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Creating Interactive Dashboards and Using Oracle Business Intelligence Answers

Creating Interactive Dashboards and Using Oracle Business Intelligence Answers

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Creating Interactive Dashboards and Using Oracle Business Intelligence Answers
Creating Interactive Dashboards and Using Oracle Business Intelligence Answers

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Creating Interactive Dashboards and Using Oracle Business Intelligence Answers

Purpose This tutorial shows you how to build, format, and customize Oracle Business Intelligence queries and format and customize requests and Interactive Dashboards. Time to Complete Approximately 2 hours

Topics
This tutorial covers the following topics: Overview Scenario Prerequisites Creating odbc Connection Restoring Business Intelligence Presentation Catalog and Updating Metadata Creating a Query and a Chart Working With a Pivot Table Creating a Narrative View Creating Column Selectors and View Selectors Creating an Interactive Dashboard Using Dashboard Prompts and Presentation Variables Summary Related information Viewing Screenshots Place the cursor over this icon to load and view all the screenshots for this tutorial. (Caution: This action loads all screenshots simultaneously, so response time may be slow depending on your Internet connection.) Note: Alternatively, you can place the cursor over each individual icon in the following steps to load and view only the screenshot associated with that step.

Overview
This tutorial covers how to use Oracle Business Intelligence Answers to create queries, format views, charts, and add user interactivity and dynamic content to enhance the user experience. You create queries and work with views including charts, pivot tables, and narratives. You then

create selectors to drive interactivity in your Business Intelligence requests, and build a custom Dashboard to contain the requests and views you've created. Finally, you work with dashboard prompts to filter your dashboard and populate variables. Back to Topic List

Scenario The dashboard you build in this tutorial charts sales for the last 12 months by channel, country region, and product category and provides trend analysis data as well as narrative highlights of categories that have declined in sales in the last month. Back to Topic List

Prerequisites
This tutorial is for Windows environment only. Note: If you are a Oracle employee and using the VMWare environment, go straight to the topic called Creating a Query and a Chart. Skip the steps in between. Make sure you have 2 GB RAM and 15 GB hard disk space. Have VMWare 1.5.x installed on your machine. If you do not have VMWare software, download a copy of VMWare Player from http://www.vmware.com/download/player/ For all others, before starting this tutorial, you should: 1. Have access to or have installed Oracle 10g Database.

2. Have access to or have installed the sample schema. This example uses the SH schema included in the Oracle10g Database. You can also install the schema by following the instructions found in the Installing the Sample Schemas and Establishing a Database Connection OBE tutorial.

3. Have access to or have installed Oracle BI EE 10.1.3.2. 4. Create a directory named SetupFiles under <InstallDrive>. Download and extract the sh.zip file from here to this directory named SetupFiles. Back to Topic List

Creating an odbc Data Source An odbc data source is needed to import schema information about a data source into an Oracle BI Server repository. To create an odbc data source for importing the SH schema information, perform the following steps: 1. Click Start > Programs > Administrative Tools > Data Sources (odbc) to open the odbc Data Source Administrator.

2. Click the System DSN tab and click Add.

select the Oracle driver and click Finish. In the Create New Data Source dialog box. The Oracle odbc Driver Configuration dialog box is displayed. . 3.The Create New Data Source dialog box opens.

.4. and enter SH as the User ID for the SH schema. select the appropriate TNS Service Name from the dropdown list (ORCL in this example). In the Oracle odbc Driver Configuration dialog box. enter a Data Source Name (this can be any name).

Click OK to close the Testing Connection message. Verify that the SH system data source is added in the odbc Data Source Administrator and click OK to close the odbc Data Source Administrator. 8. Click Test Connection to open the Oracle odbc Driver Connect dialog box. 6. In the Oracle odbc Driver Connect dialog box. 9. enter the password SH for the SH schema and click OK. . You should see the following Testing Connection message indicating the connection is successful: 7.5. Click OK to close the Oracle odbc Driver Configuration dialog box.

2. perform the following steps: 1. .Back to Topic List Restoring the Business Intelligence Presentation Catalog and Updating Metadata In this topic you update the Presentation catalog and copy the repository to prepare the environment for the rest of the tutorial. To restore the Presentation Catalog. These services can be stopped in any order. In the Services dialog box. Click Start > All Programs > Administrative Tools > Services. Also stop the Oracle BI Server. select the Oracle BI Presentation Server and select Action > Stop to stop the service.

xml in Notepad and edit the CatalogPath section to point to the directory you just copied. 4. Using Windows Explorer. The path should be <InstallDrive>:/OracleBIData/web/catalog/sh .3. This is a backup of the Presentation Catalog corresponding to the Sales History content. navigate to the SetupFiles folder and copy the sh folder and its contents to <InstallDrive>:\OracleBIData\web\catalog. Open <InstallDrive>:\OracleBIData\web\config\instanceconfig.

Files ending in . 6.rpd repository you just copied.5. select the Oracle BI Server and click Action > Start. It contains a number of parameters that control server settings and behavior. NQSConfig.ini in Notepad and edit the repository name to point to the sh. you are concerned with the section that tells the server which metadata repository to read. Also restart . In the Repository section. below that entry. Navigate to the SetupFiles folder and Copy sh. to point to your repository.rpd. DEFAULT.rpd to <InstallDrive>:\OracleBI\server\Repository. 7. create a new line and enter Star = sh. Right now. The metadata contains the information that the server uses to translate from a logical query (using business terms) to one or more physical queries needed to retrieve the correct information to satisfy the request.ini is the initialization file read by the Business Intelligence Server when it starts up. Then. In the Services dialog box.rpd are metadata files. Open <InstallDrive>:\OracleBI\server\Config\NQSConfig. enter # before "Star" to comment out any other repository name entry. also known as repositories.

and click Log In. enter Administrator as the User ID and password. and create and format a chart. navigate to http://localhost/analytics. .the Oracle BI Presentation Server service. Back to Topic List Creating a Query and a Chart In this topic you build and format a business intelligence request using Oracle BI Answers. 8. In a browser.

In the left-hand selection pane of the Answers interface. and select the Sales History subject area by clicking the SH link in the Subject Areas list. Subject areas are sets of related information with a common business purpose. In this example. but there could be a long list. 2. which can contain multiple subject areas. there is only one subject area. . click the Plus icon next to Times to expand it. depending on the metadata that is defined in the Oracle Business Intelligence repository. Click the Answers link to navigate to the Answers start page. Expand the Calendar table and click the Calendar Month Desc column to add it to your query criteria. which appears in the right pane. perform the following steps: 1.Create a query Add a filter Create totals and format results Create a chart Back to Topic List To create a query.

The Apply Saved Filter dialog box . Drag the Prod Category column in front of the columns from the Calendar table in your query. add the Prod Category column. From the Products table. add Measures > Sales Facts > Amount Sold (000). Add a saved filter to the query to limit the data to the last 12 months (based on the SH data. 5. 3.The query you are building has one measure and three attributes. You can reorder the columns in your query by clicking and dragging them. Under Filters in the left-hand selection pane. this will cover from January to December 2001). Click the Calendar Month Name column to add it to your query. Your query should look like this: 4. Your query criteria should look like this: Now drag the column back to its original location. Finally. expand the SH folder and click the Most Recent 12 Months.

This filter has been created and saved in a shared folder so that it can be used by other users. Examine the request XML that defines the view and the logical SQL that will be issued for the query. 7. Note that any query or reporting tool that can issue SQL over odbc connection. . The XML fully defines the query (including chart formats in case of charts). 6. Click OK in the Apply Saved Filter dialog box to add the filter to your query.is displayed. The Advanced tab can be made available only to specific users. just like Answers. The filter uses a variable defined as the value of the maximum month ID. which has been created in the Oracle BI repository metadata to ensure that it is synchronized with the data. can issue a query to the BI server. The SQL defines the content of the query. Click the Advanced tab.

which are added automatically. Back to Topic To add a filter for the direct channel. using the selection pane. Click the Criteria tabs. add Channels > Channel Desc to your query criteria. In the criteria pane. Note the saw_X column aliases.The Request XML defines the whole analysis. button on the Channel Desc column to add a filter on that . 2. The SQL Issued field contains only the logical SQL that will be issued to the Oracle BI Server for processing. perform the following steps: 1. including logical SQL and views for the query. Editing the logical SQL will change your view definitions. click the Filter column.

The filter is added to the existing saved filter you used earlier. You can also limit the list of choices by setting a match criteria using the Match drop-down menu and entering a string. then clicking the All Choices link.3. In the Create/Edit Filter dialog box. Direct Sales is added as a value in the filter. click the All Choices link to display all values for the column. The Limited Choices link will limit choices to those that are consistent with any pre-existing filters. 4. . Verify that the Operator for the filter is set to "is equal to / is in" and then click the Direct Sales value in the list of choices. Click OK to create the filter.

Your query criteria should look like this: 7. 6. You are filtering on the channel. Click the Delete button (with and X) on the Channel Desc column to delete it from the criteria. but doesn't add the column to the query criteria.5. but you don't need the column in your query. Another way to achieve this result is to CTRL-click the column in the selection pane. Click the Results tab to view the results of your query. which opens the Create/Edit Filter dialog box with the selected column. .

Later. a Title view and a Table view. As you will see. you can delete these default views and add other views to the Compound Layout. the results are displayed in the Compound Layout view. which contains two other views.Other ways to view results are by clicking the view buttons below the tabs in the Criteria pane. or by clicking the Display Results button below the columns in your query criteria. . By default. you will add these different types of views to a dashboard.

Back to Topic To create totals and format results.8. you can also set table-wide formatting properties. Return to the Criteria tab and remove the Channel Desc filter you just created by clicking the X next to the filter in the Filters section. To open the Edit Table view for your results. perform the following steps: 1. import formatting from other queries. icon for the Table view in The column controls for each column are displayed with the results. and set grand totals for the entire table. . click the Edit view the Compound Layout. Using the view-level controls.

In the Display drop-down menu.2. Click the Total By your results. icon above the Calendar Month Desc column to add subtotals by month to The measure is totalled each time the value in Calendar Month Desc changes. In this case. select Results Only to eliminate the Header Toolbars. Click the Grand Total button at the view level to add a grand total to your results. the default aggregation rule (SUM) is applied. but can be overridden using controls in the Edit Formula dialog box accessed through the Edit Formula icon in the Edit Table view or the Criteria tab. 4. 3. The default aggregation rule is set in the Oracle BI repository metadata. .

In the Display drop-down menu. . 6. Verify that the grand total that you set for the results is present.5. Scroll down to the bottom of the Results pane and click the All Pages button to navigate to the end of your results. select Header Toolbars with Results to access the Header Toolbars.

then select Use 1000's Separator option and click OK. you can save the data format as the system-wide default for the column you are . select the Override Default Data Format option. click the Data Format tab. If you have permissions as a Web administrator. In the Column Properties dialog box. click the Save button. In the Edit Column Format dialog box. This will display a comma separator in the number results for the column. 8.7. Click the Column Properties icon above the Amount Sold (000) column.

working with. Click OK and verify that a 1000's separator is displayed in the results for the Amount Sold (000) column. click in the dialog box to close the Save menu. or for all columns with the same data type. Since you don't want to set this format as the system-wide default. perform the following steps: 1. By default charts are displayed as a Vertical Bar graph. . 9. Back to Topic To create a chart. Pick Chart in the View menu.

Select Line from the Graph drop-down menu and 2D from the Type drop-down menu.2. .

Under the Legends icon in the column area of the left side of the Chart view.3. Click the Redraw button at the bottom to confirm the change. select Prod Category to crea a separate line in the chart for each product category. .

The available axes can change depending on the type of chart selected from th Graph drop-down list. Click the Axis Titles and Labels icon. 4. change the custom title to Calendar Month. You can also indicate whether measure labels appear for factual data plotted on an axis. . In the Left tab of the Axis Titles & Labels dialog box.The column area of the chart view shows the columns that are included in the request. You can select the columns to display as the different axes in the chart. In the Bottom tab. select Custom Title and change the custom title to Amount Sold.

For example. you can toggle whether scale labels are displayed on the axes and set orientation guidelines for your labels.5. Explore some of the other options in the Axis Titles & Labels dialog box. Click OK. Your chart should look like this: . similarly to the modification you made to the amou sold column in the steps above. In addition. you can set overrides for the default data format on measures.

6. . select Custom Title. enter Category Sales Last 12 Months as the chart title. and click OK. Click the General Chart Properties icon. In the General dialog box.

. in the Color Selector dialog box. select light gray from the pallette and click OK. Click the Additional Charting Options icon.7. . In the Additional Charting Options dialog box. click the Borders & Colors tab and set the background color to light gray. Click the color box for Background Color and.

In the Additional Charting Options dialog box. After you've set both color click OK to apply your changes.8. Your chart should look like this: . click the Grid Lines tab and set the major grid line color to white and the minor grid line color to light gray. using the same method as above.

Sort the legend by sorting the data. . Click the Order By ascending sort. button in the Calendar Month Desc column. Click the Order By button in the Amount Sold (000) Current Month column twice. and the number 2 is displayed to indicate a secondary sort. Click the Criteria tab and add the Measures > Sales Facts Current Month > Amount Sold (000) Current Month column to your query. The arrow points dow to indicate a descending sort. You want to sort by month in ascending order and then by sales in the last month in descending order: a. The arrow points up to indicate an c.9. b.

11. The legend is sorted to match the order of the lines in the last month. . Select Compound Layout from the View drop-down menu.10. Click the Results tab to verify that your sort has been applied to the legend in your chart.

Scroll to the bottom of the Compound Layout view and drag the Chart view above the Table view in the Compound Layout. Click the Delete View icon in the Title view to delete it from the Compound Layout. A yellow line will appear when you have a valid insertion point.12. 14. . Click the Add View link and select Chart to add the Chart view to the Compound Layout view. 13.

In the Choose Folder dialog box. Enter Category Sales as the name and click OK. Click the Save Request icon. enter Learn and click OK. In the Create Folder In Shared Folders dialog box. click the Learn folder. 16. click Shared Folders. then click the Create Folder button. . In the Save Request dialog box.15.

perform the following steps: 1. Examine the default pivot table that's created and displayed below the layout controls. 2. The measures are displayed at the intersection of the rows and columns. Pick Pivot Table in the View menu. Row headings for the dimensional attributes in your query are displayed in grey as rows by default. Measure labels for the measures in your query appear in blue as columns in the pivot table. Create and set basic layout for a pivot table Add calculations and formatting to the pivot table Back to Topic List To create and set the basic layout for a pivot table. This opens the Pivot Table Layout page.Back to Topic Back to Topic List Working with a Pivot Table In this topic you create a pivot table to examine your results and add calculations and formatting. .

. you will only view your results periodically. When you see a blue line appear around the control. Drag the Amount Sold (000) Current Month column from the Measures area to the Excluded area in your layout controls. you have a valid insertion point and can drop the column. This option displays the results of any layout modifications you make as you work in the Pivot Table layout. Click the Disply Results link to verify your changes in the pivot table. 4. 5. When you see a blue line appear. To speed performance. Deselect the Display Results option. Drag the Calendar Month Desc column below the Measure Labels in the Columns area in your layout controls. you have a valid insertion point and can drop the column.3. Drag the Calendar Month Name column below the Calendar Month Description in the Columns area in your layout controls. 6.

Click the More Options icon in the Amount Sold (000) measure and select Duplicate Layer.Your pivot table should look like this: Deselect the Display Results link. Duplicate the Amount Sold measure. . You need to add a measure to your pivot table to display the percentage of total monthly sales for each product category. perform the following steps: 1. Back to Topic To add calculations and formatting to the pivot table.

In the Edit Format dialog box.2. change the caption to % of Period and click OK. 3. Click the More Options icon in the duplicated measure and select Format Headings. .

Also note the other formatting options available in the dialog box. Click the More Options icon in the duplicated measure and select Show Data As > Percent of > Column. . 4.

This setting means that the measure will be displayed as a percentage of the column. 5. for example a row or a section. which is Month. you can present a measure as a percentage of the total amount for any dimension present in the pivot table layout. 7. Note the other options that are available. You can also set alternate aggregation rules for the measure using the Aggregation Rule option (the default is Sum). click the Total icon in the Columns layout control and select After. icon in the Calendar Month Desc column and select . 6. To total the values of the rows in each column. click the Total and select After. icon in the Rows layout control Note that you have formatting options available for the total row labels as well as values. Click the click the More Options Hidden. To add totals for each column in each row.

Effective use of these would require additional attributes. Experiment. if you want. by temporarily dragging Prod Category to section and then page. To show both measures together within each calendar month. Your pivot table should look like this: Note that there are section and page levels of the pivot table that we have not used in this example. 9. drag Measure Labels under Calendar Month Name in the Columns layout control.8. Click the Display Results link. .

perform the following steps: 1. The Narrative view allows you to add text to appear with the results to provide information such as context. . expand the Products table and click the Prod Category column to add it to your query criteria. Back to Topic Back to Topic List Creating a Narrative View In this topic you build and format a business intelligence request using Oracle BI Answers. In the left-hand selection pane of the Answers interface. explanatory text. and select the Sales History subject area by clicking the SH link in the Subject Areas list. Save the request by clicking the Save Request icon. and create and format a Narrative View. Click Answers to navigate to the Answers start page. Create a query Add a filter Create a Narrative view Back to Topic List To create a query. pointing out all product categories where sales are less than the previous month. 2. or extended descriptions. You want a query to detail what happened in the most recent month.10.

expand the SH folder and click the Current Calendar Month filter.3. This filter has been created and saved in a shared folder so that it can be used by other users. The filter uses a maximum month variable defined in the Oracle BI repository metadata to ensure that it is synchronized with the data. Add a saved filter to the query to limit the data to the current calendar month. Add Measures > Month Ago Facts> % Chg Amount Sold MAgo to your query . Click OK. Your query should look like this: 4. Under Filters in the left-hand selection pane. Back to Topic .

. click the Filter button on the % Chg Amount Sold MAgo column to add a filter on that column. perform the following steps: 1. In the criteria pane. then click OK. and enter 0 as the value.To add a filter for the percent change in the amount sold. Click the Display Results button to view the results of your query. select the is less than operator. In the Create/Edit Filter dialog box. 2. The filter is added to the existing saved filter you used earlier. Your filters should look like this: 3.

perform the following steps: 1. Select Narrative from the View drop-down menu.Your results should look like this: Back to Topic To create a narrative view. .

The narrative is a combination of text and query column values. Prod Category. By default. all queried rows are displayed. and @2 refers to the second column. @1 refers to the first column in the query. Note that you can control the number of row values returned in the Narrative view by setting the Rows to display value. 3.2. In the Narrative view workspace. enter the following: @1 declined @2% this month compared with last month in the Narrative field. Also add bold tags to @2%. select @1 in the narrative and click the Bold button. Your results should look like this: . % Chg Amount Sold MAgo. To highlight the column values in the narrative. In this example.

4. 5. Your results should look like this: . enter No categories declined this month! as the headline. Select No Results from the View drop-down menu. You need to create a No Results view to appear when there are no results for the query. Enter All categories had positive sales results compared with the previous month as text. In the No Results view workspace.

Click the Save Request icon.6. substituting columns in their queries for comparative analysis. Back to Topic Back to Topic List Creating Column Selectors and View Selectors In this topic you build Column and View Selectors and experiment with their use in requests and dashboards. Column selectors allow users to select from a group of columns. In the Choose Folder dialog box.select the Learn folder and save the request as Narrative and No Results Views. View Selectors allow users to quickly navigate .

Click the Answers link and open the first query you saved.between different views of their queries. for example viewing different charts of the same data or quickly navigating to a pivot table to do trend analysis. In the selection pane. Click the Modify button. Create a Column Selector Create a View Selector Back to Topic List To create a Column Selector. click Shared Folders > Learn > Category Sales. 2. perform the following steps: 1. .

currently Prod Category. Click the Results tab and select Column Selector from the View drop-down menu. . 4. click the following columns to make them available in the Column Selector: Customers. Select the Include Selector option in Column 3. In the selection pane.Country.Country Region.3. 5.Channel Desc. Customers. and Channels.

Click the Add View link and select Column Selector to add the Column Selector view to the Compound Layout view. Select Compound Layout from the View drop-down menu. . 7.Your Column Selector in the results pane should look like this: 6.

. Scroll to the bottom of the Compound Layout and drag the Column Selector view above both Table and Chart views. 9.Notice that views that you have built for the active request appear in the View and Add View drop-down menus with green circle icons next to them. In the Column Selector. select Country. 8.

Your Compound Layout view should look like this: Note that the third column in the table now reflects values for the Country column. as does the chart.10. Duplicate the existing chart: . Switch the column back to Channel Desc. Save the request. Back to Topic To create a View Selector. perform the following steps: 1.

b.a. Chart:2: . Using the Views menu. Click the Menu icon and select Duplicate View. navigate to the Chart view. You should now have a new view.

select Chart. 3. select 3D. . using CTRL + Click to select multiple views. 2. Chart:2. Select View Selector from the View drop-down menu. In the View Selector design workspace. and Pivot Table in the Available Views field. In the Type drop-down menu.c.

Click the Move Right icon to add them to the Views Included field. rename it 2D Chart. Rename Chart:2 as 3D Chart and Pivot Table as Trend Data. 5. Use the Move buttons to arrange the views in the list as follows: 2D Chart. 4. and. Trend Data. in the Rename dialog box. Click OK. 3D Chart. Select Chart in the Views Included field. click the Rename button. .

Add the View Selector view using the Add View button and drag it above the Table view. 8. .7. Delete the Chart view from the Compound Layout. Use the View drop-down menu to navigate to the Compound Layout view.

9. Select Trend Data from the View Selector. Your chart should now change to the Pivot Table view: .

. including session monitoring and management of user and group privileges across the Oracle BI Presentation Catalog. Click the Settings link and select Administration.Back to Topic Back to Topic List Creating an Interactive Dashboard In this topic you build a new shared Interactive Dashboard and add content you've saved in previous steps. click the Manage Interactive Dashboards link. perform the following steps: 1. In the Oracle BI Presentation Services Administration window. The Oracle BI Presentation Services Administration window offers access to many administrative features. 2. To create an Interactive Dashboard.

Finally. . Click the Dashboards link and then click the CountryManagers2 Interactive Dashboard link to navigate to the new dashboard. In the Manage Dashboards window. click Close Window to close the Oracle BI Presentation Services Administration screen. set the Group Folder to CountryManagers. The dashboard inherits the security of the group folder. Click Finished again to close the Manage Dashboards window.3. name the dashboard CountryManagers2. 4. In the Create Dashboard window. click Create Dashboard. and click the Finished button . 5.

.Your new dashboard is empty and should look like this: 6. 7. In the left-hand selection panel. expand the Learn folder you've saved your work in. Click the Page Options button in the upper right corner and select Edit Dashboard to open the Dashboard Editor. Sections are are automatically created in the layout to contain the requests and other objects you add to the dashboard. In the Dashboard Editor. you can drag saved content from your Presentation Catalog directly into the dashboard.

Drag the Narrative and No Results request into Section 1 of the dashboard layout. You could also have dragged a Section object from the Dashboard Objects pallette to create the section before dragging content into the section. Sections and columns are containers you can use to control the layout of your dashboards. 8.Drag the Category Sales request onto the layout workspace. below the Category Sales request. . Your dashboard layout should look like this: Notice that a section was automatically added to contain the request. The layout area is highlighted in blue to indicate that you have a valid insertion point for the object.

The No Results view is always displayed if there are no results for the request at runtime. note that the list is limited to views which you've created or worked with for the request. The Compound Layout is the default view. Your dashboard should look like this: . the request will be in the Narrative view. Click Save to save your changes and display the dashboard. select Properties > Show View > Narrative 1 to ensure that when the dashboard is presented. 10.9. You can select any other view. In the Narrative and No Results object.

. If you select a column in the control. It should look like this: Note that the Column Selector only applies to the request that contains it.Scroll to the bottom of the dashboard to verify that the narrative view appears correctly for the Narrative and No Results embedded request. it will only apply to the table and chart. not the narrative request in the same dashboard.

In the selection pane. which are variables that can be defined in Oracle BI Answers. click Customers. select SH. Dashboard prompts are used both to allow users to filter results of embedded requests in a dashboard as well as to populate and update Presentation variables. Click the Answers link.Back to Topic List Using Dashboard Prompts and Presentation Variables In this topic you build a dashboard prompt to filter your dashboard for a specific country region. click the New Dashboard Prompt down Subject Area menu. perform the following steps: 1. The prompt should look like this: . icon and. In the selection pane. Create a dashboard prompt Use a presentation variable Back to Topic List To create a dashboard prompt that filters on Country Region.Country Region to add it to the prompt. in the drop- 2. Then you use a Presentation variable to dynamically update a request title in your dashboard that includes the filtered name of the country region.

4. . Note that you can control several aspects of the prompt. and you can determine what values will be presented in a drop-down list or multi-select control. You can select the type of control users will use to enter their selections in the prompt. This means the filter will be applied to all pages in any dashboard it is associated with. limiting the available values either through SQL or by constraining the values based on the results of another dashboard prompt.This prompt will filter the Country Region column in any requests which contain it in a dashboard with which it is associated. 3. Leave the default selections for the prompt and select Dashboard from the Scope drop-down menu. Click the Save icon and save the prompt in the Learn folder as Prompt for Country Region.

Click the Open click OK. select the Category Sales request in the Learn folder and . icon. the requests must contain filters on the column being prompted. but for it to take effect on any embedded requests in a dashboard. and in the Open dialog box.You have created the prompt. 5.

Country Region column to add a filter on it. CTRL + click the Customers. select is prompted as the operator for the filter and click OK. In the Create/Edit Filter dialog box. In the selection pane. .6.

using the same steps.Your filters should look like this: 7. . When complete. the filters on the request should look like this: 8. Click the Dashboards link and navigate to the CountryManagers2 dashboard. add a filter to the Narrative and No Results View request and save it. Save the Category Sales Request and. then click Page Options > Edit Dashboard to open the Dashboard Editor.

The area will be highlighted in blue when you have found a valid insertion point.9. From the left-hand selection panel. Your dashboard should look like this: . expand the Learn folder and drag Prompt for Country Region above th Category Sales request in Section 1 of the dashboard.

Click Save.10. Your dashboard should look like this: .

Add a Filter view to the Category Sales request to verify that the dashboard prompt is filtering the data on the dashboard correctly.11. Open the dashboard in the Dashboard Editor. Click the Results tab and select Filters in the View menu. Your results should look like this: . a. click the Properties button for the Category Sales request and select Modify Request. In the dashboard. b.

Using the View menu. Navigate back to the CountryManagers2 dashboard.c. select Americas in the Country Region dashboard . Click the Add View link and select Filters. navigate to the Compound Layout. Drag the Filters view to the top of the Compound Layout and save the request. d. e.

prompt, and click Go.

f. Verify that the dashboard prompt has added a filter to the requests on the dashboard for Country Region is equal to Americas.

Back to Topic

To use a Presentation variable to populate a title with the name of the selected country region, perform the following steps: 1. Navigate to Answers, open the Category Sales request, and click the Modify button.

2.

Click the Compound Layout View button, add a Title view to the Compound Layout view using the Add View link, and drag the new Title view to the top of the layout.

Your Compound Layout should look like this:

3. Click the Edit View

icon for the Title view.

4. In the Title field, enter Category Sales Last 12 Months for @{CountryRegion}. This is a reference to the Presentation variable you are going to create. Click OK.

The syntax for calling a Presentation variable, whether in a column or a Title view, is

as the variable has not been defined or populated yet: Click OK to save your changes and return to the Compound Layout view. 6. . if not already present.@{VariableName}. Click the Open icon and open the Prompt for Country Region. In the Set Variable field of the prompt. Add the Title view in the Compound Layout. Your results should look like this. select Presentation. Create the variable by designating that it be populated by the Prompt for Country Region. 5.

Save the dashboard prompt. . Request Variables are defined as SessionVariables in the Oracle BI metadata and are instantiated when the user's session begins. 9. Click the Dashboards link to navigate to the CountryManagers2 dashboard and verify that the Title view appears and that the CountryRegion Presentation variable is not yet populated. In the Set Variable text field. 8. you are creating the variable as well as setting it to be populated by the user selection in the Prompt for Country Region. 11. 10. Verify that the Prompt for Country Region dashboard prompt is filtering the dashboard and updating the CountryRegion Presentation variable. Their values for any request can be updated by dashboard prompts. Select Asia in the Country Region prompt and click Go.Note that you could also reference a Request Variable. 7. By entering the name of the variable here. enter CountryRegion.

you learned how to: Create and work with different views. and work with Interactive Dashboards Use dashboard prompts to filter dashboard data and populate Presentation variables . lay out. and narratives Use selector views to add interactivity and navigability to requests Build.Back to Topic Back to Topic List Summary In this lesson. including charts. pivot tables.

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