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Unauthorized reproduction or distribution prohibited Copyright 2015, Oracle and/or its affiliates
Disclaimer
This document contains proprietary information and is protected by copyright and other intellectual property laws. You may copy and
print this document solely for your own use in an Oracle training course. The document may not be modified or altered in any way.
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Authors
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Lisa Alexander, Nitika Sharma
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Technical Contributors and Reviewers an
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Oracle and Java are registered trademarks of Oracle and/or its affiliates. Other names may be trademarks of their respective
owners.
Table of Contents
Unauthorized reproduction or distribution prohibited Copyright 2015, Oracle and/or its affiliates
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o ide 5-1
Practices for Lesson 5: Selecting and Grouping Data for Analyses........................................................
c
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Practices for Lesson 5: Overview.............................................................................................................
u t Gu 5-2
o
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Practice 5-1: Using Selections, Groups, and Calculated Items to Manage Analysis
n....................... 5-3
-g Results
e
a
d
Practice 5-2: Adding Groups and Calculated Items to an Analysis ............................................................
5-13
m Stu
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Practice 5-3: Including Selected Members Based on Family Relationships
5-19
is................................................ 5-26
@
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Practice 5-4: Executing a Direct Database Analysis..................................................................................
a
h.................................................................................
se
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Unauthorized reproduction or distribution prohibited Copyright 2015, Oracle and/or its affiliates
Practices for Lesson 12: Creating Oracle Business Intelligence Dashboards ........................................ 12-1
Practices for Lesson 12: Overview ........................................................................................................... 12-2
Practice 12-1: Adding Content and Pages to a Dashboard ....................................................................... 12-3
Practices for Lesson 13: Configuring Oracle Business Intelligence Dashboards................................... 13-1
Practices for Lesson 13: Overview ........................................................................................................... 13-2
Practice 13-1: Embedding Content in a Dashboard .................................................................................. 13-3
Practices for Lesson 14: Creating Dashboard Prompts and Variables ................................................... 14-1
Practices for Lesson 14: Overview ........................................................................................................... 14-2
Practice 14-1: Overview .......................................................................................................................... 14-3
Practices for Lesson 15: Integrating BI Content with MS Office.............................................................. 15-1
Practices for Lesson 15: Overview ........................................................................................................... 15-2
Practice 15-1: Setting Up Smart View ...................................................................................................... 15-3
Practice 15-2: Inserting Views into Smart View Clients ............................................................................. 15-7
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Practices for Lesson 17: Oracle Business Intelligence Mobile................................................................
17-1
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Practices for Lesson 17: Oracle Business Intelligence Mobile ...................................................................
17-2
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Practices for Lesson 18: Creating Mobile Applications with
Oracle
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Designer ....................................................................................................................................................
18-1
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Practice 20-1: Administering Presentation Catalog Objects and Managing Permissions with Users and Roles
.............................................................................................................................................................. 20-3
Practice 20-2: Working with Oracle BI Briefing Books ............................................................................... 20-15
Practice 20-3: Working with Favorites ...................................................................................................... 20-21
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Unauthorized reproduction or distribution prohibited Copyright 2015, Oracle and/or its affiliates
In this practice, you explore the Oracle Business Intelligence user interface.
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Unauthorized reproduction or distribution prohibited Copyright 2015, Oracle and/or its affiliates
In this practice, you gain familiarity with the main elements of the Oracle Business Intelligence
Enterprise Edition user interface.
Scenario
Log in to Oracle BI Presentation Services, navigate to the Home page, and explore the search
capabilities and the Global Header options to become familiar with common Oracle BI tools,
options, objects, and editors.
Time
1015 minutes
Task
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Starting Oracle Business Intelligence Presentation
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1. Sign in to Oracle BI EE:
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using the following format:
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thea
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BInAdministrator
privileges, as provided by your instructor. (The default BI administrator
nois the weblogic user and the password is welcome1.)
After logging in to Oracle Business Intelligence Enterprise Edition (Oracle BI EE), you see either
a personal dashboard or the Home page (depending on how your preferences are set). The
Home page is a task-oriented centralized page that combines with the Global Header to provide
access to Oracle BI EE objects and their editors (required by report and dashboard developers).
In this practice, you explore the Home page and Global Header to familiarize yourself with the
multiple approaches for navigating to the areas of Oracle BI EE that support your work.
c.
Unauthorized reproduction or distribution prohibited Copyright 2015, Oracle and/or its affiliates
2.
In the left pane of the Home page, notice the Create section, which provides quick access
to editors for many Oracle Business Intelligence object types. When you create an object,
the appropriate editor is launched so that you can quickly begin creating and working with
objects. You learn more about using the Create section to create objects in subsequent
practices.
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Browsing Oracle BI Objects in the Presentation Catalog
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deBrowse Oracle BI
1. In the Browse/Manage section, click the All Contentim
linkaand select
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Presentation Catalog. This option (or the Search
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@
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includes tools and panes that enable youato
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pane
is displayed
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2. Browse folders:
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a. Click the Show/Hide
Folders
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b. ClickntheKShow/Hide
r Folders Pane button again to show the Folders pane. You can
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also use n
the collapse pane arrow to hide and show the Folders pane.
lm
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Sc.a Innthe
t
Folders
pane, expand My Folders.
o
d.n Select the BISAMPLE folder and notice that five analyses are displayed in the Catalog
e.
3.
Unauthorized reproduction or distribution prohibited Copyright 2015, Oracle and/or its affiliates
d.
4.
Enter BISAMPLE in the Search field, select All in both the Location and Type drop-down
lists, and click Search to search the Catalog for the Supplier Sales subject area object.
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cofilters,uanalyses,
5. In the Catalog list, notice that you can sort objects by type (for example,
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6. View the available tasks for the BISAMPLE folder:
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a. Toggle to the Folders pane.
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nk pane.toThen,
b. Select My Folders in the Folders
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The toolbar is context sensitive, depending on the object type that you select. Using
the toolbar buttons, you can copy
and paste
them
, and export
, edit
Unauthorized reproduction or distribution prohibited Copyright 2015, Oracle and/or its affiliates
d.
Click More under the BISAMPLE folder. Notice that there are links that enable you to
perform these and other actions with selected objects.
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Unauthorized reproduction or distribution prohibited Copyright 2015, Oracle and/or its affiliates
7.
Open an analysis:
a. In the Global Header, click the Home link to navigate back to the Home page. Below
the Catalog folders in the Browse/Manage section, there are several predefined
searches to retrieve different objects belonging to you that are stored in your personal
Catalog folders.
b.
Click the My Analyses link to open the Search pane. By default, the search criterion is
a wildcard, the search location is My Folders, and the search type is Analysis.
f.
Click the Open link for the Basic Region Sales analysis. The analysis opens for
viewing.
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c. In the Name field, enter *Sales*
usfor analyses with the word Sales in the
nk to search
o
title.
t
a
se objects in My Folders.
alallmtheeAnalysis
d. Click Search to locate
n
s
(
ic two analyses in the BISAMPLE folder:
n
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e. You should see
the following
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Unauthorized reproduction or distribution prohibited Copyright 2015, Oracle and/or its affiliates
g.
Use the browsers Back button to navigate back to the Catalog page, and then open
the Sales by Sales Rep and State analysis.
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Unauthorized reproduction or distribution prohibited Copyright 2015, Oracle and/or its affiliates
8.
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Click Basic Region Sales to open the analysis in the Analysis Editor. This is another
method to open recently viewed objects.
Navigate back to the Home page. Notice that the Most Popular list is not currently
populated with BI objects from the Catalog. The Most Popular list is composed of
objects that are most frequently accessed by you and members of the team who share
your shared folders in the Presentation Catalog.
j.
Unauthorized reproduction or distribution prohibited Copyright 2015, Oracle and/or its affiliates
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Unauthorized reproduction or distribution prohibited Copyright 2015, Oracle and/or its affiliates
Scenario
You create and format new analyses, view the results, and save the analyses in the Catalog.
Time
2530 minutes
If it is not already started, start Oracle Business Intelligence Presentation Services and sign
in.
a. In a browser, enter the URL for Oracle BI EE using the following format:
http://<hostname>:<port number>/analytics
Your instructor will provide you with the correct URL.
For example, the URL may be:
http://localhost:7001/analytics.
b. On the Sign In screen for Oracle BI EE, enter the user ID and password for a user with
BI Administrator privileges, as provided by your instructor.
c. Click Sign In.
Create an analysis for customer sales by region and area.
a. On the Home page, in the Create section, click Analysis to navigate to the Analysis
Editor.
b. In the Select Subject Area pop-up menu, click A Sample Sales. The A Sample
Sales subject area is displayed in the Subject Areas pane in the Analysis Editor.
c. Expand Customers > Cust Regions to display the customer columns related to
regions.
d. In the Customer dimension, drag the C50 Region column to the Selected Columns
pane to add it to the analysis.
e. In the Customer dimension, double-click the C51 Area column to add it to the analysis.
f. Check your work:
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3.
4.
Review the results of the analysis that you just created. Click the Results tab. Notice that
the results appear in a table format in the Compound Layout. This is the default for tables
with attribute columns. For analyses that include a hierarchy column, the default Compound
Layout includes a pivot table.
Add country names to the analysis:
a. In the Subject Areas pane, expand Customers > Cust Regions.
b. Double-click C52 Country Name to add the column to your analysis.
c. Scroll down to view additional rows in the table.
d. Click the Criteria tab and verify that the column has been added to the criteria for the
analysis.
Copyright 2015, Oracle and/or its affiliates. All rights reserved.
Unauthorized reproduction or distribution prohibited Copyright 2015, Oracle and/or its affiliates
5.
c.
Notice that the Layout pane is displayed. You learn more about the Layout pane in
Lesson 6: Modifying and Formatting Basic Views. For now, collapse the Layout pane
so that it is not visible.
d.
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Content paging was the default display behavior in Oracle BI prior to version 11.1.1.7.
Copyright 2015, Oracle and/or its affiliates. All rights reserved.
Unauthorized reproduction or distribution prohibited Copyright 2015, Oracle and/or its affiliates
6.
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th to the Compound Layout, which
n@and ereturn
b. Click Done to close the Table view editor
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includes a Title view and a Table
kview.to us
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c. Click the Criteria tab tolm
verify that the
e 1-Revenue column is added to your analysis
s
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criteria.
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an in a new folder in the My Folders section of the Presentation Catalog.
r
7. SSave the
n
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Click the Save Analysis button . The Save As dialog box is displayed.
b.
c.
d.
e.
f.
g.
h.
Create and view the results of an analysis that includes the Product hierarchy:
a. In the Global Header, select New > Analysis.
b. In the Select Subject Area pop-up menu, click A Sample Sales.
Unauthorized reproduction or distribution prohibited Copyright 2015, Oracle and/or its affiliates
c.
In the Subject Areas pane, expand the Products dimension and expand the Products
Hierarchy hierarchical column to explore its members, each of which represents a
level in the Product hierarchy. Notice that hierarchical columns are denoted by a
hierarchical column icon
.
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Sd. Notice
-t that the levels in the Product hierarchy are Total Products, Brand, LOB (Line of
n
o
n Business), Type, and Product.
e.
2.
Unauthorized reproduction or distribution prohibited Copyright 2015, Oracle and/or its affiliates
b.
In the pivot table, expand the Total Products level of the hierarchy column to view the
sales of its child members in the hierarchy.
c.
Expand further to view the child members at each level in the hierarchy. When you
reach the last level in the hierarchy (which is known as the leaf level), notice that the
level no longer has an expansion icon.
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d. Collapse
hierarchy level.
b
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e. Click
a the Save
feAnalysis button and save the analysis as Product Sales in My
s
lm
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Folders
>
My
a
S n-tra Sales.
noSaved Analyses in the Presentation Catalog
Viewing
1.
2.
3.
4.
Click the Home link in the Global Header to navigate back to the Home page, which offers
multiple ways to easily access content in the Presentation Catalog. You can select an
analysis in the Recent list, search the Presentation Catalog under Browse/Manage, or click
Open to open analyses in the Catalog.
In the Recent section, click the Open link for the Product Sales analysis. The analysis is
executed and the results are displayed in the default Compound Layout.
Expand the hierarchy to view the results.
Return to the Home page and click the Edit button for the Sales by Country analysis. The
analysis is opened in the Analysis Editor, where you can manipulate analysis content,
formatting, and views.
Modifying an Analysis
1.
Modify the Sales by Country analysis to sort areas in descending order within their region
groupings, and to sort countries by revenue in ascending order.
a. Click the Criteria tab.
Copyright 2015, Oracle and/or its affiliates. All rights reserved.
b.
Unauthorized reproduction or distribution prohibited Copyright 2015, Oracle and/or its affiliates
c.
d.
Click the More Options button for the 1-Revenue column and select Sort > Add
Ascending Sort. The column icon changes to indicate an ascending sort.
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e.
Notice that the areas are sorted in descending order within their respective regions,
and countries for each area are sorted in ascending order by revenue.
Unauthorized reproduction or distribution prohibited Copyright 2015, Oracle and/or its affiliates
2.
Format the 1-Revenue column to display currency in dollars, displayed with the dollar sign
($) and two decimal places.
a. Click the Criteria tab.
b. To create more space and simplify the Analysis Editor, click the sideways triangle
button to close the Subject Areas and Catalog panes.
c. Click the More Options button in the 1-Revenue column and select Column
Properties. The Column Properties dialog box appears.
d. Click the Data Format tab.
e. Select the Override Default Data Format check box.
f. In the Treat Numbers As drop-down list, select Currency.
g. In the Currency Symbol drop-down list, select $.
h. In the Negative Format drop-down list, select Minus: -123.
i. In the Decimal Places drop-down list, select 2.
j. Select the Use 1000s Separator option.
k. Click the Save As Default button and select Save as the system-wide default for
Base Facts.1-Revenue to save this formatting as the default for the 1-Revenue
column.
Note: If your class has a multiuser environment, only the first user to change the
setting will affect system defaults.
l.
Click the Results tab to verify the formatting.
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3.
Change the Revenue column format to appear as whole dollar amounts without decimal
points.
a. Click the Criteria tab.
b. Click the More Options button in the 1-Revenue column and select Column
Properties. The Column Properties dialog box appears.
c. Click the Data Format tab.
d. Select the Override Default Data Format check box.
e. In the Decimal Places drop-down list, select 0.
f. Click the Save As Default button and select Save as the system-wide default for
Base Facts.1-Revenue to save this formatting as the default for the 1-Revenue
column.
Note: If your class has a multiuser environment, only the first user to change the
setting will affect system defaults.
Unauthorized reproduction or distribution prohibited Copyright 2015, Oracle and/or its affiliates
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n
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In the Cell section, select Center in the Horizontal Alignment drop-down list.
a.
d.
2.
Copy the Country Name column formatting and apply it to the C51 Area column:
a. Open the Edit Format dialog box again (format values for the C52 Country Name
column).
Unauthorized reproduction or distribution prohibited Copyright 2015, Oracle and/or its affiliates
b.
c.
d.
e.
f.
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column settings back to the defaults and
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check the results. You
do this
by resetting to the default in the drop-down list
sa canbox
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clicking the Clear Cell Format (restore defaults)
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3. Modify
onand format the C52 Country Name column heading in the Table editor. This change
n
affects only the column heading in the Table view. Later, you set a column heading globally
for the column.
a.
b.
c.
d.
e.
Unauthorized reproduction or distribution prohibited Copyright 2015, Oracle and/or its affiliates
f.
g.
Click Done to save your changes, close the Table editor, and return to the Compound
Layout view.
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b.
After examining the results, close the dashboard previews browser window to return to
the Analysis Editor.
Unauthorized reproduction or distribution prohibited Copyright 2015, Oracle and/or its affiliates
1.
Modify the C50 Region, C51 Area, and C52 Country Name column headings in the column
properties. This change affects the columns in all views of the analysis.
a. Click the Criteria tab.
b. In the Selected Columns pane, click the More Options button for the C50 Region
column and select Column Properties. The Column Properties dialog box is
displayed.
c. Click the Column Format tab.
d. Select the Custom Headings check box.
e. In the Column Heading text box, enter Regions. Leave the folder heading as the
default (Cust Regions). Depending on the permissions set by the administrator and the
security settings on the servers, you can select the Contains HTML Markup option to
include HTML tags, Active-X objects, and JavaScript and VBScript in your headings.
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f. Click OK to close the Column Properties dialog box.
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C51 Area = Sales Areas
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C52 Country Name = Countries n@
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1-Revenue = Revenue
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2. Navigate to the Results tab and
e tab and verify that the new names are
m thenCriteria
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displayed in both places.
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a. Click the Results
the table in the Compound Layout. Notice that the name
a
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that youK
set at the
analysis
C52 Country Name (Countries) is not reflected in
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table-level
caption that you set for the column in the
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S Table
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the
Criteria
tab.
n
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b.
To verify that your analysis-level change was applied, click the Criteria tab and verify
that the new column heading (Countries) is visible.
Unauthorized reproduction or distribution prohibited Copyright 2015, Oracle and/or its affiliates
1.
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Criteria
Operator/Value
Color
m e
oStyle
c
p Bold Guid
Revenue Is between 100000 and 500000
Blue
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Revenue Is greater than 500000
Green
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Click OK to close the Column Properties dialog box after you finish.
Unauthorized reproduction or distribution prohibited Copyright 2015, Oracle and/or its affiliates
2.
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3. Click the Save As button
to
icsave the analysis as a new analysis. Name the analysis
n
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h aBybCountry and save it in the My Sales folder.
FormattedKSales
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Adding
Custom
Formulas
to the Analysis
a -tran
S
Convert the
Formatted Sales by Country analysis to an analysis that calculates a 10%
noinnthe actual dollar amount and then ranks customers by country based on this new
increase
projection.
1. Add a formula to the Formatted Sales by Country analysis to increase the dollar amount
by 10 percent.
a. Return to the Criteria tab.
b. In the Selected Columns pane of the Criteria tab, click the More Options button for the
Revenue column and then select Edit formula. The Edit Column Formula dialog box
is displayed.
c. Click at the end of the formula in the Column Formula field.
d.
e.
Unauthorized reproduction or distribution prohibited Copyright 2015, Oracle and/or its affiliates
f.
Deselect the Custom Headings option. Notice that the heading reverts to a default
heading that indicates the changed formula.
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thbox.
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g. Click OK to close the Edit Column
Formula
h
us increases in your results. Notice that
nthekdollartoamount
h. Click Results and verify that
a
secolumn heading and that the default formatting for
the formula is now displayed
alm easnthe
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dollars is no longer
in effect,
icso that the column amounts again are displayed as
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numbers rather
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2.
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c.
d.
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Click OK to close the Insert Function dialog box. The RANK function is added to the
formula.
f.
Click OK to close the Edit Column Formula dialog box. Notice that the RANK function
is added to the analysis criteria.
Unauthorized reproduction or distribution prohibited Copyright 2015, Oracle and/or its affiliates
g.
3.
Click Results and verify that the results are ranked. Notice that the countries are
ranked as a group without regard to their sales area or region.
Modify the formula to group the customer rankings by state and add a custom heading to
the column.
a. On the Criteria tab, click the More Options button for the RANK(1-Revenue *1.10)
column and select Edit formula.
b. Change the formula by adding a by statement to the expression in the Column
Formula field: Rank(Base Facts.1-Revenue*1.10 by ).
c. In the Column Formula field, place the cursor at the end of the expression after the
word by (inside the parentheses).
d. In the Available field, expand A Sample Sales > Customers > Cust Regions, select
the C51 Area column, and then click the Add Column button to add the area column
to the formula.
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Unauthorized reproduction or distribution prohibited Copyright 2015, Oracle and/or its affiliates
i.
Click the Results tab to view the results. Notice that the customer rankings are now
grouped by sales area.
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4. Save this analysis as a newlm
analysis. se
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a. Click the Save As button. ice
n
l
a Ranked
le Sales by Country and save it in the My Sales folder.
b. Name the h
analysis
b
K
a
er Sales Analysis
anthe Product
f
s
m
Formatting
l
a -tran
1. SIn then
Global Header, select Open > Product Sales to open the Product Sales analysis
nothe Recent list.
from
2.
Unauthorized reproduction or distribution prohibited Copyright 2015, Oracle and/or its affiliates
3.
Add conditional formatting to the product hierarchy so that products are displayed with a red
background color when 1-Revenue column values are less than $3,000,000:
a. Click the More Options button for the Product column and select Column Properties
to open the Column Properties dialog box again.
b. Click the Conditional Format tab.
c. Click Add Condition, and then select 1-Revenue.
d. The New Condition dialog box is displayed. In the Operator drop-down list, select is
less than. Then enter 3000000 in the Value text box.
e. Click OK.
f. The Style tab of the Edit Format dialog box is displayed. In the Cell section, select red
(#FF0000) in the Background Color drop-down list, and then click OK.
g. Click OK to close the Edit Format dialog box. Verify your condition:
4.
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5.
Create a conditional format for the Product hierarchy level so that individual products are
displayed with a green background color when 1-Revenue column values are greater than
$3,000,000:
a. Return to the Criteria tab.
b. Expand the Products hierarchy column to display level-based options.
c.
Unauthorized reproduction or distribution prohibited Copyright 2015, Oracle and/or its affiliates
d.
6.
Click the More Options button for the Product hierarchy level and select Hierarchy
Level Properties. The Hierarchy Level Properties dialog box is displayed.
Click the Conditional Format tab. Add a condition that when the value in the 1Revenue column is greater than $3,000,000, the cell background color is set to green.
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7. Save the analysis as Product
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Unauthorized reproduction or distribution prohibited Copyright 2015, Oracle and/or its affiliates
In this practice, you set an analysis property to specify how column results are displayed when
columns are added to an analysis on the Criteria tab.
Scenario
Set the appropriate analysis property to specify how column results are displayed when
columns are added to an analysis on the Criteria tab.
Time
1520 minutes
Tasks
1.
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b. Click Results to view the analysis.
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2. Set analysis
e to display columns in existing and new views when the columns are
a properties
f
s
m
l
a on-trtheanCriteria tab.
Sadded
n the Edit Analysis Properties button to open the Analysis Properties dialog
a. o
n Click
box.
b.
c.
3.
d. Click OK.
Add the Sales District column to the analysis.
a. Return to the Criteria tab.
Unauthorized reproduction or distribution prohibited Copyright 2015, Oracle and/or its affiliates
b.
c.
d.
Click Results.
Confirm that the new column is displayed in the existing table view. Your results may
vary slightly from the following screenshot. This was the default behavior in versions of
Oracle BI prior to 11g and is again the default behavior beginning with version 11.1.1.6.
When the Criteria tab is used to add columns to existing views, the columns are
automatically displayed in the results. Compare this to the next set of steps, in which
columns added on the Criteria tab are excluded from the results of existing views.
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e Results tab by dragging the handle at the top of
lm nonsthe
e. If necessary, re-orderacolumns
s
e
(
the column to a
new position
blue line indicates the insertion point). Change the
ic (aC51
n
l
a
e
column order
to
C50
Region,
Area, 1-Revenue.
l
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Sa n-tran
no
4.
Set analysis properties to exclude columns from new views when the columns are added
on the Criteria tab.
a. Return to the Criteria tab.
Unauthorized reproduction or distribution prohibited Copyright 2015, Oracle and/or its affiliates
b.
c.
d.
e.
f.
g.
Click Results. Notice that the P4 Brand column does not appear in the results in the
Table view.
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i.
Unauthorized reproduction or distribution prohibited Copyright 2015, Oracle and/or its affiliates
j.
Drag the P4 Brand column from the Excluded section and insert it after the C51 Area
column in the Columns and Measures section. A blue line indicates the insertion
point.
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k. Notice that the results are updated accordingly.
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Do not save the analysis. There is no need to reset Analysis Properties to the default. The
properties are reset to the default for each new analysis. The choice of display properties is
included to accommodate users who are accustomed to using the Excluded pane.
Unauthorized reproduction or distribution prohibited Copyright 2015, Oracle and/or its affiliates
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Practices for
Lesson
-g den
a
Filtering
tuin Analyses
S
atimData
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@ 4 this
n
Chapter
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Unauthorized reproduction or distribution prohibited Copyright 2015, Oracle and/or its affiliates
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Unauthorized reproduction or distribution prohibited Copyright 2015, Oracle and/or its affiliates
In this practice, you add filters to limit the results that are returned by analyses.
Scenario
You use a variety of methods to add filters to analyses to limit query results.
Time
1015 minutes
Task
1.
If it is not already started, start Oracle Business Intelligence Presentation Services and sign
in by using the URL and credentials provided by your instructor.
a. In a browser, enter the URL for Oracle BI EE using the following format:
http://<hostname>:<port number>/analytics
Your instructor will provide you with the correct URL.
For example, the URL may be:
http://localhost:7001/analytics
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Gfor a user with
oupassword
rand
t
b. On the Sign In screen for Oracle BI EE, enter the user-ID
g
n
a tude
BI Administrator privileges, as provided by your instructor.
m
i
t
fa is S
c. Click Sign In.
@
th
n
2. Open the Formatted Sales by Country a
analysis.
e
h
k Header.
us
a. Click the Catalog button in the
nGlobal
o
t
a
b. In the Folders pane, a
navigate
lm tonMy
seFolders > My Sales.
s
e
(
c. Click the Edit link
under the
icFormatted Sales by Country analysis to open it in the
n
l
a
e
l
Analysis Editor.
Kh rab
n
3. Add a filter
to
erecords from the APAC region only, without showing the Regions
a show
f
s
m
l
a -intryour
anresults.
Scolumn
a. Click
the
n Criteria tab.
o
n
b. Click the More Options button for the Regions column and select Column Properties.
c.
d.
e.
f.
g.
h.
i.
Unauthorized reproduction or distribution prohibited Copyright 2015, Oracle and/or its affiliates
j.
Double-click EMEA to add it to the Selected list. Double-clicking is another method for
adding values to the Selected list.
k. Click OK to close the Select Values dialog box and return to the New Filter dialog box.
l. Notice that APAC;EMEA is added to the Value field.
m. Click the Down Arrow icon
for the Value field and notice that this is another method
for picking filter values. In this example, APAC and EMEA are already selected. Notice
that it is also possible to Search from this drop-down list.
n. Leave the filter values set to APAC and EMEA and click OK to close the New Filter
dialog box.
o. Notice that you are returned to the Criteria tab and that you have a new filter called
Region is equal to / is in APAC; EMEA in the Filters pane.
p. Place your cursor on the filter and click the Edit Filter button.
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atimforistheSValue
q. In the Edit Filter dialog box, click the Down fArrow
th
n@checkebox.
r. In the drop-down list, deselect the EMEA
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t.
4.
Use another method to add a second filter to show records from 2008 only.
a.
b.
c.
Click the Create a filter for the current Subject Area button
Select More Columns to open the Select Column dialog box.
Expand Time and select the T05 Per Name Year column.
Copyright 2015, Oracle and/or its affiliates. All rights reserved.
Unauthorized reproduction or distribution prohibited Copyright 2015, Oracle and/or its affiliates
d.
e.
f.
g.
h.
i.
j.
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5.
k. Click the
icon at the bottom of the table; 28 rows are returned.
Save the filter as a named filter for use with other content.
a. Click the Criteria tab.
b. Click the More Options button in the Filters pane and select Save Filters. The Save
As dialog box appears.
Unauthorized reproduction or distribution prohibited Copyright 2015, Oracle and/or its affiliates
c.
d.
e.
f.
a
s
a
)h
6. Save the existing analysis with the filter.
m
co uide
i.
Unauthorized reproduction or distribution prohibited Copyright 2015, Oracle and/or its affiliates
j.
a
s
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m
co uide
k. Click OK and verify that the filter appears in the Filters pane. p
ou nt G
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a- should
debe filtered to show data
m
u
l. Click the Results tab to review the results. Thetianalysis
t
S look similar to the
faresultsisshould
for only the current and previous month.@
Your
h
following screenshot:
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m. Use the Save As button to save the analysis as Sales by Country for Current
and Previous Month in the My Sales folder.
n.
Unauthorized reproduction or distribution prohibited Copyright 2015, Oracle and/or its affiliates
In this practice, you build an inline prompt that enables you to filter results.
Scenario
You use an inline prompt to constrain an analysis to obtain results that answer a particular
question.
Time
1015 minutes
Task
1.
a
s
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m
co uide
b. Click the Prompts tab.
p
G
ou Regions.C50
c. Click the New button
and select Column Prompt > Cust
r
t
g
n
Region. The New Prompt dialog box appears.
a tude
m
i
t
d. In the Label field, enter Filter by Region.
S will appear to the user.
faThis caption
s
i
@
h
e. Enter Filter by Region in the Description
an sefieldt .
h
k
u to / is in.
f. In the Operator drop-down list,
nselect istoequal
a
g. In the User Input drop-down
accept
se the default Choice List. Check your
alm list,
n
s
selections:
e
(
ic
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h.
i.
j.
Expand Options.
Select the Limit values by check box and select All Prompts in the drop-down list.
Limiting values prevents a user from choosing values that result in no data. In this
example, when a region is selected in the first prompt, only those areas that are in the
region are available for selection in the next prompt.
Deselect the Enable user to select multiple values and Enable user to type values
check boxes.
Copyright 2015, Oracle and/or its affiliates. All rights reserved.
k.
Unauthorized reproduction or distribution prohibited Copyright 2015, Oracle and/or its affiliates
l.
Verify that the Require user input check box is not selected. If a selection is required
for the prompt, users see an asterisk next to the prompt. Users can bypass a selection
for any filter prompt that appears without an asterisk.
Check your work:
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KhThe prompt
rab is added to the analysis.
n
m. Click
OK.
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a
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s
lm yourrawork.
n
2. Check
a
Sa. Click
-tthe Preview button to display the prompt.
n
o
n
b.
c.
d.
Click the Filter by Region drop-down list and verify that three regions appear:
AMERICAS, APAC, and EMEA.
Close the preview browser window.
You can also check your work in the Display pane below the Definition pane.
Unauthorized reproduction or distribution prohibited Copyright 2015, Oracle and/or its affiliates
3.
Repeat the steps outlined above and build two more prompts: One for Area and the other
for Country. Use the screenshots below as a guide.
a. Build an Area prompt:
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Unauthorized reproduction or distribution prohibited Copyright 2015, Oracle and/or its affiliates
e.
Click OK. The filtered analysis appears, displaying revenue for product brands in the
APAC region, in the West area and in the country of India.
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Unauthorized reproduction or distribution prohibited Copyright 2015, Oracle and/or its affiliates
In this practice, you create a filter based on the results of another saved analysis.
Scenario
Use a saved analysis as a filter to limit the number of rows that are returned for a new analysis.
Time
510 minutes
Task
By using the results of a saved analysis to filter a column in another analysis, you can ensure
that the results are limited to the same data set between related analyses.
1. Create and save an analysis to be used as a filter in another analysis.
a. Use the A Sample Sales subject area to create the following new analysis and
associated filter:
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b. Click the Results tab. There should be
records.th
The screenshot shows only a portion
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fe as Products - EMEA Region 2009 in the My Sales folder.
c. lm
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s
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tranalysis
2. SCreate an
n
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Use the A Sample Sales subject area to create the following new analysis:
b.
Click the Results tab. There should be 9 records returned. These are all the product
brands in all regions. The screenshot displays only a portion of the results.
c.
Unauthorized reproduction or distribution prohibited Copyright 2015, Oracle and/or its affiliates
d.
e.
f.
g.
h.
i.
j.
Click the Create a filter for the current Subject Area button in the Filters pane and
select Cust Regions.C50 Region. The New Filter dialog box appears.
In the Operator field, select is based on results of another analysis.
Click Browse to select a saved analysis on which you want to base the filter.
In the Open dialog box, select the Products EMEA Region 2009 analysis.
Click OK.
In the Relationship field, select is equal to any.
In the Use values in Column field, select C50 Region.
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k. Click OK. The filter
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Sm.a EMEA
t
n region.
o
n
n. Save the analysis as Product Sales - EMEA Region 2009 in the My Sales
folder.
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In this practice, you edit the SQL for a column filter in an analysis.
Scenario
You edit the logical SQL WHERE clause to be used as a filter to add another region to the filter.
Time
5 minutes
Task
Although it is generally not necessary to directly edit SQL in your analyses, it is sometimes
preferable to directly edit the WHERE clause that is issued in the SQL for a filter.
1. Edit the SQL that is generated for a column filter.
a. Open the saved Products EMEA Region 2009 analysis in the Analysis Editor.
b. On the Criteria tab, place the cursor on the filter and then click the Edit Filter button
for Region is equal to / is in EMEA.
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c. In the Edit Filter dialog box, select the Convert
filter
is to SQL check box.
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d.
e.
In the Advanced SQL Filter text box, change Cust Regions.C50 Region = EMEA to
Cust Regions.C50 Region = APAC.
Unauthorized reproduction or distribution prohibited Copyright 2015, Oracle and/or its affiliates
f.
g.
h.
i.
Save the analysis as Products APAC Region 2009 in the My Sales folder.
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oLesson
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Practices for
g
n
e
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Selecting
StuGrouping Data
atim isand
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@Analyses
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Unauthorized reproduction or distribution prohibited Copyright 2015, Oracle and/or its affiliates
In these practices, you limit and group data by using selections, groups, and calculated items.
Also, you create a direct database analysis.
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Unauthorized reproduction or distribution prohibited Copyright 2015, Oracle and/or its affiliates
Goal
In this practice, you build a selection to retain only the members of an analysis that are pertinent
to your business needs.
Scenario
You use selection steps to add, keep, and remove members based on direct selections as well
as criteria. The goal of the selection is to prune the analysis to include the top-selling sales
representatives in the East region, and to retain the current top-selling representative from
California, so that you can compare the sales representatives performance with the Easts top
sellers.
Time
a
s
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Task
m
o ide
cand
p
1. Create an analysis that shows hierarchical customer data for Revenue
u Quantity.
u t GBilled
o
r
a. Use the A Sample Sales subject area to create the following
g new
nanalysis that
-units
e
a
d
includes the customer region hierarchy, revenue,
and
(Billed
m Stu Quantity).
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b. Click the Results tab.
t
a
se to examine the results and to view the levels in
c. Expand the Customers
almTotalehierarchy
n
s
(
ic
the hierarchy. n
l
a
e
l
d. Notice the
2-Billed Quantity totals for the EMEA region and the North
Kh1-Revenue
rabwilland
n
e
America
area.
You
use these values for comparison later in this practice.
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10-15 minutes
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2.
Create a selection to limit the results to only members in the EMEA region and in North
America.
a. Click the Show/Hide Selection Steps pane button
on the toolbar to open the
Selections pane in the Analysis Editor.
b. In the List drop-down list, select Measures. Notice that the measures are listed, but
there are no options to create a selection. This is because the analysis currently
includes a hierarchy column and two measure columns. Selections can be used only to
determine the membership of hierarchy and attribute columns in an analysis.
c. Select All in the List drop-down list. A selection determining the membership of the
Customers Cust Region Hier hierarchy appears. Notice that, by default, the selection
starts with all members of the hierarchy.
d. Place the cursor over step 1 in the selection, Start with all members, and click the
Edit button to open the Edit Member Step dialog box.
e. In the Action drop-down list, select Start with all members.
f. Notice that the Edit Member Step dialog box selection options are reduced, because if
the first step is to select all members, it is not necessary to make any further
selections.
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seStart with Group or Calculated Item. Notice that
almlist, select
n
g. In the Action drop-down
s
e
(
icaccess to the Presentation Catalog to select groups or
n
l
the dialog box
provides you
a
e
l
calculated
Khitemsrsaved
ab in a subject area.
n
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f
h. m
In a
the Action
drop-down
list, select Start with selected members. The dialog box
s
l displays
n
a
S hierarchy.
trathe hierarchy so that you can select members from one or more levels in the
n
no
i. In the Available list, expand the Customers Total level of the hierarchy, select the
EMEA region, and click the Move button to add it to the Selected list. Notice that a
green check mark appears in the list of members to indicate that a member has been
selected.
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j.
Expand the AMERICAS region in the hierarchy, select North America, and add it to
the Selected list.
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m. lm
Notice
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l.
Unauthorized reproduction or distribution prohibited Copyright 2015, Oracle and/or its affiliates
3.
Add another step to your selection to keep only the North America area, and the Europe
and Northern areas from the EMEA region in your results.
a. Expand the EMEA region in your results and verify that the sales results for the six
areas sum to the total for EMEA.
b.
c.
In the Selection Steps pane, click Then, New Step > Select Members.
In the New Member Step dialog box, select Keep Only from the Action drop-down list.
Notice that because you have an initial selection in the first step, you are now adding,
keeping, or removing members from the original selection. Each step is applied
sequentially to arrive at the analysis selection.
In the Available pane, expand Customers Total > EMEA to display the EMEA region
areas.
In the Available list, select Europe and Northern and move them to the Selected list.
Click OK to close the dialog box.
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Unauthorized reproduction or distribution prohibited Copyright 2015, Oracle and/or its affiliates
g.
Notice that the results are now limited only to the Europe and Northern areas. The rest
of the EMEA region has been removed from the analysis results along with the North
America area. The original selection from the first selection step is being limited to only
two areas because of the member selection.
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ic Keep only Europe; Northern selection step that you
n
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i.
In the Edit Member Step dialog box, click the Remove All button.
Unauthorized reproduction or distribution prohibited Copyright 2015, Oracle and/or its affiliates
j.
In the Available list, select all of the EMEA areas except for Europe and Northern, and
then click the Move button to add them to the Selected list.
k.
In the Action drop-down list, select Remove. This will remove the areas in the Selected
pane.
l. Click OK.
m. Verify that the results now display North America, EMEA, Europe, and Northern.
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n. Now that you removedlall
of the other
from the EMEA region, notice that the total
sedidareas
a mfor
n
s
revenue or billed quantity
EMEA
not
change
in the analysis. This is because
e
(
capplied after aggregation,
i
n
l
selections, unlike
filters,
are
so that in this case, the total
a
le include the aggregated results
h abregion
sales forKthe EMEA
of all of its areas despite the
r of the members from the analysis.
n of some
e
a
f
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s
n
alm -the
a
r
4. SChange
selection
steps to clarify possible confusion in the analysis.
t
n
a.no
Notice that confusion could arise in the analysis because the EMEA region total is
displayed, for Europe and Northern, but North America does not have a related region
b.
total.
To clarify the possible confusion, edit the existing selection steps to start with EMEA
and AMERICAS, and then remove Africa, Eastern, Middle East, North Africa, Central,
and South America.
Unauthorized reproduction or distribution prohibited Copyright 2015, Oracle and/or its affiliates
c.
5.
Notice in the screenshot that the North America area is expanded to the country level.
Notice also that you could also spread these selections over multiple steps to achieve
the same results.
To further simplify your analysis, add a selection step based on a condition to remove the
countries that fall in the bottom 50 percent based on revenue. The remaining countries in
the analysis represent the top 50 percent.
a. Expand the hierarchy to the Country level for each area.
b. Click the Then, New Step link and select Apply a Condition. The New Condition Step
dialog box appears.
c. Click the Condition Type drop-down list, and examine the variety of conditions that
you can choose. Notice that each condition type includes an example. Notice that you
can use string matching or greater-than and less-than conditions, similarly to the filters
you have built, to add, keep, or remove members.
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ic selection steps resemble the following:
n
l
a
j. Click OK and
verify
that
your
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Unauthorized reproduction or distribution prohibited Copyright 2015, Oracle and/or its affiliates
k.
In the results, expand the hierarchies to show the members at the country level and
verify that they have been reduced by half. There should now be fifteen members in
the analysis at the country level of the hierarchy, each of whom belongs to the top 50
percent based on revenue.
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sthe
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n
l. Notice that the measure
region and area levels remain the same despite
s
(
c
i
n
l
the removal a
of members
the analysis. Again, the aggregate measures are not
e from
l
b
affectedK
byhthe selection
steps.
raas Sales by Region Top Performers North America, Europe,
nthe analysis
e
a
f
m. m
Save
s
l Northern
an in the My Sales folder.
r
Sa and
t
6. Save
onyour selection steps as a group. Groups and calculated items are treated as members
n
and can be saved in the Presentation Catalog and added as additional members to an
analysis. Note that a saved selection can be applied only to the same column from which it
was created in the original analysis.
a. Click the Save Selection Steps button
in the Selections pane to the right of your
selection steps.
b. In the Save Selection Steps dialog box, enter Top Performers North America,
Europe, and Northern as the name of the group.
c. Enter Top Performers NA and EU as the Display Label.
d. In the Save section, select the Steps option. Notice that this option generates the
results dynamically each time the saved group is used, so that future changes in
relative sales could change the membership of the group as the steps are applied. The
other option maintains the current membership as a group. Finally, notice that you can
select the Replace current steps with a reference to the saved group option to replace
the steps in the Selection Steps pane with the group name. Do not select this option.
e.
Unauthorized reproduction or distribution prohibited Copyright 2015, Oracle and/or its affiliates
f.
Notice that /My Folders/Subject Area Contents/A Sample Sales is selected by default
as the save location.
Click OK to save the selection steps.
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Unauthorized reproduction or distribution prohibited Copyright 2015, Oracle and/or its affiliates
In this practice, you create a group and a calculated item and use them in an analysis.
Scenario
You first use the group you saved from your selection to add its members to a new analysis.
You then use a group to combine elements with different parents to meet analysis requirements.
You then create two calculated items for an analysis to compare the average number of units
ordered for all beverage products and all baking products.
Time
15-20 minutes
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ic
n
l
6. Open the Selection
Steps
pane.
a
e
l
KhNewrStep
ab link and choose Add Groups or Calculated Items > Select
7. Click the n
Then,
e
a
f
Existing
s and Calculated Items.
lm Groups
n
a
a
r
8. SIn the New
-t Select Existing Groups and Calculated Items dialog box, in the Available lists
n
o
Catalog
n pane, expand My Folders > Subject Area Contents > A Sample Sales.
Before creating a new group, add and format the group that you previously saved from your
selection.
1. Click the Home link.
2. Verify that the Top Performers North America, Europe, and Northern group that you saved
appears in the Recent list on the Home page.
3. Click the Analysis link in the Create section of the Home page.
4. Select the A Sample Sales subject area.
5. Create an analysis with Customers.Cust Region Hier and Base Facts.2-Billed Quantity.
9.
Click the down arrow and select the Top Performers North America, Europe, and
Northern group.
10. Click the Move button and then select Add to add the group distinctly at the bottom of your
analysis, including a container outline value indicating the group name. The other option,
Add Members, adds the groups members to the rest of your results without an outline
value.
11. Click OK.
Unauthorized reproduction or distribution prohibited Copyright 2015, Oracle and/or its affiliates
12. Click the Results tab and verify that the group appears at the bottom of the analysis and
that it contains other members. Do not save this analysis.
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Creating and Formatting
a Group
ic
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l
Create and saveK
ah
new group
bthat contains members that span different parents in the product
a
r
n
hierarchy. You
group MP3
System with other audio products for use in an analysis.
fe Speakers
sembed
lmayourawill
n
In thisacase,
the group in the analysis instead of saving it as a separate object in
-t Catalog.
theS
Presentation
n
o
n the A Sample Sales subject area to create a new analysis with the Products
1. Use
Hierarchy hierarchy and Base Facts.1-Revenue. Click OK when prompted about moving
away from the preceding analysis page without saving.
2.
3.
4.
5.
Unauthorized reproduction or distribution prohibited Copyright 2015, Oracle and/or its affiliates
d.
e.
In the Available list, expand Total Products > BizTech > Electronics > Audio.
Ctrl + click to select all of the Audio child products and then click the Move button to
add them to the Selected list.
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f. Expand Total Products > BizTech
>
Electronics
s > Accessories, select MP3
k
u
n
o
Speakers System, and add
list. Your group should appear as
t
a it to theeSelected
m
l
s
follows:
(sa licen
n
ha able
K
an sfer
m
l
Sa n-tran
no
Unauthorized reproduction or distribution prohibited Copyright 2015, Oracle and/or its affiliates
6.
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e.n Click OK to close the Edit Format dialog box.
7.
8.
Unauthorized reproduction or distribution prohibited Copyright 2015, Oracle and/or its affiliates
9.
Expand the All Audio Products group and verify that MP3 Speakers System is included
in the group.
10. Right-click All Audio Products and notice that there are options for viewing, editing, and
deleting the group.
11. Save your analysis as Product Sales with Audio Product Grouping in the My
Sales folder. The group is saved as an inline group with the analysis.
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f
2. Click the Results tab.
n@ e th
a
h
3. Create a calculated item for the analysis:
k to us
n
a
a. Click the New Calculated
e on the toolbar to display the New Calculated
lm Itemnbutton
s
Item dialog box. (sa
ceProducts in the Display Label field.
i
n
l
b. Enter Average
for
Audio
a
h able
K
c. Notice
that,
r Custom Formula is selected for the Function, and that there is a
n byfedefault,
a
s
toolbar with
lm
n mathematical operators present for building formulas with selected
a
r
Sa members.
t
nd.no
In the Function drop-down list, select Average, and note the other available functions
Create two calculated items for an analysis to compare the average number of units ordered for
all audio products and all accessories.
1. Create a new analysis in the A Sample Sales subject area with the Products Hierarchy
hierarchy and Base Facts.2-Billed Quantity:
e.
f.
Unauthorized reproduction or distribution prohibited Copyright 2015, Oracle and/or its affiliates
4.
5.
Use the above steps to add a calculated item named Average for Accessories that
provides average units sold for all members of the Accessories level of the product
hierarchy. Set the border for this calculated item to blue to distinguish it. Your comparative
averages should appear at the bottom of your analysis results as follows:
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th are options for viewing, editing,
n@ ethere
a
6. Right-click either of the calculated items
and notice
h
s
and deleting the calculated item.
nk to u
a
se Ordered with Average Comparison in the
7. Save your analysis as Product
alm eUnits
n
s
(
My Sales folder. n
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Unauthorized reproduction or distribution prohibited Copyright 2015, Oracle and/or its affiliates
Goal
In this practice, you include members in selection steps based on family relationships in a
hierarchy.
Scenario
You build an analysis and then use selection steps to include hierarchy family members.
Time
10-15 minutes
Task
Use selection steps to include siblings of hierarchy family members.
1. Create a new analysis in the A Sample Sales subject area with Products Hierarchy, T05
Per Name Year, and 1-Revenue:
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2. Click Results.
m
i
fat is S
3. Create a selection rule to select the siblings @
of LCD.
th
a. Open the Selection Steps pane. han
e
usThen, New Step > Select Members
nk tselect
b. Under Products ProductsaHierarchy,
o
e Hierarchy Selection Step dialog box.
based on Hierarchyatolm
open thes
New
n
s
e
(
c. In the Relationship
field, select
ic Based on Family Relationship.
n
l
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l
d. In the Action
b lists, select Keep Only and Siblings Of.
Kh drop-down
a
r
n
e. In a
the Available
fe list, expand Total Products > HomeView > TV.
s
m
l
n
a
Sf. Select
traonly LCD in the Available pane.
n
no
Unauthorized reproduction or distribution prohibited Copyright 2015, Oracle and/or its affiliates
g.
Click the Move button to move LCD to the Selected pane. This selection step is now
set up to keep only the siblings of LCD.
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box.
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Unauthorized reproduction or distribution prohibited Copyright 2015, Oracle and/or its affiliates
4.
Notice that the selection step is updated and the results now contain only the siblings of
LCD:
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nothe selection step to include LCD:
5. Edit
a.
b.
Click the Edit button for Then, Keep Siblings of LCD to open the Edit Hierarchy
Selection Step dialog box.
Select Include selected members and click OK.
Unauthorized reproduction or distribution prohibited Copyright 2015, Oracle and/or its affiliates
c.
Notice that the results set now includes LCD and Plasma, and the selection step is
updated with Include selected members.
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6.
Unauthorized reproduction or distribution prohibited Copyright 2015, Oracle and/or its affiliates
g.
Notice that the selection step is updated, and the result set displays only the leaves of
the Products Hierarchy (members that have no children). The screenshot shows only a
partial view of the results.
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7. SApplyn
a -condition
to your results.
o
n
a. Under Products Products Hierarchy, click Then, New Step > Apply a Condition to
b.
c.
d.
Unauthorized reproduction or distribution prohibited Copyright 2015, Oracle and/or its affiliates
e.
a
s
a
f. Click OK to close the New Condition Step dialog box.
)h
m
8. Notice that the selection step is updated, and the result set displays only
eof the
cothe leaves
d
i
p
FunPod brand (members that have no children).
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Unauthorized reproduction or distribution prohibited Copyright 2015, Oracle and/or its affiliates
a
s
a
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9. Right-click any one of the leaves (columns) in the analysis and notice therem
are options
co Related,
Unauthorized reproduction or distribution prohibited Copyright 2015, Oracle and/or its affiliates
In this practice, you create and issue a database analysis directly to a physical back-end
database.
Scenario
Set the appropriate privilege to execute direct database analysis, and then create, display, and
manipulate a direct database analysis.
Time
15-20 minutes
Task
1.
Verify that the BI Administrator role has privileges to create and issue direct database
analyses. Recall that your user is assigned the BI Administrator role. Any user can execute
a direct database analysis, provided that the administrator has granted the user this
privilege.
a. In the Global Header, click the Administration link to open the Administration page.
b. In the Security section, click the Manage Privileges link. The Privilege Administration
window is displayed. In the Answers section (scroll down to it), locate the Execute
Direct Database Analysis privilege. Notice that BI Administrator Role is assigned to
this privilege.
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c.
Click Home.
Unauthorized reproduction or distribution prohibited Copyright 2015, Oracle and/or its affiliates
2.
Create and execute an analysis. You compare the results of this analysis with the results of
a direct database analysis in the next step.
a. Use the A Sample Sales subject area to create the following new analysis and
associated filters:
Customers. C1 Customer Name, Base Facts.1-Revenue
C3 Customer Type is equal to / is in Platinum
1-Revenue is greater than 90,000
a
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p
uthe filter,
Note: If you add the C3 Customer Type column to your analysis
u to create
G
o
r
t
delete it from the analysis after creating the filter. Recall
that another
n way to do this is
-gselect
e
a
d
to click the Create a Filter button in the Filters pane
and
More
which
m
u you toColumns,
i
t
t
S
a
opens a selection window for the current Subject
Area,
allowing
select
a
column
f
s
i
@
h
without adding it to the Selected Columns
pane.
an se t
h
b. Click the Results tab.
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Unauthorized reproduction or distribution prohibited Copyright 2015, Oracle and/or its affiliates
3.
a
s
a
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)
m
SELECT samp_customers_D.Name,
n
o
t
a
FROM samp_customers_D,
samp_revenue_F
e
m
al ens = samp_revenue_F.cust_key and
WHERE (samp_customers_D.cust_key
s
(
ic = 'TYPE 4')
samp_customers_D.type_key
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l
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e
l
hsamp_customers_D.Name
GROUP BY
b
K90000
r<asum(samp_revenue_F.Revenue)
having
n
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a
f
s
n
f.alm
Your SQL
statement
should appear as follows:
a
r
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no
g.
Click the Validate SQL and Retrieve Columns button and verify that the appropriate
columns appear under Result Columns.
Unauthorized reproduction or distribution prohibited Copyright 2015, Oracle and/or its affiliates
h.
Click the Results tab and verify that you get results similar to those obtained in the
previous step when you used an analysis.
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4. Save the analysis as Direct Database Analysis in the My Sales
folder.
c
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i
Presentation Services open for the next practice.
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Practices for
Lesson
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Adding
tuto Analyses
S
atimViews
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Chapter
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Unauthorized reproduction or distribution prohibited Copyright 2015, Oracle and/or its affiliates
In these practices, you will explore and work with a variety of views and graphs in your
analyses.
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Unauthorized reproduction or distribution prohibited Copyright 2015, Oracle and/or its affiliates
In this practice, you modify the results of saved analyses to change the formatting of the default
Compound Layout and the views that it contains.
Scenario
Add, format, and arrange Table, Filters, and Graph views within a Compound Layout, then
create copies with different views and arrangements. Then add a graph to an analysis
containing the product hierarchy and drill in the hierarchy.
Time
20-30 minutes
2.
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Use the Layout pane to modify the Sales by State analysis and its Table view.
a. In the search results, select the row for the Sales by Country analysis.
b. In the Tasks pane on the left, click Edit to open the analysis in the Analysis Editor.
c.
d.
e.
Unauthorized reproduction or distribution prohibited Copyright 2015, Oracle and/or its affiliates
f.
Click OK to confirm that the selected columns will be removed from all views. Notice
that the results are updated.
a
s
a
) h and
g. Use the Subject Areas pane to add the Fact > Base Facts > 11- Fixed
Costs
m
o Notice
e
c
d
Fact > Base Facts > 10- Variable Costs columns to the analysis
results.
i
pMeasures
u sectionthat
u
G
o
the columns are added to both the results and the Columns
and
of
r
t
g
n
the Layout pane.
ma Stude
3. Edit the display properties for the Table view. fati
is to edit display properties for
@ on thethtoolbar
a. Click the Table View Properties button
n
a
e
the Table view.
kh o us
n
a box, esettthe following:
b. In the Table Properties m
dialog
l
a
ns
e
Paging Controls(s
Top
c
i
n
l
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e
l
Rows K
perhPage b
10
a
r
n
a Folder
fe & Column Headings
As Folder.Column
s
lmDisplay
n
a
a
r
S Enable
-t alternate styling
Selected
n
o
n
c. Click the Format button
for the Set Alternate Format option to set the background
d.
Unauthorized reproduction or distribution prohibited Copyright 2015, Oracle and/or its affiliates
e.
Click OK to close the Table Properties dialog box and verify that your changes are
reflected in the results preview. Your results should now display the folder name with
the column, page controls on top, alternating blue bars, and should include 10 rows on
the results page:
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f. Reset the folder and column headings to display only the column heading.
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g. Click Done to close the Table editor and return to the default Compound Layout.
Add the named filter you created earlier to the Sales by State analysis.
a. Click the Criteria tab.
b. In the Catalog pane, expand My Folders > Subject Area Contents > A Sample
Sales and select the APAC Region, 2008 filter.
c. Click the Add More Options button
to open the Apply Saved Filter dialog box.
d. Accept the defaults in the Apply Saved Filter dialog box and click OK to add the filter to
your analysis.
e. Place the cursor over the filter in the Filters pane. Notice that you can copy and paste
the filter, and you can view the filter to validate it. Click the View Saved Filter button
to review the filters contents.
f. Review the filter contents and click Close to close the View Saved Filter dialog box.
g. Click the Results tab.
Copyright 2015, Oracle and/or its affiliates. All rights reserved.
Unauthorized reproduction or distribution prohibited Copyright 2015, Oracle and/or its affiliates
h.
In the Views pane on the left, click the New View button , and select Filters. A
Filters view displays the named filter and includes a View link to open the View Saved
Filter dialog box.
i.
j.
a
s
a
)h
m
k. Select the Filters view in the Views pane and click the Add View c
button
o idtoeadd it to
p
the Compound Layout.
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l.
In the Compound Layout, click the Remove View from Compound Layout button for
the Filters view.
Unauthorized reproduction or distribution prohibited Copyright 2015, Oracle and/or its affiliates
2.
m. Notice that the Filters view still appears in the Views pane. To completely remove the
view from the analysis, you would click the Remove View from Analysis button in the
Views pane. For this example, add the Filters view back into the Compound Layout.
Highlight this filter so that users understand why the results are limited to states in the
APAC region.
a. Drag the Filter view to the top of the Compound Layout, above the Table view but
below the Title view. A blue bar indicates a valid drop point in the Compound Layout for
the view.
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Unauthorized reproduction or distribution prohibited Copyright 2015, Oracle and/or its affiliates
b.
Format the container of the Filter view in the Compound Layout to highlight its
presence by marking it yellow. Hint: Use the Format Container dialog box.
a
s
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m
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a- tude
m
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at is S
f
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a
h
c. To verify that the container emphasis
us create a printable PDF of the
k istoworking,
n
a
Compound Layout as it m
would appear
e in a dashboard. Click the Print this analysis
l
s
a
n
button
and select
Printable
PDF.
(s lice
d. Verify thath
the
anFiltersblview
e is highlighted in the results of the PDF file.
K
ra
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e
a
f
s
lm
Sa n-tran
no
e.
Unauthorized reproduction or distribution prohibited Copyright 2015, Oracle and/or its affiliates
a.
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f
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a
h
usin the Compound Layout to open the
k Graph
b. Click the Edit View button fornthe
view
o
t
a
Graph Editor. You can lalternatively
m nseselect the Graph view in the Views pane and click
aThe
s
the Edit View button.
difference
is simply that in the first approach, you are editing
(
ce Layout.
i
n
l
the view from
within
the
Compound
a
lethe Layout pane.
h collapse
b
K
a
c. If necessary,
r
an sfeclick
d. lm
On the toolbar,
Vertical to display the Graph Sub-Type drop-down list, and select
n
a
r
Sa Horizontal.
t
non
e.
2.
Unauthorized reproduction or distribution prohibited Copyright 2015, Oracle and/or its affiliates
3.
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4.
e.
Unauthorized reproduction or distribution prohibited Copyright 2015, Oracle and/or its affiliates
f.
g.
h.
i.
The Plot Area section allows you to set properties for the plot area, which is above the
canvas. Use the Background option to set the background color of your graph to light
gray in the Color Selector.
The Gridlines and associated options allow you to set horizontal and vertical grid lines
and specify their colors. Leave the default, so that no grid lines appear in your graph.
Using the controls in the Legend section, you can set the background and border of the
legend area. Leave the Background option defaulted to Transparent, and set the
border to the color red by using the Color Selector.
The Canvas Colors and Borders section allows you to set the background color for the
graphs canvas. Set the background color to dark gray (darker than the color used on
the plot area) and retain the Gradient option, which specifies that the canvas
background should fade to white from top to bottom of the Graph view. Set the Border
to black.
Check your work on the Style tab:
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5.
Unauthorized reproduction or distribution prohibited Copyright 2015, Oracle and/or its affiliates
d.
a
s
a
)h
m
co uide
p
ou nt G
r
g
a- tude
m
i
at is S
f
ttohyour graph on the Scale tab. Note
6. Add a scale marker indicating underperforming
n@states
a
e
h
s in the case of this scale marker, and
when viewing this scale that you are
kmeasuring
udollars
nanalysis.
o
t
not other available measures inathe
se to open the Scale Markers dialog box. Scale
almEditebutton
n
a. Click the Scale Markers
s
(
c
n
markers are a
either
lines
orlishaded background ranges that are used to mark points
e
l
and thresholds
Kh inratheb graph.
n
a the Add
febutton to add a new scale marker.
b. m
s
l Click
n
a
ra marker a Caption of Underperforming, set the Type to Range, and enter a
Sc. Give
tthe
n
value of 1 and a high value of 250000.
nolow
Tip: You can also reference a presentation variable, a measure column, or a SQL
d.
7.
query.
Leave the range color set to red.
e. Click OK.
Explore and set options on the Titles and Labels tab.
a. Select the Titles and Labels tab.
b. This tab allows you to set and format graph and axis titles and labels in the graph. In
the Graph Title section, deselect the Use measure name as graph title option and
enter APAC Sales 2008 as the title.
Copyright 2015, Oracle and/or its affiliates. All rights reserved.
c.
d.
Unauthorized reproduction or distribution prohibited Copyright 2015, Oracle and/or its affiliates
e.
In the Axis Titles section, retain the default to display the columns and measures as the
respective titles for the axes of the graph.
Note that by using the Format options on this tab, you can also set font and number
formatting for labels throughout the graph.
Check your work on the Titles and Labels tab:
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s
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f
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(
ic and close the Graph Properties dialog box. Verify that
n
l
f. Click OK to save
your e
changes
a
l
your changes
Graph Editor. Click the Hide/Show Layout Pane button on
Kh appear
rab in tothemake
n
e
theatoolbar s
if fnecessary
space to view the results of your work. Your results
lm
n
a
shouldra
look
similar to the screenshot.
S n-t
no
Unauthorized reproduction or distribution prohibited Copyright 2015, Oracle and/or its affiliates
g.
8.
9.
To test the zoom and scroll settings you made, click the magnifying glass icon on the
lower corner of the graph and experiment with the zoom options. When you zoom in,
you can then scroll through additional areas of the graph.
h. Roll your mouse over the rectangles in the graph and verify that the data values
appear.
Change the measures in the graph.
a. If necessary, show the Layout pane.
b. Drag the 11- Fixed Costs measure from Measures to the Excluded drop target to
exclude it from your sales graph.
c. Notice that the graph refreshes to show only the measures 10- Variable Costs and 1Revenue.
Instead of grouping and displaying all of the states, use a State slider to display one state at
a time.
a. In the Bars drop target in the Layout pane, notice that you are grouping the measures
by C52 Country Name, the attribute.
b. Drag the C52 Country Name attribute column from the Bars > Group By drop target to
the Sections drop target. Select the Display as Slider option for Sections and verify
that the sections are all subsumed in the Graph view, but with a slider indicating the
current selected state.
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Unauthorized reproduction or distribution prohibited Copyright 2015, Oracle and/or its affiliates
c.
a
s
a
)h
m
o countries.
d. Use the Increase
and Decrease
buttons to scroll throughc
the
ide
p
u
u
e. Click the Play button to automatically scroll through the available
states.
ro nt G
g
f. Click the Pause button to review a state that is of interest.
a tude
m
i
t
10. Add position formatting to your graph. Set the Revenue
bars
fa is Sto appear as green and the
Variable Costs bars to appear as dark blue. @
th
an to open
e
a. Click the Edit Graph Propertieskbutton
the
Graph Properties dialog box.
h
s
u
n
o
t
b. Click the Style tab.
a
e
m
l
s
c. Click the Format (button
sa licforenthe Style and Conditional Formatting option.
n
d. On the Style
tab of the Style and Conditional Formatting dialog box, click
ebutton
l
haFormatting
b
the AddK
New Position
and select green as its color.
ra
n
e
a
f
e. lm
Add a second
s position and select dark blue as its color. Note that the position
n
a
a
r
relationships
correspond to the positions of the measures in the Measures drop target
S n-t
noin the Layout pane of the Graph Editor. The dialog box should appear as follows:
f.
g.
Unauthorized reproduction or distribution prohibited Copyright 2015, Oracle and/or its affiliates
h.
Verify your results by selecting India in the slider. Your results should look similar to
the screenshot.
a
s
a
)h
m
o iadhigh
e
11. Add conditional formatting to your graph to indicate countries that have
ccrossed
p
threshold for fixed costs. Build a condition to display Fixed Costs u
as orangeG
inuthe graph if
ro nt
they exceed 150,000.
g
aGraphtProperties
de dialog box.
m
u
a. Click the Edit Graph Properties button to open
the
i
t
fa is S
b. Click the Style tab.
@
th Formatting option to open the
n and Conditional
a
e
c. Click the Format button
for thehStyle
us
Style and Conditional Formatting
nkdialogtobox.
a
e
lm nstab.
d. Click the Conditional
aFormatting
s
e
(
e. Click the 10- Variable
Costs
ic measure.
n
l
a
e
l
f. Click Add
KhCondition
ab Format and select 10- Variable Costs.
r
n
e
a
f
g. m
In the New s
Condition dialog box, set the Operator to is greater than.
l
n
a
a
r
Sh. Enter
-t the value 150000.
n
o
i. n Click OK.
j.
Unauthorized reproduction or distribution prohibited Copyright 2015, Oracle and/or its affiliates
k.
Check your work in the Style and Conditional Formatting dialog box:
a
s
a
)h
m
co uide
p
ou nt G
r
g
e and then click OK to
l. Click OK to close the Style and Conditional Formatting
a- dialog
dbox,
m
u
i
t
t
close the Graph Properties dialog box.
fa is S
@
m. Select Australia in the slider.
th
n
a
e
h
n. Verify that the Variable Costs bar
in the graph
us turns orange to indicate that Australia
nkCosts.
o
t
has more than 150,000 Variable
Your results should look similar to the
a
screenshot:
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Unauthorized reproduction or distribution prohibited Copyright 2015, Oracle and/or its affiliates
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5. Save the analysis as APAC Region Sales with Graph in the My Sales folder.
Create a copy of the Compound Layout, then remove its filter view and rearrange the Table
and Graph views in the copy.
a.
Unauthorized reproduction or distribution prohibited Copyright 2015, Oracle and/or its affiliates
b.
c.
d.
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c
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a
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2. Create a new Compound Layout.
a
sebutton .
alm Layout
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a. Click the Create Compound
s
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(
ic Layout:3 does not inherit any properties from the
n
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b. Notice that the
new Compound
a
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l
h Titleabview is added to the new Compound Layout, representing the
Knew
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n
er setting, which displays the saved name of the analysis.
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c.
Notice that the new title view (Title:2) appears in the Views pane for the analysis. You
could now begin building the Compound Layout by adding new or existing views from
the View pane.
d.
e.
Unauthorized reproduction or distribution prohibited Copyright 2015, Oracle and/or its affiliates
Drilling on Graphs
The Product Sales with Audio Product Grouping analysis includes the Products Total hierarchy
and a custom grouping for All Audio Products. Just as you can expand hierarchy columns or
groupings in a Pivot Table to display more detail, you can drill on graph elements that are
created from hierarchy columns or groupings.
1. Navigate to the Product Sales with Audio Product Grouping analysis and open it for
editing.
2. On the Results tab, add a horizontal bar Graph view to the Compound Layout.
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icin the graph to display the next level of the Product
n
l
a
e
3. Drill on the Total
Products
bar
l
h ab
hierarchy.n K
er
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s
m
l
Sa n-tran
no
4.
Click the browser Back button to return to the top level in the hierarchy in the graph.
Unauthorized reproduction or distribution prohibited Copyright 2015, Oracle and/or its affiliates
5.
Drill on the bar for the All Audio Products group. Notice that the graph shows a bar for the
group itself at the top of the graph and then all of its children in the remaining bars for
relative analysis.
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6. Click the browser Back button.
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a
7. Save the analysis.
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Unauthorized reproduction or distribution prohibited Copyright 2015, Oracle and/or its affiliates
In this practice, you use the Table view to show results in a standard table, experiment with the
use of sections and prompts, and add additional features, including totals and bins.
Scenario
Use the Table view to display column totals and grand totals, combine values into bins, and
specify Table view properties, such as location of paging controls, number of rows per page,
green bar styling, and column and table headings.
Time
15-20 minutes
has
)
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Columns
Product.P4 Brand
c
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Time.T03 Per Name Qtr
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Time.T02 Per Name Month
a
Facts.1- Revenue
atim is Stu
f
@ FunPod
th
nBizTech;
Filters
P4 Brand is equal to / is in
a
e
h
s
AND
nk to u
a
e to / is in 2008
T05 Per Name
lmYearnissequal
a
s
e
(
AND
ic
n
l
a
e
l
bName Month is equal to / is in 2008 / 10; 2008 / 11
KhT02 Per
a
r
n
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a
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no
Create the following new analysis and associated filters using the A Sample Sales subject
area:
Note: If you add the Year column to your analysis to create the filter, delete it from the
analysis after creating the filter.
Copyright 2015, Oracle and/or its affiliates. All rights reserved.
Unauthorized reproduction or distribution prohibited Copyright 2015, Oracle and/or its affiliates
2.
Turn off the default drill interaction for the P4 Brand and T03 Per Name Qtr columns.
a. In the T03 Per Name Qtr column, click the More Options button and select Column
Properties.
b. In the Column Properties dialog box, click the Interaction tab.
c. In the Primary Interaction drop-down list for the Value, select None.
d. Click OK to close the dialog box.
e. Repeat the steps to turn off the drill interaction for the P4 Brand column in this analysis.
In this case, turn off the drill interaction for the Column Heading, not the value.
f. Click the Results tab. Notice that the P4 Brand column heading, and values for the
T03 Per Name Qtr column, are black font color, indicating that there is no drill
interaction. Drill interaction is indicated by blue font color.
a
s
a
) hsetthe
3. Set the P4 Brand column as a table prompt to create a prompt for its values,
and
m
co uide
T03 Per Name Qtr column as a section.
p
u tablet toGthe Table
a. In the Compound Layout, drag the P4 Brand column above
othe
r
g
nappear in blue as
-drop targets
Prompts drop target. The Table Prompts and Sections
e
a
d
you drag over them. Note that you can make the
same change
tu by right-clicking the
tim
S
a
f
column header and selecting Move Column
@ > To tPrompts.
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b.
Verify the table prompt by selecting different brands and observing the results.
Unauthorized reproduction or distribution prohibited Copyright 2015, Oracle and/or its affiliates
c.
Drag the T03 Per Name Month column to the Sections drop target, which is just below
the table prompt. Note that you can make the same change by right-clicking the
column header and selecting Move Column > To Sections.
a
s
a
h
d. Save the analysis in the My Sales folder as My Table View Table )Prompt
and
m
o
Sections.
c uide
p
u
ro nt G
Adding Totals
g
a tude
1. Remove the table prompt and the section.
m
i
t
Sof selections made in the
faas a result
s
a. On the Criteria tab, remove any filters applied
i
@
h
t as follows:
table prompt during testing. Your filters
anshouldseappear
h
k
u
n
o
t
a
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s
(
ic
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l
a
e
l
h Results
b. Return to
b tab and click the Edit View button for the Table view.
Kthe
a
r
n
e of the Table editor, drag the P4 Brand column from the Table
c. In a
the Layout
fpane
s
lm
n
a
Prompts
to
the
Table drop target.
S n-tra
no
Unauthorized reproduction or distribution prohibited Copyright 2015, Oracle and/or its affiliates
d.
Drag T03 Per Name Month from the Sections drop target to the Table drop target.
Check your work:
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Unauthorized reproduction or distribution prohibited Copyright 2015, Oracle and/or its affiliates
2.
3.
Format P4 Brand and add subtotals for T03 Per Name Qtr to the table.
a. Display the Layout pane again.
b. Under Columns and Measures, for the P4 Brand column, click the More Options
button , select Format Values, and set the font style for the columns values to
Bold.
c. In the T03 Per Name Qtr column, click the Totals button
and select After to add
monthly subtotals.
d. Your analysis should look similar to the following:
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a
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s
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ic
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l
Kh rab
n
4. Click Done.
fe
s
lmthea analysis
n
5. Save
a
S n-tra in the My Sales folder as My Table View Totals.
no an Analysis with Bins
Creating
1.
2.
3.
4.
Unauthorized reproduction or distribution prohibited Copyright 2015, Oracle and/or its affiliates
5.
a
s
a
)h
m
co uide
p
ou nt G
r
g
a- tude
m
i
at is S
f
th the following product types:
n@
k. Add another bin named Cameras Bin
that includes
a
e
h
k o us
Camera, Cell Phones, Smart
nPhones.
t and name the bin Other Product Types
a
e
l. Select Create a bin forlm
all other values
s
(sa licen
Bin.
n
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K
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m
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no
m. Click the Column Formula tab and notice that the column formula is changed to a CASE
statement.
n.
Unauthorized reproduction or distribution prohibited Copyright 2015, Oracle and/or its affiliates
6.
7.
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Unauthorized reproduction or distribution prohibited Copyright 2015, Oracle and/or its affiliates
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Practices for
Lesson
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Showing
tu with Pivot
S
atim iResults
f
Tables
@ th s
n
a
h Chapter
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al ens
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Unauthorized reproduction or distribution prohibited Copyright 2015, Oracle and/or its affiliates
In these practices, you create Pivot Table views and explore their sorting, formatting, and other
options. You use pivot tables to display running sums and measures as percentages of whole.
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Unauthorized reproduction or distribution prohibited Copyright 2015, Oracle and/or its affiliates
In this practice, you use the Pivot Table view to display results in Oracle Business Intelligence.
Scenario
Use a Pivot Table view to take row, column, and section headings and swap them around to
obtain different perspectives of the data. You create multiple drop-down lists for attributes, add
totals, override default aggregation rules for measures, display an items relative value, use
calculations, and modify pivot table formatting.
Time
20-25 minutes
Task
1.
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a
atim is Stu
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b. Click the Results tab. Because your analysis
th a hierarchy, a pivot table
n@ includes
a
e
h
appears by default in the compound
layout.
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Create an analysis and work with its Pivot Table view.
a. Use the A Sample Sales subject area to create the following new analysis and
associated filter:
c.
Click the Edit View button for the Pivot Table view to open the Pivot Table Editor.
Unauthorized reproduction or distribution prohibited Copyright 2015, Oracle and/or its affiliates
d.
a
s
a
)h
m
co uide
p
ou nt G
r
g
a- tude
m
i
at is S
f
e. Drag T05 Per Name Year from Rows n
to@
the PivottTable
h Prompts drop target to create
a
e
a prompt for the pivot table.
h
s
uthe
nk to display
o
f. Click the Display Results a
button
results preview and drag the Layout
t
e
m
l
s
pane below the preview
in
the
editor.
a
en
(sdrag
c
i
g. In the Layout pane,
P1
Product to the Columns drop target. Make sure that P1
n
l
a ble Labels.
ProductK
ish
below Measure
ra
n
e
a
f
s
lm
Sa n-tran
no
Unauthorized reproduction or distribution prohibited Copyright 2015, Oracle and/or its affiliates
h.
has
)
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c
up t Gu
o
r
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a
atim is Stu
f
n@ e th
a
h
k to us
n
a
i. Your results should look
e following:
msimilarntosthe
l
a
(s lice
n
a
h able
K
an sfer
m
l
Sa n-tran
no
Unauthorized reproduction or distribution prohibited Copyright 2015, Oracle and/or its affiliates
j.
2.
Move your cursor over the 1- Revenue measure label, select its handle, and drag it
below the column titles:
a
s
a
)h
m
co uide
p
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a- tude
m
i
at is S
f
n@ e th
a
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b. Your results should look similar to the following. Notice that sort descending on the
header cell applied sort descending to all members of the hierarchy.
Unauthorized reproduction or distribution prohibited Copyright 2015, Oracle and/or its affiliates
c.
Right-click Customers Total and select Sort > Sort Descending. Notice that by sorting
descending on Customers Total, 1- Revenue for lower members in the hierarchy is not
sorted ascending or descending.
a
s
a
)h
m
co uide
p
ou nt G
r
g
a- tude
m
i
at is S
f
n@ e th
a
h
s
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a
alm ense
s
(
ic
n
l
a
e
l
d. Right-click
and
Sort > Sort Ascending to set an ascending sort on the
btheselect
KhEMEA
a
r
n
EMEA
region
using
single
column on the row edge. Notice that the P1 Product
e
a aresfrearranged
m
columns
to
match
the column sort. Notice that the columns on the other
l
n
a
r
Sa edge
t
are
re-sorted.
non
3.
Unauthorized reproduction or distribution prohibited Copyright 2015, Oracle and/or its affiliates
c.
4.
Override the default aggregation rule for the 1- Revenue measure. The default aggregation
rule is specified in the Oracle BI repository, or by the original author of a report. In this
example, the default aggregation rule for 1- Revenue is SUM.
a. Navigate to the United States and note that the total 1- Revenue amount for United
States is 647,312. Compare this value with the value after you override the default
aggregation rule in the next steps.
a
s
a
b. In the Layout pane, click the More Options button
for the 1- Revenue)measure.
h
m
c. Select Aggregation Rule > Average.
o ide
c
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no
Unauthorized reproduction or distribution prohibited Copyright 2015, Oracle and/or its affiliates
d.
Check your results. Notice that the total 1- Revenue amount for all Customer regions is
now the average rather than the sum. For example, the total 1- Revenue amount for
United States is 215,771.
a
s
a
h the
)how
e. Experiment with some of the other available aggregation rules and notice
m
o ide
c
value changes for total 1- Revenue.
u
uis pset tot Sum).
G
f. After you finish, reset the aggregation rule to Default (which
o
r
nvisually appealing.
-g it more
e
5. Add green bar styling and formatting to the Pivot table toamake
d
tu toolbar. The Pivot
atimonistheSeditors
a. Click the Pivot Table View Properties button
f
Table Properties dialog box appears. n@
th
a
e
h
b. Select the Enable alternate styling
us
k option.
n
o
t
a
c. In the Alternate drop-down
e All Columns.
m list, nselect
l
s
a
(sSet alternate
d. If desired, click the
ce format button to modify the formatting of the
i
n
l
a
alternatinghrows.
le
b
K
a
e. Click
er the Pivot Table Properties dialog box.
anOK tosclose
f
m
l
n work. Your results should look similar to the following:
ayour
r
Sf.a Check
t
non
Unauthorized reproduction or distribution prohibited Copyright 2015, Oracle and/or its affiliates
6.
Add formatting for sections and section content. Include the column heading, set a page
break for each time the section changes, and retain the default behavior, which is
suppressing blank rows in the sections.
a. Move the T05 Per Name Year column from Pivot Table Prompts to the Sections drop
target. Notice that the Pivot table is now divided into three sections, one for each year.
b.
c.
d.
e.
f.
has
)
om ide
c
up t Gu
o
r
7. Show dollars as a percentage of the total for each section.
-g den
a
tu
a. In the Layout pane, click the More Options button
timfor 1-SRevenue.
a
f
b. Select Duplicate Layer.
@ this
n
a
h
se
k
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n
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e
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s
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no
c.
d.
e.
Click the More Options button for the duplicate 1- Revenue column that you just
created, and select Format Headings. The Edit Format dialog box appears.
In the Caption field, enter % Revenue.
Click OK.
Unauthorized reproduction or distribution prohibited Copyright 2015, Oracle and/or its affiliates
f.
Click the More Options button for % Revenue, and select Show Data As > Percent of
> Section.
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g.
8.
Your results should look similar to the screenshot. % Revenue displays the percentage
of the section in which it is included. For example, in the Year 2008 section, the EMEA
region sold 23.8 percent of all of the 7 Megapixel Digital Camera sold in that year, and
37.2 percent of all the (Install, Bluetooth Adaptor, and 7 Megapixel Digital Camera)
sold together in that year.
Build a calculation that identifies combined Revenue and percentages for 7 Megapixel
Digital Camera and Bluetooth Adaptor only.
a. In the Layout pane, click the More Options button for the P1 Product column.
b. Select New Calculated Item. The Calculated Item dialog box appears.
c. In the Display Label field, enter Camera & Adaptor.
d. In the Function drop-down list, select Sum.
e.
In the Available list, select the 7 Megapixel Digital Camera and Bluetooth Adaptor
Unauthorized reproduction or distribution prohibited Copyright 2015, Oracle and/or its affiliates
values and add them to the Selected list. Use the Search button
available members for your selection.
to narrow the
a
s
a
)h
m
co uide
p
ou nt G
r
g
a- tude
m
i
at is S
f
n@ e th
f. Click OK.
a
h
s
nk to u
a
lmitem isnincluded
g. Verify that the calculated
se in the results. There should be one calculated
a
s
e
(
item for 1- Revenue and one
for % Revenue. The results show combined revenue and
icsugar
n
l
a
percentages
for
powdered
and white sugar only. For example, in Year 2008,
e
l
h ab
K
combined
sales
of
7
Megapixel
Digital
Camera and Bluetooth Adaptor in the EMEA
r
n
e
a
f
region
was
708,295,
which
is
34.4%
of
all the (Install, 7 Megapixel Digital Camera, and
s
lm
n
a
a
r
Bluetooth
Adaptor)
sold
together
in
that
year.
S n-t
no
h.
i.
Click Done.
Save the analysis as My Pivot Table in the My Sales folder.
Unauthorized reproduction or distribution prohibited Copyright 2015, Oracle and/or its affiliates
Scenario
You display a running sum for dollars from January through December of 2008, and a running
sum for percentage of dollars from January through December of 2008.
Time
15-20 minutes
Task
You now build a pivot table that contains running sums for revenue throughout each month of
the year 2008. You also create running sums of the percentage of revenue for the year for each
month.
1. Use the A Sample Sales subject area to create the following analysis and associated
filters.
a
s
a
)h
m
co uide
p
ou nt G
r
g
a- tude
m
i
t
S
apane
f
s
i
Note: Use the Create a Filter button in the Filters
to
select the T05 Per Name Year
@
h
t
anarea for
column from the A Sample Sales subject
your filter, so that it is not added to the
e
h
s
k
u
selected columns for the analysis.n
o
t
a
2. Create a CASE formula to display
lm month
senames in the second month column.
a
n
s
e
(
a. Click the MorenOptions button
ic for second T02 Per Name Month column and select
l
a
e
Edit Formula.
l
Kh editor,
rabselect Time.T02 Per Name Month and remove the text.
nformula
b. In a
the
e
f
m ans
l
a
r Insert Function button
.
Sc. Click
tthe
n
o
n
Unauthorized reproduction or distribution prohibited Copyright 2015, Oracle and/or its affiliates
d.
Expand Functions > Expressions, and select Case (If). Click OK to insert the Case
function.
a
s
a
)h
m
co uide
p
G Name Month.
ou> T02
e. Select the text request_condition1, and then select Column
Per
r
t
g
n
a tude
m
i
t
fa is S
@
th
n
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n
l
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l
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a
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no
Unauthorized reproduction or distribution prohibited Copyright 2015, Oracle and/or its affiliates
f.
Insert your cursor in the expression after the column name and enter = 2008 /
01.
has
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c
up t Gu
g. Select the text expr1, and replace it with January. ro
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a
atim is Stu
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a
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a
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s
(
ic
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l
Kh rab
n
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a
S n-t
no
h.
Complete the CASE formula with additional WHEN/THEN statements for the remaining
months of the year, and remove the optional ELSE expression. The complete formula
is shown below:
CASE
WHEN "Time"."T02 Per Name Month" = '2008 / 01' THEN 'January'
WHEN "Time"."T02 Per Name Month" = '2008 / 02' THEN 'February'
WHEN "Time"."T02 Per Name Month" = '2008 / 03' THEN 'March'
WHEN "Time"."T02 Per Name Month" = '2008 / 04' THEN 'April'
WHEN "Time"."T02 Per Name Month" = '2008 / 05' THEN 'May'
WHEN "Time"."T02 Per Name Month" = '2008 / 06' THEN 'June'
WHEN "Time"."T02 Per Name Month" = '2008 / 07' THEN 'July'
Copyright 2015, Oracle and/or its affiliates. All rights reserved.
Unauthorized reproduction or distribution prohibited Copyright 2015, Oracle and/or its affiliates
i.
j.
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c
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Unauthorized reproduction or distribution prohibited Copyright 2015, Oracle and/or its affiliates
4.
d. Click OK.
Add a pivot table with totals.
a. Click the Results tab. Because the analysis contains attribute columns, but no
hierarchy columns, the Compound Layout defaults to a table view.
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b. Click the New View button and select Pivot Table.
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c. Click the Edit View button for the Pivot Table view to open the
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d. For consistency, because you just hid the T02 Per Name
column
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e
a
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tab, click its More Options button and select Hidden.
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drag the column to the Excluded drop point.fa
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e. Click the Totals button for Rows and
select
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Unauthorized reproduction or distribution prohibited Copyright 2015, Oracle and/or its affiliates
5.
e.
Click the More Options button for Running Sum Revenue and select Display as
Running Sum.
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se column now displays a running sum for revenue
alm
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e
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ic through December of 2008, calculating a sum for the
n
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b ones preceding it in the analysis. For example, the running sum
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lm
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S February
t
non
Unauthorized reproduction or distribution prohibited Copyright 2015, Oracle and/or its affiliates
6.
Build two additional columns to display the percentage and running sum for percentage.
a. Duplicate the 1- Revenue measure again and change the new columns caption to %
Revenue.
b. Click the More Options button for the % Revenue column and select Show Data As >
Percent of > Column. The column displays the percentage of total revenue earned in
each month.
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c. Duplicate the % Revenue measure and changeithe
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Sum % Revenue.
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nRunningeSum
d. Click the More Options button for the
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us % Revenue column now displays a
kRunning
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running sum for percentages
e each month in the analysis.
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e. Click Done.
Delete the Table view from the Compound Layout and save the analysis as My Running Sum
Table in the My Sales folder.
Unauthorized reproduction or distribution prohibited Copyright 2015, Oracle and/or its affiliates
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Practices for
Lesson
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Working
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Unauthorized reproduction or distribution prohibited Copyright 2015, Oracle and/or its affiliates
In these practices, you will explore and work with a variety of views in your analyses.
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Unauthorized reproduction or distribution prohibited Copyright 2015, Oracle and/or its affiliates
In this practice, you create a Simple Trellis view and an Advanced Trellis view.
Scenario
Use Trellis views to present multi-dimensional data laid out in a set of cells in a grid, with each
cell displaying a subset of data shown as numbers or as graphs.
Time
15-20 minutes
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T05 Per Name Year is equal to/is in 2009,f2010
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Click Results.
Unauthorized reproduction or distribution prohibited Copyright 2015, Oracle and/or its affiliates
c.
Click the New View button and select Trellis > Simple. A simple Trellis view is added
to the compound layout.
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d. Remove the Table view
Layout.
almfromethensCompound
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2. Edit the Trellis view.
ic
n
l
a
e
l
h button
a. Click theKEdit
bfor the Trellis view to open the Layout editor.
a
r
n
e drag T05 Per Name Year from the Color By drop target to the
b. In a
the Layout
fpane,
s
lm
n
Columns
drop
a
a target and observe the change in the right pane.
r
Sc. Drag
t
on 4-Paid Amount from the Color By target to the Group By target.
n
d. Drag C50 Region from the Columns target to the Color By target.
Unauthorized reproduction or distribution prohibited Copyright 2015, Oracle and/or its affiliates
e.
Check your work. Your Trellis chart should look similar to the screenshot:
a
s
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m
i
at is S
f
Notice that the Trellis chart enables you
to compare
th product types by region across
an@
e
h
time using the same scale (paidkamount).
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Unauthorized reproduction or distribution prohibited Copyright 2015, Oracle and/or its affiliates
3.
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ic
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l
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l
h over
b. Hold theKcursor
raba bar in any of the microcharts to see a tool tip with information
n
e
a
about
the data.
f
s
lm
n
a
a
c.
Notice
that
change the microchart type by using the View as drop-down list in
r
S then-Visualization
t you can
section.
Leave the view set to Vertical Bar.
o
n
d. Drag 4-Paid Amount and 8-Booked Amount from Group By to Color By.
Unauthorized reproduction or distribution prohibited Copyright 2015, Oracle and/or its affiliates
e.
Drag C50 Region from Color By to Group By. Notice that now 4-Paid Amount is
compared to 8-Booked Amount by region in the microchart for each cell.
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i
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f
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f.
Click Done to return to the compound
usview.
k tolayout
n
a
g. Save the analysis as My
eTrellis View in the My Sales folder.
mSimple
l
s
a
n
(s lice
4. Move years to prompts.
n
a
a. Hold the cursor
leleft of the 2009 column until the T05 Per Name Year handle is
h toathe
b
K
displayed
ether cursor changes to the drag icon.
an and
f
s
m
l
Sa n-tran
no
b.
Drag T05 Per Name Year above the measure to the Trellis Prompts drop target to
create a prompt for Year.
5.
Unauthorized reproduction or distribution prohibited Copyright 2015, Oracle and/or its affiliates
b.
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c. Close the separate browser window.
s
nk to u
6. Save your analysis.
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alm ense
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Creating an Advanced
Trellis lView
ic
n
a
e
l
h Sales
1. Use the A K
Sample
rab subject area to create a new analysis with the following columns
n
e
and filters:
a
f
s
lm ranProduct
Products.P1
a
SCust Regions.C50
-t
Region
n
o
Simple
n Calculations.17-Net Costs
Simple Calculations.20 Actual Unit Price
P3 LOB is equal to / is in Electronics
2.
Unauthorized reproduction or distribution prohibited Copyright 2015, Oracle and/or its affiliates
c.
d.
e.
f.
g.
Open the Column Properties dialog box for the Unit Price column and click the Data
Format tab.
Select Override Default Data Format.
Change the data format to Currency. Display the dollar sign ($) and 2 decimal places.
h.
i.
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nk to u
a
j. Click OK to close the Column
lm Properties
se dialog box.
a
n
s
e
(
3. Click Results.
ic
n
l
a
e
l
h button
4. Click the New
b and select Trellis > Advanced to add an Advanced Trellis view
KView
a
r
n
to the compound
layout.
e
fview
s
lmatherTable
n
5. Delete
from the Compound Layout. Your results should look similar to the
a
a
Sscreenshot.
t
non
6.
Unauthorized reproduction or distribution prohibited Copyright 2015, Oracle and/or its affiliates
c.
7.
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b. In the View as drop-down list, select Spark Line.
g
a- tude
c. In the Subject Areas pane, expand Time.
m
i
t in theS Visualization section. Notice
atarget
f
d. Drag T02 Per Name Month to the Lines drop
@ this which shows a line graph of
n
that Net Costs data is now represented
by a microchart,
a
h
se
k
costs by month.
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e.
f.
g.
h.
8.
In the Visualization section, use the scroll arrows to select Unit Price.
Notice that Month is displayed in the Bars area, but is unchecked.
In the View as drop-down list, select Numbers.
Notice that Unit Price data is now represented as a number in the chart.
Unauthorized reproduction or distribution prohibited Copyright 2015, Oracle and/or its affiliates
d.
e.
f.
g.
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9. Click Done
to
rto the Compound Layout.
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e
a
f
s
lm ran as My Advanced Trellis View in /My Folders/My Sales.
10. Save
Sa nthe-tanalysis
no
Unauthorized reproduction or distribution prohibited Copyright 2015, Oracle and/or its affiliates
a.
a
s
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m
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p
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b. Hover over the microcharts to view tool tips about the
Notice
e that the tip shows
a-data.
d
m
u
the starting value, ending value, maximum value,
and
minimum
i
t
at is S value for each microf
chart.
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Unauthorized reproduction or distribution prohibited Copyright 2015, Oracle and/or its affiliates
c.
as
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d. Close the preview browser window.
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Unauthorized reproduction or distribution prohibited Copyright 2015, Oracle and/or its affiliates
Scenario
Add a column selector view to enable users to dynamically change the columns that appear in
an analysis. By using a Column Selector view in your Compound Layout, you can provide a
quick way for users to select a column for which they would like to view measures.
Time
5-10 minutes
Task
1.
Create an analysis:
a. Create the following new analysis using the A Sample Sales subject area:
Cust Regions. C52 Country Name
Base Facts.1-Revenue
Base Facts.2-Billed Quantity
Simple Calculations.17 Net Costs
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b. Click Results. By default, the results
appear
usin a Compound Layout with a Title view
nkused an
o
and a Table view, becauseayou
attribute column in your selected columns for
t
the analysis.
alm ense
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2. Add a Column Selector
view. lic
n
a
le either in the Views pane or on the toolbar and select Other
h abbutton
a. Click theKNew View
er Selector to add the Column Selector view to the Compound Layout.
an > Column
Views
f
s
m
l
an Selector view is added under the Table view. Click the Edit View button
Column
r
Sb.a The
t
ofornthe Column Selector view.
n
c. In Column 1 (C52 Country Name), select the Include Selector option.
Unauthorized reproduction or distribution prohibited Copyright 2015, Oracle and/or its affiliates
d.
Add choices to the column selector by double-clicking the following attribute columns in
the Subject Areas pane: Time.T05 Per Name Year, Time.T03 Per Name Qtr, Cust
Region.C50 Region, Cust Region.C51 Area. Notice that you can edit column
properties or add custom formulas for the columns in the list. Hierarchical columns
cannot be added to the selector.
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f
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us list to verify that the columns appear as
nk drop-down
e. Click the preview Column Selector
o
t
a
selected.
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f.
Unauthorized reproduction or distribution prohibited Copyright 2015, Oracle and/or its affiliates
g.
Drag the Column Selector view above the Table view in the Compound Layout.
a
s
a
)h
3. Use the Column Selector to modify the table results.
m
co uidthee Table
a. Select C50 Region from the Column Selector drop-down list and
notice that
p
ou nt G
view is updated with new results.
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Select the other columns from the Column Selector and observe the results.
n
c. Click the Criteria tab to view the selected columns for the analysis. Notice that the
.
attribute column now appears as a column group with the designated default indicated.
d.
Unauthorized reproduction or distribution prohibited Copyright 2015, Oracle and/or its affiliates
Scenario
You add a variety of views to the results of an analysis to help you look at data in meaningful
and intuitive ways. Preparing multiple views of results helps users to identify trends and
relationships in data. You create an analysis and add Filters, Legend, Narrative, Ticker, and
Logical SQL views. Finally, you add a View Selector view so that users can choose the view
that is useful to them.
Time
15-20 minutes
a
s
a
Add a Filters view and then drill down on an attribute hierarchy to view results.
h
)
m
1. Create the following new analysis using the A Sample Sales subject area:
o ide
c
d.
Drill on Monica Velasquez to see her customer segments, and then drill on Active
Singles to see customer names in that category. Drill on Albert Parker to see his
order statuses and order types.
Unauthorized reproduction or distribution prohibited Copyright 2015, Oracle and/or its affiliates
e.
a
s
a
)h
m
co uide
p
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g
a- tude
m
i
Notice that the administrator of the metadataa
repository
has
up the hierarchy to drill
t
Sthatsetdrilling
f
s
i
directly from the Sales Person to Customers.
Also
notice
Customer
@
th has made. Thisonis the
n
a
results in the analysis of the orders
that
the
customer
an
example
of
e
hpath. us
k
a cross-dimensional hierarchy
drill
an e to In the Views pane, select the Filters view and
f. Delete the Filters viewlm
from the analysis.
a fromeAnalysis
ns button.
s
click the Remove(View
c
an ble li
h
n K fera
a
lm rans
a
S n-t
o
n
g. Click the Criteria tab. Notice that columns and filters have been automatically added to
the original analysis.
h.
Adding Views
Unauthorized reproduction or distribution prohibited Copyright 2015, Oracle and/or its affiliates
In this section, you add Legend, Narrative, Ticker, and Logical SQL views.
1. On the Criteria tab, add Cust Regions.C50 Region, Cust Regions.C51 Area, and Base
Facts.2-Billed Quantity to your selected columns.
2.
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b. Click the Results tab.
@ this
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3.
Unauthorized reproduction or distribution prohibited Copyright 2015, Oracle and/or its affiliates
d.
e.
f.
Use the Add Caption button to add and populate items based on the following table:
Caption
Sample Text
Requires Attention
Sales Poor
Need to Watch
Sales Fair
On Target
Sales Good
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g. Click Done
bto the Compound Layout.
Khto return
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Unauthorized reproduction or distribution prohibited Copyright 2015, Oracle and/or its affiliates
h.
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nk to u
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se
4. Add a Narrative view tosdescribe
analysis.
alm the
n
e
(
ic View button and select Other Views > Narrative.
n
l
a. On the toolbar,
click the New
a
e
l
KhNarrative
b. Select the
rabview in the Views pane and click the Edit View button.
n
e
a
f
sfield of the Narrative Editor, enter This report shows sales by
c. lm
In the Prefix
n
a
a
r
S sales
-t area. The sales areas are:
n
o
d.n Select the text in the Prefix field and click the Bold button
.
e.
f.
g.
h.
i.
j.
Place your cursor at the end of the text, after the close bold tag, and click the Line
Break button twice.
In the Narrative field, enter @2. This will include the results from the second column
(C51 Area) in the narrative text. You use the syntax @n to return results from a column,
where n represents the desired column based on the sequence of columns in the
analysis. In this example, Sales Area is the second column in the analysis. Notice that
if you want to, you can limit the number of rows displayed or add row separator text or
tags, for example, a line break.
Place your cursor after @2 and click the Line Break button.
In the Postfix field, enter Please address sales marked as red.
Bold the text in the Postfix field.
Place your cursor at the beginning of the text in the Postfix field, before the bold tag,
and click the Line Break button once.
Unauthorized reproduction or distribution prohibited Copyright 2015, Oracle and/or its affiliates
k.
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c
p Gu
uresults.
o
l. Click Done to return to the Compound Layout and check ryour
-g dent
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5.
Add a Ticker view to scroll the total quantities for sales districts at the top of the analysis.
a. On the toolbar, click the New View button and select Other Views > Ticker.
b. Select Ticker in the Views pane and click the Edit View button.
c. In the Beginning Text field, between the first set of <tr> and <td> tags, enter Total
Units Sold by Sales Area.
d. In the Row Format field, enter @2[br/]@3. This displays data from columns 2 and 3 in
separate rows in the ticker. Column 2 is C51 Area and column 3 is 2-Billed Quantity.
Unauthorized reproduction or distribution prohibited Copyright 2015, Oracle and/or its affiliates
e.
a
s
a
)h
m
coLayout.
ide
p
f. Accept all other defaults and click Done to return to the Compound
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@
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k to us
n
a
6. Add a Logical SQL view. This
view is useful
for administrators and developers for
eincluded
m
l
s
a
n
debugging purposes, and
is
usually
not
in results for typical users.
s lice
(
n
a. On the toolbar,
the
e New View button and select Other Views > Logical SQL >
l
ha click
b
K
Standard.
era SQL view was added to the Compound Layout and that the logical
anthat aslogical
f
b. lm
Verify
n query appears.
athe
for
r
Sa SQL
t
non
7.
Add a View Selector view. This view allows users to select among available views and
display the most useful view.
a. On the toolbar, click the New View button and select Other Views > View Selector.
b. In the Views pane, select View Selector and click the Edit View button.
c. In the Caption text box, enter Select a view:
d. Set the Caption Position to Above.
e.
Select the Table view in the Available Views list and click the right-arrow button
add it to the Views Included list.
Copyright 2015, Oracle and/or its affiliates. All rights reserved.
to
f.
Unauthorized reproduction or distribution prohibited Copyright 2015, Oracle and/or its affiliates
g.
h.
Repeat the preceding step to add the following views to the Views Included list:
Logical SQL, None, and Narrative.
In the Views Included list, select the None view and click the down-arrow button to
move it to the bottom of the list. The views are displayed in the view selector in order
that they are displayed in the list. Note that you can also rename views in the list to
give them names that are more meaningful to your users.
Check your work.
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i.
j.
Click Done.
Scroll down to the bottom of the Compound Layout. In the View Selector view, toggle
between the different available views and verify that each view is displayed.
Unauthorized reproduction or distribution prohibited Copyright 2015, Oracle and/or its affiliates
2.
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3. Change the K
piehGraph layout.
rabselect Graph: Pie and click the Edit View button to display the
n
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a. In a
the Views fpane,
s
lm
n
Layout
pane.
a
a
r
Sb. Drag
-tC51 Area from Graph Prompts to Slices.
n
o
n
c. Drag C50 Region from Slices to Graph Prompts.
Unauthorized reproduction or distribution prohibited Copyright 2015, Oracle and/or its affiliates
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Adding a Selection StepsaView
s
(
c>eSelection Steps to add a Selection Steps view. Notice
i
1. In the toolbar, select
New View
n
l
a
le view shows Analysis contains no Selection Steps.
hSelection
that initially the
Steps
b
K
a
r view to the top of the Compound Layout and drop it to the right of
eSteps
anSelection
2. Drag the
f
s
m
l
the
a Table-trview.
an
S
n
3. Addoselection
steps.
n
a. Under the Compound Layout, display the Selection Steps pane.
b.
c.
d.
e.
f.
g.
In the Selection Steps pane, for Cust Regions C51 Area, click Then, New Step >
Apply a Condition.
In the Condition Type drop-down list, under Match, select All X values where Y =
values.
In the Action list, select Keep Only.
In the Column list, select Cust Regions.C52 Country Name.
Leave Operator set to is equal to.
In the Value list, select Afghanistan, Australia, Belgium, Canada, and Chile.
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h.
has
i. Click OK.
)
j. Notice that all of the relevant views are updated with the selectioncsteps,
om andidthe
e
k.
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In this practice, you create an analysis and display the results in performance tiles.
Scenario
You add performance tiles to an analysis to help you aggregate measures in a prominent and
visually simple manner. In this analysis, you view aggregate totals for Dollars, Units Ordered,
Units Shipped, and Percent Not Shipped.
Time
10-15 minutes
Tasks
1.
Create a new analysis from the A Sample Sales subject area with the following columns:
Base Facts.1-Revenue
Base Facts.2-Billed Quantity
Simple Calculations.17 Net Costs
Simple Calculations. 36 Profit Ratio
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s button and select Column
a. For the 1-Revenue column, click
uOptions
nkthe More
o
t
Properties.
a
almtab.ense
b. Click the Column(Format
s
ic
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l
c. Select Custom
Headings.
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l
Ktheh column
d. Change
rabthe heading to Revenue.
n
e
a
f
s steps for the remaining columns, adding the following headings:
e.alm
Repeat these
n
a
r
S Original
-t Heading Custom Heading
n
o
n 2-Billed Quantity Units
3.
17 Net Costs
Net Costs
36 Profit Ratio
Profit %
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f.
4.
g. Click OK.
Click the Results tab and verify the percent formatting for Profit %.
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5. Add four Performance Tile views:
m
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at Tile.is S
f
a. In the toolbar, select New View > Performance
@ Performance
th Tile views.
nfour
b. Repeat the first step to create a totalaof
e
h
s data for Revenue, the first measure
udisplay
c. Notice that all four Performance
nkTile views
o
t
a
column in the analysis.lm
e each Performance Tile view to display data for
sedit
a You must
n
s
one of the four measures.
e
(
ic to appear side by side, in a single row.
n
l
a
6. Drag the Performance
Tile
views
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7.
Modify the Revenue performance tile to remove the description. Descriptions are stored in
the repository and are displayed by default for a measure.
a. In the Views pane, select Performance Tile and click the Edit View button.
b. In the Layout pane, deselect Use measure description, and then delete the text in the
Description text box.
c. Click Done to return to the Compound Layout.
Copyright 2015, Oracle and/or its affiliates. All rights reserved.
Unauthorized reproduction or distribution prohibited Copyright 2015, Oracle and/or its affiliates
8.
a
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@ th
e. Click Done to return to the CompoundnLayout.
a
h
se
9. Create a performance tile for Net Costs.
k
u
n
oTile:3 and click the Edit View button.
t
a
a. In the Views pane, select
Performance
e
m
l NetnCosts.
s
aselect
s
b. In the Measure field,
e
(
c
li list, click the Format Measure button to display the
an bdrop-down
c. Next to thehMeasure
e
l
K dialog
Edit n
Format
rabox.
e
a
f
s
d. lm
Set the cell
n background color to light blue.
a
r
Se.a Click
t
- OK.
non
Unauthorized reproduction or distribution prohibited Copyright 2015, Oracle and/or its affiliates
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d. Next to the Measure drop-downk
the
usFormat Measure button to open the Edit
n list, click
o
t
Format dialog box.
a
e and then click OK.
m enter
s20,
alSize,
n
e. In the Font section,
for
s
e
(
icCompound Layout.
n
l
f. Click Done to
return to
the
a
e
l
h ab
11. Remove n
theK
Table view
r from the Compound Layout.
e
a
f
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12. In the toolbar, click the Show how results will look on a Dashboard button.
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Unauthorized reproduction or distribution prohibited Copyright 2015, Oracle and/or its affiliates
Goal
In this practice, you use Master-Detail linking to link two views together. Actions taken in the
master view affect data changes in a detail view, which listens on a designated channel for
changes to the master column.
Scenario
Use master-detail linking to enable users to dynamically change the appearance of a graph
based on actions taken in a linked master table view in an analysis.
Time
5-10 minutes
Tasks
1.
2.
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on the toolbar.
d.
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e.
f.
In the Graph Properties dialog box, on the General tab, select Listen to Master-Detail
Events.
In the Event Channels field, enter Country.
Check your work in the General tab:
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lm Properties
se dialog box.
g. Click OK to close the
aGraph
n
s
e
(
ic Editor and return to the Compound Layout.
n
l
h. Click Done to
close the Graph
a
e
l
b
Kh ralinking.
3. Test the master-detail
n
e
a
f
s location of the State slider in the Graph view.
a. lm
Note the n
current
a
a
r
Sb. Click
-tIndia in the Table view. Recall that you set C52 Country Name as the master
n
o
column.
n
Unauthorized reproduction or distribution prohibited Copyright 2015, Oracle and/or its affiliates
c.
Because the Graph view is listening on the Country master channel in the Table view,
the Country slider in the Graph view updates automatically to select India.
a
s
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a- thetuanalysis
d. Experiment with the master-detail linking, and then
save
de as APAC Region
m
i
t
Sales with Graph Linked.
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Unauthorized reproduction or distribution prohibited Copyright 2015, Oracle and/or its affiliates
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Unauthorized reproduction or distribution prohibited Copyright 2015, Oracle and/or its affiliates
a
s
a
)h
m
co uide
p
u t G9:
oLesson
r
Practices for
g
n
e
a
d
Visualizing
Stu Gauges and
atim is Data:
f
@ th
nMaps
a
e
h
s
k
u
Chapter
n
o 9
t
a
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m
al ens
s
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Unauthorized reproduction or distribution prohibited Copyright 2015, Oracle and/or its affiliates
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Unauthorized reproduction or distribution prohibited Copyright 2015, Oracle and/or its affiliates
In this practice, you use the Gauge view to show results as gauges.
Scenario
Create an analysis and display results in a Gauge view by using the Dial Gauge type. Set
general background properties for the Gauge view, modify ranges, titles, and footers, and set
advanced properties.
Time
10-15 minutes
Task
1.
a
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f
n@ e thto create the filter, delete it from the
Note: If you add the Date columnh
toayour analysis
s
analysis after creating the filter.
nk to u
a
c. Click the Results tab.
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Unauthorized reproduction or distribution prohibited Copyright 2015, Oracle and/or its affiliates
d.
On the toolbar, click the New View button and select Gauge > Dial.
a
s
a
h
)
m
u
g. Click the Show/Hide Settings Pane button
to hide theo
Settings
up pane
G
r
t
-g den
h. In the Size drop-down list, select Small.
a
atim is Stu
f
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a
h
s
nk to u
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alm ense
s
(
ic 1- Revenue is set as the measure in the Measures drop
i. In the Layout pane,
verifylthat
n
a
e
l
point. Kh
rab
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2.
e.
j.
Drag the 2- Billed Quantity measure from the Excluded drop point to the Measures
drop point.
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d.
Set the marker color for 1- Revenue to purple, and for 2- Billed Quantity use Blue.
e.
Use the gauge and canvas colors and borders settings to format the gauge as you
want.
On the Titles and Labels tab, deselect Use measure name as graph title and set
Gauge Set Title to Q208 Revenue Billed Quantity.
f.
g.
h.
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f
3. Modify the gauge ranges.
n@ th
a
a. Click the Show/Hide Settings Pane
button seto show the Settings pane.
h
u
nforkthe Dial
b. By default, the gauge ranges
Gauge are set to show percentage of total.
o
t
a
Currently, the Dial Gauge
lmdisplays
sethree percentage ranges. Click the Add
a
n
s
e
(
Thresholds button
to add
ic a fourth range. Keep its default color.
n
l
a
e
l
c. Check your
Dial Gauges now display four percentage ranges and the
bThechanged
Khresults.
a
r
n
legend
captions
have
reflect the new ranges. Notice that the ranges are
e so that theyto represent
a
f
s
m
dynamically
updated
equal percentages.
l
Sa n-tran
no
d.
e.
f.
Click Done.
Delete the Table view.
Save the analysis as My Gauge Views in the My Sales folder.
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In this practice, you use the Map view to show results as binned percentiles of a measure for
states on a map.
Scenario
You create an analysis and display results in a Map view by using the State layer that has been
prepared by your administrator. You explore Map view properties and options for the map
formats, and then verify your maps settings by viewing the revenue for states in the maps.
Time
10-15 minutes
Task
1.
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b. Click the Results tab.
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Add a Map view to the Compound Layout.
a. Use the A Sample Sales subject area to create the following new analysis:
Unauthorized reproduction or distribution prohibited Copyright 2015, Oracle and/or its affiliates
c.
Click the New View button on the toolbar and select Map to display the world map.
a
s
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)h
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a- tude
m
i
at is S
f
th by quartiles for the 1- Revenue
n@are ebinned
a
d. Notice that, by default, the BI Data
Layers
h
k shades
uofsgray for use in the map.
nas
measure and are distinguished
o
t
a
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s
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ic
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Unauthorized reproduction or distribution prohibited Copyright 2015, Oracle and/or its affiliates
e.
Use the Zoom and Pan tools in the Map view to zoom in and view the United States in
the world map. Your administrator has created and mapped a layer to the State column
in the A Sample Sales subject area and set a default format.
a
s
a
)h
m
co uide
p
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m
i
at is S
f
n@ e th
a
h
s
nk to u
a
e
f. The layer has beensmapped
to n
as
number of zoom layers, so that the state formats are
alm e
(
available as you
zoom in lon
icthe map of the United States. Click the Edit View button
n
a
e
l
for the
bto open the Map Editor.
KhMap view
a
r
n
feclick the Map Properties button to open the Map Properties dialog
g. lm
Onathe toolbar,
s
n
a
ra have properties similar to other views, particularly Graph views. Explore the
S box.
tMaps
n
properties
in the various tabs, including the Canvas Size options.
o
n
h. On the Tools tab, notice that you can turn on and off the Pan and Zoom tools, the
Zoom Slider, and the distance information display. Leave the default settings.
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i.
2.
On the Interaction tab, deselect the Automatically create formats when drilling
option. Because you currently have only one layer mapped, you cannot drill on the
map, so this option is unnecessary for your map. In maps with multiple layers, for
example, drilling from state to city would, if the option were selected, automatically
create a new format for the city layer that would then appear in the Map Formats list.
j. On the Labels tab, you can select and deselect labels for the layers to be displayed as
the map is zoomed in and out. Leave the default setting and click OK to close the
dialog box.
Edit the default Color Fill format.
a. Place your cursor over the 1- Revenue (Color Fill) format and click the Edit button.
b.
In the Color Fill dialog box, retain the automatic naming of the labels for the state,
currently derived from the measure name by default.
Retain the default for the tool tips. You can select from the columns in the analyses to
display their names when users place their cursors over column values in the map.
Notice that the Vary Color By drop-down list includes measures in your analysis that
you can select to vary color by. Because you have only one measure, 1- Revenue, in
your analysis, leave this set as the value.
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c.
Unauthorized reproduction or distribution prohibited Copyright 2015, Oracle and/or its affiliates
e.
Experiment with the binning options in the Bin Type drop-down list. When you select
the default, Percentile Binning, the bins are automatically broken into quartiles from
Maximum to Minimum, as seen in the bottom of the dialog box. You can edit the default
labels for each bin to clarify the results if desired. You can also increase or decrease
the number of bins by making selections in the Bins drop-down list. Set the number of
bins to 6.
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f.
g.
h.
i.
Experiment with the other types of binning. Value binning enables you to set minimum
and maximum values and label bins. In Color Fill formats, you can also select
Continuous Color Fill, in which a band of color is varied and applied to the ranks of the
geographies in the map. After exploring, retain the percentage binning.
Use the Style drop-down list to select a series of colors for use in representing each bin
in the maps states for ranking. Select an option in the drop-down list to add more
distinctive colors than the shaded grays that came as defaults.
Select the Allow Dashboard Users to Edit Thresholds option. This option is
available for Color Fill formats using percentile or value binning. It creates a color slider
on the Map view, which users can use to set the thresholds for the binning. Note that
because percentile binning does not allow threshold settings, when this option is
selected and saved for the Map view, the Bin Type is automatically changed to Value
Binning.
You can change the transparency to lighten or darken the color shading.
Copyright 2015, Oracle and/or its affiliates. All rights reserved.
Unauthorized reproduction or distribution prohibited Copyright 2015, Oracle and/or its affiliates
j.
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a
Sk. Click
-tOK and verify your changes.
n
o
l. n Use the slider to change the thresholds and experiment with your results.
3.
m. Change the Color Fill Format back to the default so that the Allow Dashboard Users to
Edit Thresholds option is deselected.
n. Click Done to return to the Compound Layout.
Use the marquee zoom feature to zoom into a specific area of the map.
a. Use the zoom and pan controls to center the United States in the Map view.
b. Place the cursor over a region of the map to display an information window for that
region for the data that is directly below the mouse cursor.
c.
d.
e.
Unauthorized reproduction or distribution prohibited Copyright 2015, Oracle and/or its affiliates
Goal
In this practice, you map a BI column to a map layer, edit a background map, and create an
analysis with a map view that displays state outlines color-coded by the percent change from
the prior year. Additionally, the outline thickness varies by the revenue for the state.
Scenario
You want to create an analysis for January 2009 that displays a map view. In the map, states
should be outlined by using a line format. You want the line to be color-coded based on the
percent change from the prior year, and the line thickness to vary by state revenue. However,
line formatting is available only for map layers with a Geometry Type of Line, and currently no
such layers exist in the map metadata for Answers. Before you can create your analysis, you
must map a layer to the State column in the repository, and set the Geometry Type to Line.
Then, you must add the layer to a background map.
a
s
a
) h click
1. In the Global Header, click Administration, and then under Map Data Management,
m
Manage Map Data.
co uide
p
G button .
ouEditnLayers
2. On the Layers tab, select the OBIEE_STATE2 layer and clickrthe
t
g
a tudeNote that this change
3. In the Name field, change the layer name to OBIEE_STATE_LINES.
m
i
t
provides a more descriptive name for users but does
fa notsource.
s S the layer location, which still
iaffect
@
points to the original layer name as definednin
the datath
haBI EEurepository:
se
4. Add a mapping to a column in the Oracle
k
n
o
t
a
e
m
a. Click the BI Key Columns
button
and
select A Sample Sales for the Subject
l
s
a
n
s
e
(
Area to display the Select iBI
c Key Columns dialog box.
n
l
a
e
b. In the Available
pane,
expand
Customers > Cust Regions, and select C54 State
l
h ab
K
Code.
an sfer
m
l
Sa n-tran
no
Editing Map Layers
Unauthorized reproduction or distribution prohibited Copyright 2015, Oracle and/or its affiliates
c.
a
s
a
)h
m
co uide
p
ou nt G
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a- tude
m
i
atIn case
d. Click OK to return to the Edit Layer dialog box.
aS
Duplicate Layer Key dialog
f
s
i
@
h
box pops up, click OK.
t
hantheudata
sein the Layer Key column. In the BI Key
5. The data in the BI Key column mustk
match
nclick Sample
o Data to view sample data for the BI Key
t
a
column, under C54 State Code,
e
m
al ens
Column.
s
(
ic data displays WV, but if we select the Layer Key as
n
l
6. Notice that the BIaKey
column
sample
e
l
STATE_NAME
Data, it displays MORELOS. The data in the columns
Khand click
abSample
rOracle
n
e
a
does not
match,sand
BI EE will not be able to associate the columns at run time.
f
lm
Sa n-tran
no
Unauthorized reproduction or distribution prohibited Copyright 2015, Oracle and/or its affiliates
7.
Now in the Layer Key drop-down list, select State Abbrv. Notice that the sample data for
the Layer Key changes to MO. This matches the way states are referenced in the BI Key
column.
a
s
a
)h
8. In the Geometry Type drop-down list, select Line.
m
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9. Click OK to return to the Manage Map Data screen.
p
u tG
o
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g
n
Adding a Layer to a Background Map
e
a
d
1. Click the Background Maps tab.
atim is Stu
f
2. Select the OBIEE_WORLD_MAP background
thclick the Edit Background Map
n@map,eand
a
h
s box.
button
to display the Edit Background
udialog
k tMap
n
o
a
3. Under Interactive BI Layerslm
and FeatureeLayers, OBIEE_STATE_LINES layer is already
a
ns Layers icon and add the OBIEE_STATE_LINES.
present. In case it is not,
then click
Add
s
e
(
c
an ble li
h
n K fera
a
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Practices for Lesson 11: Measuring Results with Scorecards and KPIs
Chapter 11 - Page 1
Unauthorized reproduction or distribution prohibited Copyright 2015, Oracle and/or its affiliates
In these practices, you will create KPIs and a scorecard for the A Sample Sales subject area.
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Practices for Lesson 11: Measuring Results with Scorecards and KPIs
Chapter 11 - Page 2
Unauthorized reproduction or distribution prohibited Copyright 2015, Oracle and/or its affiliates
In this practice, you create a number of KPIs from the A Sample Sales subject area.
Scenario
As an analyst for Eden, Inc., you want to track certain KPIs. You will eventually leverage these
KPIs to create a scorecard for the company.
Revenue KPI: Track the performance of actual revenue to target revenue. The KPI
status is based on the percent variance between these two values.
Unit Price: Compare the actual unit price to the target unit price. The KPI status is
based on the percent variance between these two values.
Collect to Bill Ratio: Compare the calculated collect-to-bill ratio to a target value of 1.
The KPI status is based on fixed ratio values.
Fixed Costs: Compare current fixed costs to prior period fixed costs. The KPI status is
based on the percent variance between these two values.
% Early Shipped: Compare the calculated measure Early Shipped Pct to the
companys target of 33 percent. The KPI status is based on calculated percentages of
the target value.
Customer by Sales Rep: Compare the number of customers by sales rep to the
company target of 40. The KPI status is based on calculated percentages of prior
period customer by sales rep values.
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Practices for Lesson 11: Measuring Results with Scorecards and KPIs
Chapter 11 - Page 3
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Practices for Lesson 11: Measuring Results with Scorecards and KPIs
Chapter 11 - Page 4
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e.
Repeat these steps to add Offices > Office Regions > D50 Region and Time > T03
Per Name Qtr.
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Practices for Lesson 11: Measuring Results with Scorecards and KPIs
Chapter 11 - Page 5
7.
Unauthorized reproduction or distribution prohibited Copyright 2015, Oracle and/or its affiliates
8.
The Custom Attributes page is where you can add custom calculations for the KPI. For this
practice, you are not adding any custom attributes.
Save the KPI:
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Practices for Lesson 11: Measuring Results with Scorecards and KPIs
Chapter 11 - Page 6
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d.
In the Compare to prior drop-down list, select Time > T02 Per Name Month.
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Practices for Lesson 11: Measuring Results with Scorecards and KPIs
Chapter 11 - Page 7
4.
Add the following dimensionality for the KPI, leaving the value to be prompted:
Offices > Office Regions > D50 Region
Products > Products Hierarchy
Unauthorized reproduction or distribution prohibited Copyright 2015, Oracle and/or its affiliates
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Practices for Lesson 11: Measuring Results with Scorecards and KPIs
Chapter 11 - Page 8
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7.
In the Global header, select Open > Unit Price to view the KPI.
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Practices for Lesson 11: Measuring Results with Scorecards and KPIs
Chapter 11 - Page 9
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Practices for Lesson 11: Measuring Results with Scorecards and KPIs
Chapter 11 - Page 10
4.
Add the following dimensionality for the KPI, leaving the value to be prompted:
Time > T03 Per Name Qtr
Products > Products Hierarchy
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Practices for Lesson 11: Measuring Results with Scorecards and KPIs
Chapter 11 - Page 11
6.
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Practices for Lesson 11: Measuring Results with Scorecards and KPIs
Chapter 11 - Page 12
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Practices for Lesson 11: Measuring Results with Scorecards and KPIs
Chapter 11 - Page 13
4.
Add the following dimensionality for the KPI, leaving the value to be prompted:
Time > T03 Per Name Qtr
Products > Products Hierarchy
Unauthorized reproduction or distribution prohibited Copyright 2015, Oracle and/or its affiliates
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Practices for Lesson 11: Measuring Results with Scorecards and KPIs
Chapter 11 - Page 14
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Practices for Lesson 11: Measuring Results with Scorecards and KPIs
Chapter 11 - Page 15
Unauthorized reproduction or distribution prohibited Copyright 2015, Oracle and/or its affiliates
9.
In the Global header, click Open and select Fixed Costs to view the KPI. Notice that no
target data is displayed for 2008 Q1, because there is no data in the database prior to 2008
Q1.
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noCalculationsValue
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Practices for Lesson 11: Measuring Results with Scorecards and KPIs
Chapter 11 - Page 16
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Practices for Lesson 11: Measuring Results with Scorecards and KPIs
Chapter 11 - Page 17
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8.
Practices for Lesson 11: Measuring Results with Scorecards and KPIs
Chapter 11 - Page 18
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9.
In the Global header, click Open and select % Early Shipped to view the KPI.
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Calculations > 28 # of Customers by Sales Rep.
In the Target Value field, enter 40.
Select Enable trending.
In the Compare to prior drop-down list, select Time > T02 Per Name Month.
Practices for Lesson 11: Measuring Results with Scorecards and KPIs
Chapter 11 - Page 19
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Practices for Lesson 11: Measuring Results with Scorecards and KPIs
Chapter 11 - Page 20
4.
Add the following dimensionality for the KPI, leaving the value to be prompted:
Products > Products Hierarchy
Time > T03 Per Name Qtr
Unauthorized reproduction or distribution prohibited Copyright 2015, Oracle and/or its affiliates
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Practices for Lesson 11: Measuring Results with Scorecards and KPIs
Chapter 11 - Page 21
Unauthorized reproduction or distribution prohibited Copyright 2015, Oracle and/or its affiliates
k.
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# of Orders (Cnt Distinct)" USING
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Practices for Lesson 11: Measuring Results with Scorecards and KPIs
Chapter 11 - Page 22
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Click OK.
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7. Click Finish to display the Save As dialog box.
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Practices for Lesson 11: Measuring Results with Scorecards and KPIs
Chapter 11 - Page 23
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9.
In the Global header, click Open and select Customer by Sales Rep to view the KPI.
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Practices for Lesson 11: Measuring Results with Scorecards and KPIs
Chapter 11 - Page 24
Unauthorized reproduction or distribution prohibited Copyright 2015, Oracle and/or its affiliates
Scenario
Using the KPIs you created in the preceding practice, you put together a scorecard for Eden Inc.
The scorecard will have two main objectives:
Improve Financial Results: To accomplish this objective, the company needs to
increase sales and reduce costs, each of which will be represented as sub-objectives
with related KPIs. The Increase Sales sub-objective requires KPIs that track revenue
and unit prices. The Reduce Cost sub-objective requires KPIs that track the collect-tobill ratio and fixed costs.
Enhance Customer Satisfaction: To accomplish this objective, the company wants to
track and improve its early shipping percentages and its ratio of customers to sales
reps.
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Practices for Lesson 11: Measuring Results with Scorecards and KPIs
Chapter 11 - Page 25
Unauthorized reproduction or distribution prohibited Copyright 2015, Oracle and/or its affiliates
1.
In the Strategy pane, right-click Eden, Inc. Scorecard and select Create Objective to open
a new objective tab.
2.
3.
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5. Repeat these steps to add the Enhance
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no Perspectives are categories in your
objectives.
organization with which to associate
6.
initiatives, objectives, and KPIs. In this example you use the default perspectives that are
defined by the Balanced Scorecard Methodology.
Check your work:
Practices for Lesson 11: Measuring Results with Scorecards and KPIs
Chapter 11 - Page 26
Unauthorized reproduction or distribution prohibited Copyright 2015, Oracle and/or its affiliates
3.
4.
5.
a
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m
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Objective Name
Perspective
Assessment Formula p
Indicator
Type
ide
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Increase Sales
Financial
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3. Save each sub-objective and check your work:
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4. To add
o
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The following warning is displayed: A new child has been added whose weight
1.
2.
In the Strategy pane, right-click Improve Financial Results and select Create Objective.
Add sub-objectives to Improve Financial Results based on the following table:
5.
6.
7.
Practices for Lesson 11: Measuring Results with Scorecards and KPIs
Chapter 11 - Page 27
Unauthorized reproduction or distribution prohibited Copyright 2015, Oracle and/or its affiliates
3.
4.
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5. Notice that the KPI details are now displayed in the
S& KPIs list.
atObjectives
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6. Add the Unit Price KPI (located in My Sales/KPIs)
t Increase Sales objective. Use the
an seto the
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dimensions.
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7. The following message is displayed:
been added whose weight
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8. In the Objectives
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9.
Practices for Lesson 11: Measuring Results with Scorecards and KPIs
Chapter 11 - Page 28
3.
Unauthorized reproduction or distribution prohibited Copyright 2015, Oracle and/or its affiliates
b.
c.
d.
4.
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6.
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7. Click Test to see how the condition evaluates. The
message is displayed: The
f
s
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condition evaluates to True. Click
OK.
t
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s
k
8. Click the Delivery Content tab. Notice
that a KPI
u report called KPI Report: When Revenue
n created
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KPI is in Warning was automatically
as
the delivery content for the agent.
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9.
Practices for Lesson 11: Measuring Results with Scorecards and KPIs
Chapter 11 - Page 29
Unauthorized reproduction or distribution prohibited Copyright 2015, Oracle and/or its affiliates
e.
Notice that the analysis shows only data from the KPI where the status for the
AMERICAS region is Warning. Based on the agents configuration settings, this
analysis will be delivered to the specified users whenever the agent is either run
manually or scheduled to run.
a
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10. Close the window to return to your original browser window andothe
Inc. Scorecard.
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Adding KPIs to the Reduce Cost Objective
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1. Click the Reduce Cost tab.
th table (all KPIs are located in
n@on the
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the My Sales/KPIs folder):
nk to u
a
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KPI
Weight
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for all dimensions
nothe Save button to save the changes to the objective.
3. Click
4.
In the scorecard point of view, in the A Sample Sales.Time.T03 Per Name Qtr dropdown list, select 2009 Q1 and wait for the scorecard to refresh. KPI data is displayed in the
Objectives & KPIs list.
Practices for Lesson 11: Measuring Results with Scorecards and KPIs
Chapter 11 - Page 30
Unauthorized reproduction or distribution prohibited Copyright 2015, Oracle and/or its affiliates
1.
2.
3.
Dimensions
Weight
% Early Shipped
50%
50%
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4. Compare the results in your strategy pane to the following:
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6.
Notice that the Edit Dimension Settings dialog box also enables you to select a default
starting value for a dimension.
Leave the other settings as they are and click OK to close the Edit Dimension Settings
dialog box.
7.
Practices for Lesson 11: Measuring Results with Scorecards and KPIs
Chapter 11 - Page 31
Unauthorized reproduction or distribution prohibited Copyright 2015, Oracle and/or its affiliates
8.
9.
Repeat the process to change the labels to more user-friendly names and select default
values for the remaining dimensions, as described in the following table:
Dimension
Label
Default Value
Quarter
2009 Q1
A Sample Sales.Products.Products
Hierarchy
Products
Hierarchy
a
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Creating Scorecard Documents
m
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In this section, you create a strategy tree diagram, a strategy wheel, andpa smart KPI
u
to analyze your scorecard data.
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1. Create a strategy tree diagram:
m
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a button,
a. In the Scorecard Documents pane, click thefCreate
s
i
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Tree.
an se t
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b. A strategy tree diagram is displayed.
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10. Click OK to close the Settings dialog box.
Practices for Lesson 11: Measuring Results with Scorecards and KPIs
Chapter 11 - Page 32
Unauthorized reproduction or distribution prohibited Copyright 2015, Oracle and/or its affiliates
c.
Click the expansion controls below the main objective nodes to view the sub-objectives
and KPIs until the diagram is fully expanded.
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d. Click the Save As button to save the strategy tree diagram. Save the diagram to /My
Folders/MySales/Eden, Inc. Scorecard as Sales Strategy Tree. Notice that Sales
Strategy Tree is displayed in the Scorecard Documents pane.
Practices for Lesson 11: Measuring Results with Scorecards and KPIs
Chapter 11 - Page 33
2.
Unauthorized reproduction or distribution prohibited Copyright 2015, Oracle and/or its affiliates
a.
On the Sales Strategy Tree tab, click the Wheel Diagram Type button
a strategy wheel diagram.
to display
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Practices for Lesson 11: Measuring Results with Scorecards and KPIs
Chapter 11 - Page 34
Unauthorized reproduction or distribution prohibited Copyright 2015, Oracle and/or its affiliates
b.
Click the Save As button and save the strategy wheel diagram to My Folders/My
Sales/Eden, Inc. Scorecard as Sales Strategy Wheel. Notice that Sales Strategy
Wheel is displayed in the Scorecard Documents pane.
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Practices for Lesson 11: Measuring Results with Scorecards and KPIs
Chapter 11 - Page 35
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3.
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Practices for Lesson 11: Measuring Results with Scorecards and KPIs
Chapter 11 - Page 36
Unauthorized reproduction or distribution prohibited Copyright 2015, Oracle and/or its affiliates
b.
Double-click the Increase Sales sub-objective to center the diagram on the subobjective.
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c.
Double-click the Eden, Inc. Scorecard breadcrumb to return the diagram to its original
state.
Practices for Lesson 11: Measuring Results with Scorecards and KPIs
Chapter 11 - Page 37
Unauthorized reproduction or distribution prohibited Copyright 2015, Oracle and/or its affiliates
d.
By default, strategy wheel diagrams show three levels of detail, but you can display
more or fewer levels by using the collapse and expansion rings on the outer edge of
the diagram. Click the expansion ring.
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Practices for Lesson 11: Measuring Results with Scorecards and KPIs
Chapter 11 - Page 38
Unauthorized reproduction or distribution prohibited Copyright 2015, Oracle and/or its affiliates
e.
Notice that the KPIs for the Increase Sales sub-objective are now displayed in the
outer level of the strategy wheel diagram.
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Practices for Lesson 11: Measuring Results with Scorecards and KPIs
Chapter 11 - Page 39
Unauthorized reproduction or distribution prohibited Copyright 2015, Oracle and/or its affiliates
f.
Click the collapse ring twice. Notice that only Sales Scorecard and the two main
objectives are displayed in the diagram.
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4.
Practices for Lesson 11: Measuring Results with Scorecards and KPIs
Chapter 11 - Page 40
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c.
d.
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Practices for Lesson 11: Measuring Results with Scorecards and KPIs
Chapter 11 - Page 41
Unauthorized reproduction or distribution prohibited Copyright 2015, Oracle and/or its affiliates
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Practices for Lesson 11: Measuring Results with Scorecards and KPIs
Chapter 11 - Page 42
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Creating
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Unauthorized reproduction or distribution prohibited Copyright 2015, Oracle and/or its affiliates
In these practices, you add content you have created to your personal dashboard.
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Unauthorized reproduction or distribution prohibited Copyright 2015, Oracle and/or its affiliates
Scenario
Populate the default personal dashboard with analysis content created in previous practices and
configure the dashboard and its properties. Then publish a dashboard page to share the content
with other users.
Time
10-15 minutes
Task
1.
Set your account settings so that your starting page is My Dashboard rather than the Home
page.
a. If necessary, start Oracle Business Intelligence Presentation Services and sign in.
b. In the Global Header select <Username> > My Account.
a
s
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at box,isverify
f
c. On the Preferences tab of the My Account dialog
@
h
selected in the Starting Page drop-down
an list.sIfenot,t select it.
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d.
e.
f.
Unauthorized reproduction or distribution prohibited Copyright 2015, Oracle and/or its affiliates
g.
2.
Notice that by default the Dashboard Builder displays an empty page (page 1).
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Rename page 1 of the dashboard and view and edit the dashboard properties options to
make changes to the pages and appearance.
a. Click the Tools button
and select Dashboard Properties.
b. In the Dashboard Properties dialog box, retain the default Style for the dashboard.
Styles control how dashboards and results are formatted for display, such as the color
of text and links and so on. When you select a style from the drop-down list, you are
applying a preset cascading style sheet that controls overall dashboard appearance
properties.
c. Click the Edit button for the Dashboard Report links. Using the options in this dialog
box, you can add links for users to perform actions on the content of a dashboard. This
setting affects the defaults of the entire dashboard. You can also set these properties
for individual pages of the dashboard by clicking the Tools button and selecting Page
Report Links. The default for page report links is Inherit Dashboard Settings. Select
Analyze, Edit, Refresh, and Copy.
d.
e.
f.
g.
Unauthorized reproduction or distribution prohibited Copyright 2015, Oracle and/or its affiliates
h.
Click OK to close the Rename dialog box and verify that the page name is changed.
i.
Notice that there are buttons to delete pages and reorder pages when there are
multiple pages.
Notice also that you can hide a page, and choose to present an option to the user to
add the page to a briefing book. This option is different from the Report Links that you
just set, in that it acts on the entire dashboard page and the option appears in the Page
Options menu. You learn more about briefing books in Lesson 17: Oracle BI Briefing
Books.
Click OK to close the Dashboard Properties dialog box.
Verify that the page name is changed in the dashboard.
j.
k.
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m. Click the Save
button
in
the
Dashboard Builder to save the dashboard.
l
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K
r
3. Add content
Analysis page.
eRegional
an to the
f
s
m
l
athatn the Page Layout pane initially has no content in it.
r
Sa.b.a Notice
t
noInnthe Catalog pane, expand My Folders > My Sales.
Unauthorized reproduction or distribution prohibited Copyright 2015, Oracle and/or its affiliates
c.
4.
Drag the APAC Region Sales with Graph analysis onto the Page Layout pane.
Notice that a column is added, within which a section is added containing the
embedded analysis.
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h.
Unauthorized reproduction or distribution prohibited Copyright 2015, Oracle and/or its affiliates
i.
Click the Preview button to display the results of your work so far. Your dashboard
should look similar to the screenshot.
a
s
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m
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p
j. Close the preview browser window.
ou nt G
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6. Set the APAC Region Sales with Graph analysis to appear
a-in thetusection
de as a link that,
m
i
t
when clicked, opens the analysis within the section.
S
faProperties
s
i
@
a. Move your cursor over the analysis, click
the
button
, and select Display
h
t
n
a
e
Results.
h
s
nk is settotouEmbedded in Section, which means the
b. Notice that by default the analysis
a
sedisplays its results directly in the dashboard page.
analysis executes automatically
alm enand
s
(
c to display results. Link - Within the Dashboard
c. Notice therea
are
two otherlioptions
n
e
l
displaysK
ah
link that users
b must click to execute the request and see the results within
a
r
n
theadashboard.
In a Separate Window displays a link that users must click to
feLink -and
srequest
lm
n
executeathe
see the results in a new window.
a
r
Sd. Select
t
n Display Results > Link - Within the Dashboard.
o
n
e. Save the dashboard.
f.
g.
h.
Click the APAC Region Sales with Graph link to open the analysis in the section.
Click the Return link in the bottom left corner.
i.
7.
Unauthorized reproduction or distribution prohibited Copyright 2015, Oracle and/or its affiliates
b.
c.
d.
8.
In the Rename dialog box, change the name to APAC Region Sales and select the
Use Dashboard Object name as link text option. This option is available when you
rename an analysis in the Dashboard builder. You use this option to specify whether to
use the new name of the analysis as the link text when you display analysis results as
a link on a dashboard. Select this box to use the new name you specify. Deselect this
box to use the name with which the analysis is stored in the catalog.
Click OK.
Save and run the dashboard to verify the change.
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9.
alm ense
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l
Kh Condition
b. In the
Section
rab dialog box, click the New Condition button .
n
e
a
f
sCondition dialog box, select Analysis in the Create condition based on
c. lm
In the New
n
a
a
r
S drop-down
-t list and click Browse.
n
o
d.n In the Select Analysis dialog box, browse to the My Sales folder and select the
e.
f.
Unauthorized reproduction or distribution prohibited Copyright 2015, Oracle and/or its affiliates
g.
h.
Click Test.
You should receive the message that the condition evaluates to TRUE.
i.
j.
k.
l.
m.
a
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G to FALSE.
ou evaluates
p. Click Test. You should receive the message that the condition
r
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m
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fa is S
@
th
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s
nk to u
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q. Click OK to close
the Test.
ic
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a
e
l
r. Click OK
Ktohcloseratheb New Condition dialog box.
n
a OK tosclose
fe the Section Condition dialog box.
s. m
Click
l
n
a
a run the dashboard. The section is not displayed because the condition
St. Save
trand
n
oevaluated to false.
n
u. Navigate back to the Dashboard Builder, click the Properties button for the section
n.
o.
Unauthorized reproduction or distribution prohibited Copyright 2015, Oracle and/or its affiliates
11. Add content to the new page and modify the page properties.
a. In the Catalog pane expand My Folders > My Sales.
b. Drag Products APAC Region 2009 into the Page Layout pane.
c. Drag Product Sales into the Page Layout pane and drop it below Products APAC
Region 2009 inside of Section 1 so that both analyses are in the same section.
a
s
a
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p
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a- tude
m
i
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f
h set section properties to show
d. Rename Section 1 to Products APAC
Region tand
n@
a
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h
section title.
k to us
n
a
e. Click Horizontal Layout
ethe analyses horizontally within the section.
mto display
l
s
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le
f. Save and h
run the dashboard.
b
K
a
r
g. Verify
are displayed horizontally in the Products APAC Region page.
eanalyses
anthat the
f
s
m
l
Sa n-tran
no
12. Verify that your personal dashboard is now set as the default start page, and then reset
your default to Home Page.
a. Sign out of Oracle Business Intelligence and then sign back in. You should default to
My Dashboard upon sign in.
b. In your account settings, change the default to Home Page.
c. Sign out, sign back in, and verify that the sign-in default is the Home page.
Unauthorized reproduction or distribution prohibited Copyright 2015, Oracle and/or its affiliates
c.
d.
a
s
a
)h
m
co uide
p
u tG
o
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n
e. Click OK.
e
a
d
im Stuand confirm that the new
f. Navigate to Shared Folders > <username> > tDashboards
a
f
s
dashboard is visible.
thiwindow
n@ browser
a
g. Click Open to open the dashboardhin
a new s
and confirm that the new
e
k
u
e.
f.
g.
The Publish Page to Dashboard dialog box is displayed. Click Browse in the Publish
Page to Dashboard dialog box.
In the Select Dashboard dialog box, navigate to /Shared
Folders/<username>/Dashboards.
Select the APAC Region Analysis Shared dashboard. This is the dashboard to which
you will publish the page from your dashboard.
Unauthorized reproduction or distribution prohibited Copyright 2015, Oracle and/or its affiliates
h.
Click OK. The Publish Page to Dashboard dialog box should look similar to the
screenshot:
i.
a
s
a
)h
m
co uide
j. Click OK.
p
u tG
o> APAC
r
k. In the Global Header, select Dashboards > <username>
g
nRegion Analysis
e
a
d
Shared to open the dashboard.
u
atim isandStverify
f
l. Click the APAC Region Analysis Shared dashboard
that the Products
@ published
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t
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APAC Region dashboard page wasa
successfully
to the shared dashboard.
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Unauthorized reproduction or distribution prohibited Copyright 2015, Oracle and/or its affiliates
m. In the Catalog browser, navigate to Shared Folders > <username> and verify that the
two analyses are copied to this folder. When you publish a dashboard page personal
content (such as analyses, prompts, and so on) is copied to a destination location that
you specify and references are updated as appropriate.
a
s
a
h
) assigned
n. Check the permissions for the analyses. Any user who is a member of the
m
o ide
application roles will have access to these objects.
c
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15. Verify that other users have access to the shared dashboard. ou
r
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n
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a. Sign out and sign back in with username BBERRY and
BBERRY12.
Recall
e
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that BBERRY is a member of the BI Author application
role.
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b. In the Global Header, select Dashboards
> <username>
> APAC Region Analysis
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Shared to open the dashboard. ha
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c. Select the Products APACaRegion
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d. Verify that both analyses
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Practices for
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Configuring
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Unauthorized reproduction or distribution prohibited Copyright 2015, Oracle and/or its affiliates
In these practices, you embed external content and alerts in your dashboard.
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Unauthorized reproduction or distribution prohibited Copyright 2015, Oracle and/or its affiliates
Scenario
You have a dashboard with content generated by Oracle Business Intelligence analyses. You
want to add additional content from sources other than an analysis. You embed an HTML link
and an Alerts section.
Time
10-15 minutes
Task
1.
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Unauthorized reproduction or distribution prohibited Copyright 2015, Oracle and/or its affiliates
h.
Note: The URL that you specify should begin with http:// unless you plan to use an
item that is saved on the web server. If you use a network path to indicate the location
of the item, then ensure that you use the exact path. Items that are embedded on a
shared dashboard must be located on a network drive that is accessible to all users.
Click OK.
Save the dashboard and then click Run to view the results in the dashboard. You may
have to scroll down to see the embedded content, and scroll within the embedded web
page using the scroll bars.
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Unauthorized reproduction or distribution prohibited Copyright 2015, Oracle and/or its affiliates
2.
Add an Alert Section. This section will display any active alerts that are delivered to a user.
a. Open the Dashboard Editor and select the APAC Region Analysis page.
b. Drag a Column object from the Dashboard Objects pane to the top of the Page Layout
pane, above the other column.
c. Drag an Alert Section object onto the new column. Notice that the Alerts Section
object behaves like a Section object, but that its properties are similar to those of a
column. Your Page Layout pane should look like this:
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d.
Save and run the dashboard. Notice that the Alert section does not display in the
dashboard. This is because you have no active alerts at this time.
Unauthorized reproduction or distribution prohibited Copyright 2015, Oracle and/or its affiliates
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a
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oLesson
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Practices for
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Creating
Prompts
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Unauthorized reproduction or distribution prohibited Copyright 2015, Oracle and/or its affiliates
In these practices, you build dashboard prompts and declare and populate variables.
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Unauthorized reproduction or distribution prohibited Copyright 2015, Oracle and/or its affiliates
Scenario
Add a presentation variable to an analysis to be populated by a dashboard prompt. Then, create
a dashboard prompt and add it to a dashboard page, populating the variable. Finally, add a
slider dashboard prompt to filter the revenue measure in the dashboard.
Time
10-15 minutes
Task
In an earlier practice, you created an inline column prompt and saved it with an analysis,
allowing users to select different values to filter results. A named dashboard prompt for filtering
data is created in the same way. In this practice, you create a variable dashboard prompt to
declare and instantiate a Presentation variable, then test and populate the variable with values,
which you then reference in different ways, including an analysis column and Title view as well
as a filter in a separate analysis. Finally, you add a slider dashboard prompt to filter revenue on
your dashboard.
1. Create new analyses with prompted columns.
a. If necessary, open Oracle BI Presentation Services and sign in.
b. Use the A Sample Sales subject area to create the following new analysis:
C50 Region, C52 Country Name, 1- Revenue.
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h ab > Filter for the C50 Region column to open the New Filter
c. ClickntheKMore Options
a box.sfer
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an field, select Is Prompted.
Sd.a Innthe
trOperator
e.no
Click OK to close the New Filter dialog box.
f.
g.
h.
2.
Click the More Options > Filter for the C50 Region column to open the New Filter
dialog box.
i. In the Operator field, select Is Prompted.
j. Click OK to close the New Filter dialog box.
k. Save the analysis as Region Area Revenue in the My Sales folder.
Create a dashboard prompt that includes a presentation variable and filters results in a
dashboard based on user selection of a region.
a. In the Global Header, click the New button and select Dashboard Prompt.
b. Select the A - Sample Sales subject area from the Subject Area pop-up window.
Copyright 2015, Oracle and/or its affiliates. All rights reserved.
c.
i.
j.
k.
Unauthorized reproduction or distribution prohibited Copyright 2015, Oracle and/or its affiliates
d.
e.
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h.
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Unauthorized reproduction or distribution prohibited Copyright 2015, Oracle and/or its affiliates
m. In the Display pane, open the C50 Region choice list and verify that all three regions
are visible.
n. In the Display pane, click the Edit button for the page to open the Edit Page Settings
dialog box.
o. In the Title field enter Region Prompt.
p.
q.
r.
In the Instruction field enter Select a region from the list to filter
your dashboard.
In the Prompt Display field select Place label above prompt.
Check your work.
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Sk. Save
-t and run the dashboard.
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Unauthorized reproduction or distribution prohibited Copyright 2015, Oracle and/or its affiliates
l.
Confirm that the selected value for Region Prompt is APAC and that both analyses are
updated as expected.
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4.
m. Select a different value or values from Region Prompt, click Apply, and confirm that
both analyses are updated as expected.
Reference the presentation variable in the title views of the analyses.
a. Open the Dashboard Editor.
b. Click the Properties button for the Region Area Revenue analysis and select Edit
Analysis.
c. In the Compound Layout, click the Edit View button for the Title view.
d. In the Title editor, deselect the Display Saved Name option.
Copyright 2015, Oracle and/or its affiliates. All rights reserved.
Unauthorized reproduction or distribution prohibited Copyright 2015, Oracle and/or its affiliates
e.
f.
Click Done.
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analysis.
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Unauthorized reproduction or distribution prohibited Copyright 2015, Oracle and/or its affiliates
h.
Repeat the steps to add the presentation variable to the Title view of the Region
Country Revenue analysis.
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Unauthorized reproduction or distribution prohibited Copyright 2015, Oracle and/or its affiliates
j.
Navigate back to Dashboard: Region Sales and verify that the presentation variable
is populated correctly in the title of the analysis.
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5.
Create a slider dashboard prompt. Slider prompts are useful for enabling real-time
interaction with a data series.
a. In the Global Header, Click the New button and select Dashboard Prompt.
b. Select the A - Sample Sales subject area from the Subject Area pop-up window.
c. Click the New button
and select Column Prompt. The Select Column dialog box
appears.
d. Select Facts > Base Facts > 1- Revenue to open the New Prompt dialog box. Slider
prompts work with numeric columns.
e. In the User Input drop-down list, select Slider.
Copyright 2015, Oracle and/or its affiliates. All rights reserved.
f.
Unauthorized reproduction or distribution prohibited Copyright 2015, Oracle and/or its affiliates
g.
h.
i.
In the Operator field, select is greater than. This creates a thumb slider. To create a
range slider, you would select the Between operator.
Set the Lower Limit to 1000000 and the upper limit to 7000000.
Notice that you can add a spinbox to the slider. The user can click arrows to select a
value. When the user clicks the spinboxs arrows, the slider resets to the same value.
Deselect this option, but retain the default to compress values in the slider.
Leave the defaults for the slider orientation and size and check your work:
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Click OK.
Experiment with the slider in the Display pane.
l.
Save the prompt as Revenue Slider Dashboard Prompt in the My Sales folder.
Copyright 2015, Oracle and/or its affiliates. All rights reserved.
Unauthorized reproduction or distribution prohibited Copyright 2015, Oracle and/or its affiliates
6.
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c. Save the dashboard.
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Kh ra>bEdit Analysis to open the Region Area Revenue analysis in the
d. Select
Properties
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noselect Filter.
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Unauthorized reproduction or distribution prohibited Copyright 2015, Oracle and/or its affiliates
7.
Use the drop-down list, slider, and Apply and Reset buttons to experiment with different
combinations of the two dashboard prompts. Note that Reset > Reset to last applied
values will reset the prompt to the last successfully run analysis using the prompt. Reset >
Reset to default values will reset the prompt to the default value for the prompt.
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is selected by default.
Unauthorized reproduction or distribution prohibited Copyright 2015, Oracle and/or its affiliates
b.
In the Display pane, notice that the prompt columns are displayed in a single column
(one under the other).
c.
d.
a.
b.
c.
d.
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for the Product Type column prompt.
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onthe Display pane, notice that the prompts are now displayed in a single row.
n
12. Edit the page settings for the prompt.
e.
f.
Unauthorized reproduction or distribution prohibited Copyright 2015, Oracle and/or its affiliates
13. Edit the analyses in the dashboard to use the new column prompt.
a. Navigate to Dashboard: Region Sales and confirm that the prompt changes have
been applied.
b.
c.
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Unauthorized reproduction or distribution prohibited Copyright 2015, Oracle and/or its affiliates
j.
Confirm that the prompt has the display you defined, and that the prompts work as
expected. Make some selections in the prompts and verify the results:
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k.
Click the down arrow for the Product Type drop-down list and then select Search to
open the Select Values dialog box.
l. Leave Starts selected in the Name field, type S in the blank field, and click Search to
search for product types starting with S.
m. Experiment with other matching level and value combinations and then select a value
to close the Select Values dialog box and view the results in your dashboard. You
compare this search functionality with auto-complete functionality in the next set of
steps.
14. Enable auto-complete functionality for a prompt.
a. Select <username> > My Account.
b. On the Preferences tab, make sure Prompts Auto-Complete is set to On. The
administrator has already modified the system configuration file to enable the autocomplete functionality for Oracle BI EE. If auto-complete is enabled for Oracle BI EE
and for individual dashboards, users can disable the auto-complete prompts
functionality for their accounts by setting the Prompts Auto Complete field in the "My
Copyright 2015, Oracle and/or its affiliates. All rights reserved.
Unauthorized reproduction or distribution prohibited Copyright 2015, Oracle and/or its affiliates
c.
d.
e.
f.
g.
h.
Account dialog: Preferences tab to Off. Setting this option to Off overrides the system
and dashboard settings, and no auto-complete functionality will appear for the user.
Click OK to close the My Account dialog box.
Open the Dashboard Builder for Dashboard: Region Sales.
Open Dashboard Properties.
Confirm that Prompts Auto-Complete is set to Use user preference settings. This is
the default. If auto-complete is enabled for Oracle BI EE, then the dashboard designer
can remove the auto complete functionality from individual dashboards by setting the
Prompts Auto-Complete field to Off in the Dashboard Properties dialog box. However,
the auto-complete prompts functionality will be available for other dashboards where
the Prompts Auto Complete setting is set to User Preference.
Click OK to close the Dashboard Properties dialog box.
Place your cursor over the Region Prompt object in the Page Layout area to display
the objects toolbar, click the Properties button
, and select Edit to open the prompt
in the Prompt editor.
Select the row for the Product Type prompt.
Click the Edit button to open the Edit Prompt dialog box.
Expand Options.
Select Enable user to type values. Auto-complete is available only for the Choice List
prompt type when this option is selected.
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Unauthorized reproduction or distribution prohibited Copyright 2015, Oracle and/or its affiliates
q.
Click the down arrow for the Product Type drop-down list and then select Search to
open the Select Values dialog box.
Leave Starts selected in the Name field and type A in the blank field to search for
product types starting with A.
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Unauthorized reproduction or distribution prohibited Copyright 2015, Oracle and/or its affiliates
t.
Explanation: When the administrator properly configures the prompts setting in the
Oracle BI EE instance configuration file, the auto-complete functionality highlights
matching values when the user accesses the Select Values dialog box to search for a
prompt value. The administrator sets a default matching level. In this example, the
default is Starts (StartsWith). However, the matching level is not determined by the
preference set by the administrator. Instead, the user selects the matching level in the
Select Values dialog box. Match Case is available because the auto-complete
functionality is set to case-sensitive in the Oracle BI EE instance configuration file.
Experiment with other matching level and value combinations and then select a value
to close the Select Values dialog box and view the results in your dashboard. The
screenshot shows an example.
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Unauthorized reproduction or distribution prohibited Copyright 2015, Oracle and/or its affiliates
b.
c.
d.
e.
f.
g.
h.
Select Page Options > Save Current Customization to open the Save Current
Customization dialog box.
Name the customization APAC Audio.
Set Save for to Me.
Select Make this my default for this page.
Click OK.
Repeat the steps and add a second customization named AMERICAS Cell Phones,
but leave APAC Audio as the default.
Select Page Options > Edit Saved Customizations and check your work. You can use
this dialog box to rename, modify, delete, and control access to your saved
customizations.
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-t the settings as they are and click OK to close the Edit Saved Customizations
n
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dialog
box.
n
j.
k.
Navigate to My Dashboard and then navigate back to Dashboard: Region Sales and
confirm that your default saved customization is applied.
Select Page Options > Apply Saved Customization > AMERICAS Cell Phones to
apply the other saved customization.
Unauthorized reproduction or distribution prohibited Copyright 2015, Oracle and/or its affiliates
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Practices for
Lesson
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Integrating
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Unauthorized reproduction or distribution prohibited Copyright 2015, Oracle and/or its affiliates
In these practices, you will learn how to set up Smart View and insert Oracle BI EE views into
Smart View.
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Unauthorized reproduction or distribution prohibited Copyright 2015, Oracle and/or its affiliates
In this practice, you install the Smart View client and create a connection to the Oracle BI
server.
5.
6.
6.
Click Cancel.
3.
4.
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Unauthorized reproduction or distribution prohibited Copyright 2015, Oracle and/or its affiliates
On the Smart View tab, click Panel to open the Smart View panel.
Click Private Connections to open the Private Connections list.
3.
Links to Oracle BI servers are added as private connections. Add an Oracle BI server
connection:
a. At the bottom of the Smart View panel, click Create new connection.
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b.
Unauthorized reproduction or distribution prohibited Copyright 2015, Oracle and/or its affiliates
c.
The Add Connection URL dialog box is displayed. Enter the following URL:
http://localhost:7001/analytics/jbips
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username and
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password, and then click Connect.
tim SIntuthedName field, enter
f. The Save as Private Connection dialog box fisadisplayed.
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BISAMPLE, and then click OK.
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Viewing the BI Catalog in Smart View
1.
2.
3.
Unauthorized reproduction or distribution prohibited Copyright 2015, Oracle and/or its affiliates
4.
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5. Right-click the Formatted Sales by Country analysis, and select View Analysis
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Properties.
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6. The Analysis Properties dialog box is displayed. Notice that the
catalog
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information, and access dates are displayed.
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7.
Click Close.
Unauthorized reproduction or distribution prohibited Copyright 2015, Oracle and/or its affiliates
In this practice, you insert various Oracle BI views into Smart View.
Scenario
You use Smart View to explore views in existing analyses.
In Excel, in the Smart View panel, under BISAMPLE > Catalog Root > My Folders >
BISAMPLE, expand the Smart View analysis to display the views it comprises.
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2. You can insert default(table
views
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any
ic 1 and select Insert to insert the view.
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Under Smart View,
right-click
Table
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3. Notice the
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s (such as brand names) is displayed in merged cells.
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-Oracle
BI EE tab is displayed in the Office ribbon. This tab contains buttons that
n
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n enable you to interact with the Oracle BI EE content in Smart View.
Unauthorized reproduction or distribution prohibited Copyright 2015, Oracle and/or its affiliates
The Document Contents pane is displayed at the bottom of the Smart View panel. This
pane displays your open workbooks and any worksheets that contain Oracle BI EE
content.
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4. In the Document Contents pane, right-click Table 1 and select
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view from your worksheet.
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5. At the confirmation message, click Yes.
th as Excel tables. In the Smart
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6. In Excel, you also have the option of inserting
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Excel Table.
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column headers
display
filter
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8.
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9. Click OK to display
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Inserting Pivot Table Views
1.
In Excel, select Sheet 2, and then select cell A1 to place your pivot table view.
Unauthorized reproduction or distribution prohibited Copyright 2015, Oracle and/or its affiliates
2.
In the Smart View panel, under BISAMPLE > Catalog Root > My Folders > BISAMPLE >
Smart View, right-click Pivot Table 1, and select Insert.
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Note: This action inserts the default pivot table display, and is available
coin anyuSmart
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p
client.
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3. The pivot table is displayed in the worksheet. Notice thatacolumn
headers
are
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displayed as they are in Oracle BI EE, but you cannot
pivot
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headers
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Unauthorized reproduction or distribution prohibited Copyright 2015, Oracle and/or its affiliates
4.
In Excel, you can also display pivot table views as Excel pivot tables. Remove the default
pivot table view and insert the view as an Excel pivot table:
a. In the Document Contents pane, under Sheet 2, right-click Pivot Table 1 and select
Delete View.
b. At the confirmation message, click Yes.
c. In the Smart View panel, under BISAMPLE > Catalog Root > My Folders > BISAMPLE
> Smart View, right-click Pivot Table 1, and select Insert as Excel Pivot.
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5. The pivot table view is inserted into the worksheetaas
pivot table object. Notice
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that in addition to the Smart View Panel, the @
PivotTablehField
panel is now displayed.
twhen you want
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You can insert pivot table views as Excel
pivot
tables
to perform further
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In any Smart View client, you can insert graph views either as editable Microsoft Office
chart objects, or as refreshable images. In your Excel workbook, select a blank worksheet,
and then select cell A1.
Unauthorized reproduction or distribution prohibited Copyright 2015, Oracle and/or its affiliates
2.
In the Smart View panel, under BISAMPLE > Catalog Root > My Folders > BISAMPLE >
Smart View, right-click Chart 1, and select Insert to insert the chart as a Microsoft Office
chart object.
3.
The chart is inserted into the worksheet. Notice that you can click and select items in the
chart object, such as the legend, titles, and chart bars.
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Unauthorized reproduction or distribution prohibited Copyright 2015, Oracle and/or its affiliates
4.
You can edit the chart using Microsoft Office tools. Right-click the chart object, and select
Change Chart Type.
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5. In the Change Chart Type dialog box, select the Bar category, o
and
G
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Clustered Bar chart type.
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Unauthorized reproduction or distribution prohibited Copyright 2015, Oracle and/or its affiliates
6.
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7. Optional: You can further edit the charts appearance. Make the following changes:
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Change the chart title to Brand Revenue by Region.
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Customize the bar colors.
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Remove the horizontal and vertical axis titles
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8.
Insert the same graph view as a refreshable image underneath your chart object:
a. Select cell A20.
b. In the Smart View panel, under BISAMPLE > Catalog Root > My Folders > BISAMPLE
> Smart View, right-click Chart 1, and select Insert as Image.
Unauthorized reproduction or distribution prohibited Copyright 2015, Oracle and/or its affiliates
c.
Notice that although you can resize the image, you cannot customize the display type
or chart style as you can with Microsoft Office chart objects.
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Inserting Compound Views
thall of the supported views at once
n@ einsert
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When an analysis contains a compound view,
you can
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by inserting the compound view.
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1. In Excel, select a blank worksheet,
and
sethen select cell A1.
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2. In the Smart View panel,
under
icBISAMPLE > Catalog Root > My Folders > BISAMPLE >
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Smart View, right-click
Compound
View 1, and select Insert All Views.
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Unauthorized reproduction or distribution prohibited Copyright 2015, Oracle and/or its affiliates
3.
A dialog box is displayed with insert options for multiple objects. Select All objects on one
sheet / slide.
Note: This option is displayed only in Excel and PowerPoint. In Word documents, objects
are placed adjacent to and below other objects on a page until the page is filled, and then
continue to fill as many pages as required to hold all the objects.
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4. The title, table, pivot table, and chart views are inserted into theoworksheet.
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formatting comes from Oracle BI EE.
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Unauthorized reproduction or distribution prohibited Copyright 2015, Oracle and/or its affiliates
5.
Views that are placed side-by-side in the compound view may require respacing in Smart
View. Select the pivot table view in cells M7:P12 and reposition the pivot table closer to the
table, in cells E6: H11.
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6.
Notice that the title view is not displayed in the Document Contents pane. Title views, after
they are inserted, are simply text boxes, and are not linked to Oracle BI EE content. If you
change the title of a saved analysis in Oracle BI EE after you have inserted the title view
into a Smart View client, the title view in Smart View is not updated.
Unauthorized reproduction or distribution prohibited Copyright 2015, Oracle and/or its affiliates
Inserting Dashboards
Dashboards are displayed in the Smart View panel as folders. You can expand a dashboard
folder to show dashboard pages, which are also displayed as folders.
1. In Excel, select a blank worksheet, and then select cell A1.
2. In the Smart View panel, under BISAMPLE > Catalog Root > My Folders > My Dashboard,
right-click Products APAC Region, and select Insert All Views.
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Unauthorized reproduction or distribution prohibited Copyright 2015, Oracle and/or its affiliates
4.
The views from the dashboard page are displayed in the Excel worksheet. Notice that one
table view, one pivot table view, and two title views were inserted.
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5. Close the Excel workbookawithout
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Unauthorized reproduction or distribution prohibited Copyright 2015, Oracle and/or its affiliates
In these practices, you will learn how to work with Oracle BI EE views in Smart View Clients,
create and publish views from Smart View using the View Designer.
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Unauthorized reproduction or distribution prohibited Copyright 2015, Oracle and/or its affiliates
In this practice, you work with analysis and view prompts, refresh views, set view preferences,
and mask data in views.
3.
Open a new Excel workbook, and select a blank worksheet. Select cell A1.
In the Smart View panel, under BISAMPLE > Catalog Root > My Folders > BISAMPLE,
expand the Smart View Prompts analysis node to display the views it comprises.
Note: This analysis contains an analysis-level column prompt for the product brand. The
Table 2 view also includes a table prompt for the year. You use different methods to set
analysis-level prompts versus view-level prompts.
Right-click Table 1, and select Insert.
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4. The
noPrompt Selector dialog box is displayed. Select values for the product brand:
a.
In the selection row for Product Brand, click the Browse (ellipsis) button to display the
Value Selector dialog box.
Unauthorized reproduction or distribution prohibited Copyright 2015, Oracle and/or its affiliates
b.
Select BizTech and FunPod (Ctrl + click to select multiple values), and then click the
Add (right arrow) button.
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c. Click OK to close the Value Selector dialog box.
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d. Click Show Filters Summary to display the filter that
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e.
Notice that the filter summary shows that the product brands BizTech and FunPod will
be used for the query.
f.
Unauthorized reproduction or distribution prohibited Copyright 2015, Oracle and/or its affiliates
5.
The table is displayed in Smart View, with the select column values.
6.
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b. The Prompt Selector dialog box is displayed. Change your
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the FunPod and HomeView brands.
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n Click OK. The table is refreshed and reflects the new prompt selections.
7.
Next, insert a view with page (view-level) prompts. Select cell A10.
Unauthorized reproduction or distribution prohibited Copyright 2015, Oracle and/or its affiliates
8.
In the Smart View panel, under BISAMPLE > Catalog Root > My Folders > BISAMPLE >
Smart View Prompts, right-click Table 2, and select Insert.
9.
The Prompt Selector dialog box is displayed. The product brand prompt is an analysis-level
prompt, so it is displayed for every view in the analysis. Select BizTech, FunPod, and
HomeView, and then click OK.
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Unauthorized reproduction or distribution prohibited Copyright 2015, Oracle and/or its affiliates
10. Notice that although the two tables have similar layouts, the data does not match. This is
because the Table 2 view includes a page prompt for Year, and Year is excluded from
Table 1. However, Smart View does not display the page prompt value in the client, and it
does not prompt you to set a value for page prompts when you first insert the view. In the
absence of a selection, the first prompt value on the list is used. The data being displayed
in Table 1 is an aggregate of all years, but the data being displayed in Table 2 is currently
2008 data.
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Unauthorized reproduction or distribution prohibited Copyright 2015, Oracle and/or its affiliates
a
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)Selections
b. The View Properties dialog box is displayed. Click the Analysis Prompt
m
are
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c
tab to view your analysis prompt selections. Notice that all three product
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c. Click the Page Prompt Selections tab. Notice the message
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d. Click Cancel to close the View Properties
@dialog box.
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12. Set the page prompt value:
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t the Table 2 view.
a. Place your cursor in one ofathe cells for
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b. On the Oracle BI (EE
click
saribbon,
en Edit Page Prompts.
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c.
d.
The Page Selector dialog box is displayed. In the drop-down list, select 2010, and then
click OK.
The Table 2 view is refreshed. Notice new data is displayed. Also notice that the page
prompt value is not displayed in the Smart View client.
Unauthorized reproduction or distribution prohibited Copyright 2015, Oracle and/or its affiliates
e.
Add a title to the Table 2 view that says 2010 Brand Revenue by Region.
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an except in the View Properties dialog box.
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t
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noRefresh
Setting
Preferences and Refreshing Views
1.
In the Document Contents pane, click the Refresh Contents button (right arrow) to refresh
all the views displayed in the pane.
2.
Unauthorized reproduction or distribution prohibited Copyright 2015, Oracle and/or its affiliates
b.
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c. Click OK. This view is now excluded from refresh operations
change its
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3. On the Oracle BI EE ribbon, click Refresh.
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4. An information
message
stating that Table 2 was not refreshed because its
feis set isto displayed
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refresh
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Refresh.
Click OK to dismiss the message.
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5.
6.
7.
Unauthorized reproduction or distribution prohibited Copyright 2015, Oracle and/or its affiliates
c.
8.
In the Document Contents pane, under Sheet2, right-click Table 1, and select Refresh
View.
9. The data in Table 1 is refreshed. Notice that your custom formatting is preserved.
10. Change the refresh preferences for Table 1 to replace the view on refresh:
a. In the Document Contents pane, under Sheet2, right-click Table 1, and select
Properties.
b. In the Refresh Options drop-down list, select Replace View. Notice the message This
action will cause formatting applied within Office to be lost.
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Note: Do not select the Replace View option for views with analysis-level prompts.
When Smart View tries to replace the view upon refresh, it cannot define the prompt
values, and returns an error message.
c. Click OK to close the View Properties dialog box.
11. Refresh Table 1 in Sheet2 again.
Unauthorized reproduction or distribution prohibited Copyright 2015, Oracle and/or its affiliates
12. Notice that your formatting changes have been replaced by the formatting stored in Oracle
BI EE.
13. Optional: You can refresh the entire workbook by using the Refresh button on the Smart
View ribbon. Depending on how many views are included in your workbook, this operation
may take some time. On the Smart View ribbon, select Refresh > Refresh all
Worksheets.
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14. Close Excel. You do
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Masking Data
in
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er
a Views
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1. Open
Microsoft
Word. On the Office ribbon, click the Smart View tab and then click Panel
anSmart
r
Stoadisplay
t
the
View panel.
n
o
n
2. In the Private Connections list, connect to the localhost Oracle BI EE server.
Note: Even if you have a connection open in another Smart View client, each Office
application requires its own connection.
Unauthorized reproduction or distribution prohibited Copyright 2015, Oracle and/or its affiliates
3.
Under BISAMPLE > Catalog Root > My Folders > BISAMPLE > SV History Overview, rightclick Compound View 1, and select Insert All Views.
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Unauthorized reproduction or distribution prohibited Copyright 2015, Oracle and/or its affiliates
4.
The pivot table, title, and chart are inserted into the Word document. Notice that the table is
inserted as a formattable Word table, the title is inserted as a text box, and the chart is
inserted as an editable Microsoft Office chart object.
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Unauthorized reproduction or distribution prohibited Copyright 2015, Oracle and/or its affiliates
5.
Reposition the objects on the page and format the title text box to look similar to the
following screenshot:
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6.
You want to share this document with other users. To ensure that they can see only the
data to which they have been granted permissions, you must mask the views in the
document. You can mask individual views, or all views in a document. First, try masking
Copyright 2015, Oracle and/or its affiliates. All rights reserved.
Unauthorized reproduction or distribution prohibited Copyright 2015, Oracle and/or its affiliates
only the data for the pivot table. In the Smart View panel, in the Document Contents pane,
right-click Pivot Table 1 and select Mask.
7.
The pivot table is masked; all data in the table is replaced by the words need refresh.
Notice that the chart is not masked.
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Unauthorized reproduction or distribution prohibited Copyright 2015, Oracle and/or its affiliates
8.
9.
Data is displayed in the pivot table again. Notice that you were not prompted to log in again,
because you are already connected to Oracle BI EE.
10. Now try masking the entire document. On the Oracle BI EE ribbon, click Mask Data.
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Unauthorized reproduction or distribution prohibited Copyright 2015, Oracle and/or its affiliates
11. Notice that data is masked for both views in the document.
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You can save the document with masked data and share it with other users. To view the
data, you must first refresh the document. If you are not already connected to Oracle BI EE,
you are prompted to connect when you refresh.
You can copy graphs within and between any Office application.
You can copy tables and pivot tables within and between Word and PowerPoint.
You cannot copy tables and pivot tables within Excel, from Excel to another Office
application, or from another Office application to Excel.
Copyright 2015, Oracle and/or its affiliates. All rights reserved.
Unauthorized reproduction or distribution prohibited Copyright 2015, Oracle and/or its affiliates
1.
Copy the pivot table from the SV History Overview analysis from Word to PowerPoint.
a. If necessary, on the Oracle BI EE ribbon, click Refresh to refresh the views in the
Word document.
b. In the Word document, select the pivot table view.
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@ a blank
thslide. On the Smart View ribbon,
nselect
d. Open a PowerPoint presentation and
a
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s
click Paste.
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c.
Unauthorized reproduction or distribution prohibited Copyright 2015, Oracle and/or its affiliates
e.
The pivot table is inserted into the PowerPoint presentation. You can reposition the
table as needed.
Note: If you add custom formatting to the table in Word, the formatting is preserved
when you copy the table to PowerPoint.
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2. Format the slide:
@ this
n
a
hthe center
a. Resize and move the pivot tablekto
seof the slide.
u
n Revenue
o by Year.
t
a
b. Change the slide title to Brand
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Unauthorized reproduction or distribution prohibited Copyright 2015, Oracle and/or its affiliates
c.
In the Office ribbon, click the Design tab, and select a PowerPoint theme for the
presentation. Notice how the theme affects the display of your table in the slide.
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Unauthorized reproduction or distribution prohibited Copyright 2015, Oracle and/or its affiliates
3.
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b.
Unauthorized reproduction or distribution prohibited Copyright 2015, Oracle and/or its affiliates
c.
Open an Excel workbook and select a blank worksheet. On the Smart View ribbon,
click Paste to paste the chart into the Excel worksheet.
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Practice 16-2: Creating and Publishing Views Using the View Designer
Overview
Unauthorized reproduction or distribution prohibited Copyright 2015, Oracle and/or its affiliates
In this practice, you create view in Smart View and then publish it to the BI catalog.
Scenario
Using the View Designer in Smart View, you can create a new ad hoc view based on an Oracle
BI EE subject area. These views can be published to the catalog and edited in BI Answers.
Note: The View Designer is available only in Microsoft Excel.
When you create a view, you must first define the view type, display style, and layout. Next, you
define the filter expressions for the view. Finally, you publish the view to the BI Catalog.
In Excel, select a blank worksheet. In the Smart View panel, right-click the Catalog Root
node in the catalog tree, and then select Create New View.
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2. The View Designer is displayed. Notice the following:ma
atileft. is Stu
Oracle BI EE subject areas are listed onfthe
h a view type.
n@youeto tselect
The View Type drop-down list enables
a
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us the view layout.
k youtodefine
The Design Layout tab isn
where
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seyou define filters for the view.
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Unauthorized reproduction or distribution prohibited Copyright 2015, Oracle and/or its affiliates
3.
Create a pivot table view. In the View Type drop-down list, select Pivot Table.
4.
The options in the Display Style drop-down list depend on the selected view type. The
display options available in the View Designer correlate to the display options available
when you insert existing views (for example, you can display pivot tables either as pivot
tables or Excel pivot tables, and you can display charts either as Office chart objects or
images). In the Display Style drop-down list, select Pivot Table.
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Unauthorized reproduction or distribution prohibited Copyright 2015, Oracle and/or its affiliates
5.
You create the view by dragging columns from the subject area tree to the layout area.
Note: The layout area varies depending on the type of view you are creating. In the Subject
Area tree, expand A - Sample Sales > Products, and drag P4 Brand to the Row layout
area.
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alm -trthe
6. SComplete
view
a layout as follows:
n T05 Per Name Year (located under A - Sample Sales > Time) to the Column
a. oDrag
n area.
b.
Drag 1 - Revenue (located under A - Sample Sales > Facts > Base Facts) to the
Measures area.
Unauthorized reproduction or distribution prohibited Copyright 2015, Oracle and/or its affiliates
c.
Drag D4 Company (located under A - Sample Sales > Offices) to the Page area.
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7. Add grand
totals
rarows
n
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a
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sarea, select Row Grand Total.
a. lm
In the Row
n
a
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Unauthorized reproduction or distribution prohibited Copyright 2015, Oracle and/or its affiliates
b.
a
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a- tude
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s 2010. In the Column area, right-click
uand
k t2009
8. You want to limit the view to data
nbetween
o
a
the tile for T05 Per Name Year,
select
se Add to Filter.
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9.
The Define Filters tab is displayed, with the T05 Per Name Year tile. Define a filter for the
column:
a. In the drop-down list next to T05 Per Name Year, select is in.
b. Click the Browse (ellipsis) button to open the Value Selector dialog box.
c. Select 2009 and 2010.
d. Click the Add (right arrow) button, and then click OK to close the Value Selector dialog
box.
Copyright 2015, Oracle and/or its affiliates. All rights reserved.
Unauthorized reproduction or distribution prohibited Copyright 2015, Oracle and/or its affiliates
e.
a
s
a
)h
m
co uide
p
ou nt G
r
g
eto the Define Filters
Note: You can drag columns from the subject area tree
a- directly
dAND
m
u
i
t
tab. Additional columns are added to the Filter
Summary
as
an
condition; you can
t
a is S
f
change them to OR conditions if necessary.
thAfter closing the View Designer,
n@ Note:
a
e
10. Click OK to add the view to the Excel worksheet.
h
us you can publish the view to Oracle BI
you cannot edit the view definition
ninkExcel.toHowever,
a
EE and edit it there.
lm nse
a
s
(
11. The pivot table is displayed
inlExcel.
ce Notice that the page selections for Company are not
i
n
a
displayed in the
worksheet.
le You can edit the company by using the Edit Page
b
KhExcel
a
Prompts n
button one
the
Oracle
BI EE ribbon.
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f
s
lm
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no
Unauthorized reproduction or distribution prohibited Copyright 2015, Oracle and/or its affiliates
2.
3.
The Save Analysis dialog box is displayed. Navigate to My Folders > My Sales.
In the Analysis Name text box, enter Brand Revenue by Year and Company, and then
click Save.
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4. At the success message, click OK.
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5. Edit the analysis in Oracle BI EE:
a
h
us connection and click the Go to
a. In the Smart View panel, select
kthe BISAMPLE
n
o
t
a
selected server or URL
e the catalog.
mbuttonntosrefresh
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a
(s lice
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Sa n-tran
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b.
c.
d.
e.
Under BISAMPLE > Catalog Root > My Folders > My Sales, right-click Brand
Revenue by Year and Company and select Edit Analysis in Answers.
If you do not already have an active Oracle BI EE session open in your browser, the
Sign In page is displayed. Sign in to Oracle BI EE.
The pivot table view is displayed in edit mode. Click the Criteria tab.
Change the filter for T05 Per Name Year to include 2008 data.
Unauthorized reproduction or distribution prohibited Copyright 2015, Oracle and/or its affiliates
f.
a
s
a
)h
m
6. View the edited pivot table in Smart View:
co uide
p
a. In Excel, select a blank worksheet.
G > My Sales >
ro>uMy Folders
t
b. In the Smart View panel, under BISAMPLE > Catalog -Root
g
n
a Table
d1,eand select Insert.
Brand Revenue by Year and Company, right-click
Pivot
m
u
i
t
t
S data has been added to the
7. The pivot table view is displayed in Excel. Noticefa
that thei2008
s
@
h
view.
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Unauthorized reproduction or distribution prohibited Copyright 2015, Oracle and/or its affiliates
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Unauthorized reproduction or distribution prohibited Copyright 2015, Oracle and/or its affiliates
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oLesson
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Practices for
g
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Oracle
Business
tu Intelligence
S
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Mobile
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se17
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Unauthorized reproduction or distribution prohibited Copyright 2015, Oracle and/or its affiliates
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Unauthorized reproduction or distribution prohibited Copyright 2015, Oracle and/or its affiliates
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p
u t G18:
oLesson
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Practices for
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Creating
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Chapter 18
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Practices for Lesson 18: Creating Mobile Applications with Oracle Business Intelligence Mobile App Designer
Chapter 18 - Page 1
Unauthorized reproduction or distribution prohibited Copyright 2015, Oracle and/or its affiliates
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Practices for Lesson 18: Creating Mobile Applications with Oracle Business Intelligence Mobile App Designer
Chapter 18 - Page 2
Unauthorized reproduction or distribution prohibited Copyright 2015, Oracle and/or its affiliates
Goal
In this practice, you create a mobile app for tablet devices using the trial edition of Oracle BI
Mobile App Designer. To create a basic mobile app, you must start the Oracle BI Mobile App
Designer trial edition. You can explore the designer interface, modify the cover page, and add
pages and content to your app. When youre done, you can preview your app in a web browser
or on a PC or mobile device.
Scenario
Create a mobile app based on the information in BI Sales Excel. Explore Oracle BI Mobile App
Designer interface, modify the cover page, add pages to your app and preview the app.
Time
15-20 minutes
a
s
a
)andh open
1. Shut down Oracle BI services, start Oracle BI Mobile App Designer services,
m
o ide the
c
Practices for Lesson 18: Creating Mobile Applications with Oracle Business Intelligence Mobile App Designer
Chapter 18 - Page 3
Unauthorized reproduction or distribution prohibited Copyright 2015, Oracle and/or its affiliates
c.
The Create App dialog box is displayed. Under Choose Target Device Type, select
Tablet.
a
s
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)h
m
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p
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a- tude
m
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at is S
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thApp can be created using three
n@BI Mobile
d. On the next page, select the data source.
a
e
h
data sources: BI Subject Area (this
subject area in the RPD), BI
us
k is pre-configured
n
o
t
a
Publisher Data Model, and
Excel
File.
Because
this
is
the trial version, select Sample
lmicon.nse
a
Data and click the s
search
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Practices for Lesson 18: Creating Mobile Applications with Oracle Business Intelligence Mobile App Designer
Chapter 18 - Page 4
Unauthorized reproduction or distribution prohibited Copyright 2015, Oracle and/or its affiliates
e.
as
h
)
f. The selected data model is displayed in the Create App window. Clickm
Save.
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Practices for Lesson 18: Creating Mobile Applications with Oracle Business Intelligence Mobile App Designer
Chapter 18 - Page 5
Unauthorized reproduction or distribution prohibited Copyright 2015, Oracle and/or its affiliates
g.
Name the app Sales App 1 and click Save. The Mobile App Designer is displayed.
a
s
a
)h
m
co uide
Practices for Lesson 18: Creating Mobile Applications with Oracle Business Intelligence Mobile App Designer
Chapter 18 - Page 6
Unauthorized reproduction or distribution prohibited Copyright 2015, Oracle and/or its affiliates
b.
Notice that the pages of the presentation are displayed in a sidebar, similar to
presentation programs such as PowerPoint or Keynote. By default, a new app contains
only a cover page.
a
s
a
)h
m
co uide
p
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c. Notice the tools ribbon at the top of the designer. This
displays
a-ribbon
de tabs that relate
m
u
i
t
t
to your current selection. By default, the Insert
and
App
tabs
are
displayed in the
a is S
f
ribbon.
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d. o
the following actions:
n Try
1) Click the default image in the center of the designer to display the image tab.
2)
In the pages sidebar, click the Cover Page page tile to display the Page Layout
tab.
Practices for Lesson 18: Creating Mobile Applications with Oracle Business Intelligence Mobile App Designer
Chapter 18 - Page 7
Unauthorized reproduction or distribution prohibited Copyright 2015, Oracle and/or its affiliates
1.
View the options to change the default cover on the cover page.
a. Double-click the image to open the Update Image dialog box.
b.
Notice that you can specify a file from a local directory, a URL to an image file, or a
data field from your data source for the image.
c.
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Practices for Lesson 18: Creating Mobile Applications with Oracle Business Intelligence Mobile App Designer
Chapter 18 - Page 8
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2.
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Practices for Lesson 18: Creating Mobile Applications with Oracle Business Intelligence Mobile App Designer
Chapter 18 - Page 9
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b.
You do not need a subtitle for this cover page. Select the subtitle text box (with the text
"Double Click to add sub title").
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Practices for Lesson 18: Creating Mobile Applications with Oracle Business Intelligence Mobile App Designer
Chapter 18 - Page 10
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c.
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The subtitle
text
box
is
removed
from the cover page.
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Practices for Lesson 18: Creating Mobile Applications with Oracle Business Intelligence Mobile App Designer
Chapter 18 - Page 11
Unauthorized reproduction or distribution prohibited Copyright 2015, Oracle and/or its affiliates
d.
Make the title larger. First, select the title text box. Then, on the Text tab, in the font
size drop-down list, select 32pt.
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e.
The title font is displayed in 32pt size. Notice the other formatting options on the Text
tab. You can:
Change the font and font size
Add bold, italic, and underline formatting
Add borders to text boxes
Change text alignment (both vertical and horizontal)
Add date and time stamps
Add and remove hyperlinks
Practices for Lesson 18: Creating Mobile Applications with Oracle Business Intelligence Mobile App Designer
Chapter 18 - Page 12
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2. A second page is added
to
s
(
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3. Add a chart to the
page.
a
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Practices for Lesson 18: Creating Mobile Applications with Oracle Business Intelligence Mobile App Designer
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b.
In the ribbon, click the Insert tab, and then click Chart.
c.
Note: You can also drag the chart icon from the ribbon to a cell in the layout pane.
From the data source, drag PER_NAME_QTR to the label area of the chart and
REVENUE to the value area of the chart.
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Practices for Lesson 18: Creating Mobile Applications with Oracle Business Intelligence Mobile App Designer
Chapter 18 - Page 14
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d.
Drag the resize handle on the lower-right corner of the chart to resize it to fit the cell.
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k andtothenusselect Legend > No Legend.
e. On the ribbon, click the Chart
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Practices for Lesson 18: Creating Mobile Applications with Oracle Business Intelligence Mobile App Designer
Chapter 18 - Page 15
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4.
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b.
Drag REVENUE and ORGANIZATION to the value and label areas of the chart,
respectively.
Practices for Lesson 18: Creating Mobile Applications with Oracle Business Intelligence Mobile App Designer
Chapter 18 - Page 16
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c.
Drag ORGANIZATION from the Label area to the Series area to view the Organization
data as a series instead of individual bars.
a
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d. On the Chart tab, select Chart Types > Pie > Pie
toachange the
dechart display type.
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Practices for Lesson 18: Creating Mobile Applications with Oracle Business Intelligence Mobile App Designer
Chapter 18 - Page 17
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5.
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)
b. Drag the following columns from the data source to the table: PER_NAME_QTR,
om ide
c
6.
Practices for Lesson 18: Creating Mobile Applications with Oracle Business Intelligence Mobile App Designer
Chapter 18 - Page 18
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b.
Select the data in the REVENUE column to display the Column tab in the ribbon. On the
Column tab, in the Data Formatting drop-down list, select $1,234.57 (Currency).
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7. In the Pages list, double-click Page 2 to edit the page name. Replace Page
om2 with
e
c
d
i
Analysis.
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8.
Notice that when you press Enter, the page header in the layout pane also changes to
Analysis.
Click the Save icon to save your app.
Practices for Lesson 18: Creating Mobile Applications with Oracle Business Intelligence Mobile App Designer
Chapter 18 - Page 19
Unauthorized reproduction or distribution prohibited Copyright 2015, Oracle and/or its affiliates
Click Preview to open a web preview of your app. Note, you can preview in a new Window
too.
2.
Notice that the preview opens to the cover page of a web-based simulation of your tablet
app. Click the page list icon to display the list of pages in the app.
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3. SIn then
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Practices for Lesson 18: Creating Mobile Applications with Oracle Business Intelligence Mobile App Designer
Chapter 18 - Page 20
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4.
The Analysis page is displayed. Notice that the preview displays your two charts and the
table you created.
a
s
a
)h
m
co uide
5. Investigate the interactive filter and sort capabilities of the app: up
Gentire page
o that
rNotice
t
g
a. In the pie chart, click the wedge for the Production Org.
the
n
a tOrg.
de
(the table, bar, and pie charts) is filtered by the Production
m
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Practices for Lesson 18: Creating Mobile Applications with Oracle Business Intelligence Mobile App Designer
Chapter 18 - Page 21
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b.
In the bar chart, tap the bar for 2010 Q4 to filter the page further. Notice that your filter
selections are displayed at the top of the page. You can tap the X next to a filter to
remove it.
a
s
a
)h
m
odata. iNotice
c. In the table, click the header for the Revenue column to sort revenue
e that
c
d
p
u
the up arrow in the column header is activated, indicating that
G in
oudatanist sorted
r
ascending order.
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Practices for Lesson 18: Creating Mobile Applications with Oracle Business Intelligence Mobile App Designer
Chapter 18 - Page 22
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6.
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Practices for Lesson 18: Creating Mobile Applications with Oracle Business Intelligence Mobile App Designer
Chapter 18 - Page 23
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In this practice, you create and format a Tile Page and add a sub page to it for further detail.
Scenario
You create a Tile Page which shows a line chart of revenue over time, repeated for each
product type. Spotlight formatting is enabled, which lets you instantly see which product types
fall outside a specific range, when compared to target revenue.
Time
10-15 minutes
In the designer for your Sales App1 app, click the Insert tab, and then select New Page >
Tile.
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Practices for Lesson 18: Creating Mobile Applications with Oracle Business Intelligence Mobile App Designer
Chapter 18 - Page 24
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2.
The Tile dialog box is displayed. In the group drop-down list, select PRODUCT_TYPE, and
then click OK.
a
s
a
3. The tile page is displayed. On the Tile tab, notice the Columns tool, which enables
to
) h you
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p
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Practices for Lesson 18: Creating Mobile Applications with Oracle Business Intelligence Mobile App Designer
Chapter 18 - Page 25
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4.
Click the Insert tab, and then drag the Frame icon to the layout cell on the tile page.
a
s
a
) h click OK.
5. The Insert Frame dialog box is displayed. Specify 2 rows and 1 column, and then
m
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(
ic columns to the layout grid cells.
n
l
a
6. Drag PRODUCT_TYPE
and
REVENUE
e
l
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lma ransfe
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Practices for Lesson 18: Creating Mobile Applications with Oracle Business Intelligence Mobile App Designer
Chapter 18 - Page 26
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7.
Click the Insert tab, and then drag the Chart icon to the tile page layout cell, below the
layout frame.
a
s
a
)h
m
co uide
p
ou nt G
r
g
a- tude
m
i
8. Drag PER_NAME_MONTH to the chart label and REVENUE
S chart value to define the
at itos the
f
chart.
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Practices for Lesson 18: Creating Mobile Applications with Oracle Business Intelligence Mobile App Designer
Chapter 18 - Page 27
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9.
At the top of the page, double-click Page 3 to edit the page name. Enter Product Revenue
to replace Page 3.
a
s
a
)h
m
co uide
p
ou nt G
r
g
e name in the page
Notice that when you change the page title in the page header,
a- tthe
dpage
m
u
i
tile is also updated.
t
S
fapage asisdescribed
10. Save the app, and preview the Product Revenue
in previous practice.
@
h
t
n
a
e
h
us
k TiletoPage
Applying Spotlight Formattingainnthe
ltomthe Mobile
seApp Designer, then in the pages list, select the
1. Click Edit Layout to return
a
n
s
e
(
Product Revenue n
page.
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Practices for Lesson 18: Creating Mobile Applications with Oracle Business Intelligence Mobile App Designer
Chapter 18 - Page 28
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2.
Select the tile layout cell to display the Tile tab in the ribbon. On the Tile tab, click the
Stoplight icon.
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nUnder Select
3. The Stoplight dialog box is displayed. Verify that Enabled
-isgselected.
e
a
d
Stoplight Comparison Type, select Growth %.
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Practices for Lesson 18: Creating Mobile Applications with Oracle Business Intelligence Mobile App Designer
Chapter 18 - Page 29
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4.
Under Select Measures and Set Threshold Values, make the following selections as
described in the screenshot below and click OK:
a
s
a
)h
m
coof theubars
5. With Stoplight formatting enabled, you want to change the color scheme
dein the
i
p
u
chart to white, to provide a better contrast against the Stoplighto
GIn the layout
r background.
t
g
n
cell, select the chart.
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Practices for Lesson 18: Creating Mobile Applications with Oracle Business Intelligence Mobile App Designer
Chapter 18 - Page 30
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6.
Under the Data Source hierarchy, expand the Properties list. Then expand Chart Plot
Area. Then click the cell next to Series 1 Color.
a
s
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m
co uide
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m
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c
idisplayed.
n
l
7. The Color Picker
dialog
box
is
Select the white color tile, and then click OK.
a
e
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K
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m
l
Sa n-tran
no
Notice that the chart bars are changed from blue to white.
Practices for Lesson 18: Creating Mobile Applications with Oracle Business Intelligence Mobile App Designer
Chapter 18 - Page 31
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8.
Finally, instead of bars, change the chart type to Line. On the Chart tab, select Chart
Types > Line > Vertical Line.
has
)
om ide
c
Notice that the Stoplight formatting, series color change, and chart type changes have been
applied.
Practices for Lesson 18: Creating Mobile Applications with Oracle Business Intelligence Mobile App Designer
Chapter 18 - Page 32
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1.
Click Edit Layout to return to the Mobile App Designer, then in the pages list, select the
Product Revenue page. Click the Insert tab, then select New Page > Subpage > 3 Cells.
a
s
a
)h
m
co uide
p
ou nt G
r
g
a- tu
de
m
2. Notice that Page 4 is added as a subpage of Product
Revenue.
Double-click Page 4 to
i
t
fa4. is S
enter edit mode, then enter Detail to replace Page
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Practices for Lesson 18: Creating Mobile Applications with Oracle Business Intelligence Mobile App Designer
Chapter 18 - Page 33
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3.
From the Data Source list, drag the Product Type column to display the Product Type
name in the first cell of the layout grid.
has
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r
-gicon todtheenfirst layout cell,
a
4. Next, add a chart. Click the Insert tab, then drag the m
Chart
tu PRODUCT (for chart
ti value)Sand
under Product Type. Drag columns REVENUE (for
achart
f
@ this
label) to the chart area.
n
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Practices for Lesson 18: Creating Mobile Applications with Oracle Business Intelligence Mobile App Designer
Chapter 18 - Page 34
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5.
6.
Save the app and preview the Product Revenue tile page.
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Click the Cell Phones tile to view the Detail subpage for Cell Phones.
Notice that the page is automatically filtered by the tile you clicked on the main page.
Close Firefox.
On the desktop, double-click Stop Oracle BI Mobile App Designer. This stops the
WebLogic server for the trial edition.
Close any open command windows.
On the desktop, double-click Start OBIEE.bat. A WebLogic server window is displayed. Do
not close the window.
Practices for Lesson 18: Creating Mobile Applications with Oracle Business Intelligence Mobile App Designer
Chapter 18 - Page 35
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Practices for Lesson 18: Creating Mobile Applications with Oracle Business Intelligence Mobile App Designer
Chapter 18 - Page 36
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o
r
Practices for
Lesson
-g den
a
m StBusiness
u
Using
atiOracle
f
Intelligence
@ this Delivers
n
a
h Chapter
se19
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Unauthorized reproduction or distribution prohibited Copyright 2015, Oracle and/or its affiliates
In these practices, you use Oracle BI Delivers to create and run an agent.
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Unauthorized reproduction or distribution prohibited Copyright 2015, Oracle and/or its affiliates
Scenario
Create and test an agent that delivers an alert to a dashboard based on a condition.
Time
10-15 minutes
Task
1.
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Priority
Normal
-g den
a
Run As
Recipient
atim is Stu
f
2. Set the schedule.
n@ e th
a
h
a. Click the Schedule tab.
k to us
n
a
b. Verify that scheduling is
menabled.
l
se
a
n
s
c. Set frequency to Once.
e
(
c
iand
n
l
a
d. Confirm that
the
start
date
time are set to the current date and time.
e
l
h ab
K
r
e. Leave
as they are.
esettings
an all other
f
s
m
l
Sa n-tran
no
3.
Set a condition.
a. Click the Condition tab. You create a new condition because the conditions you
created in an earlier practice, based on an analysis and on a KPI, were both inline
conditions and are not available in the Catalog.
b. Select the Use a Condition option and click Create to open the Create Condition
dialog box.
c. Select Analysis in the Create condition based on drop-down list and click Browse to
open the Select Analysis dialog box.
Copyright 2015, Oracle and/or its affiliates. All rights reserved.
d.
Unauthorized reproduction or distribution prohibited Copyright 2015, Oracle and/or its affiliates
e.
f.
In the Select Analysis dialog box, navigate to the My Sales folder and select the
Products - APAC Region 2009 analysis that will trigger the agent.
Click OK to close the Select Analysis dialog box.
In the Create Condition dialog box, select is less than in the True If Row Count
operator drop-down list and enter 100 as the row count.
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s
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(
ic
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a
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l
Kh Content
4. Click the Delivery
ab tab to identify the content that will be delivered by the agent.
r
n
e
a
f
a. lm
Enter Products
s APAC Region 2009 as the Subject.
n
a
a
r
Sb. Select
-t Analysis in the Content drop-down list.
n
o
c.n Click Browse to open the Choose Delivery Content dialog box.
g.
h.
i.
j.
5.
6.
Unauthorized reproduction or distribution prohibited Copyright 2015, Oracle and/or its affiliates
7.
8.
Click the Destinations tab to select the destination for the agent.
a. Under User Destinations, select the Home Page and Dashboard option.
b. Deselect the Devices option.
Save the agent.
a. Click the Save button to save the agent. You do not add any actions to this agent.
b. In the Save Agent dialog box, save the agent as Products APAC Region 2009 in the
My Sales folder.
Test the agent.
a.
b.
9.
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c. When the agent has run successfully, you should
atu
confirmation:
S
atimreceive
f
s
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d.no
Click OK.
Verify that the agent ran successfully and generated alerts in the expected locations.
a. Click the Alerts link in Global Header to open the Alerts dialog box.
b. Place your cursor over the Products APAC Region 2009 link and notice that you can
run, edit, or delete the alert using the available buttons.
c. Click the Products APAC Region 2009 alerts link to view the alert.
d. Notice that, as in the Alerts dialog box, you can edit or run the agent again using the
available buttons.
e. Click OK to close the alert.
f. Click OK to close the Alerts dialog box.
g. Navigate to the Home page. The alert should appear as a link in the Alerts section.
Unauthorized reproduction or distribution prohibited Copyright 2015, Oracle and/or its affiliates
h.
Navigate to My Dashboard and verify that the alert appears on the Alerts section you
added earlier.
i.
Notice that there are options to view or clear the agent, and the More button provides
additional options to edit or run the agent, subscribe to this feed, or view all alerts.
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Unauthorized reproduction or distribution prohibited Copyright 2015, Oracle and/or its affiliates
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c
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o
r
Practices for
Lesson
-g den
a
Administering
atim is Stuthe
f
Catalog
@ th
nPresentation
a
e
h
us 20
nk Chapter
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Unauthorized reproduction or distribution prohibited Copyright 2015, Oracle and/or its affiliates
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Unauthorized reproduction or distribution prohibited Copyright 2015, Oracle and/or its affiliates
Goal
In this practice, you administer access to objects in the Presentation Catalog, modify system
privileges, and manage permissions for users and roles.
Scenario
You are the Oracle Business Intelligence administrator and must manage access and
permissions for analyses, dashboards, and other objects so that users see only the appropriate
information.
Time
15-20 minutes
a
s
a
1. Sign in as a new user, Brian Berry, to authenticate the user.
)h
m
o If Oracle
e
a. If necessary, start Oracle Business Intelligence Presentation Services.
c
idand
p
u
Business Intelligence Presentation Services is already open,u
click Sign
Out
then
G been added
o has nalready
r
t
sign back in as BBERRY with password BBERRY12. This
user
g
a- tude
to the Oracle BI security realm for this training environment.
m
i
t userSis indicated at the far right of
acurrent
f
b. Verify that you are logged in as BBERRY. The
@ this
n
the Global Header.
a
h
se
k
u
n
o
t
a
e
m
2. Examine the roles assigned
al to BBERRY.
ns
s
e
(
c
a. Click BBERRYnin the Global
li Header and select My Account.
a
e
l
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b. On the Preferences
btab of the My Account dialog box, notice that the Starting Page is
raDashboard.
n Kset ftoeMy
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Explore some of the other settings available on the
a
s
lm
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tab.
a
ra Roles and Catalog Groups tab.
Sc. Click
tthe
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no
Task
d.
3.
Notice the system security roles assigned to BBERRY: BI Consumer Role and BI Author
Role. These roles are default roles provided with Oracle Business Intelligence. These
roles were assigned to this user as part of the training environment. A user assigned to
BI Author Role is implicitly assigned to BI Consumer Role.
e. Click Cancel.
f. Click Sign Out.
Examine the roles assigned to an administrative user.
a. Sign back in to Oracle BI using your username and password as provided by the
instructor.
b. Notice that an Administration link now appears in the Global Header. This is because
your user has been assigned the BI Administrator Role.
c. Select <username> > My Account to open the My Account dialog box.
d. Click the Roles and Catalog Groups tab.
Unauthorized reproduction or distribution prohibited Copyright 2015, Oracle and/or its affiliates
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Unauthorized reproduction or distribution prohibited Copyright 2015, Oracle and/or its affiliates
f.
Click the Permissions task to set permissions on the analysis. After being created, a
catalog object inherits the permissions set on the folder it is saved in. Therefore, for
example, saving an analysis or dashboard in a shared folder would automatically make
it available to other users with the appropriate role in the organization.
In the Permissions dialog box, notice that the permissions are currently limited to
Authenticated User and BI Administrator Role.
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g.
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h. Click Cancel.
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m
o examine
i. Click the Permission drop-down list next to BI Administrator Role
the
cand
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different permissions you can assign to the object. Note that
because
you
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decatalog.
for Catalog folders, and allows users to traverseim
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j. Select
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5.
Add the BI Consumer Role to the analysis with privileges to modify, but not delete or assign
privileges or ownership for, the analysis.
a.
Unauthorized reproduction or distribution prohibited Copyright 2015, Oracle and/or its affiliates
b.
c.
d.
e.
Hover your cursor over the Custom permission to view a popup of the custom
permissions (Read and Execute).
Select Modify from the Set Permission to drop-down list. This setting pertains to any
roles, users, or groups that you add to the Selected Members list.
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Unauthorized reproduction or distribution prohibited Copyright 2015, Oracle and/or its affiliates
g.
Select BI Consumer Role and click the Move button to add it to the Selected
Members list. Your dialog box should look similar to the screenshot below. Notice that
in the Selected Members list, the BI Consumer Role still appears with No Access
privileges, despite your addition of the role with the Modify permission. This is because
until you close the dialog box and save the changes you made, the role appears with
its current permissions displayed.
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Click OK.
In the Permissions dialog box, notice that the BI Consumer role now appears with
Modify permissions. Recall, however, that you do not want to allow members with the
BI Consumer Role to delete the analysis, and this is included in the Modify
permissions.
Unauthorized reproduction or distribution prohibited Copyright 2015, Oracle and/or its affiliates
j.
Select Custom from the drop-down list and, in the Custom Permissions dialog box,
deselect the Delete permission.
a
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f
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ndialog
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e and revert the changes.
m. Click Cancel to close the Permissions
h
sbox
k
u
n analysis
o in Shared Folders so that the analysis is
6. Create a shortcut to the Product
Sales
t
a
e
m
available to any users with
alappropriate
nspermissions.
s
e
(
c
a. In the Folders n
pane, select
li Shared Folders.
a
e
l
h
b. View theKpermissions
rab for the weblogic folder:
n
e
a
f
lm rans
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no
k.
l.
c.
Expand weblogic folder. This is the <username> folder you created in previous
practice.
Select My Folders > My Sales.
Select the Product Sales analysis. Notice that the analysis name appears at the top of
the Tasks pane to indicate the object on which any actions initiated in the Tasks pane
are to be taken.
In the Tasks pane, click Create Shortcut.
Verify in the list that the new shortcut has been created. The shortcut should be
automatically selected at the bottom of the object list. If not, select it.
d.
e.
f.
g.
Unauthorized reproduction or distribution prohibited Copyright 2015, Oracle and/or its affiliates
h.
i.
j.
Drag the new shortcut from the list to Shared Folders > weblogic.
Select Shared Folders > weblogic and confirm that Shortcut to Product Sales is
visible.
View the permissions for the shortcut in the weblogic folder. Notice that the
permissions are updated to match the folder to which you copied the shortcut:
k.
a
s
a
)h
m
7. Explore another users access to the shortcut object.
o ide
cusing
p
a. Sign out of Presentation Services and sign back in as Brian Berry
u as the
u t GBBERRY
o
r
username and BBERRY12 as the password.
g
n
-the
e
a
d
b. Navigate to the Shared Folders > weblogic folder
on
Catalog
m Stu page.
i
t
a
f is visible
c. Select Shortcut to Product Sales. The shortcut
it is in a folder that
is because
@
h
t
n
is visible to any user with the BI Administrator
or
BI
Consumer
role.
However, notice
a
e
h
s
k
also that limited links and tasks are available
for the shortcut. In the Tasks pane, notice
nis to viewtothisuobjects
a
that the only available option
properties. All other options are
e drop-down list.
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disabled. The samesis
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Unauthorized reproduction or distribution prohibited Copyright 2015, Oracle and/or its affiliates
d.
Click the Open link to open the analysis. Notice that the analysis includes an Edit link
at the bottom to open the analysis in the Analysis Editor. Click the Edit link to open the
analysis in the Analysis Editor. Because Brian Berry has the BI Author Role, he has
privileges to access the Analysis Editor, which allows him to open any analysis for
which he has the appropriate permissions for editing.
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d.
e.
f.
Members of BI Consumer Role do not have permission to access objects in your users
(weblogic) My Folders. To provide access, click the Add Traverse Position Upstream
icon
in the Permissions column next to BI Consumer Role. A check mark appears
on the icon to indicate the change .
Click OK to save your changes.
Sign out, and then sign back in with BBERRY as the username and BBERRY12 as the
password.
Unauthorized reproduction or distribution prohibited Copyright 2015, Oracle and/or its affiliates
g.
On the Home page, in the Recent list, click the Edit link under the Product Sales
analysis.
h.
Add the 2 Billed Quantity measure (under Facts > Base Facts) to the analysis.
a
s
a
)h
m
co uide
i. Save the analysis. Notice that no error message is displayed. p
Gaccess to the
ou Berry)
r
t
9. Change the privileges to deny the BI Author Role (and, with
it,
Brian
g
n
a Roletaway
defrom Brian Berry.
Analysis Editor. Another approach is to take the BI Author
m
u
i
t
S username and password.
fa in with
a. Sign out of Presentation Services and sign back
your
s
i
@
h
t changes to the analysis.
If necessary, confirm that you do notawant
n to save
e
h
s
k
u link is available only to users with the BI
b. Click the Administration link.
this
that
nRecall
o
t
a
Administrator Role.
lm under
sethe Security section, click the Manage Privileges
apage,
n
s
c. On the Administration
e
(
ic
n
l
link.
a
e
l
Kthehprivileges
d. Review
rab on the Manage Privileges page. By default, these privileges are
n
e
a
f
assignedn
(and
s in some cases, explicitly denied) to roles, allowing for more streamlined
lm
a
a
management
of system privileges. Specifically, notice that the Access to Answers
r
S n-t
privilege,
which
noBI Author Role. determines which users can access the Analysis Editor, is assigned to
Unauthorized reproduction or distribution prohibited Copyright 2015, Oracle and/or its affiliates
e.
Click the BI Author Role link for the Access to Answers privilege.
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f. In the Privilege dialog box, select Denied from the Permissions
list.
n
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g.
h.
i.
j.
Click the Back button on the right (not the browser back button) to save your changes.
Sign out.
Sign back in as BBERRY/BBERRY12.
Unauthorized reproduction or distribution prohibited Copyright 2015, Oracle and/or its affiliates
k.
On the Home page, notice that the Edit link is no longer displayed in the Recent list for
the Product Sales analysis.
l.
On the Catalog page, open the Product Sales analysis by using the shortcut in
Shared Folders > <username>.
m. Click the Edit link at the bottom of the analysis. You should receive the following
message:
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timgrant SthetuAccess to Answers
n. Use the preceding steps to reverse your work
and
a
f
privilege to BI Author Role.
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Unauthorized reproduction or distribution prohibited Copyright 2015, Oracle and/or its affiliates
Scenario
You create static snapshot and updatable Briefing Books and view them both as PDF files and
Web Archives.
Time
10-15 minutes
Task
Oracle BI Briefing Books store static or updatable snapshots of dashboard pages, individual
analyses, or BI Publisher reports. They can be downloaded and shared for offline printing and
viewing in PDF or Mime HTML (MHTML) format, added to a dashboard page as a list, and
updated, scheduled, and delivered by using agents.
1. Create and format a simple analysis and add it to a new page in your dashboard.
a. If necessary, start Oracle Business Intelligence Presentation Services and sign in.
b. Use the A Sample Sales subject area to create the following analysis:
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n@ e toththe analysis.
a
c. In the Results tab, add a vertical bar
graph view
h
k Graph
us
nthe
o
d. In the Compound Layout, drag
view to the right of the Table view.
t
a
e in the My Sales folder.
lm RepnsRevenue
aSales
e. Save the analysis as
s
e
(
icDashboard editor.
n
l
f. Open My Dashboard
inethe
a
l
Khdashboard
g. Add n
a new
rab page named Sales Rep Performance.
e
a
f
s Rep Revenue analysis to the page.
h. lm
Add the Sales
n
a
a
r
Si. Save
-t and run the dashboard. The new dashboard page should look similar to the
n
o
n screenshot:
Unauthorized reproduction or distribution prohibited Copyright 2015, Oracle and/or its affiliates
2.
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g.
h.
Click OK.
Unauthorized reproduction or distribution prohibited Copyright 2015, Oracle and/or its affiliates
3.
b.
When prompted by your browser, save the Briefing Book on your desktop. You can
share the PDF, print it, and so forth.
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c. Close the PDF file, Adobe Reader, and the Downloads dialog box (if it is open).
4.
Create an updatable Briefing Book from the Sales Rep Revenue analysis. Recall that the
analysis is on a dashboard that defaulted to report links specified for the entire dashboard.
In this set of steps, you update the analysis on the dashboard to include the Briefing Book
link, and then create a new Briefing Book that is updatable.
a. Navigate to the Sales Rep Performance page of My Dashboard and open it in the
Dashboard Editor.
b. Click the Properties icon for the Sales Rep Revenue analysis and select
Report Links.
c. In the Report Links dialog box, select the Customize option to override the dashboard
settings and enable selection of settings for this specific analysis.
Unauthorized reproduction or distribution prohibited Copyright 2015, Oracle and/or its affiliates
d.
Select the Add to Briefing Book check box and click OK.
e.
Save and run the dashboard. Notice that the Add to Briefing Book link is now available
for this analysis.
f.
g.
l.
Click OK in the Save Briefing Book Content dialog box. You should get a confirmation
message Successfully added to the Briefing Book.
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Unauthorized reproduction or distribution prohibited Copyright 2015, Oracle and/or its affiliates
5.
a
s
a
)h
m
co uide
p
ou nt G
r
g
a- tude
m
i
at is S
f
n@ e th
a
h
s
nk to u
a
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s
(
ic
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l
a
e
l
h ab
Kanalysis.
b. Saventhe
r
a tosMy
feDashboard.
c. lm
Navigaten
Sd.a Notice
trathat the C1 Customer Name column is now part of the analysis on the Sales
n
noRep Performance page.
e.
f.
g.
h.
i.
j.
k.
l.
Scroll down and click the Add to Briefing Book link for the Sales Rep Revenue
analysis to open the Save Briefing Book Content dialog box.
Click Browse, navigate to the My Briefing Books folder, and select the My Sales Rep
Updatable Briefing Book.
Click OK.
Click OK to close the Save Briefing Book Content dialog box.
Click OK to close the confirmation dialog box.
In the Catalog page, navigate to the My Sales folder.
Click the PDF link for the My Sales Rep Updatable Briefing Book and, when
prompted by your browser, save the file at your desktop.
Notice that the newest iteration of your analysis has been added to the PDF. The first
page of the PDF contains the Table of Contents, which now includes the newest
version of the analysis on page 3.
Unauthorized reproduction or distribution prohibited Copyright 2015, Oracle and/or its affiliates
m. Scroll to the second page of the PDF. Notice that it contains the first version of the
analysis that was added to the updatable Briefing Book.
n.
Scroll to the third page, where the new updated version has been added, and confirm
that the new column appears.
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Unauthorized reproduction or distribution prohibited Copyright 2015, Oracle and/or its affiliates
Scenario
The Favorites functionality allows you to bookmark as favorites the catalog objects that you view
regularly or want to view again at another time. After you flag objects as favorites, you can
organize your favorites by creating categories and rearrange your favorites into the order that
you find most intuitive. You can access a list of the objects that you marked as favorites and any
categories that you created by clicking Favorites in the global header.
Time
15-20 minutes
a
s
a
1. Add objects to favorites.
h
)
m
a. You should still be signed in with your username and password. If not,
o signiin.
e
c
d
u
b. In the Catalog, navigate to the Product Sales EMEA Region
up2009t analysis.
G
o
r
n
c. Click the More link, and then click Add to Favorites. -g
e
a
d
d. Click Favorites in the Global Header and confirm
tu Sales EMEA Region
timthat Product
S
a
f
2009 has been added.
@ this
n
a
e. Repeat theses steps for the Formatted
h Sales
seby Country analysis.
k
u
nwith Graph
f. Locate APAC Region Sales
o on the Home page or in the Catalog and click
t
a
e
m
Edit to open the analysis
s Editor.
al in the
nAnalysis
s
e
(
c
g. In the Global Header,
place
the
cursor
over Favorites and click Add to Favorites.
i
n
l
a
e
l
h the object
h. ConfirmK
that
b is added to your favorites list.
a
r
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no
Task
2.
3.
Unauthorized reproduction or distribution prohibited Copyright 2015, Oracle and/or its affiliates
d.
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