Dashboarding and Reporting with

Oracle BI Enterprise Edition
April 2009

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

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

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Oracle s Enterprise Performance Management System 3 .

Custom Apps Files Excel XML Business Process 4 . Siebel.Oracle BI Enterprise Edition Plus Architecture Interactive Dashboards Reporting & Publishing Ad-hoc Analysis Proactive Detection and Alerts Disconnected Analytics SmartView Simplified Business Model and Abstraction Layer Oracle BI Server Intelligent Caching Services Multidimensional Calculation and Integration Engine Intelligent Request Generation and Optimized Data Access Services OLTP & ODS Systems Data Warehouse Data Mart OLAP SAP. Oracle PeopleSoft.

or role based on predefined security rules. The dashboard would provide you with information filtered and personalized to your identity. 5 . function. thus saving you the trouble of sifting through volumes of data to find them yourself. In addition.Oracle BI Enterprise Edition Plus Components Oracle BI Interactive Dashboards Provides fully interactive dashboards where scorecards/analyses build using Oracle BI Answers can be published along with a rich variety of visualizations. Alerts can be defined which would call your attention to specific anomalies or exceptions you would like to investigate immediately.

using a rich variety of visual indicators. through the means of the conditional formatting feature. hierarchies can be built which enable guided drill downs from summary to progressive levels of detail. 6 . With this tool you can create new analyses from scratch or modify existing analyses using just a few Clicks & Drags. Exceptions can be automatically highlighted. In addition.Oracle BI Enterprise Edition Plus Components Oracle BI Answers This is an ad hoc query and analysis tool.

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

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

government forms etc.Oracle BI Enterprise Edition Plus Components Oracle BI Publisher This tools allows you to create Pixel Perfect reports. 9 . Users can work with familiar tools such as Microsoft Word or Adobe Acrobat for report layouts to create the formats. and documents such as checks.

analysis and input Maintains confidentiality of information 10 .Key functionalities Support for unstructured data Multi-dimensional OLAP capability Drill to transaction capability Proactive alerts MSOffice integration Role based security Benefits Single portal for enterprise wide information dissemination Enables user to quickly zero in on problem areas Enables automatic delivery of critical information Enables use of MSOffice tools as the interface for query.

Session I Oracle BI Answers 11 .

OBIEE Login Credentials URL : User ID : Password : 12 .

Login Login 13 .

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

15 .Oracle BI Answers Select the Sales History subject area by clicking the SH link in the Subject Areas list.

Expand the Calendar table and click the Calendar Month Desc column to add it to your query criteria. 16 . which appears in the right pane. click the Plus icon next to Times to expand it.Oracle BI Answers In the left-hand selection pane of the Answers interface.

add the Prod Category column.Oracle BI Answers Click the Calendar Month Name column to add it to your query. Your query should look like this: 17 . From the Products table. Finally. add Measures > Sales Facts > Amount Sold (000).

Drag the Prod Category column in front of the columns from the Calendar table in your query. Your query criteria should look like this: 18 .Oracle BI Answers You can reorder the columns in your query by clicking and dragging them.

Under Filters in the left-hand selection pane. This filter has been created and saved in a shared folder so that it can be used by other users. 19 .Oracle BI Answers Add a saved filter to the query to limit the data to the last 12 months (based on the SH data. this will cover from January to December 2001). expand the SH folder and click the Most Recent 12 Months. which has been created in the Oracle BI repository metadata to ensure that it is synchronized with the data. The filter uses a variable defined as the value of the maximum month ID. The Apply Saved Filter dialog box is displayed.

Oracle BI Answers Click OK in the Apply Saved Filter dialog box to add the filter to your query. 20 .

Oracle BI Answers To add a filter for the direct channel. 21 . 2. using the selection pane. In the criteria pane. Click the Criteria tabs. add Channels > Channel Desc to your query criteria. click the Filter button on the Channel Desc column to add a filter on that column. perform the following steps: 1.

click the All Choices link to display all values for the column.Oracle BI Answers 3. 22 . In the Create/Edit Filter dialog box.

Verify that the Operator for the filter is set to "is equal to / is in" and then click the Direct Sales value in the list of choices. 5. You are filtering on the channel. 23 .Oracle BI Answers 4. but you don't need the column in your query. Click OK to create the filter. Click the Delete button (with and X) on the Channel Desc column to delete it from the criteria. Direct Sales is added as a value in the filter.

Oracle BI Answers 6. Your query criteria should look like this: 24 .

Click the Results tab to view the results of your query. 25 .Oracle BI Answers 7.

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

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

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

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

In the Display drop-down menu.Oracle BI Answers 4. 30 . select Results Only to eliminate the Header Toolbars.

Verify that the grand total that you set for the results is present.Oracle BI Answers 5. 31 . Scroll down to the bottom of the Results pane and click the All Pages button to navigate to the end of your results.

In the Display drop-down menu. select Header Toolbars with Results to access the Header Toolbars.Oracle BI Answers 6. 32 .

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

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

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

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

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perform the following steps: 1. 36 . Pick Chart in the View menu.Oracle BI Answers To create a chart. By default charts are displayed as a Vertical Bar graph.

Select Line from the Graph drop-down menu and 2D from the Type drop-down menu.Oracle BI Answers 2. 37 .

Click the Redraw button at the bottom to confirm the change. 38 .Oracle BI Answers 3. select Prod Category create a separate line in the chart for each product category. Under the Legends icon in the column area of the left side of the Chart view.

In the Bottom tab. 39 . In the Left tab of the Axis Titles & Labels dialog box.Oracle BI Answers 4. select Custom Title and change the custom title to Amount Sold. Click the Axis Titles and Labels icon. change the custom title to Calendar Month.

you can set overrides for the default data format on measures. For example. In addition. Your chart should look like this: 40 . Click OK. similarly to the modification you made to the amount sold column in the steps above. you can toggle whether scale labels are displayed on the axes and set orientation guidelines for your labels.Oracle BI Answers 5. Explore some of the other options in the Axis Titles & Labels dialog box.

enter Sales Last 12 Months as the chart title. select Custom Title. 41 .Oracle BI Answers 6. In the General dialog box. and click OK. Click the General Chart Properties icon.

In the Additional Charting Options dialog box. Click the color box for Background Color and. in the Color Selector dialog box.Oracle BI Answers 7. 42 . select light gray from the palette and click OK. click the Borders & Colors tab and set the background color to light gray. Click the Additional Charting Options icon.

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

Oracle BI Answers Your chart should look like this: 44 .

Click the Criteria tab and add the Measures > Sales Facts Current Month > Amount Sold (000) Current Month column to your query.Oracle BI Answers 9. Sort the legend by sorting the data. The arrow points down to indicate a descending sort. 45 . and the number 2 is displayed to indicate a secondary sort. The arrow points up to indicate an ascending sort. c. Click the Order By button in the Amount Sold (000) Current Month column twice. You want to sort by month in ascending order and then by sales in the last month in descending order: a. Click the Order By button in the Calendar Month Desc column. b.

46 .Oracle BI Answers 10. Click the Results tab to verify that your sort has been applied to the legend in your chart. The legend is sorted to match the order of the lines in the last month.

Select Compound Layout from the View drop-down menu. 47 .Oracle BI Answers 11.

Click the Add View link and select Chart to add the Chart view to the Compound Layout view.Oracle BI Answers 12. 48 .

A yellow line will appear when you have a valid insertion point.Oracle BI Answers 13. Scroll to the bottom of the Compound Layout view and drag the Chart view above the Table view in the Compound Layout. 49 .

Oracle BI Answers 14.Click the Save Request icon. 15. In the Choose Folder dialog box. click Shared Folders. 50 . In the Create Folder In Shared Folders dialog box. Click the Delete View icon in the Title view to delete it from the Compound Layout. enter Learn and click OK. then click the Create Folder button.

Oracle BI Answers 16. click the Learn folder. In the Save Request dialog box. 51 . Enter Category Sales as the name and click OK.

This opens the Pivot Table Layout page. Pick Pivot Table in the View menu. perform the following steps: 1.Oracle BI Answers To create and set the basic layout for a pivot table. 52 .

Measure labels for the measures in your query appear in blue as columns in the pivot table.Oracle BI Answers 2. The measures are displayed at the intersection of the rows and columns. Row headings for the dimensional attributes in your query are displayed in grey as rows by default. 53 . Examine the default pivot table that's created and displayed below the layout controls.

4. This option displays the results of any layout modifications you make as you work in the Pivot Table layout. you will only view your results periodically.Oracle BI Answers 3. 54 . When you see a blue line appear around the control. you have a valid insertion point and can drop the column. To speed performance. Deselect the Display Results option. Drag the Amount Sold (000) Current Month column from the Measures area to the Excluded area in your layout controls.

When you see a blue line appear. Drag the Calendar Month Desc column below the Measure Labels in the Columns area in your layout controls. you have a valid insertion point and can drop the column. 55 .Oracle BI Answers 5.

Click the Display Results link to verify your changes in the pivot table.Oracle BI Answers 6. 56 . Drag the Calendar Month Name column below the Calendar Month Description in the Columns area in your layout controls.

57 .Oracle BI Answers Your pivot table should look like this: Deselect the Display Results link.

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

Oracle BI Answers 2. 59 . Click the More Options icon in the duplicated measure and select Format Headings.

Oracle BI Answers 3. 60 . change the caption to % of Period and click OK. Also note the other formatting options available in the dialog box. In the Edit Format dialog box.

This setting means that the measure will be displayed as a percentage of the column. 61 . Click the More Options icon in the duplicated measure and select Show Data As > Percent of Column. Note the other options that are available. You can also set alternate aggregation rules for the measure using the Aggregation Rule option (the default is Sum). you can present a measure as a percentage of the total amount for any dimension present in the pivot table layout. for example a row or a section.Oracle BI Answers 4. which is Month.

62 . Note that you have formatting options available for the total row labels as well as values.Oracle BI Answers 5. click the Total icon in the Rows layout control and select After. To total the values of the rows in each column.

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

Oracle BI Answers 7. Click the click the More Options icon in the Calendar Month Desc column and select Hidden. 64 .

Oracle BI Answers 8. To show both measures together within each calendar month. 65 . drag Measure Labels under Calendar Month Name in the Columns layout control.

66 . 10. Effective use of these would require additional attributes.Oracle BI Answers 9. by temporarily dragging Prod Category to section and then page. Experiment. if you want. Your pivot table should look like this: Note that there are section and page levels of the pivot table that we have not used in this example. Click the Display Results link. Save the request by clicking the Save Request icon.

Click Answers to navigate to the Answers start page. You want a query to detail what happened in the most recent month. perform the following steps: 1. 67 . pointing out all product categories where sales are less than the previous month.Oracle BI Answers To create a Narrative View. and select the Sales History subject area by clicking the SH link in the Subject Areas list.

In the left-hand selection pane of the Answers interface. 68 . expand the Products table and click the Prod Category column to add it to your query criteria.Oracle BI Answers 2.

Oracle BI Answers 3. Add Measures > Month Ago Facts> % Chg Amount Sold MAgo to your query . Your query should look like this: 69 .

70 .Oracle BI Answers 4. The filter uses a maximum month variable defined in the Oracle BI repository metadata to ensure that it is synchronized with the data. This filter has been created and saved in a shared folder so that it can be used by other users. Under Filters in the left-hand selection pane. Click OK. Add a saved filter to the query to limit the data to the current calendar month. expand the SH folder and click the Current Calendar Month filter.

In the criteria pane. 71 . click the Filter button on the % Chg Amount Sold MAgo column to add a filter on that column. perform the following steps: 1.Oracle BI Answers To add a filter for the percent change in the amount sold.

In the Create/Edit Filter dialog box. and enter 0 as the value. 72 . then click OK. select the is less than operator.Oracle BI Answers 2.

Your filters should look like this: 73 .Oracle BI Answers The filter is added to the existing saved filter you used earlier.

Your results should look like this: 74 . Click the Display Results button to view the results of your query.Oracle BI Answers 3.

75 . Select Narrative from the View drop-down menu.Oracle BI Answers 4.

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

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

Your results should look like this:

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

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Oracle BI Answers 5. In the No Results view workspace. Your results should look like this: 79 . Enter All categories had positive sales results compared with the previous month as text. enter No categories declined this month! as the headline.

select the Learn folder and save the request as Narrative and No Results Views. 80 . Click the Save Request icon. In the Choose Folder dialog box.Oracle BI Answers 6.

Click the Answers link and open the first query you saved. In the selection pane. perform the following steps: 1. 81 . click Shared Folders > Learn > Category Sales.Oracle BI Answers To create a Column Selector.

82 . Click the Modify button.Oracle BI Answers 2.

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

Select the Include Selector option in Column 3.Oracle BI Answers 4. 84 . currently Prod Category.

click the following columns to make them available in the Column Selector: Customers. Country Region. Channel Desc. Country. and Channels.Oracle BI Answers 5. Customers. In the selection pane. Your Column Selector in the results pane should look like this: 85 .

Select Compound Layout from the View drop-down menu. 86 .Oracle BI Answers 6.

Click the Add View link and select Column Selector to add the Column Selector view to the Compound Layout view.Oracle BI Answers 7. 87 .

Scroll to the bottom of the Compound Layout and drag the Column Selector view above both Table and Chart views.Oracle BI Answers 8. 88 .

In the Column Selector. 89 .Oracle BI Answers 9. select Country.

Oracle BI Answers 10. Your Compound Layout view should look like this: 90 .

Using the Views menu. navigate to the Chart view. 91 .Duplicate the existing chart: a. perform the following steps: 1.Oracle BI Answers To create a View Selector.

Click the Menu icon and select Duplicate View. 92 .Oracle BI Answers b.

Oracle BI Answers You should now have a new view. Chart:2: 93 .

In the Type drop-down menu.Oracle BI Answers c. 94 . select 3D.

Select View Selector from the View drop-down menu. 95 .Oracle BI Answers 2.

In the View Selector design workspace.Oracle BI Answers 3. 96 . Chart:2. and Pivot Table in the Available Views field. using CTRL + Click to select multiple views. select Chart.

97 .Oracle BI Answers Click the Move Right icon to add them to the Views Included field.

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

Use the Move buttons to arrange the views in the list as follows: 2D Chart.Oracle BI Answers 5.Rename Chart:2 as 3D Chart and Pivot Table as Trend Data. 3D Chart. Trend Data. 99 .

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

Add the View Selector view using the Add View button and drag it above the Table view. 101 .Oracle BI Answers 8.

Oracle BI Answers 9.Select Trend Data from the View Selector. Your chart should now change to the Pivot Table view: 102 .

Session II Oracle BI Interactive Dashboards 103 .

104 .Oracle BI Interactive Dashboards To create an Interactive Dashboard. Click the Settings link and select Administration. perform the following steps: 1.

Oracle BI Interactive Dashboards 2. click the Manage Interactive Dashboards link. The Oracle BI Presentation Services Administration window offers access to many administrative features. including session monitoring and management of user and group privileges across the Oracle BI Presentation Catalog. In the Oracle BI Presentation Services Administration window. 105 .

In the Manage Dashboards window.Oracle BI Interactive Dashboards 3. click Create Dashboard. 106 .

Oracle BI Interactive Dashboards 4. set the Group Folder to CountryManagers. name the dashboard CountryManagers2. Finally. The dashboard inherits the security of the group folder. In the Create Dashboard window. Click Finished again to close the Manage Dashboards window. and click the Finished button . click Close Window to close the Oracle BI Presentation Services Administration screen. 107 .

108 .Oracle BI Interactive Dashboards 5. Click the Dashboards link and then click the CountryManagers2 Interactive Dashboard link to navigate to the new dashboard.

Oracle BI Interactive Dashboards Your new dashboard is empty and should look like this: 109 .

7.Oracle BI Interactive Dashboards 6. 110 . expand the Learn folder you've saved your work in. In the left-hand selection panel. Click the Page Options button in the upper right corner and select Edit Dashboard to open the Dashboard Editor. you can drag saved content from your Presentation Catalog directly into the dashboard. In the Dashboard Editor. Sections are automatically created in the layout to contain the requests and other objects you add to the dashboard.

The layout area is highlighted in blue to indicate that you have a valid insertion point for the object. 111 .Oracle BI Interactive Dashboards Drag the Category Sales request onto the layout workspace.

Oracle BI Interactive Dashboards Your dashboard layout should look like this: Notice that a section was automatically added to contain the request. Sections and columns are containers you can use to control the layout of your dashboards. You could also have dragged a Section object from the Dashboard Objects palette to create the section before dragging content into the section. 112 .

Oracle BI Interactive Dashboards 8. Drag the Narrative and No Results request into Section 1 of the dashboard layout. below the Category Sales request. 113 .

In the Narrative and No Results object.Oracle BI Interactive Dashboards 9. The Compound Layout is the default view. the request will be in the Narrative view. 114 . The No Results view is always displayed if there are no results for the request at runtime. note that the list is limited to views which you've created or worked with for the request. You can select any other view. select Properties > Show View > Narrative 1 to ensure that when the dashboard is presented.

115 . Click Save to save your changes and display the dashboard.Oracle BI Interactive Dashboards 10.

Oracle BI Interactive Dashboards Your dashboard should look like this: 116 .

it will only apply to the table and chart. not the narrative request in the same dashboard. If you select a column in the control. It should look like this: Note that the Column Selector only applies to the request that contains it.Oracle BI Interactive Dashboards Scroll to the bottom of the dashboard to verify that the narrative view appears correctly for the Narrative and No Results embedded request. 117 .

select SH.Oracle BI Interactive Dashboards To create a dashboard prompt that filters on Country Region. 118 . in the drop down Subject Area menu. In the selection pane. click the New Dashboard Prompt icon and. perform the following steps: 1. Click the Answers link.

In the selection pane. Note that you can control several aspects of the prompt. The prompt should look like this: This prompt will filter the Country Region column in any requests which contain it in a dashboard with which it is associated. You can select the type of control users will use to enter their selections in the prompt.Oracle BI Interactive Dashboards 2. 119 . and you can determine what values will be presented in a drop-down list or multi-select control. limiting the available values either through SQL or by constraining the values based on the results of another dashboard prompt. click Customers. Country Region to add it to the prompt.

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

Oracle BI Interactive Dashboards 4. You have created the prompt. the requests must contain filters on the column being prompted. Click the Save icon and save the prompt in the Learn folder as Prompt for Country Region. 121 . but for it to take effect on any embedded requests in a dashboard.

and in the Open dialog box. Click the Open icon.Oracle BI Interactive Dashboards 5. 122 . select the Category Sales request in the Learn folder and click OK.

Oracle BI Interactive Dashboards 6. In the selection pane. In the Create/Edit Filter dialog box. CTRL + click the Customers. Country Region column to add a filter on it. select is prompted as the operator for the filter and click OK. 123 .

Oracle BI Interactive Dashboards Your filters should look like this: 7. the filters on the request should look like this: 124 . When complete. Save the Category Sales Request and. add a filter to the Narrative and No Results Views request and save it. using the same steps.

then click Page Options > Edit Dashboard to open the Dashboard Editor.Oracle BI Interactive Dashboards 8. Click the Dashboards link and navigate to the CountryManagers2 dashboard. 125 .

The area will be highlighted in blue when you have found a valid insertion point. From the left-hand selection panel.Oracle BI Interactive Dashboards 9. expand the Learn folder and drag Prompt for Country Region Category Sales request in Section 1 of the dashboard. 126 .

Oracle BI Interactive Dashboards Your dashboard should look like this: 127 .

Your dashboard should look like this: 128 .Click Save.Oracle BI Interactive Dashboards 10.

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

Click the Results tab and select Filters in the View menu.Oracle BI Interactive Dashboards b. Your results should look like this: 130 .

Oracle BI Interactive Dashboards c. Click the Add View link and select Filters 131 . Using the View menu. navigate to the Compound Layout.

132 .Oracle BI Interactive Dashboards d. Drag the Filters view to the top of the Compound Layout and save the request.

and click Go. Navigate back to the CountryManagers2 dashboard. 133 . select Americas in the Country Region dashboard prompt.Oracle BI Interactive Dashboards e.

Oracle BI Interactive Dashboards f. 134 . Verify that the dashboard prompt has added a filter to the requests on the dashboard for Country Region is equal to Americas.

Navigate to Answers. and click the Modify button. open the Category Sales request. perform the following steps: 1.Oracle BI Interactive Dashboards To use a Presentation variable to populate a title with the name of the selected country region. 135 .

Click the Compound Layout View button. and drag the new Title view to the top of the layout.Oracle BI Interactive Dashboards 2. 136 . add a Title view to the Compound Layout view using the Add View link.

Oracle BI Interactive Dashboards Your Compound Layout should look like this: 137 .

This is a reference to the Presentation variable you are going to create. 138 . Click OK. In the Title field. 4.Oracle BI Interactive Dashboards 3. Click the Edit View icon for the Title view. enter Category Sales Last 12 Months for @{CountryRegion}.

139 . Your results should look like this. whether in a column or a Title view. as the variable has not been defined or populated yet: Click OK to save your changes and return to the Compound Layout view. is @ {VariableName}. if not already present. Add the Title view in the Compound Layout.Oracle BI Interactive Dashboards The syntax for calling a Presentation variable.

Create the variable by designating that it be populated by the Prompt for Country Region. 140 . Click the Open icon and open the Prompt for Country Region.Oracle BI Interactive Dashboards 5.

Oracle BI Interactive Dashboards 6. select Presentation. Request Variables are defined as SessionVariables in the Oracle BI metadata and are instantiated when the user's session begins. Their values for any request can be updated by dashboard prompts. Note that you could also reference a Request Variable. In the Set Variable field of the prompt. 141 .

In the Set Variable text field. 8. you are creating the variable as well as setting it to be populated by the user selection in the Prompt for Country Region. 142 . enter CountryRegion. By entering the name of the variable here. Save the dashboard prompt.Oracle BI Interactive Dashboards 7.

Click the Dashboards link to navigate to the CountryManagers2 dashboard and verify that the Title view appears and that the CountryRegion Presentation variable is not yet populated. 10.Oracle BI Interactive Dashboards 9. Select Asia in the Country Region prompt and click Go. 143 .

Oracle BI Interactive Dashboards 11. Verify that the Prompt for Country Region dashboard prompt is filtering the dashboard and updating the CountryRegion Presentation variable. 144 .

and narratives Use selector views to add interactivity and navigability to requests Build. lay out.By the close of this session you would have learned how to: Create and work with different views. and work with Interactive Dashboards Use dashboard prompts to filter dashboard data and populate Presentation variables 145 . pivot tables. including charts.

Thank You 146 .

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