return to the previous view, simply clic( the bac( button on your

browser.

"."ave and run the dashboard page.

'3 .a.rill down on 0ustomer !ame, Diego inB.

The 0ustomer1s Order "tatus column appears.

b.rill down on the column header, &' /rder Status. The Order !umber column appears.

7/25/2019 OBIEE 11G.pdf

102/122

Sa)ing a ustomi?ed Dashboard and Setting Pre1eren"es

To save a customi+ed dashboard and set preferences, perform the following steps:

' .0reate a personal, customi+ed view of your dashboard page. "aved customi+ations allow you to

save and view dashboard pages in their current state with your most fre>uently used or favorite

choices for items such as filters, prompts, column sorts, drills in analyses, and section e3pansion

and collapse. By saving customi+ations, you do not need to ma(e these choices manually each timethat you access the dashboard page.

a. 0lic( Page /ptions > Sa)e urrent ustomi?ations.

b.The "ave 0urrent 0ustomi+ation dialog bo3 appears. !ame your customi+ation ustomer

/rder Status and clic( O.

".You can apply the saved customi+ation to a dashboard page. 0lic( Page /ptions > Apply Sa)ed

ustomi?ation > ustomer /rder Status.

7/25/2019 OBIEE 11G.pdf

103/122

2 ."et your preferences. You use the 6references tabbed page in the 9y -ccount dialog bo3 to

specify your personal preferences, such as dashboard starting page, locale, and time +one. The

available options depend upon your privileges.

a.0lic( your User ID on the global header and then select #y A""ount.

The 9y -ccount dialog bo3 appears.

Other tabbed pages in the 9y -ccount dialog bo3 include the following:

BI 6ublisher 6referencesM?se this tabbed page to view the default profile for BI 6ublisher. elivery OptionsM?se this tabbed page to configure your delivery profiles for the delivery

of alerts by agents.

;oles and roupsM?se this tabbed page to view a list of the roles to which you have been

assigned by the Oracle BI -dministrator.

b. 0lic( the Starting Page drop*down list and scroll to view the available pages. Only the

dashboard pages to which you have privileges appear in this list. !otice that your personal

dashboard page created in the subtopic @0reating a ashboard@ appears. "elect the &egional

&e)enue ustomer Detail as your default.

". "et the o"ale, User Inter1a"e anguage, 7ime one, urren"y, and A""essibility #ode

appropriately for your own needs and clic( /0. The 9y -ccount dialog bo3 should loo( somethingli(e this:

7/25/2019 OBIEE 11G.pdf

104/122

NoteThe 0urrency drop*down list is available only if the administrator has configured the option.

".0lic( /0.

* .To verify that your starting page is now set to the ;egional ;evenue: 0ustomer etail dashboard

page, log out and log bac( in. Your start page should loo( li(e this:

7/25/2019 OBIEE 11G.pdf

105/122

Prompting to +ilter Analyses

In this topic, you learn how to create a named dashboard prompt and use a presentation variable.

6rompts allow you to select values to filter data, and are created at either the analysis or dashboard

levels. -s with filters, prompts that are created at the analysis level are saved as part of the analysis,

and called inline prompts. Inline prompts are created and edited in the 6rompts tabbed page in the

-nalysis Editor, and filter only the associated analysis. ashboard prompts are named prompts inthe sense that they are saved in the 0atalog and can be reused to filter analyses in multiple

dashboards and dashboard pages. There are four types of prompts: column, currency, image, and

variable. This lesson focuses specifically on named dashboard column prompts and the use of a

variable prompt in declaring and populating a variable.

reating a Named Dashboard Prompt

- dashboard prompt is a special (ind of filter that filters any analyses embedded in a dashboard

which contain the same columns as the filter. ashboard prompts can set or update variables. They

can initially populate presentation variables, or overwrite repository and session variables.

!amed prompts in the 0atalog can be applied to any dashboard or dashboard page that contains the

columns specified in the prompt. - named prompt is interactive and will appear on the dashboard

page so that the user can prompt for different values without having to rerun the dashboard. You can

create and save these named prompts to a private folder or a shared folder.

To create a named dashboard prompt, perform the following steps:

. 0reate a named dashboard prompt for region that specifically filters the data for -6-0.

0lic( New > Dashboard Prompt on the global header and then select the "ample "ales subect

area.

The efinition pane appears. The efinition pane allows you to add, organi+e, and manage a named

prompt1s columns. You can use column prompts, image prompts 4maps5, currency prompts, and

variable prompts. The efinition table lets you view high*level information about the prompt1s

columns. You can also use this table to select columns for editing or deleting, arrange the order in

which the prompts appear to the user, or insert row or column brea(s between prompt items.

7/25/2019 OBIEE 11G.pdf

106/122

The isplay pane is a preview pane that allows you to view the prompt1s layout and design.

L . a.In the efinition pane, clic( the Newprompt icon 4 5, select $% &egion as the column for

the prompt, and clic( /0.

7/25/2019 OBIEE 11G.pdf

107/122

b. The !ew 6rompt: 0=& ;egion dialog bo3 appears. The 6rompt for 0olumn field allows you to

view information about the column that you selected as the prompt. This appears only for column

prompts.

".The 7abel te3t bo3 allows you to enter a meaningful label that appears on the dashboard ne3t tothe prompt. Enter Sele"t a &egion in the the 7abel te3t bo3 4add a space following the colon5. You

can optionally enter a description.

d. "elect the operator. -ccept the default, @is e>ual to # is in.@ This field is only for column prompts.

e.The ?ser Input field1s drop*down list appears for column and variable prompts and provides you

with the option to determine the ?ser Input method for the user interfaceMin other words, the user

will see one of the following: chec( bo3es, radio buttons, a choice list, or a list bo3. You use this

item in conunction with the Choice List Valuesitem to specify which data values appear for

selection. /or e3ample, if you selected the ?ser Input method of 0hoice 7ist and the 0hoice 7ist

alues item of -ll 0olumn alues, the user will select the prompt1s data value from a list that

contains all of the data values contained in the data source.

-ccept the default, 0hoice 7ist.

1. The Options section provides you with the opportunity to constrain values available for selection.

0lic( the plus sign to e3pand the Options section. Because you selected0hoice 7ist for the ?ser

Input field, you must now indicate those values. "ome of your choices include -ll 0olumn alues,

"pecific 0olumn alues 4where you supply those values5, "87 ;esults 4choose a list of values

based on a "87 statement5, and so on.

-ccept the default, -ll 0olumn alues.

g.The series of chec(bo3es allow you to restrict the amount of data returned. "elect Enable user to

sele"t multiple )alues, and &euire user input. -llowing multiple selection of values lets youchoose more than one value 4region for e3ample5, and re>uiring input forces you to enter at least

one value.

@efault selection@ allows you to selection an initial value and @"et a variable@ allows you to create

a new variable that this column prompt will populate. -ccept the default, !one, for both of these

fields.

The !ew 6rompt dialog bo3 should loo( li(e this:

7/25/2019 OBIEE 11G.pdf

108/122

h. 0lic( O.

* .The prompt is added to the efinition pane.

"ave the prompt in the ;egional ;evenue folder as &egion prompt.

6 .Test the prompt.

7/25/2019 OBIEE 11G.pdf

109/122

!avigate to My ashboard " Customer etail. ;ecall that the @0ustomer iscounts by ;egion@

analysis has a !arrative view associated with it that is specifically set to the value of -mericas.

"elect 6age Options N Edit ashboard to open the 0ustomer etail dashboard page in the

ashboard builder, then navigate in the 0atalog pane to your dashboard prompt.

$ .rag &egion Prompt to 0olumn , above the @0ustomer iscounts by ;egion@ analysis.

.0lic( the &egion Promptproperties icon and select S"ope > Page. "cope determines whether

the prompt applies to the entire dashboard or ust this page.

7/25/2019 OBIEE 11G.pdf

110/122

3 .a."ave and run the dashboard. Initially, the filters for the analysis that you created earlier are

assumedA that is, the analysis is filtered for -mericas and E9E-.

b. "elect APA from your dashboard prompt.

". 0lic( Apply. The values for region are overridden for this page.

7/25/2019 OBIEE 11G.pdf

111/122

Try selecting other values in the prompt and clic( -pply to rerun the dashboard prompt.

Using a Presentation 8ariable

- presentation variable can be created as part of the process for creating a column or variable

prompt. 2hen part of a column prompt, it is associated with a specific column and ta(es on that

column1s value. If part of a variable prompt, you define the values that the prompt can have as it is

not associated with any specific column. The name and value of the presentation variable is

determined by the user when it is initially declared or when it is referenced in the analysis,dashboard, or agent. !ote: You have already created and used a presentation variable when you

added a !arrative view to your analysis.

To add a presentation variable using a variable prompt, perform the following steps:

1 .0reate a new variable dashboard prompt that creates a "ales ;epresentative presentation variable.

a. 0lic( New > Dashboard Prompt and select "ample "ales as the subect area.

b.0lic( New > 8ariable Prompt.

The !ew 6rompt dialog bo3 appears.

7/25/2019 OBIEE 11G.pdf

112/122

". -ccept Presentation 8ariable as the default prompt type.

d. In the te3t bo3 to the right of the drop*down list for the prompt type, enter the same variable that

you entered in the "tatic Te3t editor,8arSales&ep.

e. Enter Sales &epresentati)e Name in the 7abel te3t bo3.

1. "elect hoi"e ist for ?ser Input.

g. "elect All olumn 8alues for 0hoice 7ist alues. The dialog bo3 should loo( li(e this:

h. 0lic( "elect 0olumn and, in the "elect 0olumn dialog bo3, select "ales 6erson N E "ales ;ep

!ame.

7/25/2019 OBIEE 11G.pdf

113/122

i. 0lic( O. The dialog bo3 should loo( li(e this:

C. E3pand the Options section and select Spe"i1i" 8alue from the @efault selection@ drop*down

list.

7/25/2019 OBIEE 11G.pdf

114/122

B. 0lic( the "elect alues icon 4 5. In the "elect alues dialog bo3, select Angela &i"hards.

l. 0lic( /0. The !ew 6rompt dialog bo3 should loo( li(e this:

7/25/2019 OBIEE 11G.pdf

115/122

m.0lic( O.n."ave the prompt as Sales&ep 8ariable Prompt in your ;egional ;evenue folder.

o.0lic( the 6review icon 4 5 to preview the prompt.

p.0lose the 6review window.

2 .0reate an analysis that uses the ar"ales;ep presentation variable in a "tatic Te3t view and in a

filter. - "tatic Te3t view adds static te3t in the results. You can use )T97 to add banners, tic(ers,

-ctiveD obects, Qava applets, lin(s, instructions, descriptions, graphics, and so on, in the results.

a.0reate an analysis that includes the following columns:

ustomers > ust &egions > $% &egion

ustomers > ust &egions > $2 ountry Name Sales Person > E' Sales &ep Name

;ase +a"ts > ' &e)enue

7/25/2019 OBIEE 11G.pdf

116/122

b.-dd ascending column sorts in this se>uence: $% &egion, $2 ountry Name, and E' Sales

&ep Name. The 0riteria tabbed page should loo( li(e this:

"."elect the ;esults tabbed page.

d. "elect New 8iew > /ther 8iews > Stati" 7e@t.

e.9ove the "tatic Te3t view above the Table view.

1. 0lic( the Edit 8iew icon on the "tatic Te3t view.

g.In the "tatic Te3t editor, reference the ar"ales;ep variable. Enter the following synta3 in the

"tatic Te3t pane: 7his analysis is 1or the Sales &ep H8arSales&epJ.

7/25/2019 OBIEE 11G.pdf

117/122

The synta3 for referencing a 6resentation variable is as follows:

JRvariables.variablenameSformatURdefaultvalueS or JRscope.variables1variablename1US

2here:

variablename is the name of the presentation or re>uest variable

format 4optional5 is a format mas( dependent upon the data type of the variable, fore3ample V, VV&, 99##YY hh:mm:ss. 4!ote that the format is not applied to the

default value.5

defaultvalue 4optional5 is a constant or variable reference, indicating a value to be used

if the variable referenced by variablename is not populated

scope identifies the >ualifiers for the variable. You need to specify the scope when a

variable is used at multiple levels 4analyses, dashboard pages, and dashboards5 and you

want to access a specific value. 4If you do not specify the scope, then the order of

precedence is analyses, dashboard pages, and dashboards.

E3amples:JRvariables.9y/avorite;egionSRE-"TE;! ;EIO!S

or

JRdashboard.variables19y/avorite;egion1US

!ote that your entry is previewed below the "tatic Te3t te3t bo3:

h. 0lic( Done and save your analysis as Sales &eps by &egion and ountry. Your analysis should

loo( li(e this:

7/25/2019 OBIEE 11G.pdf

118/122

i. "elect the 0riteria tabbed page.

C. In the /ilters pane, clic( the 0reate a /ilter icon 4 5 and select @"ales 6erson @.@E "ales ;ep

!ame @.

B. In the !ew /ilter dialog bo3, clic( -dd 9ore Options and select 6resentation ariable.

l.In the ariable E3pr field, enter the variable name, ar"ales;ep. !otice that you can also specify

a default for the variable, but in this case the default is driven by the variable prompt, which is set to

default to @-ngela ;ichards@.

7/25/2019 OBIEE 11G.pdf

119/122

m.0lic( O. The filter should loo( li(e this:

n. "elect the ;esults tabbed page. Because the variable dashboard prompt has not been run, the

ar"ales;ep presentation variable has not been populated with a value. Because of this, no results

from the analysis meet the filter re>uirement.

o. "ave the analysis.

* .-dd the analysis and the variable prompt to the 0ustomer etail dashboard.

a. "elect ashboards N 0ustomer etail, then clic( 6age Options N Edit ashboard.

7/25/2019 OBIEE 11G.pdf

120/122

b. -dd a new column to the left of Column 1# and then navigate to the Sales &eps by &egion and

ountry analysis and drag it to the new column.

".!avigate to Sales&ep 8ariable Prompt and drag the prompt above the Sales &eps by &egion

and ountry analysis.

7/25/2019 OBIEE 11G.pdf

121/122

d."ave the dashboard and run it. 0lic( the 0ollapse icon 4 5 for the second section to minimi+e it.

The dashboard runs and the variable dashboard prompt is preset to the default value, Angela

&i"hards, which in turn appears in the "tatic Te3t view as e3pected and is used to filter the

embedded analysis results. The value of a presentation variable is populated by the variable prompt.

7/25/2019 OBIEE 11G.pdf

122/122

That is, each time you select a value in the variable prompt, the value of the presentation variable is

set to that value.

e. 0lic( the drop*down list for the dashboard prompt, select Edelberto #andini, and clic( Apply.

The presentation variable appears with Edelberto 9andini.