2/6/2013

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Analyses and Dashboards

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Creating Analyses and Dashboards
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:
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 

Oracle BI EE 11.1.3 or later must be installed Windows 2000 or later must be installed

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
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 http://localhost:9704/analytics. b. The Oracle Business Intelligence sign in page appears. Enter your User ID and Password and click Sign In.

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The Home page is a taskoriented. allowing access to Oracle BI EE objects. 4 . help documentation. and so on. their respective editors. You are presented with either a personal dashboard or the Home page.2. centralized workspace combined with a global header.

common icons have been employed for objects.Throughout Oracle BI EE. This table contains some of the most commonly used object icons in this lesson: Analysis Dashboard Dashboard prompt Filter Click New > Analysis. 5 .

you find you need more data. this subject area is known as the primary subject area and will appear in the Subject Areas pane of the Analysis Editor.3 . When you create a new analysis. as you work. If. A subject area contains columns that represent information about the areas of an organization's business or about groups of users within an organization. The Select Subject Area pop-up appears. 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. 6 .

pivot tables. selected columns for the analysis. in which you explore and interact with information by visually presenting data in tables. and filters (which limit selected data). and so on. available catalog objects.In the Select Subject Area pop-up. select A . The Analysis Editor is composed of tabs and panes. The Analysis Editor appears. 7 .Sample Sales. Using the Analysis Editor To build an analysis. representing the subject area (columns). Examine the Analysis Editor. do the following: 1 . including those illustrated below. graphs.

similar to a dimension. Holds a simple list of members. which function as attributes. 8 . Examples include ProductID or City.Columns types include the following: Attribute Column Is similar to a column in a table in a relational data source.

2 . Holds a list in which individual members are shown in an outline manner. This is also known as an unbalanced hierarchy. A hierarchy in which certain members do not have values for certain higher levels. Vice Presidents might report to other Vice Presidents and different Vice Presidents can be at different depths in the hierarchy. To create your first analysis. such as Vice President. Examples include Revenue or Units Sold. rather than levels. and outline totals being shown for the higher-level members. in the United States. Consists of values that define the hierarchy. a specific day belongs to a particular month. For example. a Time hierarchy might have levels for Year. Valuebased Hierarchical Column Ragged Skip-level Measure Column Is similar to a column of data in a table in a relational data source. which in turn is within a particular year. Holds a simple list of data values. the city of Washington in the District of Columbia does not belong to a state.Is similar to a hierarchy of a dimension in a multidimensional data source. For example. click the plus sign ( ) to expand the Customers and 9 . For example. a. Hierarchy columns can also be: Levelbased Consists of one or more levels. but instead have names of employees who are managed by other employees. The expectation is that users can still navigate from the country level (United States) to Washington and below without the need for a state. Select and order columns in your analysis. For example. For example. that can change for each record and can be added up or aggregated in some way. A hierarchy in which all the lower-level members do not have the same depth. and the previous 5 years’ data at the quarter level. It is a column in an Oracle BI Enterprise Edition repository. and Month. the previous month’s data at the month level. an Employee hierarchy might have no levels. Quarter. usually in a fact table. Employees can have titles. a Time hierarchy might have data for the current month at the day level. with lower-level members rolling into higher-level members.

Revenue from the Base Facts folder.Revenue from the Base Facts folder. You can reorder the columns in your analysis by clicking and dragging them. 3 . The Selected Columns pane should look like this: c. add P1 Product from the Products folder and 1 . add P1 Product from the Products folder and 1 . b. a. The Selected Columns pane should look like this: 10 . In a similar fashion. In a similar fashion.Cust Regions folders and double-click C50 Region to add it to the Selected Columns pane. Drag P1 Product in front of the C50 Region column. Your selected columns should look like this: d. Now drag the column back.

both a Title and Table view are defined for you when using attribute and measure columns. Now drag the column back. and specify formatting to apply only if the contents of the column meet certain conditions. a subtitle. You can add totals. control the appearance of a column and its contents.b. and timestamps to the results. Click the Results tabbed page. 11 . a logo. Your analysis criteria should look like this: c. You can navigate and drill down in the data. The Compound Layout is a composition of many views. The default Compound Layout appears. A Pivot Table view is automatically created when using hierarchical columns in your analysis. By default. customize headings. You can also swap columns. and change the formula or aggregation rule for a column. a link to a custom online help page. You can reorder the columns in your analysis by clicking and dragging them. The Title view allows you to add a title (the default). The Table view displays results in a standard table. Drag P1 Product in front of the C50 Region column. 4 .

tickers. Sorting.In the Compound Layout. Next. sort. Filters affect the analysis and thus the resulting values for measures. and pivot tables. and save your analysis. and Saving your Analysis To filter. you add a filter to the analysis and then save the filter. Filtering. 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). do the following: 1 . Filters allow you to limit the amount of data displayed in the analysis and are applied before the analysis is aggregated. Filters can be applied directly to attribute columns and measure columns. you can create different views of the analysis results such as graphs. 12 .

an inline filter cannot be reused by other analyses or dashboards. (Named filters can also be created from the global header. like this: ) in the Filters pane and b.) a. Click the Criteria tabbed page. like this: ) and selecting or by clicking the "Create a filter for the current subject area" icon ( then selecting the column from the drop-down list. You can create a filter by hovering over the specific column's toolbar icon ( Filter. 13 .Therefore. it can be reused and is known as a named filter. Hover over the toolbar icon for C50 Region and select Filter. If you save the filter however.

2 . To do this. click the drop-down list for Value and click the desired checkboxes. a. The Selected Columns and Filters panes should look like this: 14 . and enter a column value (or a range of column values) for this condition. 3 . The New Filter dialog box should look like this: b. that is is equal to / is in. Accept the default value for the operator. Click OK. Select Americas and EMEA. The New Filter dialog box appears.

Name the filter Americas and EMEA filter and accept the default location. 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. The Save As dialog box appears. for some object types such as filters. Name the folder Regional Revenue and click OK. The Save As dialog box should look like this: 15 . However. If a Confirm Save Location dialog box appears.Save the filter that you just created. Oracle BI EE allows you to save any type of business intelligence object to any location within the Catalog. The Save As dialog box appears. ) in the filters pane and 4 . Navigate to the Subject Area Contents folder. Oracle BI EE suggests the best Catalog location. accept the default. Click the More Options icon ( select Save Filters from the drop-down list.

Click OK. indicating 16 .5 . The Filters pane should look like this: Notice that the Americas and EMEA filter icon has been replaced with a folder icon.

that it is now a saved filter.

6 . Next, you save the analysis so that you can verify the creation of your named filter within the Catalog. a. Click the Save icon ( ) to save your analysis. ). The New Folder dialog box

b. Navigate to Shared Folders and click the New Folder icon ( appears.

c. Name the folder Regional Revenue and click OK. d. Name the analysis Regional Revenue and click OK.

7 . Verify the named filter. Click the Catalog link ( ) on the global header and navigate to the folder where you saved your filter. The Americas and EMEA filter appears in the Catalog.

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8 . Click the Home link on the global header and in the Recent area, click the Edit link below your Regional Revenue analysis.

9 . Next, add a sort to the analysis. a. On the Criteria tabbed page, click the More Options icon for 1- Revenue and select Sort > Sort Descending.

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Notice that a sort icon is added to 1- Revenue. The order of the sort is indicated by an arrow; in this case, the arrows points down, indicating that it is descending. Additionally, if multiple sorts are added, a subscript number will also appear, indicating the sequence for the sort order.

b. Save your analysis again.

10 Click the Results tabbed page to verify that the filter and sort are being applied to your analysis. . The Compound Layout appears. Your analysis should look like this:

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however. that grand totals and column totals are affected by selections. For example. Note. Unlike filters that are applied before the analysis is aggregated. Both filters and selection steps allow you to limit the data displayed in your analysis. selection steps are applied after the analysis is aggregated. Selection steps only affect the members displayed. the outline total for the top level of a hierarchy is not affected if some members of the hierarchy are excluded from the selection. do the following: 1 . not the resulting aggregate values.Creating Selection Steps for your Analysis To add selection steps for Product. You can create selection steps for both attribute columns and hierarchical columns. 20 .

While measure columns appear in the Selection Steps pane. you cannot create steps for them. The Selection Steps pane opens. Click the plus sign icon ( ) to expand the Selection Steps pane of the Compound Layout.Selection steps are per column and cannot cross columns. Start with all members for P1 Product and click the pencil icon. 21 . Hover over 1. 2 .

You use the shuttle icons ( the Available and the Selected panes. The Edit Member Step dialog box appears. 22 . ) to move column members between 4 . Click the Move All shuttle icon to move all members from Available to Selected.3 .

5 . You can use Ctrl-click to select multiple members in the list. 23 . In the Selected pane. select Install and Maintenance and click the Remove shuttle icon to return these two members to the Available pane.

7 . Click the minus sign icon ( ) to minimize the Selection Steps pane. that you removed are not in the analysis. ) within the Table view to The analysis appears with 36 rows. b. Click OK. The Selection Steps pane appears with the new values added. Notice that you can also save the Selection Steps as an object in the Catalog by clicking the Save icon.6 . Install and Maintenance. Click the double-headed arrow icon ( display all rows of the analysis. 24 . Verify your results by reviewing your analysis in the Table view. a. Note that the two members.

To add totals to your analysis. The Table 25 .Formatting and Adding Totals to your Analysis To add formatting and totals to your analysis. click the Edit View icon ( ) in the Table view. do the following: 1.

) to to the right of "Columns and 26 . To add a grand total to the analysis.Editor appears. click the Totals icon ( Measures" in the Layout pane of the Table editor. 2 . a.

27 .b. 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. Select After from the drop-down list.

Revenue. remove the the sort from 1 .c. Click Done. Click the Criteria tabbed page. 3 . a. 28 . Before adding a total to Region.

29 .Revenue and select Sort > Clear Sort. Click the More Options icon for 1. Click the Results tabbed page and review the Table view to confirm that the sort has been removed from the analysis.b. c.

Add a total by region to your analysis. Click the Edit View icon ( ) in the Table view.4 . click the Totals icon for C50 Region. The Table Editor appears. 30 . b. a. In the Layout pane.

indicating that a total has been added for that specific column. 31 . Review the results in the Preview pane above and note that the Totals icon now displays a green checkmark.c. Select After from the drop-down list.

5 . After you create and run an analysis, default formatting rules are applied to the analysis' results. Default formatting rules are based on cascading style sheets and XML message files. You can create additional formatting to apply to specific results. Additional formats help you to highlight blocks of related information and call attention to specific data elements. You can also use additional formatting to customize the general appearance of analyses and dashboards.

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Apply formatting to the C50 Region column. a. You can apply formatting to a heading. Click the More options icon ( select Format Headings. ) for C50 Region and

The Edit Format dialog box appears.

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6 . a. In the Caption text box, enter Region.

b. In the Font area, click the drop-down list for Color and select any red color from the Color Selector dialog box and click OK.

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The Preview pane should look like this: 35 . Click OK in the Edit Format dialog box to see the results of your format changes for C50 Region. d. click the drop-down list for Background Color and select a light blue color from the Color Selector dialog box and click OK.c. In the Cell area.

Select the Enable alternating row "green bar" styling checkbox ( ) and click OK.7 . The Preview pane should look like this: 36 .The Table Properties dialog box b. Click the Table View properties icon ( appears. a. ) on the toolbar.

3 . and 1 . you begin by creating a new analysis to which you add a graph and apply a named filter created in the first topic.Revenue from Base Facts to Selected Columns. 37 .Sample Sales from the Select Subject Area pop-up. Choose A . Adding a Graph to an Analysis In this topic. 2 . Perform the following steps: 1 .c. Add C50 Region from Cust Regions. you learn how to add a graph to an analysis. P1 Product from Products. Create a new analysis by using the same columns that you used to create Regional Revenue. Click New > Analysis on the global header. Enhancing an Analysis by Adding a Graph In this subtopic. Click Done and then save your analysis. and apply a saved filter and format the graph.

Next. b. Select the filter and click the Add More Options icon ( ).4 . a. navigate to locate your filter named Americas and EMEA filter. add the named filter that you created to limit the analysis to just Americas and EMEA data. In the Catalog pane. 38 .

39 . allowing you to make changes without changing the Catalog filter item. This option adds the filter as an inline filter. Click the Results tabbed page. Click OK. The filter is added to your analysis. 6 . In the Apply Saved Filter dialog box.5 . Save the analysis to your Regional Revenue folder. but not edit. select the Apply contents of filter instead of a reference to the filter checkbox. b. Add a graph to your analysis. Note that if you do not select this checkbox. the filter is added as a named filter that you can view. entering Regional Revenue Graph as the analysis name. 7 . a. a.

Click the New View icon ( ). Select Graph > Bar > Default (Vertical) from the menus.b. 40 . c.

41 .The default Graph view appears below the Table view.

Note however. Save the analysis. 42 . Click the Remove View from Compound Layout icon ( ) for both Title and Table views. that they are still available for use from the Views pane. Click the Edit View icon ( ) to begin your formatting changes.8 . Formatting the Graph To enhance the appearance of a graph. The Graph editor appears. Both views are removed from the Compound Layout. 9 . perform the following steps: 1 .

is composed of three sections: Toolbar The toolbar allows you to change graph types and subtypes.2 . and so on. print. preview. like other view editors. The Graph. Preview pane 43 . edit graph properties.

The Graph properties dialog box appears. Style. and Titles and Labels. Layout The layout allows you to change the properties of prompts. such as canvas width. sections. and so on. These tabbed pages allow you to do the following: General Set properties related to the graph canvas. height. 44 . Click the Edit properties icon ( ). The Graph properties dialog box is composed of four tabbed pages: General. Scale.The preview pane is a dynamic view of the graph. 3 . and allows you to regroup columns for graph display. measures. allowing you to view the changes instantly.

Once you zoom in on an axis. Labels a. 4 . then the graph includes a Zoom icon.legend location. a. When you zoom an axis. When zooming and scrolling is enabled for a graph. Style Scale Set properties that control the appearance of the graph such as plot area and gridlines. 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. Titles and 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. that is axis limits and tick marks. Click the Style tabbed page. For example. a zoom and scroll slider appears. and so on. Set properties for parts of the graph. You will use this option in a subsequent step when working with pivot tables. Select Enable for Horizontal Axis from the "Zoom and Scroll" checkboxes. "Listen to Master-Detail Events" allows you to specify this analysis as a detail view in a masterdetail relationship. you can scroll the axis. b. 45 . Select left from the Legend Location drop-down list.

b. 5 . you might choose pattern fill for to highlight differences on a line-bar graph or gradient for a bar graph to make the data values standout. Click the Background drop-down list and select a light blue color from the Color Selector and click OK. 46 . For example. Click the Style drop-down list for Graph Data and select Gradient. The Graph Data area allows you to choose a style for specific types of graphs.

a. 47 . Click the Specify radio button for Gridlines to enable selection for horizontal gridlines and select the Major Grid > Horizontal Lines checkbox. b.6 . Select a color of your choice and click OK.

The Graph properties dialog box should look like this: 48 .

Click the Scale tabbed page. 49 . The Scale tabbed page appears.7 .

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. Click the Titles and Labels tabbed page. a. 8 .Specifically setting axis limits and tick marks allows you to control what you see on your graph. If you override the system default for tick marks. 50 .

You use this dialog box to specify how titles. The "Font Format: Title" dialog box appears. Click the Font Format tabbed page. c.b. d. Deselect the checkbox for Use measure name as graph title and enter Regional Revenue in the Title text box. and so on are handled (such as truncated automatically) and to specify font properties. 51 . legend labels. Click the Format Title icon ( ) for Graph Title.

h.e. choose any color and click OK. Click OK to close the Font Format: Title dialog box. 52 . Select Tahoma from the Family drop-down list. Enter 16 in the Size text box. g. From the Color Selector. f.

The formatting changes have been applied along with a new title and a horizontal zoom. The vertical axis label has been removed. 9 . Once you have zoomed in. The preview pane refreshes and should look like this: Examine the changes that you made to the graph. 53 . Deselect the checkbox for Vertical Axis Title and click OK to close the Graph Properties dialog box.i. a slider appears. Click the Zoom icon and select Zoom In.

In the Layout pane. move C50 Region from the Group By drop target to the Graph Prompts . drop target.10 a. The preview pane refreshes: 54 .

The Graph editor should look like this: 55 . making the graph a bit easier to consume. Move C50 Region to the Sections area and select the Display as Slider checkbox.The prompt allows you to select each region individually. b.

You can experiment with the region slider by clicking the C50 Region or Americas link. add a Gauge view. and create a master-detail linking. perform the following steps: 56 . Gauges. you begin by creating a new analysis with a hierarchical column and apply a named filter created in the first topic. Creating an Analysis with a Pivot Table View In this subtopic. To create an analysis with a pivot table. Working with Pivot Tables. you learn how to create an analysis with a Pivot Table view.c. and Master-Detail Linking In this topic. format and add a calculation to a pivot table. Click Done and then save your analysis.

2 . Create a new analysis that uses a hierarchy column. b. P4 Brand from Products. 57 .1 . Add Orders Hierarchy from Orders. c.Revenue from Base Facts to the Selected Columns pane.Sample Sales from the Select Subject Area pop-up. Choose A . Notice that the Pivot Table view is included by default because you included a hierarchy column in the analysis. Click New > Analysis on the global header. Click the Results tabbed page to view the analysis and inspect the pivot table.Cust Regions. By default. C50 Region from Customers . the results will automatically include a pivot table when a hierarchy column is included in the analysis. a. and 1 .

b. 58 .Revenue and select Column Properties. a. Apply the Americas and EMEA named filter as you did above. c.3 . Return to the Criteria tabbed page. Edit the column properties for Revenue. Click the More Options icon for 1 .

The Column Properties dialog box appears. 59 .

4 . b. Select the Custom Headings checkbox and enter Revenue in the Column Heading text box. a. Select the Column Format tabbed page. 60 .

61 .5 . b. a. Select the Override Default Data Format checkbox and select the values as indicated below in the image. Select the Data Format tabbed page.

6 . Review the formatting changes that you made to the Revenue column. 62 .c. Click the Results tabbed page. Click OK.

) to format the pivot table. b. Drag P4 Brand below Measure Labels. Delete the Title view and then click the Edit View icon ( Table editor appears. The pivot table should look like this: 63 . Drag C50 Region to the Sections area. Format the pivot table as follows: a. The Pivot 8 .7 .

you add a calculation to the pivot table by duplicating the Revenue column. 64 . Click the More Options icon ( ) for the Revenue column and select Duplicate Layer. Next.9 .

65 .The duplicated Revenue column appears.

10 a. b. . name the new column % Revenue and click OK. In the Caption text entry box in the Edit Format dialog box. Click More Options > Format Headings to edit the properties for the duplicate column. 66 .

As > Percent of > Row Parent. Change the calculation to reflect a percentage of the parent.11 a. Click More Options > Show Data . 67 .

The Pivot Table editor looks like this: 68 .

The pivot table should look like . this: 69 .12 Click Done and save the analysis as Regional Revenue Pivot.

13 Pivot tables provide the ability to rotate rows. 70 . providing the perfect vehicle for trending analyses. expandable. They are interactive in that they are drillable. perspectives of the same data. and section headings to obtain different . Expand the Orders Hierarchy by clicking the plus sign icon ( ) for Order Totals for the Americas. Orders Hierarchy contains Orders on the row edge and Total Orders as the parent. Revenue is the measure. a. The next steps review some features of pivot tables. and navigable. columns. The plus and minus icons are used to expand and collapse the data for analysis.

the parent is not sorted within its children. for the Americas in Ascending sequence and examine the results within the pivot table. which do not have the concept of a row edge. children are never sorted outside of their parent. reflecting sorted Revenue values in ascending sequence for each Total Order.Because hierarchical columns imply pivot tables. These carat icons do not appear for attribute columns. in either ascending or descending order. which allow you to sort the members on the column edge by that row. Row sort Total Orders.Cancelled to view the % of total revenue lost from 71 . but on rows. b. The product brands on the column edge are sorted. The children appear below the parent in the proper sort order. you are able to not only sort on members and measures. 14 Expand Express orders and then expand 6 . Hierarchical members on the row edge can include sort carat icons ( ) . that is. The Total Orders parent member represents an outline total for the orders. When you sort members in a hierarchical column. you always sort within the parent.

view from the menu.. 72 . Select Collapse all items in . and move items around using this menu. Place your cursor on top of the Orders Hierarchy and right-click. exclude columns. 15 a. Notice that you can also sort. cancellations.

Drag Brand on top of Orders Hierarchy.b. The pivot table should look like this before you release the mouse button: d. The swap icon look likes this: c. You use this swap icon to swap columns with rows or to reposition a column or row along a different axis. When you hover over this tab. a swap icon appears. 73 . A tab appears. Place your cursor to the left of the Brand column (HomeView). Release the mouse button and review the pivot table.

perform the following steps: 1 . 74 . Save the analysis. Adding a Gauge View To add a Gauge view to the Compound Layout. Click the New View icon and select Gauge > Default (Dial).e.

2 . 75 . The Gauge view appears below the Pivot Table view.

76 . Minimize the Settings pane.Click the Edit View icon ( ) in the Gauge view to format the gauge. The Gauge editor appears. 3 .

b. Remove the footers underneath the guages. Click the Edit gauge properties icon in the toolbar. 77 . select all the text in the Footer text box.4 . a. In the Titles and Labels tabbed page of the Gauge Properties dialog box.

In the Layout pane. Change the size of the gauges. The gauges resize. 5 .c. Click the gauge size drop-down list from the toolbar and select Medium. drag C50 Region to the Sections drop target and select Display as Slider. 6 . a. Delete the text in the footer and click OK. Exclude Orders Hierarchy. The Layout pane should look like this: 78 . b.

7 . Verify your work in the Compound Layout. a. Click Done. 79 .

80 .b. specific column detail appears. Also. Toggle between Americas and EMEA to see the gauges change. You can experiment with the slider. notice that when you hover over a dial.

called detail views. select the Criteria tabbed page. a. To create a Master-Detail linking. perform the following steps: 1 . 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. Select the Interaction tabbed page. 81 . Save the analysis. Click the More Options icon and select Column Properties for the C50 Region column. called the master view. In the Regional Revenue Pivot analysis. Set up the master view to which you link the detail view.8 . will drive data changes in one or more other views. The Column Properties dialog box appears. b. 2 .

click the Primary Interaction drop-down list.3 . 82 . In the Value area. and select Send Master-Detail Events.

Specify channel. You use this text box to enter a name for the channel to which the master view will send master-detail events. appears.4 . a qualification text box. This is a case sensitive text box. 83 . When "Send Master-Detail Events" is selected.

Enter region in the "Specify channel" text box and click OK. 84 .a.

5 . a. Define the detail view to which the master view links.b. Save the analysis. 85 . You can add any view that includes the same master column as the master view. Click the Results tabbed page to view the Compound Layout and click Edit View for the Gauge view.

The Gauge editor appears. 6 . Click Edit gauge properties on the toolbar. The Gauge Properties dialog box appears.b. 86 .

Remember that this must match precisely with the text entered for the master view. 87 . Click Done and then save your analysis. b. c. Select the Listen to Master-Detail Events checkbox. Click OK.a. 7 . Enter region in the Event Channels text box.

select EMEA to drill down. a. In the Pivot Table view (the master view). 88 .8 .

89 .Both the Pivot Table view and the Gauge view (the detail view) update to reflect the drill.

90 .

and a View Selector view.Working with Other View Types At this point in the lesson. including the following columns:      C50 Region from Customers C0 Customer Number from Customers C1 Customer Name from Customers 4 .Paid Amount from Base Facts 3 . you have created the following views:      Title Table Pivot Table Graph Gauge In this topic. perform the following steps: 1 . If you want to include hierarchy levels in a Narrative view. Change the properties of 4 . Creating a Narrative View You create a Narrative view to provide information such as context. commas. To add a Narrative view. and two decimal places. a.Discount Amount from Base Facts b. a Column Selector view. The Narrative view is a combination of text and query column values. and measure columns. begin by creating a new analysis that includes a calculated item.Paid Amount and 3 . hierarchical. you create a Narrative view. use selection steps to display the levels. To create a meaningful Narrative view. explanatory text. or extended descriptions along with column values for an analysis You can include values from attribute. The properties should look like this: 91 .Discount Amount to include dollar signs. Create an analysis as you did above.

92 . The Selected Columns within the Criteria tabbed page should look like this: b. a.Discount Amount column. Edit the Column Properties for the duplicate 3 . Click More Options for this duplicate column and select Column Properties.c. 2 .Discount Amount to the Criteria tabbed page a second time. Add a filter to C50 Region and select only the Americas. Add 3 .

Using the Data Format tabbed page. The Selected Columns should look like this: 93 . Select the Column Format tabbed page.c. format the data for this column as a percentage with two decimal places and then click OK. and select the checkbox for Custom Headings. Enter Discnt Pct to Paid Amt in the Column Heading text box. d.

Paid Amount")*100 94 . a. b.3 ."3. Click More Options for Discnt Pct to Paid Amt and select Edit Formula.Discount Amount"/"Base Facts".The Edit Column Formula dialog box appears. ("Base Facts"."4. Enter the following formula into the Column Formula text box.

Click the More Options icon for C50 Region and select Hidden to hide the column. 4 . b. a. Click OK. Select the Results tabbed page and remove the Title view from the Compound Layout. c. The Edit Column Formula dialog box should look like this: c. 95 .Hint: You can copy the line of code and paste it into the Column Formula text box. Click the Edit View icon to open the Table editor.

The Table view should look like this: e. 96 .d. Save the analysis as Customer Discounts by Region. Click Done to review your results.

b.5 . Click the New View icon on the toolbar and select Other Views > Narrative. 6 . a. 97 . Click the Edit View icon for the Narrative view. Add the Narrative view. Move the Narrative view above the Table view. The Narrative editor appears. a.

c. You can include both text and column values. ensuring that you leave a single space following the last word. Then. use the at sign (@) by itself to indicate the first column. You use the "Row separator" text box to enter a row separator for each line from the Narrative field that contains values. enter This analysis shows the discount percentage for each customer within the . where the number "1" represents the first column in the analysis (C50 Region). For example you might enter a string of plus signs (+) between each line. select the @1 that you entered and click the bold icon ( ). A hierarchy level is considered a row. To include values. For example. Include a line break code at the end of this field to force each line of text and values onto its own line. You use the Narrative text box to enter the narrative text that will appear for each row in the results. the second occurrence corresponds to the second column. you can use selection steps to display hierarchy levels with the hierarchical column. enter @1. The toolbar allows you to use HTML code and markup to enhance the narrative. In the Prefix text box. In the Narrative text box. For a hierarchical column. 98 . To display the footer information on a separate line from the actual narrative text. enter 5 to display values from the first 5 rows of the column. This text is displayed at the beginning of the narrative. or that the footer begins with a line break. include markup tags in the Postfix field. b. then the first occurrence of the sign corresponds to the first column. 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. and so on. If you include multiple at signs. You use the Postfix text box to enter the footer text to appear at the bottom of the narrative.      You use the Prefix text box to enter the header for the narrative. You use the @n to include the results from the designated column in the narrative.

enter region. The Compound Layout should look like this: 99 .d. ensuring that you include a space before region and period after region. In the Postfix text box. The Narrative Editor should look like this: Notice that a preview is provided at the bottom of the editor.. e. 7 . Enter a 1 in the "Rows to display" text box. Click Done and save your analysis.

Creating Column Selector and View Selector Views
To create a Column Selector and View Selector views, perform the following steps: 1 . A Column Selector view adds a column selector to the results. A column selector is a dropdown list from which users can dynamically change the columns that display in results. This allows users to analyze data along several dimensions. By changing the measure columns, users can dynamically alter the content of their analysis. a. Open the Regional Revenue analysis in the Analysis Editor. The Results tabbed page appears. b. Click the New View icon and select Other Views > Column Selector.

100

c. The Column Selector view appears. Drag the Column Selector view above the Title view.

2 . Click the Edit View icon for the Column Selector view. The Column Selector editor appears.

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3 . a. Select the Include Selector C50 Region checkbox. b. In the Label (optional) Choices text box, enter Choose a column:. c. With Column still selected, double-click the following columns to add to the selector: P4 Brand, P3 LOB, and P2 Product Type.

d. Click Done. The Compound Layout appears:

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a. Click the Column Selector drop-down list and select P3 LOB: b. that because you set a custom heading for the C50 Region column earlier. Note. The values change appropriately. the custom heading is still displayed for the column.4 . 103 . however.

a. Save the analysis. Then delete the Column Selector view from the Compound Layout Add a Graph view .c. Before you add the View Selector view however. Regional Revenue should look like this: 104 . A View Selector view is analogous to a storage container. A View Selector view provides a drop-down list from which users can select a specific view of analysis results from among saved views. in that it holds other views which have been selected in the editor for display.Vertical Bar graph These changes will allow you to showcase the analytic data-driven views. Add the View Selector view. the default. 5 . do the following:    Delete the Title view from the Compound Layout Set the Column Selector to display the C50 Region column.

105 . Click the New View icon on the toolbar and select Other Views > View Selector.b.

6 .c. Click the Edit View icon for the View Selector view. 106 . Move the View Selector view to the right of the Table view. The View Selector editor appears. a.

In the Available Views list. Note that these views are data-driven views. 107 .b. unlike the Column Selector and Title views. c. which were deleted from the Compound Layout. A preview appears at the bottom of the editor. select the Table and Graph views and click the shuttle icon to move them to the Views Included list. In the Caption text box. enter Choose a view:.

The Compound Layout should look like this when the Graph view is selected: 108 . 7 .d. Click Done.

They can be created by administrators and shared with groups of users with common responsibilities or job functions. The ability to create and edit dashboards is controlled by the Manage Dashboard privilege. you can view preconfigured dashboards or create your own personalized views.Do not save your changes to the analysis. Exploring and Editing My Dashboard 109 . which is managed by the administrator. You can view your personalized views by selecting My Dashboard from the Dashboards dropdown list. Building Dashboards In this topic. you learn about the My Dashboard view and how to create and edit a shared dashboard. You can also set My Dashboard as your default dashboard. Dashboards provide personalized views of corporate and external information. Users with administrative privileges can create shared dashboards for groups of users with common responsibilities or job functions. Preconfigured views appear in the Dashboards drop-down list. Based on your permissions. adding a saved analysis that you created previously.

110 . is a dashboard page that you create and save as your default. Click the Dashboards link on the global header and then click My Dashboard. Preferences tabbed page. To open My Dashboard. personal starting page by using the My Account dialog box. perform the following steps: 1 . An empty My Dashboard page appears. a personalized view.My Dashboard.

When you open a dashboard, including My Dashboard, the content appears in one or more dashboard tabbed pages. Pages contain the columns and sections that hold the content of a dashboard, and every dashboard has at least one page. Multiple pages are used to organize content. Note: If you have chosen or if your company has setup My Dashboard as your default, then you use dashboard template pages to populate your personal dashboards (My Dashboard) when you first log in as a new user. This allows you to see one or more dashboard pages with content, rather than an empty dashboard. It also gives you a starting point to build your own dashboard pages. These template pages are saved in subfolders of /Shared Folders and have a default name of default. Oracle BI EE searches for dashboard template pages in all dashboards that are named default, copies all dashboard template pages for which you have permission to your My Dashboard folder, and displays them in the My Dashboard dashboard.

2 . Click the Edit icon (

) to add content to your empty dashboard page.

The Dashboard Builder appears and automatically creates page 1 of your dashboard (the first tabbed page).

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Using the Dashboard Builder, you can add pages and objects to a dashboard and control page layout. The Dashboard Builder is composed of the following:
 

Dashboard Toolbar: The toolbar allows you to perform tasks such as adding or deleting pages, previewing, saving, and so on. Dashboard Objects pane: Items that are used only in a dashboard. Examples of dashboard objects are sections to hold content, action links, 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, for example, analyses, prompts, and so on. In a dashboard, the results of an analysis can be shown in various views, such as a table, graph, and gauge. (The results of an analysis are the output that is returned from the Oracle BI Server that matches the analysis criteria.) Users can examine and analyze results, save or print them, or download them to a spreadsheet. Page Layout pane: This is a workspace that holds your objects, which are displayed on the dashboard.

In the Dashboard Toolbar, the Tools toolbar button provides options to set dashboard properties, set page report links (for example, Add to Briefing Book), and so on.

112

3 . As mentioned above, the Dashboard Objects pane provides you with a list of objects that you use to add content to a dashboard page. You simply drag the object to the Page Layout pane on the right.

  

Columns are used to align content on a dashboard. (Sections within columns hold the actual content.) You can create as many columns on a dashboard page as you need. Sections are used within columns to hold the content, such as action links, analyses, and so on. You can drag and drop as many sections as you need to a column. Alert Section is used to add a section in which you display Alerts from Agents, if any. ( Agents dynamically detect information-based problems and opportunities, determine the appropriate individuals to notify, and deliver information to them through a wide range of devices such as e-mail, phones, dashboard alerts, and so on.) An Alert section is added by default to the first page of My Dashboard if you do not manually include one. You cannot disable the appearance of an Alert section on the first page of My Dashboard. You can add an Alert section to an additional dashboard page so that section will then appear on both dashboard pages.

Drag the Column object onto the Page Layout pane.

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4 .The Column object appears on the Page Layout pane. 114 . b. In the Catalog pane. navigate to the folder where you saved your analyses. a. Drag the Regional Revenue analysis to the Column 1.

Click the Save icon ( ). perform the following steps: 1 . Click the New > Dashboard in the global header. You can also drag an analysis directly onto an empty Layout Pane without first creating a column.Regional Revenue appears in the column. The Dashboard Builder automatically creates the column for you. Notice that a section was automatically created for you. My Dashboard appears. ) to save the dashboard page and then click the Run icon ( Creating a Dashboard To create a new dashboard. 115 . You can then add sections automatically to that column by dragging analyses below the existing sections c.

If you receive a 116 . a. b. Enter Customer Detail in the name text box. 2 .The New Dashboard dialog box appears. Navigate to your Regional Revenue folder and select it as the Location. Notice that you can also enter a description of your choice.

c. click OK to close it. If you choose a folder in the Dashboards subfolder directly under /Shared Folders/first level subfolder in which no dashboards have been saved. Note: If you save the dashboard in the Dashboards subfolder directly under /Shared Folders/first level subfolder. If you save it in a Dashboards subfolder at any other level (such as /Shared Folders/Sales/Eastern). if you choose a folder named /Shared Folders/Sales in which no dashboards have been saved. The New Dashboard dialog box should look like this: Notice that a Dashboards subfolder was automatically created inside the Regional Revenue folder. then a new Dashboards folder is automatically created for you. For example. A new Dashboards folder is not automatically created if you choose a folder at any other level. Accept the default to Add content now. 117 . a new Dashboards folder is automatically created and the Location entry changes to /Shared Folders/Sales/Dashboards. Click OK. the dashboard will be listed in the Dashboard menu on the global header. The Dashboard Builder appears. it will not be listed.warning message. d.

3 . 118 . Navigate to the Customer Discounts by Region analysis and drag it from the Catalog to the Page Layout pane. a.

119 . Save and run the dashboard.b. The Customer Detail dashboard appears.

b. is allowed for users with the appropriate privileges.As mentioned above. To begin enhancing My Dashboard. because this dashboard was not created in a Dashboards subfolder directly under a /Shared Folders/first level subfolder. 120 . Click Dashboards > My Dashboard. To open the dashboard. the dashboard will not be listed in the Dashboard menu on the global header. perform the following steps: 1 a. you enhance My Dashboard. . navigate to it in the Catalog. or open it from the Recent list on the Home page or in the global header's Open menu. Click the Page Options toolbar ( ) and select Edit Dashboard. Editing a Dashboard Dashboard editing. In this subtopic. which is performed by using the Dashboard Builder as evidenced above.

2 Give the existing tabbed page a more meaningful name. The Dashboard Properties dialog box appears. . 121 . Click the Tools button and select Dashboard Properties.

and so on. such as the color of text and links. . Rename. you can do the following:      Change the Styles—Styles control how dashboards and results are formatted for display. you can do the following:  Click the Rename icon to change the name of your dashboard page. 122 . reorder. and delete dashboard pages. Using the toolbar. The Dashboard Page Control toolbar enables. the font and size of text. 3 Select page 1 in the Dashboard Pages section.From this dialog box. the colors and attributes of graphs. and variables Specify the links that will display with analyses on a dashboard page. filters. Add a description—Descriptions are displayed when Oracle BI Administrators use the Catalog Manager. Add hidden prompts. hide. set permissions for. the borders in tables.

If more than one dashboard page participates in this dashboard. Click the Rename icon ( . Dashboard pages are permanently deleted. 4 a.The Rename dialog box appears. Click the Permissions icon to add permissions for the dashboard. ). Hidden prompts are used to set default values for all corresponding prompts on a dashboard page. Click the Delete icon to delete the selected page. the arrange icons are enabled (up and down arrow icons).    Click the Filters and Variables icon to add a hidden prompt. 123 .

124 .b. Enter Regional Revenue in the Name text box and click OK. The Dashboard Properties dialog box reappears with the new dashboard page name.

Click the the Edit icon for Dashboard Report Links to set the report links at the dashboard . b.5 a. Select the checkboxes as indicated in the image below: 125 . 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). Report links can be set at the dashboard. level.

). The Add Dashboard Page dialog box appears.c. The Dashboard Builder should look like this: 6 a. Click OK and then click OK again to return to the Dashboard Builder. Click the Add Dashboard Page icon ( . 126 .

Name the dashboard page Customer Detail and click OK. navigate to the Customer Discounts by Region analysis and drag it to the . Page Layout pane on the right.b. 127 . 7 In the Catalog pane.

8 Edit the properties of the column. Click the Column Properties icon. a. 128 . . The Column Properties dialog box appears.

width. 129 . Click OK. . height. Select the drop-down list for Background Color within the Cell area and choose light green. border.Using the Column Properties dialog box. then click OK to close the Column Properties dialog box. You can also apply a custom style sheet. you can change the appearance of the cells. and so on. 9 a.

b. Your dashboard page appears in a new browser window and should look like this: 130 . Click Preview to preview the dashboard.

such as cell alignment and border color. If a check mark appears in front of the “Drill in Place” option.c. which allows you to rename the section. Use this option to display the Rename dialog box. where you specify the properties for the section.” the entire dashboard content is replaced. If the check mark is not present in front of “Drill in Place. 0 . the original analysis is replaced when the user drills (the section will automatically resize to fit the new analysis). Close the Preview window. 1 Edit the properties of the section. Use this option for prompts that are created for hierarchical columns. 131 . You use the Section Properties drop-down list to do numerous tasks: Format Section: Rename: Drill in Place: Use this option to display the Section Properties dialog. Use this option to specify how the results appear when a user drills in an analysis.

a. Click the Properties drop-down list for the section and select Condition.Note: You can use the back button in the browser to view the original analysis. you can also align the analyses by using the vertical and horizontal alignment icons. which initially includes the title of the section. you can expand and collapse the section. Collapsible: 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. You can hide the title using the Show Section Title option. Show Section Header: Show Section Title: Use this option to specify whether to display the header for the section. The Section Condition dialog box appears. Use this option to specify whether to display the title of the section. If a check mark appears in front of the Collapsible option. 132 . When you have more than one analysis within the section.

The New Condition dialog box should look like this: . in other words. b. agents deliver their content and execute their actions. the condition is either True or False. Conditions are evaluated based on a Boolean expression. 133 . In the "True If Row Count" drop-down list. select is less than and enter 25 in the text box to 2 the right. Click the New Condition icon ( ). 1 a. 1 Browse the Catalog and select the Customer Discounts by Region analysis.You use conditions to determine: whether sections and their content appear on the dashboard page. 1 . and action links appear on dashboard pages. Set a condition that determines whether the analysis appears on the dashboard. The New condition dialog box appears.

To further verify your results.b. click OK and click OK again to return to the Dashboard Builder. Click Test. c. Previously. Click OK. your analysis returned more than 25 records. Preview the dashboard page now. therefore this test should evaluate to False. Your results are verified. 134 .

3 . 135 . The Rename dialog box appears.The dashboard page is empty. All that appears within the dashboard page is the column color. 1 Rename the section. Click the OK. Click Properties (within the section) > Rename. Click the More icon and select Remove Condition to remove the condition so that the section displays. a. e. Click the Properties drop-down list for the section and select Condition. d. The Section Condition dialog box appears.

Enter Customer Discount Percentage in the text box and click the Properties icon ( Section Heading Properties dialog box appears. 136 . Change the Font Color to blue.b. The c. ).

The Section Heading Properties dialog box should look like this: 137 . Change Font Effects to Underline.d.

Click OK. 138 . Click Properties (within the section) > Show Section Title. The Rename dialog box should look like this: f. 1 a.e. 4 . Click OK.

Click the Properties icon for the Customer Discounts by Region analysis.b. 139 . a. 1 Override the default dashboard report links at the analysis level. Preview the dashboard page once again to see your changes. c. Save the dashboard. 5 .

Select the Customize radio button and then select all checkboxes.b. Click OK. You are now able to export and copy this analysis from the dashboard. 140 . The Report Links dialog box appears. Save and run the dashboard page. c. d. e.

Edit the section properties for the analysis and select Drill in Place. To return to the previous view. 141 . Open the dashboard in the Dashboard Builder again and further edit the Customer Detail 6 tabbed page. . b.1 a. Drilling allows you to view additional levels of detail for the specific column. Drill in Place means that the current browser is refreshed with the new data. simply click the back button on your browser.

b. The Order Number column appears. 1 a. R1 Order Status. Drill down on Customer Name. 142 . Save and run the dashboard page. The Customer's Order Status column appears. 7 . Drill down on the column header. Diego Link.c.

customized view of your dashboard page. 143 .Saving a Customized Dashboard and Setting Preferences To save a customized dashboard and set preferences. perform the following steps: 1 . a. drills in analyses. column sorts. prompts. and section expansion and collapse. 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. Click Page Options > Save Current Customizations. By saving customizations. Create a personal. you do not need to make these choices manually each time that you access the dashboard page.

Click Page Options > Apply Saved Customization > Customer Order Status.b. You can apply the saved customization to a dashboard page. Name your customization Customer Order Status and click OK. c. 144 . The Save Current Customization dialog box appears.

You use the Preferences tabbed page in the My Account dialog box to specify your personal preferences. and time zone. locale. Click your User ID on the global header and then select My Account. Set your preferences. The available options depend upon your privileges.2 . such as dashboard starting page. 145 . The My Account dialog box appears. a.

b. Click the Starting Page drop-down list and scroll to view the available pages. Notice that your personal dashboard page created in the subtopic "Creating a Dashboard" appears. Time Zone.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. The My Account dialog box should look something like this: 146 . Currency. Delivery Options—Use this tabbed page to configure your delivery profiles for the delivery of alerts by agents. Only the dashboard pages to which you have privileges appear in this list. Select the Regional Revenue: Customer Detail as your default. User Interface Language. Set the Locale. c. and Accessibility Mode appropriately for your own needs and 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.

c. To verify that your starting page is now set to the Regional Revenue: Customer Detail dashboard page. Click OK. Your start page should look like this: 147 .Note: The Currency drop-down list is available only if the administrator has configured the option. log out and log back in. 3 .

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. This lesson focuses specifically on named dashboard column prompts and the use of a variable prompt in declaring and populating a variable. and filter only the associated analysis. and called inline prompts. prompts that are created at the analysis level are saved as part of the analysis. image.Next you learn how to add prompts and use presentation variables on your dashboard. Inline prompts are created and edited in the Prompts tabbed page in the Analysis Editor. or overwrite repository and session variables. Prompts allow you to select values to filter data. you learn how to create a named dashboard prompt and use a presentation variable. and are created at either the analysis or dashboard levels. There are four types of prompts: column. 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. Dashboard prompts can set or update variables. As with filters. and variable. 148 . Prompting to Filter Analyses In this topic. They can initially populate presentation variables. currency.

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. perform the following steps: 1 . To create a named dashboard prompt. Create a named dashboard prompt for region that specifically filters the data for APAC.Named prompts in the Catalog can be applied to any dashboard or dashboard page that contains the columns specified in the prompt. The Definition table lets you view high-level information about the prompt's columns. organize. Click New > Dashboard Prompt on the global header and then select the Sample Sales subject area. The Definition pane allows you to add. and variable prompts. The Display pane is a preview pane that allows you to view the prompt's layout and design. image prompts (maps). or insert row or column breaks between prompt items. 149 . You can use column prompts. You can create and save these named prompts to a private folder or a shared folder. and manage a named prompt's columns. You can also use this table to select columns for editing or deleting. The Definition pane appears. currency prompts. arrange the order in which the prompts appear to the user.

and click OK.2 . select C50 Region as the column 150 . a. click the New prompt icon ( for the prompt. ). In the Definition pane.

This appears only for column prompts.b. Enter Select a Region: in the the Label text box (add a space following 151 . The Label text box allows you to enter a meaningful label that appears on the dashboard next to the prompt. The Prompt for Column field allows you to view information about the column that you selected as the prompt. c. The New Prompt: C50 Region dialog box appears.

for both of these fields. You use this item in conjunction with the Choice List Values item to specify which data values appear for selection. "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. For example. The New Prompt dialog box should look like this: 152 . The series of checkboxes allow you to restrict the amount of data returned. radio buttons. Select the operator. or a list box. if you selected the User Input method of Choice List and the Choice List Values item of All Column Values. you must now indicate those values. Some of your choices include All Column Values. All Column Values. Choice List." This field is only for column prompts. Allowing multiple selection of values lets you choose more than one value (region for example). 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. You can optionally enter a description. the user will select the prompt's data value from a list that contains all of the data values contained in the data source. The Options section provides you with the opportunity to constrain values available for selection. and Require user input. Accept the default. and so on. Accept the default.the colon). Click the plus sign to expand the Options section. e. Accept the default. g. d. Specific Column Values (where you supply those values). a choice list. "is equal to / is in. Select Enable user to select multiple values. and requiring input forces you to enter at least one value. None. SQL Results (choose a list of values based on a SQL statement). the user will see one of the following: check boxes. Because you selected Choice List for the User Input field. Accept the default. f.

Click OK. 3 .h. The prompt is added to the Definition pane. 153 .

Customer Detail. Recall that the "Customer Discounts by Region" analysis has a Narrative view associated with it that is specifically set to the value of Americas. Select Page Options > Edit Dashboard to open the Customer Detail dashboard page in the Dashboard builder. 154 . then navigate in the Catalog pane to your dashboard prompt. Navigate to My Dashboard .Save the prompt in the Regional Revenue folder as Region prompt. 4 . Test the prompt.

155 . Drag Region Prompt to Column 1.5 . above the "Customer Discounts by Region" analysis.

Initially. that is. b. 156 . Save and run the dashboard. Scope determines whether the prompt applies to the entire dashboard or just this page. 7 . The values for region are overridden for this page. Select APAC from your dashboard prompt. the filters for the analysis that you created earlier are assumed. Click Apply. the analysis is filtered for Americas and EMEA. Click the Region Prompt properties icon and select Scope > Page. c. a.6 .

variable. To add a presentation variable using a variable prompt. Using a Presentation Variable A presentation variable can be created as part of the process for creating a column or variable prompt. b. it is associated with a specific column and takes on that column's value. If part of a variable prompt. 157 . perform the following steps: 1 Create a new variable dashboard prompt that creates a Sales Representative presentation .Try selecting other values in the prompt and click Apply to rerun the dashboard prompt. or agent. Click New > Variable Prompt. When part of a column prompt. you define the values that the prompt can have as it is not associated with any specific column. Note: You have already created and used a presentation variable when you added a Narrative view to your analysis. a. Click New > Dashboard Prompt and select Sample Sales as the subject area. The name and value of the presentation variable is determined by the user when it is initially declared or when it is referenced in the analysis. dashboard.

Accept Presentation Variable as the default prompt type. Select All Column Values for Choice List Values. VarSalesRep. Select Choice List for User Input. Enter Sales Representative Name: in the Label text box. enter the same variable that you entered in the Static Text editor. In the text box to the right of the drop-down list for the prompt type. The dialog box should look like this: 158 . f. d. c. e. g.The New Prompt dialog box appears.

in the Select Column dialog box. Click Select Column and. select Sales Person > E1 Sales Rep Name.h. 159 .

i. The dialog box should look like this: 160 . Click OK.

Expand the Options section and select Specific Value from the "Default selection" dropdown list. select Angela Richards. In the Select Values dialog box. Click the Select Values icon ( ).j. k. 161 .

Click OK. The New Prompt dialog box should look like this: 162 .l.

o.m. n. Save the prompt as SalesRep Variable Prompt in your Regional Revenue folder. p. Click the Preview icon ( ) to preview the prompt. 163 . Close the Preview window. Click OK.

The Criteria tabbed page should look like this: c. Add ascending column sorts in this sequence: C50 Region.2 Create an analysis that uses the VarSalesRep presentation variable in a Static Text view and in . instructions. a filter. Java applets. A Static Text view adds static text in the results. ActiveX objects. graphics. in the results. and E1 Sales Rep Name. and so on. a. Select New View > Other Views > Static Text. d. descriptions. 164 . links. Select the Results tabbed page. tickers. You can use HTML to add banners. C52 Country Name. 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.

Move the Static Text view above the Table view. g. f. The syntax for referencing a Presentation variable is as follows: @{variables.e.variablename}[format]{defaultvalue} or @{scope. reference the VarSalesRep variable. Click the Edit View icon on the Static Text view. Enter the following syntax in the Static Text pane: This analysis is for the Sales Rep @{VarSalesRep}. In the Static Text editor.variables['variablename']} Where: variablename is the name of the presentation or request variable 165 .

dashboard pages. and dashboards. indicating a value to be used if the variable referenced by variablename is not populated scope identifies the qualifiers for the variable. Examples: @{variables.MyFavoriteRegion}{EASTERN REGION} or @{dashboard. MM/DD/YY hh:mm:ss.variables['MyFavoriteRegion']} Note that your entry is previewed below the Static Text text box: h. You need to specify the scope when a variable is used at multiple levels (analyses. and dashboards) and you want to access a specific value.) defaultvalue (optional) is a constant or variable reference. for example #. dashboard pages. Click Done and save your analysis as Sales Reps by Region and Country. Your analysis should look like this: 166 . (If you do not specify the scope. (Note that the format is not applied to the default value.format (optional) is a format mask dependent upon the data type of the variable. ##0. then the order of precedence is analyses.

In the New Filter dialog box.i. Notice that you can also 167 . ) and select "Sales Person ". click Add More Options and select Presentation Variable. In the Filters pane. Select the Criteria tabbed page. VarSalesRep."E1 k. In the Variable Expr field. j. click the Create a Filter icon ( Sales Rep Name ". enter the variable name. l.

168 . . m. 3 Add the analysis and the variable prompt to the Customer Detail dashboard.specify a default for the variable. The filter should look like this: n. Because of this. o. Save the analysis. no results from the analysis meet the filter requirement. which is set to default to "Angela Richards". Click OK. Because the variable dashboard prompt has not been run. but in this case the default is driven by the variable prompt. the VarSalesRep presentation variable has not been populated with a value. Select the Results tabbed page.

Add a new column to the left of Column 1.a. and then navigate to the Sales Reps by Region and Country analysis and drag it to the new column. b. Navigate to SalesRep Variable Prompt and drag the prompt above the Sales Reps by Region 169 . Select Dashboards > Customer Detail. then click Page Options > Edit Dashboard. c.

and Country analysis. d. ) for the second section to 170 . Save the dashboard and run it. Click the Collapse icon ( minimize it.

Click the drop-down list for the dashboard prompt. e. each time you select a value in the variable prompt. the value of the presentation variable is set to that value. and click Apply. Angela Richards. which in turn appears in the Static Text view as expected and is used to filter the embedded analysis results. select Edelberto Mandini.The dashboard runs and the variable dashboard prompt is preset to the default value. The presentation variable appears with Edelberto Mandini. The value of a presentation variable is populated by the variable prompt. 171 . That is.

Summary In this tutorial. 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 Create a dashboard Create a dashboard prompt Create a variable prompt for a presentation variable Resources 172 . you should have learned how to:        Create analyses. add graphs.

To learn more about Oracle BI Enterprise Edition and Oracle BI Server Administration. 173 . refer to additional OBEs in the OLL.

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