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Oracle BI 11g R1: Create
Analyses and Dashboards
Activity Guide
D63510GC50
Edition 5.0 | January 2015 | D89835
Disclaimer
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)
om ide
Oracle and Java are registered trademarks of Oracle and/or its affiliates. Other names may be trademarks of their respective
owners.
c
r o up t Gu
Authors a -g den
Lisa Alexander, Nitika Sharma
f atim is Stu
Technical Contributors and Reviewers an
@ th
k h u s e
Abhinav Agarwal, Foluke Laleye, Brian
a nMacDonald,
t o Sergiy Pecherskyy, Nikki Sanger, Phil
m
al ens
Scott, Kasturi Shekhar, Scott Silbernick e
n ( s l ic
a e
b Oracle Tutor
l
Kh rausing:
This book was published
n
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Table of Contents
Practices for Lesson 1: Course Introduction ........................................................................................... 1-1
Practices for Lesson 1: Course Introduction ............................................................................................. 1-2
Practices for Lesson 2: Introduction to Oracle Business Intelligence Enterprise Edition ...................... 2-1
Practices for Lesson 2: Overview............................................................................................................. 2-2
Unauthorized reproduction or distribution prohibited Copyright 2015, Oracle and/or its affiliates
c m
o ide 5-1
p
Practices for Lesson 5: Selecting and Grouping Data for Analyses........................................................
u t Gu 5-2
Practices for Lesson 5: Overview.............................................................................................................
r o
Practice 5-1: Using Selections, Groups, and Calculated Items to Manage Analysis
a -g Results d e n....................... 5-3
t i m Stu
Practice 5-2: Adding Groups and Calculated Items to an Analysis ............................................................
a
5-13
Practice 5-3: Including Selected Members Based on Family Relationships
@ f is................................................ 5-26
5-19
a n t h
k u se
Practice 5-4: Executing a Direct Database Analysis..................................................................................
h.................................................................................
Practices for Lesson 6: Adding Views to Analyses
a n t o 6-1
s n se
almViewse..........................................................................................
Practices for Lesson 6: Overview............................................................................................................. 6-2
n (
Practice 6-1: Modifying and Formatting
l ic 6-3
Practice 6-2: Using the a e
K h ab
Table
l
View .......................................................................................................... 6-22
n 7: Showing
Practices for Lesson
a f e r Results with Pivot Tables.................................................................... 7-1
lmfor Lesson
Practices s
n7:with
Overview............................................................................................................. 7-2
Sa 7-1:
Practice
n - t r a
Working Pivot Tables ................................................................................................... 7-3
n
Practiceo7-2: Displaying Running Sums in Pivot Tables ............................................................................ 7-13
Practices for Lesson 8: Working with Additional Views in Analyses ...................................................... 8-1
Practices for Lesson 8: Overview............................................................................................................. 8-2
Practice 8-1: Using the Trellis View.......................................................................................................... 8-3
Practice 8-2: Adding a Column Selector to an Analysis............................................................................. 8-14
Practice 8-3: Working with Views ............................................................................................................. 8-17
Practice 8-4: Creating Performance Tiles ................................................................................................. 8-28
Practice 8-5: Linking Views Together ....................................................................................................... 8-33
Practices for Lesson 9: Visualizing Data: Gauges and Maps .................................................................. 9-1
Practices for Lesson 9: Overview............................................................................................................. 9-2
Practice 9-1: Showing Results as a Gauge .............................................................................................. 9-3
Practice 9-2: Using Map Views ................................................................................................................ 9-6
Practice 9-3: Setting Up Layers and Background Maps ............................................................................ 9-12
Practices for Lesson 10: Scorecards and Key Performance Indicators .................................................. 10-1
Practices for Lesson 10: Scorecards and Key Performance Indicators ...................................................... 10-2
Practices for Lesson 11: Measuring Results with Scorecards and KPIs ................................................. 11-1
Practices for Lesson 11: Overview ........................................................................................................... 11-2
Copyright 2015, Oracle and/or its affiliates. All rights reserved.
g r o n
a -
Practices for Lesson 17: Oracle Business Intelligence Mobile................................................................
d e 17-1
i m
at Business t u
Practices for Lesson 17: Oracle Business Intelligence Mobile ...................................................................
SIntelligence Mobile App 17-2
@ f i s
Practices for Lesson 18: Creating Mobile Applications with
an se t
Oracle h
k h
Designer ....................................................................................................................................................
u
18-1
a n.............................................................................................
t o
Practices for Lesson 18: Overview ........................................................................................................... 18-2
Practice 18-1: Creating a Basic Mobile
a l m App
n s e 18-3
Practice 18-2: Designing Apps(s
a n l i ce
with Tile Pages......................................................................................... 18-23
Practices for Lesson 19:
K h UsingaOracle b le Business Intelligence Delivers ................................................... 19-1
a n
Practices for Lesson 19:
f e r ........................................................................................................... 19-2
Overview
lm19-1: Creating
Practice
a a s
n and Delivering an Agent ...................................................................................... 19-3
S t r
- 20: Administering the Presentation Catalog .......................................................... 20-1
nonfor Lesson 20: Overview........................................................................................................... 20-2
Practices for Lesson
Practices
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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Introduction
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Practice Overview
In this practice, you explore the Oracle Business Intelligence user interface.
Unauthorized reproduction or distribution prohibited Copyright 2015, Oracle and/or its affiliates
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Goal
In this practice, you gain familiarity with the main elements of the Oracle Business Intelligence
Enterprise Edition user interface.
Unauthorized reproduction or distribution prohibited Copyright 2015, Oracle and/or its affiliates
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
s a
After logging in to Oracle Business Intelligence Enterprise Edition (Oracle BI EE), you see either
a
)h
a personal dashboard or the Home page (depending on how your preferences are set). The
m
Home page is a task-oriented centralized page that combines with the Global Header to provide
co uide
p
access to Oracle BI EE objects and their editors (required by report and dashboard developers).
g r ou nt G
In this practice, you explore the Home page and Global Header to familiarize yourself with the
i m a- tude
multiple approaches for navigating to the areas of Oracle BI EE that support your work.
f a t S
Starting Oracle Business Intelligence Presentation @ h i s
Services
1. Sign in to Oracle BI EE: k h an se t
u
nOracletoBI EE
a. In a browser, enter the URL
l m afor e using the following format:
http://<hostname>:<port s
sa licyouenwith the correct URL.
number>/analytics
Your instructornwill( provide
K hathe aURL
For example, b lemay be:
l m an sfer
http://localhost:7001/analytics
Sb.a On thea n In screen for Oracle BI EE, enter the user ID and password for a user with
tr Sign
-
BInAdministrator privileges, as provided by your instructor. (The default BI administrator
nois the weblogic user and the password is welcome1.)
c. Click Sign In.
The Home page is displayed.
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Browsing Oracle BI Objects in the Presentation Catalog g r ou nt G
- deBrowse Oracle BI
1. In the Browse/Manage section, click the All Contentim linkaand select
t u
Presentation Catalog. This option (or the Search
t S the Catalog page, which
faoption)isopens
includes tools and panes that enable youato @ h
nexploreethet available Catalog folders. When
k h us to the left of the list of selected
you browse the Catalog, the Folders
folders and objects. a n pane is displayed
t o
2. Browse folders:
( s alm ense
a n e l ic Pane button to hide the Folders pane.
a. Click the Show/Hide
h ab l
Folders
b. ClickntheKShow/Hide r Folders Pane button again to show the Folders pane. You can
lm a
also use n s f e
the collapse pane arrow to hide and show the Folders pane.
Sc.a Innthe
- t r a
Folders pane, expand My Folders.
o
d.n Select the BISAMPLE folder and notice that five analyses are displayed in the Catalog
list on the right.
e. Click My Folders.
f. Click the Refresh button to refresh both the list and the Folders pane.
3. Search the Catalog:
a. Click the Search button to open the Search pane.
b. Expand the Location drop-down list and notice that you can search My Folders,
Shared Folders, or All locations.
c. Expand the Type drop-down list and notice that you can search by any Catalog object
type.
i m a tude
t
fa is S
a n @
6. View the available tasks for the BISAMPLE folder:
th
a. Toggle to the Folders pane. h e
us in the Catalog list, select the BISAMPLE
b. Select My Folders in the Foldersa nk pane.toThen,
folder.
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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 objects in the Catalog and delete
them . Depending on the object type selected, you can also open , edit ,
print , and export .
s a
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i m a- tand u e
dpermissions,
Some of these additional actions include setting t
a isforSstorage in other partsarchiving,
restoring or renaming objects, and creating fshortcuts
properties
of the
a n @ t h
Presentation Catalog. Any stored object
can be edited or manipulated by k h s e
appearing
u links.
usingtthese
on the Catalog page or Home page
a nbottom-lefto
e. Notice the Tasks panelat
a m nse
the corner of the page. Options are also available
in the Tasks pane,(s e context-sensitive tasks that can be performed on a
which contains
a
selected object. n l
Aboveethe icoptions is the name of the object to which the task you
K hbe applied.
b l
select will
a n f e ra
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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.
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c. In the Name field, enter *Sales*
nk to search
t o usfor analyses with the word Sales in the
title. a
s
d. Click Search to locate n se objects in My Folders.
alallmtheeAnalysis
n ( l ic two analyses in the BISAMPLE folder:
a
e. You should see e
the following
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f. Click the Open link for the Basic Region Sales analysis. The analysis opens for
viewing.
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c. Confirm that both of the analyses that you recently viewed are visible in the Others
section: Sales by Sales Rep and State and Basic Region Sales.
d. Click the Open link for the Basic Region Sales analysis to view the analysis.
e. Use the browsers Back button to navigate back to the Home page.
f. Click the Edit link for the Basic Region Sales analysis. The analysis opens in the
Analysis Editor. You use the Analysis Editor to create, edit, and format analyses in
subsequent practices.
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g. Return to the Home page.
h. In the Global Header, click Open and notice that the analyses are also listed here in a
Recent list.
i. Click Basic Region Sales to open the analysis in the Analysis Editor. This is another
method to open recently viewed objects.
j. 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.
Copyright 2015, Oracle and/or its affiliates. All rights reserved.
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Working
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Practices Overview
In these practices, you create and format analyses.
Unauthorized reproduction or distribution prohibited Copyright 2015, Oracle and/or its affiliates
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Goal
In this practice, you create and format analyses.
Scenario
Unauthorized reproduction or distribution prohibited Copyright 2015, Oracle and/or its affiliates
You create and format new analyses, view the results, and save the analyses in the Catalog.
Time
2530 minutes
3. 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.
4. 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.
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. Click the Table View Properties button to explore the properties that you can set
for the table in the Table Properties dialog box. a
e. In the Data Viewing section, select Content paging. ) has
f. om ide
Click OK to accept the other default settings and to close the Table Properties dialog
c
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box. The screenshot shows the paging controls at the bottom of the table:
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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.
s a
a
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m
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p
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f at is S
a
b. Click Done to close the Table view editor
h n@and ereturn
th to the Compound Layout, which
includes a Title view and a Table
a n kview.to us
c. Click the Criteria tab tolm
a n s e 1-Revenue column is added to your analysis
verify that the
criteria.
n (s lice
a
h able
K
l m an sfer
a -tanalysis
7. SSave the r an in a new folder in the My Folders section of the Presentation Catalog.
a.no
n
Click the Save Analysis button . The Save As dialog box is displayed.
b. Select My Folders in the Folders pane of the dialog box.
c. Click the New Folder button . The New Folder dialog box appears.
d. Name the new folder by entering My Sales in the Name field.
e. Click OK. The new folder is created in My Folders.
f. Click the My Sales folder.
g. In the Name field, enter Sales by Country.
h. Click OK. The Sales by Country analysis is saved in the My Sales folder in the My
Folders section of the Presentation Catalog.
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Sd. Notice
n -t that the levels in the Product hierarchy are Total Products, Brand, LOB (Line of
o
n Business), Type, and Product.
e. Double-click the Products Hierarchy hierarchical column to add it to the Selected
Columns pane.
f. Expand the Facts > Base Facts folder and double-click the 1-Revenue column to add
it to the analysis.
2. View the analysis results:
a. Click the Results tab. Notice that the Compound Layout defaults to a pivot table when
an analysis includes a hierarchy column.
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 Kthe l
h TotalaProducts
b hierarchy level.
n
a the Save
e. Click r
feAnalysis button and save the analysis as Product Sales in My
a lm n s
S n-tra Sales.
Folders > My
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.
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.
a
has
e. Click the Results tab to verify the sort.
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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.
d. Click the Paste Cell Format button to paste the formatting from the C50 Country
Name column cells.
e. Notice that the Horizontal Alignment field changes to Center.
f. Click OK and verify that the area column values are now centered.
s a
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f at is S
h a n@ e th
k toName
nCountry us
g. Return the C51 Area and C52
l m a e column settings back to the defaults and
check the results. You sa canbox do thiss
eornbyeither by resetting to the default in the drop-down list
in the Edit Format n (dialog l i c clicking the Clear Cell Format (restore defaults)
button Kh
a ble
a n Explore.
f e ra some of the other formatting options that are available in the Edit
h. m
l (Optional) s
n box. When you understand the options, click OK to close the dialog box.
Sa Format - t r adialog
onand format the C52 Country Name column heading in the Table editor. This change
3. Modify
n
affects only the column heading in the Table view. Later, you set a column heading globally
for the column.
a. In the Layout Pane, click the More Options button for the C52 Country Name
column and select Format Headings. The Edit Format dialog box is displayed.
b. In the Caption text box, enter Country.
c. In the Cell area, click the Background Color selector to display the Color Selector
dialog box.
d. Select the orange color, and then click OK.
e. Click OK to close the Edit Format dialog box.
g. Click Done to save your changes, close the Table editor, and return to the Compound
Layout view.
( s alm ense
b. In the Indent (Left Padding) and Top Padding text boxes, enter 10.
a n
c. Click OK.
e l ic
Kh rab l
4. Change the background color of the Title views container in the Compound Layout to
n
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yellow. Then verify that your spacing and background color changes have been applied.
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b. After examining the results, close the dashboard previews browser window to return to
the Analysis Editor.
s a
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m
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f. Click OK to close the Column Properties dialog box.
g r ou nt G
g. Repeat these steps to add the following custom headings:
i m a- tude
C51 Area = Sales Areas
f at is S
C52 Country Name = Countries n@ th
h a e
1-Revenue = Revenue
a n k to us
2. Navigate to the Results tab and
a l s e tab and verify that the new names are
m thenCriteria
displayed in both places.
n (s lice
a. Click the Resultsa
h atab b ltoe viewlevel
the table in the Compound Layout. Notice that the name
that youK set at the
r is because the for
analysis C52 Country Name (Countries) is not reflected in
a nresults. fThis
e
a lmyour
n s table-level caption that you set for the column in the
a overrides the analysis-level setting that you just added to the column on
S Tablen
the - treditor
Criteria tab.
no
b. To verify that your analysis-level change was applied, click the Criteria tab and verify
that the new column heading (Countries) is visible.
box is displayed.
d. In the Operator drop-down list, select is less than.
e. In the Value field, enter 100000.
f. Click OK. The Edit Format dialog box is displayed.
g. In the Font section, click the Color drop-down list.
h. Select red from the color selector, and then click OK.
i. In the Style drop-down list, select Bold.
j. Click OK.
a
has
k. Repeat the process to create the following conditional formatting:
)
Criteria Operator/Value Color
c m e
oStyle
Revenue Is between 100000 and 500000 Blue
o u p Bold Guid
Revenue Is greater than 500000 a -gr deBold
Green nt
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l. Click OK to close the Column Properties dialog box after you finish.
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3. Click the Save As button
a e l
toicsave the analysis as a new analysis. Name the analysis
l
h aBybCountry and save it in the My Sales folder.
FormattedKSales
l m a n
s f er
Adding
S a -tran
Custom Formulas to the Analysis
noinnthe actual dollar amount and then ranks customers by country based on this new
Convert the Formatted Sales by Country analysis to an analysis that calculates a 10%
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. Click the Multiply button in the Formula Editor. An asterisk (*) is inserted at the
end of the formula.
e. After the asterisk, enter 1.10.
s a
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p
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i m a- tude
f at is S
h a n@dialog e thbox.
g. Click OK to close the Edit Column Formula
us increases in your results. Notice that
nthekdollartoamount
h. Click Results and verify that a
alm easnthe
the formula is now displayed
s secolumn heading and that the default formatting for
n (
dollars is no longer l icso that the column amounts again are displayed as
in effect,
a l e
Kh rthan
numbers rather
n a bas currency.
a lma ransfe
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e.noClick 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.
3. Modify the formula to group the customer rankings by state and add a custom heading to
the column. a
has
a. On the Criteria tab, click the More Options button for the RANK(1-Revenue *1.10)
)
column and select Edit formula.
c om ide
r o up t Gu
b. Change the formula by adding a by statement to the expression in the Column
-g den
Formula field: Rank(Base Facts.1-Revenue*1.10 by ).
a
atim is Stu
c. In the Column Formula field, place the cursor at the end of the expression after the
f
word by (inside the parentheses).
a n@ e th
d. In the Available field, expand A Sample Sales > Customers > Cust Regions, select
h s
nk to u
the C51 Area column, and then click the Add Column button to add the area column
a
alm ense
to the formula.
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4. Save this analysis as a newlm analysis. se
s a
a. Click the Save As button. ice
( n
b. Name the h
n
a Ranked l
le Sales by Country and save it in the My Sales folder.
K analysis
a b
l m s er Sales Analysis
anthe Product
f
a -tran
Formatting
1. SIn thenGlobal Header, select Open > Product Sales to open the Product Sales analysis
nothe Recent list.
from
2. Create a custom column heading for the product hierarchy:
a. Click the Criteria tab.
b. Click the More Options button for the Products Hierarchy column and select Column
Properties to open the Column Properties dialog box. Notice that you can set column
properties globally (similarly to attribute columns).
c. Click the Column Format tab.
d. Select Custom Headings.
e. Change the column heading to Products.
f. Click OK and verify your results:
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:
h a n@ e th
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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.
a
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7. Save the analysis as Product
a l n s e Sales.
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Goal
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.
Unauthorized reproduction or distribution prohibited Copyright 2015, Oracle and/or its affiliates
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. Create a basic analysis to test the behavior of analysis properties.
s
a. Use the A Sample Sales subject area to create the following new analysis:
a
C50 Region, 1-Revenue )h a
m
co uide
p
g r ou nt G
b. Click Results to view the analysis.
i m a- tude
f at is S
h a n@ e th
s
a nk to u
( s alm ense
a n e l ic
Kh rab l
n
a properties
2. Set analysis f e to display columns in existing and new views when the columns are
l m s
a on-trtheanCriteria tab.
Sadded
a. o n the Edit Analysis Properties button to open the Analysis Properties dialog
n Click
box.
b. Click the Data tab.
c. Notice the options for Display of Columns Added in Criteria Tab. Make sure that the
Display in existing and new views option is selected. This is the default.
d. Click OK.
3. Add the Sales District column to the analysis.
a. Return to the Criteria tab.
c. Click Results.
d. Confirm that the new column is displayed in the existing table view. Your results may
Unauthorized reproduction or distribution prohibited Copyright 2015, Oracle and/or its affiliates
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.
s a
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m
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lm nonsthe
e. If necessary, re-orderacolumns e Results tab by dragging the handle at the top of
the column to a
n ( s
new position
l e
ic (aC51
blue line indicates the insertion point). Change the
column ordera
h ab
to C50 l e
Region, Area, 1-Revenue.
K
l m an sfer
Sa n-tran
no
d. For Display of Columns Added in Criteria Tab, select Exclude from existing
views, but display in new views.
e. Click OK.
f. Double-click to add the P4 Brand column to the analysis.
g. Click Results. Notice that the P4 Brand column does not appear in the results in the
Table view.
a
h.
i.
Click the Edit View button
has
for the Table view to open the View editor.
)
In the Layout pane, locate the Excluded section and notice that the P4 Brand column is
c om ide
added here. This was the default behavior for all 11g versions until version 11.1.1.6.
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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.
a
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Practices for r o up t G4:u
Lesson
a -g den
atimData
Filtering
f S tuin Analyses
a n @ 4 this
Chapter
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Practices Overview
In these practices, you limit data by using filters and prompts.
Unauthorized reproduction or distribution prohibited Copyright 2015, Oracle and/or its affiliates
a
) has
c om ide
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a -g den
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s
a nk to u
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Goal
In this practice, you add filters to limit the results that are returned by analyses.
Scenario
Unauthorized reproduction or distribution prohibited Copyright 2015, Oracle and/or its affiliates
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:
s a
http://<hostname>:<port number>/analytics
Your instructor will provide you with the correct URL. )h a
For example, the URL may be: m
co uide
p
oupassword
http://localhost:7001/analytics
b. On the Sign In screen for Oracle BI EE, enter the user-ID g rand n t Gfor a user with
m a tude
BI Administrator privileges, as provided by your instructor.
i
c. Click Sign In.
t
fa is S
2. Open the Formatted Sales by Country a n @ th
h analysis.
k Header. us e
a. Click the Catalog button in the
a nGlobal t o
b. In the Folders pane, a
s lm tonMy
navigate
e seFolders > My Sales.
n
c. Click the Edit link ( l
under the icFormatted Sales by Country analysis to open it in the
a l e
Kh rab
Analysis Editor.
n
l m a show
3. Add a filter to
s f erecords from the APAC region only, without showing the Regions
a -intryour
Scolumn anresults.
n o n Criteria tab.
a. Click the
b. Click the More Options button for the Regions column and select Column Properties.
The Column Properties dialog box appears.
c. Click the Column Format tab.
d. Select the Hide check box at the upper-right corner.
e. Click OK.
f. Click the More Options button for the Regions column and select Filter. The New
Filter dialog box appears.
g. Notice that the is equal to / is in operator is selected by default.
h. Click the Search icon next to the Value field to open the Select Values dialog box.
This is one method for selecting column members to include in a filter. This method is
advantageous when there are many members. In this example, there are only three
members of the Regions column.
i. Select APAC in the Available list and click the Move button to add it 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. a
p. Place your cursor on the filter and click the Edit Filter button.
) has
c om ide
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atimforistheSValue
q. In the Edit Filter dialog box, click the Down fArrow
tu field.
r. In the drop-down list, deselect the EMEA
h a n@checkebox.
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4. Use another method to add a second filter to show records from 2008 only.
a. Click the Create a filter for the current Subject Area button in the Filters pane.
b. Select More Columns to open the Select Column dialog box.
c. Expand Time and select the T05 Per Name Year column.
Copyright 2015, Oracle and/or its affiliates. All rights reserved.
a
) has
c om ide
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a -g den
f atim is Stu
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a nk to u
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k. Click the icon at the bottom of the table; 28 rows are returned.
5. 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.
s a
)h a
m
co uide
k. Click OK and verify that the filter appears in the Filters pane. p
g r ou nt G
m a- should
l. Click the Results tab to review the results. Thetianalysis t u debe filtered to show data
for only the current and previous month.@Your
S look similar to the
faresultsisshould
following screenshot: an se t h
k h u
a n t o
( s alm ense
a n e l ic
Kh rab l
n
a lma ransfe
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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. Leave Analysis Editor open for the next practice.
Goal
In this practice, you build an inline prompt that enables you to filter results.
Scenario
Unauthorized reproduction or distribution prohibited Copyright 2015, Oracle and/or its affiliates
You use an inline prompt to constrain an analysis to obtain results that answer a particular
question.
Time
1015 minutes
Task
1. Create an analysis and add an inline prompt.
a. Create the following new analysis by using the A Sample Sales subject area:
s a
)h a
m
co uide
b. Click the Prompts tab. p
c. Click the New button and select Column Prompt > Cust
g r ou Regions.C50
n t G
Region. The New Prompt dialog box appears. -
a tude
t i m S will appear to the user.
d. In the Label field, enter Filter by Region.
@ faThis caption
i s
an sefieldt .
e. Enter Filter by Region in the Description h
k h u to / is in.
f. In the Operator drop-down list,
a nselect istoequal
s alm list,
g. In the User Input drop-down
e n se the default Choice List. Check your
accept
selections:
n ( l ic
a l e
n Kh rab
a lma ransfe
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h. Expand Options.
i. 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.
j. Deselect the Enable user to select multiple values and Enable user to type values
check boxes.
a
) has
c om ide
r o up t Gu
a -g den
f atim is Stu
h a n@ e th
s
a nk to u
( s alm ense
a n e l ic
KhThe prompt l
m. Click
a nOK.
f e rab is added to the analysis.
a
2. Check n s
lm yourrawork.
Sa. Click
n -tthe Preview button to display the prompt.
n o
b. Click the Filter by Region drop-down list and verify that three regions appear:
AMERICAS, APAC, and EMEA.
c. Close the preview browser window.
d. You can also check your work in the Display pane below the Definition pane.
a
) has
c om ide
r o up t Gu
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s a
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c. If necessary, use thes n searrows to set the execution order of the prompts so
auplmand edown
n
that they appear ( l ic order:
in the following
a l e
n Kh rab
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f atim is Stu
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Goal
In this practice, you create a filter based on the results of another saved analysis.
Scenario
Unauthorized reproduction or distribution prohibited Copyright 2015, Oracle and/or its affiliates
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.
s a
a
a. Use the A Sample Sales subject area to create the following new analysis and
)h
associated filter:
m
co uide
p
g r ou nt G
i m a- tude
f at is S
b. Click the Results tab. There should be
h a n3@records.th
e The screenshot shows only a portion
s
nk to u
of the records.
a
( s alm ense
a n e l ic
Kh rab l
n fe as Products - EMEA Region 2009 in the My Sales folder.
a the analysis
c. lm
a Save
n s
a to be filtered by a saved analysis.
2. SCreate an
n - tranalysis
a.noUse 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.
a
) has
c om ide
r o up t Gu
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f atim is Stu
h a n@ e th
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a nk to u
alm inethe
n e
sworkspace.
k. Click OK. The filter
n ( sappears
l ic
a
h ab l e
KResults
l m a
l. Click nthe
s f er tab.
Sm.a EMEA an3 rows are returned and that results include product brands in only the
Verifyrthat
- t
n o n region.
n. Save the analysis as Product Sales - EMEA Region 2009 in the My Sales
folder.
Goal
In this practice, you edit the SQL for a column filter in an analysis.
Scenario
Unauthorized reproduction or distribution prohibited Copyright 2015, Oracle and/or its affiliates
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
a. Open the saved Products EMEA Region 2009 analysis in the Analysis Editor.
) has
for Region is equal to / is in EMEA. c om ide
b. On the Criteria tab, place the cursor on the filter and then click the Edit Filter button
r o up t Gu
a -g den
f im Stu
atthis
c. In the Edit Filter dialog box, select the Convert
n @ t h is to SQL check box.
filter
k ha use
a n t o
m
al ens e
n ( s l ic
a l e
n Kh rab
a lma ransfe
S n-t
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e. In the Advanced SQL Filter text box, change Cust Regions.C50 Region = EMEA to
Cust Regions.C50 Region = APAC.
i. Save the analysis as Products APAC Region 2009 in the My Sales folder.
a
) has
c om ide
r o up t Gu
a -g den
f atim is Stu
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a nk to u
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s a
a
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m
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p
u t G5:
Practices for g r oLessonn
a - d e
atim isand
Selecting
f StuGrouping Data
h a nfor
@Analyses
e th
nk Chapter
t o us 5
a
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Practices Overview
In these practices, you limit and group data by using selections, groups, and calculated items.
Also, you create a direct database analysis.
Unauthorized reproduction or distribution prohibited Copyright 2015, Oracle and/or its affiliates
a
) has
c om ide
r o up t Gu
a -g den
f atim is Stu
h a n@ e th
s
a nk to u
( s alm ense
a n e l ic
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a lma ransfe
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Goal
In this practice, you build a selection to retain only the members of an analysis that are pertinent
to your business needs.
Unauthorized reproduction or distribution prohibited Copyright 2015, Oracle and/or its affiliates
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
10-15 minutes s a
)h a
Task m
o ide
cand
1. Create an analysis that shows hierarchical customer data for Revenue p
u t GBilled u Quantity.
r o
g new nanalysis that
a -units
a. Use the A Sample Sales subject area to create the following
d e
includes the customer region hierarchy, revenue,
a t i m Stu Quantity).
and (Billed
f
a n @
e this
k h us
b. Click the Results tab. a n t o
c. Expand the Customers s n se to examine the results and to view the levels in
almTotalehierarchy
the hierarchy. n
( l ic
a l e
Kh1-Revenue
d. Notice the
n rabwilland 2-Billed Quantity totals for the EMEA region and the North
a
America
lm rans f
area.eYou use these values for comparison later in this practice.
a
S n-t
no
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 s a
selections.
)h a
m
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p
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g. In the Action drop-down s e seStart with Group or Calculated Item. Notice that
almlist, select
n
n ( l icaccess to the Presentation Catalog to select groups or
a
the dialog box provides you
l e
Khitemsrsaved
calculated
n ab in a subject area.
h. m In a s
the Action
l displays f e
drop-down list, select Start with selected members. The dialog box
a
S hierarchy. n
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.
s a
k. Click OK to close the Edit Member Step dialog box.
)h a
l. m
In the results, verify that the analysis now includes the EMEA region, with the addition
co uide
of North America from the AMERICAS region.
p
g r ou nt G
i m a- tude
f at is S
h a n@ e th
s
a nk to u
( s alm ense
a n e l ic
Kh rab l
m. lm
n fe the selection steps have been updated to Start with EMEA; North
a alsosthat
Notice
a
S America.tra n
n -
no
b. In the Selection Steps pane, click Then, New Step > Select Members.
c. In the New Member Step dialog box, select Keep Only from the Action drop-down list. a
) has
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. c om ide
d. o up t Gu
In the Available pane, expand Customers Total > EMEA to display the EMEA region
r
areas. a -g den
e. atim is Stu
In the Available list, select Europe and Northern and move them to the Selected list.
f
f. n@ e th
Click OK to close the dialog box.
h a s
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a n e l ic
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s a
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m
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p
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i m a- tude
f at is S
h a n@ e th
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a nk to u
( s alm ense
a n
h. Place the cursor
e ic Keep only Europe; Northern selection step that you
over the lThen,
created K
and l
h click athebEdit button.
l m a n
s f er
Sa n-tran
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i. In the Edit Member Step dialog box, click the Remove All button.
k. In the Action drop-down list, select Remove. This will remove the areas in the Selected
pane. s a
l. Click OK. )h a
m
co uide
m. Verify that the results now display North America, EMEA, Europe, and Northern.
p
g r ou nt G
i m a- tude
f at is S
h a n@ e th
s
a nk to u
n. Now that you removedlall
s a mfor e n sedidareas
of the other from the EMEA region, notice that the total
n (
revenue or billed quantity
l i EMEA not change in the analysis. This is because
capplied after aggregation,
a
selections, unlike le include the aggregated results
filters,
h abregion are so that in this case, the total
sales forKthe EMEA r of the members from the analysis. of all of its areas despite the
a n of some f e
removal
alm -the a n s
4. SChange
n t r selection steps to clarify possible confusion in the analysis.
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
total.
b. 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.
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.
5. 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
a
has
the analysis represent the top 50 percent.
)
a. Expand the hierarchy to the Country level for each area.
c om ide
b. Click the Then, New Step link and select Apply a Condition. The New Condition Step
dialog box appears.
r o up t Gu
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c. Click the Condition Type drop-down list, and examine the variety of conditions that
a
f atim is Stu
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
a n@ e th
you have built, to add, keep, or remove members.
h s
a nk to u
( s alm ense
a n e l ic
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n
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area.
i. Verify your selections:
a
) has
c om ide
r o up t Gu
a -g den
f atim is Stu
h a n@ e th
s
a nk to u
( s alm ense
a n e l ic selection steps resemble the following:
Kh rab
j. Click OK and verify l
that your
n
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s
a nk to u
almtotalsefor
n e
sthe
n (
l. Notice that the measure s l i c region and area levels remain the same despite
the removal a of members e from the analysis. Again, the aggregate measures are not
affectedK b l
byhthe selection
a nthe analysis
f e raas Sales by Region Top Performers North America, Europe,
steps.
m. mSave
l Northern s
an in the My Sales folder.
Sa and - t r
6. Save
n onyour selection steps as a group. Groups and calculated items are treated as members
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.
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Goal
In this practice, you create a group and a calculated item and use them in an analysis.
Scenario
Unauthorized reproduction or distribution prohibited Copyright 2015, Oracle and/or its affiliates
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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Creating and Formatting
a n l
a Group
e ic
Create and saveK ahnew group
a l
bthat contains members that span different parents in the product
n r
fe Speakers
lmayourawill
hierarchy. You group MP3 System with other audio products for use in an analysis.
In thisacase, n sembed the group in the analysis instead of saving it as a separate object in
theS n -t Catalog.
Presentation
1. Use
o
n the A Sample Sales subject area to create a new analysis with the Products
Hierarchy hierarchy and Base Facts.1-Revenue. Click OK when prompted about moving
away from the preceding analysis page without saving.
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f. Expand Total Products > BizTech
k > s > Accessories, select MP3
Electronics
u
n t o
a it to theeSelected
Speakers System, and add list. Your group should appear as
l m s
(sa licen
follows:
n
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K
l m an sfer
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e.n Click OK to close the Edit Format dialog box.
7. Click OK to close the New Group dialog box.
8. In the results, verify that the All Audio Products group has been added to the bottom of
your analysis. The group inherits the aggregation rule from the 1-Revenue measure, which
is Sum in this case, so that you can see the total amount of revenue for the combined audio
products at the group level in your results.
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.
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
s a
a
hierarchy. Set the border for this calculated item to blue to distinguish it. Your comparative
)h
averages should appear at the bottom of your analysis results as follows:
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h a n@ ethere th are options for viewing, editing,
6. Right-click either of the calculated items s
and notice
and deleting the calculated item. a nk to u
alm eUnits
7. Save your analysis as Product
s n se Ordered with Average Comparison in the
My Sales folder. n ( l ic
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Goal
In this practice, you include members in selection steps based on family relationships in a
hierarchy.
Unauthorized reproduction or distribution prohibited Copyright 2015, Oracle and/or its affiliates
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.
s a
a
1. Create a new analysis in the A Sample Sales subject area with Products Hierarchy, T05
)h
Per Name Year, and 1-Revenue:
m
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2. Click Results. i m a- tude
3. Create a selection rule to select the siblings @ fat is S
of LCD.
a. Open the Selection Steps pane. han e th
nk tselect
b. Under Products ProductsaHierarchy, o usThen, New Step > Select Members
based on Hierarchyatolm open thes
n e Hierarchy Selection Step dialog box.
New
n
c. In the Relationship ( s l e
ic Based on Family Relationship.
field, select
a l e
n Kh drop-down
d. In the Action
r a b lists, select Keep Only and Siblings Of.
e. In a
l m n s fe list, expand Total Products > HomeView > TV.
the Available
a
Sf. Select
- traonly LCD in the Available pane.
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h. Click OK to close the New Hierarchy Selection Step dialog box.
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nothe selection step to include LCD:
5. Edit
a. Click the Edit button for Then, Keep Siblings of LCD to open the Edit Hierarchy
Selection Step dialog box.
b. Select Include selected members and click OK.
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6. Create selection steps to include leaves of hierarchy family members.
a. Delete the selection step you just created: Then, Keep Siblings of LCD Include
selected members.
b. Under Products Products Hierarchy, select Then, New Step > Select Members
based on Hierarchy.
c. In the Relationship field, select Based on Family Relationship.
d. In the Action drop-down lists, select Keep Only and Leaves Of.
e. In the Available list, select Total Products and move it to the Selected pane.
f. Click OK.
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7. SApplyn t
a -condition to your results.
n o
a. Under Products Products Hierarchy, click Then, New Step > Apply a Condition to
open the New Condition Step dialog box.
b. In the Condition Type field, select All X values where Y = values.
c. In the Action drop-down lists, select Keep Only and Product. Note that Product is the
leaf node in the Products Hierarchy.
d. In the Column field, select Products.P4 Brand.
s a
f. Click OK to close the New Condition Step dialog box. )h a
8. Notice that the selection step is updated, and the result set displays only m
cothe leaves eof the
p u i d
FunPod brand (members that have no children).
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s a
a
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9. Right-click any one of the leaves (columns) in the analysis and notice theremare options
executing actions on hierarchy members: Keep Only, Remove, Keep p co Related,
Only
u ide
Remove Related, and Add Related. u
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- g
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t i m
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10. Save the analysis as Selected Members based on Family Relationships in the
My Sales folder.
Goal
In this practice, you create and issue a database analysis directly to a physical back-end
database.
Unauthorized reproduction or distribution prohibited Copyright 2015, Oracle and/or its affiliates
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
a
has
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.
c om ide
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a. In the Global Header, click the Administration link to open the Administration page.
-g den
b. In the Security section, click the Manage Privileges link. The Privilege Administration
a
atim is Stu
window is displayed. In the Answers section (scroll down to it), locate the Execute
f
Direct Database Analysis privilege. Notice that BI Administrator Role is assigned to
this privilege.
h a n@ e th
s
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c. Click Home.
s a
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c m
o ide
Note: If you add the C3 Customer Type column to your analysis p
u to create uthe filter,
r o t G
delete it from the analysis after creating the filter. Recall
a -gselect n way to do this is
that another
d e
to click the Create a Filter button in the Filters pane
a t i m and
S t u you toColumns,
More which
opens a selection window for the current Subject
@ f Area,
i s allowing select a column
an se t
without adding it to the Selected Columns pane. h
k h u
b. Click the Results tab.
a n t o
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s a
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c. At the confirmation message, click Leave Page to navigate away from
c m
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e
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up t GuThis is the
d. In the Connection Pool field, enter Sample Relational Connection.
r o
g of theeOracle
name of the connection pool specified in the Physical -layer n BI repository.
a d
Statement from Direct Database Request.txt, f a im statement.
e. In the SQL Statement field, enter the following tSQL
S tu You can copy the SQL
is is located in D:\Create
which
n @ t h
Analyses Dashboards\StudentFiles.
k hasum(samp_revenue_F.Revenue)
u se
SELECT samp_customers_D.Name,
a n t o
FROM samp_customers_D, m e
al ens = samp_revenue_F.cust_key and
samp_revenue_F
n ( s
WHERE (samp_customers_D.cust_key
l ic = 'TYPE 4')
a
samp_customers_D.type_key
l e
hsamp_customers_D.Name
b
K90000
GROUP BY
n r<asum(samp_revenue_F.Revenue)
a
having
s f e
f.alm a
Your SQL nstatement should appear as follows:
S n-t r
no
g. Click the Validate SQL and Retrieve Columns button and verify that the appropriate
columns appear under Result Columns.
a
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4. Save the analysis as Direct Database Analysis in the My Sales c om Leave
folder.
i d e
Presentation Services open for the next practice.
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Adding
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S tuto Analyses
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Practices Overview
In these practices, you will explore and work with a variety of views and graphs in your
analyses.
Unauthorized reproduction or distribution prohibited Copyright 2015, Oracle and/or its affiliates
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Goal
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.
Unauthorized reproduction or distribution prohibited Copyright 2015, Oracle and/or its affiliates
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
s a
a
) h and
g. Use the Subject Areas pane to add the Fact > Base Facts > 11- Fixed
c m Costs
o Notice e
Fact > Base Facts > 10- Variable Costs columns to the analysis
u
pMeasures
results. i d
u sectionthat
the columns are added to both the results and the Columns
g r oand
n t G of
-
the Layout pane.
3. Edit the display properties for the Table view. fati
ma Stude
a. Click the Table View Properties button n is to edit display properties for
@ on thethtoolbar
a
kh o us e
the Table view.
n
a box, esettthe following:
b. In the Table Properties m dialog
a l ns
Paging Controls(s i c e Top
a n l e l
Rows K perhPage b 10
n
a Folder r a
fe & Column Headings
a lmDisplay a n s As Folder.Column
S Enable
n r
-t alternate styling Selected
n o
c. Click the Format button for the Set Alternate Format option to set the background
color for the alternating green bars in the table.
d. In the Edit Format dialog box, set the cell Background Color to light blue, and click
OK.
a
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c om ide
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.
s a
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k. Select the Filters view in the Views pane and click the Add View c m
o idtoeadd it to
button
the Compound Layout. p
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l. In the Compound Layout, click the Remove View from Compound Layout button for
the Filters view.
below the Title view. A blue bar indicates a valid drop point in the Compound Layout for
the view.
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c. To verify that the container emphasis
n us create a printable PDF of the
k istoworking,
Compound Layout as it m
l a e in a dashboard. Click the Print this analysis
would appear
a n s
button (s lice
and select Printable PDF.
d. Verify thath anFiltersblview
the e is highlighted in the results of the PDF file.
n K ra
lm a s f e
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added to the bottom of the Compound Layout. Notice that the Graph view has also
been added to the Views pane.
s a
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b. Click the Edit View button fornthe k Graph
t o usin the Compound Layout to open the
view
a
m nseselect the Graph view in the Views pane and click
Graph Editor. You can lalternatively
s aThe
a n (
the Edit View button.
l i ce Layout.
difference is simply that in the first approach, you are editing
the view from
K
within
h collapse
a b lethe Layout pane.
the Compound
an sfeclick
c. If necessary, r
d. lm n
On the toolbar, Vertical to display the Graph Sub-Type drop-down list, and select
Sa Horizontal.
- t r a
non
b. The Legend drop-down list allows you to specify the location of the graph legend.
Leave this set to Default (Right).
c. The Zoom and Scroll options allow you to enable the use of zooming and scrolling in
graphs that support it. Select Enable for Horizontal Axis and Enable for Vertical
Axis.
d. The Listen to Master-Detail Events option determines whether the graph will act as a
detail participant in a master-detail relationship. You use this option in a later practice.
e. The Animate graph on Display option is selected by default. This option renders graphs
by using animation when they are displayed.
a
f. Check your work on the General tab:
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legend area. Leave the Background option defaulted to Transparent, and set the
border to the color red by using the Color Selector.
h. 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.
i. Check your work on the Style tab:
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6. Add a scale marker indicating underperforming
h a n@statese ttohyour graph on the Scale tab. Note
kmeasuring s in the case of this scale marker, and
udollars
when viewing this scale that you are
not other available measures inathe nanalysis.
t o
s almEditebutton
n se to open the Scale Markers dialog box. Scale
markers are a n
either
(
a. Click the Scale Markers
lines
c
orlishaded background ranges that are used to mark points
l
Kh inratheb graph.
and thresholds
e
n
a the Add febutton to add a new scale marker.
b. m
a l Click n s
Sc. Give
n - ra marker a Caption of Underperforming, set the Type to Range, and enter a
tthe
nolow value of 1 and a high value of 250000.
Tip: You can also reference a presentation variable, a measure column, or a SQL
query.
d. Leave the range color set to red.
e. Click OK.
7. 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.
s a
)h a
m
co uide
p
g r ou nt G
i m a- tude
f at is S
h a n@ e th
s
a nk to u
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a
f. Click OK to save n your e l ic and close the Graph Properties dialog box. Verify that
changes
Kh appear l
your changes
n
theatoolbar s e rab in tothemake
if fnecessary
Graph Editor. Click the Hide/Show Layout Pane button on
space to view the results of your work. Your results
a lm
shouldra n
look similar to the screenshot.
S n-t
no
s a
)h a
m
o countries.
d. Use the Increase and Decrease buttons to scroll throughc
u p the
u ide
- g ro nt G
e. Click the Play button to automatically scroll through the available states.
i m a tude
f. Click the Pause button to review a state that is of interest.
10. Add position formatting to your graph. Set the Revenuet
fa is Sto appear as green and the
bars
Variable Costs bars to appear as dark blue. @ th
a. Click the Edit Graph Propertieskbuttonh an to open
s e the Graph Properties dialog box.
n t o u
b. Click the Style tab.
l m a e
s
sa licforenthe Style and Conditional Formatting option.
c. Click the Format (button
d. On the Style n
haFormatting
l ebutton
tab of the Style and Conditional Formatting dialog box, click
the AddK
n ra b
New Position and select green as its color.
e. lm a
Add a second f e
s position and select dark blue as its color. Note that the position
a
S n-t r a n
relationships correspond to the positions of the measures in the Measures drop target
noin the Layout pane of the Graph Editor. The dialog box should appear as follows:
s a
)h a
m
o iadhigh
ccrossed e
11. Add conditional formatting to your graph to indicate countries that have
threshold for fixed costs. Build a condition to display Fixed Costs u p
as orangeG inuthe graph if
they exceed 150,000. - g ro nt
a. Click the Edit Graph Properties button to open t i m
the u de dialog box.
aGraphtProperties
b. Click the Style tab. @ fa is S
a
for thehStyle e th Formatting option to open the
n and Conditional
c. Click the Format button
Style and Conditional Formatting us
nkdialogtobox.
a
lm nstab. e
d. Click the Conditional
( s aFormatting
e
n
e. Click the 10- Variable
a l ic measure.
Costs
e
f. Click Add KhCondition l
ab Format and select 10- Variable Costs.
g. m a n
In the New s f e r
Condition dialog box, set the Operator to is greater than.
a l r a n
Sh. Enter n -t the value 150000.
o
i. n Click OK.
j. Select orange as the color for the conditional format.
s a
)h a
m
co uide
p
g r ou nt G
l. Click OK to close the Style and Conditional Formatting
i m a- dialog
t u e and then click OK to
dbox,
close the Graph Properties dialog box. t
fa is S
m. Select Australia in the slider.
a n @ th
h e
us turns orange to indicate that Australia
a nkCosts.
n. Verify that the Variable Costs bar
has more than 150,000 Variable
in the graph
t o
Your results should look similar to the
screenshot:
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5. Save the analysis as APAC Region Sales with Graph in the My Sales folder.
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s
2. Create a new Compound Layout. a nk to u
s alm Layout
a. Click the Create Compound e n sebutton .
n ( l ic Layout:3 does not inherit any properties from the
a
b. Notice that the e
new Compound
l
h Titleabview is added to the new Compound Layout, representing the
Knew
others. A
l
n
a Titlesview
default
m f er setting, which displays the saved name of the analysis.
Sa n-tran
no
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. Click the Delete Compound Layout button to delete the third Compound Layout.
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
Unauthorized reproduction or distribution prohibited Copyright 2015, Oracle and/or its affiliates
a
) has
c om ide
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s
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a n e l icin the graph to display the next level of the Product
h ab
3. Drill on the Total Products l bar
hierarchy.n K er
l m a s f
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no
4. Click the browser Back button to return to the top level in the hierarchy in the graph.
a
) has
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6. Click the browser Back button. a -g den
7. Save the analysis.
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s
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no
Goal
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.
Unauthorized reproduction or distribution prohibited Copyright 2015, Oracle and/or its affiliates
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
Note: If you add the Year column to your analysis to create the filter, delete it from the
analysis after creating the filter.
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.
s a
a
) hsetthe
m
3. Set the P4 Brand column as a table prompt to create a prompt for its values, and
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
g r othe nappear in blue as
a
Prompts drop target. The Table Prompts and Sections -drop targets
d e
you drag over them. Note that you can make the
f a tim tu by right-clicking the
same change
S
column header and selecting Move Column
a n e his
@ > To tPrompts.
n kh o us
l m a e t
s
n (sa licen
K ha able
l m an sfer
Sa n-tran
no
b. Verify the table prompt by selecting different brands and observing the results.
s a
d. Save the analysis in the My Sales folder as My Table View Table )Prompt h a and
o m
Sections.
u p c uide
Adding Totals - g ro nt G
1. Remove the table prompt and the section. i m a tude
t
faas a result Sof selections made in the
@
a. On the Criteria tab, remove any filters applied
h i s
t as follows:
k h anshouldseappear
table prompt during testing. Your filters
n t o u
a
( s alm ense
a n e l ic
b. Return to h Results
Kthe a l
b tab and click the Edit View button for the Table view.
c. In a
n r
e of the Table editor, drag the P4 Brand column from the Table
fpane
a lm the Layout
n s
S n-tra
Prompts to the Table drop target.
no
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) has
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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. a
c. In the T03 Per Name Qtr column, click the Totals button ) has
and select After to add
monthly subtotals.
c om ide
d. Your analysis should look similar to the following:
r o up t Gu
a -g den
f atim is Stu
h a n@ e th
s
a nk to u
( s alm ense
a n e l ic
Kh rab l
n fe
lmthea analysis
4. Click Done.
a n s
S n-tra in the My Sales folder as My Table View Totals.
5. Save
s a
)h a
m
co uide
p
g r ou nt G
i m a- tude
f at is S
k. Add another bin named Cameras Bin
h a n@ e th the following product types:
that includes
Camera, Cell Phones, Smart k o us
nPhones.
l. Select Create a bin forlm
a e t and name the bin Other Product Types
s
all other values
Bin.
n (sa licen
K ha able
l m an sfer
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no
m. Click the Column Formula tab and notice that the column formula is changed to a CASE
statement.
a
) has
c om ide
Practices for r o up t G7:u
Lesson
a -g den
Showing
f atim iResults
S tu with Pivot
a n @ th s
Tables
k h Chapter
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a n t o
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Practices Overview
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.
Unauthorized reproduction or distribution prohibited Copyright 2015, Oracle and/or its affiliates
a
) has
c om ide
r o up t Gu
a -g den
f atim is Stu
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s
a nk to u
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a n e l ic
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Goal
In this practice, you use the Pivot Table view to display results in Oracle Business Intelligence.
Scenario
Unauthorized reproduction or distribution prohibited Copyright 2015, Oracle and/or its affiliates
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
a
has
1. 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 om ide
r o up t Gu
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f atim is Stu
h a n@ includes
b. Click the Results tab. Because your analysis
e th a hierarchy, a pivot table
s
nk to u
appears by default in the compound layout.
a
( s alm ense
a n e l ic
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c. Click the Edit View button for the Pivot Table view to open the Pivot Table Editor.
s a
)h a
m
co uide
p
g r ou nt G
i m a- tude
f at is S
e. Drag T05 Per Name Year from Rows n to@ h Prompts drop target to create
the PivottTable
a prompt for the pivot table. h a s e
f. Click the Display Results a nk to display
button t o uthe results preview and drag the Layout
a l m s e
pane below the preview
n
g. In the Layout pane,(sdrag in
l
P1i
the
c en
editor.
Product to the Columns drop target. Make sure that P1
ProductKish
a ble Labels.
below Measure
a n f e ra
lm s
Sa n-tran
no
a
) has
c om ide
r o up t Gu
a -g den
f atim is Stu
h a n@ e th
a n k to us
i. Your results should look
a l e following:
msimilarntosthe
n (s lice
a
h able
K
l m an sfer
Sa n-tran
no
s a
)h a
m
co uide
p
g r ou nt G
i m a- tude
f at is S
h a n@ e th
s
a nk to u
( s alm ense
a n e l ic
d. Right-clickKhEMEA aand l
btheselect Sort > Sort Ascending to set an ascending sort on the
EMEAn region e r
a aresfrearranged
using single column on the row edge. Notice that the P1 Product
l m
columns n to match the column sort. Notice that the columns on the other
Sa edge - t r a
are re-sorted.
non
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.
s a
b. In the Layout pane, click the More Options button h a
for the 1- Revenue)measure.
c. Select Aggregation Rule > Average.
c m
o ide
up t Gu
r o
a -g den
f atim is Stu
h a n@ e th
s
a nk to u
( s alm ense
a n e l ic
Kh rab l
n
a lma ransfe
S n-t
no
s a
a
h the
)how
e. Experiment with some of the other available aggregation rules and notice
c m
o ide
value changes for total 1- Revenue.
uis pset tot Sum).
u
f. After you finish, reset the aggregation rule to Default (which r o G
5. Add green bar styling and formatting to the Pivot table toamake -g it more
d e nvisually appealing.
a. Click the Pivot Table View Properties button f atimonistheSeditors
tu toolbar. The Pivot
Table Properties dialog box appears. n@ th
h a e
b. Select the Enable alternate styling
n k option.
t o us
c. In the Alternate drop-down l a e All Columns.
m list, nselect
a s
d. If desired, click the
n (sSet alternate
l i ce format button to modify the formatting of the
a
alternatinghrows.
b le
K a
e. Click
l m anOK tosclosef er the Pivot Table Properties dialog box.
Sf.a Check t r n work. Your results should look similar to the following:
ayour
-
non
c. In the Insert Page Break drop-down list, select Innermost Column. Note that because
you have only one column breaking the sections up, there is no difference in selecting
Innermost and Outermost Column. Also note that when you have more than two
columns, you can determine the page break by selecting the column namefor
example, Time.T05 Per Name Year.
d. Select the Display Heading option to display the section heading.
e. Click OK to close the Section Properties dialog box.
f. Check your work. Your results should look similar to the following:
a
) has
c om ide
r o up t Gu
7. Show dollars as a percentage of the total for each section.
a -g den
a. In the Layout pane, click the More Options button
f a timfor 1-SRevenue.
tu
b. Select Duplicate Layer.
a n @ this
k h u se
a n t o
m
al ens e
n ( s l ic
a l e
n Kh rab
a lma ransfe
S n-t
no
c. 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.
d. In the Caption field, enter % Revenue.
e. Click OK.
a
g. has
Your results should look similar to the screenshot. % Revenue displays the percentage
)
c om ide
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
o up t Gu
37.2 percent of all the (Install, Bluetooth Adaptor, and 7 Megapixel Digital Camera)
r
sold together in that year. a -g den
f atim is Stu
h a n@ e th
s
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8. 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.
s a
)h a
m
co uide
p
g r ou nt G
i m a- tude
f at is S
f. Click OK.
h a n@ e th
s
a nk to u
a
g. Verify that the calculated
s e se in the results. There should be one calculated
lmitem isnincluded
n (
item for 1- Revenue and one
l icsugar
for % Revenue. The results show combined revenue and
percentages a
h ab
for l
powdered e and white sugar only. For example, in Year 2008,
n
combinedK sales r
of 7 Megapixel Digital Camera and Bluetooth Adaptor in the EMEA
lm a
region was s f e
708,295, which is 34.4% of all the (Install, 7 Megapixel Digital Camera, and
a
S n-t r a
Bluetooth
nAdaptor) sold together in that year.
no
h. Click Done.
i. Save the analysis as My Pivot Table in the My Sales folder.
Goal
In this practice, you display running sums in a Pivot table.
Scenario
Unauthorized reproduction or distribution prohibited Copyright 2015, Oracle and/or its affiliates
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. s a
)h
1. Use the A Sample Sales subject area to create the following analysis and associated
a
filters. m
co uide
p
g r ou nt G
i m a- tude
f t
apane S
@
Note: Use the Create a Filter button in the Filters
t h i
to sselect the T05 Per Name Year
h
column from the A Sample Sales subject
k anarea for
s e your filter, so that it is not added to the
selected columns for the analysis.n
t o u
a
s a lm month
2. Create a CASE formula to display
e n senames in the second month column.
(
a. Click the MorenOptions button
l ic for second T02 Per Name Month column and select
a l e
Kh editor,
Edit Formula.
nformula rabselect Time.T02 Per Name Month and remove the text.
b. In a
l
the
m ans f e
a
Sc. Click- r Insert Function button
tthe .
n o n
s a
a
)h
m
co uide
p
r
e. Select the text request_condition1, and then select Column
g ou> T02
n t G Name Month.
Per
-
a tude
t i m
@ fa is S
a n e th
h s
a nk to u
( s alm ense
a n e l ic
Kh rab l
n
a lma ransfe
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a
) has
c om ide
g. Select the text expr1, and replace it with January. ro
up t Gu
a -g den
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h a n@ e th
s
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a n e l ic
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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.
i. Select Custom Headings, and enter Month Name for the Column Heading.
j. Compare your results screenshot below:
a
) has
c om ide
r o up t Gu
a -g den
f atim is Stu
h a n@ e th
s
a nk to u
( s alm ense
a n e l ic
Kh rab l
n
a lma ransfe
S n-t
no
s a
) h a
b. Click the New View button and select Pivot Table.
c m
o ide
c. Click the Edit View button for the Pivot Table view to open the
upPivottTable
u Editor.
r o G
d. For consistency, because you just hid the T02 Per Name
a -g Month
d e n on the Criteria
column
tim Another
tab, click its More Options button and select Hidden.
drag the column to the Excluded drop point.fa S tu approach would be to
a n @ After.this
e. Click the Totals button for Rows and
k h select
u se
a n t o
m
al ens e
n ( s l ic
a l e
n Kh rab
a lma ransfe
S n-t
o
f. n Check your results:
d. Click OK.
e. Click the More Options button for Running Sum Revenue and select Display as
Running Sum.
s a
)h a
m
co uide
p
g r ou nt G
i m a- tude
f at is S
h a n@ e th
s
a nk to u
s alm e n se column now displays a running sum for revenue
f. Notice that the Running
n ( Sum
l ic through December of 2008, calculating a sum for the
Revenue
for each month a
h athefrom e
January
l
b ones preceding it in the analysis. For example, the running sum
current
n K
month and r
a f e
for Januarysis the same as the basic total for January, whereas the running sum for
lm
a
S February
- t r anis the total for January and February, and so on.
non
s a
)h a
m
co uide
p
g r ou nt G
- columns
anew de caption to Running
c. Duplicate the % Revenue measure and changeithe
t m t u
Sum % Revenue.
@ fa is S
a
d. Click the More Options button for the th % Revenue column and select
nRunningeSum
h
kRunning us % Revenue column now displays a
Display as Running Sum. The
a n t o Sum
a l m through
running sum for percentages
n s e each month in the analysis.
n (s lice
a
h able
K
l m an sfer
Sa n-tran
no
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.
a
) has
c om ide
r o up t Gu
a -g den
f atim is Stu
h a n@ e th
s
a nk to u
( s alm ense
a n e l ic
Kh rab l
n
a lma ransfe
S n-t
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a
) has
c om ide
Practices for r o up t G8:u
Lesson
a -g den
Working
f atim with
is S u
tAdditional
Views
n @ inthAnalyses
a
kh Chapter e
n t o us 8
a
( s alm ense
a n e l ic
Kh rab l
n
a lma ransfe
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no
Practices Overview
In these practices, you will explore and work with a variety of views in your analyses.
Unauthorized reproduction or distribution prohibited Copyright 2015, Oracle and/or its affiliates
a
) has
c om ide
r o up t Gu
a -g den
f atim is Stu
h a n@ e th
s
a nk to u
( s alm ense
a n e l ic
Kh rab l
n
a lma ransfe
S n-t
no
Goal
In this practice, you create a Simple Trellis view and an Advanced Trellis view.
Scenario
Unauthorized reproduction or distribution prohibited Copyright 2015, Oracle and/or its affiliates
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
h a n@ e th
s
a nk to u
( s alm ense
a n e l ic
Kh rab l
n
a lma ransfe
S n-t
b.noClick Results.
a
) has
c om ide
r o up t Gu
a -g den
f atim is Stu
h a n@ e th
s
a nk to u
d. Remove the Table view e
almfromethensCompound Layout.
n
2. Edit the Trellis view. ( s l ic
a
h button
a. Click theKEdit l e
bfor the Trellis view to open the Layout editor.
b. In a n
the Layout
r a
e drag T05 Per Name Year from the Color By drop target to the
fpane,
a lmColumns n s
a target and observe the change in the right pane.
drop
Sc. Drag - t r
n on 4-Paid Amount from the Color By target to the Group By target.
d. Drag C50 Region from the Columns target to the Color By target.
s a
)h a
m
co uide
p
g r ou nt G
i m a- tude
f at is S
h an@
Notice that the Trellis chart enables you to compare
e th product types by region across
time using the same scale (paidkamount).
n t o us
a
( s alm ense
a n e l ic
Kh rab l
n
a lma ransfe
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no
s a
)h a
m
co uide
p
g r ou nt G
i m a- tude
f at is S
h a n@ e th
s
a nk to u
( s alm ense
a n e l ic
h over l
b. Hold theKcursor
a n
about f
the data. e raba bar in any of the microcharts to see a tool tip with information
a lm a n s
c. r
S then-Visualization
t you can
Notice that change the microchart type by using the View as drop-down list in
n o section. Leave the view set to Vertical Bar.
d. Drag 4-Paid Amount and 8-Booked Amount from Group By to Color By.
s a
a
)h
m
co uide
p
g r ou nt G
i m a- tude
f at is S
h a n@ e th
f. k tolayout
Click Done to return to the compound
n usview.
g. Save the analysis as My l a
mSimple eTrellis View in the My Sales folder.
a n s
4. Move years to prompts.
n (s lice
a
h toathe
a. Hold the cursor b leleft of the 2009 column until the T05 Per Name Year handle is
K
l m an and
displayed
s f ether cursor changes to the drag icon.
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.
s a
a
)h
m
co uide
p
g r ou nt G
i m a- tude
f at is S
h a n@ e th
s
nk to u
c. Close the separate browser window.
6. Save your analysis. a
( s alm ense
Creating an Advanced
a n e ic
Trellis lView
h Sales l
1. Use the A K
a n
and filters:
Sample
f e rab subject area to create a new analysis with the following columns
a
Products.P1
s
lm ranProduct
SCust Regions.C50
n -t Region
o
n Calculations.17-Net Costs
Simple
Simple Calculations.20 Actual Unit Price
g. Open the Column Properties dialog box for the Unit Price column and click the Data
Format tab.
h. Select Override Default Data Format.
i. Change the data format to Currency. Display the dollar sign ($) and 2 decimal places.
s a
)h a
m
co uide
p
g r ou nt G
i m a- tude
f at is S
h a n@ e th
s
a nk to u
s a e n se dialog box.
lm Properties
j. Click OK to close the Column
3. Click Results.
n ( l ic
4. Click the New a
h button l e
b and select Trellis > Advanced to add an Advanced Trellis view
n KView r a
lmatherTable
to the compound
s e
layout.
fview
a
5. Delete
Sscreenshot.
t a n from the Compound Layout. Your results should look similar to the
-
non
s a
)h a
m
co uide
p
b. In the View as drop-down list, select Spark Line. g r ou nt G
c. In the Subject Areas pane, expand Time. i m a- tude
f t in theS Visualization section. Notice
atarget
d. Drag T02 Per Name Month to the Lines drop
a n @ this which shows a line graph of
that Net Costs data is now represented
costs by month. k h u se
by a microchart,
a n t o
m
al ens e
n ( s l ic
a l e
n Kh rab
a lma ransfe
S n-t
no
e. In the Visualization section, use the scroll arrows to select Unit Price.
f. Notice that Month is displayed in the Bars area, but is unchecked.
g. In the View as drop-down list, select Numbers.
h. Notice that Unit Price data is now represented as a number in the chart.
a
) has
c om ide
r o up t Gu
a -g den
f atim is Stu
h a n@ e th
s
a nk to u
( s alm ense
a n e l ic
h ab
Kreturn l
a n
9. Click Done to
f e rto the Compound Layout.
s
lm ran as My Advanced Trellis View in /My Folders/My Sales.
Sa nthe-tanalysis
10. Save
no
s a
)h a
m
co uide
p
g r ou nt G
i m a-data.
b. Hover over the microcharts to view tool tips about the
t u d e that the tip shows
Notice
h a n@ e th
s
a nk to u
( s alm ense
a n e l ic
Kh rab l
n
a lma ransfe
S n-t
no
a
) h as
d. Close the preview browser window.
c om ide
r o up t Gu
a -g den
f atim is Stu
h a n@ e th
s
a nk to u
( s alm ense
a n e l ic
Kh rab l
n
a lma ransfe
S n-t
no
Goal
In this practice, you add a column selector to an analysis.
Scenario
Unauthorized reproduction or distribution prohibited Copyright 2015, Oracle and/or its affiliates
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: s a
Cust Regions. C52 Country Name )h a
Base Facts.1-Revenue m
co uide
Base Facts.2-Billed Quantity p
Simple Calculations.17 Net Costs g r ou nt G
i m a- tude
f at is S
h a n@ e th
and a Table view, becauseayounkused an
b. Click Results. By default, the results
t o usin a Compound Layout with a Title view
appear
attribute column in your selected columns for
the analysis.
( s alm ense
2. Add a Column Selector
a n view. lic
h abbutton
a. Click theKNew View
le either in the Views pane or on the toolbar and select Other
l an > Column
Views
m s f er Selector to add the Column Selector view to the Compound Layout.
Sb.a The - t r an Selector view is added under the Table view. Click the Edit View button
Column
n ofornthe Column Selector view.
c. In Column 1 (C52 Country Name), select the Include Selector option.
s a
)h a
m
co uide
p
g r ou nt G
i m a- tude
f at is S
h a n@ e th
t o us list to verify that the columns appear as
nk drop-down
a
e. Click the preview Column Selector
selected.
( s alm ense
a n e l ic
Kh rab l
n
a lma ransfe
S n-t
no
f. Click Done to return to the Compound Layout.
s a
)h a .
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 p notice that
view is updated with new results. g r ou nt G
i m a- tude
f at is S
h a n@ e th
s
a nk to u
( s alm ense
a n e l ic
Kh rab l
n
a lma ransfe
S n-t
b. oSelect 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.
Goal
In this practice, you add a variety of views to results.
Scenario
Unauthorized reproduction or distribution prohibited Copyright 2015, Oracle and/or its affiliates
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
s a
)h a
m
co uide
p
g r ou nt G
i m a- tude
Notice that the administrator of the metadataa
f t
repository Sthatsetdrilling
has up the hierarchy to drill
directly from the Sales Person to Customers.
n @ Also i s
th has made. Thisonis the
notice Customer
results in the analysis of the orders
k a
hpath. us
that the e
customer an example of
a cross-dimensional hierarchy
an e to In the Views pane, select the Filters view and
drill
f. Delete the Filters viewlm
s
click the Remove(View c ns button.
from the analysis.
a fromeAnalysis
h an ble li
a n K fera
a lm rans
S n-t
n o
g. Click the Criteria tab. Notice that columns and filters have been automatically added to
the original analysis.
a
) has
c om ide
r o up t Gu
a -g den
f a tim Stu
b. Click the Results tab.
a n @ this
k h u se
a n t o
m
al ens e
n ( s l ic
a l e
n Kh rab
a lma ransfe
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) has
c om ide
r o up t Gu
a -g den
f atim is Stu
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s
a nk to u
( s alm ense
a n e l ic
Khto return
g. Click Done
a l
bto the Compound Layout.
n r
a lma ransfe
S n-t
no
s a
)h a
m
co uide
p
g r ou nt G
i m a- tude
f at is S
h a n@ e th
s
a nk to u
alm the
4. Add a Narrative view tosdescribe
e n se
analysis.
n ( l ic View button and select Other Views > Narrative.
a. On the toolbar,a click the New
l e
KhNarrative
b. Select the
n rabview in the Views pane and click the Edit View button.
c. lm
a f e
sfield of the Narrative Editor, enter This report shows sales by
a
S sales r a n
In the Prefix
a
) has
c om ide
o p Gu
uresults.
l. Click Done to return to the Compound Layout and check ryour
a -g dent
f atim is Stu
h a n@ e th
s
a nk to u
( s alm ense
a n e l ic
Kh rab l
n
a lma ransfe
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no
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.
s a
)h a
m
coLayout.
f. Accept all other defaults and click Done to return to the Compound u p u ide
- g ro nt G
i m a tude
t
fa is S
a n @ th
h
k to us e
a n
6. Add a Logical SQL view. This
a l m n s eincluded
view is useful for administrators and developers for
debugging purposes, and
n ( s lice
is usually not in results for typical users.
K ha click
a. On the toolbar,
b
the
l e New View button and select Other Views > Logical SQL >
era SQL view was added to the Compound Layout and that the logical
Standard.
b. lm anthat aslogical
Verify f
Sa SQL t r
for
n query appears.
athe
-
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 to
add it to the Views Included list.
Copyright 2015, Oracle and/or its affiliates. All rights reserved.
a
) has
c om ide
r o up t Gu
a -g den
f atim is Stu
h a n@ e th
s
a nk to u
( s alm ense
a n e l ic
Kh rab l
n
a lma ransfe
S n-t
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i. Click Done.
j. 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.
s a
)h a
m
co uide
p
g r ou nt G
i m a- tude
f at is S
h a n@ e th
s
a nk to u
( s alm ense
a n e l ic
l
piehGraph layout.
rabselect Graph: Pie and click the Edit View button to display the
3. Change the K
a. In a n e
the Views fpane,
a lm
Layout a n s
pane.
Sb. Drag
n r
-tC51 Area from Graph Prompts to Slices.
n o
c. Drag C50 Region from Slices to Graph Prompts.
s a
)h a
m
co uide
p
g r ou nt G
i m a- tude
f at is S
h a n@ e th
s
a nk to u
Adding a Selection StepsaView
s lm nse
1. In the toolbar, select
a n (
New View l i c>eSelection Steps to add a Selection Steps view. Notice
K
that initially thehSelection
a b le view shows Analysis contains no Selection Steps.
Steps
2. Drag theanSelection f r view to the top of the Compound Layout and drop it to the right of
eSteps
l m an
a Table-trview.
the
s
S n
3. Addoselection steps.
n
a. Under the Compound Layout, display the Selection Steps pane.
b. In the Selection Steps pane, for Cust Regions C51 Area, click Then, New Step >
Apply a Condition.
c. In the Condition Type drop-down list, under Match, select All X values where Y =
values.
d. In the Action list, select Keep Only.
e. In the Column list, select Cust Regions.C52 Country Name.
f. Leave Operator set to is equal to.
g. In the Value list, select Afghanistan, Australia, Belgium, Canada, and Chile.
a
i. Click OK. ) has
om andidthe
j. Notice that all of the relevant views are updated with the selectioncsteps,
e
Selection Steps view allows you to keep track of the steps. up u
r o t G
a -g den
f atim is Stu
h a n@ e th
s
a nk to u
( s alm ense
a n e l ic
Kh rab l
n
a lma ransfe
S n-t
no
Goal
In this practice, you create an analysis and display the results in performance tiles.
Scenario
Unauthorized reproduction or distribution prohibited Copyright 2015, Oracle and/or its affiliates
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:
a
has
Base Facts.1-Revenue
Base Facts.2-Billed Quantity
)
Simple Calculations.17 Net Costs
c om ide
Simple Calculations. 36 Profit Ratio
r o up t Gu
a -g den
f atim is Stu
2. Create custom headings for the measures.n@ th
h a e
s button and select Column
a. For the 1-Revenue column, click
Properties. a nkthe More
t o uOptions
s
b. Click the Column(Formatalmtab.ense
c. Select Custom a n e l
Headings. ic
Ktheh column l
d. Change
a n f e rabthe heading to Revenue.
e.alm n
Repeat these
a s steps for the remaining columns, adding the following headings:
S Original
n r
-t Heading Custom Heading
o
n 2-Billed Quantity Units
17 Net Costs Net Costs
36 Profit Ratio Profit %
g. Click OK.
4. Click the Results tab and verify the percent formatting for Profit %.
s a
a
)h
m
co uide
p
g r ou nt G
5. Add four Performance Tile views:
i m a- tude
a. In the toolbar, select New View > Performance f at Tile.is S
b. Repeat the first step to create a totalaof
@ Performance
nfour th Tile views.
h e
s data for Revenue, the first measure
c. Notice that all four Performance
a nkTile views
t o udisplay
column in the analysis.lm
a You must n e each Performance Tile view to display data for
sedit
( s
one of the four measures.
n l e
ic to appear side by side, in a single row.
a l e
n Kh rab
6. Drag the Performance Tile views
a lma ransfe
S n-t
no
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.
s a
)h a
m
co uide
p
g r ou nt G
i m a- tude
f at is S
e. Click Done to return to the CompoundnLayout.
a @ th
k
9. Create a performance tile for Net Costs. h u se
a n t oTile:3 and click the Edit View button.
a. In the Views pane, select m e
Performance
l NetnCosts.
aselect s
(
b. In the Measure field, s c e
li list, click the Format Measure button to display the
an bdrop-down
c. Next to thehMeasure l e
Edit n K dialog
Format rabox.
d. lm
a s f e
t r a n background color to light blue.
Set the cell
Se.a Click
- OK.
non
s a
a
)h
m
co uide
p
g r ou nt G
i m a- tude
f at is S
h a n@ e th
d. Next to the Measure drop-downk
n list, click
t o usFormat Measure button to open the Edit
the
Format dialog box. a
m enter e and then click OK.
e. In the Font section,
( s alSize,
for e n s20,
f. Click Done toa n
return to e l
the icCompound Layout.
h ab l
11. Remove ntheK r from the Compound Layout.
Table view
lm a s f e
Sa n-tran
no
a
) has
c om ide
r o up t Gu
a -g den
f atim is Stu
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s
a nk to u
( s alm ense
a n e l ic
Kh rab l
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a lma ransfe
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no
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.
Unauthorized reproduction or distribution prohibited Copyright 2015, Oracle and/or its affiliates
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
a
has
1. Set a view as the master view.
)
a. Locate the APAC Region Sales with Graph analysis and click Edit to open the
analysis in the Analysis Editor. c om ide
b. Click the Criteria tab.
r o up t Gu
a -g den
c. In the Selected Columns pane, for the C52 Country Name column, click the More
atim is Stu
Options button and select Column Properties.
f
d. Click the Interaction tab.
h a n@ e th
s
nk to u
e. In the Value section, define the column values primary interaction as Send Master-
a
Detail Events. A master view drives data changes in one or more detail views. Any
( s alm ense
view you add that includes the master column can be used as a master view. Any type
a e l ic
of column can be set up as a master column, but the column must appear in the body
n
Kh rab l
of the master view. It cannot appear on the page edge or in a section slider.
n
lma ransfe
f. In the Specify Channel field, enter Country as the master channel. The master
a
S n-tchannel can be any value you want, but the channel and any reference to it must
match exactly, including case. The Interaction tab should appear as follows:
no
s a
)h a
m
co uide
p
g r ou nt G
i m a- tude
f at is S
h a n@ e th
s
a nk to u
g. Click OK to close the s e n se dialog box.
lm Properties
aGraph
n ( l ic Editor and return to the Compound Layout.
h. Click Done to a close the Graph
l e
Kh ralinking.
3. Test the master-detail
n b
a. lm
a
Note the n f e
s location of the State slider in the Graph view.
current
a
Sb. Click r a
-tIndia in the Table view. Recall that you set C52 Country Name as the master
n o n
column.
s a
a
)h
m
co uide
p
g r ou nt G
d. Experiment with the master-detail linking, and then
i m a- thetuanalysis
save de as APAC Region
Sales with Graph Linked. t
fa is S
a n @ th
h s e
a nk to u
( s alm ense
a n e l ic
Kh rab l
n
a lma ransfe
S n-t
no
a
) has
c om ide
r o up t Gu
a -g den
f atim is Stu
h a n@ e th
s
a nk to u
( s alm ense
a n e l ic
Kh rab l
n
a lma ransfe
S n-t
no
s a
a
)h
m
co uide
p
u t G9:
Practices for g r oLessonn
a - d e
atim is Data:
Visualizing
f Stu Gauges and
h a nMaps
@ th
e
k u s
a n o 9
Chapter
t
m
al ens e
n ( s l ic
a l e
n Kh rab
a lma ransfe
S n-t
no
Practices Overview
In these practices, you work with Gauge and Map views.
Unauthorized reproduction or distribution prohibited Copyright 2015, Oracle and/or its affiliates
a
) has
c om ide
r o up t Gu
a -g den
f atim is Stu
h a n@ e th
s
a nk to u
( s alm ense
a n e l ic
Kh rab l
n
a lma ransfe
S n-t
no
Goal
In this practice, you use the Gauge view to show results as gauges.
Scenario
Unauthorized reproduction or distribution prohibited Copyright 2015, Oracle and/or its affiliates
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. Add a Gauge view to the Compound Layout.
s
a. If necessary, start Oracle Business Intelligence Presentation Services and sign in.
a
)h a
b. Create the following new analysis and associated filters by using the A Sample Sales
subject area:
m
co uide
p
g r ou nt G
i m a- tude
f at is S
Note: If you add the Date columnh
n@ e thto create the filter, delete it from the
toayour analysis
s
nk to u
analysis after creating the filter.
a
c. Click the Results tab.
( s alm ense
a n e l ic
Kh rab l
n
a lma ransfe
S n-t
no
s a
e. Click the Edit View button for the Gauge view.
) h a
f. In the Gauge Editor, click the Style button on the toolbar and
c m e
o selectidDial.
up pane u
g. Click the Show/Hide Settings Pane button to hide theo
r Settings
t G
h. In the Size drop-down list, select Small. a -g den
f atim is Stu
h a n@ e th
s
a nk to u
( s alm ense
n
i. In the Layout pane,
a e ic 1- Revenue is set as the measure in the Measures drop
verifylthat
point. Kh l
a n f e rab
a lm rans
S n-t
no
j. Drag the 2- Billed Quantity measure from the Excluded drop point to the Measures
drop point.
e. Use the gauge and canvas colors and borders settings to format the gauge as you
Unauthorized reproduction or distribution prohibited Copyright 2015, Oracle and/or its affiliates
want.
f. On the Titles and Labels tab, deselect Use measure name as graph title and set
Gauge Set Title to Q208 Revenue Billed Quantity.
g. On the General tab, set the Gauges per row to 4.
h. Click OK. Your result should look similar to the following. There is a gauge for each
customer, and the purple line shows 1- Revenue, whereas the blue line shows 2- Billed
Quantity. The colors indicate the gauge ranges.
s a
)h a
m
co uide
p
g r ou nt G
i m a- tude
3. Modify the gauge ranges. f at is S
a. Click the Show/Hide Settings Pane h a n@ th
button seto show the Settings pane.
b. By default, the gauge ranges a nforkthe Dial
t o u
Gauge are set to show percentage of total.
Currently, the Dial Gauge
s a lmdisplays
e n sethree percentage ranges. Click the Add
Thresholds button
n ( ic a fourth range. Keep its default color.
to add
l
a l e
n Khresults.
c. Check your
r a bThechanged
Dial Gauges now display four percentage ranges and the
l m a
legend captions
s f e so that theyto represent
have reflect the new ranges. Notice that the ranges are
Sa n-tran
dynamically updated equal percentages.
no
d. Click Done.
e. Delete the Table view.
f. Save the analysis as My Gauge Views in the My Sales folder.
Goal
In this practice, you use the Map view to show results as binned percentiles of a measure for
states on a map.
Unauthorized reproduction or distribution prohibited Copyright 2015, Oracle and/or its affiliates
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
a
has
1. Add a Map view to the Compound Layout.
)
a. Use the A Sample Sales subject area to create the following new analysis:
c om ide
r o up t Gu
b. Click the Results tab. a -g den
f atim is Stu
h a n@ e th
s
a nk to u
( s alm ense
a n e l ic
Kh rab l
n
a lma ransfe
S n-t
no
s a
)h a
m
co uide
p
g r ou nt G
i m a- tude
f at is S
h a n@are ebinnedth by quartiles for the 1- Revenue
d. Notice that, by default, the BI Data Layers
k shades
nas t o uofsgray for use in the map.
a
measure and are distinguished
( s alm ense
a n e l ic
Kh rab l
n
a lma ransfe
S n-t
no
s a
)h a
m
co uide
p
g r ou nt G
i m a- tude
f at is S
h a n@ e th
s
a nk to u
alm e
f. The layer has beensmapped as
to n
e
number of zoom layers, so that the state formats are
available as youn ( icthe map of the United States. Click the Edit View button
zoom in lon
a l e
n KhMap view
for the
r a bto open the Map Editor.
Onathe toolbar,
g. lm
n s feclick the Map Properties button to open the Map Properties dialog
a
S box. - ra have properties similar to other views, particularly Graph views. Explore the
tMaps
n o n
properties in the various tabs, including the Canvas Size options.
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.
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.
2. 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. a
c.
has
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.
d. c om ide
Notice that the Vary Color By drop-down list includes measures in your analysis that
o up t Gu
you can select to vary color by. Because you have only one measure, 1- Revenue, in
r
-g den
your analysis, leave this set as the value.
a
f atim is Stu
h a n@ e th
s
a nk to u
( s alm ense
a n e l ic
Kh rab l
n
a lma ransfe
S n-t
no
a
) has
c om ide
r o up t Gu
a -g den
f atim is Stu
h a n@ e th
s
a nk to u
( s alm ense
a n e l ic
Kh rab l
n
a lma ransfe
S n-t
no
f. 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.
g. 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.
h. 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.
i. You can change the transparency to lighten or darken the color shading.
a
) has
c om ide
r o up t Gu
a -g den
f atim is Stu
h a n@ e th
s
a nk to u
( s alm ense
a n e l ic
Kh rab l
n
a lma ransfe
Sk. Click
n -tOK and verify your changes.
o
l. n Use the slider to change the thresholds and experiment with your results.
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.
3. 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. Click the Zoom In button .
d. Click and drag to use the marquee zoom. You can draw a box that delineates the area
in which you want to zoom.
e. Save the analysis as My Map View.
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.
Unauthorized reproduction or distribution prohibited Copyright 2015, Oracle and/or its affiliates
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.
s a
Editing Map Layers a
) h click
1. In the Global Header, click Administration, and then under Map Data Management, m
co uide
Manage Map Data.
p
2. On the Layers tab, select the OBIEE_STATE2 layer and clickrthe
g ouEditnLayers
t G button .
-
a tudeNote that this change
t i m
3. In the Name field, change the layer name to OBIEE_STATE_LINES.
provides a more descriptive name for users but does
points to the original layer name as definednin @ the datath
s S the layer location, which still
fa notsource.
iaffect
4. Add a mapping to a column in the Oracle k haBI EEurepository:
se
a n t o
a. Click the BI Key Columns
a l m button
n s e and select A Sample Sales for the Subject
n ( s l e
c Key Columns dialog box.
Area to display the Select iBI
a
h ab
b. In the Available pane,l e
expand Customers > Cust Regions, and select C54 State
K
l m an sfer
Code.
Sa n-tran
no
s a
)h a
m
co uide
p
g r ou nt G
i m a- tude
d. Click OK to return to the Edit Layer dialog box.f atIn casei s aSDuplicate Layer Key dialog
@ t h
hantheudata
box pops up, click OK.
5. The data in the BI Key column mustk match sein the Layer Key column. In the BI Key
column, under C54 State Code, a nclick Sample
t o Data to view sample data for the BI Key
m
al ens e
Column.
n ( s l ic data displays WV, but if we select the Layer Key as
6. Notice that the BIaKey column
e sample
STATE_NAME Khand click l
abSample Data, it displays MORELOS. The data in the columns
a
does not n f
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lm
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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
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Adding a Layer to a Background Map a - d e
1. Click the Background Maps tab.
f atim is Stu
2. Select the OBIEE_WORLD_MAP background
h a n@map,eand thclick the Edit Background Map
button k tMap
to display the Edit Background s box.
udialog
3. Under Interactive BI Layerslm a n o
and FeatureeLayers, OBIEE_STATE_LINES layer is already
( s
present. In case it is not, a e
then click
c ns Layers icon and add the OBIEE_STATE_LINES.
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6. Click OK to return to the Manage Map Data screen.
r o up t Gu
Creating the Analysis a -g den
m withSthe
atiarea tu following columns:
1. Create an analysis for the A Sample Sales subject f
@ this
Cust Regions.C54 State Code a n
k h u se
Base Facts.1- Revenue
a n t o
Base Facts.2- Billed a l m
Quantity
ns e
( s c e
h an ble li
n K ra
2. Addm a s
l the following e to the analysis:
ffilters
a
S T05 n
traName Year is equal to / is in 2009 AND
n - Per
no T02 Per Name Month is equal to / is in January
s a
4. Remove the table view from the Compound Layout, leaving only the Title view. )h a
m
co Layout.
5. In the toolbar, select New View > Map to add a map view to the Compound
u p u ide
Editing the Map View to Display Lines
- g ro nt G
1. For the map view, click the Edit View button to openim theamap view u e
deditor.
t t
S background map.
2. In the toolbar, verify that OBIEE_WORLD_MAP fisathe selected i s
@
an se t h
k h u
a n t o
3. Edit the map format for state
s almlines, e n se thebylinethecolor
where is determined by the 1- Revenue
n (
column, and the line thickness
l iis
c determined 2- Billed Quantity column:
a
a. Place yourhcursor over
b lethe 1- Revenue (Line Scheme) format and click the Edit button.
K a
l m an sfer
Sa n-tran
no
b. In the Vary Color By drop-down list, select 2- Billed Quantity. Notice that the Name
and ToolTips fields are automatically updated to reflect your new selection. Change it
back to 1- Revenue column.
c. In the Bin Type drop-down list, select Continuous Binning to display the percentages
along a color continuum.
d. In the Style drop-down list, select the first style.
s a
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p
g r ou nt G
f. Click OK to accept the remaining default optionsm
- todthe
areturn
and e map view editor.
t i t u
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5. Adjust the map canvas size and setk
n the initial
t o us view.
map
a
a
a. In the toolbar, click the
s lMap
e n se button to display the Map Properties
m Properties
dialog box. n ( l ic
a l e
n Kh Size
b. In the Canvas
r a bdrop-down list, select Custom.
lma r800
c. Enter
n feWidth and 400 for Height.
for
s
a
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7. Save the analysis to the MySales folder as Map with State
d e n
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Practices for r o up t G10:
Lesson
u
a -g den
atim is Sand
Scorecards
f tu Key
h a nPerformance
@ th
e
Indicators
nk Chapter
t o us 10
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Practices for r o up t G11:
Lesson
u
a -g den
atim is Results
Measuring
f Stu with
h a nScorecards
@ th and KPIs
e
k u s
a n o 11
Chapter
t
m
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n ( s l ic
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Practices for Lesson 11: Measuring Results with Scorecards and KPIs
Chapter 11 - Page 1
Practices for Lesson 11: Overview
Practices Overview
In these practices, you will create KPIs and a scorecard for the A Sample Sales subject area.
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 2
Practice 11-1: Measuring Results with KPIs
Goal
In this practice, you create a number of KPIs from the A Sample Sales subject area.
Scenario
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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.
a
Fixed Costs: Compare current fixed costs to prior period fixed costs. The KPI status is
s
based on the percent variance between these two values. a
)h
% Early Shipped: Compare the calculated measure Early Shipped Pct to them
co uide
p
companys target of 33 percent. The KPI status is based on calculated percentages of
the target value.
g r ou nt G
i m a- tude
Customer by Sales Rep: Compare the number of customers by sales rep to the
at is S
company target of 40. The KPI status is based on calculated percentages of prior
f
period customer by sales rep values.
h a n@ e th
s
a nk to u
Creating a KPI for Revenue
( s alm ense
1. In the Global header,
a n l
click New,
e icand select KPI.
2. In the SelectK h Area
Subject l
ab pop-up, select A Sample Sales.
a n f e r
a lm
3. Define s properties:
the general
a n
S n-t
a. In therActual Value drop-down list, select Facts > Base Facts > 1-Revenue.
b.no In the Target Value drop-down list, select Facts > Base Facts > 5-Target Revenue.
c. Select Enable trending.
d. In the Compare to prior drop-down list, select Time > T03 Per Name Qtr.
Practices for Lesson 11: Measuring Results with Scorecards and KPIs
Chapter 11 - Page 3
e. In the Tolerance drop-down list, select Change.
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a
) has
c om ide
r o up t Gu
a -g den
f atim is Stu
h a n@ e th
s
a nk to u
f. Click Next. ( s alm ense
a n e l icKPI:
Kh button
4. Define the dimensionality l
of the
a. Clicknthe Add e
a f rabto display the Add Dimension dialog box.
b.alm
Select a n s > Products Hierarchy to add the product hierarchy.
Products
Sc. Click
n r
-tOK.
o
d.n Leave the Value set to <is prompted>.
Practices for Lesson 11: Measuring Results with Scorecards and KPIs
Chapter 11 - Page 4
e. Repeat these steps to add Offices > Office Regions > D50 Region and Time > T03
Per Name Qtr.
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a
) has
c om ide
r o up t Gu
a -g den
f atim is Stu
h a n@ e th
s
f. Click Next. a nk to u
( s alm ense
5. Define the KPI goal and thresholds:
a. Verify that High
a n l
Values are
e icDesirable is selected in the Goal drop-down list.
Kh Advanced l
b. Select Show
a n f e rab Properties to display the Score column.
c. lm
a n s click the Options button and select Use percent of target.
Next to Score,
a
S n-t r
no
Practices for Lesson 11: Measuring Results with Scorecards and KPIs
Chapter 11 - Page 5
7. The Custom Attributes page is where you can add custom calculations for the KPI. For this
practice, you are not adding any custom attributes.
8. Save the KPI:
c. Click the New Folder button and add a folder called KPIs.
d. Save the KPI to the My Sales\KPIs folder as Revenue KPI.
9. In the Global header, select Open > Revenue KPI to view the KPI.
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Practices for Lesson 11: Measuring Results with Scorecards and KPIs
Chapter 11 - Page 6
d. In the Compare to prior drop-down list, select Time > T02 Per Name Month.
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a
) has
c om ide
r o up t Gu
a -g den
f atim is Stu
h a n@ e th
a n k to us
alm ense
e. Click Next.
n ( s l ic
a l e
n Kh rab
a lma ransfe
S n-t
no
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
Time > T03 Per Name Qtr
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s a
)h a
m
co uide
p
g r ou nt G
i m a- tude
f at is S
h a n@ e th
s
a nk to u
( s alm ense
a n e l ic
Khdefault
5. You will use the
a l
bsettings for thresholds and states, and you do not have any related
n
a or custom
documents
r
fe attributes to define. Click the Save KPI as button .
a l m n s
n - ra in the My Sales/KPIs folder as Unit Price.
6. SSave the tKPI
no
Practices for Lesson 11: Measuring Results with Scorecards and KPIs
Chapter 11 - Page 8
7. In the Global header, select Open > Unit Price to view the KPI.
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a
) has
c om ide
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a -g den
f atim is Stu
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a nk to u
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a n e l ic
Kh rab l
n fe to Bill Ratio
a lmaaKPI
Creating n s
for Collect
S Global
1. In then - traheader, click New, and select KPI.
o
2. Innthe Select Subject Area pop-up, select A Sample Sales.
3. Define the general properties:
a. In the Actual Value drop-down list, select Facts > Calculations > Simple
Calculations > 29 Collect to Bill Ratio.
b. In the Target Value field, enter 1.
c. Select Enable trending.
d. 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 9
e. In the Tolerance drop-down box, select Change.
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a
) has
c om ide
r o up t Gu
a -g den
f atim is Stu
h a n@ e th
a n k to us
alm ense
f. Click Next.
n ( s l ic
a l e
n Kh rab
a lma ransfe
S n-t
no
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
Offices > Office Regions > D50 Region
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a
) has
c om ide
r o up t Gu
a -g den
f atim is Stu
h a n@ e th
s
a nk to u
( s alm ense
a n e l ic
Kh rab l
a n fe
a lmNext n s
S n-tra
5. Click to display the States page.
no
Practices for Lesson 11: Measuring Results with Scorecards and KPIs
Chapter 11 - Page 11
6. Define your thresholds:
a. Next to Thresholds, deselect define as % of target value.
b. For the upper threshold, enter 0.98.
c. For the lower threshold, enter 0.90.
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a
) has
c om ide
r o up t Gu
7. Click Finish to display the Save As dialog box.
a -g den
atimtois Bill
8. Save the KPI to the My Sales/KPIs folder as Collect
f Stu Ratio.
9. In the Global header, click Open, and h a n@ e thBill Ratio to view the KPI.
select s
Collect to
a nk to u
( s alm ense
a n e l ic
Kh rab l
n
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Practices for Lesson 11: Measuring Results with Scorecards and KPIs
Chapter 11 - Page 12
Creating the Fixed Costs KPI
1. In the Global header, click New, and select KPI.
2. In the Select Subject Area pop-up, select A Sample Sales.
3. Define the general properties:
a. In the Actual Value drop-down list, select Facts > Base Facts > 11 Fixed Costs.
Unauthorized reproduction or distribution prohibited Copyright 2015, Oracle and/or its affiliates
b. Next to the Target Value drop-down list, click the Edit Target Value Formula button
to display the Edit Formula dialog box.
c. Click the Insert Function button .
d. Expand Time Series Functions, and select Ago.
e. Click OK to insert the AGO function into the formula text box.
f. Under Subject Areas, expand Facts > Base Facts, and select 11 Fixed Costs.
g. Click the Add Column button to add the measure to the AGO function.
h. In the formula text box, delete the time_level argument, and replace the offset
argument with 1. The completed formula should match the following: a
AGO("Base Facts"."11- Fixed Costs", 1)
) has
i. Click OK to return to the General Properties page.
c om ide
j. Select Enable Trending.
r o up t Gu
k. -g den
In the Compare to prior drop-down list, select Time > T02 Per Name Month.
a
f atim is Stu
h a n@ e th
s
a nk to u
( s alm ense
a n e l ic
Kh rab l
n
a lma ransfe
S n-t
no
l. Click Next.
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
Offices > Office Regions > D50 Region
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a
) has
c om ide
r o up t Gu
a -g den
f atim is Stu
h a n@ e th
s
a nk to u
( s alm ense
a n e l ic
5. Click Next.
Kh rab l
n
a lma ransfe
S n-t
no
Practices for Lesson 11: Measuring Results with Scorecards and KPIs
Chapter 11 - Page 14
6. Define the goal and thresholds:
a. In the Goal drop-down list, select Low Values are Desirable.
b. Accept the default threshold settings.
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a
) has
c om ide
r o up t Gu
a -g den
7. Click Finish to open the Save As dialog box.
f a tim Stu
a n e his
@Fixed tCosts.
8. Save the KPI to the My Sales / KPIs folder as
n kh o us
l m a e t
s
n (sa licen
K ha able
l m an sfer
Sa n-tran
no
Practices for Lesson 11: Measuring Results with Scorecards and KPIs
Chapter 11 - Page 15
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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a
) has
c om ide
r o up t Gu
a -g den
f atim is Stu
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s
a nk to u
( s almKPIense
Creating the % Early Shipped
a n e l ic
K h ab
1. In the Global header, clickl New, and select KPI.
an Subject
2. In the Select
l m s f erArea pop-up, select A Sample Sales.
Sa.a Innthe
3. Define
- an properties:
thergeneral
t Actual
noCalculationsValue drop-down list, select Facts > Calculations > Simple
> 45 Early Shipped Pct.
b. In the Target Value field, enter 33.
c. Select Enable trending.
d. 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 16
e. In the Tolerance drop-down list, select Change.
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a
) has
c om ide
r o up t Gu
a -g den
f atim is Stu
h a n@ e th
s
a nk to u
f. Click Next.
s a lm nse
(
4. Add the following dimensionality
n l i e the KPI, leaving the value to be prompted:
cfor
Products
a
>hProductsb le
K a Hierarchy
Time
l m an> T03sPer
f erName Qtr
Sa n-tran
no
Practices for Lesson 11: Measuring Results with Scorecards and KPIs
Chapter 11 - Page 17
Offices > Office Regions > D50 Region
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a
) has
c om ide
r o up t Gu
a -g den
f atim is Stu
h a n@ e th
5. Click Next.
a n k to us
alm edefine
6. Define the goal and thresholds:
s n seas % of target value.
a. Next to Thresholds,
n ( deselect
l ic the following calculation:
a l e
Kh rab
b. For the upper
33 *n 0.95
threshold, enter
c. lm
a s e
fthreshold,
a
S 33n-*tr0.80a n
For the lower enter the following calculation:
Practices for Lesson 11: Measuring Results with Scorecards and KPIs
Chapter 11 - Page 18
9. In the Global header, click Open and select % Early Shipped to view the KPI.
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) has
c om ide
r o up t Gu
a -g den
f atim is Stu
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s
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l
Kh rabyb Sales Rep KPI
Creating thenCustomer
a header,
lmGlobal
1. In the n s fe click New, and select KPI.
a
2. SIn then - traSubject Area pop-up, select A Sample Sales.
Select
no the general properties:
3. Define
a. In the Actual Value drop-down list, select Facts > Calculations > Simple
Calculations > 28 # of Customers by Sales Rep.
b. In the Target Value field, enter 40.
c. Select Enable trending.
d. 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
e. In the Tolerance drop-down list, select Change.
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) has
c om ide
r o up t Gu
a -g den
f atim is Stu
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s
f. Click Next. a nk to u
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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
Offices > Office Regions > D50 Region
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a
) has
c om ide
r o up t Gu
a -g den
f atim is Stu
h a n@ e th
s
a nk to u
( s alm ense
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a n fe
a lmNext.
5. Click n s
a and thresholds:
6. SDefine the
n - trgoal
a.noNext to Thresholds, deselect define as % of target.
b. Next to the upper threshold field, click the Thresholds button to display the Edit
Formula dialog box.
c. Click the Insert Function button .
d. Expand Time Series Calculations, and select Ago.
e. Click OK to insert the AGO function into the formula editor.
f. Under Subject Areas, select Facts > Base Facts > Counts > 31 # of Orders (Cnt
Distinct).
g. Click the Add Column button to add the measure to the AGO formula. Note: the
measure should automatically replace the expr argument in the formula.
h. Click Filter.
i. Under Subject Areas, double-click Time > T05 Per Name Year to open the New Filter
dialog box.
j. In the Operator drop-down list, select is greater than.
Practices for Lesson 11: Measuring Results with Scorecards and KPIs
Chapter 11 - Page 21
k. In the Value drop-down list, select 2007.
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s a
)h a
m
co uide
l. Click OK to paste the filter into the formula. p
m. Complete the formula: Remove the time_level argument, g r ou the
replace
n t G argument
offset
-
a tisudasefollows:
with 1, and add a multiplier of 0.95. The complete formula
t i m SDistinct)" USING
AGO(FILTER("Counts"."31 # of Orders
("Time"."T05 Per Name Year" > @
fa (Cnt i s
a n '2007')),
e th 1) * 0.95
n. Select the formula, right-click the
h
khighlightedustext, and select Copy.
a
o. Click OK to return to the Statesn page. to
alm field,
n e
sclick
s
p. Next to the lower (threshold
c e the Thresholds button to display the Edit
Formula dialog a nbox. e li
K b l Formula text box, and select Paste.
hin the aColumn
an smultiplier
q. Right-click
r. lm
f er at the end of the formula to 0.85. The complete lower threshold
- t r aisnas follows:
Change the
Sa formula
n
noAGO(FILTER("Counts"."31 # of Orders (Cnt Distinct)" USING
("Time"."T05 Per Name Year" > '2007')), 1) * 0.85
Practices for Lesson 11: Measuring Results with Scorecards and KPIs
Chapter 11 - Page 22
s. Click OK.
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a
) has
c om ide
r o up t Gu
a -g den
m Stu
fati iby
7. Click Finish to display the Save As dialog box.
8. Save the KPI to the My Sales/KPIs folder as@
n
Customer
t h s Sales Rep.
k ha use
a n t o
m
al ens e
n ( s l ic
a l e
n Kh rab
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Practices for Lesson 11: Measuring Results with Scorecards and KPIs
Chapter 11 - Page 23
9. In the Global header, click Open and select Customer by Sales Rep to view the KPI.
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a
) has
c om ide
r o up t Gu
a -g den
f atim is Stu
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Practices for Lesson 11: Measuring Results with Scorecards and KPIs
Chapter 11 - Page 24
Practice 11-2: Building a Scorecard
Goals
In this practice, you create a scorecard for Eden Inc.
Scenario
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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-to-
bill 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
a
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Starting a Scorecard
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1. In Oracle Business Intelligence, in the Global Header, select Newu>pScorecard.
u
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-g dandensave location:
2. The New Scorecard dialog box is displayed. Define the scorecard
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a. For Name, enter Eden, Inc. Scorecard. tim tu
b. For Location, select /My Folders/My @
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c. Verify that Use Default Perspectives
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Practices for Lesson 11: Measuring Results with Scorecards and KPIs
Chapter 11 - Page 25
1. In the Strategy pane, right-click Eden, Inc. Scorecard and select Create Objective to open
a new objective tab.
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Practices for Lesson 11: Measuring Results with Scorecards and KPIs
Chapter 11 - Page 26
3. In the Indicator Type drop-down list, select Lagging.
4. In the Weight column of the Objectives & KPIs list, enter the following weights for the two
main objectives:
Improve Financial Results: 60%
Enhance Customer Satisfaction: 40%
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Practices for Lesson 11: Measuring Results with Scorecards and KPIs
Chapter 11 - Page 27
Adding KPIs to the Increase Sales Objective
1. Click the Increase Sales tab.
2. In the Objectives & KPIs list, select Objects > Add KPI to display the Select a KPI dialog
box.
3. Browse to the My Folders/My Sales/KPIs folder, and select Revenue KPI. Click OK to add
the KPI.
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4. In the Add KPI dialog box, you select any dimensions that are prompted in the KPI. You can
also select variables or instruct the KPI to use the scorecard point of view. Verify that Use
Point-of-View is selected for all of the dimensions of the Revenue KPI, and then click OK.
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5. Notice that the KPI details are now displayed in theatObjectives
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6. Add the Unit Price KPI (located in My Sales/KPIs) h
t Increase Sales objective. Use the
k h u
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7. The following message is displayed:
is initially set s
lm Please
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Practices for Lesson 11: Measuring Results with Scorecards and KPIs
Chapter 11 - Page 28
3. Define the Agent:
a. In the Name field, enter Americas Revenue Warning.
b. In the Location drop-down box, select /My Folders/My Sales/KPIs.
c. In the Trigger Agent if KPI Status is drop-down box, select Warning.
d. In the Office Regions.D50 Region drop-down box, select Americas. Leave the other
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7. Click Test to see how the condition evaluates. The atfollowing
i s Smessage is displayed: The
condition evaluates to True. Click
a n @
OK. t h
k h s e
u report called KPI Report: When Revenue
a n created
8. Click the Delivery Content tab. Notice that a KPI
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KPI is in Warning was automatically as the delivery content for the agent.
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Practices for Lesson 11: Measuring Results with Scorecards and KPIs
Chapter 11 - Page 29
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.
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10. Close the window to return to your original browser window andothe Inc. Scorecard.
g r n
Adding KPIs to the Reduce Cost Objective i m a- tude
1. Click the Reduce Cost tab. f at is S
a
2. Add KPIs to the Reduce Cost objectivehbased
n@on thee th table (all KPIs are located in
following
s
the My Sales/KPIs folder):
a nk to u
KPI
s e se
alm Dimensions
n Weight
( c
an ble li Use Point-of-View selected 33.33%
Collect to Bill Ratio
h
a n K fera for all dimensions
a lmCostsrans
Fixed Use Point-of-View selected 66.67%
S n-t 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 drop-
down 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
Adding KPIs to the Enhance Customer Satisfaction Objective
1. Click the Enhance Customer Satisfaction tab.
2. Add KPIs to the Enhance Customer Satisfaction objective based on the following table (all
KPIs are located in the My Sales/KPIs folder):
KPI Dimensions Weight
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4. Compare the results in your strategy pane to the following: c om ide
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Changing the Names of Point-of-View Dimensions
Notice that as you add KPIs to objectives, KPI dimensions are displayed in the Point-of-View
bar. The point-of-view column name is the default name for the dimension.
1. Click the Scorecard Settings icon to open the Settings dialog box.
2. Click the Dimension Settings tab.
3. Select the A Sample Sales.Office Regions.D50 Region dimension.
4. Click the Edit button to open the Edit Dimension Settings dialog box.
5. In the label field, enter Region to provide a more user-friendly name for the dimension.
6. Notice that the Edit Dimension Settings dialog box also enables you to select a default
starting value for a dimension.
7. Leave the other settings as they are and click OK to close the Edit Dimension Settings
dialog box.
Practices for Lesson 11: Measuring Results with Scorecards and KPIs
Chapter 11 - Page 31
8. 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
A Sample Sales.Time.T03 Per Name Qtr Quarter 2009 Q1
A Sample Sales.Products.Products Products
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Hierarchy Hierarchy
9. Check your work:
Practices for Lesson 11: Measuring Results with Scorecards and KPIs
Chapter 11 - Page 32
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. Create a strategy wheel diagram.
a. On the Sales Strategy Tree tab, click the Wheel Diagram Type button to display
a strategy wheel diagram.
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Practices for Lesson 11: Measuring Results with Scorecards and KPIs
Chapter 11 - Page 34
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
3. Explore the strategy wheel diagram:
a. Double-click the Improve Financial Results objective to center the diagram on that
objective. Notice that the breadcrumb navigation path is displayed to the right of the
wheel diagram.
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Practices for Lesson 11: Measuring Results with Scorecards and KPIs
Chapter 11 - Page 36
b. Double-click the Increase Sales sub-objective to center the diagram on the sub-
objective.
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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
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
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
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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Practices for Lesson 11: Measuring Results with Scorecards and KPIs
Chapter 11 - Page 40
c. Explore the smart watchlist filter tab options:
Relationship: Filter by a specific objective and specify how much of the hierarchy to
include.
Type: Specify which type of objects to include (objectives, initiatives, and KPIs).
Perspectives: Specify which types of perspectives to include.
Unauthorized reproduction or distribution prohibited Copyright 2015, Oracle and/or its affiliates
r o up t Gu
objective, Eden, Inc. Scorecard. Here you can view summary information about the status
of child and descendant objects, such as objectives, KPIs, and so forth.
a -g den
4. In the Descendants section, click the OK link for KPIs to open the Sales Scorecard
atim is Stu
Breakdown tab. You use the Breakdown tab of the Scorecard editor to view and manage
f
h a n@ e th
the objects that are used to evaluate the performance of an initiative or an objective. Using
s
this tab, you can filter the objects in the list by descendants or children, by object type, and
nk to u
by status. For example, for an objective, you might want to show only the child KPIs that
a
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have a status of OK. You cannot save this tab.
5. Return to the Overview tab.
a n e l ic
Kh rab l
6. Notice the Scorecard Breadth pane. You use this pane to view pie graphs that show how
n
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evenly the objectives (and the KPIs that support them) that compose your scorecard are
a
distributed among the following categories: Financial versus non-financial, Internal versus
S n-t
external, Leading versus lagging. These pie graphs are helpful to determine how balanced
no
your scorecard is. Move the mouse over a pie graph to view a description of the graph.
7. Double-click Improve Financial Results in the Strategy pane to view this objective in the
right pane.
8. Expand Enhance Customer Satisfaction in the Strategy pane and double-click % Early
Shipped to view this KPI in the right pane. You can also right-click the object and select
Open.
9. Use the dimensions in the Point-of-View bar to manipulate the KPI and view different
results.
10. Move the mouse over the KPI graph to view pop-up information.
Practices for Lesson 11: Measuring Results with Scorecards and KPIs
Chapter 11 - Page 41
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Practices for Lesson 11: Measuring Results with Scorecards and KPIs
Chapter 11 - Page 42
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Practices for r o up t G12:
Lesson
u
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atim Oracle
Creating
f S tu Business
a n @ this Dashboards
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Practices Overview
In these practices, you add content you have created to your personal dashboard.
Unauthorized reproduction or distribution prohibited Copyright 2015, Oracle and/or its affiliates
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Goal
In this practice, you populate your personal dashboard with content.
Scenario
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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. s a
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a. If necessary, start Oracle Business Intelligence Presentation Services and sign in.
b. In the Global Header select <Username> > My Account.
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c. On the Preferences tab of the My Account dialog at box,isverify
S that My Dashboard is
@ h
an list.sIfenot,t select it.
selected in the Starting Page drop-down
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2.
has
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 c om ide
and select Dashboard Properties.
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b. In the Dashboard Properties dialog box, retain the default Style for the dashboard.
a -g den
Styles control how dashboards and results are formatted for display, such as the color
atim is Stu
of text and links and so on. When you select a style from the drop-down list, you are
f
properties.
h a n@ e th
applying a preset cascading style sheet that controls overall dashboard appearance
s
nk to u
c. Click the Edit button for the Dashboard Report links. Using the options in this dialog
a
( s alm ense
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
a n e l ic
for individual pages of the dashboard by clicking the Tools button and selecting Page
Kh rab l
Report Links. The default for page report links is Inherit Dashboard Settings. Select
n
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Analyze, Edit, Refresh, and Copy.
S n-t
no
i. Notice that there are buttons to delete pages and reorder pages when there are
multiple pages.
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j. 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.
k. Click OK to close the Dashboard Properties dialog box.
l. Verify that the page name is changed in the dashboard.
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m. Click the Save
K h ab button lin the Dashboard Builder to save the dashboard.
an to the
3. Add content f r
eRegional Analysis page.
l m s
athatn the Page Layout pane initially has no content in it.
Sa.b.a Notice
- t r
noInnthe Catalog pane, expand My Folders > My Sales.
a. Hover over Column 1, click the Properties button , and select Column Properties. a
b. has
Notice that the Column Properties dialog box includes the same Cell, Border, and other
)
interface elements. c om ide
formatting options and tools familiar from formatting containers and other analysis and
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c. Set the background color to light grey and click OK to close the Column Properties
dialog box. a -g den
5. f atim is Stu
Explore and modify section properties.
h a n@ e th
a. Hover over Section 1, click the Properties button, and select Format Section.
s
nk to u
b. Notice that the Section Properties dialog box includes the same Cell, Border, and other
a
alm ense
formatting options and tools. Leave the default settings for the section and click OK.
n ( s
c. Click the Properties button and select Rename.
l ic
a l e
n Kh rab
d. In the Rename dialog box, enter APAC Region Sales and click OK. The section name
is updated.
a lma ransfe
e. Click the Properties button and verify that Drill in Place is not selected. You do this
S n-t because this analysis is set to drive master-detail events when drilling instead of drilling
no to the next level of the hierarchy. You use Drill in Place to show new results directly in
the dashboard, replacing the original analysis. The area occupied by the original
analysis resizes automatically to hold the new results.
f. Verify that the Collapsible option is selected. You use this option to specify whether
the user can expand and collapse this section on a dashboard page or whether the
section is always expanded.
g. Set the Show Section Header and Show Section Title options, which display the title
you created for the section in a header across the top of the section.
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j. Close the preview browser window.
g r ou nt G
6. Set the APAC Region Sales with Graph analysis to appear
i m a-in thetusection
de as a link that,
when clicked, opens the analysis within the section. t
faProperties S
a. Move your cursor over the analysis, click n @the t h i s button , and select Display
Results. h a s e
a nk is settotouEmbedded in Section, which means the
b. Notice that by default the analysis
alm enand
analysis executes automatically
s sedisplays its results directly in the dashboard page.
c. Notice therea n
are
( c to display results. Link - Within the Dashboard
two otherlioptions
displaysK ah l e
b must click to execute the request and see the results within
link that users
n
theadashboard. r a
feLink -and
In a Separate Window displays a link that users must click to
a lm n
executeathe srequest see the results in a new window.
Sd. Select- t r
n Display Results > Link - Within the Dashboard.
n o
e. Save the dashboard.
f. Click Run to test the change.
g. Click the APAC Region Sales with Graph link to open the analysis in the section.
h. Click the Return link in the bottom left corner.
i. Click the Page Options button and select Edit Dashboard to return to the
Dashboard Builder.
7. Rename the report in the dashboard.
a. Click the Properties button for the analysis and select Rename.
c. Click OK.
d. Save and run the dashboard to verify the change.
i m a- tude
display in the dashboard. The default is to display the Compound View.
at is S
d. Edit Analysis opens the analysis in the Analysis Editor.
f
h a n@ e th
e. Reset the analysis to appear embedded in the section instead of as a link.
s
nk to u
f. Save the dashboard.
9. a
Set a condition on the section. If the condition returns true for the Boolean value, then the
s alm ense
section appears, if not it is collapsed.
(
a n l ic
a. Click the Properties button for the APAC Region Sales section and select Condition.
e
Kh Condition l
b. In the
a n Section
f e rab dialog box, click the New Condition button .
c. lm
a In the New
a n sCondition dialog box, select Analysis in the Create condition based on
S drop-down
n r
-t list and click Browse.
o
d.n In the Select Analysis dialog box, browse to the My Sales folder and select the
Products APAC Region 2009 analysis.
e. Click OK. The New Condition dialog box is populated with condition information from
the analysis.
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d. Rename Section 1 to Products APAC
h a n@ e h set section properties to show
Region tand
section title.
a n k to us
e. Click Horizontal Layout
a l mto display
n s ethe analyses horizontally within the section.
n (s lice
f. Save and h a b le
run the dashboard.
K r a
l m anthat the
g. Verify
s f eanalyses are displayed horizontally in the Products APAC Region page.
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.
s a
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u tG
g r o n
e. Click OK.
a - d e
f a im Stuand confirm that the new
f. Navigate to Shared Folders > <username> > tDashboards
dashboard is visible.
n@ browser s
thiwindow
g. Click Open to open the dashboardhin
k a a new s e and confirm that the new
n
dashboard currently has no content. t o u
m a e
h. Close the new browser
( s al window.
e n s
14. Publish a page from nMy Dashboard
ausers. c
li to the APAC Region Analysis Shared dashboard to
h l e
rab and open Dashboard Builder.
share with other
a n Kto My
a. Navigate f eDashboard
a lm a n s
b.
S n-t Selectr the Products APAC Region page.
c. oClick the Tools button and select Publish Page to Dashboard.
n
d. Click OK to continue when you receive the message about private reports.
e. The Publish Page to Dashboard dialog box is displayed. Click Browse in the Publish
Page to Dashboard dialog box.
f. In the Select Dashboard dialog box, navigate to /Shared
Folders/<username>/Dashboards.
g. Select the APAC Region Analysis Shared dashboard. This is the dashboard to which
you will publish the page from your dashboard.
s a
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j. Click OK. p
u tG
g r o> APAC nRegion Analysis
k. In the Global Header, select Dashboards > <username>
a - d e
atim isandStverifyu
Shared to open the dashboard.
f
l. Click the APAC Region Analysis Shared dashboard
@ published that the Products
APAC Region dashboard page wasa n
successfully t h to the shared dashboard.
k h u se
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n Kh rab
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no
s a
h a
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n. Check the permissions for the analyses. Any user who is a member of the
application roles will have access to these objects. c m
o ide
p Gu
15. Verify that other users have access to the shared dashboard. ou
r
-gpassword n t
a. Sign out and sign back in with username BBERRY and
m a u d e BBERRY12. Recall
f a t i
that BBERRY is a member of the BI Author application t
role.
S
b. In the Global Header, select Dashboards
n @ h
> <username>
t i s > APAC Region Analysis
Shared to open the dashboard. ha e
c. Select the Products APACaRegion nk page.t o us
d. Verify that both analyses
s n se
almareedisplayed.
n ( l ic
a
e. Sign out of Oracle BI.
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Practices for g r oLessonn
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atim is SOracle
Configuring
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h a nIntelligence
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e
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Chapter
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Practices Overview
In these practices, you embed external content and alerts in your dashboard.
Unauthorized reproduction or distribution prohibited Copyright 2015, Oracle and/or its affiliates
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Goal
In this practice, you add content other than analyses to a dashboard.
Scenario
Unauthorized reproduction or distribution prohibited Copyright 2015, Oracle and/or its affiliates
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. Add an Oracle web page as embedded content in a dashboard.
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has
a. If necessary, start Oracle Business Intelligence Presentation Services and sign in.
)
b. Click the Open button in the Global Header and select My Dashboard APAC
Region Analysis in the Recent section. c om ide
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c. Click the Page Options button and select Edit Dashboard.
r
d. Click the APAC Region Analysis page. a -g den
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e. Drag the Embedded Content object from the Dashboard Objects pane into Column 1
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below the APAC Region Sales analysis.
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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.
a
i.
j.
Click OK.
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Save the dashboard and then click Run to view the results in the dashboard. You may
c om ide
have to scroll down to see the embedded content, and scroll within the embedded web
page using the scroll bars.
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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.
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Practices Overview
In these practices, you build dashboard prompts and declare and populate variables.
Unauthorized reproduction or distribution prohibited Copyright 2015, Oracle and/or its affiliates
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Goal
In this practice, you create prompts and add them to a dashboard.
Scenario
Unauthorized reproduction or distribution prohibited Copyright 2015, Oracle and/or its affiliates
Time
10-15 minutes
Task
In an earlier practice, you created an inline column prompt and saved it with an analysis,
s a
allowing users to select different values to filter results. A named dashboard prompt for filtering
a
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data is created in the same way. In this practice, you create a variable dashboard prompt to
m
declare and instantiate a Presentation variable, then test and populate the variable with values,
co uide
p
which you then reference in different ways, including an analysis column and Title view as well
r ou nt G
as a filter in a separate analysis. Finally, you add a slider dashboard prompt to filter revenue on
g
your dashboard.
i m a- tude
1. Create new analyses with prompted columns. f at is S
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a. If necessary, open Oracle BI Presentation Services and sign in.
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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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a n e l ic
l
h ab > Filter for the C50 Region column to open the New Filter
c. ClickntheKMore Options
l m a box.sfer
dialog
Sd.a Innthe
- an field, select Is Prompted.
trOperator
e.no Click OK to close the New Filter dialog box.
f. Save the analysis as Region Country Revenue in the My Sales folder.
g. Use the A - Sample Sales subject area to create the following new analysis:
C50 Region, C51 Area, 1- Revenue.
h. 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.
2. 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.
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your dashboard.
q. In the Prompt Display field select Place label above prompt.
r. Check your work.
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j. Drag the Region Country Revenue analysis below Region Area Revenue in the same
section.
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m. Select a different value or values from Region Prompt, click Apply, and confirm that
both analyses are updated as expected.
4. 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.
f. Click Done.
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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.
i. Leave the defaults for the slider orientation and size and check your work:
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j. Click OK.
k. Experiment with the slider in the Display pane.
l. Save the prompt as Revenue Slider Dashboard Prompt in the My Sales folder.
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c. Save the dashboard. e l ic
l
Kh ra>bEdit Analysis to open the Region Area Revenue analysis in the
n
d. Select Properties
a Editor. fe
a lm
Analysis n s
traCriteria tab, click the More Options button for the 1- Revenue column and
Se. Onn-the
noselect Filter.
f. In the New Filter dialog box, select is prompted as the operator.
g. Click OK to close the New Filter dialog box.
h. Save the analysis.
i. Open the Region Country Revenue analysis and repeat the steps to set the 1-
Revenue filter to is prompted.
j. Save the analysis.
k. Navigate back to Dashboard: Region Sales.
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e. Deselect
a n f r
eColumn for the Product Type column prompt.
l m s
athenRow-based layout button .
Sf.g.a InSelect
- t r
n onthe Display pane, notice that the prompts are now displayed in a single row.
12. Edit the page settings for the prompt.
a. Select Page1: Region Prompt.
b. Click the Edit button to open the Edit Page Settings dialog box.
c. Change the title to Region / Product Type Prompt.
d. Change the instructions to Select region and product type from the
lists to filter your dashboard.
e. Accept the remaining settings and click OK to close the Edit Page Settings dialog box.
f. Save the prompt.
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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 auto-
complete 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.
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.
g. Click OK to close the Dashboard Properties dialog box.
h. 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.
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has
i. Select the row for the Product Type prompt.
j. )
Click the Edit button to open the Edit Prompt dialog box.
k. Expand Options. c om ide
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Select Enable user to type values. Auto-complete is available only for the Choice List
r
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prompt type when this option is selected.
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r. Type Au to further narrow the search.
Contains.e
s. In the Name field, selectm
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g. Repeat the steps and add a second customization named AMERICAS Cell Phones,
but leave APAC Audio as the default.
h. 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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Si. Leave
n -t the settings as they are and click OK to close the Edit Saved Customizations
n o
dialog box.
j. Navigate to My Dashboard and then navigate back to Dashboard: Region Sales and
confirm that your default saved customization is applied.
k. Select Page Options > Apply Saved Customization > AMERICAS Cell Phones to
apply the other saved customization.
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Practices for r o up t G15:
Lesson
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Integrating
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Practices Overview
In these practices, you will learn how to set up Smart View and insert Oracle BI EE views into
Smart View.
Unauthorized reproduction or distribution prohibited Copyright 2015, Oracle and/or its affiliates
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Overview
In this practice, you install the Smart View client and create a connection to the Oracle BI
server.
Unauthorized reproduction or distribution prohibited Copyright 2015, Oracle and/or its affiliates
6. Click Cancel.
3. Links to Oracle BI servers are added as private connections. Add an Oracle BI server
connection: a
has
a. At the bottom of the Smart View panel, click Create new connection.
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d. Click Finish. p
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e. The Connection to Data Source dialog box is displayed.gEnter username and
a - e
password, and then click Connect.
tim SIntuthedName field, enter
f. The Save as Private Connection dialog box fisadisplayed.
BISAMPLE, and then click OK.
a n @ this
k h inuthesePrivate Connections list.
The BISAMPLE connection is displayed
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Viewing the BI Catalog in Smart View
1. In the Private Connections list, expand the BISAMPLE connection.
2. The Connect to Data Source dialog box is displayed again. Enter your BI username and
password, and then click Connect.
3. The Catalog Root folder is displayed. This folder is similar to the catalog folder in Oracle BI.
Expand the Catalog Root folder. Notice that the subfolders My Folders and Shared
Folders are displayed.
a
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Properties. c om ide
5. Right-click the Formatted Sales by Country analysis, and select View Analysis
r
6. The Analysis Properties dialog box is displayed. Notice that the o up location,
catalog t G u user
information, and access dates are displayed. a -g den
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7. Click Close.
Overview
In this practice, you insert various Oracle BI views into Smart View.
Scenario
Unauthorized reproduction or distribution prohibited Copyright 2015, Oracle and/or its affiliates
s a
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i m a- tude
f at is S
h a n@ e th
s
a nk to u
s
2. You can insert default(table
alm e n seSmart View client (PowerPoint, Word, or Excel).
a n e l ic 1 and select Insert to insert the view.
views in any
Under Smart View, l
right-click
Kh things:
Table
a n
3. Notice the following
f e rab
almGrouped a n s (such as brand names) is displayed in merged cells.
data
S Then t r
-Oracle BI EE tab is displayed in the Office ribbon. This tab contains buttons that
o
n enable you to interact with the Oracle BI EE content in Smart View.
s a
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g r oDelete nView to remove the
a -
4. In the Document Contents pane, right-click Table 1 and select
d e
atim is Stu
view from your worksheet.
5. At the confirmation message, click Yes. f
a n@tableeviews
6. In Excel, you also have the option of inserting
h
th as Excel tables. In the Smart
us Table 1 again and select Insert as
k toright-click
View panel, under the Smart Viewnanalysis,
a
Excel Table.
s
7. Notice that the table is(automatically
se with Excels default table style and the
alm enformatted
a n e l ic
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column headers display l
filter drop-downs.
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9. Click OK to displayn c
the filteredlidata.
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Note: This action inserts the default pivot table display, and is available
u p ide View
client.
o row G
-gr and
3. The pivot table is displayed in the worksheet. Notice thatacolumn
d n t
e after inserting
headers are
displayed as they are in Oracle BI EE, but you cannot i m
at is S
pivot the t u
headers the
view. f
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> Smart View, right-click Pivot Table 1, and select Insert as Excel Pivot.
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that in addition to the Smart View Panel, the @
f t an iExcel
5. The pivot table view is inserted into the worksheetaas
s
PivotTablehField
SList
pivot table object. Notice
panel is now displayed.
a n e twhen you want
You can insert pivot table views as Excel
k h pivot tables
u s to perform further
a n
analysis on the data, such as aggregating,
t o
pivoting, drilling, sorting, and filtering.
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3. The chart is inserted into the worksheet. Notice that you can click and select items in the a
chart object, such as the legend, titles, and chart bars.
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5. In the Change Chart Type dialog box, select the Bar category, o
r upthen tselect
and G uthe
Clustered Bar chart type.
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7. Optional: You can further edit the charts appearance. Make the following changes:
Change the chart title to Brand Revenue by Region. c om ide
Customize the bar colors. r o up t Gu
Display the chart legend at the bottom of the chart. a-
g e n
tim Sand d
tu C50 Region).
Remove the horizontal and vertical axis titlesf a(1-Revenue
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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.
s a
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Note: Time line series, pareto, waterfall, gauge, and funnel graph
g r ouviewsntcanGonly be
inserted as images; all other graph types can be insertedaas - chart dobjects
e or images.
i m
at is S t u
Inserting Compound Views f
h a n@ einsert thall of the supported views at once
When an analysis contains a compound view, you cans
by inserting the compound view.
a nk to u
alm en
1. In Excel, select a blank worksheet,
s sethen select cell A1.
and
n
2. In the Smart View panel,( underl icBISAMPLE > Catalog Root > My Folders > BISAMPLE >
a
h ab
Smart View, right-click l e
Compound View 1, and select Insert All Views.
K
l m an sfer
Sa n-tran
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4. The title, table, pivot table, and chart views are inserted into theoworksheet.
formatting comes from Oracle BI EE. - g r n
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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.
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3. At the prompt, select All objects on one sheet / slide. r o up t Gu
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5. Close the Excel workbookawithout
e n se but leave Excel open.
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Lesson
Working
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tBI
a n @ View
Smart
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Practices Overview
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.
Unauthorized reproduction or distribution prohibited Copyright 2015, Oracle and/or its affiliates
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Overview
In this practice, you work with analysis and view prompts, refresh views, set view preferences,
and mask data in views.
Unauthorized reproduction or distribution prohibited Copyright 2015, Oracle and/or its affiliates
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noPrompt Selector dialog box is displayed. Select values for the product brand:
4. The
a. In the selection row for Product Brand, click the Browse (ellipsis) button to display the
Value Selector dialog box.
a
) has
c om ide
c. Click OK to close the Value Selector dialog box.
r o up t Gu
a g be used
-will e nfor the query.
d. Click Show Filters Summary to display the filter that
d
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e. Notice that the filter summary shows that the product brands BizTech and FunPod will
be used for the query.
s a
a
)h
m
co uide
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u selections
b. The Prompt Selector dialog box is displayed. Change your
g r oprompt n t G to display
the FunPod and HomeView brands. -
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t i m
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a n e th
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a nk to u
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c. o
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.
9. The Prompt Selector dialog box is displayed. The product brand prompt is an analysis-level
a
has
prompt, so it is displayed for every view in the analysis. Select BizTech, FunPod, and
HomeView, and then click OK.
)
c om ide
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2008 data.
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s a
h a
)Selections
b. The View Properties dialog box is displayed. Click the Analysis Prompt
c m
o brands e are
tab to view your analysis prompt selections. Notice that all three product
up t Gu i d
listed.
r o
c. Click the Page Prompt Selections tab. Notice the message a -g stating
d e n No page prompts
defined.
f a tim Stu
d. Click Cancel to close the View Properties
a n e this
@dialog box.
12. Set the page prompt value:
n kh o us
a. Place your cursor in one ofathe cells for
l m e t the Table 2 view.
b. On the Oracle BI (EE saribbon, s
en Edit Page Prompts.
click
n l i c
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l m an sfer
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no
c. The Page Selector dialog box is displayed. In the drop-down list, select 2010, and then
click OK.
d. 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.
s a
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m
co uide
p
g r ou nt G
i m a- tude
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a nk to u
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Be K
Tip: n
h using
cautiousra
l
b view with prompts whose values are not displayed directly in
a f e
the table orschart, because Smart View does not dynamically display your prompt
lm
a
S selections,
- t r an except in the View Properties dialog box.
n
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.
s a
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m
co uide
p
c. Click OK. This view is now excluded from refresh operations
g r ouuntil nyout G
change its
refresh options again. -
a tude
t i m
3. On the Oracle BI EE ribbon, click Refresh.
@ fa is S
a n e th
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a nk to u
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n feis set isto displayed
lmapreference
4. An information message stating that Table 2 was not refreshed because its
a n s
S n-tra
refresh No Refresh. Click OK to dismiss the message.
no
8. In the Document Contents pane, under Sheet2, right-click Table 1, and select Refresh
a
has
View.
)
9. The data in Table 1 is refreshed. Notice that your custom formatting is preserved.
c om ide
10. Change the refresh preferences for Table 1 to replace the view on refresh:
r o up t Gu
a. In the Document Contents pane, under Sheet2, right-click Table 1, and select
Properties. a -g den
atim is Stu
b. In the Refresh Options drop-down list, select Replace View. Notice the message This
f
h a n@ e th
action will cause formatting applied within Office to be lost.
s
a nk to u
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no
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.
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 operations a
may take some time. On the Smart View ribbon, select Refresh > Refresh all
)h a
Worksheets. m
co uide
p
g r ou nt G
i m a- tude
f at is S
h a n@ e th
s
a nk to u
( s alm ense
14. Close Excel. You do
a n e icsave the workbook.
not needlto
K h ab l
l m
n
a Views
Masking Data in
s f er
Stoadisplay
1. Open
- t r anSmart
Microsoft Word. On the Office ribbon, click the Smart View tab and then click Panel
a
) has
c om ide
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s
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( s alm ense
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n
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no
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.
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.
a
) has
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r o up t Gu
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s
a nk to u
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no
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.
a
) has
c om ide
r o up t Gu
a -g den
f atim is Stu
h a n@ e th
s
a nk to u
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a
) has
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f atim is Stu
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a nk to u
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no
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.
s a
c. On the Oracle BI EE ribbon, click Copy.
)h a
m
co uide
p
g r ou nt G
i m a- tude
f at is S
a @ a blank
nselect thslide. On the Smart View ribbon,
d. Open a PowerPoint presentation and
h s e
click Paste.
a nk to u
( s alm ense
a n e l ic
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n
a lma ransfe
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no
a
) has
c om ide
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f a tim Stu
2. Format the slide:
a n @ this
a. Resize and move the pivot tablekto
u seof the slide.
hthe center
a n Revenue
t o by Year.
b. Change the slide title to Brand
m
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Overview
In this practice, you create view in Smart View and then publish it to the BI catalog.
Scenario
Unauthorized reproduction or distribution prohibited Copyright 2015, Oracle and/or its affiliates
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.
s lmis where
The Define Filtersatab
e n seyou define filters for the view.
n ( l ic
a l e
n Kh rab
a lma ransfe
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no
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 a
has
images). In the Display Style drop-down list, select Pivot Table.
)
c om ide
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alm -trthe
6. SComplete n s
a layout as follows:
view
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.
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b and columns:
7. Add grand
a n totals
f e rarows
a. lm
a In the Row
a n sarea, select Row Grand Total.
S n-t r
no
s a
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m
co uide
p
g r ou nt G
i m a- tude
f at is S
h a n@ e th
k t2009 s 2010. In the Column area, right-click
uand
a
8. You want to limit the view to data nbetween o
s alm and
the tile for T05 Per Name Year,
e n se Add to Filter.
select
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a l e
n Kh rab
a lma ransfe
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no
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.
s a
)h a
m
co uide
p
g r ou nt G
Note: You can drag columns from the subject area tree
i m a- directly
t u eto the Define Filters
dAND
tab. Additional columns are added to the Filter
f t
a is S
Summary as an condition; you can
change them to OR conditions if necessary.
h a n@ Note: e thAfter closing the View Designer,
us you can publish the view to Oracle BI
ninkExcel.toHowever,
10. Click OK to add the view to the Excel worksheet.
you cannot edit the view definitiona
lm nse
EE and edit it there.
s a
n (
11. The pivot table is displayed
a i ce Notice that the page selections for Company are not
inlExcel.
KhExcel
displayed in the
a b le You can edit the company by using the Edit Page
worksheet.
Prompts n
a button one
f r
the Oracle BI EE ribbon.
lm s
Sa n-tran
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a
) has
c om ide
r o up t Gu
a -g den
4. At the success message, click OK. f atim is Stu
5. Edit the analysis in Oracle BI EE:
h a n@ e th
a. In the Smart View panel, selectn t o us connection and click the Go to
kthe BISAMPLE
selected server or URL
l a e the catalog.
mbuttonntosrefresh
a
(s lice
a n
h able
K
l m an sfer
Sa n-tran
no
b. Under BISAMPLE > Catalog Root > My Folders > My Sales, right-click Brand
Revenue by Year and Company and select Edit Analysis in Answers.
c. 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.
d. The pivot table view is displayed in edit mode. Click the Criteria tab.
e. Change the filter for T05 Per Name Year to include 2008 data.
s a
)h a
6. View the edited pivot table in Smart View: m
co uide
p
ro>uMy Folders
a. In Excel, select a blank worksheet.
b. In the Smart View panel, under BISAMPLE > Catalog -Root g n t G > My Sales >
Brand Revenue by Year and Company, right-click
t i m a Table
Pivot t u d1,eand select Insert.
7. The pivot table view is displayed in Excel. Noticefa s
that thei2008S data has been added to the
view.
@
an se t h
k h u
a n t o
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a n e l ic
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u t G17:
Practices for g r oLessonn
a - d e
Oracle
f atimBusiness
S tu Intelligence
a n @ this
Mobile
k h Chapter
u se17
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Practices for g r oLessonn
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Creating
f S tu Applications
a with
n @ Oracle
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( s alm ense Designer
a n e l ic Chapter 18
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Practices for Lesson 18: Creating Mobile Applications with Oracle Business Intelligence Mobile App Designer
Chapter 18 - Page 1
Practices for Lesson 18: Overview
Practices Overview
In these practices, you work with Oracle BI Mobile App Designer.
Unauthorized reproduction or distribution prohibited Copyright 2015, Oracle and/or its affiliates
a
) has
c om ide
r o up t Gu
a -g den
f atim is Stu
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s
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Practices for Lesson 18: Creating Mobile Applications with Oracle Business Intelligence Mobile App Designer
Chapter 18 - Page 2
Practice 18-1: Creating a Basic Mobile App
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
Unauthorized reproduction or distribution prohibited Copyright 2015, Oracle and/or its affiliates
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
s a
Starting a New Mobile App in Oracle BI Mobile App Designer Trial Edition a
)andh open
1. Shut down Oracle BI services, start Oracle BI Mobile App Designer services,
c m
o ide the
trial edition of Oracle BI Mobile App Designer.
upwindow, u
a. On the desktop, double-click Stop OBIEE.bat. In the command g r o n t G enter the user
name weblogic and the password welcome1 when a -prompted.d e
Wait for the services
t i m t u
to stop completely before continuing to the next
@ fa step.is S
b. On the desktop, double-click Start Oracle
a n BI Mobile
e th App Designer to start services
for the trial edition of the Mobilek h us A WebLogic server window is
App Designer.
displayed. Wait until the servera n state isto
changed to RUNNING mode before continuing
to the next step.
s a lm nse
n
Note: Do not close
a
( l i cewindow.
this server
K
c. On the desktop,h double-click
a b le Open Oracle BI Mobile App Designer Start Page.
2. Log in and
l m er mobile app.
an startsafnew
Sa.a Click - t r an New to open the Oracle BI Mobile App Login page.
Create
b.no n in as demo with password welcome1. This is the default user for the Oracle BI
Log
Mobile App Designer trial edition.
Practices for Lesson 18: Creating Mobile Applications with Oracle Business Intelligence Mobile App Designer
Chapter 18 - Page 3
c. The Create App dialog box is displayed. Under Choose Target Device Type, select
Tablet.
Unauthorized reproduction or distribution prohibited Copyright 2015, Oracle and/or its affiliates
s a
)h a
m
co uide
p
g r ou nt G
i m a- tude
f at is S
a
d. On the next page, select the data source.
h n@BI Mobile
e thApp can be created using three
n t o us
k is pre-configured
data sources: BI Subject Area (this subject area in the RPD), BI
Publisher Data Model, and a
lmicon.nse
Excel File. Because this is the trial version, select Sample
Data and click the s a
search
a n ( l i ce
K h able
l m an sfer
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no
Practices for Lesson 18: Creating Mobile Applications with Oracle Business Intelligence Mobile App Designer
Chapter 18 - Page 4
e. Select the BI Sales Excel data model, and click Open.
Unauthorized reproduction or distribution prohibited Copyright 2015, Oracle and/or its affiliates
a
) h as
f. The selected data model is displayed in the Create App window. Clickm
Save.
c o d e
up t Gu i
r o
a -g den
f atim is Stu
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s
a nk to u
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Practices for Lesson 18: Creating Mobile Applications with Oracle Business Intelligence Mobile App Designer
Chapter 18 - Page 5
g. Name the app Sales App 1 and click Save. The Mobile App Designer is displayed.
Unauthorized reproduction or distribution prohibited Copyright 2015, Oracle and/or its affiliates
s a
)h a
m
co uide
3. Explore the Oracle BI Mobile App Designer interface. p
r ou pane
a. Notice that the data source elements are listed in the navigation
g n t G
on the left side of
a -
the designer. You can drag columns from the data source d
to the e
workspace to build the
t i m t u
elements of your application.
@ fa is S
a n e th
h s
a nk to u
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a n e l ic
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Practices for Lesson 18: Creating Mobile Applications with Oracle Business Intelligence Mobile App Designer
Chapter 18 - Page 6
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.
Unauthorized reproduction or distribution prohibited Copyright 2015, Oracle and/or its affiliates
s a
)h a
m
co uide
p
g r ou nt G
c. Notice the tools ribbon at the top of the designer. This
i m a-ribbon
t u de tabs that relate
displays
to your current selection. By default, the Insert
f t
a is S
and App tabs are displayed in the
ribbon.
h a n@ e th
s
a nk to u
( s alm ense
a n e l ic
Kh rab l
n
a lma ransfe
S n-t
d. o
n Try the following actions:
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
Modifying the Cover Page
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.
Unauthorized reproduction or distribution prohibited Copyright 2015, Oracle and/or its affiliates
b. Notice that you can specify a file from a local directory, a URL to an image file, or a
a
data field from your data source for the image.
) has
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Practices for Lesson 18: Creating Mobile Applications with Oracle Business Intelligence Mobile App Designer
Chapter 18 - Page 8
2. Update the title and subtitle.
a. Scroll to the bottom of the cover page to display the title text boxes. Double-click
Double Click to add title and enter Sample App.
Unauthorized reproduction or distribution prohibited Copyright 2015, Oracle and/or its affiliates
a
) has
c om ide
r o up t Gu
a -g den
f atim is Stu
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Practices for Lesson 18: Creating Mobile Applications with Oracle Business Intelligence Mobile App Designer
Chapter 18 - Page 9
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").
Unauthorized reproduction or distribution prohibited Copyright 2015, Oracle and/or its affiliates
a
) has
c om ide
r o up t Gu
a -g den
f atim is Stu
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s
a nk to u
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Practices for Lesson 18: Creating Mobile Applications with Oracle Business Intelligence Mobile App Designer
Chapter 18 - Page 10
c. On the Text tab, click Delete.
Unauthorized reproduction or distribution prohibited Copyright 2015, Oracle and/or its affiliates
a
) has
c om ide
r o up t Gu
a -g den
f atim is Stu
h a n@ e th
s
a nk to u
( s alm ense
a n e l ic
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The subtitle text box l
is removed from the cover page.
l m an sfer
Sa n-tran
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Practices for Lesson 18: Creating Mobile Applications with Oracle Business Intelligence Mobile App Designer
Chapter 18 - Page 11
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.
Unauthorized reproduction or distribution prohibited Copyright 2015, Oracle and/or its affiliates
a
) has
c om ide
r o up t Gu
a -g den
f atim is Stu
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s
a nk to u
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n
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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
Unauthorized reproduction or distribution prohibited Copyright 2015, Oracle and/or its affiliates
a
) has
c om ide
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f atim is Stu
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2. A second page is added
n ( sto
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3. Add a chart to the a
hfirst cell.able
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a. Select the
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Practices for Lesson 18: Creating Mobile Applications with Oracle Business Intelligence Mobile App Designer
Chapter 18 - Page 13
b. In the ribbon, click the Insert tab, and then click Chart.
Unauthorized reproduction or distribution prohibited Copyright 2015, Oracle and/or its affiliates
Note: You can also drag the chart icon from the ribbon to a cell in the layout pane.
c. 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
d. Drag the resize handle on the lower-right corner of the chart to resize it to fit the cell.
Unauthorized reproduction or distribution prohibited Copyright 2015, Oracle and/or its affiliates
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e. On the ribbon, click the Chart
a k andtothenusselect Legend > No Legend.
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Practices for Lesson 18: Creating Mobile Applications with Oracle Business Intelligence Mobile App Designer
Chapter 18 - Page 15
4. Insert another chart.
a. On the Insert tab, drag the Chart icon to the second cell in the layout grid.
Unauthorized reproduction or distribution prohibited Copyright 2015, Oracle and/or its affiliates
a
b.
has
Drag REVENUE and ORGANIZATION to the value and label areas of the chart,
respectively. )
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Practices for Lesson 18: Creating Mobile Applications with Oracle Business Intelligence Mobile App Designer
Chapter 18 - Page 16
c. Drag ORGANIZATION from the Label area to the Series area to view the Organization
data as a series instead of individual bars.
Unauthorized reproduction or distribution prohibited Copyright 2015, Oracle and/or its affiliates
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m
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d. On the Chart tab, select Chart Types > Pie > Pie
-
toachange thedechart display type.
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Practices for Lesson 18: Creating Mobile Applications with Oracle Business Intelligence Mobile App Designer
Chapter 18 - Page 17
5. Add a table to the bottom cell on the page.
a. On the Insert tab, drag the Table icon to the third cell in the layout grid.
Unauthorized reproduction or distribution prohibited Copyright 2015, Oracle and/or its affiliates
a
) has
c om ide
b. Drag the following columns from the data source to the table: PER_NAME_QTR,
PRODUCT, PRODUCT_TYPE, and REVENUE.
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Practices for Lesson 18: Creating Mobile Applications with Oracle Business Intelligence Mobile App Designer
Chapter 18 - Page 18
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).
Unauthorized reproduction or distribution prohibited Copyright 2015, Oracle and/or its affiliates
a
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c om2 with
7. In the Pages list, double-click Page 2 to edit the page name. Replace Page
i d e
Analysis.
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Notice that when you press Enter, the page header in the layout pane also changes to
Analysis.
8. 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
Previewing your App
1. Click Preview to open a web preview of your app. Note, you can preview in a new Window
too.
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2. Notice that the preview opens to the cover page of a web-based simulation of your tablet
a
has
app. Click the page list icon to display the list of pages in the app.
)
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3. SIn then -t list, click Analysis.
page
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Practices for Lesson 18: Creating Mobile Applications with Oracle Business Intelligence Mobile App Designer
Chapter 18 - Page 20
4. The Analysis page is displayed. Notice that the preview displays your two charts and the
table you created.
Unauthorized reproduction or distribution prohibited Copyright 2015, Oracle and/or its affiliates
s a
a
)h
m
5. Investigate the interactive filter and sort capabilities of the app: up
co uide
g o that
rNotice n t Gentire page
a. In the pie chart, click the wedge for the Production Org. -
a tOrg. de the
i m
(the table, bar, and pie charts) is filtered by the Production
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Practices for Lesson 18: Creating Mobile Applications with Oracle Business Intelligence Mobile App Designer
Chapter 18 - Page 21
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.
Unauthorized reproduction or distribution prohibited Copyright 2015, Oracle and/or its affiliates
s a
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c. In the table, click the header for the Revenue column to sort revenuec m
odata. iNotice
e that
p u d
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the up arrow in the column header is activated, indicating that G in
ascending order.
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Practices for Lesson 18: Creating Mobile Applications with Oracle Business Intelligence Mobile App Designer
Chapter 18 - Page 22
6. Click Edit Layout to return to the Mobile App Designer.
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 23
Practice 18-2: Designing Apps with Tile Pages
Goal
In this practice, you create and format a Tile Page and add a sub page to it for further detail.
Scenario
Unauthorized reproduction or distribution prohibited Copyright 2015, Oracle and/or its affiliates
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
Practices for Lesson 18: Creating Mobile Applications with Oracle Business Intelligence Mobile App Designer
Chapter 18 - Page 24
2. The Tile dialog box is displayed. In the group drop-down list, select PRODUCT_TYPE, and
then click OK.
Unauthorized reproduction or distribution prohibited Copyright 2015, Oracle and/or its affiliates
s a
a
) h you
3. The tile page is displayed. On the Tile tab, notice the Columns tool, which enables to
specify how many columns of tiles to display. The default is 3 columns.co m
u p u ide
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Practices for Lesson 18: Creating Mobile Applications with Oracle Business Intelligence Mobile App Designer
Chapter 18 - Page 25
4. Click the Insert tab, and then drag the Frame icon to the layout cell on the tile page.
Unauthorized reproduction or distribution prohibited Copyright 2015, Oracle and/or its affiliates
s a
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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6. Drag PRODUCT_TYPE andl REVENUE
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Practices for Lesson 18: Creating Mobile Applications with Oracle Business Intelligence Mobile App Designer
Chapter 18 - Page 26
7. Click the Insert tab, and then drag the Chart icon to the tile page layout cell, below the
layout frame.
Unauthorized reproduction or distribution prohibited Copyright 2015, Oracle and/or its affiliates
s a
)h a
m
co uide
p
g r ou nt G
i m a- tude
at itos the
8. Drag PER_NAME_MONTH to the chart label and REVENUE
f S chart value to define the
chart.
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Practices for Lesson 18: Creating Mobile Applications with Oracle Business Intelligence Mobile App Designer
Chapter 18 - Page 27
9. At the top of the page, double-click Page 3 to edit the page name. Enter Product Revenue
to replace Page 3.
Unauthorized reproduction or distribution prohibited Copyright 2015, Oracle and/or its affiliates
s a
)h a
m
co uide
p
g r ou nt G
a- tthe
Notice that when you change the page title in the page header,
i m u e name in the page
dpage
tile is also updated. t S
fapage asisdescribed
10. Save the app, and preview the Product Revenue
a n @ t h in previous practice.
h us
k TiletoPage e
Applying Spotlight Formattingainnthe
1. Click Edit Layout to return
s a e n seApp Designer, then in the pages list, select the
ltomthe Mobile
Product Revenue n (
page. l ic
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Practices for Lesson 18: Creating Mobile Applications with Oracle Business Intelligence Mobile App Designer
Chapter 18 - Page 28
2. Select the tile layout cell to display the Tile tab in the ribbon. On the Tile tab, click the
Stoplight icon.
Unauthorized reproduction or distribution prohibited Copyright 2015, Oracle and/or its affiliates
a
) has
c om ide
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3. The Stoplight dialog box is displayed. Verify that Enabled
a -isgselected.
d e nUnder Select
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
4. Under Select Measures and Set Threshold Values, make the following selections as
described in the screenshot below and click OK:
Unauthorized reproduction or distribution prohibited Copyright 2015, Oracle and/or its affiliates
s a
)h a
m
coof theubars
5. With Stoplight formatting enabled, you want to change the color scheme
u p i dein the
chart to white, to provide a better contrast against the Stoplighto
g r background.
n t GIn the layout
cell, select the chart. -
a tude
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Practices for Lesson 18: Creating Mobile Applications with Oracle Business Intelligence Mobile App Designer
Chapter 18 - Page 30
6. Under the Data Source hierarchy, expand the Properties list. Then expand Chart Plot
Area. Then click the cell next to Series 1 Color.
Unauthorized reproduction or distribution prohibited Copyright 2015, Oracle and/or its affiliates
s a
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m
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p
g r ou nt G
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idisplayed.
7. The Color Picker
K
dialog
h ab box
l eis Select the white color tile, and then click OK.
l m an sfer
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
8. Finally, instead of bars, change the chart type to Line. On the Chart tab, select Chart
Types > Line > Vertical Line.
Unauthorized reproduction or distribution prohibited Copyright 2015, Oracle and/or its affiliates
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) has
c om ide
The bar chart is changed to a line chart.
r o up t Gu
9. Save the app and preview the Product Revenue page
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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
Creating Subpages for Additional Detail
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.
Unauthorized reproduction or distribution prohibited Copyright 2015, Oracle and/or its affiliates
s a
a
)h
m
co uide
p
g r ou nt G
i m a- tu de
2. Notice that Page 4 is added as a subpage of Productt Revenue.
fa4. is S
enter edit mode, then enter Detail to replace Page
Double-click Page 4 to
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Practices for Lesson 18: Creating Mobile Applications with Oracle Business Intelligence Mobile App Designer
Chapter 18 - Page 33
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.
Unauthorized reproduction or distribution prohibited Copyright 2015, Oracle and/or its affiliates
a
) has
c om ide
r o up t Gu
4. Next, add a chart. Click the Insert tab, then drag the m a
Chart
-gicon todtheenfirst layout cell,
under Product Type. Drag columns REVENUE (for f ti value)Sand
achart tu PRODUCT (for chart
label) to the chart area.
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Practices for Lesson 18: Creating Mobile Applications with Oracle Business Intelligence Mobile App Designer
Chapter 18 - Page 34
5. Save the app and preview the Product Revenue tile page.
Unauthorized reproduction or distribution prohibited Copyright 2015, Oracle and/or its affiliates
a
6.
has
Click the Cell Phones tile to view the Detail subpage for Cell Phones.
)
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Notice that the page is automatically filtered by the tile you clicked on the main page.
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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Practices for r o up t G19:
Lesson
u
a -g den
Using m StBusiness
atiOracle u
f
@ this Delivers
Intelligence
a n
k h Chapter
u se19
a n t o
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n Kh rab
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no
Practices Overview
In these practices, you use Oracle BI Delivers to create and run an agent.
Unauthorized reproduction or distribution prohibited Copyright 2015, Oracle and/or its affiliates
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Goal
In this practice, you create an agent and deliver it to a dashboard.
Scenario
Unauthorized reproduction or distribution prohibited Copyright 2015, Oracle and/or its affiliates
Create and test an agent that delivers an alert to a dashboard based on a condition.
Time
10-15 minutes
Task
1. Create an agent that delivers an analysis to a dashboard based on a condition.
a. If necessary, start Oracle Business Intelligence Presentation Services and sign in.
b. Click New > Agent in the Global Header to navigate to the Agent Editor. a
has
c. In the Agent Editor, start on the General tab to specify the priority of the agent and how
)
to send the delivery content.
c om ide
d. Set the following values:
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Priority Normal
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Run As Recipient
f atim is Stu
2. Set the schedule.
h a n@ e th
a. Click the Schedule tab.
a n k to us
b. Verify that scheduling is
s a l menabled.
e n se
n (
c. Set frequency to Once.
l c
iand
d. Confirm that a
h ab
the start l e
date time are set to the current date and time.
K r
l m an all other
e. Leave
s f esettings as they are.
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.
s a
g. Click Test to test the condition.
)h a
h. m
Click OK in the Test message box with the message The condition evaluates to True.
co uide
i. Click OK to close the Create Condition dialog box. p
j. Verify your work: g r ou nt G
i m a- tude
f at is S
h a n@ e th
s
a nk to u
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a n e l ic
Kh Content
4. Click the Delivery
l
ab tab to identify the content that will be delivered by the agent.
a n f e r
a. lm
a a n s APAC Region 2009 as the Subject.
Enter Products
Sb. Select
n r
-t Analysis in the Content drop-down list.
o
c.n Click Browse to open the Choose Delivery Content dialog box.
d. Expand the My Sales folder.
e. Select the Products - APAC Region 2009 analysis.
f. Click OK.
g. Verify that (Device default) is selected in the Format drop-down list.
5. Click the Recipients tab to identify recipients of the agent.
a. Select your username, for example, weblogic.
b. Notice that you can add and delete recipients. For the purpose of this practice, leave
only your username in the Select Recipients list.
c. Notice the Publish Agent for subscription option, which allows other users to
subscribe to the agent. You can also add users as subscribers and use the
Unsubscribe button to remove them. Note that agents that are published for
subscription must be saved in a shared folder so that they can be accessed by other
subscribers. For the purpose of this practice, leave the Publish Agent for subscription
option deselected.
b. In the Save Agent dialog box, save the agent as Products APAC Region 2009 in the
My Sales folder.
8. Test the agent.
a. Click the Run Agent Now button .
b. Verify that the Agent is running in the Running Agent dialog box:
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) has
c om ide
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a -g den
f atimreceive
c. When the agent has run successfully, you should
i s S atu
confirmation:
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a lma ransfe
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d.noClick OK.
9. 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.
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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Practices for r o up t G20:
Lesson
u
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atim is Stuthe
Administering
f
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@ th
e
Catalog
nk Chapter
t o us 20
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Practices Overview
In these practices, you administer the Oracle BI Presentation Catalog.
Unauthorized reproduction or distribution prohibited Copyright 2015, Oracle and/or its affiliates
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Goal
In this practice, you administer access to objects in the Presentation Catalog, modify system
privileges, and manage permissions for users and roles.
Unauthorized reproduction or distribution prohibited Copyright 2015, Oracle and/or its affiliates
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
Task s a
1. Sign in as a new user, Brian Berry, to authenticate the user. )h a
c m
o If Oracle
e
a. If necessary, start Oracle Business Intelligence Presentation Services.
Business Intelligence Presentation Services is already open,u p
click Sign u
Out
idand then
g r t G been added
o has nalready
sign back in as BBERRY with password BBERRY12. This
i m a- tude
user
to the Oracle BI security realm for this training environment.
f t userSis indicated at the far right of
acurrent
b. Verify that you are logged in as BBERRY. The
a n @ this
the Global Header.
k h u se
a n t o
2. Examine the roles assigned m
al to BBERRY.
ns e
( s
a. Click BBERRYnin the Global c e
li Header and select My Account.
h a l e
btab of the My Account dialog box, notice that the Starting Page is
a n Kset ftoeMy
b. On the Preferences
currently raDashboard. Explore some of the other settings available on the
a lm n s
Sc. Click
n - ra Roles and Catalog Groups tab.
Preferences
tthe tab.
no
d. 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.
3. 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.
a -g den
BI Author Role: Grants permissions necessary to create and edit content for others to
atim is Stu
consume. Any member of the BI Authors group is explicitly granted this role and
f
a n@ e th
implicitly granted the BI Consumer Role.
BI Consumer Role: Grants permissions necessary to consume content created by
h s
nk to u
others. Any member of the BI Consumers group is explicitly granted this role.
a
s a lm nse
f. Click Cancel to close the My Account dialog box.
4. n ( i ce
Explore the permissions for an analysis.
a l
K h able
a. Click the Catalog link in the Global Header to navigate to the Catalog page.
l m an sfer
b. In the Folders pane, select My Folders > My Sales.
Sa n-tran
c. In the object list, select the Product Sales analysis.
no
d. Notice that when you select an object in the catalog, the Tasks pane is populated with
options that you can click to use, modify, or link to the object. Depending on your
permissions, you can perform different tasks for a selected object. Some of these
include creating shortcuts to an object for reference in other parts of the catalog,
copying, renaming, archiving, and restoring. Explore the options available in the Tasks
pane, and note that these are also available by clicking the More link for an object on
the Catalog page or on the Home page.
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s a
h. Click Cancel. )h a
m
o examine
i. Click the Permission drop-down list next to BI Administrator Role
u p cand u ideworking
the
different permissions you can assign to the object. Note that
g
because
ro ntwhich G is available
you are
with analysis permissions, you do not see the Traverse - permission,
decatalog.
thea
for Catalog folders, and allows users to traverseim folder tinuthe
t
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a n @ th
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l
Kh rabUser. Observe Delete icon is enabled. Click it.
j. Select n Authenticated
a lma ransfe
S n-t
no
e. Hover your cursor over the Custom permission to view a popup of the custom
a
has
permissions (Read and Execute).
f. )
Select Modify from the Set Permission to drop-down list. This setting pertains to any
c om ide
roles, users, or groups that you add to the Selected Members list.
r o up t Gu
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f atim is Stu
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a nk to u
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h. Click OK.
i. 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.
i. Drag the new shortcut from the list to Shared Folders > weblogic.
j. Select Shared Folders > weblogic and confirm that Shortcut to Product Sales is
visible.
k. 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:
s a
)h a
7. Explore another users access to the shortcut object. m
o ide
cusing
a. Sign out of Presentation Services and sign back in as Brian Berry p
u t GBBERRY u as the
username and BBERRY12 as the password. g r o n
a -the d e
b. Navigate to the Shared Folders > weblogic folder
a t i m Stu page.
on Catalog
c. Select Shortcut to Product Sales. The shortcut
@ f is visibleis because it is in a folder that
a n
is visible to any user with the BI Administrator e
or t
BIhConsumer role. However, notice
k h s
a nis to viewtothisuobjects
also that limited links and tasks are available for the shortcut. In the Tasks pane, notice
that the only available option
disabled. The samesis a m for the
ltrue n s e drop-down list.
More
properties. All other options are
a n ( l i ce
K h able
l m an sfer
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no
( s alm ense
Product Sales analysis.
n l ic
c. Add the BI Consumer Role account with Full Control. Recall that BBERRY is a
a e
Kh rab l
member of BI Consumer Role.
n
a lma ransfe
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d. 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 .
e. Click OK to save your changes.
f. Sign out, and then sign back in with BBERRY as the username and BBERRY12 as the
password.
h. Add the 2 Billed Quantity measure (under Facts > Base Facts) to the analysis.
s a
)h a
m
co uide
i. Save the analysis. Notice that no error message is displayed. p
9. Change the privileges to deny the BI Author Role (and, with g r
it,
ou Berry)
Brian n t Gaccess to the
-
a Roletaway defrom Brian Berry.
Analysis Editor. Another approach is to take the BI Author
t i m u
S username and password.
a. Sign out of Presentation Services and sign back
@ fa in with i s your
If necessary, confirm that you do notawant n to savee h
t changes to the analysis.
b. Click the Administration link. k h
that s
u link is available only to users with the BI
a nRecall t o this
Administrator Role.
s lm under
apage, e n sethe Security section, click the Manage Privileges
c. On the Administration
n ( l ic
link. a l e
d. Review n Kthehprivileges
rab on the Manage Privileges page. By default, these privileges are
lm a
assignedn f e
s in some cases, explicitly denied) to roles, allowing for more streamlined
(and
a
S n-t r a
management of system privileges. Specifically, notice that the Access to Answers
noBI Author Role. determines which users can access the Analysis Editor, is assigned to
privilege, which
a
) has
c om ide
r o up t Gu
a -g ddrop-down
f. In the Privilege dialog box, select Denied from the Permissions
e n list.
f atim is Stu
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s
a nk to u
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h. Click the Back button on the right (not the browser back button) to save your changes.
i. Sign out.
j. Sign back in as BBERRY/BBERRY12.
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:
a
) has
c om ide
r o up t Gu
a -g den
n. Use the preceding steps to reverse your work f a timgrant SthetuAccess to Answers
and
privilege to BI Author Role.
a n @ this
k h u se
a n t o
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Goal
In this practice, you create, save, and view a Briefing Book.
Scenario
Unauthorized reproduction or distribution prohibited Copyright 2015, Oracle and/or its affiliates
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
a
has
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.
c om ide
r o up t Gu
a. If necessary, start Oracle Business Intelligence Presentation Services and sign in.
-g den
b. Use the A Sample Sales subject area to create the following analysis:
a
f atim is Stu
h a n@ e toththe analysis.
c. In the Results tab, add a vertical bar
k Graph
nthe t o us
graph view
d. In the Compound Layout, drag a view to the right of the Table view.
e in the My Sales folder.
lm RepnsRevenue
e. Save the analysis as
( s aSales e
a n
f. Open My Dashboard l
inethe icDashboard editor.
Khdashboard l
g. Add n
a a new
f e rab page named Sales Rep Performance.
h. lm
a n s Rep Revenue analysis to the page.
Add the Sales
a
Si. Save
n r
-t and run the dashboard. The new dashboard page should look similar to the
o
n screenshot:
refresh the content whenever the Briefing Book is downloaded or when it is specified
as an agent.
c. Enter a description for the Briefing Book, such as This briefing book provides
revenue information for sales reps by year.
d. Click Browse to open Save As dialog box.
e. Save the Briefing Book as My Sales Rep Briefing Book in My Sales folder.
f. Click OK to save the Briefing Book for the entire dashboard page. The Save Briefing
Book Content dialog box should look similar to this:
a
) has
c om ide
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s
a nk to u
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h. Click OK.
b. When prompted by your browser, save the Briefing Book on your desktop. You can
a
has
share the PDF, print it, and so forth.
)
c om ide
r o up t Gu
a -g den
f atim is Stu
h a n@ e th
s
a nk to u
( s alm ense
a n e l ic
Kh rab l
n
a lma ransfe
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n o
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.
e. Save and run the dashboard. Notice that the Add to Briefing Book link is now available
for this analysis.
l. Click OK in the Save Briefing Book Content dialog box. You should get a confirmation
message Successfully added to the Briefing Book.
Copyright 2015, Oracle and/or its affiliates. All rights reserved.
n. Scroll to the third page, where the new updated version has been added, and confirm
that the new column appears.
a
) has
c om ide
r o up t Gu
a -g den
f atim is Stu
h a n@ e th
s
o. Close the PDF. a nk to u
( s alm ense
a n e l ic
Kh rab l
n
a lma ransfe
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no
Goal
In this practice, you work with favorites.
Scenario
Unauthorized reproduction or distribution prohibited Copyright 2015, Oracle and/or its affiliates
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
Task
s a
1. Add objects to favorites.
) h a
a. You should still be signed in with your username and password. If not,
c m
o signiin.e
b. In the Catalog, navigate to the Product Sales EMEA Region
d
up2009t analysis.
u
c. Click the More link, and then click Add to Favorites. -g
r o n G
a d e
d. Click Favorites in the Global Header and confirm
f a timthat Product
S tu Sales EMEA Region
2009 has been added.
a n @ this
e. Repeat theses steps for the Formatted
k h Sales u seby Country analysis.
f. Locate APAC Region Sales a nwith Graph
t o on the Home page or in the Catalog and click
Edit to open the analysis m
al in the e
s Editor.
nAnalysis
n (
g. In the Global Header,
s l
placei c e
the cursor over Favorites and click Add to Favorites.
h. ConfirmK
a
h the object
that l e
b is added to your favorites list.
n r a
a lma ransfe
S n-t
no