Scenario: Building Dashboards in Oracle Business Intelligence Enterprise Edition (OBIEE) Assumption: (A User has a valid User ID and password already configured).

Log in to the OBIEE Application by entering the correct User ID and Password.




O L Once we Login, we get the ‘My Dashboard’ which would appear as shown below: .B Click the Answers Link at the top right corner 8 8 S P P A E L C









Sample Report:

g Organisation Name. The Dimensions and Measures appear on the left hand side titled ‘Columns’ O R A C L A E P S P 8 . The Subject Area lists the attributes.B 8 L O G S P O T . which can be viewed in the Report. Step 1: Select the Subject Area on which the report has to be generated.C O M Step 2: Select the Configuration Criteria for the Report.g Total Funding Amount etc).com/ In the following example. a report is generated for the D711 . In the present example.eBS ESAS (India SSI Only) 09B Organisation for the Fiscal year 2009.) and Facts or Measures (e. This consists of Dimensions (e. Select the required columns from the Columns pane on the left.http://oracleapps88.blogspot. Project Funding Subject Area is selected. . Project Name Project Status etc.

O R A C L A E P S P 8 . In the current example. In this example we create the following filters: . Project Name and Project Status 4) Measures: Total Funding Amount Step 3: The screenshot below shows all the columns that have been included in the Report. the following columns are selected: 1) Project 2) Time Project Organisation: Organisation Name Fiscal: Fiscal Year Long Name 3) Project: Project Number.blogspot.B 8 L O G S P O T .C O M Step 4: Create Filters on appropriate columns to restrict the number of records that are displayed in Results.

C O M . If Project Functional Currency is selected then the Measures will be in the respective G S P O T .09B’. The screenshot below shows how to configure a filter for the Organization Name column with a 8 value ‘D711 . The ‘Exchange Rate Type’ can be either defaulted to Constant Dollar Rate .eBS ESAS (India SSI Only) . If Constant Dollar Rate . In absence of this filter. Euros. Australian Dollars (AUD) etc.FY 09 or Project Functional Organisation Name = D711 . S P 1) Click the Filter icon P for the column Organization Name A E L C A constant US Dollars ($). Great Britain Pound (GBP).eBS ESAS (India SSI Only) 8 .blogspot. B .09B Fiscal Year Long Name = FY2009 Exchange Rate Type = Constant Dollar Rate – FY09 Project Status = ACTIVE IMPORTANT For all reports in this scanario. Filter for the Exchange Rate Type column must be clearly defined.http://oracleapps88. the report results will be incorrect.FY 09 is selected then the Measures will be displayed in O R O L functional currency eg.

B 8 L O G S P O T .blogspot. 3) Select the required choice from the right side to populate the Value field. In this example we have selected ‘D711 . . 2) The Create/Edit Filter window opens.C O M Step 5: The screenshot below shows the report Criteria once all the filters have been configured. O R A C L A E P S P 8 . Search for the required Column value on the right pane of the window.eBS ESAS (India SSI Only) 09B’.

G S P O T .com/ Note: To include a filter for a column that is not present as part of the report we need to press O R O L Step 6: To view the result click on the Display Results button (By default the report is displayed B .C O M . By default the Compound Layout contains Title and Table view. Step 7: To change the way the Report appears the View needs to be modified. in the Compound Layout view.) 8 8 S P P A E L C A CTRL and then click on the desired column in Columns pane.http://oracleapps88. The Compound Layout as the name suggests combines more than one view.blogspot.

.B 8 L O G S P O T .com/ The most commonly used Views are given below: 1. Pivot Table: O R A C L A E P S P 8 . In the above screenshot the Fiscal Year Long Name has been placed in the columns section.http://oracleapps88.blogspot.C O M We can place the attributes in either Rows or Columns based on how the User desires.

com/ It is possible to drill on values in the Report to greater level of detail. In this case if we click on FY2009 we will get how the Total Funding Amount is distributed over the 4 Quarters Grand Totals can be added in the Report by clicking O R A C L A E P S P 8 .B 8 L O G .blogspot. S P O T .http://oracleapps88.C O M .

http://oracleapps88.blogspot.C O M In the table view. only the order of the columns can be changed in the Report. In addition to the drill and Grand Totals available in Pivot Table. 2. in Table View Properties ( ). the Table view allows sorting by Column Heading. To enable this we need to tick the checkbox: Enable column sorting in Dashboards. Table O R A C L A E P S P 8 .com/ If any column needs to be excluded in the report then that column needs to be dragged to Excluded section. 3. Filters: .B 8 L O G S P O T .

C O M The Chart View generally gives a pictorial repsentation of data in the Reports.blogspot.http://oracleapps88.B 8 L O G S P O T . 4. In the above screenshot the Total Funding Amount has been plotted against the Project Name. . Chart: O R A C L A E P S P 8 .com/ The filter view gives the list of filters that have been added in the Report. The Chart can be plotted for any of the columns included in the Criteria of the Report.

Note: There are a large number of Views available. L A E P S P 8 . depending on the User’s requirement. The User can save the Report in an appropriate folder. Step 8: Saving the Report Click on the icon the Report.blogspot. Width and Height of the Chart etc) by clicking on Properties . Type and Style. which can be included in the Report. We can modify the way the chart appears by selecting appropriate values for Graph. (shown below) located at the top-right corner of the page to save O R A C The Save Request Window opens.g Chart Name. We can modify the properties of the Chart (e.B 8 L O G S P O T . we save the Report under My Folders as Organization Report shown in the screenshot below.C O M . In this case.

Select the subject area that contains the column to use as the filter. .com/ Sample Dashboard Prompt Steps to create a Dashboard Prompt Step 1: A dashboard prompt is a special kind of filter that filters requests embedded in a dashboard. and then click on New Dashboard Prompt… O R A C Project Funding as the Subject Area. In this case we select L A E P S P 8 . Click the Answers link to navigate to the start page in Oracle BI Answers.http://oracleapps88.C O M in the Left Pane.blogspot.B 8 L O G S P O T .

L O G S P O T . click the Delete button for that column. the prompt.C O M We can change the way the column gets displayed in the Dashboard by entering an appropriate value in Label. You can add multiple columns to a dashboard prompt.http://oracleapps88. In this case we are setting the 8to FY2009. default for Fiscal Year Long Name S P P A E L C Select the Operator and Control type for the columns that have been added. To remove a column from O R A B . We can also default the value for a particular 8 column. click it in the selection To select a column to use as a filter in the dashboard prompt. .

C O M In this case we add the following columns in the prompts. renamed as Fiscal Year and default set to ‘FY2009’. then Fiscal Month will show only those months in Quarter Q2. Fiscal Quarter. Result: O R A C L A E P S P 8 . .com/ We can constraint columns by checking Constrain in the prompt. For e.blogspot.B 8 L O G S P O T .g if we select Fiscal Quarter = Q2 and if Fiscal Month is constrained. Fiscal Month Name renamed as Fiscal Month. Constrained columns will be constrained by all other columns in the prompt. Fiscal Year Long Name. 1. 2. 3.http://oracleapps88.

Click on the icon (shown below) located at the top-right corner of the page to save the Dashboard Prompt. Project Status.C O M The Group check-box is ticked for at Project Number to ensure that Project Step 2: Saving the Dashboard prompt. P A E 8 . Note: O R A C L S P Number appears in the next line in the dashboard prompt. 5. Exchange Rate Type with default set ‘Constant Dollar Rate . Project 4.blogspot. with Contol set to Multi-Select and default set to ‘ACTIVE’. 6.http://oracleapps88.B 8 L O G S P O T .FY09’. . with Contol set to Multi-Select.

.B 8 L O G S P O T .C O M This operator is required for columns included in dashboard prompts where no prefiltered values are desired. In this case. we save the Report under My Folders as ‘Dashboard Prompt’ shown in the screenshot The User can save the prompt in an appropriate folder.blogspot.http://oracleapps88. IMPORTANT: O R A S When we use Dashboard Prompts we have to ensure that the Columns in the Report are P P set to ‘is prompted’ . A E L C 8 .

Fiscal Quarter and Fiscal Month and set them also to ‘is prompted’.com/ Note that we add 2 more filters.C O M .B 8 L O G S P O T . In this case the Dashboard Prompt and the Report are added to ‘My Dashboard’ O R A C L A E P S P 8 .blogspot.http://oracleapps88. If the Dashboard Page is empty is will appear as shown below. The final Report with all the filters added is shown below: Creating a Dashboard Click on Dashboard at the top right corner of the page to view the Dashboard Page.

C O M Click Save to return to the Dashboard page. O R A C L A E P S P 8 .B 8 L O G S P O T . Click ‘here’ and we will be able to add the Dashboard prompt and the Report to different sections of the page.blogspot.http://oracleapps88. Add to Briefing Book. To add certain features to the Report we click on Report Links… check the box for Refresh. Drag and drop the ‘Dashboard Prompt’ and ‘Organization Report’ to different sections of the Dashboard page. Printer Friendly. .

B 8 L O G S P O T .C O M .com/ The Dashboard page that appears is shown below: O R A C L A E P S P 8 .http://oracleapps88.blogspot.

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