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

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

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

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

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

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

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

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

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

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. 13 .Therefore. (Named filters can also be created from the global header. 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. an inline filter cannot be reused by other analyses or dashboards. like this: ) in the Filters pane and b. You can create a filter by hovering over the specific column's toolbar icon ( Filter.) a. Click the Criteria tabbed page.

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

b. 46 . The Graph Data area allows you to choose a style for specific types of graphs. 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. For example. Click the Background drop-down list and select a light blue color from the Color Selector and click OK. Click the Style drop-down list for Graph Data and select Gradient.

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

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

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

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

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

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

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

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

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

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

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

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

59 .The Column Properties dialog box appears.

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

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

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

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

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

65 .The duplicated Revenue column appears.

66 . .10 a. b. 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. name the new column % Revenue and click OK.

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

The Pivot Table editor looks like this: 68 .

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

90 .

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

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

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

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

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

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

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

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

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

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

Then delete the Column Selector view from the Compound Layout Add a Graph view . 5 . the default. in that it holds other views which have been selected in the editor for display. 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. Before you add the View Selector view however.Vertical Bar graph These changes will allow you to showcase the analytic data-driven views. Regional Revenue should look like this: 104 . a. do the following:    Delete the Title view from the Compound Layout Set the Column Selector to display the C50 Region column. Save the analysis. Add the View Selector view.c.

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

5 a. level. Report links can be set at the dashboard. or analysis level (click the properties icon for the specific analysis within the Dashboard Builder and then select Report Links). dashboard page (click Page Options> Page Report Links). b. Click the the Edit icon for Dashboard Report Links to set the report links at the dashboard . Select the checkboxes as indicated in the image below: 125 .

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

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

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

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

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

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

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

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

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

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

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.

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

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

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

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

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

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

column sorts. and section expansion and collapse. By saving customizations. prompts. Create a personal. Click Page Options > Save Current Customizations. a.Saving a Customized Dashboard and Setting Preferences To save a customized dashboard and set preferences. you do not need to make these choices manually each time that you access the dashboard page. Saved customizations allow you to save and view dashboard pages in their current state with your most frequently used or favorite choices for items such as filters. customized view of your dashboard page. drills in analyses. perform the following steps: 1 . 143 .

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

Summary In this tutorial. you should have learned how to:        Create analyses. 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 . 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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