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Module 2: Exploring OBIEE User Interfaces

Lab 2-1 Creating Analysis in OBIEE Answers


Goals Scenario Outcome Time To create analysis. You need to extract data from the Paint Subject Area. You will have saved analysis that return OBIEE data. 15 30 minutes

Instructions:
1. Start OBIEE Web a. Open a Browser Window and type in http://localhost:9704/analytics/saw.dll? Dashboard b. Enter the following information to log in:
User ID Password weblogic weblogic

c. Click Log In. 2. Click on Create section link for Analysis (left side of the screen) to navigate to the OBIEE Answers start page. 3. There will be a pop up window to choose Subject Areas section, click Sample Sales Lite The Sample Sales Lite subject area appears in the left selection pane. 4. Expand the Time dimension to display the columns. 5. Click on Per Name Year 6. Under Product Table click on Product column

Matherpoint Inc

Using OBIEE

Module 2: Exploring OBIEE Analytics User Interfaces

a. Scroll down to the Base Facts Group of columns expand it b. Choose Revenue Measure 7. Review the results of the request you just created. a. In the top left pane, click the Results tab b. Notice the results appear in a table format. This is the default. c. Scroll down and click the Next Page button to view the next set of rows in the table. d. Click the All Pages button to view all the rows in the table. e. How many rows of data are in the table for this request? ____________________ 8. Save the request in a new folder. a. Click the Save Analysis (Floppy button on top right corner) button. The Choose Folder window opens. b. Click the New Folder sign button next to the folder name. The New Folder window opens. c. Name the new folder by typing My Reports in the Caption field. d. Click OK. A new folder is created in My Folders. e. Click the My Reportss folder (make sure the folder is open and My Folders : My Reports is filled in for Folder ). f. In the Name field, type Yearly Sales Report. g. Click OK. h. The request is saved in the My Reports folder in the My Folders section of the catalog. 9. View the saved request in the catalog. a. Click the Open link on the top bar b. In the Recent section, select the report you just saved. c. Click on the hyperlink for Yearly Sales Report. Report opens in View results tab. d. Click the Criteria tab. 10. Modify the request to sort data by Per Name Year in Ascending Order, then Product in descending order.

Matherpoint Inc

Module 2: Exploring OBIEE User Interfaces

a. Click on the Per Name Year drop down list and pick Sort and choose Sort Ascending. The icon changes to the Order Ascending icon. b. Click on Product column drop down box and pick Sort and then choose Sort Descending. The icon changes to the Order Descending icon with a 2. NOTE: The 2 on the icon indicates that this is a secondary sort. In this case, the Per Name Year column represents the primary sort. 11. Click the Results tab to verify the sort. 12. Remove sorting by clicking the column drop down box and then choose Sort then Clear Sort on All Columns. 13. Format Revenue column to appear as dollar amounts with decimal points. a. Click the Criteria tab. b. Click the drop down box on Revenue column and choose Column Properties. The Column Properties window opens. c. Check the Override Default Data Format check box in the Data Format tab. d. Select Currency from the Treat Numbers As drop-down list. e. Select $ from the Currency Symbol drop-down list. NOTE: The formatting is already configured by the developers to show up as Dollars with $. f. Select 2 from the Digits drop-down list. Digits represent the numbers after the decimal. g. Click the Use 1000s Separator checkbox. h. Click OK. 14. Click the Results tab to verify the formatting. 15. Center the alignment of the Per Name Year column. a. Click the Criteria tab. b. Click the drop down list on Per Name Year column and choose column properties. The Column Properties window opens. c. Click the Style tab. d. Select Center from the Horizontal Alignment field drop-down list. e. Click OK.
Matherpoint Inc Using OBIEE 3

Module 2: Exploring OBIEE Analytics User Interfaces

16. Click the Results tab to view the alignment change. 17. Return the Per Name Year column settings back to the defaults and check the results. 18. Modify the Revenue column heading. a. Click the Criteria tab. b. Click the drop down box on Revenue column and choose Column properties.. c. Click the Column Format tab. d. Select the Custom Headings check box. e. Type Dollars in the Column Heading field. f. Click OK. 19. Navigate to the Criteria tab and then the Results tab and verify that the new name is displayed in both places. 20. Change the Dollars column name back to the original name (Revenue). a. Click the Criteria tab. b. Click the drop down box and choose column properties icon. c. Click the Column Format tab. d. Clear the Custom Headings check box. e. Click OK. f. Verify that the name has changed. 21. Set up conditional formatting on the Revenue column. a. Click the Criteria tab. b. Click the drop down box On Revenue column and choose Column properties. c. Click the Conditional Formatting tab. i. Click the Add Condition button. ii. Select Revenue from the drop-down list. The Create/Edit Filter window opens. iii. Select is greater than from the Operator drop-down list. iv. Enter 100000 in the Value field. v. Click OK. The Edit Format window opens. vi. Click the Color button.
4 Matherpoint Inc

Module 2: Exploring OBIEE User Interfaces

vii. Select green from the color selector and click OK. viii. Select Bold from the Style drop-down list. ix. Click OK. d. Repeat the process and create the following conditional formatting:
Criteria Dollars Operator/Value is Less than or equal to 100000 Color Red Style Bold

e. Click OK to close the Column Properties window when you are finished. f. Click the Results tab to view the conditional formatting. g. Save this request as a new request in your My Reports folder. Name the request Formatted Yearly Sales Report.

Matherpoint Inc

Using OBIEE

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