P. 1
Creating Analyses and Dashboards- 11g

Creating Analyses and Dashboards- 11g

|Views: 95|Likes:
Published by cycleraja
-----
-----

More info:

Published by: cycleraja on Mar 12, 2013
Copyright:Attribution Non-commercial

Availability:

Read on Scribd mobile: iPhone, iPad and Android.
download as PDF, TXT or read online from Scribd
See more
See less

04/30/2013

pdf

text

original

Sections

  • Beginning the Analytic Process
  • Using the Analysis Editor
  • Creating Selection Steps for your Analysis
  • Formatting and Adding Totals to your Analysis
  • Enhancing an Analysis by Adding a Graph
  • Formatting the Graph
  • Creating an Analysis with a Pivot Table View
  • Adding a Gauge View
  • Creating a Master-Detail Linking
  • Creating a Narrative View
  • Creating Column Selector and View Selector Views
  • Exploring and Editing My Dashboard
  • Creating a Dashboard
  • Editing a Dashboard
  • Saving a Customized Dashboard and Setting Preferences
  • Creating a Named Dashboard Prompt
  • Using a Presentation Variable

3/7/13

Creating Analyses and Dashboards

Creating Analyses and Dashboards
This tutorial contains the following sections: Purpose Time to Complete Overview Scenario Software Requirements Prerequisites Creating an Analysis Adding a Graph to an Analysis Working with Pivot Tables Working with Other View Types Building Dashboards Prompting to Filter Analyses Summary Resources

Purpose
In this tutorial, you learn how to build, format, and customize Oracle Business Intelligence (BI) analyses and create and update dashboards by utilizing these analyses.

Time to Complete
Approximately 2 hours.

Overview
Oracle BI is a comprehensive collection of enterprise business intelligence functionality that provides the full range of business intelligence capabilities, including dashboards, full ad hoc, proactive intelligence and alerts, and so on. Typically, organizations track and store large amounts of data about products, customers, prices, contacts, activities, assets, opportunities, employees, and other elements. This data is often spread across multiple databases in different locations with different versions of database software. After the data has been ordered and analyzed, it can provide an organization with the metrics to measure the state of its business. This data can also present key indicators of changes in market trends and in employee, customer, and partner behavior. Oracle BI helps you obtain, view, and analyze your data to achieve these goals. The focus of this tutorial advances these goals. You learn how to create analyses, add graphs, work with pivot tables, format the analyses and graphs, create column and view selectors, work with views, create a dashboard, and add user interactivity and dynamic content to enhance the user experience. You create analyses and work with views including graphs, pivot tables, and narratives. You then create selectors to drive interactivity in your analyses, and build a custom dashboard, which contains the newly created analyses and views. Finally, you work with dashboard prompts to filter your dashboard and populate variables.

Scenario
Sample Sales is a repository built for an international corporation, selling electronic goods that include: flip phones, game stations, blue tooth adapters, and much more. Revenues have steadily increased for the past two years and now exceed $18 million.

Software Requirements
The following is a list of software requirements: Oracle BI EE 11.1.3 or later must be installed Windows 2000 or later must be installed
www.oracle.com/webfolder/technetwork/tutorials/obe/fmw/bi/bi1113/createanalysis/ps.htm?print=preview 1/144

3/7/13

Creating Analyses and Dashboards

Prerequisites
Before starting this tutorial, you should: Have the proper permissions for configuring dashboards on your company's system Ensure that the Sample Sales repository was installed during the Oracle B I EE installation process.

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 Using the Analysis Editor Filtering, Sorting, and Saving your Analysis Creating Selection Steps for your Analysis Formatting and Adding Totals to your Analysis

Beginning the Analytic Process
To log into Oracle BI EE and begin creating an analysis, perform the following steps: 1 . Navigate to the Oracle Business Intelligence Sign In page and sign in. a. In a browser window, enter h t : / o a h s : 7 4 a a y i s tp/lclot90/nltc. b. The Oracle Business Intelligence sign in page appears. Enter your User ID and Password and click Sign In.

www.oracle.com/webfolder/technetwork/tutorials/obe/fmw/bi/bi1113/createanalysis/ps.htm?print=preview

2/144

3/7/13

Creating Analyses and Dashboards

2. You are presented with either a personal dashboard or the Home page. The Home page is a task-oriented, centralized workspace combined with a global header, allowing access to Oracle BI EE objects, their respective editors, help documentation, and so on.

Throughout Oracle BI EE, common icons have been employed for objects. This table contains some of the most commonly used object icons in this lesson: Analysis Dashboard Dashboard prompt Filter Click New > Analysis.

www.oracle.com/webfolder/technetwork/tutorials/obe/fmw/bi/bi1113/createanalysis/ps.htm?print=preview

3/144

The Select Subject Area pop-up appears. A subject area contains columns that represent information about the areas of an organization's business or about groups of users within an organization.com/webfolder/technetwork/tutorials/obe/fmw/bi/bi1113/createanalysis/ps.3/7/13 Creating Analyses and Dashboards 3 . www. you can add additional subjects areas if they are available for the primary subject area and if you have permission to access these additional subject areas. you find you need more data. If.oracle. this subject area is known as the primary subject area and will appear in the Subject Areas pane of the Analysis Editor. as you work.htm?print=preview 4/144 . When you create a new analysis.

The Analysis Editor appears. selected columns for the analysis.htm?print=preview 5/144 . do the following: 1 . in which you explore and interact with information by visually presenting data in tables. available catalog objects. representing the subject area (columns). select A .com/webfolder/technetwork/tutorials/obe/fmw/bi/bi1113/createanalysis/ps. www. Using the Analysis Editor To build an analysis. The Analysis Editor is composed of tabs and panes. including those illustrated below. pivot tables.Sample Sales. and filters (which limit selected data). and so on.oracle.3/7/13 Creating Analyses and Dashboards In the Select Subject Area pop-up. graphs. Examine the Analysis Editor.

Employees can have titles. For example. A hierarchy in which certain members do not have values for certain higher levels. Holds a list in which individual members are shown in an outline manner. Hierarchy columns can also be: Level-based Consists of one or more levels. Is similar to a hierarchy of a dimension in a multidimensional data source. a Time hierarchy might have data for the current month at the day level. Consists of values that define the hierarchy. and the previous 5 years’ data at the quarter level. a Time hierarchy might have levels for Year. an Employee hierarchy might have no levels. and Month. The expectation is that users can still navigate from the country level (United States) to Washington and below without the need for a state. For example. Vice Presidents might report to other Vice Presidents and different Vice Presidents can be at different depths in the hierarchy. This is also known as an unbalanced hierarchy. Holds a simple list of Attribute Column members. A hierarchy in which all the lower-level members do not have the same depth. in the United States. Quarter. which function as attributes. Value-based Hierarchical Column Ragged Skip-level www. which in turn is within a particular year.com/webfolder/technetwork/tutorials/obe/fmw/bi/bi1113/createanalysis/ps. similar to a dimension. Examples include ProductID or City. rather than levels.htm?print=preview 6/144 .3/7/13 Creating Analyses and Dashboards Columns types include the following: Is similar to a column in a table in a relational data source. For example. a specific day belongs to a particular month. and outline totals being shown for the higher-level members. For example. the previous month’s data at the month level. but instead have names of employees who are managed by other employees.oracle. For example. the city of Washington in the District of Columbia does not belong to a state. such as Vice President. with lower-level members rolling into higher-level members.

a. click the plus sign ( ) to expand the Customers and Cust Regions folders and double-click C50 Region to add it to the Selected Columns pane. Select and order columns in your analysis.Revenue from the Base Facts folder. usually in a fact table. In a similar fashion.com/webfolder/technetwork/tutorials/obe/fmw/bi/bi1113/createanalysis/ps. b. Now drag the column back. You can reorder the columns in your analysis by clicking and dragging them. a. add P1 Product from the Products folder and 1 . It is a column in an Oracle BI Enterprise Edition repository. The Selected Columns pane should look like this: www. 3 . that can change for each record and can be added up or aggregated in some way.htm?print=preview 7/144 . Examples include Revenue or Units Sold.3/7/13 Creating Analyses and Dashboards Measure Column Is similar to a column of data in a table in a relational data source. To create your first analysis. In a similar fashion. 2 .oracle. add P1 Product from the Products folder and 1 .Revenue from the Base Facts folder. Drag P1 Product in front of the C50 Region column. Holds a simple list of data values. The Selected Columns pane should look like this: c. Your selected columns should look like this: d.

By default. a subtitle. A Pivot Table view is automatically created when using hierarchical columns in your analysis.com/webfolder/technetwork/tutorials/obe/fmw/bi/bi1113/createanalysis/ps. You can reorder the columns in your analysis by clicking and dragging them. a logo.oracle. customize headings. and specify formatting to apply only if the contents of the column meet certain conditions. Drag P1 Product in front of the C50 Region column. and timestamps to the results. The default Compound Layout appears. a link to a custom online help page.htm?print=preview 8/144 . Your analysis criteria should look like this: c. You can also swap columns. You can add totals. control the appearance of a column and its contents. The Title view allows you to add a title (the default).3/7/13 Creating Analyses and Dashboards b. The Compound Layout is a composition of many views. Now drag the column back. The Table view displays results in a standard table. www. and change the formula or aggregation rule for a column. You can navigate and drill down in the data. 4 . Click the Results tabbed page. both a Title and Table view are defined for you when using attribute and measure columns.

and pivot tables. Click the Criteria tabbed page. and Saving your Analysis To filter. you can create different views of the analysis results such as graphs. you add a filter to the analysis and then save the filter. Sorting. do the following: 1 .3/7/13 Creating Analyses and Dashboards In the Compound Layout. an inline filter cannot be reused by other analyses or dashboards. If you save the filter however. Next. You can create a filter by hovering over the specific column's toolbar icon ( www. A 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 object in the Presentation Catalog (Catalog).htm?print=preview ) and selecting Filter. like this: 9/144 .) a. Filters can be applied directly to attribute columns and measure columns. it can be reused and is known as a named filter.oracle. Therefore. Filtering. Filters allow you to limit the amount of data displayed in the analysis and are applied before the analysis is aggregated. and save your analysis.com/webfolder/technetwork/tutorials/obe/fmw/bi/bi1113/createanalysis/ps. Filters affect the analysis and thus the resulting values for measures. (Named filters can also be created from the global header. sort. tickers.

The New Filter dialog box should look like this: www. 2 .com/webfolder/technetwork/tutorials/obe/fmw/bi/bi1113/createanalysis/ps.oracle. Select Americas and EMEA. like this: ) in the Filters pane and then selecting the b. To do this. Accept the default value for the operator. Hover over the toolbar icon for C50 Region and select Filter.htm?print=preview 10/144 . and enter a column value (or a range of column values) for this condition.3/7/13 Creating Analyses and Dashboards or by clicking the "Create a filter for the current subject area" icon ( column from the drop-down list. The New Filter dialog box appears. click the drop-down list for Value and click the desired checkboxes. a. that is is equal to / is in.

) in the filters pane and select Save Filters www.htm?print=preview 11/144 . 3 . Click OK. The Selected Columns and Filters panes should look like this: Save the filter that you just created.com/webfolder/technetwork/tutorials/obe/fmw/bi/bi1113/createanalysis/ps.oracle. Click the More Options icon ( from the drop-down list.3/7/13 Creating Analyses and Dashboards b.

com/webfolder/technetwork/tutorials/obe/fmw/bi/bi1113/createanalysis/ps.oracle. The Save As dialog box should look like this: www. Oracle BI EE allows you to save any type of business intelligence object to any location within the Catalog.htm?print=preview 12/144 . The Save As dialog box appears. The Save As einl eeu dialog box appears. However. Name the filter Americas and EMEA filter and accept the default location. If a Confirm Save Location dialog box appears. for some object types such as filters. accept the default. A filter must be saved to a subject area folder so that it is available when you create an analysis using the same subject area. Navigate to the Subject Area Contents folder. Name the folder R g o a R v n eand click OK. Oracle BI EE suggests the best Catalog location.3/7/13 Creating Analyses and Dashboards 4 .

3/7/13 Creating Analyses and Dashboards 5 . indicating that it is now a saved filter. Next. b. ). a. 6 . The Filters pane should look like this: Notice that the Americas and EMEA filter icon has been replaced with a folder icon. you save the analysis so that you can verify the creation of your named filter within the Catalog.oracle. The New Folder dialog box appears. Navigate to Shared Folders and click the New Folder icon ( www.com/webfolder/technetwork/tutorials/obe/fmw/bi/bi1113/createanalysis/ps. Click OK.htm?print=preview 13/144 . Click the Save icon ( ) to save your analysis.

8 . click the Edit link below your Regional Revenue analysis.com/webfolder/technetwork/tutorials/obe/fmw/bi/bi1113/createanalysis/ps. The Americas and EMEA filter appears in the Catalog. Name the folder Regional Revenue and click OK.3/7/13 Creating Analyses and Dashboards c. Name the analysis Regional Revenue and click OK.oracle. www. Click the Catalog link ( ) on the global header and navigate to the folder where you saved your filter. Click the Home link on the global header and in the Recent area. d.htm?print=preview 14/144 . 7 . Verify the named filter.

The order of the sort is indicated by an arrow. www. Save your analysis again.htm?print=preview 15/144 .Revenue. b. the arrows points down. a. in this case. indicating that it is descending. indicating the sequence for the sort order.com/webfolder/technetwork/tutorials/obe/fmw/bi/bi1113/createanalysis/ps. add a sort to the analysis. click the More Options icon for 1. Additionally. On the Criteria tabbed page.3/7/13 Creating Analyses and Dashboards 9 . Notice that a sort icon is added to 1.oracle. a subscript number will also appear.Revenue and select Sort > Sort Descending. if multiple sorts are added. Next.

Your analysis should look like this: www.com/webfolder/technetwork/tutorials/obe/fmw/bi/bi1113/createanalysis/ps.oracle. The Compound Layout appears. Click the Results tabbed page to verify that the filter and sort are being applied to your analysis.htm?print=preview 16/144 .3/7/13 Creating Analyses and Dashboards 10 .

Note. the outline total for the top level of a hierarchy is not affected if some members of the hierarchy are excluded from the selection. Both filters and selection steps allow you to limit the data displayed in your analysis. While measure columns appear in the Selection Steps pane. not the resulting aggregate values. Selection steps only affect the members displayed. You can create selection steps for both attribute columns and hierarchical columns. selection steps are applied after the analysis is aggregated.oracle.3/7/13 Creating Analyses and Dashboards Creating Selection Steps for your Analysis To add selection steps for Product. that grand totals and column totals are affected by selections. For example.com/webfolder/technetwork/tutorials/obe/fmw/bi/bi1113/createanalysis/ps. do the following: 1 . you cannot create steps for them.htm?print=preview 17/144 . Click the plus sign icon ( Selection Steps pane opens. ) to expand the Selection Steps pane of the Compound Layout. Selection steps are per column and cannot cross columns. however. The www. Unlike filters that are applied before the analysis is aggregated.

Start with all members for P1 Product and click the pencil icon. 3 . Hover over 1. You use the shuttle icons ( and the Selected panes.com/webfolder/technetwork/tutorials/obe/fmw/bi/bi1113/createanalysis/ps.htm?print=preview 18/144 .3/7/13 Creating Analyses and Dashboards 2 . The Edit Member Step dialog box appears. ) to move column members between the Availab le www.oracle.

htm?print=preview 19/144 .3/7/13 Creating Analyses and Dashboards 4 . www.com/webfolder/technetwork/tutorials/obe/fmw/bi/bi1113/createanalysis/ps. Click the Move All shuttle icon to move all members from Available to Selected.oracle.

Click OK. Note that the two members. www. I s a land M i t n n e that you removed ntl aneac. ) within the Table view to display all rows of The analysis appears with 36 rows. 7 . You can use Ctrl-click to select multiple members in the list. 6 . Click the minus sign icon ( ) to minimize the Selection Steps pane. are not in the analysis. Click the double-headed arrow icon ( the analysis. Verify your results by reviewing your analysis in the Table view. a. select Install and Maintenance and click the Remove shuttle icon to return these two members to the Available pane.oracle. The Selection Steps pane appears with the new values added. b.3/7/13 Creating Analyses and Dashboards 5 . In the Selected pane.com/webfolder/technetwork/tutorials/obe/fmw/bi/bi1113/createanalysis/ps.htm?print=preview 20/144 . Notice that you can also save the Selection Steps as an object in the Catalog by clicking the Save icon.

oracle.htm?print=preview 21/144 .3/7/13 Creating Analyses and Dashboards www.com/webfolder/technetwork/tutorials/obe/fmw/bi/bi1113/createanalysis/ps.

The Table Editor appears.com/webfolder/technetwork/tutorials/obe/fmw/bi/bi1113/createanalysis/ps. To add totals to your analysis. click the Edit View icon ( ) in the Table view.3/7/13 Creating Analyses and Dashboards Formatting and Adding Totals to your Analysis To add formatting and totals to your analysis. www.htm?print=preview 22/144 .oracle. do the following: 1.

To add a grand total to the analysis.htm?print=preview 23/144 . www. a.com/webfolder/technetwork/tutorials/obe/fmw/bi/bi1113/createanalysis/ps.3/7/13 Creating Analyses and Dashboards 2 . Select After from the drop-down list. click the Totals icon ( Layout pane of the Table editor.oracle. Review the results in the Preview pane above and note that the Totals icon now displays a green checkmark. indicating that a grand total has been added to the analysis. ) to to the right of "Columns and Measures" in the b.

Click the More Options icon for 1. Click the Criteria tabbed page.com/webfolder/technetwork/tutorials/obe/fmw/bi/bi1113/createanalysis/ps.Revenue and select Sort > Clear Sort. a. Before adding a total to Region. b.Revenue.oracle. remove the the sort from 1 . www.htm?print=preview 24/144 .3/7/13 Creating Analyses and Dashboards c. 3 . Click Done.

3/7/13 Creating Analyses and Dashboards c.oracle.htm?print=preview 25/144 . Click the Results tabbed page and review the Table view to confirm that the sort has been removed from the analysis.com/webfolder/technetwork/tutorials/obe/fmw/bi/bi1113/createanalysis/ps. www.

www.oracle. click the Totals icon for C50 Region. The Table Editor appears.htm?print=preview 26/144 .com/webfolder/technetwork/tutorials/obe/fmw/bi/bi1113/createanalysis/ps. In the Layout pane.3/7/13 Creating Analyses and Dashboards 4 . a. Click the Edit View icon ( ) in the Table view. b. Add a total by region to your analysis.

indicating that a total has been added for that specific column. www.com/webfolder/technetwork/tutorials/obe/fmw/bi/bi1113/createanalysis/ps. Review the results in the Preview pane above and note that the Totals icon now displays a green checkmark. Select After from the drop-down list.3/7/13 Creating Analyses and Dashboards c.htm?print=preview 27/144 .oracle.

3/7/13 Creating Analyses and Dashboards 5 . www.oracle. default formatting rules are applied to the analysis' results.com/webfolder/technetwork/tutorials/obe/fmw/bi/bi1113/createanalysis/ps. Click the More options icon ( Headings. Additional formats help you to highlight blocks of related information and call attention to specific data elements. You can create additional formatting to apply to specific results. ) for C50 Region and select Format The Edit Format dialog box appears. You can also use additional formatting to customize the general appearance of analyses and dashboards. a. After you create and run an analysis. Apply formatting to the C50 Region column. You can apply formatting to a heading.htm?print=preview 28/144 . Default formatting rules are based on cascading style sheets and XML message files.

In the Font area.com/webfolder/technetwork/tutorials/obe/fmw/bi/bi1113/createanalysis/ps. In the Caption text box. enter Region. a.htm?print=preview 29/144 . www. click the drop-down list for Color and select any red color from the Color Selector dialog box and click OK. b.3/7/13 Creating Analyses and Dashboards 6 .oracle.

The Table Properties dialog box appears. www. The Preview pane should look like this: 7.3/7/13 Creating Analyses and Dashboards c.com/webfolder/technetwork/tutorials/obe/fmw/bi/bi1113/createanalysis/ps. click the drop-down list for Background Color and select a light blue color from the Color Selector dialog box and click OK.oracle. In the Cell area.htm?print=preview 30/144 . Click the Table View properties icon ( ) on the toolbar. Click OK in the Edit Format dialog box to see the results of your format changes for C50 Region. a. d.

com/webfolder/technetwork/tutorials/obe/fmw/bi/bi1113/createanalysis/ps. Enhancing an Analysis by Adding a Graph www. Adding a Graph to an Analysis In this topic. Click Done and then save your analysis.3/7/13 Creating Analyses and Dashboards b.oracle. Select the Enable alternating row "green bar" styling checkbox ( and click OK.htm?print=preview 31/144 . and apply a saved filter and format the graph. The Preview pane should look like this: ) c. you learn how to add a graph to an analysis.

Click New > Analysis on the global header.com/webfolder/technetwork/tutorials/obe/fmw/bi/bi1113/createanalysis/ps.oracle. Add C50 Region from Cust Regions. In the Catalog pane.Sample Sales from the Select Subject Area pop-up. you begin by creating a new analysis to which you add a graph and apply a named filter created in the first topic. add the named filter that you created to limit the analysis to just Americas and EMEA data. 3 .Revenue from Base Facts to Selected Columns. a. Next.3/7/13 Creating Analyses and Dashboards Formatting the Graph Enhancing an Analysis by Adding a Graph In this subtopic. and 1 . www. Perform the following steps: 1 . Create a new analysis by using the same columns that you used to create Regional Revenue. P1 Product from Products. 4 . Choose A . 2 .htm?print=preview 32/144 . navigate to locate your filter named Americas and EMEA filter.

3/7/13 Creating Analyses and Dashboards b. a. Note that if you do not select this checkbox. but not edit. In the Apply Saved Filter dialog box. www.oracle. select the Apply contents of filter instead of a reference to the filter checkbox. 5 . Select the filter and click the Add More Options icon ( ). allowing you to make changes without changing the Catalog filter item.com/webfolder/technetwork/tutorials/obe/fmw/bi/bi1113/createanalysis/ps.htm?print=preview 33/144 . the filter is added as a named filter that you can view. This option adds the filter as an inline filter.

3/7/13 Creating Analyses and Dashboards b. einl eeu 7 . Add a graph to your analysis. Click OK. 6 . Click the Results tabbed page.com/webfolder/technetwork/tutorials/obe/fmw/bi/bi1113/createanalysis/ps.oracle. Save the analysis to your R g o a R v n efolder. The filter is added to your analysis. Click the New View icon ( ).htm?print=preview 34/144 . a. entering Regional Revenue Graph as the analysis name. b. www.

com/webfolder/technetwork/tutorials/obe/fmw/bi/bi1113/createanalysis/ps.htm?print=preview 35/144 . www. The default Graph view appears below the Table view. Select Graph > Bar > Default (Vertical) from the menus.3/7/13 Creating Analyses and Dashboards c.oracle.

Note however.htm?print=preview 36/144 .com/webfolder/technetwork/tutorials/obe/fmw/bi/bi1113/createanalysis/ps.3/7/13 Creating Analyses and Dashboards 8. www. Click the Remove View from Compound Layout icon ( ) for both Title and Table views. Both views are removed from the Compound Layout.oracle. that they are still available for use from the Views pane.

htm?print=preview 37/144 . perform the following steps: 1.3/7/13 Creating Analyses and Dashboards 9 . www. Formatting the Graph To enhance the appearance of a graph. The Graph editor appears.com/webfolder/technetwork/tutorials/obe/fmw/bi/bi1113/createanalysis/ps. Save the analysis.oracle. Click the Edit View icon ( ) to begin your formatting changes.

www. is composed of three sections: Toolbar The toolbar allows you to change graph types and subtypes.oracle. and so on. edit graph properties. preview. print.htm?print=preview 38/144 . Preview pane The preview pane is a dynamic view of the graph.3/7/13 Creating Analyses and Dashboards 2 .com/webfolder/technetwork/tutorials/obe/fmw/bi/bi1113/createanalysis/ps. allowing you to view the changes instantly. like other view editors. The Graph.

and so on. height. Scale. legend location. The Graph properties dialog box appears. that is axis limits and tick marks. and so on. 39/144 www. measures.com/webfolder/technetwork/tutorials/obe/fmw/bi/bi1113/createanalysis/ps. Set properties for parts of the graph. These tabbed pages allow you to do the following: General Style Scale Set properties related to the graph canvas. and allows you to regroup columns for graph display. sections. Style.3/7/13 Creating Analyses and Dashboards Layout The layout allows you to change the properties of prompts.htm?print=preview . and Titles and Labels. The Graph properties dialog box is composed of four tabbed pages: General.oracle. Set properties that control the appearance of the graph such as plot area and gridlines. Click the Edit properties icon ( ). such as canvas width. 3.

When zooming and scrolling is enabled for a graph.oracle. the bars on a horizontal graph start at the x-axis and move up the scale on the x-axis to the current measurement level. b. Once you zoom in on an axis.htm?print=preview 40/144 .3/7/13 Creating Analyses and Dashboards Titles and Labels Set properties that control the display of titles and labels for the graph. The Zoom icon allows you to zoom in and out of a graph's plot area via its axes. The dialog box should look like this: Note: The "Animate graph on Display" checkbox specifies whether to show initial rendering effects and is selected by default. you can scroll the axis. For example. then the graph includes a Zoom icon. Select Enable for Horizontal Axis from the "Zoom and Scroll" checkboxes. You will use this option in a subsequent step when working with pivot tables. Select left from the Legend Location drop-down list. a. When you zoom an axis. a zoom and scroll slider appears. "Listen to Master-Detail Events" allows you to specify this analysis as a detail view in a master-detail relationship.com/webfolder/technetwork/tutorials/obe/fmw/bi/bi1113/createanalysis/ps. www.

www. 5 .htm?print=preview 41/144 . The Graph Data area allows you to choose a style for specific types of graphs.3/7/13 Creating Analyses and Dashboards 4 . Click the Background drop-down list and select a light blue color from the Color Selector and click OK. Click the Style drop-down list for Graph Data and select Gradient. For example. you might choose pattern fill for to highlight differences on a linebar graph or gradient for a bar graph to make the data values standout. a. Click the Style tabbed page.oracle.com/webfolder/technetwork/tutorials/obe/fmw/bi/bi1113/createanalysis/ps. b.

com/webfolder/technetwork/tutorials/obe/fmw/bi/bi1113/createanalysis/ps.htm?print=preview 42/144 . a.3/7/13 Creating Analyses and Dashboards 6 . b. Select a color of your choice and click OK. www.oracle. Click the Specify radio button for Gridlines to enable selection for horizontal gridlines and select the Major Grid > Horizontal Lines checkbox.

htm?print=preview 43/144 .3/7/13 Creating Analyses and Dashboards The Graph properties dialog box should look like this: 7 . Click the Scale tabbed page. The Scale tabbed page appears.oracle.com/webfolder/technetwork/tutorials/obe/fmw/bi/bi1113/createanalysis/ps. www.

the colors that you have selected for horizontal and vertical gridlines on the General properties tabbed page will be applied to both major and minor ticks.oracle. 8 . a. www. If you override the system default for tick marks. Click the Titles and Labels tabbed page.3/7/13 Creating Analyses and Dashboards Specifically setting axis limits and tick marks allows you to control what you see on your graph.htm?print=preview 44/144 .com/webfolder/technetwork/tutorials/obe/fmw/bi/bi1113/createanalysis/ps.

Click the Format Title icon ( ) for Graph Title.htm?print=preview 45/144 . Select Tahoma from the Family drop-down list. d. and so on are handled (such as truncated automatically) and to specify font properties. The "Font Format: Title" dialog box appears. Enter 16 in the Size text box. f. You use this dialog box to specify how titles.oracle.3/7/13 Creating Analyses and Dashboards b. www. e. c. Click the Font Format tabbed page.com/webfolder/technetwork/tutorials/obe/fmw/bi/bi1113/createanalysis/ps. legend labels. Deselect the checkbox for Use measure name as graph title and enter Regional Revenue in the Title text box.

The vertical axis label has been removed. h. From the Color Selector. Click OK to close the Font Format: Title dialog box. The formatting changes have been applied along with a new title and a horizontal zoom.com/webfolder/technetwork/tutorials/obe/fmw/bi/bi1113/createanalysis/ps. choose any color and click OK.3/7/13 Creating Analyses and Dashboards g.htm?print=preview 46/144 . The preview pane refreshes and should look like this: Examine the changes that you made to the graph. Deselect the checkbox for Vertical Axis Title and click OK to close the Graph Properties dialog box. 9 .oracle. www. i. Click the Zoom icon and select Zoom In.

htm?print=preview 47/144 . a. In the Layout pane. move C50 Region from the Group By drop target to the Graph Prompts drop target.oracle.3/7/13 Creating Analyses and Dashboards Once you have zoomed in. The preview pane refreshes: www. 10 .com/webfolder/technetwork/tutorials/obe/fmw/bi/bi1113/createanalysis/ps. a slider appears.

3/7/13 Creating Analyses and Dashboards The prompt allows you to select each region individually.oracle.htm?print=preview 48/144 . Move C50 Region to the Sections area and select the Display as Slider checkbox. b. making the graph a bit easier to consume.com/webfolder/technetwork/tutorials/obe/fmw/bi/bi1113/createanalysis/ps. The Graph editor should look like this: www.

the results will automatically include a pivot table when a hierarchy column is included in the analysis. www. add a Gauge view. Gauges. and 1 . Choose A . c.oracle.Sample Sales from the Select Subject Area pop-up. P4 Brand from Products. you learn how to create an analysis with a Pivot Table view. By default.Revenue from Base Facts to the Selected Columns pane. To create an analysis with a pivot table. and Master-Detail Linking In this topic. Working with Pivot Tables. Create a new analysis that uses a hierarchy column. Click Done and then save your analysis. C50 Region from Customers . you begin by creating a new analysis with a hierarchical column and apply a named filter created in the first topic.3/7/13 Creating Analyses and Dashboards c. Creating an Analysis with a Pivot Table View Adding a Gauge View Creating a Master-Detail Linking Creating an Analysis with a Pivot Table View In this subtopic.Cust Regions. a. perform the following steps: 1 .com/webfolder/technetwork/tutorials/obe/fmw/bi/bi1113/createanalysis/ps. You can experiment with the region slider by clicking the C50 Region or Americas link. format and add a calculation to a pivot table.htm?print=preview 49/144 . and create a master-detail linking. Add Orders Hierarchy from Orders. b. Click New > Analysis on the global header.

htm?print=preview 50/144 . Click the Results tabbed page to view the analysis and inspect the pivot table. www.com/webfolder/technetwork/tutorials/obe/fmw/bi/bi1113/createanalysis/ps.oracle. Notice that the Pivot Table view is included by default because you included a hierarchy column in the analysis.3/7/13 Creating Analyses and Dashboards 2 .

3/7/13 Creating Analyses and Dashboards 3 .com/webfolder/technetwork/tutorials/obe/fmw/bi/bi1113/createanalysis/ps. Return to the Criteria tabbed page.Revenue and select Column Properties. b. a. Apply the Americas and EMEA named filter as you did above. c.oracle.htm?print=preview 51/144 . The Column Properties dialog box appears. Edit the column properties for Revenue. www. Click the More Options icon for 1 .

oracle. Select the Custom Headings checkbox and enter Revenue in the Column Heading text box. b.htm?print=preview 52/144 . www.com/webfolder/technetwork/tutorials/obe/fmw/bi/bi1113/createanalysis/ps.3/7/13 Creating Analyses and Dashboards 4 . a. Select the Column Format tabbed page.

3/7/13 Creating Analyses and Dashboards 5 . Select the Data Format tabbed page. b.oracle. Select the Override Default Data Format checkbox and select the values as indicated below in the image. www.com/webfolder/technetwork/tutorials/obe/fmw/bi/bi1113/createanalysis/ps. a.htm?print=preview 53/144 .

The Pivot Table editor www. 6 .htm?print=preview 54/144 .3/7/13 Creating Analyses and Dashboards c. Delete the Title view and then click the Edit View icon ( appears. 7. ) to format the pivot table.com/webfolder/technetwork/tutorials/obe/fmw/bi/bi1113/createanalysis/ps. Click OK. Click the Results tabbed page. Review the formatting changes that you made to the Revenue column.oracle.

htm?print=preview 55/144 . b.com/webfolder/technetwork/tutorials/obe/fmw/bi/bi1113/createanalysis/ps. Format the pivot table as follows: a. The pivot table should look like this: www. Drag P4 Brand below Measure Labels.3/7/13 Creating Analyses and Dashboards 8 .oracle. Drag C50 Region to the Sections area.

www. Click the More Options icon ( ) for the Revenue column and select Duplicate Layer. Next.htm?print=preview 56/144 .3/7/13 Creating Analyses and Dashboards 9 .com/webfolder/technetwork/tutorials/obe/fmw/bi/bi1113/createanalysis/ps.oracle. you add a calculation to the pivot table by duplicating the Revenue column.

com/webfolder/technetwork/tutorials/obe/fmw/bi/bi1113/createanalysis/ps.3/7/13 Creating Analyses and Dashboards The duplicated Revenue column appears. www.oracle.htm?print=preview 57/144 .

In the Caption text entry box in the Edit Format dialog box. b.htm?print=preview 58/144 .3/7/13 Creating Analyses and Dashboards 10 .com/webfolder/technetwork/tutorials/obe/fmw/bi/bi1113/createanalysis/ps. www. a.oracle. Click More Options > Format Headings to edit the properties for the duplicate column. name the new column % Revenue and click OK.

oracle.com/webfolder/technetwork/tutorials/obe/fmw/bi/bi1113/createanalysis/ps. Change the calculation to reflect a percentage of the parent.3/7/13 Creating Analyses and Dashboards 11 .htm?print=preview 59/144 . a. Click More Options > Show Data As > Percent of > Row Parent. The Pivot Table editor looks like this: www.

com/webfolder/technetwork/tutorials/obe/fmw/bi/bi1113/createanalysis/ps.htm?print=preview 60/144 .oracle.3/7/13 Creating Analyses and Dashboards www.

Click Done and save the analysis as Regional Revenue Pivot.com/webfolder/technetwork/tutorials/obe/fmw/bi/bi1113/createanalysis/ps.oracle.3/7/13 Creating Analyses and Dashboards 12 . The pivot table should look like this: www.htm?print=preview 61/144 .

The Total Orders parent member represents an outline total for the orders. When you sort members in a hierarchical column. The product brands on the column edge are sorted. reflecting sorted Revenue values in ascending sequence for each Total Order. The children appear below the parent in the proper sort order. and navigable. They are interactive in that they are drillable. Expand the Orders Hierarchy by clicking the plus sign icon ( ) for Order Totals for the Americas. Revenue is the measure. Pivot tables provide the ability to rotate rows. These carat icons do not appear for attribute columns.Cancelled to view the % of total revenue lost from cancellations. Row sort Total Orders. b. Orders Hierarchy contains Orders on the row edge and Total Orders as the parent. providing the perfect vehicle for trending analyses.oracle. which do not have the concept of a row edge. for the Americas in Ascending sequence and examine the results within the pivot table. The plus and minus icons are used to expand and collapse the data for analysis. which allow you to sort the members on the column edge by that row. expandable. The next steps review some features of pivot tables. you are able to not only sort on members and measures. a. but on rows.htm?print=preview 62/144 . and section headings to obtain different perspectives of the same data. www. in either ascending or descending order. children are never sorted outside of their parent. that is.3/7/13 Creating Analyses and Dashboards 13 . Because hierarchical columns imply pivot tables. Hierarchical members on the row edge can include sort carat icons ( ) . 14 .com/webfolder/technetwork/tutorials/obe/fmw/bi/bi1113/createanalysis/ps. columns. you always sort within the parent. the parent is not sorted within its children. Expand Express orders and then expand 6 .

htm?print=preview 63/144 .com/webfolder/technetwork/tutorials/obe/fmw/bi/bi1113/createanalysis/ps.oracle.3/7/13 Creating Analyses and Dashboards www.

3/7/13 Creating Analyses and Dashboards 15 . The pivot table should look like this before you release the mouse button: www. b. and move items around using this menu. A tab appears. Place your cursor on top of the Orders Hierarchy and right-click. Place your cursor to the left of the Brand column (HomeView). When you hover over this tab.htm?print=preview 64/144 . Drag Brand on top of Orders Hierarchy.oracle. Notice that you can also sort. You use this swap icon to swap columns with rows or to reposition a column or row along a different axis. Select Collapse all items in view from the menu. a.com/webfolder/technetwork/tutorials/obe/fmw/bi/bi1113/createanalysis/ps. The swap icon look likes this: c. a swap icon appears. exclude columns.

oracle.3/7/13 Creating Analyses and Dashboards d. Release the mouse button and review the pivot table. e. Click the New View icon and select Gauge > Default (Dial).com/webfolder/technetwork/tutorials/obe/fmw/bi/bi1113/createanalysis/ps. www. perform the following steps: 1 .htm?print=preview 65/144 . Save the analysis. Adding a Gauge View To add a Gauge view to the Compound Layout.

The Gauge view appears below the Pivot Table view.htm?print=preview 66/144 .com/webfolder/technetwork/tutorials/obe/fmw/bi/bi1113/createanalysis/ps.oracle.3/7/13 Creating Analyses and Dashboards 2 . www.

com/webfolder/technetwork/tutorials/obe/fmw/bi/bi1113/createanalysis/ps.3/7/13 Creating Analyses and Dashboards Click the Edit View icon ( ) in the Gauge view to format the gauge. www.htm?print=preview 67/144 . Minimize the Settings pane. The Gauge editor appears.oracle. 3 .

c. www. Delete the text in the footer and click OK. In the Titles and Labels tabbed page of the Gauge Properties dialog box.com/webfolder/technetwork/tutorials/obe/fmw/bi/bi1113/createanalysis/ps. Remove the footers underneath the guages. select all the text in the Footer text box.oracle. Click the Edit gauge properties icon in the toolbar. a. b.3/7/13 Creating Analyses and Dashboards 4 .htm?print=preview 68/144 .

Change the size of the gauges. In the Layout pane. b. a.com/webfolder/technetwork/tutorials/obe/fmw/bi/bi1113/createanalysis/ps. Click the gauge size drop-down list from the toolbar and select Medium. 6 .3/7/13 Creating Analyses and Dashboards 5 . drag C50 Region to the Sections drop target and select Display as Slider. The Layout pane should look like this: www.oracle.htm?print=preview 69/144 . The gauges resize. Exclude Orders Hierarchy.

Click Done.htm?print=preview 70/144 .3/7/13 Creating Analyses and Dashboards 7 .com/webfolder/technetwork/tutorials/obe/fmw/bi/bi1113/createanalysis/ps. Verify your work in the Compound Layout.oracle. www. a.

htm?print=preview 71/144 . 8 . Toggle between Americas and EMEA to see the gauges change. called the www.com/webfolder/technetwork/tutorials/obe/fmw/bi/bi1113/createanalysis/ps. notice that when you hover over a dial. Creating a Master-Detail Linking Master-detail linking of views allows you to establish a relationship between two or more views such that one view.oracle. specific column detail appears. Save the analysis. You can experiment with the slider. Also.3/7/13 Creating Analyses and Dashboards b.

b. called detail views.3/7/13 Creating Analyses and Dashboards master view. Set up the master view to which you link the detail view. Click the More Options icon and select Column Properties for the C50 Region column. The Column Properties dialog box appears. Select the Interaction tabbed page. 2 . To create a Master-Detail linking. will drive data changes in one or more other views. perform the following steps: 1 . a. select the Criteria tabbed page.oracle.com/webfolder/technetwork/tutorials/obe/fmw/bi/bi1113/createanalysis/ps. www. In the Regional Revenue Pivot analysis.htm?print=preview 72/144 .

com/webfolder/technetwork/tutorials/obe/fmw/bi/bi1113/createanalysis/ps. www.3/7/13 Creating Analyses and Dashboards 3 . In the Value area.oracle.htm?print=preview 73/144 . click the Primary Interaction drop-down list. and select Send Master-Detail Events.

com/webfolder/technetwork/tutorials/obe/fmw/bi/bi1113/createanalysis/ps. www.htm?print=preview 74/144 . Specify channel. a qualification text box.oracle. This is a case sensitive text box. appears. When "Send Master-Detail Events" is selected.3/7/13 Creating Analyses and Dashboards 4 . You use this text box to enter a name for the channel to which the master view will send master-detail events.

oracle.htm?print=preview 75/144 .com/webfolder/technetwork/tutorials/obe/fmw/bi/bi1113/createanalysis/ps.3/7/13 Creating Analyses and Dashboards a. Enter region in the "Specify channel" text box and click OK. www.

htm?print=preview 76/144 . Save the analysis. a. 5 .3/7/13 Creating Analyses and Dashboards b. Click Edit gauge properties on the toolbar. Click the Results tabbed page to view the Compound Layout and click Edit View for the Gauge view. You can add any view that includes the same master column as the master view.com/webfolder/technetwork/tutorials/obe/fmw/bi/bi1113/createanalysis/ps. Define the detail view to which the master view links.oracle. The Gauge editor appears. www. b.

oracle.com/webfolder/technetwork/tutorials/obe/fmw/bi/bi1113/createanalysis/ps.htm?print=preview 77/144 .3/7/13 Creating Analyses and Dashboards www.

The Gauge Properties dialog box appears. c. Click OK. 7 . b. Enter region in the Event Channels text box. a. Click Done and then save your analysis.3/7/13 Creating Analyses and Dashboards 6 .htm?print=preview 78/144 .com/webfolder/technetwork/tutorials/obe/fmw/bi/bi1113/createanalysis/ps. Remember that this must match precisely with the text entered for the master view. Select the Listen to Master-Detail Events checkbox.oracle. www.

3/7/13 Creating Analyses and Dashboards 8 . a. Both the Pivot Table view and the Gauge view (the detail view) update to reflect the drill.htm?print=preview 79/144 . In the Pivot Table view (the master view). www. select EMEA to drill down.com/webfolder/technetwork/tutorials/obe/fmw/bi/bi1113/createanalysis/ps.oracle.

htm?print=preview 80/144 .com/webfolder/technetwork/tutorials/obe/fmw/bi/bi1113/createanalysis/ps.oracle.3/7/13 Creating Analyses and Dashboards www.

commas.Paid Amount from Base Facts 3 . and a View Selector view. use selection steps to display the levels. you create a Narrative view. Save your analysis.3/7/13 Creating Analyses and Dashboards b. Creating a Narrative View Creating Column Selector and View Selector Views Creating a Narrative View You create a Narrative view to provide information such as context. hierarchical. explanatory text. and two decimal places.Discount Amount from Base Facts b.Paid Amount and 3 . If you want to include hierarchy levels in a Narrative view. To create a meaningful Narrative view.oracle. Working with Other View Types At this point in the lesson. and measure columns.Discount Amount to include dollar signs. The properties should look like this: www. begin by creating a new analysis that includes a calculated item. a Column Selector view. To add a Narrative view. perform the following steps: 1 . including the following columns: C50 Region from Customers C0 Customer Number from Customers C1 Customer Name from Customers 4 .htm?print=preview 81/144 .com/webfolder/technetwork/tutorials/obe/fmw/bi/bi1113/createanalysis/ps. you have created the following views: Title Table Pivot Table Graph Gauge In this topic. Change the properties of 4 . a. The Narrative view is a combination of text and query column values. Create an analysis as you did above. or extended descriptions along with column values for an analysis You can include values from attribute.

Click More Options for this duplicate column and select Column Properties.htm?print=preview 82/144 .Discount Amount to the Criteria tabbed page a second time. Enter Discnt Pct to Paid Amt in the Column Heading text box.Discount Amount column.3/7/13 Creating Analyses and Dashboards c. www. and select the checkbox for Custom Headings. a. 2 . The Selected Columns within the Criteria tabbed page should look like this: b.com/webfolder/technetwork/tutorials/obe/fmw/bi/bi1113/createanalysis/ps. Add a filter to C50 Region and select only the Americas. Add 3 .oracle. c. Select the Column Format tabbed page. Edit the Column Properties for the duplicate 3 .

oracle.com/webfolder/technetwork/tutorials/obe/fmw/bi/bi1113/createanalysis/ps. format the data for this column as a percentage with two decimal places and then click OK.3/7/13 Creating Analyses and Dashboards d.htm?print=preview 83/144 . The Selected Columns should look like this: www. Using the Data Format tabbed page.

b.com/webfolder/technetwork/tutorials/obe/fmw/bi/bi1113/createanalysis/ps.ad mut)10 Hint: You can copy the line of code and paste it into the Column Formula text box.3/7/13 Creating Analyses and Dashboards 3 .3 Dson Aon""aeFcs. Enter the following formula into the Column Formula text box.4 Pi Aon"*0 "ae at"".oracle.icut mut/Bs at"".htm?print=preview 84/144 .The Edit Column Formula dialog box appears. a. Click More Options for Discnt Pct to Paid Amt and select Edit Formula. (Bs Fcs. The Edit Column Formula dialog box should look like this: www.

b.com/webfolder/technetwork/tutorials/obe/fmw/bi/bi1113/createanalysis/ps. Select the Results tabbed page and remove the Title view from the Compound Layout. d. Click OK. Click Done to review your results.3/7/13 Creating Analyses and Dashboards c. c. 4 .htm?print=preview 85/144 .oracle. a. Click the More Options icon for C50 Region and select Hidden to hide the column. The Table view should look like this: www. Click the Edit View icon to open the Table editor.

a. Click the New View icon on the toolbar and select Other Views > Narrative. Save the analysis as Customer Discounts by Region. 5 . www. Add the Narrative view.com/webfolder/technetwork/tutorials/obe/fmw/bi/bi1113/createanalysis/ps.oracle.htm?print=preview 86/144 .3/7/13 Creating Analyses and Dashboards e.

To display the footer information on a separate line from the actual narrative text. d.oracle. the second occurrence corresponds to the second column.3/7/13 Creating Analyses and Dashboards b. b. The Narrative Editor should look like this: www.htm?print=preview 87/144 . enter region. a. then the first ) occurrence of the sign corresponds to the first column. You use the Narrative text box to enter the narrative text that will appear for each row in the results. Enter a 1 in the "Rows to display" text box. You use the Postfix text box to enter the footer text to appear at the bottom of the narrative. 6 . where the number "1" represents the first column in the analysis (C50 Region). The toolbar allows you to use HTML code and markup to enhance the narrative. and so on. Click the Edit View icon for the Narrative view. For example. ensuring that you include a space before region and period after region. enter 5 to display values from the first 5 rows of the column. You can include both text and column values. This text is displayed at the beginning of the narrative. c. enter This analysis shows the discount percentage for each customer within the . In the Narrative text box. use the at sign (@ by itself to indicate the first column.. The Narrative editor appears. You use the "Rows to display" text box to enter the number of rows from the column to return. Ensure that the narrative ends in a line break. You use the Prefix text box to enter the header for the narrative. Move the Narrative view above the Table view. include markup tags in the Postfix field. or that the footer begins with a line break. For example you might enter a string of plus signs (+) between each line. For a hierarchical column. Include a line break code at the end of this field to force each line of text and values onto its own line. In the Postfix text box. ensuring that you leave a single space following the last word. e.com/webfolder/technetwork/tutorials/obe/fmw/bi/bi1113/createanalysis/ps. 1 select the @ that you entered and click the bold icon ( 1 ). You use the @ to include the results from the designated column in the narrative. n You use the "Row separator" text box to enter a row separator for each line from the Narrative field that contains values. Then. To include values. If you include multiple at signs. A hierarchy level is considered a row. you can use selection steps to display hierarchy levels with the hierarchical column. In the Prefix text box. enter @ .

The Compound Layout should look like this: www.com/webfolder/technetwork/tutorials/obe/fmw/bi/bi1113/createanalysis/ps.oracle. Click Done and save your analysis.htm?print=preview 88/144 . 7 .3/7/13 Creating Analyses and Dashboards Notice that a preview is provided at the bottom of the editor.

users can dynamically alter the content of their analysis. a.oracle. c. Drag the Column Selector view above the Title view. The Column Selector view appears. A Column Selector view adds a column selector to the results. The Results tabbed page appears. 2 . This allows users to analyze data along several dimensions. www. b. Click the New View icon and select Other Views > Column Selector. A column selector is a drop-down list from which users can dynamically change the columns that display in results.htm?print=preview 89/144 . Open the Regional Revenue analysis in the Analysis Editor. perform the following steps: 1 . By changing the measure columns. Click the Edit View icon for the Column Selector view.3/7/13 Creating Analyses and Dashboards Creating Column Selector and View Selector Views To create a Column Selector and View Selector views.com/webfolder/technetwork/tutorials/obe/fmw/bi/bi1113/createanalysis/ps. The Column Selector editor appears.

In the Label (optional) Choices text box. With Column still selected. P3 LOB.htm?print=preview 90/144 . Select the Include Selector C50 Region checkbox.oracle. The Compound Layout appears: www. a. and P2 Product Type. d. double-click the following columns to add to the selector: P4 Brand. enter Choose a column:.com/webfolder/technetwork/tutorials/obe/fmw/bi/bi1113/createanalysis/ps. b. c.3/7/13 Creating Analyses and Dashboards 3 . Click Done.

The values change appropriately. Click the Column Selector drop-down list and select P3 LOB: b. the custom heading is still displayed for the column.3/7/13 Creating Analyses and Dashboards 4 .com/webfolder/technetwork/tutorials/obe/fmw/bi/bi1113/createanalysis/ps. however.htm?print=preview 91/144 . a. that because you set a custom heading for the C50 Region column earlier.oracle. www. Note.

Save the analysis. the default. Before you add the View Selector view however. Then delete the Column Selector view from the Compound Layout Add a Graph view . 5 . in that it holds other views which have been selected in the editor for display.com/webfolder/technetwork/tutorials/obe/fmw/bi/bi1113/createanalysis/ps.htm?print=preview 92/144 . A View Selector view is analogous to a storage container. Add the View Selector view. a. Regional Revenue should look like this: www.Vertical Bar graph These changes will allow you to showcase the analytic data-driven views. A View Selector view provides a drop-down list from which users can select a specific view of analysis results from among saved views.oracle.3/7/13 Creating Analyses and Dashboards c. do the following: Delete the Title view from the Compound Layout Set the Column Selector to display the C50 Region column.

3/7/13 Creating Analyses and Dashboards b. Click the New View icon on the toolbar and select Other Views > View Selector.oracle.htm?print=preview 93/144 .com/webfolder/technetwork/tutorials/obe/fmw/bi/bi1113/createanalysis/ps. www.

Click the Edit View icon for the View Selector view.3/7/13 Creating Analyses and Dashboards c. a.com/webfolder/technetwork/tutorials/obe/fmw/bi/bi1113/createanalysis/ps. 6 .oracle. Move the View Selector view to the right of the Table view. The View Selector editor appears.htm?print=preview 94/144 . www.

oracle. 7 . Click Done. The Compound Layout should look like this when the Graph view is selected: www.3/7/13 Creating Analyses and Dashboards b.htm?print=preview 95/144 . In the Availab le Views list. Note that these views are data-driven views. enter Choose a view:. In the Caption text box. which were deleted from the Compound Layout. c.com/webfolder/technetwork/tutorials/obe/fmw/bi/bi1113/createanalysis/ps. A preview appears at the bottom of the editor. d. unlike the Column Selector and Title views. select the Table and Graph views and click the shuttle icon to move them to the Views Included list.

Preferences tabbed page. adding a saved analysis that you created previously. aae ahor You can view your personalized views by selecting My Dashboard from the Dashboards drop-down list.3/7/13 Creating Analyses and Dashboards Do not save your changes to the analysis. Preconfigured views appear in the Dashboards drop-down list.oracle. You can also set My Dashboard as your default dashboard. Exploring and Editing My Dashboard Creating a Dashboard Editing a Dashboard Saving a Customized Dashboard and Setting Preferences Exploring and Editing My Dashboard My Dashboard. Click the Dashboards link on the global header and then click My Dashboard. personal starting page by using the My Account dialog box. Dashboards provide personalized views of corporate and external information. They can be created by administrators and shared with groups of users with common responsibilities or job functions. To open My Dashboard. The ability to create and edit dashboards is controlled by the M n g D s b a dprivilege. is a dashboard page that you create and save as your default. www. Building Dashboards In this topic.com/webfolder/technetwork/tutorials/obe/fmw/bi/bi1113/createanalysis/ps. a personalized view. Users with administrative privileges can create shared dashboards for groups of users with common responsibilities or job functions. which is managed by the administrator. perform the following steps: 1 . Based on your permissions.htm?print=preview 96/144 . you learn about the My Dashboard view and how to create and edit a shared dashboard. you can view preconfigured dashboards or create your own personalized views.

Multiple pages are used to organize content.oracle. and every dashboard has at least one page. then you use dashboard template pages to populate your personal dashboards (My Dashboard) when you first log in as a new user. When you open a dashboard. Pages contain the columns and sections that hold the content of a dashboard.com/webfolder/technetwork/tutorials/obe/fmw/bi/bi1113/createanalysis/ps.htm?print=preview 97/144 . This allows you to see one www.3/7/13 Creating Analyses and Dashboards An empty My Dashboard page appears. the content appears in one or more dashboard tabbed pages. including My Dashboard. Note: If you have chosen or if your company has setup My Dashboard as your default.

2. www.htm?print=preview 98/144 . save or print them. In the Dashboard Toolbar. (The results of an analysis are the output that is returned from the Oracle BI Server that matches the analysis criteria. or download them to a spreadsheet. The Dashboard Builder appears and automatically creates page 1 of your dashboard (the first tabbed page). set page report links (for example. The Dashboard Builder is composed of the following: Dashboard Toolbar: The toolbar allows you to perform tasks such as adding or deleting pages. for example. eal. the results of an analysis can be shown in various views. graph. In a dashboard. Add to Briefing Book). saving. Examples of dashboard objects are sections to hold content. and displays them in the My Dashboard dashboard. Using the Dashboard Builder. previewing. the Tools toolbar button provides options to set dashboard properties.3/7/13 Creating Analyses and Dashboards or more dashboard pages with content. Click the Edit icon ( ) to add content to your empty dashboard page. rather than an empty dashboard. It also gives you a starting point to build your own dashboard pages. Page Layout pane: This is a workspace that holds your objects. dashboard template pages for which you have permission to your My Dashboard folder. which are displayed on the dashboard. These template pages are saved in subfolders of / h r d F l e sand have a default name of Sae odr d f u t Oracle BI EE searches for dashboard template pages in all dashboards that are named d f u t copies all eal.com/webfolder/technetwork/tutorials/obe/fmw/bi/bi1113/createanalysis/ps. and embedded content that is displayed in a frame on a dashboard Catalog pane: Items that you or someone else has saved to the Catalog.oracle.) Users can examine and analyze results. and so on. and gauge. you can add pages and objects to a dashboard and control page layout. such as a table. and so on. prompts. and so on. action links. Dashboard Objects pane: Items that are used only in a dashboard. analyses.

com/webfolder/technetwork/tutorials/obe/fmw/bi/bi1113/createanalysis/ps. determine the appropriate individuals to notify. www. You simply drag the object to the Page Layout pane on the right.3/7/13 Creating Analyses and Dashboards 3 . ( Agents dynamically detect information-based problems and opportunities.) An Alert section is added by default to the first page of My Dashboard if you do not manually include one. and so on. (Sections within columns hold the actual content. phones.) You can create as many columns on a dashboard page as you need. As mentioned above. The Column object appears on the Page Layout pane.oracle. and so on. Alert Section is used to add a section in which you display Alerts from Agents. Sections are used within columns to hold the content. such as action links. dashboard alerts. You can drag and drop as many sections as you need to a column. You cannot disable the appearance of an Alert section on the first page of My Dashboard. Columns are used to align content on a dashboard. You can add an Alert section to an additional dashboard page so that section will then appear on both dashboard pages.htm?print=preview 99/144 . Drag the Column object onto the Page Layout pane. the Dashboard Objects pane provides you with a list of objects that you use to add content to a dashboard page. if any. and deliver information to them through a wide range of devices such as e-mail. analyses.

) to save the dashboard page and then click the Run icon ( ). perform the following steps: 1 . Click the Save icon ( My Dashboard appears. b. You can also drag an analysis directly onto an empty Layout Pane without first creating a column. The Dashboard Builder automatically creates the column for you. In the Catalog pane.htm?print=preview 100/144 . Notice that a section was automatically created for you. Drag the Regional Revenue analysis to the Column 1.3/7/13 Creating Analyses and Dashboards 4 . navigate to the folder where you saved your analyses. Creating a Dashboard To create a new dashboard.com/webfolder/technetwork/tutorials/obe/fmw/bi/bi1113/createanalysis/ps. Regional Revenue appears in the column. a. www.oracle. Click the New > Dashboard in the global header. You can then add sections automatically to that column by dragging analyses below the existing sections c.

Note: If you save the dashboard in the Dashboards subfolder directly under / h r d F l e s f r t l v lsubfolder.htm?print=preview 101/144 . Notice that you can also enter a description of your choice. Accept the default to Add content now. a. directly under / h r d F l e s f r t l v lsubfolder in which no dashboards have been saved. b. If you receive a warning message. Enter Customer Detail in the name text box. If you save it in a D s b a d subfolder at any other ahors level (such as / h r d F l e s S l s E s e n it will not be listed. 2 . the Sae odr/is ee dashboard will be listed in the Dashboard menu on the global header.com/webfolder/technetwork/tutorials/obe/fmw/bi/bi1113/createanalysis/ps.3/7/13 Creating Analyses and Dashboards The New Dashboard dialog box appears. if you choose a folder named / h r d F l e s S l sin ahors Sae odr/ae which no dashboards have been saved. c. For example. click OK to einl eeu close it. The New Dashboard dialog box should look like this: www. a new D s b a d folder is automatically created and the Location entry changes to ahors / h r d F l e s S l s D s b a d . If you choose a folder in the Dashboards subfolder S a e o d r / a e / a t r ). then a new Sae odr/is ee D s b a d folder is automatically created for you.oracle. A new D s b a d folder is not automatically created if you choose a folder at any Sae odr/ae/ahors ahors other level. Navigate to your R g o a R v n efolder and select it as the Location.

www. 3 .com/webfolder/technetwork/tutorials/obe/fmw/bi/bi1113/createanalysis/ps. a. ahors einl eeu d.3/7/13 Creating Analyses and Dashboards Notice that a D s b a d subfolder was automatically created inside the R g o a R v n efolder. Navigate to the Customer Discounts by Region analysis and drag it from the Catalog to the Page Layout pane. Click OK. The Dashboard Builder appears.htm?print=preview 102/144 .oracle.

com/webfolder/technetwork/tutorials/obe/fmw/bi/bi1113/createanalysis/ps. Save and run the dashboard. the dashboard will not be listed in the Dashboard menu on the global header. As mentioned above. because this dashboard was not created in a D s b a d subfolder directly under a / h r d ahors Sae F l e s f r t l v l subfolder.oracle. www. navigate to it in the Catalog.htm?print=preview 103/144 . The Customer Detail dashboard appears. To open odr/is ee the dashboard.3/7/13 Creating Analyses and Dashboards b. or open it from the Recent list on the Home page or in the global header's Open menu.

Click the Tools button and select Dashboard Properties. Give the existing tabbed page a more meaningful name.3/7/13 Creating Analyses and Dashboards Editing a Dashboard Dashboard editing. To begin enhancing My Dashboard. perform the following steps: 1 . www. b.htm?print=preview 104/144 . you enhance My Dashboard. In this subtopic. a. The Dashboard Properties dialog box appears.com/webfolder/technetwork/tutorials/obe/fmw/bi/bi1113/createanalysis/ps. Click the Page Options toolbar ( ) and select Edit Dashboard. is allowed for users with the appropriate privileges. Click Dashboards > My Dashboard.oracle. which is performed by using the Dashboard Builder as evidenced above. 2 .

Select page 1 in the Dashboard Pages section.3/7/13 Creating Analyses and Dashboards From this dialog box. set permissions for. Rename. Click the Permissions icon to add permissions for the dashboard. Add a description—Descriptions are displayed when Oracle BI Administrators use the Catalog Manager.oracle. Click the Filters and Variables icon to add a hidden prompt.com/webfolder/technetwork/tutorials/obe/fmw/bi/bi1113/createanalysis/ps. Using the toolbar. the borders in tables. and delete dashboard pages. Hidden prompts are used to set default values for all corresponding prompts on a dashboard page.htm?print=preview 105/144 . you can do the following: Change the Styles—Styles control how dashboards and results are formatted for display. Dashboard pages are permanently deleted. the arrange icons are enabled (up and down arrow icons). reorder. 3 . and so on. the font and size of text. Click the Delete icon to delete the selected page. filters. Add hidden prompts. hide. and variables Specify the links that will display with analyses on a dashboard page. such as the color of text and links. you can do the following: Click the Rename icon to change the name of your dashboard page. the colors and attributes of graphs. The Dashboard Page Control toolbar enables. If more than one dashboard page participates in this dashboard. www.

The Rename dialog box appears.3/7/13 Creating Analyses and Dashboards 4.oracle. Click the Rename icon ( ).htm?print=preview 106/144 . b. www. a.com/webfolder/technetwork/tutorials/obe/fmw/bi/bi1113/createanalysis/ps. Enter Regional Revenue in the Name text box and click OK. The Dashboard Properties dialog box reappears with the new dashboard page name.

3/7/13

Creating Analyses and Dashboards

5 . a. Click the the Edit icon for Dashboard Report Links to set the report links at the dashboard level. Report links can be set at the dashboard, dashboard page (click Page Options> Page Report Links), or analysis level (click the properties icon for the specific analysis within the Dashboard Builder and then select Report Links). b. Select the checkboxes as indicated in the image below:

www.oracle.com/webfolder/technetwork/tutorials/obe/fmw/bi/bi1113/createanalysis/ps.htm?print=preview

107/144

3/7/13

Creating Analyses and Dashboards

c. Click OK and then click OK again to return to the Dashboard Builder. The Dashboard Builder should look like this:

6.

a. Click the Add Dashboard Page icon (

). The Add Dashboard Page dialog box appears.

b. Name the dashboard page Customer Detail and click OK.
www.oracle.com/webfolder/technetwork/tutorials/obe/fmw/bi/bi1113/createanalysis/ps.htm?print=preview 108/144

3/7/13

Creating Analyses and Dashboards

7 . In the Catalog pane, navigate to the Customer Discounts by Region analysis and drag it to the Page Layout pane on the right.

www.oracle.com/webfolder/technetwork/tutorials/obe/fmw/bi/bi1113/createanalysis/ps.htm?print=preview

109/144

a. The Column Properties dialog box appears.3/7/13 Creating Analyses and Dashboards 8 .oracle.htm?print=preview 110/144 . Click the Column Properties icon. Edit the properties of the column.com/webfolder/technetwork/tutorials/obe/fmw/bi/bi1113/createanalysis/ps. www.

com/webfolder/technetwork/tutorials/obe/fmw/bi/bi1113/createanalysis/ps. You can also apply a custom style sheet. width. www. border. Select the drop-down list for Background Color within the Cell area and choose light green.oracle. height. a. you can change the appearance of the cells.htm?print=preview 111/144 . and so on. then click OK to close the Column Properties dialog box. Click OK.3/7/13 Creating Analyses and Dashboards Using the Column Properties dialog box. 9 .

oracle. Click Preview to preview the dashboard. You use the Section Properties drop-down list to do numerous tasks: www.com/webfolder/technetwork/tutorials/obe/fmw/bi/bi1113/createanalysis/ps.3/7/13 Creating Analyses and Dashboards b. Edit the properties of the section. 10 . Close the Preview window.htm?print=preview 112/144 . Your dashboard page appears in a new browser window and should look like this: c.

agents deliver their content and execute their actions.oracle. Use this option to specify whether to display the title of the section. in other words. a. Use this option for prompts that are created for hierarchical columns. the condition is either True or False. b. you can also align the analyses by using the vertical and horizontal alignment icons. The www. Conditions are evaluated based on a Boolean expression.3/7/13 Creating Analyses and Dashboards Format Section: Rename: Drill in Place: Use this option to display the Section Properties dialog. and action links appear on dashboard pages. Use this option to specify whether to display the header for the section. Set a condition that determines whether the analysis appears on the dashboard. If a check mark appears in front of the “Drill in Place” option.htm?print=preview 113/144 . If a check mark appears in front of the Collapsible option. Click the Properties drop-down list for the section and select Condition.com/webfolder/technetwork/tutorials/obe/fmw/bi/bi1113/createanalysis/ps. where you specify the properties for the section. the original analysis is replaced when the user drills (the section will automatically resize to fit the new analysis). You use conditions to determine: whether sections and their content appear on the dashboard page. such as cell alignment and border color. you can expand and collapse the section. Click the New Condition icon ( New condition dialog box appears. The Section Condition dialog box appears. Use this option to display the Rename dialog box. Collapsible: Show Section Header: Show Section Title: When you have more than one analysis within the section. ). which allows you to rename the section.” the entire dashboard content is replaced. If the check mark is not present in front of “Drill in Place. Use this option to specify whether the user can expand and collapse this section on a dashboard page or whether the section is always expanded. Use this option to specify how the results appear when a user drills in an analysis. You can hide the title using the Show Section Title option. which initially includes the title of the section. Note: You can use the back button in the browser to view the original analysis.

In the "True If Row Count" drop-down list.htm?print=preview 114/144 . a.oracle. Click Test. Previously. 12 . select is less than and enter 25 in the text box to the right. www. therefore this test should evaluate to F l e as. your analysis returned more than 25 records.com/webfolder/technetwork/tutorials/obe/fmw/bi/bi1113/createanalysis/ps.3/7/13 Creating Analyses and Dashboards 11 . The New Condition dialog box should look like this: b. Browse the Catalog and select the Customer Discounts by Region analysis.

The dashboard page is empty. d. click OK and click OK again to return to the Dashboard Builder. Click OK. All that appears within the dashboard page is the column color. To further verify your results. Click the OK. Click the Properties drop-down list for the section and select Condition. e.com/webfolder/technetwork/tutorials/obe/fmw/bi/bi1113/createanalysis/ps. Your results are verified. www.3/7/13 Creating Analyses and Dashboards c. Click the More icon and select Remove Condition to remove the condition so that the section displays.htm?print=preview 115/144 . Preview the dashboard page now.oracle. The Section Condition dialog box appears.

oracle. b. Change the Font Color to blue. Click Properties (within the section) > Rename.3/7/13 Creating Analyses and Dashboards 13 . www. a. The Rename dialog box appears. Rename the section. Enter Customer Discount Percentage in the text box and click the Properties icon ( dialog box appears.htm?print=preview 116/144 . ). The Section Heading Properties c.com/webfolder/technetwork/tutorials/obe/fmw/bi/bi1113/createanalysis/ps.

Change Font Effects to Underline. The Section Heading Properties dialog box should look like this: e. Click OK.com/webfolder/technetwork/tutorials/obe/fmw/bi/bi1113/createanalysis/ps.3/7/13 Creating Analyses and Dashboards d.htm?print=preview 117/144 . www.oracle. Click OK. The Rename dialog box should look like this: f.

Save the dashboard.oracle.htm?print=preview 118/144 . a.com/webfolder/technetwork/tutorials/obe/fmw/bi/bi1113/createanalysis/ps.3/7/13 Creating Analyses and Dashboards 14 . Preview the dashboard page once again to see your changes. www. b. c. Click Properties (within the section) > Show Section Title.

The Report Links dialog box appears. www.oracle. Override the default dashboard report links at the analysis level.htm?print=preview 119/144 . Select the Customize radio button and then select all checkboxes. a.com/webfolder/technetwork/tutorials/obe/fmw/bi/bi1113/createanalysis/ps. b.3/7/13 Creating Analyses and Dashboards 15 . c. Click the Properties icon for the Customer Discounts by Region analysis.

You are now able to export and copy this analysis from the dashboard. e. Open the dashboard in the Dashboard Builder again and further edit the Customer Detail tabbed page. www. Click OK.oracle.htm?print=preview 120/144 . a. Edit the section properties for the analysis and select Drill in Place. c. Save and run the dashboard page. simply click the back button on your browser. 16 . b.com/webfolder/technetwork/tutorials/obe/fmw/bi/bi1113/createanalysis/ps. To return to the previous view.3/7/13 Creating Analyses and Dashboards d. Drill in Place means that the current browser is refreshed with the new data. Save and run the dashboard page. Drilling allows you to view additional levels of detail for the specific column.

b.com/webfolder/technetwork/tutorials/obe/fmw/bi/bi1113/createanalysis/ps. www. Drill down on the column header.oracle. The Customer's Order Status column appears. Diego Link. Drill down on Customer Name. The Order Number column appears.htm?print=preview 121/144 . R1 Order Status. a.3/7/13 Creating Analyses and Dashboards 17 .

com/webfolder/technetwork/tutorials/obe/fmw/bi/bi1113/createanalysis/ps. Create a personal. drills in analyses. You can apply the saved customization to a dashboard page. Saved customizations allow you to save and view dashboard pages in their current state with your most frequently used or favorite choices for items such as filters. you do not need to make these choices manually each time that you access the dashboard page.3/7/13 Creating Analyses and Dashboards Saving a Customized Dashboard and Setting Preferences To save a customized dashboard and set preferences. Name your customization Customer Order Status and click OK. column sorts. c. and section expansion and collapse. customized view of your dashboard page. By saving customizations. The Save Current Customization dialog box appears. a. b. perform the following steps: 1 . Click Page Options > Save Current Customizations.oracle.htm?print=preview 122/144 . prompts. www. Click Page Options > Apply Saved Customization > Customer Order Status.

such as dashboard starting page. locale. a. Click your User ID on the global header and then select My Account.oracle. The My Account dialog box appears. www.com/webfolder/technetwork/tutorials/obe/fmw/bi/bi1113/createanalysis/ps. You use the Preferences tabbed page in the My Account dialog box to specify your personal preferences.3/7/13 Creating Analyses and Dashboards 2 .htm?print=preview 123/144 . The available options depend upon your privileges. and time zone. Set your preferences.

Your start page should look like this: www.com/webfolder/technetwork/tutorials/obe/fmw/bi/bi1113/createanalysis/ps. log out and log back in. The My Account dialog box should look something like this: Note: The Currency drop-down list is available only if the administrator has configured the option. Set the Locale. Notice that your personal dashboard page created in the subtopic "Creating a Dashboard" appears. Currency. Time Zone. User Interface Language. Click OK. Roles and Groups—Use this tabbed page to view a list of the roles to which you have been assigned by the Oracle BI Administrator.htm?print=preview 124/144 . b. Delivery Options—Use this tabbed page to configure your delivery profiles for the delivery of alerts by agents.3/7/13 Creating Analyses and Dashboards Other tabbed pages in the My Account dialog box include the following: BI Publisher Preferences—Use this tabbed page to view the default profile for BI Publisher. Only the dashboard pages to which you have privileges appear in this list. and Accessibility Mode appropriately for your own needs and click OK. c. Select the Regional Revenue: Customer Detail as your default. 3 . c.oracle. To verify that your starting page is now set to the Regional Revenue: Customer Detail dashboard page. Click the Starting Page drop-down list and scroll to view the available pages.

As with filters. prompts that are created at the analysis level are saved as part of the analysis.3/7/13 Creating Analyses and Dashboards Next you learn how to add prompts and use presentation variables on your dashboard. and variable. Inline prompts are created and edited in the Prompts tabbed page in the Analysis Editor. or overwrite repository and session variables. To create a named dashboard prompt.com/webfolder/technetwork/tutorials/obe/fmw/bi/bi1113/createanalysis/ps. There are four types of prompts: column.oracle. currency. and called inline prompts. This lesson focuses specifically on named dashboard column prompts and the use of a variable prompt in declaring and populating a variable. Click New > Dashboard Prompt on the global header and then select the Sample Sales subject area. Create a named dashboard prompt for region that specifically filters the data for APAC. Creating a Named Dashboard Prompt Using a Presentation Variable Creating a Named Dashboard Prompt A dashboard prompt is a special kind of filter that filters any analyses embedded in a dashboard which contain the same columns as the filter. Named prompts in the Catalog can be applied to any dashboard or dashboard page that contains the columns specified in the prompt. and filter only the associated analysis. Prompts allow you to select values to filter data. Dashboard prompts can set or update variables. A 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. www. Prompting to Filter Analyses In this topic. you learn how to create a named dashboard prompt and use a presentation variable.htm?print=preview 125/144 . perform the following steps: 1 . and are created at either the analysis or dashboard levels. Dashboard prompts are named prompts in the sense that they are saved in the Catalog and can be reused to filter analyses in multiple dashboards and dashboard pages. They can initially populate presentation variables. You can create and save these named prompts to a private folder or a shared folder. image.

3/7/13

Creating Analyses and Dashboards

The Definition pane appears. The Definition pane allows you to add, organize, and manage a named prompt's columns. You can use column prompts, image prompts (maps), currency prompts, and variable prompts. The Definition table lets you view high-level information about the prompt's 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 breaks between prompt items. The Display pane is a preview pane that allows you to view the prompt's layout and design.

2.

a. In the Definition pane, click the New prompt icon (

), select C50 Region as the column for the prompt, and click OK.

www.oracle.com/webfolder/technetwork/tutorials/obe/fmw/bi/bi1113/createanalysis/ps.htm?print=preview

126/144

3/7/13

Creating Analyses and Dashboards

b. The New Prompt: C50 Region dialog box appears. The Prompt for Column field allows you to view information about the column that you selected as the prompt. This appears only for column prompts.

c. The Label text box allows you to enter a meaningful label that appears on the dashboard next to the prompt. Enter Select a Region: in the the Label text box (add a space following the colon). You can optionally enter a description. d. Select the operator. Accept the default, "is equal to / is in." This field is only for column prompts. e. The User Input field's drop-down list appears for column and variable prompts and provides you with the option to determine the User Input method for the user interface—in other words, the user will see one of the following: check boxes, radio buttons, a choice list, or a list box. You use this item in conjunction with the Choice List Values item to specify which data values appear for selection. For example, if you selected the User Input method of C o c L s and the Choice List hie it Values item of A l C l m V l e , the user will select the prompt's data value from a list that contains all of the data l oun aus values contained in the data source. Accept the default, Choice List. f. The Options section provides you with the opportunity to constrain values available for selection. Click the plus sign to
www.oracle.com/webfolder/technetwork/tutorials/obe/fmw/bi/bi1113/createanalysis/ps.htm?print=preview 127/144

3/7/13

Creating Analyses and Dashboards

expand the Options section. Because you selected C o c L s for the User Input field, you must now indicate those hie it values. Some of your choices include All Column Values, Specific Column Values (where you supply those values), SQL Results (choose a list of values based on a SQL statement), and so on. Accept the default, All Column Values. g. The series of checkboxes allow you to restrict the amount of data returned. Select Enable user to select multiple values, and Require user input. Allowing multiple selection of values lets you choose more than one value (region for example), and requiring input forces you to enter at least one value. "Default selection" allows you to selection an initial value and "Set a variable" allows you to create a new variable that this column prompt will populate. Accept the default, None, for both of these fields. The New Prompt dialog box should look like this:

h. Click OK.

3 . The prompt is added to the Definition pane.

www.oracle.com/webfolder/technetwork/tutorials/obe/fmw/bi/bi1113/createanalysis/ps.htm?print=preview

128/144

oracle. www.htm?print=preview 129/144 .Customer Detail.3/7/13 Creating Analyses and Dashboards Save the prompt in the R g o a R v n efolder as Region prompt. Test the prompt. Recall that the "Customer Discounts by Region" analysis has a Narrative view associated with it that is specifically set to the value of Americas. einl eeu 4 . Navigate to My Dashb oard . Select Page Options > Edit Dashboard to open the Customer Detail dashboard page in the Dashboard builder.com/webfolder/technetwork/tutorials/obe/fmw/bi/bi1113/createanalysis/ps. then navigate in the Catalog pane to your dashboard prompt.

Drag Region Prompt to Column 1. Scope determines whether the prompt applies to the entire dashboard or just this page. www. 6 . above the "Customer Discounts by Region" analysis.htm?print=preview 130/144 .oracle. Click the Region Prompt properties icon and select Scope > Page.com/webfolder/technetwork/tutorials/obe/fmw/bi/bi1113/createanalysis/ps.3/7/13 Creating Analyses and Dashboards 5 .

com/webfolder/technetwork/tutorials/obe/fmw/bi/bi1113/createanalysis/ps.oracle. Initially. www. that is. Save and run the dashboard. b. the analysis is filtered for Americas and EMEA. c. Select APAC from your dashboard prompt. Click Apply. the filters for the analysis that you created earlier are assumed. a. The values for region are overridden for this page.3/7/13 Creating Analyses and Dashboards 7 .htm?print=preview 131/144 .

To add a presentation variable using a variable prompt.oracle. Create a new variable dashboard prompt that creates a Sales Representative presentation variable.htm?print=preview 132/144 .3/7/13 Creating Analyses and Dashboards Try selecting other values in the prompt and click Apply to rerun the dashboard prompt. or agent. Note: You have already created and used a presentation variable when you added a Narrative view to your analysis. www. 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. Click New > Dashboard Prompt and select Sample Sales as the subject area. When part of a column prompt. perform the following steps: 1 . The New Prompt dialog box appears. dashboard. it is associated with a specific column and takes on that column's value. Click New > Variable Prompt. you define the values that the prompt can have as it is not associated with any specific column. If part of a variable prompt. b.com/webfolder/technetwork/tutorials/obe/fmw/bi/bi1113/createanalysis/ps. Using a Presentation Variable A presentation variable can be created as part of the process for creating a column or variable prompt. a.

oracle. Click Select Column and. in the Select Column dialog box.htm?print=preview 133/144 . select Sales Person > E1 Sales Rep Name. Enter Sales Representative Name: in the Label text box. f.3/7/13 Creating Analyses and Dashboards c. The dialog box should look like this: h. Select All Column Values for Choice List Values.com/webfolder/technetwork/tutorials/obe/fmw/bi/bi1113/createanalysis/ps. e. d. V r a e R p aSlse. www. enter the same variable that you entered in the Static Text editor. Accept Presentation Variable as the default prompt type. Select Choice List for User Input. In the text box to the right of the drop-down list for the prompt type. g.

com/webfolder/technetwork/tutorials/obe/fmw/bi/bi1113/createanalysis/ps.3/7/13 Creating Analyses and Dashboards i. Click OK. Expand the Options section and select Specific Value from the "Default selection" drop-down list. www.htm?print=preview 134/144 . The dialog box should look like this: j.oracle.

3/7/13

Creating Analyses and Dashboards

k. Click the Select Values icon (

). In the Select Values dialog box, select Angela Richards.

l. Click OK. The New Prompt dialog box should look like this:

www.oracle.com/webfolder/technetwork/tutorials/obe/fmw/bi/bi1113/createanalysis/ps.htm?print=preview

135/144

3/7/13

Creating Analyses and Dashboards

m. Click OK. n. Save the prompt as SalesRep Variable Prompt in your R g o a R v n efolder. einl eeu o. Click the Preview icon ( ) to preview the prompt.

p. Close the Preview window.

2 . Create an analysis that uses the VarSalesRep presentation variable in a Static Text view and in a filter. A Static Text view adds static text in the results. You can use HTML to add banners, tickers, ActiveX objects, Java applets, links, instructions, descriptions, graphics, and so on, in the results. a. Create an analysis that includes the following columns: Customers > Cust Regions > C50 Region Customers > Cust Regions > C52 Country Name Sales Person > E1 Sales Rep Name Base Facts > 1 Revenue b. Add ascending column sorts in this sequence: C50 Region, C52 Country Name, and E1 Sales Rep Name. The Criteria
www.oracle.com/webfolder/technetwork/tutorials/obe/fmw/bi/bi1113/createanalysis/ps.htm?print=preview 136/144

3/7/13

b. Add ascending column sorts in this sequence: C50 Region, C52 Country Name, and E1 Sales Rep Name. The Criteria tabbed page should look like this:

Creating Analyses and Dashboards

c. Select the Results tabbed page. d. Select New View > Other Views > Static Text.

e. Move the Static Text view above the Table view.

f. Click the Edit View icon on the Static Text view. g. In the Static Text editor, reference the VarSalesRep variable. Enter the following syntax in the Static Text pane: This analysis is for the Sales Rep @ V r a e R p . {aSlse}
www.oracle.com/webfolder/technetwork/tutorials/obe/fmw/bi/bi1113/createanalysis/ps.htm?print=preview

The syntax for referencing a Presentation variable is as follows:

137/144

indicating a value to be used if the variable ealvle referenced by variablename is not populated s o eidentifies the qualifiers for the variable. dashboard pages. Click Done and save your analysis as Sales Reps by Region and Country.com/webfolder/technetwork/tutorials/obe/fmw/bi/bi1113/createanalysis/ps. (Note that the format is not applied to the default value. for example # # 0 omt . Examples: @vralsMFvrtRgo}ESENRGO} {aibe. and dashboards) and you want to access a specific value. You need to specify the scope when a variable is used at multiple cp levels (analyses. j.aibe[MFvrtRgo'} Note that your entry is previewed below the Static Text text box: h.) MD/Y hm:s d f u t a u (optional) is a constant or variable reference. then the order of precedence is analyses. click the Create a Filter icon ( ) and select "Sales Person ".yaoieein{ATR EIN or @dsbadvrals'yaoieein] {ahor. Select the Criteria tabbed page. #.aibe[vralnm'} Where: v r a l n m is the name of the presentation or request variable aibeae f r a (optional) is a format mask dependent upon the data type of the variable.aibeae[omt{ealvle r {cp."E1 Sales Rep Name ". M / D Y h : m s .htm?print=preview 138/144 . In the Filters pane. www. dashboard pages. Your analysis should look like this: i.3/7/13 Creating Analyses and Dashboards The syntax for referencing a Presentation variable is as follows: @vralsvralnm}fra]dfutau}o @soevrals'aibeae] {aibe.oracle. (If you do not specify the scope. and dashboards.

The filter should look like this: 139/144 . l. Click OK. In the Variable Expr field.htm?print=preview m. enter the variable name. which is set to default to "Angela Richards". www. Notice that you can also specify a default for the variable. VarSalesRep.3/7/13 Creating Analyses and Dashboards k. but in this case the default is driven by the variable prompt.oracle. click Add More Options and select Presentation Variable. In the New Filter dialog box.com/webfolder/technetwork/tutorials/obe/fmw/bi/bi1113/createanalysis/ps.

com/webfolder/technetwork/tutorials/obe/fmw/bi/bi1113/createanalysis/ps. Add a new column to the left of Column 1. Select the Results tabbed page. Click OK. a. Save the analysis.3/7/13 m. and then navigate to the Sales Reps by Region and Country analysis and drag it to the new column.oracle. Because of this. then click Page Options > Edit Dashboard. The filter should look like this: Creating Analyses and Dashboards n. Add the analysis and the variable prompt to the Customer Detail dashboard. 3 . Select Dashboards > Customer Detail. no results from the analysis meet the filter requirement. Because the variable dashboard prompt has not been run. o. the VarSalesRep presentation variable has not been populated with a value. www. b.htm?print=preview 140/144 .

Navigate to SalesRep Variable Prompt and drag the prompt above the Sales Reps by Region and Country analysis.3/7/13 Creating Analyses and Dashboards c.htm?print=preview 141/144 .oracle. www.com/webfolder/technetwork/tutorials/obe/fmw/bi/bi1113/createanalysis/ps.

Angela Richards. and click Apply.3/7/13 Creating Analyses and Dashboards d. The dashboard runs and the variable dashboard prompt is preset to the default value. select Edelberto Mandini. e. each time you select a value in the variable prompt. That is.htm?print=preview 142/144 . the value of the presentation variable is set to that value. which in turn appears in the Static Text view as expected and is used to filter the embedded analysis results. Click the Collapse icon ( ) for the second section to minimize it.com/webfolder/technetwork/tutorials/obe/fmw/bi/bi1113/createanalysis/ps. www.oracle. Save the dashboard and run it. Click the drop-down list for the dashboard prompt. The value of a presentation variable is populated by the variable prompt. The presentation variable appears with Edelberto Mandini.

3/7/13 Creating Analyses and Dashboards Summary In this tutorial.oracle.htm?print=preview 143/144 . and work with pivot tables Format analyses and graphs Create and work with several types of views Explore My Dashboard and add a new dashboard page www. you should have learned how to: Create analyses.com/webfolder/technetwork/tutorials/obe/fmw/bi/bi1113/createanalysis/ps. add graphs.

refer to additional OBEs in the OLL.htm?print=preview 144/144 .oracle.com/webfolder/technetwork/tutorials/obe/fmw/bi/bi1113/createanalysis/ps. About Oracle | Careers | Contact Us | Site Maps | Legal Notices | Terms of Use | Your Privacy Rights www.3/7/13 Creating Analyses and Dashboards Create a dashboard Create a dashboard prompt Create a variable prompt for a presentation variable Resources To learn more about Oracle BI Enterprise Edition and Oracle BI Server Administration.

You're Reading a Free Preview

Download
scribd
/*********** DO NOT ALTER ANYTHING BELOW THIS LINE ! ************/ var s_code=s.t();if(s_code)document.write(s_code)//-->