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Oracle BI 11g R1: Create

Analyses and Dashboards

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Activity Guide

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D63510GC10
Edition 1.0
October 2010
D69321

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Authors

Copyright 2010, Oracle and/or its affiliates. All rights reserved.

Dan Hilldale

Disclaimer

Lea Shaw

Technical Contributors
and Reviewers
Nikki Sanger

This document contains proprietary information and is protected by copyright and other intellectual property
laws. You may copy and print this document solely for your own use in an Oracle training course. The document
may not be modified or altered in any way. Except where your use constitutes "fair use" under copyright law,
you may not use, share, download, upload, copy, print, display, perform, reproduce, publish, license, post,
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The information contained in this document is subject to change without notice. If you find any problems in the
document, please report them in writing to: Oracle University, 500 Oracle Parkway, Redwood Shores, California
94065 USA. This document is not warranted to be error-free.

Abhinav Agarwal
Jacques Vigeant
Phillip Scott

Restricted Rights Notice

Scott Silbernick

If this documentation is delivered to the United States Government or anyone using the documentation on
behalf of the United States Government, the following notice is applicable:

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Graphic Editor

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The U.S. Governments rights to use, modify, reproduce, release, perform, display, or disclose these training
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Trademark Notice

Editors

Oracle and Java are registered trademarks of Oracle and/or its affiliates. Other names may be trademarks of
their respective owners.

Malavika Jinka
Raj Kumar

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Aju Kumar

Publishers

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Shaik Basha
Michael Sebastian Almeida

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Contents

Practice 1-1:
Practice 2-1:
Solutions 2-1:
Practice 3-1:
Solutions 3-1:
Practice 4-1:
Solutions 4-1:
Practice 4-2:
Practice 4-3:
Practice 4-4:
Practice 4-5:
Solutions 4-5:
Practice 4-6:
Practice 5-1:
Practice 5-2:
Practice 6-1:
Solutions 6-1:
Practice 6-2:
Practice 6-3:
Practice 6-4:
Practice 6-5:
Practice 7-1:
Practice 7-2:
Practice 8-1:
Solutions 8-1:
Practice 9-1:
Solutions 9-1:
Practice 9-2:
Practice 10-1:
Practice 11-1:
Practice 12-1:
Practice 13-1:
Practice 14-1:
Practice 15-1:
Case Study:
Solutions:
Case Study:

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Exploring Oracle BI Presentation Services............................................. 1


Creating Analyses .................................................................................. 6
Creating Analyses ................................................................................ 22
Administering Presentation Catalog Objects and Permissions
with Users and Roles............................................................................ 23
Administering Presentation Catalog Objects and Permissions
with Users and Roles............................................................................ 33
Adding Filters to an Analysis ................................................................ 34
Adding Filters to an Analysis ................................................................ 39
Adding an Inline Prompt to an Analysis ................................................ 40
Using a Saved Analysis as a Filter ....................................................... 45
Editing SQL for a Column Filter ............................................................ 47
Using Selections to Manage Analysis Results ..................................... 49
Using Selections, Groups, and Calculated Items
to Manage Analysis Results ................................................................. 58
Adding Groups and Calculated Items to an Analysis............................ 59
Combining Analyses Using Set Operations.......................................... 65
Executing a Direct Database Analysis.................................................. 69
Modifying and Formatting Views .......................................................... 72
Modifying Views.................................................................................... 92
Using Master-Detail Linking in Views ................................................... 93
Adding a Column Selector to an Analysis ............................................ 96
Using the Table View.......................................................................... 100
Working with Views ............................................................................ 105
Showing Results as a Gauge ............................................................. 112
Using Map Views ................................................................................ 115
Measuring Results with KPIs .............................................................. 120
Measuring Results Using KPIs ........................................................... 127
Working with Pivot Tables .................................................................. 128
Showing Results with Pivot Tables..................................................... 136
Displaying Running Sums in Pivot Tables .......................................... 137
Adding Content and Pages to a Dashboard ....................................... 141
Embedding Content in a Dashboard .................................................. 150
Using Prompts to Filter Dashboard Data ............................................ 154
Creating and Delivering an Agent....................................................... 165
Integrating Analyses with Microsoft Office.......................................... 170
Working with Oracle BI Briefing Books ............................................... 179
Building Analyses to Embed in a Dashboard...................................... 190
Building Analyses to Embed in a Dashboard...................................... 194
Creating Dashboards.......................................................................... 201

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Lesson 1: Introduction to Oracle Business Intelligence Enterprise Edition

Practice 1-1: Exploring Oracle BI Presentation Services


Goals

To gain familiarity with the main elements of the BI EE user interface

Scenario

Log in to Oracle BI Presentation Services and navigate the Home page, examining the
search capabilities and the global header options to familiarize yourself with common tools,
options, objects, and editors.

Time

1015 minutes

Instructions
Upon logging in to Oracle Business Intelligence Enterprise Edition (Oracle BI EE), users are
presented either with a personal dashboard or with the Home page. The Home page is a taskoriented centralized page that combines with the global header to provide access to Oracle BI EE
objects and their editors required by report and dashboard developers. Explore the Home page
and global header to familiarize yourself with the multiple available approaches to navigate to
areas of Oracle BI EE that support your work.
1. Start Oracle Business Intelligence Presentation Services.
a. In a browser, enter http://localhost:9704/analytics.
b. Enter the following information to sign in:
User ID

weblogic

Password

welcome1

c. Click Sign In.

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2. In the left pane of the Home page, explore the Create section, which provides quick access to
editors for many Oracle Business Intelligence object types. When you create an object, the
appropriate editor is launched so that you can quickly begin creating and working with objects.

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Clicking the links for Analysis launches the Analysis Editor, in which you create ad hoc BI
Oracle BI 11g R1: Create Analyses and Dashboards

Lesson 1: Introduction to Oracle Business Intelligence Enterprise Edition

analyses. Similarly, clicking the Report link opens BI Publisher to build reports; clicking the
Agent link launches Oracle BI Delivers to create and run agents. Explore the other options
available under the Create section.
3. In the Browse/Manage section, you can browse and search the saved Oracle BI objects in the
Presentation Catalog.
a. Click the All Content link and select Browse Oracle BI Presentation Catalog. Either this
option or the Search option opens the Catalog page, which includes tools and panes allowing
you to explore the available Catalog folders or search in them. When you browse the
Catalog, the Folders pane is displayed to the left of the list of selected folders and objects.
as
You can toggle to the Folders pane by using the Show/Hide Folders Pane button
well.

As in most editors and other areas of Oracle BI, shared tools are available as buttons on the
Catalog page. These tools are available whether you are searching or browsing the Catalog.
The Up button
enables you to navigate up the folder tree in the Folders pane when
browsing, or to move to the parent folder of an object or folder in the objects list. Click the
Refresh button

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to refresh both the list and the Folders pane.

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b. Click the Search button


to search the Catalog by using the Search pane. Enter
SupplierSales in the Name field, select All from the Location drop-down list, and click the
Search button to search the Catalog for the default subject area folder.

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c. In the global header, notice that you can also enter criteria for any type of object in the
Catalog and click the Search button

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to run the search on the Catalog page.

d. In the Catalog list, notice that you can sort objects by type (for example, filters, analyses,
folders, or dashboards) and you can sort them by object properties. Toggle to the Folders

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pane.

e. Select the Subject Area Contents folder in the My Folders folder in the Folders pane, then
select the folder in the Catalog list. The toolbar on the Catalog page is context-sensitive,
depending on the object type you select. You can copy
Catalog, or delete them

and paste

objects in the

using the toolbar buttons. Depending on the object type selected,

you can also open


, edit , print
, or export
. Notice that underneath the column
or other object are links that allow you to perform these and other actions with selected
objects. Some of these additional actions include setting properties and permissions,
archiving and restoring objects, renaming them, or creating shortcuts to them for storage in
other parts of the Presentation Catalog. Any stored object appearing on the Catalog page or
Home page can be edited or manipulated by using these links.

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f. At the bottom of the page, notice that these options are also available in the Tasks pane,
which contains context-sensitive tasks that can be performed against a selected object. The

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Oracle BI 11g R1: Create Analyses and Dashboards

Lesson 1: Introduction to Oracle Business Intelligence Enterprise Edition

name of the object to which the task you select will be applied is listed above the options.

g. Click the Home link in the global header to navigate back to the Home page. Below the
Catalog Folders in the Browse/Manage section, there are a number of predefined searches to
bring back different objects belonging to you that are stored in your personal Catalog folders.

h. Click the My Analyses link and note the wildcard search and object type in the Search pane
of the Catalog page.

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i. Return to the Home page.

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4. In the Recent Dashboards list, all of the recently accessed dashboards are listed. Because you
have yet to create or access dashboards, this list is not significantly populated yet. In the Others
list, any nondashboard object is listed for immediate access. Examples include analyses, filters,
groups, calculated items, Key Performance Indicators, and so on.
a. Click the Open link for the Basic Region Sales analysis in the Recent list. The analysis opens
for viewing.

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Oracle BI 11g R1: Create Analyses and Dashboards

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b. You can also open items from a recent list or the Catalog using the Open button in the global
header. Click the Open button and select the Basic Region Sales analysis link in the Recent
list.
c. Navigate back to the Catalog page and select the Basic Region Sales analysis in the object
list. Expand the Preview Pane to preview the analysis.

Note that when you select an item that can be previewed and the Preview pane is expanded,
the item is executed. For performance reasons, the default is to keep the Preview pane
minimized when navigating objects on the Catalog page. Minimize the Preview pane.
d. Click the Edit link for the Basic Region Sales analysis to open in the Analysis Editor. You
use this editor to create, edit, and format analyses in subsequent practices.
e. 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.

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Oracle BI 11g R1: Create Analyses and Dashboards

Lesson 2: Working with Analyses

Practice 2-1: Creating Analyses


Goals

To create and format analyses

Scenario

You need to query data from the Supplier Sales subject area and format the results. You
will have saved formatted analyses including attribute, hierarchical, and measure columns
to return business intelligence data. You first create an attribute column analysis, then an
analysis with a hierarchical column. After saving each in the Presentation Catalog, you
format the results and explore some of the other options available in the Analysis Editor.

Time

2530 minutes

Instructions

1. If necessary, start Oracle Business Intelligence Presentation Services.


a. In a browser, enter http://localhost:9704/analytics.
b. Enter the following information to sign in:
User ID

weblogic

Password

welcome1

c. Click Sign In.

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2. On the Home page, click Analysis in the Create section to navigate to the Analysis Editor.

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3. In the Select Subject Area pop-up, click SupplierSales. The SupplierSales subject area appears
in the Subject Areas pane in the Analysis Editor.
4. Expand the Customer dimension to display its columns.
5. List the columns in the Customer dimension:

6. Create an analysis for customers by state.


a. In the Customer dimension, drag the State column into the Selected Columns pane. What
happens in the right pane?

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b. In the Customer dimension, double-click the Customer column. What happens in the right
pane?

7. Review the results of the analysis you just created.


a. Click the Results tab. Notice that the results appear in a table format within 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.
b. Scroll down and click the Next Page button

to view the next set of rows in the table.

c. Click the All Pages button


to view all the rows in the table.
d. How many rows of data are in the table for this analysis?
e.

In the Compound Layout, click the Edit View button for the Table view.

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f. Click the Table View Properties button


to explore the properties that you can set for the
table in the Table Properties dialog box.
g. Click Cancel to close the Edit View dialog box.
h. Click the Refresh button
browser refresh.

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to refresh your results. This is the analysis refresh, not a typical

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8. Modify the analysis by adding a measure column.


a. Expand the Fact Sales folder. Notice that measure columns, which contain measures that
can change for each record and can be added up or aggregated in some way, are denoted with
a yellow column icon. Double-click the Dollars column to add it to the analysis, and check
your results:

b. Click Done to close the Table view editor and return to the Compound Layout.
c. Click the Criteria tab to verify that the Dollars column was added to your analysis criteria.

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9. Save the analysis in a new folder in the Shared Folder.


a. Click the Save Analysis button . The Save As dialog box appears.
b. Select Shared Folders in the Folders pane of the dialog box.
Oracle BI 11g R1: Create Analyses and Dashboards

Lesson 2: Working with Analyses

c.
d.
e.
f.
g.
h.
i.

Click the New Folder button


. The New Folder dialog box appears.
Name the new folder. Enter My Sales in the Name field.
Click OK. A new folder is created in Shared Folders.
Click the My Sales folder.
In the Name field, enter Sales by State.
Click OK.
The analysis is saved in the My Sales folder in the Shared Folders section of the Oracle BI
Presentation Catalog.

10. Create and view the results of an analysis, which includes the Product hierarchy.
a. In the Global Header, select New > Analysis.
b. In the Select Subject Area pop-up, click SupplierSales.
c. Expand the Product dimension and expand the Product hierarchical column to explore its
members, each of which represents a level in the Product hierarchy. Notice that hierarchical
columns are denoted by a hierarchical column icon
. What are the levels in the hierarchy?

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d. Double-click the Product hierarchical column to add it to the Selected Columns pane.
e. Expand the Fact Sales folder and double-click the Dollars column to add it to the analysis.
f. Click the Results tab. Notice that the Compound Layout, when an analysis includes a
hierarchy column, defaults to a pivot table.

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g. In the pivot table, expand the Product Total level of the hierarchy column to view the sales of
its child members in the hierarchy.

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Expand further to view the child members at each level in the hierarchy. When you reach the
last level in the hierarchy, known as the leaf level, notice that the level no longer has an

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Oracle BI 11g R1: Create Analyses and Dashboards

Lesson 2: Working with Analyses

expansion icon.

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i. Collapse the Product Total hierarchy level.


j. Click the Save Analysis button and save the analysis as Product Sales in the My Sales
folder in the Shared Folders section of the Oracle BI Presentation Catalog.

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11. View the saved analyses in the Catalog.


a. Click the Home link in the Oracle BI EE Global Header to navigate back to the Home page,
which offers multiple ways to easily access content in the Presentation Catalog. What are
some of the immediately visible ways to access the analyses you just created from the Home
page?

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b. In the Recent section, click the Open link for the Product Sales analysis. What happens?
c. Return to the Home page and click the Edit button for the Sales by State analysis. What
happens?

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Lesson 2: Working with Analyses

12. Modify the analysis to sort data by state, then by dollars in descending order.
a. Click the Criteria tab.
b. Click the More Options button
for the State column and select Sort > Sort Ascending.
The column icon changes to indicate an ascending sort .
c. Click the More Options button for the Dollars column and select Sort > Sort Descending.
The column icon changes to indicate a descending sort .
Note: The numeral 2 to the right of the measure column icon indicates that this is a
secondary sort. In this case, the State column represents the primary sort, as indicated by the
numeral 1 to the right of its attribute column icon.
13. Click the Results tab to verify the sort.

14. Format dollars to appear as currency in dollars.


a. Click the Criteria tab.
b. To create more space and simplify the analysis editor, click the sideways triangle button to
close the Subject Areas and Catalog panes.
c. Click the More Options button in the Dollars column and select Column Properties. The
Column Properties dialog box appears.
d. Click the Data Format tab.
e. Select the Override Default Data Format check box.
f. Select Currency from the Treat Numbers As drop-down list.
g. Select $ from the Currency Symbol drop-down list.
h. Select Minus: -123 from the Negative Format drop-down list.
i. Select 2 from the Decimal Places drop-down list.
j. Select the Use 1000s Separator option.
k. Click the Save As Default button and select Save as the system-wide default for FactSales.Dollars to save this formatting as the default for the Dollars column.
l. Click the Results tab to verify the formatting.

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15. Change the format again to appear as whole dollar amounts without decimal points.
a. Click the Criteria tab.
b. Click the More Options button in the Dollars column and select Column Properties. The
Column Properties dialog box appears.
c. Click the Data Format tab.
d. Select 0 from the Decimal Places drop-down list.

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Lesson 2: Working with Analyses

e. Click the Save As Default button and select Save as the system-wide default for FactSales.Dollars to save this formatting as the default for the Dollars column.
f. Click the Results tab to verify the formatting.

16. Center the alignment of the customer column.


a. Click the Edit View button

for the table below the title in the Compound Layout.

b. In the Layout Pane, click the More Options button


for the Customer column and select
Format Values. The Edit Format dialog box appears.
c. In the Cell section, select Center from the Horizontal Alignment drop-down list.
d. Click OK.

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e. Open the Edit Format dialog box again to copy the format you applied to the Customer
column.
f. Click the Copy Cell Format button
and click Cancel to close the dialog box.

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17. Repeat the process and set the Vertical Alignment of the State column to Center and examine the
results.

18. Open the Edit Format dialog box for the State column and paste the formatting from the
Customer column cells by clicking the Paste Cell Format button
. Click OK and verify the
results.

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19. Return the Customer and State column settings back to the defaults and check the results. You
can do this by either resetting to defaults in the drop-down list in the Edit Format dialog box or

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Lesson 2: Working with Analyses

clicking the Reset Defaults button . Finally, explore some of the other formatting options
available in the Edit Format dialog box. When you understand the options, click OK to close the
dialog box.
20. Modify and format the Customer column heading in the Table editor. This change only affects
the column heading in the Table view. Later, you will set a column heading globally for the
column.
a. In the Layout Pane, click the More Options button for the Customer column and select
Format Headings. The Edit Format dialog box appears.
b. Enter Customers in the Caption field.
c. Change the Background Color to orange.
i. Click the Background Color selector. The Color Selector dialog box appears.
ii. Select orange and click OK.
d. Click OK.
e. Verify in the Preview pane that the changes you have made have taken effect.

21. Click Done to save your changes, close the Table editor, and return to the Compound Layout
view.

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22. Within the default Compound Layout, each of the views it includes resides in a container.
Modify the containers within the Compound Layout to change their background color to yellow
and add spacing and indent the Table view.
a. In the container for the Table view in the Compound Layout, click the Format Container
button
. The Format Container dialog box appears.

b.
c.
d.
e.
f.

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Click the Background Color selector. The Color Selector dialog box appears.
Select yellow and click OK.
Expand the Additional Formatting Options.
Enter 10 in the Indent (Left Padding) and Top Padding fields.
Click OK.

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Lesson 2: Working with Analyses

g.

Change the background color of the Title views container in the Compound Layout to
yellow and verify that your spacing and background color changes have been applied.

23. Preview how the Compound Layout will appear in a dashboard.


a.

Click the Show how results will look on a Dashboard button

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b. When you have examined the results, close the dashboard previews browser window to
return to the Analysis Editor.

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24. Modify the Customer column heading in the Column properties. This change will affect the
column in any view of the analysis.
a. Click the Criteria tab.
b. In the Selected Columns pane, click the More Options button
for the Customer column
and select Column Properties. The Column Properties dialog box appears.
c. Click the Column Format tab.
d. Select the Custom Headings check box.
e. Enter Customer Name in the Column Heading field. Leave the folder heading as the default,
Customer. Notice that if you have the correct permissions from the administrator, and
depending on the security settings on the servers, you can select the Contains HTML Markup
option to include HTML tags, Active-X objects, and JavaScript and VBScript to your
headings.

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f. Click OK.
25. Navigate to the Results and Criteria tabs and verify that the new name appears in both places.
a. Click the Results tab to view the table in the Compound Layout. Notice that the name you
set globally is not reflected in your results. This is because the caption you set for the column
in the Table editor overrides the global setting you just added to the column on the Criteria
tab.

b.

To verify that your global change was applied, click the Criteria tab and verify that the new
column heading is reflected.

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26. Set up conditional formatting on the Dollars column.


a. In the Selected Columns pane, click the More Options button for the Dollars column and
select Column Properties.
b. Click the Conditional Format tab in the Column Properties dialog box.
c. Click the Add Condition button.
d. Select Dollars from the drop-down list. The New Condition dialog box appears.
e. Select is less than from the Operator drop-down list.
f. Enter 250000 in the Value field.
g. Click OK. The Edit Format dialog box appears.
h. Click the Color button.
i. Select red from the color selector and click OK.
j. Select Bold from the Style drop-down list.
k. Click OK.
l. Repeat the process and create the following conditional formatting:

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Criteria

Operator/Value

Color

Style

Dollars

Is between 250000 and 500000

Blue

Bold

Dollars

is greater than 500000

Green

Bold

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Lesson 2: Working with Analyses

m. Click OK to close the Column Properties dialog box after you finish.
n. Click the Results tab to view the conditional formatting.

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o. Save this analysis as a new analysis.


i.
ii.

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Click the Save As button .


Name the analysis Formatted Sales By State and save it in the My Sales folder.

27. Open the Product Sales analysis and format the member levels.
a. Click the Open button in the Global Header and, in the Recent list, select the Product Sales
analysis.
b. Click the Criteria tab.
c. Click the More Options button for the Product hierarchy column. Notice that you can set
column properties globally, similarly to attribute columns.
d. Expand the hierarchy by clicking the plus sign to the left of the hierarchy column icon.

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e. Click the More Options button for the Product Total level and select Hierarchy Level
Properties. The Hierarchy Level Properties dialog box appears.

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Lesson 2: Working with Analyses

f. In the Font section, select blue as the color and select Bold from the Style drop-down list.
g. Click OK.
h. Click the Results tab to verify that the level is displayed as expected.

i. Save the analysis.


28. Add formulas to the Formatted Sales by State analysis.
a. Using either the Home page or the Global Header, open the Formatted Sales by State
analysis.
b. Add a formula to the analysis to increase the dollar amount by 10 percent.
i. In the Selected Columns pane of the Criteria tab, click the More Options button for the
Dollars column and select Edit Formula. The Edit Column Formula dialog box appears.
ii. Click at the end of the column name in the Formula field.
iii. Click the Multiply button

in the Formula Editor.

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Lesson 2: Working with Analyses

iv.

Enter 1.10.

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Click OK and verify that the dollar amount increases in your results. Notice that the
expression now appears as the column heading and the default formatting for dollars is
no longer in effect, so that the dollar amounts again appear as numbers rather than as
currency.

c. Add a formula to the analysis to rank customers by dollar sales and sort by state.
i.
On the Criteria tab, click the More Options button for the Dollars column and select
Edit Formula. The Edit Column Formula dialog box appears.
ii. Select the text in the Formula field.
iii.

Click the Insert Function button

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. The Insert Function window appears.

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Expand the Aggregate functions group and select Rank. Notice that a description of the
Rank function appears at the bottom of the window.

iv.

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Click OK.

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vi.

Click OK and, on the Results tab, verify that your results are ranked. Notice that the
ranked values retain the currency data formatting you set earlier.

vii. On the Criteria tab, click the More Options button for the Dollars column and select
Edit Formula.
viii. Complete the syntax by adding the by statement to the expression in the Column
Formula field: Rank(Fact-Sales.Dollars*1.10 by ).
ix. With your cursor at the end of the expression in the Formula field (inside the
parentheses), add the State column by selecting it in the Supplier Sales subject area in
the Available field.
(1) Expand the Customer table and select the State column.
(2) Click the Add Column button

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Select the Custom Headings check box.


In the Column Heading field, enter RANK(Dollars by State).
Click OK.
Check your analysis on the Criteria tab:

d. Change the format of the column to eliminate the $ sign from the custom formatting because
now you will be showing results as a rank.
i.
In the RANK(Dollars By State) column, click the More Options button and select
Column Properties.
ii. Click the Data Format tab.
iii. Select Override Default Data Format.
iv. In the Treat Numbers As drop-down list, select Number.
v. Click OK.

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e. Click the Results tab to view the results.

29. Save this analysis as a new analysis.


a. Click the Save As button.
b. Name the analysis Ranked Sales by State and save it in the My Sales folder.

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Solutions 2-1: Creating Analyses


Answers
5.

List the columns in the Customer table:


Region, Sales District, Sales Rep, Customer, Address, Phone, City, State, Zip Code, and
Route Code

6.a.

In the Customer dimension, drag the State column into the Selected Columns pane. What
happens in the right pane?
The State column is added to the analysis criteria in the Selected Columns pane.

6.b.

In the Customers table, double-click the Customer column. What happens in the right
pane?
The Customer column is added to the analysis criteria in the Selected Columns pane.

7.d.

How many rows of data are in the table for this analysis?
136

10.c.

What are the levels in the hierarchy?


Product Total, Type, Subtype, Generic, Specific.

11.a

Click the Home link in the Oracle BI EE Global Header to navigate back to the Home
page, which offers multiple ways to easily access content in the Presentation Catalog. What
are some of the immediately visible ways to access the analysis you just created from the
Home page?
You can select the analysis in the Recent list, search the Presentation Catalog under
Browse/Manage, or click Open to open analyses within the Catalog.

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11.b.

In the Recent section, click the Open link for the Product Sales analysis. What happens?
The analysis is executed and the results are displayed in the default Compound Layout.

11.c.

Return to the Home page and click the Edit button for the Sales by State analysis. What
happens?
The analysis is opened in the Analysis Editor, where you can manipulate its contents,
formatting, and views.

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Lesson 3: Aministering the Presentation Catalog

Practice 3-1: Administering Presentation Catalog


Objects and Permissions with Users and Roles
Goals

To administer access to objects in the Presentation Catalog and system privileges,


managing permissions for users and roles

Scenario

You are the Oracle Business Intelligence administrator and must manage access to and
permissions for analyses, dashboards, and other objects so that only the appropriate users
can see certain information.

Time

1520 minutes

Instructions
1. If necessary, start Oracle Business Intelligence Presentation Services.
a. In a browser, enter http://localhost:9704/analytics.
2. Sign in as Brian Berry to authenticate the user.
a. Enter the following information to log in:
User ID

BBERRY

Password

BBERRY12

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b. Click Sign In.


c. Verify that you are logged in as BBERRY by confirming who has signed in. The current user
is indicated at the extreme right of the Global Header. BBERRY is an authenticated user.

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3. Examine the roles assigned to the user.


a. Click BBERRY and select My Account.
b. On the Preferences tab of the My Account dialog box, notice that the Starting Page is
currently set to My Dashboard. Explore some of the other settings available on the
Preferences tab.
c. Click the Roles and Groups tab.
d. What default system roles are assigned to the user? Why?

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e. Click Cancel.
f. Click Sign Out to sign the user out.

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4. Sign back in to Oracle Business Intelligence Presentation Services using weblogic as the
username and welcome1 as the password. Notice that an Administration link now appears. This
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Lesson 3: Administering the Presentation Catalog

is because the weblogic user has been assigned the BIAdministrator role. Using the steps
outlined in the preceding paragraphs, verify the roles that weblogic belongs to.

The weblogic user is the administrative user, created during installation of the Business
Intelligence Enterprise Edition (BI EE). As such, by default, this user is a member of the
BIAdministrators group, which is granted the BIAdministrator role, which in turn has the most
expansive object permissions and system privileges assigned to it. The recommended
methodology for assigning permissions is to use roles, of which the following three appear as
system roles in a default installation of BI EE:
BIAdministrator: Grants administrative permissions necessary to configure and manage the
Oracle Business Intelligence installation. Any member of the BIAdministrators group is
explicitly granted this role and implicitly granted the BIAuthor and BIConsumer roles.
BIAuthor: Grants permissions necessary to create and edit content for others to consume. Any
member of the BIAuthors group is explicitly granted this role and implicitly granted the
BIConsumer role.
BIConsumer: Grants permissions necessary to consume content created by others. Any member
of the BIConsumers group is explicitly granted this role.

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5. Explore the permissions for an analysis.


a. Click the Catalog link in the Global Header to navigate to the Catalog page.
b. In the Folders pane, select My Folders.

c. In the object list, select the Sales by Sales Rep and State analysis.

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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,

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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.

d. Click the Permissions task to set permissions on the analysis. On creation, a catalog object
inherits the permissions set on the folder it is saved in. Therefore, for example, saving an
analysis or dashboard in a shared folder would automatically make it available to other users
with the appropriate role in the organization.
e. In the Permission dialog box, notice that the permissions are currently limited to the
weblogic account because the analysis was created by that user. By default, the permissions
for the object are set to Custom.

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to examine the custom settings that are applied by default for the
f. Click the Edit button
object owner. The Custom Permissions dialog box appears, with the current custom
permissions selected. Notice that all permissions are available for the object except Change
Permissions and Set Ownership.

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g. Click Cancel.
h. Click the Permission drop-down list and examine the different permissions you can assign to
the object. Note that because you are working with analysis permissions, you do not see the
Traverse permission, which is available for Catalog folders, and allows users to traverse the
folder in the Catalog.

i.

Select Full Control.

j. Click the Replace with parent folder permissions button


to reapply the folder
permissions to the object, and then click the Edit button to examine the custom settings
again. The original permissions were inherited from the parent folder, without the permission
to change permissions or to set ownership. The benefit of using parent permissions thus is
that it maintains a baseline consistent security across any objects created in the Catalog
folder.
k. Reset the permissions for the object to Full Control. Doing so makes explicit the implicit
privilege to assign permissions and ownership to other users and roles. Note that although
this explicit privilege would need to be added for another user, the weblogic user is the
administrator and retains this privilege across the system.
l. Add the BIAdministrator role to the analysis with privileges to modify, but not delete or
assign privileges or ownership for, the analysis. To begin, click the Add Users/Roles button
. The Add Application Roles, Catalog Groups, and Users dialog box appears.
m. From the List drop-down list, select Application Roles to list only roles.
n. In the Name field, enter BIAdministrator and then click Search. From the list, select the

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to display the permissions for the


role and click the Effective permissions button
available and selected members. The role should appear in the Available Members list with
No Access permissions.
o. Select Modify from the Set Permission to drop-down list. This setting pertains to any roles,
users, or groups that you add to the Selected Members list.
p. Select the BIAdministrator role and click the Move button to add it to the Selected
Members list. Verify your work below; notice that in the Selected Members list, the
BIAdministrator role still appears with No Access privileges, despite your addition of the
role with the Modify permission. This is because until you close the dialog box and save the

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changes you made, the role appears with its current permissions displayed.

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q. Click OK.
r. In the Permission dialog box, notice that the role now appears with Modify permissions.
Recall, however, that you do not want to allow members with the BIAdministrator role to
delete the analysis, and this is included in the Modify permissions.

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s. Select Custom from the drop-down list and, in the Custom Permissions dialog box, deselect
the Delete permission.
t. Click OK.
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6. Create a shortcut to the Sales by Sales Rep and State analysis in the Shared Folders so that the
analysis is available to any users with appropriate permissions.
a. On the Catalog page, navigate in the Folders pane to My Folders.
b. Select the Sales by Sales Rep and State analysis. Notice that the analysis name appears at
the top of the Tasks pane to indicate the object on which any actions initiated in the Tasks
pane are to be taken.
c. In the Tasks pane, click Create Shortcut. Verify in the list that the new shortcut has been
created and select it.

d. In the Folders pane, expand Shared Folders > common.


e. Drag the new shortcut from the list to the common folder.
7. Sign out of Presentation Services and sign back in as Brian Berry using BBERRY as the username
and BBERRY12 as the password.
8. Navigate to the Shared Folders > common folder on the Catalog page. Notice that although the
shortcut to the analysis is visible because it is in a folder that is visible to any user with access to
shared folders, limited links are available for the shortcut. Select the shortcut.

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9. Why are you unable to open the analysis using the shortcut?

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10. In the Tasks pane, notice that the only available options are to delete the shortcut or to view the
properties of the shortcut. Deleting the shortcut would have no effect on the underlying analysis,
for which Brian Berry currently has no permissions.

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11. Set the properties on the shared shortcut so that it is a hidden object and is not indexed for
Catalog searches.
a. Click the Properties task. The Properties dialog box appears.

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b. Select the Hidden and Do Not Index check boxes for the shortcut.

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c. Click OK. The shortcut is now hidden.

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12. Sign out of Presentation Services and sign back in with weblogic as the username and welcome1
as the password.

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13. Set the permissions so that Brian Berry can view and edit the analysis without being assigned the
BIAdministrator role.
a. On the Catalog page, select Show Hidden Items on the toolbar.
b. In the Shared Folders > common folder, select the shortcut and open its properties to deselect
the Hidden attribute.

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c. Navigate to My Folders and open the Permission dialog box for the underlying Sales by
Sales Rep and State analysis. Add the BIConsumer role with Full Control.

d. Notice that the BIConsumer role does not have permission to access the My Folder folder of
the weblogic user. Click the Add Traverse Position Upstream icon
next to the role in
the Permission column. A check mark appears on the icon to indicate the change .
e. Click OK to save your changes, sign out, and then sign back in with BBERRY as the username
and BBERRY12 as the password.
f. On the Catalog page, navigate to the Shared Folders > common folder and verify that the
shortcut now includes the Open link.

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g. In the Tasks pane, verify that Brian Berry now has wider privileges to work with the analysis.
h. Click Open to open the analysis.
i. Notice that the analysis includes an Edit link at the bottom to open the analysis in the
Analysis Editor. Click the link to open the analysis in the Analysis Editor. Because Brian
Berry has the BIAuthor role, he has privileges to access the Analysis Editor, which allows

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him to open any analysis for which he has the appropriate permissions for editing.

j. Sign out of Presentation Services and sign back in with weblogic as the username and
welcome1 as the password. If necessary, confirm that you do not want to save changes to the
analysis.
14. Change the privileges to deny the BIAuthor role, and with it Brian Berry, access to the Analysis
Editor. The other approach would be to have an administrator take the BIAuthor role away from
Brian Berry.
a. Click the Administration link. Recall that this link is available only to users with the
BIAdministrators role.
b. On the Administration page, under the Security section, click the Manage Privileges link.
c. Review the privileges on the Manage Privileges page. By default, these privileges are
assigned and, in some cases, explicitly denied, to roles, allowing for more streamlined
management of system privileges. Specifically, notice that the Access to Answers privilege,
which determines which users can access the Analysis Editor, is assigned to the BIAuthor
role.
d. Click the BIAuthor link for the Access to Answers privilege.

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e. In the Privilege dialog box, select Denied from the Permission drop-down list.

f. Click OK and verify that the privilege is denied.

g. Click Back to save your changes.


h. Sign out.
15. Sign back in as Brian Berry and, on the Catalog page, open the analysis using the shortcut in the
Shared Folders > common folder.
16. Click the Edit link below the Sales by Sales Rep and State analysis. You should receive the
following message.

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17. Using the preceding steps, grant the privilege to access the Analysis Editor to the BIAuthor role.

18. Leave Presentation Services open for the next practice.

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Solutions 3-1: Administering Presentation Catalog


Objects and Permissions with Users and Roles
Answers
3.d.

What default system roles are assigned to the user? Why?


The user has the BIAuthors and BIConsumer default roles. A user with BIAuthors role
implicitly has the BIConsumer role.

9.

Why are you unable to open the analysis using the shortcut?
Because the privileges were added to the BIAdministrator role and Brian Berry has only
the BIAuthor and BIConsumer roles.

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Lesson 4: Limiting and Grouping Data in Analyses

Practice 4-1: Adding Filters to an Analysis


Goals

To add a column filter to constrain an analysis to obtain results that answer a particular
question and to limit results to specific months

Scenario

Add a filter that allows you to filter results based on region, state, and city.

Time

1015 minutes

Instructions
1. If necessary, start Oracle Business Intelligence Presentation Services and log in as weblogic.
2. Add filters to your saved analysis.
a. Open the Formatted Sales By State analysis.
i.
Click the Catalog button in Global Header.
ii. In the list of folders contained in Shared Folders, click the Expand link under the My
Sales folder.
iii. Click the Edit link under the Formatted Sales By State analysis to open it in the
Analysis Editor.
b. Add a filter to show records only from the West region. Notice that you do not want to add
the Region column to your results.
i.
In the Subject Areas pane on the Criteria tab, double-click Region in the Customer
table.
ii. Click the More Options button for the Region column and select Column Properties.
The Column Properties dialog box appears.
iii. Click the Column Format tab.
iv. Select the Hide check box at the upper-right corner.
v. Click OK.
vi. Click the More Options button for the Region column and select Filter. The New
Filter dialog box appears.
vii. Click the Down Arrow icon for the Value field and click Search to open the Select
Values window, which allows you to search the values for the selected column. In this
case, there are three members of the column: East, West, and Central. Notice that you
can also simply select from a list of the available values in the drop-down list.

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to add it to the Selected


viii. Select West in the Available list and click the Move button
list.
ix. Double-click East to add it to the Selected list. Notice that it is added as a second value.

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x. Click OK.
xi. Click OK.
xii. Notice that you are returned to the Criteria tab and that in the Filters pane you have a
new filter called Region is equal to / is in West; East.

xiii. Hover over the filter and click the Edit Filter button.

xiv. In the Edit Filter dialog box, delete the East value.
(1) Click the Down Arrow icon.
(2) In the drop-down list, deselect the East check box.

xv. Click OK to close the Edit Filter dialog box.

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c. Add another filter value to show records only from 2008. Follow the steps above, using the
Time table and the Year column. This time, however, instead of adding and then hiding the
column, click the Create a filter for the current Subject Area button
in the Filters
pane, select More Columns and, in the Select Column dialog box, select the Year column to
create the filter:

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Lesson 4: Limiting and Grouping Data in Analyses

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d. Check your filters:

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e. How would you change the AND to an OR in your filters?

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f. Click the Results tab to view the results.

g. How many records appear?


h. Save the filter as a named filter for use with other content.
i. Click the Criteria tab.
ii. Click the More Options button in the Filters pane and select Save Filters. The Save
As dialog box appears.

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iii. Click the Show Folder Tree button


and view the location in the folder tree that your
default location represents. The Save In field defaults to the My Folders/Subject Area
Contents/Supplier Sales folder in the Presentation Catalog because saved filters are
among the objects saved and usable within respective subject areas. The system defaults
to the correct location to save such objects so that they will be available for use in the
future from within the subject area. Note, however, that if you are saving a subject areaspecific object like a filter or a selection or group in the default My Folders section of the
Presentation Catalog, it will only be available in shared dashboards to people who have
explicit access permissions. Depending on the planned use of the object, you may want to
save in a shared subject area folder so that it is more broadly available for use in analyses
and shared dashboards.
iv. Enter West Region, 2008 in the Name field. Notice that, by default, the Replace
current report filters with a reference to the saved filter check box is selected.
v. Click OK.
vi. Verify that the current report filter now references the saved filter in the Filters pane.

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i. Save the existing analysis with the filter.


i.
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Click the Save As button .


Select Shared Folders > My Sales.
Name the analysis Formatted Sales by State, West Region 2008.
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3. Create a filter for the current and previous month using variables.
a. Click the Home link.
b. Open the Sales by State analysis in the Analysis Editor using the Edit link.
c. On the Criteria tab, add the Month column to the analysis by expanding Time and then
dragging Month from the Subject Areas pane to the Selected Columns pane.
d. In the Filters pane, click the Create a filter for the current Subject Area button
select Time.Month.
e. In the Operator field, choose is equal to / is in.
f. Click the Add More Options button and select Repository Variable.
Note: The administrator has predefined variables called CURRENT_MONTH and
PREVIOUS_MONTH.

and

g. In the Repository Variable field, enter CURRENT_MONTH.


h. Click the Add More Options button and select Repository Variable.
i. In the Repository Variable field, enter PREVIOUS_MONTH.

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j. Click OK and verify that the filter appears in the Filters pane.

k. Click the Results tab to review the results.


l. Save the analysis as Sales by State for Current and Previous Month in the My Sales
folder using the Save As button.

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Solutions 4-1: Adding Filters to an Analysis


Answers
2.e.

How would you change the AND to an OR in your filters?


Click the AND.

2.g.

How many records appear?


30

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Practice 4-2: Adding an Inline Prompt to an Analysis


Goals

To use an inline prompt to constrain an analysis to obtain results that answer a


particular question

Scenario

Build an inline prompt that allows you to filter results based on region, state, and city.

Time

1015 minutes

Instructions
1. If necessary, start Oracle Business Intelligence Presentation Services and log in as weblogic.
2. Create an analysis.
a. Click the Home link.
b. Click the Analysis link in the Create section of the Home page.
c. Select the SupplierSales subject area.
d. Create the following analysis:

3. Add an inline prompt.


a. Click the Prompts tab.

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b. Click the New button


and select Column Prompt > Customer.Region. The New
Prompt dialog box appears.
c. In the Label field, enter Filter by Region. This caption will appear to the user.
d. In the Operator drop-down list, select is equal to / is in.
e. In the User Input drop-down list, accept the default Choice List. Check your selections:

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g. 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 would result in no data. In this
example, when a Region is selected in the first prompt, only states within that region will be
available for selection in the next prompt.
h. Deselect the Enable user to select multiple values check box.
i. Verify that the Require user input check box is not selected. If a selection is required for the
prompt, this is indicated to the user by an asterisk next to the prompt. The user can bypass a
selection for any filter prompt appearing without an asterisk.
j. Check your work:

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k. Click OK. The prompt is added to the analysis.


4. Test the prompt.

a. Click the Preview button

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b. Click the Filter by Region drop-down list and verify that three regions appear: Central, East,
and West.

c. Close the preview browser window.


5. Repeat the steps outlined above and build two more prompts: one for State and the other for City.
Use the screenshots below as a guide.
a. State prompt:

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b. City prompt:

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6. Set the execution order of the inline prompts.


a. If necessary, use the up and down arrows to move the prompts, so that they appear in the
following order:

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7. Test your work using the preview to verify the values.

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a. Click the Preview button


.
b. In the Filter by Region prompt, select West from the drop-down list.
c. In the Filter by State prompt, select CA (California) from the drop-down list. Notice that
only states in the West region appear.

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d. In the Filter by City prompt, select San Francisco from the drop-down list. Notice that only
cities in California appear.

e. Click OK. The filtered analysis appears, displaying customers who are in the West region, in
the state of California, in the city of San Francisco.

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8. Save the analysis as My Inline Column Filter Prompts in the My Sales folder.

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Practice 4-3: Using a Saved Analysis as a Filter


Goals

To create a filter based on the results of another saved analysis

Scenario

Use a saved analysis as a filter to limit the number of rows returned for a new analysis.

Time

510 minutes

Instructions
By using the results of a saved analysis to filter a column in another analysis, you can ensure that the
results are limited to the same data set between related analyses.
1. Create and save an analysis to be used as a filter in another analysis.
a. Create the following analysis and associated filter:

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b. Click Results. There should be 29 records. The screenshot shows only a portion of the
records.

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c. Save the analysis as Customers West Region 2009 in the My Sales folder.
2. Create an analysis to be filtered by a saved analysis.
a. Create the following analysis:

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b. Click Results. There should be 136 records returned. These are all the customers in all
regions. The screenshot displays only a portion of the results.

c. Click the Criteria tab.


d. Click the Create a Filter button in the Filters pane and select Customer.Region. The
New Filter dialog box appears.
e. In the Operator field, select is based on results of another analysis.
f. Select the analysis you want to filter based on.
i. Click Browse.
ii. In the Open dialog box, select the Customers West Region 2009 analysis.
iii. Click OK.
g. In the Relationship field, select is equal to any.
h. In the Use values in Column field, select Region.
i. Click OK. The filter appears in the workspace.

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j. Click Results.
k. Verify that 31 rows are returned, and that results include only customers in the West region.
Notice that this is two more rows than your filter on Region and Year produced in the saved
analysis you are filtering with. You can surmise that there are 31 customers in the West
region, but of those, two are not active in 2009.
l. Save the analysis as Customers West Region 2009 Customer Sales - West Region
2009 in the My Sales folder.

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Practice 4-4: Editing SQL for a Column Filter


Goals

To edit the SQL for a column filter in an analysis

Scenario

You edit the logical SQL WHERE clause to be used as a filter to add another region to
the filter.

Time

5 minutes

Instructions
Although it is generally not necessary to directly edit SQL in your analyses, it is sometimes
preferable to directly edit the WHERE clause issued in the SQL for a filter.
1. Edit the SQL generated for a column filter.
a. Open the saved Customers West Region 2009 analysis.
b. Hover over the filter, and then click the Filter Properties button.
c. In the Edit Filter dialog box, select the Convert this filter to SQL check box.

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d. Click OK.

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e. In the Advanced SQL Filter text box, enter Customer.Region

= East.

f. Click OK. The filter appears in the workspace.


g. Click the Results tab.
h. Verify that the analysis now returns results for customers in the East region. There should be
55 records returned.

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i. Save the analysis as Customers East Region 2009 in the My Sales folder.

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Practice 4-5: Using Selections to Manage Analysis


Results
Goals

To build a selection to retain only the members of an analysis that are pertinent to your
business needs

Scenario

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 topselling sales representatives in the East region, and to retain the current top-selling
representative from California, so that you can compare his or her performance with
the Easts top sellers.

Time

1015 minutes

Instructions
1. Create an analysis, including the Customer hierarchy.
a. Click New in Global Header and select Analysis.
b. Select the SupplierSales subject area.
c. Create the following analysis:

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d. Click the Results tab. Expand the Customer - Region hierarchy in the results to examine the
results and to view the levels in the hierarchy. Notice the dollar and units shipped totals for

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the East region and for California in the results for comparison later.

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2. Create a selection to limit the results to only members in the Eastern region and in California.

a. Click the Show/Hide Selection Steps pane button


on the toolbar of the Compound
Layout pane to open the Selections pane in the Analysis Editor.
b. In the List drop-down list, select Measures. Notice that the measures are listed, but there are
no options to create a selection. Why is this?

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c. Select All in the List drop-down list. A selection determining the membership of the
Customer Region hierarchy appears. Notice that, by default, the selection starts with all
members of the hierarchy. Hover over step 1 in the selection, Start with all members and
click the Edit button. The Edit Member Step dialog box appears.

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d. Click the Action drop-down list and notice the available options. Select the default option,
Start with all members. 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

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further selections.

e. Select Start with Group or Calculated Item. The dialog box provides you access to the
Presentation Catalog to select groups or calculated items saved in the subject area.

f. Select Start with selected members. The dialog box displays the hierarchy so that you can
select members from one or more levels in the hierarchy. In the Available list, expand the
Customer Total level of the hierarchy, select the East region, and click the Move button
to add it to the Selected list. Notice that a green checkmark appears in the list of members to
indicate that a member has been selected.
g. Expand the West region in the hierarchy, select California, and add it to the Selected list.

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h. Click OK.
i. In the results, verify that the analysis now includes the East region, with the addition of the
California region from the West region.

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3. Add another step to your selection to keep only Brian Liedtke from the California sales force in
your results.
a. Expand the California level in your results and verify that the sales results for the four sales
representatives sum to the total for California.

b. Remove all the sales representatives from the results except for Brian Liedtke.
i. Click the Then, New Step link and select Select Members.
ii. In the New Member Step dialog box, select Keep Only from the Action drop-down list.
Notice that because you have an initial selection in the first step, now you are adding,
keeping, or removing members from the original selection. Each step is applied
sequentially to arrive at the analysis selection.
iii. Select BRIAN LIEDTKE in the Available list and add him to the Selected list.

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iv. Click OK.


v. What appears in the results? Are the selection steps creating the correct selection of
hierarchy members? Why or why not?

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vi. Hover over the selection step that you created and click the Edit button.

vii. In the Edit Member Step dialog box, select BRIAN LIEDTKE in the Selected list and
click the Remove button.
viii. Use Ctrl-click to select all of the California sales representatives except for Brian
Liedtke in the Available list and click the Move button to add them to the Selected list.

ix.
x.

xi.

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Select Remove from the Action drop-down list and click OK.
Verify that the results now display only Brian Liedtke under California in your results.

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Now that you removed all of the other sales representatives from the California sales
district, did the revenue or units shipped results change in the analysis? Why or why
not?

xii. Is there another approach you could take to include Liedtke in your results without a
second selection step?

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xiii. Could confusion arise from the results in the analysis?

c. To clarify the possible confusion, edit the existing selection steps and add new ones to
include the West regions results for comparison, but select only the California sales district
in the West region and only Liedtkes results. Your selection steps and results should appear
as follows: (Notice that in the results below, the Yankee sales district is expanded so that its
sales team is visible for comparison with the California districts sole member.)

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Notice that you could also spread these selections over multiple steps to achieve the same
results.
4. To further simplify your analysis, add a selection step based on a condition to remove the
members of the sales teams who fall in the bottom 50% based on revenue. The remaining
members in the analysis represent the top 50%.
a. Expand the hierarchy to show the Sales Rep level. How many sales representatives are
currently part of the analysis?

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b. Click the Then, New Step link and select Apply a Condition. The New Condition Step
dialog box appears.
c. Click the Condition Type drop-down list, and examine the variety of conditions that you can
choose. Notice that each condition type includes an example. Notice that you can use string
matching or greater-than and less-than conditions, similarly to the filters you have built, to

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add, keep, or remove members.

d. Select Bottom 5% based on X.


e. In the Action drop-down lists, select Remove and specify the Sales Rep level in the
hierarchy.
f. In the Operator drop-down list, select Bottom.
g. In the Rank drop-down list, enter 50 and select the % option. Notice that underneath this
option, you can also override the rank value with Repository, Session, and Presentation
variables.
h. Keep the default measure, Fact-Sales.Dollars. You can also use the drop-down list to
select other measures present in your analysis or select one from the subject area. Verify your
selections:

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i. Click OK and verify that your selection steps resemble the following:

j. In the results, expand the hierarchies to show the members at the Sales Rep level and verify
that they have been reduced by half. There should now be seven members in the analysis at
the Sales Rep level of the hierarchy, each of whom belong to the top 50% based on revenue.

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k. What was the effect of removing half of the sales team from the analysis of the East region
on its total sales results in the analysis?

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5. Save the analysis as Sales by Region Top Performers East Region and California
in the My Sales folder.
6. Save your 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 saved selections 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 East Region and
California as the name of the group.
c. Enter Top Performers East and CA as the Display Label.
d. Select the Results option in the Save section to maintain the current membership as a group,
so that you can track progress against Liedtke regardless of his position overall in sales. The
other option, Steps, generates the results dynamically each time the saved group is used, so
that in future changes in relative sales could change the membership you are trying to track.
Finally, notice that you can select the Replace current steps with a reference to the saved

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group option to replace the steps in the Selection Steps pane with the group name. Do not
select this option.
e. Click OK.

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Solutions 4-5: Using Selections, Groups, and Calculated


Items to Manage Analysis Results
Answers
2.b.

Notice that the measures are listed, but there are no options to create a selection. Why is
this?
Because the analysis currently includes a hierarchy column and two measure columns.
Selections can be used to determine the membership of hierarchy and attribute columns in
an analysis.

3.b.v.

What appears in the results? Are the selection steps creating the correct selection of
hierarchy members? Why or why not?
The results are now limited only to Brian Liedtke and the rest of the East region has been
eliminated along with the California sales representatives who are not required for the
analysis. The original selection from the first selection step is being limited only to one
sales representative because of the member selection.

3.b.x.

Now that you removed all of the other sales representatives from the California sales
district, did the revenue or units shipped results change in the analysis? Why or why not?
No, the amounts are the same. This is because selections, unlike filters, are applied after
aggregation, so that in this case, the total sales for the California sales district include the
aggregated results of all of its sales representatives despite the removal of three of the
members from the analysis.

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3.b.xi.

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Is there another approach you could take to include Liedtke in your results without a
second selection step?
Yes, it would also work to simply include Liedtke in the initial selection step instead of the
parent California sales district that he is a member of.

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3.b.xii. Could confusion arise from the results in the analysis?


Yes. Confusion could arise in the analysis because the California sales district appears at a
glance as a child of the East region, and both its aggregate revenue and units shipped
could be mistaken as contributing to the East regions results.
4.a.

First, expand the hierarchy to show the Sales Rep level. How many representatives are
currently part of the analysis?
There are 15 representatives.

4.k.

What was the effect of removing half of the sales team from the analysis of the East region
on its total sales results in the analysis?
None. The sales for the entire region remain the same despite the removal of members from
the analysis. The aggregate is not affected by the selection steps.

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Practice 4-6: Adding Groups and Calculated Items to an


Analysis
Goals

To create a group and a calculated item and use them in an analysis

Scenario

You first use the group you saved from your selection to add its members to a new
analysis. You then use a group to combine elements with different parents to meet
analysis requirements. You then create two calculated items for an analysis to
compare the average number of units ordered for all beef products and all baking
products.

Time

1520 minutes

Instructions
1. Before creating a new group, add and format the group that you have saved previously from your
selection.
a. Click the Home link.
b. Verify that the Top Performers East Region and California group that you saved appears in
the Recent list on the Home page.

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c. Click the Analysis link in the Create section of the Home page.
d. Select the SupplierSales subject area.
e. Create the following analysis:

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f. Expand the Selection Steps pane.


g. Click the Then, New Step link and choose Add Groups or Calculated Items > Select
Existing Groups and Calculated Items.
h. In the New Select Existing Groups and Calculated Items dialog box, in the Available lists
Catalog pane, expand My Folders and its subfolders to display the saved objects for the
Supplier Sales subject area. Select the Top Performers East Region and California group
and click the down-arrow next to the Move button. Select Add to add the group distinctly at
the bottom of your analysis, including a container outline value indicating the group name.
The other option, Add Members, adds the groups members to the rest of your results without

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an outline value.

i. Click OK.
j. Click the Results tab and verify that the group appears at the bottom of the analysis and that
it contains other members. Do not save this analysis.

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2. Create and save a new group that contains members, which span different parents in the product
hierarchy. Group the beef bouillon with other beef products for use in an analysis. In this case,
you will embed the group in the analysis instead of saving it as a separate object in the
Presentation Catalog.
a. Create the following analysis:

b. Click the Results tab.

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c. Expand the Beef type in the hierarchy and verify that Beef Bouillon Cubes are not the
children of this type.

d. Locate Beef Bouillon Cubes as children of the Baking Type.

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e. Click the New Group button


on the toolbar of the Compound Layout pane. The New
Group dialog box appears.
f. Enter All Beef Products in the Display Label field.
g. Select Product.Product from the Values From drop-down list. If there are more attribute or
hierarchical columns included in the analysis, they can be selected here.
h. In the Available list, expand the Product Total, expand the Beef type, select all of its child
products and click the Move button to add them to the Selected list.
i. Expand the Baking type, select the Beef Bouillon Cubes product, and add it to the Selected
list. Your group should appear as follows:

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j. Click the Format button to select a format to indicate the group in your results.
k. In the Edit Format dialog box, set the font to bold. In the Border section, click the left and
right outer positions in the border diagram, and then set the Border Style to Double and the
Border Color to red. Check your work:

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Click OK.
Click OK.
Click OK.
In the results, verify that the All Beef Products group has been added to the bottom of your
analysis. The group inherits the aggregation rule from the Dollars measure, in this case Sum,
so that you can see the total amount of revenue for the combined beef products at the group
level in your results.

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p. Expand the group.

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q. Save your analysis as Product Sales with Beef Product Grouping in the My Sales
folder. The group is saved as an inline group with the analysis.
3. Create two calculated items for an analysis to compare the average number of units ordered for
all beef products and all baking products.
a. Create the following analysis:

b. Click the Results tab.


c.
d.
e.
f.
g.
h.
i.
j.
k.

on the toolbar.
Click the New Calculated Item button
The New Calculated Item dialog box appears.
Enter Average for Beef Products in the Display Label field.
Select Product.Product from the Values From drop-down list.
Notice that, by default, Custom Formula is selected for the Function, and that there is a
toolbar with mathematical operators present for building formulas with selected members.
Select Average from the list, and note the other available functions you can apply to
members.
In the Available list, expand the Product hierarchy, expand the Beef type, and select all of its
child members, and then expand the Baking type and select the Beef Bouillon Cubes. You
can use Ctrl-click to select multiple members in the list.
Click the Move button to add the selected members to the Selected list.
Your Selected list should appear as follows:

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l. Click the Format button to select a format to indicate the group in your results.
m. In the Edit Format dialog box, set the font to bold. In the Border section, set the Position to
All, then set the Border Style to Thick and the Border Color to red.
n. Click OK.
o. Click OK.

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p. Verify that the calculated item appears correctly at the bottom of your analysis. Notice that
you cannot expand a calculated item in the hierarchy.

q. Use the above steps to add a calculated item named Average for Baking Products that
provides average units sold for all members of the Baking type level of the product hierarchy.
Set the border for this calculated item to blue to distinguish it. Your comparative averages
should appear at the bottom of your analysis results as follows:

r. Save your analysis as Product Units Ordered with Average Comparison in the My
Sales folder.

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Oracle BI 11g R1: Create Analyses and Dashboards

Lesson 5: Advanced Analysis Features

Practice 5-1: Combining Analyses Using Set Operations


Goals

To combine the results of two analyses using union, union all, intersect, and minus set
operators

Time

1015 minutes

Instructions:
1. If necessary, start Oracle Business Intelligence Presentation Services and log in as weblogic.
2. Combine criteria from multiple analyses using the Union set operator.
a. Create the following analysis and filter:

b. In the Selected Columns pane, click the Combine Results button


appears.

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c. Select the SupplierSales subject area. The Set Operations page appears.

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. The Subject Area list

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d. Click column names in the Subject Areas pane to create the following analysis and filter:

Please note that the number of columns and data types must be consistent.
and select the Union set operator.
e. Click the Set button

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f. Click the Results tab to display the combined, nonduplicate rows (union) from all analyses.
In this example, the table displays all customers with revenue between $5,000 and $20,000.

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3. Combine criteria from multiple analyses using the Union All set operator.
a. Click the Criteria tab.

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b. Click the Set button and select the Union All set operator.

c. Click the Results tab to display all rows from all analyses (Union All). In this example, the
table displays all customers with revenue between $5,000 and $20,000, and includes dollar
values that meet criteria from both analyses.

4. Combine criteria from multiple analyses using the Intersect set operator.
a. Click the Criteria tab.
b. Click the Set button and select the Intersect set operator.

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c. Click the Results tab to display all rows that are common to both analyses (Intersect). In this
example, the table displays all customers with revenue between $10,000 and $15,000.

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5. Combine criteria from multiple analyses using the Minus set operator.
a. Click the Criteria tab.

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b. Click the Set button and select the Minus set operator.

c. Click the Results tab to display all rows from the first analysis that are not in the other
analysis (Minus). In this example, the table displays all customers with revenue between
$5,000 and $10,000.

6. Save the combined analysis as Customers Revenue Between Five and Ten Thousand in
the My Sales folder.

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7. Leave the Analysis Editor open for the next practice.

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Oracle BI 11g R1: Create Analyses and Dashboards

Lesson 5: Advanced Analysis Features

Practice 5-2: Executing a Direct Database Analysis


Goals

To create and issue a database analysis directly to a physical back-end database

Scenario

Set the appropriate privilege to execute direct database analysis, and then create,
display, and manipulate a direct database analysis.

Time

1520 minutes

Instructions:
1. Verify that the BIAdministrator role has privileges to create and issue direct database analyses.
Recall that as the default administrator, the weblogic user is assigned the BIAdministrator role.
Any user can execute a direct database analysis, provided that the Administrator has granted the
user this privilege.
a. Click the Administration link to open the Administration page.
b. In the Security section, click the Manage Privileges link. The Privilege Administration
window appears. In the Answers section (scroll down to it), locate the Execute Direct
Database Analysis privilege.

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c. Click Home.

2. Create and execute an analysis. You compare the results of this analysis with the results of a
direct database analysis in the next step.
a. Click the Analysis link in the Create section of the Home page.
b. Select the SupplierSales subject area.
c. Create the following analysis and associated filters:

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Note: If you add the Region column to your analysis to create the filter, delete it from the
analysis after creating the filter. Recall that another way to do this is to click the Create a
Filter button in the Filters pane and select More Columns, which opens a selection window
for the current Subject Area, allowing you to select a column without adding it to the
Selected Columns pane.
d. Click Results and verify that the following results are returned:

3. Create and execute a direct database analysis.


a. Click the New button in the Global Header and select Analysis.
b. Click the Create Direct Database Request link.

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c. In the Connection Pool field, enter Connection Pool. This is the name of the connection
pool specified in the Physical layer of the repository.
d. In the SQL Statement field, enter the following SQL statement:

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SELECT D1_customer2.Name, sum(D1_Orders2.Dollars)


FROM D1_customer2, D1_Orders2
WHERE ( D1_customer2.NewKey = D1_Orders2.CustKey and
D1_customer2.Region = 'East' )
GROUP BY D1_customer2.Name
having 2000000 < sum(D1_Orders2.Dollars)

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e. Your SQL statement should appear as follows:

f. Click the Validate SQL and Retrieve Columns button and verify that the appropriate
columns appear under Result Columns.

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g. Click the Results tab and verify that the same results from the previous step are returned.

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71

Lesson 6: Working with Views and Graphs in Analyses

Practice 6-1: Modifying and Formatting Views


Goals

To modify the results of saved analyses to change the formatting of the default Compound
Layout and the views it contains

Scenario

Add, format, and arrange Table, Filters, and Graph views within a Compound Layout, then
create copies with different views and arrangements. Then add a graph to an analysis
containing the product hierarchy and drill in the hierarchy.

Time

2030 minutes

Instructions
1. If necessary, start Oracle Business Intelligence Presentation Services and log in as weblogic.
2. Click Home and click the All Content link in the Browse/Manage section, then select Browse
Oracle BI Presentation Catalog.
3.

Click the Search button

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to search the Catalog.

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4. In the Search pane, enter Sales by State to search in Shared Folders. Select the Analysis type
and click Search.

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5. Modify the Sales by State analysis and its Table view.


a. In the search results, select the Sales by State saved analysis and click Edit in the Tasks
pane.

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b. From the SalesFacts dimension, add the measures Units Ordered and Units Shipped to the
Sales by State analysis.
i. Click the Criteria tab.
ii. Remove the Customer column from the Selected Columns for the analysis.
iii. Double-click the Units Ordered column to add it to the selected columns.

iv. Click the Results tab. Notice that the Units Ordered column does not appear in the
results by default when added from the Criteria tab. Because the Compound Layout pane
displayed in the results can contain multiple views and graphs, the default behavior,
rather than adding a column to every view in the layout, is to add it to the Excluded drop
target in each of the Compound Layouts views.

v. Click the Edit View button


Table editor.

for the Table view in the Compound Layout to open the

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to turn off the results preview.


vi. To save processing, click the Display Results button
vii. Drag the Layout pane up in the editor so that you have more room to work.

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viii. In the Layout pane, drag the Units Ordered measure from the Excluded drop target to
the Columns and Measures drop target. To drag, select its measure icon or column
name. A blue bar indicates a valid drop point:

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ix. To verify that the column is added to your results, click the Display Results button, then
click the Show/Hide Layout Pane button to close the Layout pane.

x. From within the Table editor, use the Subject Areas pane to add the Units Shipped
column. The column, rather than being added to the Excluded drop target, is immediately
added to the results associated with the Table view. Notice, however, that the column
would appear by default as an excluded column in the editor for any other views
associated with the Compound Layout of the analysis, allowing you to add the column
explicitly for each view you want it to appear in.

xi. Display the Layout pane to verify the default location of the measure you just added.

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c. Click the Table View Properties button


on the toolbar to edit display properties for the
Table view.
d. In the Table Properties dialog box, set the following:

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Paging Controls

Top

Rows per Page

10

Display Folder &


Column Headings

As Folder.Column

Enable Alternating
row green bar
styling

Selected

e. Click the Format button


for the Set Alternate Format option to set the background color
for the alternating green bars in the table.
f. In the Edit Format dialog box, set the Background Color to light blue and click OK.
g. Click OK to close the Table Properties dialog box and verify that your changes are reflected
in the results preview. Your results should now display the folder name with the column,

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Lesson 6: Working with Views and Graphs in Analyses

page controls on top, alternating blue bars, and include 10 rows on the results page:

h. Reset the Folder and Column Headings to display only the column heading.
i. Click Done to close the Table editor and return to the default Compound Layout.
6. Add the named filter you created earlier to the Sales by State analysis.
a. Click the Criteria tab.
b. In the Catalog pane, expand the folders in the Catalog and select the West Region, 2008
named filter in My Folders/Subject Area Contents/SupplierSales.
c. Click the Add button
to add the filter to your analysis.
d. Accept the defaults in the Apply Saved Filter dialog box and click OK.
e. Place the cursor over the filter in the Filters pane. Notice that you can copy and paste the
filter, and you can view the filter to validate it. Click the View Saved Filter button to review
the filters contents.

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f. Review the filter contents and click Close to close the View Saved Filter dialog box.
g. Click the Results tab.

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h. In the Views panes, click the New View button


and select Filters. A Filters view displays
the named filter and includes a View link to open the View Saved Filter dialog box.
i. Click Done in the Filters Editor.
j. Verify that the new Filters view appears in the Views pane. Select the view and click the
Add View button to add it to the Compound Layout.

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k. In the Compound Layout, click the Remove View from Compound Layout button for the
Filters view.

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l. Does the Filters view still appear in the Views pane?

m. Add the Filters view back into the Compound Layout.


n. To highlight this filter so that users understand why the results are limited to states in the
West region, drag it to the top of the Compound Layout, above the Table view but below the
Title view. Again, a blue bar indicates a valid drop point in the Compound Layout for the
view.

o. Format the container of the Filter view in the Compound Layout to highlight its presence by
marking it yellow. Hint: Use the Format Container dialog box.

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p. To verify that the emphasis is working, create a printable PDF of the Compound Layout as it
would appear in a dashboard.
i. Click the Print this analysis button and select Printable PDF.
ii. Verify that the Filters view is highlighted in the results.

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iii. Close the browser window to close the printable PDF.

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Lesson 6: Working with Views and Graphs in Analyses

7. Create a Graph view and set its properties.


a. In either the Views pane or on the toolbar, click the New View button
and select Graph >
Bar > Default (Vertical). Notice that you can also select Vertical for the same effect. The
default graph type is Vertical Bar. A Graph view is added to the bottom of the Compound
Layout.

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b. Click the Edit View button for the Graph view in the Compound Layout to open the Graph
Editor. Notice that the Graph view has also been added to the Views pane, where you could
alternatively select it and click the Edit View button. The difference is simply that in the first
approach, you are editing the view from within the Compound Layout.

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c. Click the Style button

on the toolbar and select Horizontal.

d. Switch the graph back to Vertical.


e. Click the Edit Graph Properties button
to explore graph properties. The Graph
Properties dialog box appears. Note that depending on the graph type, options and even tab
availability differs as appropriate.
f. On the General tab, explore and set the options.
i. The Canvas Width and Canvas Height settings allow you to specify in pixels the size of
the graphs real estate.
ii. The Legend Location drop-down list allows you to specify the location of the graph
legend. Leave this as the default, Right.
iii. 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.
iv. The Listen to Master-Detail Events option determines whether the graph will act as a
detail participant in a master-detail relationship. You will use this option in a later
practice.
v. The Animate graph on Display option is selected by default. This option renders graphs
using animation when they are displayed.

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Lesson 6: Working with Views and Graphs in Analyses

vi.

Your General tab should appear as follows:

g. On the Style tab, explore and set the options.


i. The Style drop-down list allows you to select different graph styles. The options available
depend on the type of graph you are formatting. Set the style to Rectangle.
ii. The Style and Conditional formatting allows you to set position and condition-based
formatting for the graph. You will use this option later in this practice.
iii. The 3D option allows you to add 3D effects to the graph elements. To preserve its clarity,
do not select this option for your graph.
iv. The Plot Area section allows you to set properties for the plot area, which is above the
canvas. Use the Background option to set the background color of your graph to a light
gray in the Color Selector.
v. The Gridlines and associated options allow you to set horizontal and vertical grid lines
and specify their colors. Leave the default, so that no grid lines add distractions to your
graph.
vi. Using the controls in the Legend section, you can set the background and border of the
legend area. Leave the Background option defaulted to Transparent, and set the border to
the color red using the Color Selector.
vii. 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.

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viii. Your Style tab should appear as follows:

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h. On the Scale tab, explore and set the options.


i. The Scale and Limits section allows you to set specific axis limits instead of letting the
system do it for you by default. Accept the default, Dynamic, to let the system determine
the scale and set the axis to zero for positive numbers.
ii. The Scale Type and Tick Marks section allows you to set specific numbers of major and
minor tick marks in the graph. Retain the default, Dynamic, which allows the system to
determine the appropriate tick marks based on the data in the graph.

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Lesson 6: Working with Views and Graphs in Analyses

iii.

Your Scale tab should appear as follows:

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i. Add a scale marker indicating underperforming states to your graph on the Scale tab. Note
when viewing this scale that you are measuring dollars in the case of this scale marker, and
not other available measures in the analysis.

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to open the Scale Markers dialog box. Scale


i. Click the Scale Markers Edit button
markers are either lines or shaded background ranges that are used to mark points and
thresholds in the graph.
ii. Click the Add button to add a new scale marker.
iii. Give the marker a Caption of Underperforming, set the Type to Range, and enter a low
value of 1 and a high value of 500000. You can also reference a presentation variable, a
measure column, or a SQL query.
iv. Leave the range color red.

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v. Click OK.
j. On the Titles and Labels tab, explore and set the options. This tab allows you to set and
format graph and axis titles and labels in the graph.
i. In the Graph Title section, deselect the Use measure name as graph title option and
enter Western Sales 2008 as the title.

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Lesson 6: Working with Views and Graphs in Analyses

ii. In the Axis Titles section, retain the default to display the columns and measures as the
respective titles for the axes of the graph.
iii. Note that by using the Format options on this tab, you can also set font and number
formatting for labels throughout the graph.
iv. Your Titles and Labels tab should appear as follows:

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k. Click OK to save your changes and close the Graph Properties dialog box. Verify that your
changes appear in the Graph Editor. Click the Hide/Show Layout button on the toolbar if
necessary to make space to view the results of your work.

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Lesson 6: Working with Views and Graphs in Analyses

l. To test the zoom and scroll settings you made, click the magnifying glass icon in the lower
left and zoom in and out using the options. When you zoom in, you can then scroll through
additional areas of the graph.

m. Roll over the rectangles in the graph and verify that the data value appears.

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8. Change the measures in the graph and explore the other options.
a. If necessary, show the Layout pane.
b. Drag the Units Shipped measure from Measures to the Excluded drop target to exclude it
from your sales graph.

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c. In the Bars drop target, notice that you are grouping the measures by State, the attribute.
9. Instead of grouping and displaying all of the states, use a State slider to display one state at a
time.
a. Drag the State attribute column from the Bars Group By drop target to the Sections drop
target.

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b. Scroll through the results to verify that each state now appears in its own graph, divided into
sections of the view.

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c. Select the Display as Slider option and verify that the sections are all now subsumed into
one graph in the Graph view again, but with a slider indicating the current selected state.
d. Drag the slider thumb to NM to display that state.

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e. Use the Increase

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and Decrease

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Lesson 6: Working with Views and Graphs in Analyses

f. Click the Play button to automatically scroll through the available states. Click the Pause
button to review a state that is of interest.
10. Add position formatting to your graph. Set the Dollars bars to display as green and the Units
Ordered bars to display as dark blue.
a. Click the Edit Graph Properties button to open the Graph Properties dialog box.
b. Click the Style tab.
c. Click the Format button
for the Style and Conditional Formatting option.
d. In the Style Formatting tab of the Style and Conditional Formatting dialog box, click the Add
New Position button
and select green as its color.
e. Repeat the step to add a second position and select dark blue as its color. Note that the
position relationships correspond to the positions of the measures in the Measures drop target
in the Layout pane of the Graph Editor. The dialog box should appear as follows:

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f. Click OK.
g. Click OK.
h. Verify your results by selecting NM in the slider:

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11. Add conditional formatting to your graph to indicate states that have crossed a high threshold for
units ordered. Build a condition to display Units Ordered as purple in the graph if they exceed
100,000 units.
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a. Click the Edit Graph Properties button to open the Graph Properties dialog box.
b. Click the Style tab.
c. Click the Format button
for the Style and Conditional Formatting option.
d. On the Conditional Formatting tab of the Style and Conditional Formatting dialog box, click
the Units Ordered measure.
e. Click Add Condition Format and select Units Ordered.
f. In the New Condition dialog box, set the Operator to is greater than.
g. Enter the value 100000.
h. Click OK.
i. Select orange as the color for the conditional format. The Style and Conditional Formatting
dialog box should appear as follows:

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j. Click OK.
k. Click OK.
l. Verify your results by selecting CA in the slider. Verify that the Units Ordered bar in the
graph turns orange to indicate that California has more than 100,000 units ordered.
12. View the results in the Compound Layout.
a. Click Done at the upper-right corner to close the Graph Editor and return to the Compound
Layout.

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b. If necessary, scroll down to view the graph.

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13. Change the title view in the Compound Layout.


a. Scroll up to see the Title view.
b. Select the Edit View button for the Title view.
c. Enter Western Region Sales 2008 in the Title field.
d. Deselect the Display Saved Name option.
e. Review the other options you can apply to a Title view, but retain the defaults.
f. Click Done to return to the Compound Layout and verify that the title view is changed.

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14. Move the views to change the display.


a. Scroll down to the Graph view.
b. Click the Graph view and drag it to the top of the Compound Layout.
c. Click the Table view and drag it to the left of the Graph view.
d. Drag the Title view to the top of the Compound Layout, and leave the Filters view at the
bottom.
e. Save the analysis as Western Region Sales with Graph in the My Sales folder.
15. Create a copy of the Compound Layout, then remove its filter view and rearrange the Table and
Graph views in it.

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a. Click the Duplicate Compound Layout button .


b. Verify that the new Compound Layout is selected.

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c. Delete the Filters view from the Compound Layout.


d. Click the Table view and drag it to the right of the Graph view.
e. Save the analysis.
f. Click the Create Compound Layout button .
g. Notice that the new Compound Layout does not inherit any properties from the others, so that
a new Title view is added to the new Compound Layout, representing the default Title view
setting, which displays the saved name of the analysis.

h. Notice that the new title view 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.

i. Click the Delete Compound Layout button


j. Save the analysis.

to delete the third Compound Layout.

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16. Edit the Product Sales with Beef Product Grouping saved analysis, add a horizontal line
graph, and drill in the product hierarchy in the graph.
a. Navigate to edit the Product Sales with Beef Product Grouping analysis.

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b. On the Results tab, add a horizontal bar Graph view to the Compound Layout.

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c. Drill on the Product Total to display the next level of the Product hierarchy in the graph.

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d. Your graph should now display the next level in the Product hierarchy from the hierarchical
column.

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e. Click the browser Back button to return to the top level in the hierarchy in the graph.

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f. Drill on the bar for the All Beef Products group. Notice that the graph shows a bar for the
group itself at the top of the graph and then all of its children in the remaining bars for
relative analysis.

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g. Drill in the graph to experiment further and then save the analysis with the new graph
included.

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Solutions 6-1: Modifying Views


Answers
7.l.

Does the Filters view still appear in the Views pane?


Yes, the view is still available to be added back into the Compound Layout. To completely
remove the view from the analysis, you can click the Remove View from Analysis button in
the Views pane.

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Practice 6-2: Using Master-Detail Linking in Views


Goals

To link two views together so that actions taken in the master view affect data changes in a
detail view that listens on a designated channel for changes to the master column

Scenario

Use master-detail linking to enable users dynamically to change the appearance of a graph
based on actions taken in a linked master table view in an analysis.

Time

510 minutes

Instructions
1. To open the Western Region Sales with Graph analysis, click Open in the Global Header and,
under Recent, click the Western Region Sales with Graph link.
2. In the first Compound Layout, set the Table view as the master view, using State as the master
column. A master view drives data changes in one or more detail views. Note that any view that
you add that includes the master column can be used as a master view.
a. Click the Criteria tab.
b. In the Selected Columns pane, click the More Options button for the State column and select
Column Properties.
c. Click the Interaction tab.
d. In the Value section, define the column values primary interaction as Send Master-Detail
Events. Note that any type of column can be set up as a master column, but must appear in
the body of the master view, not on the page edge or in a section slider.
e. In the Specify Channel field, enter state as the master channel. The master channel can be
any value you want, but the channel and any reference to it must be exactly matching,
including case. The Interaction tab should appear as follows:

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f. Click OK.
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3. Set the Graph view as the detail view.


a. Click the Results tab.
b. Click the Edit View button for the Graph view.
c.
d.
e.
f.

Click the Edit Graph Properties button


on the toolbar.
In the Graph Properties dialog box, select the Listen to Master-Detail Events option.
In the Even Channels field, enter state.
The General tab should appear as follows:

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g. Click OK.
h. Click Done to close the Graph Editor and return to the Compound Layout.

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4. Test the master-detail linking.


a. Note the current location of the State slider in the Graph view.
b. In the master Table view of the Compound Layout, click the NM value in the master State
column.

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c. The State slider in the Graph view, because the view is listening on the state master channel,
updates to select New Mexico automatically.

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d. Experiment with the master-detail linking, and then save the analysis.

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Practice 6-3: Adding a Column Selector to an Analysis


Goals

To add a column selector to an analysis

Scenario

Add a column selector view to enable users dynamically to change the columns that
appear in an analysis.

Time

510 minutes

Instructions
Using the 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.
1. Create the following analysis:

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2. Click the Results tab to view your results. By default, the results appear in a Compound Layout
with a Title view and a Table view because you used an attribute column in your selected
columns for the analysis.

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3. Add a Column Selector view to the Compound Layout.

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a. Click the New View button either in the Views pane or on the toolbar and select Other Views
> Column Selector.

b. Click the Edit View button to open the views editor.


c. In the Column 1 column (Customer), select the Include Selector option.

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d. Add choices to the column selector by clicking the following attribute columns in the Subject
Areas pane: Time.Month, Time.Year, Customer.Region, Customer.State. Notice that you
can edit column properties or add custom formulas for the columns in the list. Hierarchical

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columns cannot be added to the selector.

e. Click the preview Column Selector drop-down list to verify that the columns appear as
selected.

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f. Click Done to return to the Compound Layout.


g. Scroll to the bottom and locate the Column Selector view.
h. Drag the Column Selector view above the Table view in the Compound Layout.

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4. Use the Column Selector to modify the table results.

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a. Select Region from the Column Selector drop-down list and notice the results.

b. Select the other columns from the Column Selector and notice the results.
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.

5. Save your analysis as My Column Selector in the My Sales folder.

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Practice 6-4: Using the Table View


Goals

To use the Table view to show results in a standard table, experiment with the use of
sections and prompts, and add additional features, including totals and bins

Scenario

Use the Table view to display column totals and grand totals, combine values into bins,
and specify Table view properties, such as location of paging controls, number of rows
per page, green bar styling, and column and table headings.

Time

1520 minutes

Instructions:
1. Create the following analysis and associated filters:

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Note: If you add the Year column to your analysis to create the filter, delete it from the analysis
after creating the filter.
a. Click Results.

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2. Hover on the Customer column, select its handle, and drag to move it to the right of the Month
and Day In Month columns. A blue bar appears at valid insertion points in the table when you
hover over them without dropping the column.

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3. Without opening the Table editor, set the Customer column as a table prompt to create a prompt
for its values, and set the Month column as a section.
a. Drag the Customer column above the table to the Table Prompts drop target. The Table
Prompts and Sections drop targets appear in blue as you drag over them. Note that you could
make the same change by right-clicking the column header and selecting Move > To
prompts.

b. Verify the results by selecting A Site For Appetite from the table prompt:

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c. Drag the Month column to the Sections drop target. Note that you could make the same
change by right-clicking the column header and selecting Move > To sections.

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d. Select the Acropolis Restaurant in the table prompt. Your analysis should appear as
follows:

4. Notice that in the results, you can drill by default on the months displayed in the section and on
the Customer column heading. This would add the next level of each hierarchy to your section
and prompt, so in this case, you should turn off the drill behavior.
a. Click the Criteria tab, click the More Options button for the Month column, and select
Column Properties.
b. In the Column Properties dialog box, click the Interaction tab.
c. In the Primary Interaction drop-down list for the Value, select None.
d. Click OK to close the dialog box.
e. Navigate to the results and verify that the Month values in the sections are no longer
drillable.

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f. Repeat the steps to turn off the drill interaction for the Customer column in this analysis.

5. Save the analysis in the My Sales folder as My Table View Table Prompt and Sections.
6. On the Criteria tab, remove any filters applied as a result of selections made in the table prompt
during testing. Your filters should appear as follows:

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7. Remove the table prompt and the section, and then specify report totals.
a. Click the Edit View button in the Compound Layout to open the Table editor.
b. In the Layout pane of the Table editor, drag the Customer column from the Table Prompts to
the Table drop target.
c. Drag Month from the Sections drop target to the Table drop target. Check your work:

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in the Columns and Measures


d. To add a grand total for the report, click the Totals button
drop target and select After. A grand total is added to the bottom of the table.
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e. Click the All Pages button and scroll to the bottom of the results.

f. Click the Totals button again and select the Format Labels option. Specify caption, cell,
font, and border options as desired.
g. Click the Totals button again and select the Format Values option. Specify cell, font, and
border options as desired.
h. Click the More Options button
for the Customer column, select Format Values, and set
the font style for the columns values to bold.
i. Click the Total By button
and select After for the Month column to apply totals for the
individual column.
j. Click the Total By button
for the Month column again to modify the format for labels
and measure values.
k. Your analysis should look similar to the following:

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l. Save the analysis in the My Sales folder as My Table View Totals.

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Practice 6-5: Working with Views


Goals

To add a variety of views to results

Scenario

You add a variety of views to the results of an analysis to help you look at data in
meaningful and intuitive ways. Preparing multiple views of results helps users to
identify trends and relationships in data. You create an analysis and add Filters,
Legend, Narrative, Ticker, and Logical SQL views. Finally, you add a View Selector
view so that users can choose the view that is useful to them.

Time

1520 minutes

Instructions:
1. Create the following analysis:

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2. Click Results.

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3. Add a Filters view and drill in the attribute hierarchy.


a. Click the New View button on the toolbar and select Filters to add a Filters view.
b. Drag the Filters view above the Table view and below the Title view.
c. Drill down on the Central region.
d. Notice how the Filter view changes after drill down to include a filter for Region that is equal
to Central. This is because drilling down limits the result set and automatically creates a
filter. The Filter view tracks the filters in the analysis.
e. Drill down on Mary Silver to see her customers, and then drill down on Alley Dog to see
what product categories that customer has purchased. You can continue drilling from Product
Type down to the specific product.
f. Check your results, which should appear similar to the following depending on the drill path
you take:

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Notice that the administrator of the metadata repository has set up the hierarchy to drill
directly from the Region to the Sales Rep and, below that, to the Customer. Also notice that
drilling on the Customer results in the analysis of the products that the customer has bought.
This is an example of a cross-dimensional hierarchy drill path.
g. Click the Criteria tab. Notice that columns and filters have been automatically added to the
original analysis.

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h. Remove all filters.


i. Remove all but the Region and Dollars columns.

4. Add a Legend view.


a. Create a conditional format for the Dollars column where the background cell color for
dollars less than one million is red, dollars between one million and two million is yellow,

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and dollars greater than two million is green.

b. Add the Sales District column to your analysis and click Results.
c. Delete the Filters view you created in an earlier step. To do this, remove it from the analysis
completely by selecting it in the Views pane and clicking the Remove View from Analysis
button.

d. Open the Table editor and move the Sales District column from the Excluded drop target to
the Columns and Measures drop target.
e. Click Done.
f. In the Views pane, click the New View button and select Other Views > Legend.
g. In the drop-down list, set Legend items per row to 3.
h. Populate title and items based on the following screenshot. Use the Sample Text format
buttons to set colors to match those used in the conditional formatting for the Dollars column.

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i. Click Done to return to the Compound Layout.


j. In the Views pane, select the Legend view you have created for your analysis and click the
Add View button
to add it to the Compound Layout.

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k. Check your work.

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5. Add a Narrative view.


a. On the toolbar, click the New View button and select Other Views > Narrative.
b. Select the Narrative view in the Views pane and click the Edit View button.
c. In the Prefix field of the Narrative Editor, enter This report shows sales by sales
district. The sales districts are:.

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.
d. Select the text in the Prefix field and click the Bold button
e. Place your cursor at the end of the text, after the close bold tag, and click the Line Break
button twice.
f. In the Narrative field, enter @2. This will include the results from the second column (Sales
District) in the narrative text. You use @n to return results from a column, where n
represents the desired column based on the sequence of columns in the analysis. In this
example, Sales District is the second column in the analysis. Notice that if you want to, you
can limit the number of rows displayed or add row separator text or tags, for example, a line
break.
g. Place your cursor after @2 and click the Line Break button.
h. In the Postfix field, enter Please address sales marked as red.
i. Bold the text in the Postfix field.
j. Place your cursor at the beginning of the text in the Postfix field, before the bold tag, and
click the Line Break button once.

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k. Check your work.

l. Click Done to return to the Compound Layout and check your results.

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6. Add a Ticker view.


a. On the toolbar, click the New View button and select Other Views > Ticker.
b. Select the Ticker view in the Views pane and click the Edit View button.
c. In the Beginning Text field, enter Total Sales by Sales District between the <tr> and
<td> tags.
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 Sales District and column 3 is Dollars.

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e. Check your work.

f. Accept all other defaults and click Done to return to the Compound Layout.

7. Add a Logical SQL view. This view is useful for administrators and developers for debugging
purposes, and is usually not included in results for typical users.
a. On the toolbar, click the New View button and select Other Views > Logical SQL.
b. Verify that a logical SQL view was added to the Compound Layout and that the logical SQL
for the query appears.

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8. 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. Select the View Selector view in the Views pane 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.
f. Repeat the above step to add the following views to the Views Included list: Logical SQL,
None, and Narrative.
g. In the Views Included list, select the None view and click the down-arrow button
to
move it to the bottom of the list. The views appear in the list in the order that they appear in

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the view selector. Note that you can also rename views in the list to give them names that are
more meaningful to your users.
h. Check your work.

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 appears.
9. Save the analysis in the My Sales folder as My Views.

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111

Lesson 7: Showing Results with Gauge Views and Map Views

Practice 7-1: Showing Results as a Gauge


Goals

To use the Gauge view to show results as gauges in Oracle Business Intelligence
Answers

Scenario

Create an analysis and display results in a Gauge view by using the Dial Gauge type.
Set general background properties for the Gauge view, modify ranges, titles, and
footers, and set advanced properties.

Time

1015 minutes

Instructions:
1. If necessary, start Oracle Business Intelligence Presentation Services and log in as weblogic.
2. Create the following analysis and associated filters:

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Note: If you add the Date column to your analysis to create the filter, delete it from the analysis
after creating the filter.
3. Click Results.

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4. Add a Gauge view to the Compound Layout.


a. On the toolbar, click the New View button

and select Gauge > Default (Dial).

b. Click the Edit View button for the Gauge view.


c. In the Gauge Editor, click the Style button
d. Click the Show/Hide Settings Pane button
e. In the Size drop-down list, select Small.

on the toolbar and select Dial.


to hide the Settings pane.

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f. Verify that Dollars is set as the measure in the Measures drop point.

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g. Drag the Units Shipped measure from the Excluded drop point to the Measures drop point.

5. Explore and set the Gauge properties.


a. On the toolbar, click the Properties button. The Gauge Properties dialog box appears.
Gauges share similar available properties to other views. Explore the available properties in
the various tabs.
b. Click the Style tab. Retain the defaults for arc length and the gauge size you already set on
the editor toolbar.
c. In the Marker Type section, select Line from the drop-down lists for the Dollars and Units
Shipped measures.

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d. Set the marker color for Dollars to blue, and for Units Shipped use black.

e. Use the gauge and canvas colors and borders settings to format the gauge as you want.
f. On the Titles and Labels tab, set the overall gauge set title to Q109 Revenue Units
Shipped.
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 blue line shows units dollars, whereas the black line shows units shipped.
The colors indicate the gauge ranges.

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6. Modify the Gauge ranges.


a. Click the Show/Hide Settings Pane button to show the Settings pane.
b. By default, the Gauge ranges for the Dial Gauge are set to show percentage of total.
Currently, the Dial Gauge displays three percentage ranges. Click the Add Thresholds
button to add a fourth range. Keep its default color.
c. Check your results. The Dial Gauges now display four percentage ranges and the legend
captions have changed to reflect the new ranges. Notice that the ranges are dynamically
updated so that they represent equal percentages.

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7. Save the analysis as My Gauge View in the My Sales folder.

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Practice 7-2: Using Map Views


Goals

To use the Map view to show results as binned percentiles of a measure for states on
a map

Scenario

You create an analysis and display results in a Map view 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 dollars for states
in the maps.

Time

1015 minutes

Instructions:
1. If necessary, start Oracle Business Intelligence Presentation Services and log in as weblogic.
2. Create the following analysis:

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3. Click the Results tab.

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4. Add a Map view to the Compound Layout.


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a. Click the New View button on the toolbar and select Map. The world map is displayed.

2007 Oracle Corp. 2007 NAVTEQ

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b. Notice that by default, the map formats are binned along quartiles for the Dollars measure
and are distinguished as shades of gray for use in the map.

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c. Use the Zoom and Pan tools in the Map view to zoom in and view the United States in the
world map. Your administrator has created and mapped a layer to the State column in the
SupplierSales subject area and set a default format.

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2007 Oracle Corp. 2007 NAVTEQ

d. The layer has been mapped to a number of zoom layers, so that the state formats are available
as you zoom in on the map of the United States. Click the Edit View button
for the Map
view to open the Map Editor.

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e. On the toolbar, click the Map Properties button . The Map Properties dialog box appears.
Maps share similar available properties to other views, particularly graph views. Explore the
available properties in the various tabs, including the Canvas Size options.
f. On the Tools tab, notice that you can turn on and off the Pan and Zoom tools, the Zoom
Slider, and the distance information display. Leave the default settings.

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g. On the Interaction tab, deselect the Automatically create formats when drilling option.
Because you currently have only one layer mapped, you cannot drill in the map, so this
option is unnecessary for your map. In maps with multiple layers, for example, drilling from
state to city would, if the option were set, automatically create a new format for the city layer
that would then appear in the Map Formats list.
h. 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.
5. Edit the default Color Fill format.
a. Hover over the Dollars (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.
c. Retain the default for the tooltips. You can select from the columns in the analyses to display
their names when users hover over column values in the map.
d. Notice that the Vary Color By drop-down list includes measures in your analysis to select to
vary color by. Because you have only one measure, Dollars, in your analysis, leave this set as
the value.
e. Experiment with the binning options in the Bin Type drop-down list. When you select the
default, Percentile Binning, the bins are automatically broken into quartiles from Maximum
to Minimum, as seen in the bottom of the dialog box. You can add labels to each bin to
clarify the results if desired. You can also increase or decrease the number of bins by making
selections in the Bins drop-down list. Set the number of bins to 6.

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f. Experiment with the other types of binning. Value binning enables you to set minimum and
maximum values and label bins similarly to how you set them for bins in an earlier practice.
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 the first 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, which is
available for Color Fill formats using percentile or value binning, 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. The Color Fill dialog box should look like this:

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j. Click OK and verify your changes.


k. Change the Color Fill Format back so that the Allow Dashboard Users to Edit Thresholds
option is deselected.
l. Save the analysis as My Map View.

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119

Lesson 8: Measuring Results with Key Performance Indicators

Practice 8-1: Measuring Results with KPIs


Goals

To create a KPI and stand-alone KPI Watchlist

Scenario

KPIs are metrics to measure the performance of an organization relative to its strategic
objectives. Create a KPI against ordered and shipped units, and then create a KPI
Watchlist. Set dimensionality for product suppliers, customer region, and time.

Time

2530 minutes

Instructions
1. If necessary, start Oracle Business Intelligence Presentation Services and log in as weblogic.
2. Click New in Global Header and select KPI.

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3. Select the SupplierSales subject area. The KPI Wizard appears.

4. The General Properties pane enables you to assign the business owner responsible for the KPI,
to
include actual and target values for the KPI, and trend your data. Click the Set User button
open the Select Business Owner dialog box.
5. Enter an asterisk in the Name text box and click Search.

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6. Select weblogic and click OK.

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7. Select the Actual and Target Values.


a. In the Actual Value drop-down list, expand the Fact Sales folder and select Units Shipped.
b. In the Target Value drop-down list, expand the Fact Sales folder and select Units Ordered.
c. Select the Enable trending option. The Compare to prior and Tolerance fields allow you
to compare KPIs for prior periods and indicate an increase or decrease in performance.

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d. In the Compare to prior drop-down list, expand the Time folder and select Quarter to
compare with the prior quarter.
e. Enter 0.01 in the Tolerance field and select % Change from the drop-down list. The
tolerance can be entered as a percent or an actual number that represents a difference
(change) from the prior period. In this case, a tolerance of 1% is acceptable before the value
is considered to be worsening or improving.
f. The General Properties pane should look like this:

g. Click Next. The Dimensionality pane appears.

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8. The Dimensionality pane enables you to aggregate KPI values, target values, and ranges, using
dimensions in the subject area. You can set specific values, which essentially filter the results, a
process called pinning. For this exercise, all dimensions should have the Not Pinned value.
a. Click Add and, in the Add New Dimension dialog box, select Time > Year and click OK to
add the dimension to the list of dimensions to qualify.
b. Add Customer.Region, Customer.Customer, Product.Supplier, and Product.Generic to
the list of dimensions. Your table should look like this:

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c. Click Next. The Thresholds pane appears.

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9. The Thresholds pane enables you to indicate whether high, low, or target values are desirable; to
specify ranges and status symbols for performance; to create or assign actions based on KPI
status, and so on.
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a. The Goal section provides a drop-down list that indicates a specific level of performance.
Ensure that the default, High Values are Desirable, is selected.
b. The Threshold section allows you to specify numerical values or measures that separate
performance levels. When Units Ordered for the year is diminished by 10%, a warning status
should be set. When Units Ordered for the year drops by 20%, a critical status should be set.
Finally, when Units Ordered for the year drops by 30%, a super critical status should be set.
In the first drop-down list, which is associated with the WARNING status, select Target
Value - "Fact-Sales"."Units Ordered".
c. Enter an asterisk immediately following the column name, and then enter .90. The text box
should look like this:
d. In the second drop-down list, which is associated with the WARNING status, select Target
Value - "Fact-Sales"."Units Ordered".
e. Enter an asterisk immediately following the column name, and then enter .80. The text box
should look like this:

f. Click the Add threshold button .


g. In the drop-down list for this text box, select the Units Ordered dimension again and
multiply by .70. The text boxes should look like this:

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h. The Status section allows you to assign a symbol, color, action, and so on to each threshold.
In the last text box for status, change CRITICAL to SUPER CRITICAL.
i. When you added this new threshold, status for CRITICAL became CRITICAL 2. Change
this back to CRITICAL.
j. Change the color for the critical status from red to orange using the Color Selector.
k. Change the symbol for the super critical status from a red X to a red flag. Click the red X
symbol. The Graphics dialog box appears.

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a.

Click the Checkered Flag icon to view the set of symbols for that icon and select the red
flag option.

b. Click OK.
c. Check your work:

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d. Click Next. The Related Documents pane appears.

10. The Related Documents pane enables you to view and add links to BI objects and Web pages
that provide additional information about the KPI. Explore this pane.
a. Click the Add button. The Add a Related Document dialog box appears. By default, you
add a BI object by browsing the Presentation Catalog.
b. Select Link in the Type drop-down list. You can also link to an available Web page using the
full relative path.
c. Click Cancel to close the dialog box.

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11. Click Finish and, in the Save As dialog box, save the KPI as Units Ordered in the My Sales
folder.
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12. Navigate to the Home page. You should see your KPI in the Recent section.

13. Click the Open link to run the KPI. Your results should look like this:

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14. Review your results.


a. Looking specifically at 2nd & Goal Sports Caf, what assumption can you make regarding
Omaha Beefs supply for Shredded Pork?

b. Looking once again at 2nd & Goal Sports Caf, what assumption can you make regarding
Arthurs?

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15. A KPI Watchlist is a collection and performance status report of KPIs (that may or may not be
created in Oracle BI Scorecard) to measure the progress of objectives or initiatives. Create a
stand-alone KPI Watchlist.
a. On the Home page, click the KPI Watchlist link under Performance Management in the
Create section. A new watchlist appears.
b. In the Catalog pane, navigate to the Units Ordered KPI. Drag the KPI from the Catalog pane
to the Performance tab. The Add KPI dialog box appears. In the Add KPI dialog box, you
can select the specific value, assume the entire point-of-view (also known as the stakeholder
category), or enter a variable. To select a value or variable, other than the entire point-ofview, click the drop-down list icon .
c. Leave each value set to Use Point-of-View. What is the value of leaving the dimensions set
to Point-of-View?
d. Enter Units Ordered as the label.

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e. Click OK. The KPI Watchlist refreshes. Your KPI Watchlist should look like this:

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f. The Point-of-View bar enables you to analyze the dimensionality of other columns. You can
also toggle forward and backward by using the clock icons.

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g. Select the following values from the Point-of-View bar:


Column Name

Value to Select

Time.Year

2008

Customer.Region

Central

Customer.Customer

Acropolis Restaurant

Product.Supplier

Point-of-view

Product.Generic

Peppermint Mints

h. What is the status of the results?

i. Change the Point-of-View bar from 2008 to 2009. What is the status of the results now?
j. Experience the power of the KPI Watchlist by using the clock icons to navigate to previously
viewed dimensions and values and by using the Point-of-View bar.
k. Save the KPI Watchlist with a meaningful name in the My Sales folder.
16. Run the watchlist.
a. Click the Objects drop-down list and select Analyze.

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Note: You can also edit the watchlist entry from the Objects drop-down list. By editing the
entry, you make changes to the dimensionality for each column, allowing you to remove the
Point-of-View pinnings for the entries.
b. The KPI Watchlist opens. Notice that you can drill on year, product description (generic),
and so on. Review the detail and close the watchlist.

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Lesson 8: Measuring Results with Key Performance Indicators

Solutions 8-1: Measuring Results Using KPIs


Answers
14.a.

Looking specifically at 2nd & Goal Sports Caf, what assumption can you make regarding
Omaha Beefs supply for Shredded Pork?
Omaha Beef was not able to meet the requirements for Shredded Pork; that is, they could
not supply the 184 targeted units.

14.b.

Looking once again at 2nd & Goal Sports Caf, what assumption can you make regarding
Arthurs?
Arthurs has met or exceeded expectations for the demanded products to 2nd & Goal
Sports Caf.

15.c.

What is the value of leaving the dimensions set to Point-of-View?


By not pinning the Point-of-View, all values for the dimension become available to the end
user for analysis.

15.h.

What is the status of the results?


Super Critical.

15.i.

Change the Point-of-View bar from 2008 to 2009. What is the status of the results now?
OK.

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127

Lesson 9: Showing Results with Pivot Tables

Practice 9-1: Working with Pivot Tables


Goals

To use the Pivot Table view to display results in Oracle Business Intelligence

Scenario

Use a Pivot Table view to take row, column, and section headings and swap them
around to obtain different perspectives of the data. You create multiple drop-down lists
for attributes, add totals, override default aggregation rules for measures, display an
items relative value, use calculations, and modify pivot table formatting.

Time

2025 minutes

Instructions
1. Create an analysis and work with its Pivot Table view.
a. Create the following analysis and associated filter:

b. Click the Results tab. Because your analysis includes a hierarchy column, a pivot table
appears by default in the compound layout.

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c. Click the Edit View button for the Pivot Table view to open the Pivot Table Editor.

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d. Click the Display Results button to hide the results preview, and then drag the Layout pane
to the top of the Editor workspace.

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e. Drag Year to the Pivot Table Prompts drop target to create a prompt for the pivot table.
f. Click the Display Results button to display the results preview and drag the Layout pane
below the preview in the editor.
g. Drag the Region column by its handle to the Table Prompts drop target next to Year.

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h. In the Layout pane, drag Generic to the Columns drop target. Make sure that Generic is
below Measure Labels.

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i. Check your work:

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j. Your results should look similar to the following:

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k. Hover over the Dollars measure label, select its handle, and drag it below the column titles:

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l. Move the Measure Label back to its original position.


m. On the Criteria tab, remove the Region column from the analysis.

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2. Add sorts to the pivot table. Because your analysis includes a hierarchical column on the row
edge, you can sort members, measures, and rows.
a. Sort the members in the hierarchy using the header cell. Click the Sort Descending caret .
b. Your results should look similar to the following. Notice that the Generic column is, by
default, set to sort descending, so that the product with the most revenue appears in the
closest column, with the others descending from there. Also notice that by sorting descending
on Customer Total, the West region is not sorted ascending or descending.

c. Click the Sort Ascending caret to set an ascending sort on the West region using the single
column on the row edge. Notice that the Generic columns are rearranged to match the
column sort. Notice that the columns on the other edge are resorted.

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d. Experiment with other sorts on various edges of the pivot table.

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3. Add totals to the pivot table.


in the Columns drop target and select After.
a. Click the Totals button
b. Click the Totals button in the Rows drop target and select After.
c. Your results should look similar to the following:

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4. Override the default aggregation rule for the Dollars measure. The default aggregation rule is
specified in the Oracle Business Intelligence repository, or by the original author of a report. In
this example, the default aggregation rule for Dollars is SUM.
a. What is the total dollar amount for the California sales district? You compare this value with
the value after you override the default aggregation rule in the next steps.

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b. Click the More Options button


for the Dollars measure.
c. Select Aggregation Rule > Average.

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d. What is the total dollar amount now for the California sales district?

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e. Check your results. Notice that the total dollar amount is now the average rather than the
sum.

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f. Experiment with some of the other available aggregation rules and notice how the value
changes for total dollars.
g. After you finish, reset the aggregation rule to Default.

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5. Add green bar styling and formatting to the Pivot table to make it more visually appealing.
on the editors toolbar. The Pivot Table
a. Click the Pivot Table View Properties button
Properties dialog box appears.
b. Select the Enable alternating row green bar styling option.
c. In the Alternate drop-down list, select All Columns.

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d. If desired, click the Set alternate format button


to modify the formatting of the
alternating rows.
e. Click OK to close the Pivot Table Properties dialog box.
f. Check your work. Your results should look similar to the following:

6. Add formatting for sections and section content. Include the column heading, set a page break
for each time the section changes, and retain the default behavior suppressing blank rows in the
sections.
a. Move the Year column from the Pivot Table Prompts to the Sections drop target. Notice that
the Pivot table is now divided into two sections, one for each year.

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b. Click the Section Properties button


in the Sections drop target.
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.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:

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7. Show dollars as a percentage of the total for each section.


a. Click the More Options button for Dollars.
b. Select Duplicate Layer.

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c. Click the More Options button for the Dollars column that you just created, and select
Format Headings. The Edit Format dialog box appears.
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d. In the Caption field, enter % Dollars.


e. Click OK.
f. Click the More Options button for % Dollars, and select Show Data As > Percent of >
Section.

This displays the percentage of the section that this value constitutes.
g. Your results should look similar to the following:

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8. Build a calculation that identifies combined dollar sales and percentages for powdered sugar and
white sugar only.
a. Click the More Options button for the Generic column.
b. Select New Calculated Item. The Calculated Item dialog box appears.
c. In the Display Label field, enter Powdered & White.
d. In the Function drop-down list, select Sum.
e. In the Available list, select the Powdered Sugar and White Sugar values and add them to
the Selected list. Use the Search button
to narrow the available members for your

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selection.

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f. Click OK.
g. Click Done.
9. Save the analysis as My Pivot in the My Sales folder.

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Solutions 9-1: Showing Results with Pivot Tables


Answers
4.a.

What is the total dollar amount for the California sales district?
$115,835

4.d.

What is the total dollar amount now for the California sales district?
$38,612

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Lesson 9: Showing Results with Pivot Tables

Practice 9-2: Displaying Running Sums in Pivot Tables


Goals

To display running sums in a Pivot table

Scenario

You display a running sum for dollars from January through December of 2008, and a
running sum for percentage of dollars from January through December of 2008.

Time

1520 minutes

Instructions
You now build a pivot table that contains running sums for revenue throughout each month of the
year 2008. You also create running sums of the percentage of revenue for the year for each month.
1. Create the following analysis and associated filters.

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Note: Use the Create a Filter button in the Filters pane to select the Year column from the
SupplierSales subject area for your filter, so that it is not added to the selected columns for the
analysis.

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2. Set an ascending sort on the Month Code column, and then hide the column so that it does not
appear in the results.
a. Click the More Options button and select Sort > Sort Ascending.
b. Click the More Options button and select Column Properties. The Column Properties
dialog box appears.
c. On the Column Format tab, select the Hide option.
d. Click OK.

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3. Add a pivot table with totals.


a. Click the Results tab. Because the analysis contains attribute columns, but no hierarchy
columns, the Compound Layout defaults to a table view.
b. Click the New View button and select Pivot Table.
c. Click the Edit View button for the Pivot Table view to open the Pivot Table Editor.
d. For clarity, drag the Month Code column, which you just hid on the Criteria tab, to the
Excluded drop point to exclude it in the Pivot Table Editor. You could also hide it by
clicking its More Options button and selecting Hidden.

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e. Click the Totals button for Rows.

f. Select After.
g. Check your results:

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4. Build a running sum column for the Dollars measure.


a. Click the More Options button for the Dollars measure and select Duplicate Layer.
b. Click the More Options button for the duplicate Dollars column and select Format
Headings. The Edit Format dialog box appears.
c. In the Caption field, enter Running Sum Dollars.
d. Click OK.

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e. Click the More Options button for Running Sum Dollars and select Display as Running
Sum.

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f. Notice that the Running Sum Dollars column now displays a running sum for dollars from
January through December of 2008. For example, the Running Sum for January is the same

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as the basic total for January, whereas the Running Sum for February is the total of January
and February, and so on.

5. Build two additional columns to display the percentage and running sum for percentage.
a. Duplicate the Dollars measure again and change the new columns caption to %Dollars.
b. Click the More Options button for the %Dollars column and select Show Data As > Percent
of > Column. The column displays the percentage of total revenue earned in each month.

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c. Duplicate the %Dollars measure and change the new columns caption to Running Sum
%Dollars.
d. Click the More Options button for the Running Sum %Dollars column and select Display as
Running Sum. The Running Sum %Dollars column now displays a running sum for

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percentages from January through December of 2008.

e. Click Done to close the Pivot Table Editor.


6. Delete the Table view from the Compound Layout and save the analysis as My Running Sum
Table in the My Sales folder.

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Lesson 10: Creating Oracle Business Intelligence Dashboards

Practice 10-1: Adding Content and Pages to a


Dashboard
Goals

To populate the personal dashboard with content

Scenario

Populate the default personal dashboard with analysis content created in previous
practices and configure the dashboard and its properties.

Time

1015 minutes

Instructions
You now set up My Dashboard to show analyses you created in earlier practices. This dashboard
presents you with regional and state sales data when you load it after logging in to Oracle Business
Intelligence Presentation Services.

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1. If necessary, start Oracle Business Intelligence Presentation Services and log in as weblogic.

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2. Set your account settings so that your starting page is My Dashboard rather than the Home page.
a. Click your username, weblogic, in the Global Header, and click the My Account link.

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b. On the Preferences tab of the My Account dialog box, select My Dashboard from the
Starting Page drop-down list. The default is to start at the Home page.

c. Click OK.

3. Use the Global Header to open your dashboard. Note that you can also create a new dashboard
using the New button or the link in the Create section of the Home page.
a. Click the Open button in the Global Header and select Open.

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b. In the Open dialog box, navigate and select page 1 of My Dashboard.

c. Click OK.
d. The dashboard is currently empty. Click the Edit link/icon to open the dashboard in the
Dashboard Builder.
4. In the Dashboard Builder, create a new extra dashboard page. You will delete this page late in
the practice.
a.
b.
c.
d.

Click the Add Dashboard Page button


. The Add Dashboard Page dialog box appears.
Enter Western Region Analysis in the Page Name field.
Click OK. The page is added to the dashboard.
Add another page named New Page.

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5. Hide page 1 of the dashboard and view and edit the dashboard properties options to make
changes to the pages and appearance.

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a. Click the Tools button


and select Dashboard Properties.
b. In the Dashboard Properties dialog box, retain the default Style for the dashboard. Styles
control how dashboards and results are formatted for display, such as the color of text and
links and so on. When you select a style from the drop-down list, you are applying a preset
cascading style sheet that controls overall dashboard appearance properties.
c. Click the Edit button for the Dashboard Report links. Using the options in this dialog box,
you can add links for users to perform actions on the content of a dashboard. This setting
affects the defaults of the entire dashboard. You can also set these properties for individual
pages of the dashboard by clicking the Tools button and selecting Page Report Links. The
default for page report links is Inherit Dashboard Settings. Select Analyze, Edit, Refresh,

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and Copy.

d. Click OK.
e. In the Dashboard Pages section, select page 1 in the pages list. Select the Hide Page option.
Notice that you can also 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.
f. Click the Move selected items to bottom of list button to move page 1 below the new
pages you created.
g. Click OK and verify that the page order in the dashboard.

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h. To verify that page 1 is hidden, save the dashboard and click Run. The default page 1 should
not appear.

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i. Click the Edit link in the dashboard to reopen the Dashboard Builder.
j. Reopen the Dashboard Properties dialog box to delete the New Page from the dashboard.
i. Notice that you could delete the page in the Dashboard Builder using the Delete Current
Page button .
ii. Open the Dashboard Properties dialog box.
iii.
iv.
v.
vi.

In the Dashboard Pages section, select New Page and click the Delete button .
Click Yes to confirm the deletion.
Click OK to close the Dashboard Properties dialog box and save your changes.
Your My Dashboard pages should now appear as follows. Recall, however, that at
runtime page 1 is hidden.

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6. Click the Save button in the Dashboard Builder to save the dashboard.
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7. Add content to the Western Region Analysis page.


a. Notice that the Page Layout pane initially has no content in it.
b. In the Catalog pane, expand the Shared Folders > My Sales folders.
c. Drag the Western Region Sales with Graph analysis onto the Page Layout pane.

Notice that a column is added, within which a section is added containing the embedded
analysis.

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8. Explore the column formatting options.


a. Hover over Column 1, click the Properties button , and select Column Properties.
b. Notice that the Column Properties dialog box includes the same Cell, Border, and other
formatting options and tools familiar from formatting containers and other analysis and
interface elements.
c. Set the background color to light gray and click OK.

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9. Explore the section formatting options.


a. Hover over Section 1, click the Properties button, and select Format Section.
b. Notice that the Section Properties dialog box includes the same Cell, Border, and other
formatting options and tools. Leave the default settings for the section and click OK.
10. Rename the Section.
a. Click the Properties button and select Rename.
b. In the Rename dialog box, enter Western Region Sales and click OK.
11. Because the analysis is set to drive master-detail events when drilling instead of drilling to the
next level of the hierarchy, verify that the section is set not to drill in place. Also verify that the
section is collapsible. Click the Properties button verify that Drill in Place is not selected and

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that the Collapsible option is:

12. Using similar steps, 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.
13. Click the Preview button to verify the results of your work so far:

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14. Close the preview browser window.

15. Set the Western Region Sales with Graph analysis to display in the section as a link that, when
clicked, opens the analysis within the section.
a. Hover over the analysis, click the Properties button , and select Display Results > Link
Within the Dashboard.
b. Save the dashboard.
c. Click Run to test the change.

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d. Click the link to open the analysis in the section.


e. Click the Return link.
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f. Click the Page Options button


Builder.

and select Edit Dashboard to return to the Dashboard

16. Rename the report in the dashboard.


a. Click the Properties button for the analysis and select Rename.
b. In the Rename dialog box, change the name to Western Region Sales and select the Use
Dashboard Object name as link text option.
c. Click OK.
d. Save and run the dashboard to verify the change and then return to the Dashboard Builder:

17. Explore the other analysis properties you can set.


a. Click the Properties button for the analysis.
b. The Report Links option allows you to override the default settings for the report links you
have set for the overall dashboard.
c. The Show View option allows you to select any compiled view for the analysis to display in
the dashboard, and clicking Edit Analysis opens the analysis in the Analysis Editor.

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18. Set the analysis to display embedded in the section instead of as a link.
19. Save the dashboard.

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20. Set a condition on the section. If the condition returns a true for the Boolean value, then the
section appears, if not it is collapsed.
a. Click the Properties button and select Condition.

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.
b. In the Section Condition dialog box, click the New Condition button
c. In the New Condition dialog box, select KPI in the Create condition based on the drop-down
list and click Browse.
d. In the Select KPI dialog box, browse to the My Sales folder, select the Units Ordered KPI
you created earlier, and click OK. The New Condition dialog box is populated with condition
information from the KPI.

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e. In the Values for the dimensions, select the following values. These values represent a
collection of dimension values that will evaluate to a warning in the KPI.

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f. In the Condition true if KPI drop-down list, select Status is WARNING.


g. Click Test.
h. The combination of values selected should evaluate to true for the Warning status.

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i. Click OK.
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k. Click OK.
l. Save and run the dashboard. The section is displayed.
m. Navigate back to the Dashboard Builder, click the Properties button for the section and
select Condition.
n. In the Section Condition dialog box, click the More button and select Edit Condition.
o. In the Edit Condition dialog box, select 2009 as the value for the Year dimension. This
should evaluate the KPI condition as false, as it will not equate to a Warning status.
p. Click Test.

q. Click OK.
r. Click OK.
s. Save and run the dashboard. The section is not displayed because the condition evaluated to
false.
t. Navigate back to the Dashboard Builder, click the Properties button for the section and
select Condition.
u. In the Section Condition dialog box, click the More button and select Remove Condition.
Notice that you could also save the condition to the Catalog for reuse.
v. Click OK.

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21. Verify that your personal dashboard is now set as the default start page. Log out of Oracle
Business Intelligence and then log back in as weblogic. You should default to My Dashboard
upon login. In your account settings, set the default back to the Home page.

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22. Publish the dashboard to share it with other users in the Shared Folders.
a. Click the Page Options button and select Edit Dashboard to open the Dashboard Builder.
b. Click the Tools button and select Publish Page to Dashboard.
c. Click Browse and, in the Select Dashboard dialog box, navigate to Shared
Folders/Components/Dashboards in the Presentation Catalog and select the For Publishing
dashboard.
d. Click OK. The Publish Page to Dashboard dialog box should look like this:

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e. Click OK. If necessary, A confirmation dialog box appears:

f. Click OK.
g. Click the Dashboards button in the Global Header and, in the Components section, select the
For Publishing dashboard.
h. Click the Western Region Analysis dashboard page and verify that the dashboard was
published to the dashboard.

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149

Lesson 11: Configuring Oracle Business Intelligence Dashboards

Practice 11-1: Embedding Content in a Dashboard


Goals

To add content other than analyses to a dashboard

Scenario

You have a dashboard with content generated by Oracle Business Intelligence analyses.
You want to add additional content from sources other than an analysis. You add a folder
object and embed a PDF file and an HTML link.

Time

2030 minutes

Instructions
1. If necessary, start Oracle Business Intelligence Presentation Services and log in as weblogic.
2. Click the Open button in the Global Header and select My Dashboard Western Region
Analysis in the Recent section.
3. Click the Page Options button and select Edit Dashboard.

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4. Add an existing folder to display information on the dashboard page.


a. From the Dashboard Objects pane, drag a Column object to the right of Column 1 on the
Page Layout pane. A blue bar indicates a valid insertion point.

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b. Drag a new Section object onto Column 2.

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c. Rename the section My Sales Catalog Folder. Also, because the column this section
belongs to is situated to the right of the column containing the West Sales section, which has
a section header visible, for continuity, set the Folder section to include a section header as
well, and include the section title.

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d. Drag the Folder object onto the Folder section in Column 2 and click its Properties button
e.
f.
g.
h.

.
In the Folder Properties dialog box, click the Browse button.
In the Open dialog box, select the My Sales folder and click OK.
Select the Expand check box. You can also select the Show RSS Link option to provide
users with a link to subscribe to an RSS feed of the folder contents.
Click OK. Your Page Layout pane should look like this:

i. Save the dashboard and click Run to view the results.


j. To clear space in the dashboard to view the new content, click the Collapse button to close
the West Sales section.
k. Your Catalog folder should look similar to the following:

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5. Add an Oracle Web page as embedded content object.


a. Click the Page Options button and select Edit Dashboard.

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b. Drag the Embedded Content object onto the first column below the Western Region Sales
analysis.

c. Click the Properties button in the Embedded Content object.


d. In the Embedded Content Properties dialog box, enter

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http://www.oracle.com/technology/tech/bi/index.html in the URL field, set the


width to 1000px and the height to 500px. Do not select the Hide Scroll Bars option.

e. Confirm your settings:

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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.
f. Click OK.
g. Save the dashboard and then click Run to view the results in the dashboard. You may have to
scroll down to see the embedded content, and scroll within the embedded Web page using the
scroll bars.

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6. Add an Alert Section. This section will display any active alerts that are delivered to a user.
a. Drag a Column object from the Dashboard Objects pane to the top of the Page Layout pane,
above the other two columns.
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b. Drag an Alert Section object onto the new column. Notice that the Alerts Section object
behaves like a Section object, but that its properties are similar to those for a column. Your
Page Layout pane should look like this:

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c. Save and run the dashboard.

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153

Lesson 12: Creating Dashboard Prompts and Variables

Practice 12-1: Using Prompts to Filter Dashboard Data


Goals

To create prompts and add them to a dashboard

Scenario

Add a Presentation variable to an analysis to be populated by a dashboard prompt. Then,


create a dashboard prompt and add it to a dashboard page, populating the variable.
Finally, add a slider dashboard prompt to filter the revenue in the dashboard.

Time

1015 minutes

Instructions
In an earlier practice, you created an inline column prompt and saved it with an analysis, allowing
users to select different values for filtering their results. A named dashboard prompt for filtering data
is created in the same way. In this practice, you create a variable dashboard prompt to declare and
instantiate a Presentation variable, then test and populate the variable with values, which you then
reference in different ways, including an analysis column and Title view as well as a filter in a
separate analysis. Finally, you add a slider dashboard prompt to filter revenue on your dashboard.

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1. Open and modify the Sales by State analysis as follows:

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a. Click the Criteria tab.


b. Click the More Options button for the Region column and select Edit Formula. The Edit
Column Formula dialog box appears.
c. Select the Custom Headings check box and enter Region Variable as the Column
Heading.
d. In the Column Formula field, select the Customer.Region column and press the Delete
key.
e. Click the Variable button and select Presentation. The Insert Variable dialog box appears.

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f. Enter FavoriteRegion as the Variable Name and do not set a default value.

g. Click OK.
h. Add single quotation marks around the variable in the Column Formula field. Because the
variable will be treated as a string, it requires single quotation marks in the formula.

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i. Click OK.
j. Save the analysis as Sales by Region - State in the My Sales folder.

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2. Create a named variable dashboard prompt that filters all of the 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 Supplier Sales subject area from the Subject Area pop-up window.
and select Variable Prompt. The New Prompt dialog box
c. Click the New button
appears.
d. In the Prompt for drop-down list, confirm that Presentation Variable is selected and, in the
text box, enter FavoriteRegion.
e. In the Label field, enter Select your region:. This caption will appear to the user.
f. In the Description field, enter Select the region you are interested in. Descriptions
are displayed as tool tip text, which appears when a user hovers over the prompt's label in the
dashboard or analysis.
g. In the User Input drop-down list, select Choice List.
h. In the Choice List Values drop-down list, select All Column Values. Notice that you can
also enter custom values, a SQL statement, or use members of named groups associated with
subject area columns.

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i. Click the Select Column button. You can also use a column formula.
j. In the Select Column dialog box, expand the subject area and select the Customer > Region
column.

k. Click OK. The dialog box should look like this:

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Expand Options.
Retain the default data type for the variable, Text.
Deselect the Enable user to select multiple values check box.
Verify that the Require user input check box is not checked. If a selection is required for the
prompt, this is indicated to the user by an asterisk next to the prompt. The user can bypass a
selection for any filter prompt appearing without an asterisk.
p. In the Default Selection drop-down list, select Specific Value. Notice that you can also use
variable expressions, server variables, and SQL queries to generate default selections for the
variable prompt.

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q. Click the Select Values button .


r. In the Select Values dialog box, select West and click OK.

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s. Check your work:

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t. Click OK. The prompt is added to the analysis.

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u. Verify that the dashboard prompt appears in the Display pane for testing and that it has the
default selection you selected:

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v. Click the Edit button for the page.


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w. In the Edit Page Settings dialog box, enter Sets region variable in the Title field, and
Select your region to set the Region variable in the Instruction field.
x. Click OK.

y. Save the prompt as Region Variable Dashboard Prompt in the My Sales folder.
3. Create a new dashboard and add the dashboard prompt you created.
a. In the Global Header, click the New button and select Dashboard.
b. In the New Dashboard dialog box, enter Sales by Region - State as the name and select
the Add content now option.
c. Click OK. The Dashboard Builder appears.
d. Expand the Shared Folders > My Sales folder in the Catalog.
e. Drag the Region Variable Dashboard Prompt object onto the Page Layout pane.
f. Drag the Sales By Region - State analysis below the Region Variable Dashboard Prompt.

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g. Save the dashboard and then click Run to test the dashboard prompt. The dashboard defaults
to the West region and the Presentation variable is set to West.

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h. In the Select your region: drop-down list, select East, click Apply and verify that the
variable is updated.

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4. Reference the variable in the title of the analysis.


a. Click the Page Options button and select Edit Dashboard.
b. Click the Properties button for the Sales by Region State analysis in the Page Layout pane
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.
e. In the Title field, enter Sales by State for @{FavoriteRegion} Region.

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f. Click Done.

g. Click Save.
5. Navigate back to the dashboard and verify that the variable appears in the title of the analysis.

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6. 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 Supplier Sales subject area from the Subject Area pop-up window.

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c. Click the New button


appears.

and select Column Prompt. The Select Column dialog box

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d. Select Dollars. Slider prompts work with numeric columns.

e. In the User Input drop-down list of the New Prompt dialog box, select Slider.
f. In the Operator field, select Is Less Than. This results in a thumb slider. To create a range
slider, select the Between operator.
g. Set the Lower Limit to 100000 and the upper limit to 1000000.
h. Notice that you can add a spinbox to the slider. The user can click arrows to select a value.
When the user clicks the spinbox's arrows, the slider resets to the same value. Deselect this
option, but retain the default to compress values in the slider.
i. Leave the defaults for the slider orientation and size, and notice that you can drive
Presentation and Request variables with user selections in the slider. Check your work:

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j. Click OK.
k. Experiment with the slider in the Display pane.

l. Save the prompt as Dollars Slider Dashboard Prompt in the My Sales folder.
m. Navigate back to the Sales by Region State dashboard and open it in the Dashboard
Builder.
n. Add the slider prompt below the variable prompt.

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o. Save the dashboard and then, from within the dashboard, open the Sales by Region-State
analysis in the Analysis Editor and click the More Options button for the Dollars column

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and select Filter.

p. In the New Filter dialog box, select is prompted as the operator.

q. Click OK, save the analysis, and navigate back to the Sales by Region State dashboard.
Experiment with different combinations of the two dashboard prompts.

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Oracle BI 11g R1: Create Analyses and Dashboards

Lesson 13: Using Oracle Business Intelligence Delivers

Practice 13-1: Creating and Delivering an Agent


Goals

To create an agent and deliver it to a dashboard and an email account

Scenario

Create and test an agent that delivers an alert to a dashboard and an email account based
on a condition.

Time

1520 minutes

Instructions:
1. Start Oracle BI Delivers.
a. If necessary, start Oracle Business Intelligence Presentation Services and log in as weblogic.
b. Click New in Global Header and select link and select Agent to navigate to the Agent Editor.

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2. Edit your delivery profile.


a. Click your username in Global Header and select My Account.

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b. In the My Account dialog box, click the Delivery Options tab.

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c. Click the Create Device button . The Create Device dialog box appears.
d. Confirm or enter the following values:
Name

Email
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Category

Email

Device Type

Plaintext Email

Address/Number user@localhost.com

e. Click OK.
f. Verify that the device is listed in the Devices section.

g. In the Delivery Profiles section, click the Create Delivery Profile button.
h. In the Create Delivery Profile dialog box, enter the following values:
Name

Email

Device Priority

Normal

i. Click OK.
j. Verify that the profile is listed in the Delivery Profiles section.

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k. Click OK.
3. Start the email server.
a. Select Start > Programs > hMailServer > Service > Start Service.

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4. Create an agent that delivers an analysis to a dashboard and an email account based on a
schedule.
a. In the Agent Editor, start on the General tab to specify the priority of the agent and how to
send the delivery content.
b. Enter or confirm the following values:
Priority
Run As

Normal

Recipient

c. Click the Schedule tab and verify that scheduling is enabled, Frequency is set to Once, and
the Start date and time are set to the current date and time.
d. Click the Condition tab. You will 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.
i. Select the Use a Condition option and click Create. The Create Condition dialog box
appears.
ii. Select Analysis in the Create condition based on drop-down list and click Browse.
iii. In the Select Analysis dialog box, navigate to the My Sales folder and select the Sales By
State analysis that will trigger the agent.

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iv. Click OK.


v. In the Create Condition dialog box, select Is Greater Than in the True If Row Count
operator drop-down list and enter 125 as the row count.
vi. Click Test to test the condition.
vii. Click OK in the Test dialog box to verify that the condition evaluates to true.
viii. Click OK.
ix. Verify your work:

e. Click the Delivery Content tab to identify the content that will be delivered by the agent.
i. Enter a Subject.
ii. Select Analysis in the Content drop-down list and click Browse to open the Choose
Delivery Content dialog box.
iii. Expand the My Sales folder.
iv. Select the Formatted Sales By State analysis.
v. Click OK.
vi. Verify that (Device default) is selected in the Format drop-down list.
f. Click the Recipients tab to identify recipients of the agent.
g. Select weblogic. This is the only user with a current delivery profile. Notice that you can add
and delete users from the system as seen earlier.
h. 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 must be saved in a shared folder so that they can be
accessed by other subscribers.
i. Click the Destinations tab to select the destination for the agent.
j. Under User Destinations, select the Home Page and Dashboard option.
k. Check the Devices option and select the Active Delivery Profile. Notice that you can
override the delivery profile set in the users account and deliver the content to any registered
devices associated with the user. Also, notice that you can use an agent to seed the Oracle BI
cache on a schedule to improve analysis and dashboard response times.
l. Click the Save button to save the agent.
m. In the Save Agent dialog box, save the agent as Formatted Sales Agent in the My Sales
folder.

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5. Test the agent.

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a. Click the Run Agent Now button

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b. Verify that the Agent is running in the Running Agent dialog box:

c. When the agent has run successfully, you should receive a confirmation:

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d. Click OK.

6. Verify that the agent was sent to the specified destinations.


a. Click the Alerts link in Global Header to open the Alerts dialog box and click the alerts link
to view the alert. Notice that, as in the Alerts dialog box, you can edit or run the agent again

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using the available buttons.

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b. Click OK to close the alert.


c. Click OK.
d. Navigate to the Home page. The alert should appear as a link in the Alerts section.

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e. Navigate to My Dashboard and verify that the alert appears on the alert section you added
earlier.
f. Open Outlook Express by selecting Start > Programs > Outlook Express.
g. Click Inbox in the left pane.
h. Click Send/Recv.
i. In the right pane, verify that an email was delivered with the agent. It may take a moment for
the agent to appear in the Inbox.
j. Close Outlook Express.

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169

Lesson 14: Integrating Analyses with MS Office

Practice 14-1: Integrating Analyses with Microsoft Office


To use Oracle Business Intelligence analyses and content in Microsoft Office applications
using the Oracle BI Add-in for Microsoft (Office Add-in for Excel, Office Add-in for
PowerPoint)

Goals

Scenario

Create an analysis and examine it in Excel and PowerPoint using the features of the
Oracle BI Add-in.

Time

1520 minutes

Instructions
The Oracle BI Add-in for MS Office enables you to leverage familiar Microsoft Office functionality,
while referencing the Oracle BI semantic layer, ensuring that the same information is available to
users across the enterprise. Excel and PowerPoint Add-ins enable you to deploy and analyze
Business Intelligence analyses.

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1. If necessary, start Oracle Business Intelligence Presentation Services and log in as weblogic.

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2. Create the following analysis:

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3. Click the Results tab to view the Compound Layout, then add a Vertical Bar Graph view.

4. Save the analysis as Regional Fulfillment in the My Sales folder.

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5. In the Get Started section of the Home page, click Download BI Desktop Tools and verify that
Oracle BI for MS Office is among the downloads. This is the link that downloads the Oracle BI
Add-in for Microsoft Office. Your administrator has already performed the installation for you.

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6. Open PowerPoint and log in to the BI Office Server using the connection established for you by
your administrator. Add a table and a Graph to slides in your PowerPoint presentation.
a. Select Start > Programs > Microsoft Office > Microsoft Office PowerPoint 2003 to start
PowerPoint.
b. Select Insert > New Slide to add a new slide to your presentation. Select the Title Only text
layout and close the Slide Layout pane.
c. Enter Regional Fulfillment as the slide title.

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d. Select Oracle BI > Login. If you are asked to create a connection, ignore the request.
e. Enter weblogic in the User ID field and welcome1 in the Password field of the Add-In
login dialog box, and select the OracleBIServer connection.

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f. In the Oracle Business Intelligence pane, expand Shared Folders > My Sales in the
Presentation Catalog. Notice that you can refresh the Catalog in the pane by clicking the
Refresh Catalog button . This is useful if you are working in Oracle BI, adding views or
analyses, and want to refresh the Catalog to reflect new analyses or views within those
analyses.

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g. Select the Regional Fullfillment analysis and expand it to examine the views associated with
it. Notice that when you select the analysis itself, the Insert button is disabled. Select the
Table View and click the Insert button to add it to the blank slide.

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h. In the Insert View dialog box, leave the Title View out of the insertion. Click the Columns
tab to verify the columns in the analysis.

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i. Click Insert. The table is inserted as a native PowerPoint table. Resize and move the table to
fit the slide and change the font size of the table text as you want. It should appear similar to
the following. Note that this table can be edited in PowerPoint using table and drawing tools,
just like any other PowerPoint table.

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j. Add another slide with the same title and insert the graph view (named dvtchart!1) of the
analysis in that slide. The graph is added in the default PowerPoint chart format. Notice that

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this format allows you to edit the graph using standard PowerPoint tools.

k. Select the graph and delete it from the slide.


l. Right-click dvtchart!1 and select Insert as Image. A Static image of the graph is inserted.
Resize the graph so that it fits correctly in the slide.

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m. Navigate to the first slide you created with the table view and click the Secure Slide button
on the Office toolbar to secure the BI data included in your presentation. The metadata

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describing the view is preserved, but all BI data is secured in your presentation.

n. Click the Refresh button to refresh the data in the table. The options on the Office toolbar are
also available in the Oracle BI menu. Note that when views are refreshed, any stored states
for the views, for example, levels in a hierarchy, are maintained in the view metadata and
refreshed accordingly with the latest data.
o. Close PowerPoint.

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7. In Presentation Services, add a pivot table to the Compound Layout for the Regional Fulfillment
analysis, set Year as a pivot table prompt, and save the analysis. Your pivot table should look
like this:

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8. Open Excel and insert the pivot table into a workbook.


a. Select Start > Programs > Microsoft Office > Microsoft Office Excel 2003 to start
PowerPoint.
b. Select Oracle BI > Login.

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c. Enter weblogic in the User ID field and welcome1 in the Password field of the Add-In
login dialog box, and select the OracleBIServer connection.

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d. Navigate to the analysis and expand the folder to reveal all of its views. If necessary, refresh
the Catalog so that you can see the Pivot Table view you added. Notice that in addition to the
views available for insertion in PowerPoint, you can also insert the Pivot Table view in
Excel.

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e. Select the Pivot Table view and click the Insert button to add it to your worksheet. Accept
the defaults for column and click Insert. The pivot table appears in the spreadsheet.

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f. Minimize Excel.

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Lesson 14: Integrating Analyses with MS Office

2. Copy BI content from a dashboard and paste it in Excel.


a. In Presentation Services, navigate to My Dashboard and open the dashboard in the
Dashboard Builder.
b. Add a new dashboard page named Regional Fulfillment and add the analysis that you
created above. Recall that in Practice 10-1, you set the Report Links option at the dashboard
level to include a Copy link. Your dashboard page should include the analysis and its new
pivot table, and include a Copy link, which you can use to copy this analysis to the clipboard.

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c. Click the Copy link to copy the analysis XML to the clipboard.
d. In Excel, select sheet 2 to open a new worksheet.

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e. On the BI Office toolbar, click the Paste button . The table, graph, and pivot table are
added to the new workbook. Note that the pivot table has its own worksheet.

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Lesson 15: Working with Oracle BI Briefing Books

Practice 15-1: Working with Oracle BI Briefing Books


To create, save, and view a briefing book

Goals
Scenario

You create a briefing book to store a static snapshot of an Interactive Dashboard and an
individual analysis. You then download and view the briefing book and add a list of
available briefing books to your dashboard page.
1015 minutes

Time

Instructions
Oracle BI Briefing Books store static or updatable snapshots of dashboard pages, individual
analyses, or BI Publisher reports. They can be downloaded and shared for offline printing and
viewing in PDF or Mime HTML (MHTML) format; added to a dashboard page as a list, and
updated, scheduled, and delivered by using agents.

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1. If necessary, start Oracle Business Intelligence Presentation Services and log in as weblogic.

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2. Create a simple analysis using Quarter, Sales Rep, and Net Weight Shipped. Save the analysis as
Sales Rep Quarterly Fulfillment in the My Sales folder.

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3. Add the analysis to the Regional Fulfillment page of My Dashboard.


a. Navigate to the Regional Fulfillment page of My Dashboard.
b. Add the new report to the Regional Fulfillment page in a new column and run the
dashboard. The dashboard page should look like this:

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Lesson 15: Working with Oracle BI Briefing Books

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4. Create a new briefing book.


a. Click the Page Options button and select Add To Briefing Book to add the entire
dashboard page to a briefing book.

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b. The Save Briefing Book Content dialog box appears. This dialog box allows you to create
a new briefing book or add detail to an existing briefing book. Choose the Content Type.
Updatable allows you to refresh the content whenever the briefing book is downloaded
or when it is specified as an agent. Snapshot adds the content in its current state and
preserves the original data. Select the Snapshot option.
c. Enter a Description for the briefing book, such as This briefing book provides
regional fulfillment detail, such as units shipped, units ordered, and
so on.

Note: The Follow Briefing Book Navigation Links option only applies when you set the
Content Type to Updatable.
d. Click Browse and, in the Save As dialog box, create a new folder within Shared Folders
named My Briefing Books and save the briefing book as My Regional Fulfillment
Briefing Book.
e. Click OK to save the briefing book for the entire dashboard page. The Save Briefing Book
Content dialog box should look similar to this:

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f. Click OK.
g. A confirmation dialog box appears.

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h. Click OK.

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5. Click the Catalog link on the global header. Navigate to the My Briefing Books folder and
verify that the briefing book was created. You can edit, copy, archive, change permissions,
delete, and so forth from this folder.
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a. Click the PDF link.

b. In the File Download dialog box, click Open to open the briefing book in Adobe Reader.
You can share the PDF, print it, and so forth.

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c. Select File > Exit to close the PDF.

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d. Click the Web Archive (.mht) link to download and archive the briefing book.
e. Click Save in the File Download dialog box.

f. In the Save As dialog box, accept the default file name,


My_Regional_Fulfillment_Briefing_Book.mht, navigate to your desktop, and click
Save.
g. On the desktop, double-click the briefing book. The archive appears in a new tab in your
browser.

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h. Close the tab for the briefing book.


6. Next, create an updatable briefing book from the Regional Fulfillment analysis created in a
previous practice. Recall that this analysis was on a dashboard that defaulted to report links
specified for the entire dashboard. 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 Regional Fulfillment page of My Dashboard, click the Page Options
button, and select Edit Dashboard.
b. Click the Properties icon for the Regional Fulfillment analysis and select
Report Links.

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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.

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d. Select the Add to Briefing Book check box and click OK.

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e. Save and run the dashboard. Notice that the Add to Briefing Book link is now available
for this analysis. Click the Add to Briefing Book link.

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f. In the the Save Briefing Book Content dialog box, set the Content Type as Updatable and
accept the default for Follow Briefing Book Navigation Links.

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g. Enter a Description for the briefing book, such as Updatable Regional Fulfillment.
h. Click Browse.
i. In the Save As dialog box, save the briefing book as Updatable Regional Fulfillment
in the My Briefing Books folder. Click OK to save the briefing book.
j. Click OK in the Save Briefing Book Content dialog box.
k. Click OK to close the confirmation dialog box.

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7. Navigate to the Catalog page and verify that the briefing book was created in the My Briefing
Books folder.

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8. Edit the Regional Fulfillment analysis to add the Customer column to the Table view. Note that
after you add the column to the analysis, you need to open the Table view editor and move the
Customer column from the Excluded drop target to the Columns and Measures drop target so
that it appears in the table. Recall that the columns added to an analysis are added to the
Excluded drop target by default. The tables Columns and Measures drop target should look like

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this:

9. Save the analysis and verify that the table appears like this:

10. Update the briefing book.


a. Run My Dashboard dashboard again. Notice that the Customer column is now part of the
the analysis on the Regional Fulfillment page.
b. Scroll down and click the Add to Briefing Book link for the Regional Fulfillment
analysis.
c. Click Browse and navigate to the My Briefing Books folder and select the Updatable
Regional Fulfillment analysis.
d. Click OK.
e. Click OK to close the Save Briefing Book Content dialog box.
f. Click OK to close the confirmation dialog box.
g. Click the Catalog link on the global header and navigate to the My Briefing Books folder
on the Catalog page.
h. Click the PDF link beneath the Updatable Regional Fulfillment briefing book.
i. Click Open. Notice that the newest iteration of your analysis has been added to the PDF
(Content Type is updatable). Also, notice that the table of contents now includes the
newest version of the analysis.

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j. Close the PDF.

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11. Use the Folder dashboard object to add a list of Oracle BI Briefing Books to a dashboard page.
a. Navigate to the Regional Fulfillment page of My Dashboard.
b. Edit the Dashboard page. From the Dashboard Objects pane, drag a folder object above
Section 1.

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c. Click the Properties icon for the Folder.

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d. In the Folder Properties dialog box, set the Folder to display the Shared
Folders/MyBriefing Books folder and select the Expand check box.

e. Click OK. The My Briefing Books folder object is added to the section.

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f. Save and run the dashboard page. The My Briefing Books folder appears on the
dashboard.

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Case Study: Building Analyses to Embed in a


Dashboard
Goals

To build analyses to embed in an Oracle BI dashboard page with other content

Scenario

Use the knowledge obtained in prior practices to build an analysis and a dashboard
prompt to embed in Oracle BI dashboards.

Time

30 45 minutes

Instructions
In the following case study, step-by-step instructions for building analyses are scaled back to allow
you to practice the skills acquired in previous lessons. Please use previous lessons for reference as
needed. Screenshots are provided with the desired results. If you have difficulty with the practice,
use the solutions for this practice, which provide step-by-step instructions.

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1. If necessary, start Oracle Business Intelligence Presentation Services and log in as weblogic.
2. Build an analysis that shows total sales revenue and change in sales revenue for 2009 by the
Customer hierarchy, prompted by region. Use a pivot table to display the results. Save the
analysis as 2009 Revenue by Customer Sales Hierarchy in a shared folder named Team
Sales. Use the following screenshot as a guide:

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3. Build an analysis that shows change in revenue across all sales districts for 2009. Use a regular
Table view to display the results. Save the analysis as Change in Revenue All Districts

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(Table) in the Team Sales shared folder. Use the following screenshot as a guide:

4. Build an analysis that shows change in revenue across all regions for 2009. Use a regular Table
view to display the results. Save the analysis as Change in Revenue Region in the Team
Sales shared folder. Use the following screenshot as a guide:

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5. Build an analysis that shows total sales revenue and change in sales revenue for 2009 by sales
rep, prompted by region. Use a pivot table to display the results. Be sure to include the Percent of
Year Total Dollars column. Save the analysis as 2009 Revenue by Sales Rep in the Team
Sales shared folder. Use the following screenshot as a guide:

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6. Build an analysis that shows a running sum of dollars and percent of dollars by month, prompted
by year, region, and sales rep. Use a pivot table to display the results. Save the analysis as RSum
Revenue by Month in the Team Sales shared folder. Use the following screenshot as a guide:
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7. Build an analysis that shows the top five total sales by employee. In a later step, when you build
a dashboard, you will add a dashboard prompt to prompt by region and year. Use a table with a
graph to display the results in the Compound Layout. Save the analysis as Top Five Total
Sales by Employee in the Team Sales folder. Use the following screenshot as a guide:

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8. Build an analysis that shows the top ten total sales by employee across all years. Use a Pivot
table to display the results. Totals for all measures should not be report-based. Save the analysis
as Top Ten Total Sales by Employee in the Team Sales shared folder. Use the following
screenshot as a guide:

9. Build a named dashboard prompt for region and year. Use the following screenshot as a guide:

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Solutions: Building Analyses to Embed in a Dashboard


Answers
2.a.

Create the following analysis:

2.b.

Add the following filter to the analysis. Note that you could also achieve this using
selections.

2.c.

Click the More Options button for the Percent Change Year Ago Dollars column and
select Column Properties. In the Column Properties dialog box, select the Data Format
tab, and select Override Default Data Format. Set the following and click OK:
Treat Numbers as

Percentage

Negative Format

Minus: -123

Decimal places

Use 1000s Separator

Selected

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2.d.

If necessary, set the column format for the currency columns to display as dollars with zero
decimal places and 1000s separators.

2.e.

In the Results tab, click the Edit View button for the Pivot Table view in the Compound
Layout.

2.e.

Drag Region to the Pivot Table Prompts drop target.

2.f.

Save the analysis as 2009 Revenue by Customer Sales Hierarchy in a new folder
named Team Sales under Shared Folders and view the analysis.
Please be careful to create the Team Sales folder in the Shared Folders folder so that you
can complete the next practice.

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2.i.

Select Central from the Region drop-down list and expand the hierarchy. Compare your
results with the pivot table below:

3.a.

Create the following analysis:

3.b.

Add the following filter to the analysis:

3.c.

As in the first analysis, if necessary, format the dollar data as currency and the Percent
Change Year Ago Dollars column as a percentage.

3.d.

Click New View > Filters.

3.e.

Drag the Filters view above the Table view in the Compound Layout.

3.f.

Save the analysis as Change in Revenue All Districts (Table) in the Team Sales
folder and view the analysis.

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4.a.

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Create the following analysis:


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4.b.

Add the following filter to the analysis:

4.c.

Format the dollar data as currency (if necessary) and the Percent Change Year Ago Dollars
column as a percentage.

4.d.

Add a Filters view and drag it above the Table view in the Compound Layout.

4.e.

Save the analysis as Change in Revenue Region in the Team Sales folder and view
the analysis.

5.a.

Create the following analysis:

5.b.

Add the following filter to the analysis:

5.c.

If necessary, format the dollar data as currency.

5.d.

Format the Percent Change Year Ago Dollars columns as a percentage.

5.e.

In the Results tab, delete the Table view from the Compound Layout and add a Pivot Table
view. Open the Pivot Table Editor.

5.f.

Drag Region to the Pivot Table Prompts drop target.

5.f.

In the Rows drop target, click the Totals button and select After.

5.g.

In the Measures drop target, click the More Options button for the Year Total Dollars
column and select Duplicate Layer.

5.h.

Click the More Options button for the Year Total Dollars column that you just created,
and select Format Headings.

5.i.

In the Edit Format dialog box, in the Caption field, enter Percent of Year Total
Dollars and click OK.

5.j.

Click the More Options button for Percent of Year Total Dollars, and select Show Data As
> Percent of > Column.

5.k.

Drag the Percent of Year Total Dollars column to the right of the Year Total Dollars
column in the Measures drop target.

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5.l.

Click Done.

5.m.

Click Add View > Pivot Table.

5.n.

Save the analysis as 2009 Revenue by Sales Rep in the Team Sales folder and view the
analysis.

5.o.

Select East from the Region drop-down list. Compare your results with the pivot table
below:

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6.a.

Create the following analysis:

6.b.

If necessary, format the dollar data as currency.

6.c.

Click the More Options button for the Month In Year column and select Sort > Sort
Ascending.

6.c.

In the Results tab, delete the Table view from the Compound Layout and add a Pivot Table
view. Open the Pivot Table Editor.

6.d.

Drag Year, Region, and Sales Rep to the Pivot Table Prompts drop target (in that
sequence).

6.f.

Click More Options > Hidden for Month In Year.

6.g.

Click More Options > Duplicate Layer for Dollars.

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6.h.

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Click More Options > Format Headings for the new Dollars column.
Enter RSum Dollars in the Caption field and click OK.

6.j.

Click More Options > Display as Running Sum for the RSum Dollars column.

6.k.

Click More Options > Duplicate Layer for Dollars.


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6.l.

Click More Options > Format Headings for the new column that you created in step 6.k.

6.m.

Enter %Dollars in the Caption field and click OK.

6.n.

Click More Options > Show Data As > Percent of > Column for the %Dollars column.

6.o.

Click More Options > Duplicate Layer for the RSum Dollars column.

6.p.

Click More Options > Format Headings for the new column that you created in step 6.o.

6.q.

Enter RSum %Dollars in the Caption field and click OK.

6.r.

Click More Options > Show Data As > Percent of > Column for the RSum %Dollars
column.

6.s.

Click the Totals button for Rows and select After.

6.t.

Click Done, save the analysis as RSum Revenue by Month in the Team Sales folder, and
view the analysis.

6.u.

Select 2008 from the Year drop-down list, East from the Region drop-down list, and
STEVEN SMITH from the Sales Rep drop-down list. Compare your results with the pivot
table below:

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7.a.

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Create the following analysis:

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7.b.

Add the following filter to the analysis:

7.e.

If necessary, format the dollar data as currency.

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7.f.

Add an ascending sort to the Dollars column.

7.f.

In the Results tab, add a Vertical Bar Graph view to the Compound Layout.

7.j.

Save the analysis as Top Five Total Sales by Employee in the Team Sales folder and
check your results:

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8.a.

Create the following analysis:

8.b.

If necessary, format the dollar data as currency.

8.c.

Add the following filter to the analysis:

8.d.

In the Results tab, delete the Table view from the Compound Layout and add a Pivot Table
view. Open the Pivot Table Editor.

8.e.

Click More Options > Duplicate Layer for the Dollars measure.

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8.f.

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8.g.

8.h.

Click More Options > Format Headings for the new Dollars measure.
Enter % of Total Sales in the Caption field and click OK.

Click More Options > Format Headings for the Dollars column.
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8.i.

Enter Total Sales in the Caption field and click OK.

8.j.

Click More Options > Show Data As > Percent of > Column for the % of Total Sales
column.

8.k.

Click More Options > Aggregation Rule and deselect Report-Based Total for the % of
Total Sales column.

8.l.

Save the analysis as Top Ten Total Sales by Employee in the Team Sales folder and
view the analysis. Compare your results with the pivot table below:

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9.a.

Use the New button in the Global Header to create a new dashboard prompt using the
SupplierSales subject area.

9.b.

Click the New button and select Column Prompt.

9.c.

In the Select Column dialog box, select Customer > Region and click OK.

9.d.

Accept the defaults, including the Choice List user input option, and click OK in the New
Prompt dialog box.

9.e.

Repeat the above steps to create a prompt for Time.Year.

9.f.

Check your work:

9.g.

Click the Preview button to preview how the prompt will appear in a dashboard.

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Save the prompt as Region - Year Dashboard Prompt in the Team Sales shared folder.
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Case Study: Creating Dashboards


Goals

To create and modify dashboards and create saved customizations

Scenario

Create new dashboards and add the content created in the previous section of the
case study. You then customize the dashboards and create saved customization,
which allow users to view dashboards with the most frequently used or favorite choices
for filters and prompts.

Time

25 40 minutes

Instructions
1. Create a new dashboard.
a. In the Global Header, click New > Dashboard.
b. In the New Dashboard dialog box, enter Employee Sales Revenue in the Name field.
c. Set the location of the dashboard to /Shared Folders/Team Sales/Dashboards using the
Location drop-down list. Notice that the Dashboards folder was created automatically when
you created the Team Sales folder in Shared Folders.
d. Select the Add content later (Create empty dashboard) option, and click OK.
e. Repeat the steps and create another dashboard called District Sales Revenue.
f. Click the Dashboards link in the Global Header and verify that the Employee Sales Revenue
and District Sales Revenue dashboards appear under Team Sales.

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2. Add content to the District Sales Revenue dashboard.


a. Click Dashboards > District Sales Revenue.
b. Click the Edit link to add content. The Dashboard Builder opens.
c. By default, there is one in a new dashboard. From the Dashboard Objects pane, drag Section
onto the workspace. Sections are used within a column to hold the content of a dashboard.
d. From the Catalog pane, drag 2009 Revenue by Customer Sales Hierarchy into the section
you created in the previous step.
e. Drag Change in Revenue All Districts (Table) and drop directly below Section 1. Notice
that a new section is created automatically in the column, and the content is included in the
section.

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f. Save the dashboard and click Run.

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3. Verify your work.


a. Use the prompt in the 2009 Revenue by Customer Sales Hierarchy section to change the
region. Notice that the data changes in the 2009 Revenue by Sales District section, but not in
the Change in Revenue All Districts (Table) section. If you do not get these results, it
means you did not correctly set up the original analyses. Try to troubleshoot the analyses. If
necessary, inform your instructor.

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4. Change how results display when a user drills down in a dashboard.


a. Click the Central region in the Change in Revenue All Districts (Table) analysis to drill
down on the analysis. Notice that the dashboard is replaced and the results are displayed in a
new window.

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b. Click Return.
c. Click the Page Options button and select Edit Dashboard.

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d. In Section 2, Click the Properties button and select Drill in Place.

e. Verify that Drill in Place is now checked.

f. Save and run the dashboard.


g. Drill down on any region.
h. Notice that results are now displayed directly in the dashboard, replacing the original
analysis.

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5. Display results as a link within the dashboard.


a. Open the Dashboard Builder.
b. In Section 2, for the Change in Revenue All Districts (Table) analysis, select Properties >
Display Results > Link In a Separate Window.

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c. Save and run the dashboard.


d. Notice that the analysis is now displayed as a link in the dashboard.

e. Click the Change in Revenue All Districts (Table) link and the analysis opens in a
separate browser tab.
f. Close the tab displaying the analysis.

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6. Arrange section content to appear horizontally. By default, section content is aligned vertically.
a. Open the Dashboard Builder.
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b. In Section 2, for the Change in Revenue All Districts (Table) analysis, select Properties >
Display Results > Embedded in Section. This returns the analysis to its default display.
c. Select Properties > Rename for Section 2. Note that you are renaming the section, not the
analysis.
d. In the Rename dialog box, enter Change in Revenue as the title.

e. Click OK.
f. For the Change in Revenue section, select Properties > Show Section Title.
g. Add the Change in Revenue Region analysis to the Change in Revenue section. Be sure to
add the analysis to the Change in Revenue section. Do not create a new section.

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h. Save and run the dashboard.

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i. Notice that the two analyses are displayed vertically in the Change in Revenue section of the
dashboard.

j. Open the Dashboard Builder.


k. Click the Horizontal Layout button for the Change in Revenue section.

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l. Save and run the dashboard.

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7. Add content to the Employee Sales Revenue dashboard.


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a.
b.
c.
d.

Click Dashboards > Employee Sales Revenue.


Click the Edit link to open the Dashboard Builder.
From the Catalog pane, drag RSum Revenue by Month onto the dashboard page.
For the embedded RSum Revenue by Month analysis, select Properties > Show View > Pivot
Table 1.

e. Save and run the dashboard.

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8. Add a new page and content to the Employee Sales Revenue dashboard.
a. Open the Dashboard Builder.
b. Click the Add Dashboard Page button
. The Add Dashboard Page dialog box appears.
c. In the Page Name field, enter Top Sales By Employee and click OK. The new page
appears on the dashboard.
d. Drag the Top Five Total Sales by Employee analysis onto the dashboard page.
e. If desired, change the section name.

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f. Save and run the dashboard.

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9. Add a dashboard prompt to the Top Sales by Employee dashboard page.


a. Open the Dashboard Builder.
b. Drag the Region Year Dashboard Prompt and drop it above the Top Five Total Sales By
Employee analysis.

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c. Save the dashboard.


d. Open the analysis for editing using the Properties button and, in the Criteria tab of the
Analysis Editor, add prompt filters for the Region and Year columns to the analysis. Do not
include the columns in the analysis.

e. Save the analysis and navigate to the Top Sales by Employee dashboard page.

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f. Use the Region and Year prompts to manipulate the data. Only data in the Top Five Sales By
Employee analysis should be affected by the dashboard prompt. If not, the analyses were not
set up correctly. If not set up correctly, try to troubleshoot. If necessary, inform your
instructor.
10. Modify the Employee Sales Revenue dashboard properties.
a. Open the Dashboard Builder.
b. Click the Tools button and select Dashboard Properties.
c.
d.
e.
f.

Select page 1 in the Dashboard Pages list and click the Rename button
Change the name of page 1 to Total Sales By Employee.
Click OK.
Click OK.

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g. Save and run the dashboard. Verify that the dashboard prompt appears only on the Top Sales
By Employee page.

11. Save a customization for personal use.


a. Make the following prompt choices for the Top Sales by Employee page in the Employee
Sales Revenue dashboard.

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b. Click Apply.
c. Select Page Options > Save Current Customization
d. In the Save Current Customization dialog box, enter Central 2008 as the name of the
customization.
e. Select the Me option under Save For.
f. Click OK.

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12. Create additional saved customizations for personal use.


a. Change the prompt choices to Central and 2009 and click Apply.
b. Save the customization for personal use as Central 2009.
c. Change both prompt choices to include all choices in each drop-down choice list and click
Apply.
d. Save the customization for personal use as All Choices.
13. Apply a saved customization.
a. Select Page Options > Apply Saved Customization > Central 2008. Notice that the saved
customization is applied to the dashboard.
14. Change a saved customization to the default view.
a. Select Page Options > Edit Saved Customizations.
b. In the Edit Saved Customizations dialog box, rename the All Choices customization by
selecting the name and entering All Regions and Years.
c. Click the radio button next to the All Regions and Years customization to set it as the
default for the dashboard page.
d. Click OK.

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e. Select Page Options > Apply Saved Customizations and check your work. The All Regions
and Years customization should appear in bold in the list of available customizations.

15. Test the default saved selection.


a. Open the District Sales Revenue dashboard to step off the Employees Sales Revenue
dashboard.
b. Open the Employee Sales Revenue dashboard.
c. Verify that the expected default selection, All Regions and Years, is applied to the Top Sales
By Employee page.

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