Dashboarding and Reporting with

Oracle BI Enterprise Edition

April 2009

2008 KPMG Advisory Services Private Limited, the Indian member firm of KPMG International, a Swiss cooperative. All rights reserved.

Agenda : Day I
Introduction Oracle s Enterprise Performance Management System Oracle BI Enterprise Edition Plus Architecture Session I Oracle BI Answers Navigation Create queries Format views and charts Add user interactivity and dynamic content Session II Oracle BI Interactive Dashboards Navigation Build a custom Dashboard to contain the requests and views created
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Introduction

Oracle s Enterprise Performance Management System

Oracle BI Enterprise Edition Plus Architecture

Interactive Dashboards

Reporting & Publishing

Ad-hoc Analysis

Proactive Detection and Alerts

Disconnected Analytics

SmartView

Simplified Business Model and Abstraction Layer

Oracle BI Server

Intelligent Caching Services Multidimensional Calculation and Integration Engine Intelligent Request Generation and Optimized Data Access Services

OLTP & ODS Systems

Data Warehouse Data Mart OLAP

SAP, Oracle PeopleSoft, Siebel, Custom Apps

Files Excel XML

Business Process

Oracle BI Enterprise Edition Plus Components

Oracle BI Interactive Dashboards

Provides fully interactive dashboards where scorecards/analyses build using Oracle BI Answers can be published along with a rich variety of visualizations. The dashboard would provide you with information filtered and personalized to your identity, function, or role based on predefined security rules. In addition, Alerts can be defined which would call your attention to specific anomalies or exceptions you would like to investigate immediately, thus saving you the trouble of sifting through volumes of data to find them yourself.

Oracle BI Enterprise Edition Plus Components

Oracle BI Answers
This is an ad hoc query and analysis tool. With this tool you can create new analyses from scratch or modify existing analyses using just a few Clicks & Drags. Exceptions can be automatically highlighted, using a rich variety of visual indicators, through the means of the conditional formatting feature. In addition, hierarchies can be built which enable guided drill downs from summary to progressive levels of detail.
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Oracle BI Enterprise Edition Plus Components

Oracle BI Delivers
This is an alert engine which can trigger workflows based on business events and notify you via your referred medium and channel. This means field sales representatives can receive a short message service alert on their cell phone and business managers can get a PDF / Excel attachment via e-mail

Oracle BI Enterprise Edition Plus Components

Oracle BI Briefing Books
This tools allows you to save Dashboard pages into a "Briefing Book" viewable by anyone with an Oracle BI Briefing Book reader. The Briefing Book provides a way to create snapshots of dashboard pages, view them offline, or share them with others. Multi-page Briefing Books have paging controls and are well-suited for presenting information to others. Briefing Books also provide a way to archive the information in a dashboard, or they can be saved locally (on a desktop, for example) and can be updated with a single click whenever the user chooses.

Oracle BI Enterprise Edition Plus Components

Oracle BI Publisher
This tools allows you to create Pixel Perfect reports, and documents such as checks, government forms etc. Users can work with familiar tools such as Microsoft Word or Adobe Acrobat for report layouts to create the formats.

Key functionalities
Support for unstructured data Multi-dimensional OLAP capability Drill to transaction capability Proactive alerts MSOffice integration Role based security

Benefits
Single portal for enterprise wide information dissemination Enables user to quickly zero in on problem areas Enables automatic delivery of critical information Enables use of MSOffice tools as the interface for query, analysis and input Maintains confidentiality of information
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Session I Oracle BI Answers

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OBIEE Login Credentials

URL : User ID : Password :

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Login

Login

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Default Dashboard
Click the Answers link to navigate to the Answers start page.

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Select the Sales History subject area by clicking the SH link in the Subject Areas list.

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In the left-hand selection pane of the Answers interface, click the Plus icon next to Times to expand it. Expand the Calendar table and click the Calendar Month Desc column to add it to your query criteria, which appears in the right pane.

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Click the Calendar Month Name column to add it to your query. From the Products table, add the Prod Category column. Finally, add Measures > Sales Facts > Amount Sold (000). Your query should look like this:

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You can reorder the columns in your query by clicking and dragging them. Drag the Prod Category column in front of the columns from the Calendar table in your query. Your query criteria should look like this:

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Add a saved filter to the query to limit the data to the last 12 months (based on the SH data, this will cover from January to December 2001). Under Filters in the left-hand selection pane, expand the SH folder and click the Most Recent 12 Months. The Apply Saved Filter dialog box is displayed.

This filter has been created and saved in a shared folder so that it can be used by other users. The filter uses a variable defined as the value of the maximum month ID, which has been created in the Oracle BI repository metadata to ensure that it is synchronized with the data.
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Click OK in the Apply Saved Filter dialog box to add the filter to your query.

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To add a filter for the direct channel, perform the following steps: 1. Click the Criteria tabs, using the selection pane, add Channels > Channel Desc to your query criteria.

2. In the criteria pane, click the Filter button on the Channel Desc column to add a filter on that column.

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3. In the Create/Edit Filter dialog box, click the All Choices link to display all values for the column.

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4. Verify that the Operator for the filter is set to "is equal to / is in" and then click the Direct Sales value in the list of choices. Direct Sales is added as a value in the filter. Click OK to create the filter.

5. Click the Delete button (with and X) on the Channel Desc column to delete it from the criteria. You are filtering on the channel, but you don't need the column in your query.

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6. Your query criteria should look like this:

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7. Click the Results tab to view the results of your query.

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Return to the Criteria tab and remove the Channel Desc filter you just created by clicking the X next to the filter in the Filters section.

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To create totals and format results, perform the following steps: 1. To open the Edit Table view for your results, click the Edit view icon for the Table view in the Compound Layout.

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2. Click the Total By icon above the Calendar Month Desc column to add subtotals by month to your results.

The measure is totaled each time the value in Calendar Month Desc changes. In this case, the default aggregation rule (SUM) is applied. The default aggregation rule is set in the Oracle BI repository metadata, but can be overridden using controls in the Edit Formula dialog box accessed through the Edit Formula icon in the Edit Table view or the Criteria tab.
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3. Click the Grand Total button at the view level to add a grand total to your results.

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4. In the Display drop-down menu, select Results Only to eliminate the Header Toolbars.

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5. Scroll down to the bottom of the Results pane and click the All Pages button to navigate to the end of your results. Verify that the grand total that you set for the results is present.

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6. In the Display drop-down menu, select Header Toolbars with Results to access the Header Toolbars.

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7. Click the Column Properties icon above the Amount Sold (000) column. In the Column Properties dialog box, click the Data Format tab, select the Override Default Data Format option, then select Use 1000's Separator option and click OK. This will display a comma separator in the number results for the column.

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8. In the Edit Column Format dialog box, click the Save button. If you have permissions as a Web administrator, you can save the data format as the system-wide default for the column you are working with, or for all columns with the same data type.

Since you don't want to set this format as the system-wide default, click in the dialog box to close the Save menu.

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9. Click OK and verify that a 1000's separator is displayed in the results for the Amount Sold (000) column.

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To create a chart, perform the following steps: 1. Pick Chart in the View menu. By default charts are displayed as a Vertical Bar graph.

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

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

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4. Click the Axis Titles and Labels icon. In the Left tab of the Axis Titles & Labels dialog box, select Custom Title and change the custom title to Amount Sold. In the Bottom tab, change the custom title to Calendar Month.

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

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

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

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

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Your chart should look like this:

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9. Sort the legend by sorting the data. You want to sort by month in ascending order and then by sales in the last month in descending order: a. Click the Criteria tab and add the Measures > Sales Facts Current Month > Amount Sold (000) Current Month column to your query.

b. Click the Order By button in the Calendar Month Desc column. The arrow points up to indicate an ascending sort.

c. Click the Order By button in the Amount Sold (000) Current Month column twice. The arrow points down to indicate a descending sort, and the number 2 is displayed to indicate a secondary sort.
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10. Click the Results tab to verify that your sort has been applied to the legend in your chart. The legend is sorted to match the order of the lines in the last month.

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11.Select Compound Layout from the View drop-down menu.

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12.Click the Add View link and select Chart to add the Chart view to the Compound Layout view.

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13. Scroll to the bottom of the Compound Layout view and drag the Chart view above the Table view in the Compound Layout. A yellow line will appear when you have a valid insertion point.

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14. Click the Delete View icon in the Title view to delete it from the Compound Layout.

15.Click the Save Request icon. In the Choose Folder dialog box, click Shared Folders, then click the Create Folder button. In the Create Folder In Shared Folders dialog box, enter Learn and click OK.

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16. In the Save Request dialog box, click the Learn folder. Enter Category Sales as the name and click OK.

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To create and set the basic layout for a pivot table, perform the following steps: 1. Pick Pivot Table in the View menu. This opens the Pivot Table Layout page.

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2. Examine the default pivot table that's created and displayed below the layout controls. Measure labels for the measures in your query appear in blue as columns in the pivot table. Row headings for the dimensional attributes in your query are displayed in grey as rows by default. The measures are displayed at the intersection of the rows and columns.

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3. Deselect the Display Results option. This option displays the results of any layout modifications you make as you work in the Pivot Table layout. To speed performance, you will only view your results periodically.

4. Drag the Amount Sold (000) Current Month column from the Measures area to the Excluded area in your layout controls. When you see a blue line appear around the control, you have a valid insertion point and can drop the column.

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5. Drag the Calendar Month Desc column below the Measure Labels in the Columns area in your layout controls. When you see a blue line appear, you have a valid insertion point and can drop the column.

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6. Drag the Calendar Month Name column below the Calendar Month Description in the Columns area in your layout controls. Click the Display Results link to verify your changes in the pivot table.

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Your pivot table should look like this:

Deselect the Display Results link.

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To add calculations and formatting to the pivot table, perform the following steps: 1. You need to add a measure to your pivot table to display the percentage of total monthly sales for each product category. Duplicate the Amount Sold measure. Click the More Options icon in the Amount Sold (000) measure and select Duplicate Layer.

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2. Click the More Options icon in the duplicated measure and select Format Headings.

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3. In the Edit Format dialog box, change the caption to % of Period and click OK.

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

This setting means that the measure will be displayed as a percentage of the column, which is Month. Note the other options that are available; you can present a measure as a percentage of the total amount for any dimension present in the pivot table layout, for example a row or a section. You can also set alternate aggregation rules for the measure using the Aggregation Rule option (the default is Sum). 61

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5. To total the values of the rows in each column, click the Total icon in the Rows layout control and select After.

Note that you have formatting options available for the total row labels as well as values.

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6. To add totals for each column in each row, click the Total icon in the Columns layout control and select After.

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7. Click the click the More Options icon in the Calendar Month Desc column and select Hidden.

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8. To show both measures together within each calendar month, drag Measure Labels under Calendar Month Name in the Columns layout control.

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9. Click the Display Results link. Your pivot table should look like this:

Note that there are section and page levels of the pivot table that we have not used in this example. Effective use of these would require additional attributes. Experiment, if you want, by temporarily dragging Prod Category to section and then page. 10. Save the request by clicking the Save Request icon.
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To create a Narrative View, perform the following steps: 1. Click Answers to navigate to the Answers start page, and select the Sales History subject area by clicking the SH link in the Subject Areas list.

You want a query to detail what happened in the most recent month, pointing out all product categories where sales are less than the previous month.

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2. In the left-hand selection pane of the Answers interface, expand the Products table and click the Prod Category column to add it to your query criteria.

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3. Add Measures > Month Ago Facts> % Chg Amount Sold MAgo to your query . Your query should look like this:

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4. Add a saved filter to the query to limit the data to the current calendar month. Under Filters in the left-hand selection pane, expand the SH folder and click the Current Calendar Month filter. Click OK.

This filter has been created and saved in a shared folder so that it can be used by other users. The filter uses a maximum month variable defined in the Oracle BI repository metadata to ensure that it is synchronized with the data.
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To add a filter for the percent change in the amount sold, perform the following steps: 1. In the criteria pane, click the Filter button on the % Chg Amount Sold MAgo column to add a filter on that column.

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2. In the Create/Edit Filter dialog box, select the is less than operator, and enter 0 as the value, then click OK.

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The filter is added to the existing saved filter you used earlier. Your filters should look like this:

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3. Click the Display Results button to view the results of your query.

Your results should look like this:

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4. Select Narrative from the View drop-down menu.

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5. In the Narrative view workspace, enter the following: @1 declined @2% this month compared with last month in the Narrative field.

The narrative is a combination of text and query column values. In this example, @1 refers to the first column in the query, Prod Category, and @2 refers to the second column, % Chg Amount Sold MAgo. Note that you can control the number of row values returned in the Narrative view by setting the Rows to display value. By default, all queried rows are displayed.
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3. To highlight the column values in the narrative, select @1 in the narrative and click the Bold button. Also add bold tags to @2%.

Your results should look like this:

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4. Select No Results from the View drop-down menu. You need to create a No Results view to appear when there are no results for the query.

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5. In the No Results view workspace, enter No categories declined this month! as the headline. Enter All categories had positive sales results compared with the previous month as text.

Your results should look like this:

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6. Click the Save Request icon. In the Choose Folder dialog box, select the Learn folder and save the request as Narrative and No Results Views.

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To create a Column Selector, perform the following steps: 1. Click the Answers link and open the first query you saved. In the selection pane, click Shared Folders > Learn > Category Sales.

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2. Click the Modify button.

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3. Click the Results tab and select Column Selector from the View drop-down menu.

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4. Select the Include Selector option in Column 3, currently Prod Category.

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5. In the selection pane, click the following columns to make them available in the Column Selector: Customers. Country Region, Customers. Country, and Channels. Channel Desc.

Your Column Selector in the results pane should look like this:

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6. Select Compound Layout from the View drop-down menu.

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7. Click the Add View link and select Column Selector to add the Column Selector view to the Compound Layout view.

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8. Scroll to the bottom of the Compound Layout and drag the Column Selector view above both Table and Chart views.

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9. In the Column Selector, select Country.

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10. Your Compound Layout view should look like this:

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To create a View Selector, perform the following steps: 1.Duplicate the existing chart: a. Using the Views menu, navigate to the Chart view.

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b. Click the Menu icon and select Duplicate View.

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You should now have a new view, Chart:2:

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c. In the Type drop-down menu, select 3D.

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2.Select View Selector from the View drop-down menu.

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3. In the View Selector design workspace, select Chart, Chart:2, and Pivot Table in the Available Views field, using CTRL + Click to select multiple views.

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Click the Move Right icon to add them to the Views Included field.

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4. Select Chart in the Views Included field, click the Rename button, and, in the Rename dialog box, rename it 2D Chart. Click OK.

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5.Rename Chart:2 as 3D Chart and Pivot Table as Trend Data. Use the Move buttons to arrange the views in the list as follows: 2D Chart, 3D Chart, Trend Data.

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6. Use the View drop-down menu to navigate to the Compound Layout view. Delete the Chart view from the Compound Layout.

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8.Add the View Selector view using the Add View button and drag it above the Table view.

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9.Select Trend Data from the View Selector.

Your chart should now change to the Pivot Table view:

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Session II Oracle BI Interactive Dashboards

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To create an Interactive Dashboard, perform the following steps: 1. Click the Settings link and select Administration.

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2. In the Oracle BI Presentation Services Administration window, click the Manage Interactive Dashboards link.

The Oracle BI Presentation Services Administration window offers access to many administrative features, including session monitoring and management of user and group privileges across the Oracle BI Presentation Catalog.

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3. In the Manage Dashboards window, click Create Dashboard.

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4. In the Create Dashboard window, set the Group Folder to CountryManagers, name the dashboard CountryManagers2, and click the Finished button .

The dashboard inherits the security of the group folder. Click Finished again to close the Manage Dashboards window. Finally, click Close Window to close the Oracle BI Presentation Services Administration screen.
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5. Click the Dashboards link and then click the CountryManagers2 Interactive Dashboard link to navigate to the new dashboard.

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Your new dashboard is empty and should look like this:

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6. Click the Page Options button in the upper right corner and select Edit Dashboard to open the Dashboard Editor.

7. In the Dashboard Editor, you can drag saved content from your Presentation Catalog directly into the dashboard. Sections are automatically created in the layout to contain the requests and other objects you add to the dashboard. In the left-hand selection panel, expand the Learn folder you've saved your work in.

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Drag the Category Sales request onto the layout workspace. The layout area is highlighted in blue to indicate that you have a valid insertion point for the object.

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Your dashboard layout should look like this:

Notice that a section was automatically added to contain the request. You could also have dragged a Section object from the Dashboard Objects palette to create the section before dragging content into the section. Sections and columns are containers you can use to control the layout of your dashboards.

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8. Drag the Narrative and No Results request into Section 1 of the dashboard layout, below the Category Sales request.

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9. In the Narrative and No Results object, select Properties > Show View > Narrative 1 to ensure that when the dashboard is presented, the request will be in the Narrative view.

You can select any other view; note that the list is limited to views which you've created or worked with for the request. The Compound Layout is the default view. The No Results view is always displayed if there are no results for the request at runtime.
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10. Click Save to save your changes and display the dashboard.

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Your dashboard should look like this:

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Scroll to the bottom of the dashboard to verify that the narrative view appears correctly for the Narrative and No Results embedded request. It should look like this:

Note that the Column Selector only applies to the request that contains it. If you select a column in the control, it will only apply to the table and chart, not the narrative request in the same dashboard.

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To create a dashboard prompt that filters on Country Region, perform the following steps: 1. Click the Answers link. In the selection pane, click the New Dashboard Prompt icon and, in the drop down Subject Area menu, select SH.

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2. In the selection pane, click Customers. Country Region to add it to the prompt.

The prompt should look like this:

This prompt will filter the Country Region column in any requests which contain it in a dashboard with which it is associated. Note that you can control several aspects of the prompt. You can select the type of control users will use to enter their selections in the prompt, and you can determine what values will be presented in a drop-down list or multi-select control, limiting the available values either through SQL or by constraining the values based on the results of another dashboard prompt.

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3. Leave the default selections for the prompt and select Dashboard from the Scope drop-down menu. This means the filter will be applied to all pages in any dashboard it is associated with.

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4. Click the Save icon and save the prompt in the Learn folder as Prompt for Country Region.

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

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

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Your filters should look like this:

7. Save the Category Sales Request and, using the same steps, add a filter to the Narrative and No Results Views request and save it. When complete, the filters on the request should look like this:

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8. Click the Dashboards link and navigate to the CountryManagers2 dashboard, then click Page Options > Edit Dashboard to open the Dashboard Editor.

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

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Your dashboard should look like this:

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10.Click Save.

Your dashboard should look like this:

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11.Add a Filter view to the Category Sales request to verify that the dashboard prompt is filtering the data on the dashboard correctly. a. Open the dashboard in the Dashboard Editor. In the dashboard, click the Properties button for the Category Sales request and select Modify Request.

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b. Click the Results tab and select Filters in the View menu.

Your results should look like this:

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c. Using the View menu, navigate to the Compound Layout. Click the Add View link and select Filters

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d. Drag the Filters view to the top of the Compound Layout and save the request.

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e. Navigate back to the CountryManagers2 dashboard, select Americas in the Country Region dashboard prompt, and click Go.

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

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

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

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Your Compound Layout should look like this:

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3. Click the Edit View icon for the Title view.

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

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The syntax for calling a Presentation variable, whether in a column or a Title view, is @ {VariableName}. Your results should look like this, as the variable has not been defined or populated yet:

Click OK to save your changes and return to the Compound Layout view. Add the Title view in the Compound Layout, if not already present.

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5. Create the variable by designating that it be populated by the Prompt for Country Region. Click the Open icon and open the Prompt for Country Region.

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6. In the Set Variable field of the prompt, select Presentation.

Note that you could also reference a Request Variable. Request Variables are defined as SessionVariables in the Oracle BI metadata and are instantiated when the user's session begins. Their values for any request can be updated by dashboard prompts.

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7. In the Set Variable text field, enter CountryRegion.

By entering the name of the variable here, you are creating the variable as well as setting it to be populated by the user selection in the Prompt for Country Region.

8. Save the dashboard prompt.

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9. Click the Dashboards link to navigate to the CountryManagers2 dashboard and verify that the Title view appears and that the CountryRegion Presentation variable is not yet populated.

10. Select Asia in the Country Region prompt and click Go.

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11. Verify that the Prompt for Country Region dashboard prompt is filtering the dashboard and updating the CountryRegion Presentation variable.

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By the close of this session you would have learned how to: Create and work with different views, including charts, pivot tables, and narratives Use selector views to add interactivity and navigability to requests Build, lay out, and work with Interactive Dashboards Use dashboard prompts to filter dashboard data and populate Presentation variables

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Thank You
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