Creating Analyses and Building Dashboards.docx

7/24/2019 Creating Analyses and Building Dashboards.docx

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Creating Analyses and Building Dashboards

This tutorial contains the following sections:

Purpose

Time to Complete

Overview

Software and Hardware Requirements

Prerequisites

Beginning the Analytic Process

Creating Analyses

Adding a raph to an Analysis

!or"ing with Pivot Ta#les

!or"ing with Other $iew Types

Building %ash#oards

Prompting to &ilter Analyses

Summary

Resources

Purpose

In this tutorial, you will learn how to build, format, and customize Oracle Business Intelligence (BI) analyses and howto create and update dashboards by utilizing these analyses. This tutorial is based on OBI !!.!.!.".#B$! release.

Time to Complete

%ppro&imately # hours

Overview

Oracle BI is a comprehensi'e collection of enterprise business intelligence functionality that pro'ides the full range ofbusiness intelligence capabilities, including dashboards, full ad hoc, proacti'e intelligence and alerts, and so on.Typically, organizations trac and store large amounts of data about products, customers, prices, contacts, acti'ities,assets, opportunities, employees, and other elements. This data is often spread across multiple databases in different

locations with different 'ersions of database software.

%fter the data has been ordered and analyzed, it can pro'ide an organization with the metrics to measure the state ofits business. This data can also present ey indicators of changes in maret trends and in employee, customer, andpartner beha'ior. Oracle BI helps you obtain, 'iew, and analyze your data to achie'e these goals.

In this tutorial, you will learn how to create analyses, add graphs, wor with pi'ot tables, format the analyses andgraphs, create column and 'iew selectors, wor with 'iews, create a dashboard, and add user interacti'ity anddynamic content to enhance the user e&perience. ou create analyses and wor with 'iews including graphs, pi'ottables, and narrati'es.
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This tutorial includes the new enhancements that mae the application more fle&ible and highly performing(*ouseeeping changes for +I, lient Installer, -ight lic Interactions, orting /easures, 0iew enhancements,*ierarchy additions, $rompt nhancements, and so on.) ou will then create selectors to dri'e interacti'ity in youranalyses, and build a custom dashboard that contains the newly created analyses and 'iews. 1inally, you will createfle&ible dashboard prompts to filter your dashboard and populate 'ariables.

Software and Hardware Reuirements

The following is a list of software re2uirements:

Oracle BI !!.!.!.".# B$! or later must be installed.

3indows #444 or later must be installed.

Prereuisites

Before starting this tutorial, you should:

*a'e the proper permissions for configuring dashboards on your company5s system

nsure that the ample ales repository and data files are installed. ou can download the ample ales

files fromhere.

Beginning the Analytic Process

In this topic, you will learn how to access Oracle BI to create an analysis.The new enhancements for the 'ersion !!.!.!.".46 1a'orites /enu, global header lins, BI client installer, and sortingare co'ered under this topic.

'ogging (n

&avorites )enu

Searching the Catalog *Basic Search+

B( Client (nstaller

!ogging "n

This topic will co'er the general na'igation to start with the analytic process.To log into Oracle BI and begin creating an analysis, perform the following steps:

1 . ,avigate to the Oracle Business (ntelligence Sign (n page and sign in-

(n a #rowser window. enter http://localhost:7001/analytics- The Oracle Business

(ntelligence Sign (n page is displayed- /nter your User IDand Passwordand clic" Sign In-O#serve that you can select Accessi#ility )ode-
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!hen you sign in. the Home page is displayed-

2 . The Home page is a tas"0oriented. centrali1ed wor"space com#ined with a glo#al header.allowing access to Oracle B( // o#2ects. their respective editors. help documentation. and so on-

The Home page contains a glo#al header. a Create ,ew section. a Catalog )anagement section.

a et Started section with lin"s to additional help and B( tools. a Recent section displaying the

recently viewed or created analyses or dash#oards. and a )ost Popular section- 3ou can alwaysoperate these features from the glo#al header as well-

O#serve that there is a new lin" in the glo#al header for the &avorites section- This is a new

enhancement-


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#avorites $enu

The current release introduces 1a'orites, which allows you to boomar your fa'orite atalog ob7ects, such asanalyses, dashboards, and reports.ou can 'iew your fa'orites list and open your fa'orite ob7ects from the global header5s 1a'orites menu. This topicco'ers how to manage fa'orite ob7ects.

1. 3ou can add catalog o#2ects to favorites using the following steps4

Select an o#2ect *analysis or the dash#oard+ from the catalog- (n this e5ample select the

analysis Quarterly Revenue- Clic" the More drop0down list and select the tas" Add to

Favorites.


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The selected analysis or o#2ect is displayed with a gold star sym#ol on the Home page-

2. 3ou can also add the catalog o#2ect to favorites #y using the tas"s pane as shown #elow-

a- Select the o#2ect4 a report. analysis. or a dash#oard-

b- Clic" theAdd to Favoritestas" from the tas" pane-


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The analysis is displayed as a favorite o#2ect on the Home page-

3. 3ou can also add the o#2ect from the viewer window-

Open the o#2ect *in this e5ample it is an analysis+-

Clic" the Favoritesmenu. and then select Add to Favorites-


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The analysis is displayed as a favorites on the Home page- O#serve a star ne5t to the newly

added analysis-

3ou can organi1e these favorites and also delete the o#2ects from the favorites section #ased on

your #usiness requirements-

Sear%hing the Catalog &Basi% Sear%h'

This topic co'ers the basic search of catalog ob7ects from the global header. 8epending upon how your system isconfigured,you will use the basic search or the fully integrated full6te&t search to 2uicly find an ob7ect within the catalog.

The basic atalog search, which is the standard search deli'ered with Oracle BI , gi'es you the proper pri'ilegeto search for ob7ects from the global header and the *ome or atalog pages.On the atalog page, you can use thebasic atalogsearch to locate an ob7ect by searching for its e&act name, description, location, and type, only.ou find only those ob7ects for which you ha'e the appropriate permissions. 3hen the desired ob7ect is located, youcan select the

ob7ect to display it for 'iewing or editing, as your permissions allow.

To conduct a basic search for the catalog ob7ects, perform the following steps:

1 . a. (n the glo#al header6s Search field. clic" the drop0down list. and select the o#2ect type forwhich you want to search-


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b- Place your cursor in the field ne5t to the Search field and enter part or all of the o#2ect6s name

or description-

- Clic" the arrow icon to #egin the search-

2 . The Catalog page is displayed with the results that match your search criteria-

B" Client "nstaller

The Oracle BI lient Tools installer is pro'ided for organizations that install Oracle BI on computers running an %I9,+I9, or;inu& operating system, or that install Oracle BI on computers running et tarted section.


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1 . a. &rom the Home page. under the et Started section. clic" Download !I Des"to# $ools-

b.Select either the 780 or 9:0#it version of Oracle B( Client (nstaller #ased on your system

configuration-

2 . Clic" Run in the &ile %ownload dialog #o5- The (nstallAnywhere !i1ard #egins- &ollow the

su#sequent steps that are relevant for the option you have chosen-


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3 . (n the Oracle Business (ntelligence /nterprise /dition Plus Client Tools !i1ard. select theappropriate language and clic" %&. Clic" 'e(ton the (ntroduction page and the su#sequent

installation steps-

'ote) 3ou use the Oracle B( Server %S, Configuration !i1ard to set up an O%BC %S, that

you can


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use to connect to a repository through the Oracle B( Server- 3ou can connect to the Oracle B(

Server with a wide variety of O%BC0compliant query and reporting tools. as well as other clients

such as remote Administration Tool clients-

Creating Analyses

Creating an Analysis and ;sing the Analysis /ditor

&iltering. Sorting. and Saving 3our Analysis

Creating Selection Steps for 3our Analysis

&ormatting and Adding Totals to 3our Analysis

Creating an Analysis and (sing the Analysis )ditor

This topic co'ers creating a new analysis by using the %nalysis ditor.

To build an analysis, do the following:

1 . &rom the Home page. clic" 'ew * Analysis-
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2 . The Select Su#2ect Area pop0up appears-

A su#2ect area contains columns that represent information a#out the areas of an organi1ation6s

#usiness or a#out groups of users within an organi1ation- !hen you create a new analysis. thissu#2ect area is "nown as the primary su#2ect area and will appear in the Su#2ect Areas pane of

the Analysis /ditor- (f. as you wor". you need more data. you can add additional su#2ect areas ifyou have permission to access these additional su#2ect areas-

(n the Select Su#2ect Area pop0up. select A + Sa,#le Sales- The Analysis /ditor is displayed-

O#serve the Analysis /ditor. which is used to e5plore and interact with information #y visually

presenting data in ta#les. graphs. pivot ta#les. and so on-


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The Analysis /ditor is composed of ta#s and panes. as shown in the screenshot. representing the

su#2ect area *columns+. availa#le catalog o#2ects. selected columns for the analysis. and filters

*which limit the selected data+-

A su#2ect area contains folders. measure columns. attri#ute columns. hierarchical columns. andhierarchy levels that represent information a#out the areas of an organi1ation6s #usiness or a#out

groups of users with an organi1ation- Su#2ect areas usually have names that correspond to thetypes of information that they contain. such as Period. Regions. Products. Orders. and so on-

(n this e5ample4

The selected su#2ect area isA + Sa,#le Sales

The four ta#s *-riteria Results Pro,#ts and Advaned/are displayed at the top of the

/ditor

The Selected columns pane is empty #ecause you have not yet to chosen the columns

The &ilters pane is empty as well waiting for the column selections and further criteria


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There are various column types in a su#2ect area- They are4

Attribute

-olu,n

(s similar to a column in a ta#le in a relational data source- Holds a simple

list of mem#ers. which function as attri#utes. similar to a dimension-

/5amples include Product(% or City-

0ierarial

-olu,n

(s similar to a hierarchy of a dimension in a multidimensional data source-Holds a list in which individual mem#ers are shown in an outline manner.

with lower0level mem#ers rolling into higher0level mem#ers. and outline

totals #eing shown for the higher0level mem#ers- &or e5ample. a specific

day #elongs to a particular month. which in turn is within a particular year-

Hierarchy columns can also #e4

'evel0#ased Consists of one or more levels- &or e5ample. a Timehierarchy might have levels for 3ear. years= data at the quarter level- This is also "nown as anun#alanced hierarchy-

S"ip0level

A hierarchy in which certain mem#ers do not have values

for certain higher levels- &or e5ample. in the ;nited

States. the city of !ashington in the %istrict of Colum#iadoes not #elong to a state- The e5pectation is that users

can still navigate from the country level *;nited States+ to

!ashington and #elow without the need for a state-

Measure

-olu,n

(s similar to a column of data in a ta#le in a relational data source- Holds asimple list of data values- (t is a column in an Oracle B( /nterprise /dition

repository. usually in a fact ta#le. that can change for each record and can

#e added up or aggregated in some way- /5amples include Revenue or;nits Sold-

The screenshot shows folders and columns. and selected the A + Sa,#le Sales su#2ect area-


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3 . a.Select the following columns for your analysis-

Folder -olu,ns

Customers?Cust Regions - Region

Products P1 Produt

Base &acts 1 + Revenue

b.!hile selecting the columns. clic" the plus sign to e5pand the folders and dou#le0clic" therequired column names to get them in the Selected Columns section- (n this e5ample. e5pand

the -usto,ers 4older?-ust Regionsand then dou#le0clic"- Regionto get it in the Selected

Columns section-


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.The selected columns are displayed in the Selected Columns section- 3our analysis criteria

should loo" li"e this4


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'ote)(n the Selected Columns section. you can reorder the columns in your analysis #y clic"ing

and dragging them- The image shows the step0#y0step view of reordering the columns-


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5 . Clic" the Resultsta#- The default Compound 'ayout is displayed-


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The Compound 'ayout is a composition of many views- By default. #oth a Title view and a

Ta#le view are defined for you when using attri#ute and measure columns- A Pivot Ta#le view is

automatically created when using hierarchical columns in your analysis-

The Title view allows you to add a title *the default+. a su#title. a logo. a lin" to a custom onlinehelp page. and timestamps to the results- The Ta#le view displays results in a standard ta#le- 3ou

can navigate and drill down in the data- 3ou can add totals. customi1e headings. and change the

formula or aggregation rule for a column- 3ou can also swap columns. control the appearance of


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a column and its contents. and specify formatting to apply only if the contents of the column

meet certain conditions-

'ote)(n the Compound 'ayout. you can create different views of the analysis results such as

graphs. tic"ers. and pivot ta#les- These are covered in the upcoming topics-

#iltering* Sorting* and Saving +our Analysis

This topic demonstrates how to filter, sort, and sa'e the analysis you ha'e created abo'e.

ou will add a filter to the analysis and then sa'e the filter. 1ilters allow you to limit the amount of data displayed inthe analysis and are applied before the analysis is aggregated. 1ilters affect the analysis and thus the resulting'alues for measures. 1ilters can be applied directly to attribute columns and measure columns.

% filter created and stored at the analysis le'el is called an inline filter because the filter is embedded in the analysisand is notstored as an ob7ect in the $resentation atalog (atalog). Therefore, an inline filter cannot be reused by other

analyses or dashboards.If you sa'e the filter howe'er, it can be reused and is nown as a named filter. (amed filters can also be createdfrom the global header.)

$erform the following steps to filter, sort and sa'e the pre'iously created analysis.

1 . a. Clic" the -riteria ta##ed page- Select the column -ust Regions*- Region to create afilter- 3ou can create a filter #y hovering over the specific column6s tool#ar and selecting

the Moredrop0down menu-

b.(n the )ore drop0down menu. select Filter-

2 . 3ou can also create a filter #y clic"ing the 6-reate a 4ilter 4or te urrent Sub7et Area6icon


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in the &ilters pane and then selecting the column from the drop0down list. as shown in the

screenshot-

The column selected for this e5ample is -ust Regions*- Region-

Since you have already selected a filter in the previous step you are not using this option-

3 . The ,ew &ilter dialog #o5 is displayed- Accept the default value for the operator *is e8ual to 9 is

in/. and enter a column value *or a range of column values+ for this condition- To do this. clic"

the drop0down list for :alue and select the desired chec"#o5es- Select A,eriasand ;M;A-

Clic" %&-


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5 . The &ilters pane displays the newly created filter-

Save this filter- Clic" the )ore Options icon in the filters pane and select Save Filtersfrom the

drop0down list-

. The Save As dialog #o5 appears- A filter must #e saved to a su#2ect area folder so that it is

availa#le when you create an analysis using the same su#2ect area-

,avigate to the Su#2ect Area Contents folder under the )y &olders- Select the A 0 Sample Sales

folder- ,ame the filter A,erias and ;M;A 4ilterand accept the default location- (f a ConfirmSave 'ocation dialog #o5 appears. accept the default- Oracle B( // allows you to save any type

of #usiness intelligence o#2ect to any location within the Catalog- However. for some o#2ect

types such as filters. Oracle B( // suggests the #est Catalog location-

The Save As dialog #o5 should loo" li"e this4


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Clic"%&.

The &ilters pane should loo" li"e this4

< . ,e5t. you save the analysis so that you can verify the creation of your named filter within the


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Catalog-

a. Clic" theSaveicon to save your analysis-

b.,avigate to My Foldersand clic" the 'ew Foldericon - The ,ew &older dialog #o5 appears-

.,ame the folder Regional Revenueand clic" %&.Save the analysis as Regional Revenuein

the catalog folderRegional Revenue.

= . $erify the named filter-

Clic" the-ataloglin" on the glo#al header and navigate to the folder where you saved yourfilter- $e A,erias and ;M;A 4ilteris displayed in the Catalog-


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> . o to Home page. and in the Recent area. clic" the ;ditlin" for the Regional Revenue analysis-

? . ,ow you will add a sort to this analysis-

a.On the -riteriata##ed page. clic" theMore %#tionsicon for 1+ Revenue-

b. Select Sort * Sort Desending.


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O#serve that a sort icon is added to @0 Revenue- The order of the sort is indicated #y an arrow in

this case. the arrows points down. indicating that it is descending- Additionally. if multiple sorts

are added. a su#script num#er will also appear. indicating the sequence for the sort order-

. Save your analysis again-

1 .Clic" the Resultsta##ed page to verify the filter and sort are #eing applied to your analysis- The

Compound 'ayout displays the filtered and sorted analysis-


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This concludes the topic of saving an analysis and sorting it-

Creating Sele%tion Steps for +our Analysis

This topic co'ers how to add selection steps for the product in the analysis. Both filters and selection steps allow youto limit the data displayed in your analysis.


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+nlie filters that are applied before the analysis is aggregated, selection steps are applied after the analysis isaggregated.election steps only affect the members displayed, not the resulting aggregate 'alues.1or e&ample, the outline total for the top le'el of a hierarchy is not affected if some members of the hierarchy aree&cluded from the selection.election steps are per column and cannot cross columns. 3hile measure columns appear in the election tepspane, you cannot create selection steps for them.

ote that howe'er, the grand totals and column totals are affected by selections. ou can create selection steps forboth attribute columns and hierarchical columns.

To add selection steps for Produ%t, do the following:

1 . Clic" the plus icon to e5pand the Seletion Ste#spane of the Compound 'ayout-

The Selection Steps pane opens-


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2 . ;nder Produts + P1 Produthover over 1. Start wit all ,e,bers and clic" the #enilicon-


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3 The ;dit Me,ber Ste#dialog #o5 appears with the list of availa#le products-


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3ou will use the shuttle icons to move column mem#ers #etween the Availa#le and Selectedcolumns-

5 . Clic" the Move All shuttle icon to move all mem#ers from the Availablepane to

the Seletedpane-


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. (n the Selected column. select Install and Maintenaneand clic" theRe,oveicon to returnthese two mem#ers to the Availablecolumn-


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3ou can use CtrlC and clic" to select multiple mem#ers in the list- Clic" %&.,ote that the two

mem#ers that you removed*Installand Maintenane/. are not selected anymore-


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< . a. The Selection Steps pane appears with the new values added- O#serve that you can also save

the Selection Steps as an o#2ect in the Catalog #y clic"ing the Saveicon-


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b.Clic" the ,inus signicon to minimi1e the Selection Steps pane


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-

= . $erify your results #y reviewing your analysis in the Ta#le view of the Results ta#-


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Clic" the double+eaded arrowicon within the Ta#le view to display all rows of the analysis-

The analysis appears with all 7: rows-


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-

#ormatting and Adding Totals to +our Analysis

To add formatting and totals to your analysis, do the following:

1 . To add totals to your analysis. clic" the ;dit :iewicon in the Ta#le view-


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The Ta#le /ditor appears-


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2 . a. To add a grand total to the analysis. clic" the $otalsicon to the right of -olu,ns and

Measuresin the 'ayout pane of the Ta#le editor-


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b. Select A4terfrom the drop0down list- Review the results in the Preview pane. and note thatthe $otalsicon now displays a green chec"mar". indicating that a grand total has #een added to

the analysis-


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. Clic" Done.

3 . Before adding a total to the Region. remove the sort from 1 + Revenue-

a. Clic" the -riteriata##ed page-

b. Clic" the More%#tionsicon for 1+ Revenueand select Sort * -lear Sort.

. Clic" the Resultsta##ed page and review the Ta#le view to confirm that the sort has #eenremoved from the analysis-


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5 . ,ow you will add atotal by regionto your analysis-

a. Clic" the /dit $iew icon in the Ta#le view- The Ta#le /ditor appears-

b.(n the 'ayout pane. clic" the $otals icon for- Region.


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. Select A4terfrom the drop0down list- Review the results in the Preview pane. and note that

the $otalsicon now displays a green chec"mar". indicating that a total has #een added for thatspecific columnregion-


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. After you create and run an analysis. default formatting rules are applied to the analysis6 results-

%efault formatting rules are #ased on cascading style sheets and D)' message files- 3ou can

create additional formatting to apply to specific results- Additional formats help you to highlight#loc"s of related information and call attention to specific data elements- 3ou can also use

additional formatting to customi1e the general appearance of analyses and dash#oards-

,ow you will apply formatting to the - Region column-

3ou apply formatting to a heading- Clic" the Moreo#tionsicon for the - Regionand


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selectFor,at 0eadings.

The /dit &ormat dialog #o5 appears-


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< . a. (n the Caption te5t #o5. enterRegion.

b. (n the &ont area. clic" the drop0down list for Color and select a red color from the Color

Selector dialog #o5- Clic"%&.


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. (n the Cell area. clic" the drop0down list for Bac"ground Color and select a light #lue color

from the Color Selector dialog #o5- Clic"%&.

d. Clic" %& in the /dit &ormat dialog #o5 to see the results of your format changes for the -

Region-

The Preview pane should loo" li"e this4


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= . a. Clic" the $able :iew #ro#ertiesicon on the tool#ar-

The Ta#le Properties dialog #o5 appears-

b. Select the;nable alternating row 6green bar6styling chec" #o5. and clic" %&.


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.The Preview pane should loo" li"e this- Clic" Doneand then save your analysis-


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This concludes the topic of formatting and adding totals to your analysis-

Adding a Graph to an Analysis

In this topic, you learn how to add a graph to an analysis, and how to apply a sa'ed filter and format the graph.

/nhancing an Analysis #y Adding a raph

&ormatting the raph

)nhan%ing an Analysis by Adding a ,raph
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In this subtopic, you begin by creating a new analysis to which you add a graph and apply a named filter created inthe first topic. $erform the following steps:

1 . Create a new analysis #y using the same columns that you used to create Regional Revenue-

Select 'ew * Analysis on the glo#al header- ;se A + Sa,#le SalesSu#2ect Area-

2 . Add - Regionfrom Cust Regions. P1 Produtfrom Products. and 1 + Revenuefrom Base&acts to Selected Columns-

3 . ,e5t. you will add a named filter that you previously created to limit the analysis to 2ustAmericas and /)/A data-

a. (n the Catalog pane. navigate to locate your filter A,erias and ;M;A 4ilter.


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b.Select the filter and clic" the Add More %#tionsicon-

5 . a. (n the Apply Saved &ilter dialog #o5. select theA##ly ontents o4 4ilter instead o4 a

re4erene to te 4ilterchec" #o5- This option adds the filter as an inline filter. allowing you to

ma"e changes without changing the Catalog filter item- ,ote that if you do not select this chec"

#o5. the filter is added as a named filter that you can view. #ut not edit-


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b. Clic" %&- The filter is added to your analysis-

. Save the analysis to your Regional Revenuefolder. entering Regional Revenue @ra# as

the analysis name-


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< . 3ou will add a graph to this analysis-

a. Clic" the Resultsta##ed page. and clic" the 'ew :iewicon-


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b.Select @ra# * !ar * De4ault :ertial/from the menus-


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The default raph view appears #elow the Ta#le view-


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= . Clic" the Re,ove :iew 4ro, -o,#ound Bayouticon for #oth Title and Ta#le views-


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Both views are removed from the Compound 'ayout- ,ote however. that they are still availa#le

for use from the $iews pane-

> . Save the analysis-

#ormatting the ,raph


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To enhance the appearance of a graph, perform the following steps:

1

.

Clic" the ;dit :iewicon to #egin your formatting changes- The raph editor appears-

2

.

The raph. li"e other view editors. is composed of three sections4

$oolbarThe tool#ar allows you to change graph types and su#types. print. preview.

edit graph properties. and so on-


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Preview #ane

The preview pane is a dynamic view of the graph. allowing you to view the

changes instantly-

Bayout

The layout allows you to change the properties of prompts. sections.


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measures. and so on. and allows you to regroup columns for graph display-

3

.

Clic" the ;dit #ro#ertiesicon-

The raph properties dialog #o5 appears-

The raph properties dialog #o5 is composed of four ta##ed pages4 eneral. Style. Scale. andTitles and 'a#els- These ta##ed pages allow you to do the following4

@eneral Set properties related to the graph canvas. such as canvas width. height. legend

location. and so on-


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Style Set properties that control the appearance of the graph such as plot area and

gridlines-

Sale Set properties for parts of the graph *a5is limits and tic" mar"s+-

$itles and

Babels

Set properties that control the display of titles and la#els for the graph-

5

.

a. Select ;nable 4or 0oriContal A(isfrom the EFoom and ScrollE chec" #o5es- !hen 1ooming

and scrolling is ena#led for a graph. then the graph includes a Foom icon- The Foom icon allows

you to 1oom in and out of a graph6s plot area via its a5es- Once you 1oom in on an a5is. you canscroll the a5is- !hen you 1oom an a5is. a 1oom and scroll slider appears-

b.Select le4tfrom the Begend location drop0down list- The dialog #o5 should loo" li"e this4

'ote)The EAnimate graph on %isplayE chec"#o5 specifies whether to show initial renderingeffects and is selected #y default- &or e5ample. the #ars on a hori1ontal graph start at thex0a5is

and move up the scale on thex0a5is to the current measurement level-

E'isten to )aster0%etail /ventsE allows you to specify this analysis as a detail view in a master0

detail relationship- 3ou will use this option in a su#sequent step when wor"ing with pivot ta#les

a. Clic" the Styleta##ed page-


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.

b.Clic" the Styledrop0down list for raph %ata and select @radient- The raph %ata area allows

you to choose a style for specific types of graphs- &or e5ample. you might choose pattern fill for tohighlight differences on a line0#ar graph or gradient for a #ar graph to ma"e the data values

standout-

auze 'iew, and create a master6detail lining. ou also learn how to filter your results using electionteps in pi'ot tables.

Creating and &ormatting a Pivot Ta#le view and Adding CalculationsAdding a au1e $iew

Adding Selection Steps and Selection Steps $iew

Creating a )aster0%etail 'in"ing

Creating and #ormatting a Pivot Table view and Adding Cal%ulations

In this subtopic, you begin by creating a new analysis with a hierarchical column and then applying a named filter.%lso you format and add totals.$i'ot tables pro'ide the ability to rotate rows, columns, and section headings to obtain different perspecti'es of thesame data.They are interacti'e in that they are drillable, e&pandable, and na'igable.

To create an analysis with a pi'ot table, perform the following steps:

1 .Clic" 'ew * Analysison the glo#al header-

Select A+Sa,#le Salesas the su#2ect area-

2 . (n the Analysis /ditor. add the following columns to the analysis criteria4

Folder -olu,ns

Orders %rders 0ierary

Customers - Region

Products P5 !rand


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Base &acts 1+Revenue

3 .Clic" the Resultsta##ed page to view the analysis and inspect the pivot ta#le- O#serve that the

Pivot Ta#le view is included #y default-


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5 .a. Return to the Criteria ta##ed page-

b. Apply the A,erias and ;M;A 4ilternamed filter as you did previously-

./dit the column properties for Revenue- Clic" the More %#tionsicon for @ 0 Revenue andselect-olu,n Pro#erties-


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The -olu,n Pro#ertiesdialog #o5 appears-

.Select the -olu,n For,atta##ed page- Select the -usto, 0eadingschec" #o5 and

enter Revenuein the Column Heading te5t #o5-

< .Select the Data For,atta##ed page- Select the %verride De4ault Data For,at chec"#o5 and

select the values as indicated #elow in the image- Clic" %&-


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= .Clic" the Resultsta##ed page- Review the formatting changes that you made to the Revenue

column-

> .%elete the $itleview and then clic" the ;dit :iew icon to format the pivot ta#le-

The Pivot Ta#le editor appears-


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? .&ormat the pivot ta#le as follows4

a. %rag P5 !rand#elow )easure 'a#els-

b.%rag - Regionto the Sections area-

The pivot ta#le should loo" li"e this4


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1

.

Add a calculation to the pivot ta#le #y duplicating the Revenuecolumn- Clic" the More

%#tionsicon for theRevenuecolumn and select Du#liate Bayer-


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The duplicated Revenuecolumn appears-


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11

.

a. Select the More %#tions * For,at 0eadingsto edit the properties for the duplicate column-

b. (n the -a#tionte5t entry #o5 in the /dit &ormat dialog #o5. name the new column E

Revenueand clic" %&-

12

.

Change the calculation to reflect a percentage of the parent- Select the More %#tions * SowData As * Perent o4 * Row Parent-


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The Pivot Ta#le editor loo"s li"e this4


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Clic" Doneand save the analysis as Regional Revenue Pivot- The pivot ta#le should loo" li"e

this4


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13

.a. /5pand the %rders 0ierary#y clic"ing the plus sign icon for $otal%rders for the A,erias.The plus and minus icons are used to e5pand and collapse the data foranalysis- %rders 0ierary contains%rders on the row edge and $otal %rders as the

parent- Revenueis the measure-


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Because hierarchical columns imply pivot ta#les. you can sort not only on mem#ers and

measures. #ut also on rows- Hierarchical mem#ers on the row edge can include sort carat icons *

+ . which allow you to sort the mem#ers on the column edge #y that row. in either ascending

or descending order- These carat icons do not appear for attri#ute columns. which do not have theconcept of a row edge-

!hen you sort mem#ers in a hierarchical column. you always sort within the parent that is.

children are never sorted outside of their parent- The children appear #elow the parent in theproper sort order the parent is not sorted within its children-

b.The Total Orders parent mem#er represents an outline total for the orders- Row sort $otal%rders. for the Americas inDescendingsequence and e5amine the results within the pivot ta#le-

The product #rands on the column edge are sorted. reflecting sorted Revenue values indescending sequence for each Total Order-


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15

.

/5pand ;(#ressorders and then e5pand < + -anelledto view the of total revenue lost fromcancellations-


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1

.

a. Place your cursor on top of the %rders 0ierary and right0clic"- Select -olla#se all ite,s

in viewfrom the menu- ,otice that you can also sort. e5clude columns. and move items aroundusing this menu-


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b. Place your cursor to the left of the !randcolumn *Bi1Tech+- A ta# appears- !hen you hover

over this ta#. a swap icon appears- 3ou use this swap icon to swap columns with rows or to

reposition a column or row along a different a5is-

The swap icon loo" li"es

this4

. %rag !randon top of Orders Hierarchy- The pivot ta#le should loo" li"e this #efore yourelease the mouse #utton4


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d.Release the mouse #utton and review the pivot ta#le-

e. Save the analysis-

Adding a ,au-e .iew

In this subtopic, you add a >auze 'iew to the ompound ;ayout.

To add a >auze 'iew, perform the following steps:

1 . Clic" the 'ew :iewicon and select @auge * De4ault Dial/-


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2 . Scoll down and view the gauge-


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3 . /dit the gauge properties to display medium si1e and remove the footers- ;se the pencil icon

to access gauge editor- The gauge view should loo" li"e this-


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5 . Add a slider to the gauge *for C>G Region+-

(n the 'ayout pane. drag - Regionto the Setionsdrop target and select Dis#lay as Slider.


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Clic" Doneand save the analysis-

Adding Sele%tion Steps and Sele%tion Steps .iew

In this subtopic, you begin by creating a new analysis with hierarchical columns and apply selection steps.

To create an analysis with a pi'ot table, perform the following steps:

1 .Select the 'ew * Analysison the glo#al header- Select A Sa,#le Salesas the su#2ect area-


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2 . (n the Analysis /ditor. dou#le0clic" the following columns4

Folder -olu,ns

Products Produts 0ierary

Time $i,e 0ierary

Base &acts 1 + Revenue

3 .Clic" the Resultsta#- Two views appear4 Title and Pivot Ta#le- Because you are using

hierarchical columns. a Pivot Ta#le view is generated automatically-


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/5pand $i,e 0ierary.

5 .a.%elete the $itleview-


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b.Scroll down to view the Seletion Ste#spane- /5pand it-

'ote)(f you do not see the Selection Steps pane. clic" the Sow90ide Seletion Ste#spane

icon


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.3ou will add mem#ers #ased on Hierarchy for Produts 0ierary-

(n the Produts + Produts 0ierary section. clic"Ste# 2.$en 'ew Ste#. SelectSeletMe,bers based on 0ierary.

< .The ,ew Hierarchy Selection step dialog #o5 appears-


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SelectG!ased on Fa,ily Relationsi#Hfrom the Relationship drop0down list-

= .The ,ew Hierarchy Selection Step dialog #o5 e5pands-

Select G &ee# onlyHGSiblings %4H as the action. and then e5pand $otal Produts andselect FunPod- )ove &unPod to the Selected pane-


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Clic" %&.

> .Save the analysis as My Seletion Ste#s Analysisunder the folderMy Folders*RegionalRevenue. O#serve that the analysis only shows !iC$eand 0o,e:iew. since you

selectedSiblings o4 FunPod.


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? .Clic" the pencil icon in Step 8 to edit the selection for Produt 0ierary.

1

.

(n the /dit Hierarchy Selection Step dialog #o5. select Inlude seleted ,e,bers-

Clic" %& and save the analysis-


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O#serve that FunPodis included this time-

11

.

Selection Steps views are now availa#le 2ust as another view that can #e included-

&rom the 'ew :iewdrop0down list. select Seletion Ste#s.


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The Selection Steps view is displayed in the compound layout-

Save the analysis-

12

.

,ow. you will add a roup for Products Hierarchy-

(n the Produt Produt 0ierary setion. clic" G$en 'ew Ste#.H


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SelectAdd @rou#s or -alulated Ite,s * 'ew @rou#.

13

.

(n the ,ew roup dialog #o5. enter My @rou#in the %isplay 'a#el te5t #o5. e5pand TotalProduct. and then select &unPod and Home$iew- )ove them to the Selected pane and

clic" %&-


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This new group is added to the Compound 'ayout view-

15

.

Clic" My @rou#in the Selection Steps $iew and you will #e a#le to see the values in My

@rou#.


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3ou can also see the values if you e5pand My @rou#in the Pivot ta#le-

Save the analysis-

This concludes the topic of creating a Pivot ta#le and applying selection steps to the ta#le-

Creating a $aster/Detail !in0ing

/aster6detail lining of 'iews allows you to establish a relationship between two or more 'iews so that one 'iew,called the master 'iew, will dri'e data changes in one or more other 'iews, called detail 'iews. To create a /aster6

8etail lining, for the pre'iously created Regional Revenue Pivotanalysis perform the following steps:

1 . Set up the master view to which you lin" the detail view-

a. /dit the Regional Revenue Pivotanalysis. and clic" the -riteriata##ed page-


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b. Clic" theMore %#tions icon and select -olu,n Pro#ertiesfor the - Regioncolumn-

2 . The Column Properties dialog #o5 appears- Clic" the Interationta##ed page-

(n the $alue area. clic" the Pri,ary Interation drop0down list. and select Send Master+

Detail ;vents-


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3 . !hen 6Send Master+Detail ;vents6 is selected. a qualification te5t #o5.Specify channel.

appears- 3ou use this te5t #o5 to enter a name for the channel to which the master view will

send master0detail events- This is a case-sensitivete5t #o5-

a. /nter regionin the ESpecify channelE te5t #o5 and clic" %&-

b.Save the analysis-

5 . %efine the detail view to which the master view should lin"- 3ou can add any view that

includes the same master column as the master view-

a. Clic" the Resultsta##ed page to view the Compound 'ayout and clic" ;dit :iewfor theauge view-


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b. The auge editor appears- Clic" ;dit gauge #ro#ertieson the tool#ar-


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. The auge Properties dialog #o5 appears-


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a. Select the Bisten to Master+Detail ;vents chec" #o5-

b. /nter regionin the /vent Channels te5t #o5- Remem#er that this must match preciselywith the te5t entered for the master view-

. Clic" %&-

< . Clic" Doneand then save your analysis-


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= . a. (n the Pivot Ta#le view *the master view+. select AM;RI-AS to drill down-


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Both the Pivot Ta#le view and the auge view *the detail view+ update to reflect the drill-


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b.Save your analysis-

Working with ther !iew Types

ou ha'e learned about creating the following 'iews:


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Titles

Table

$i'ot Table

>raph

In this topic, you create a arrati'e 'iew, a olumn elector 'iew, and a 0iew elector 'iew. ou also create a Trellischart.

Creating a ,arrative $iew

Creating Column Selector and $iew Selector $iews

Creating a Simple Trellis $iew

Creating a 1arrative .iew

ou create a arrati'e 'iew to pro'ide information such as conte&t, e&planatory te&t, or e&tended descriptions alongwith column 'alues for an analysis. ou can include 'alues from attribute, hierarchical, and measure columns. If youwant to include hierarchy le'els in a arrati'e 'iew, use selection steps to display the le'els. The arrati'e 'iew is acombination of te&t and 2uery column 'alues.

To add a arrati'e 'iew, perform the following steps:

1 . To create a meaningful ,arrative view. #egin #y creating a new analysis that includes acalculated item-

a. Create an analysis as you did a#ove. including the following columns4

Folder -olu,ns

Customers - Region

Customers - -usto,er 'u,ber

Customers

-1 -usto,er 'a,e

Base &acts 5+Paid A,ount

Base &acts

3+Disount A,ount
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b. Change the properties of 5 + Paid A,ountand 3 + Disount A,ountto include dollar signs.

commas. and two decimal places- The properties should loo" li"e this4

.Add a filter to - Regionand select only theAmericasregion and save the filteras AM;RI-AS only.


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2 . a. Add 3 + Disount A,ountto the Criteria ta##ed page a second time- The Selected Columns

within the Criteria ta##ed page should loo" li"e this4

b. /dit the Column Properties for the duplicate 3 + Disount A,ountcolumn- Clic" More

%#tions for this duplicate column and select -olu,n Pro#erties-

. Select the -olu,n For,atta##ed page. and select the chec" #o5 for -usto, 0eadings-

/nter Disnt Pt to Paid A,tin the Column Heading te5t #o5-


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d.;sing the %ata &ormat ta##ed page. format the data for this column as a percentage with two

decimal places and then clic" %&-

The Selected Columns should loo" li"e this4


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3 . a.Clic" More %#tions for %iscnt Pct to Paid Amt and select ;dit For,ula-

The /dit Column &ormula dialog #o5 appears4


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b. /nter the following formula in the Column &ormula te5t #o5-

("Base Facts"."3- Discount Amount"/"Base Facts"."4- PaidAmount")*100

0int) 3ou can copy the line of code and paste it in the Column &ormula te5t #o5-

The /dit Column &ormula dialog #o5 should loo" li"e this4


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. Clic" %&-

5 . a.Select the Resultsta##ed page and remove the Title view from the Compound 'ayout-

b.Clic" the ;dit :iew icon to open the Ta#le editor-


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.Clic" the More %#tionsicon for C>G Region and select 0iddento hide the column-


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d.Clic" Doneto review your results- The Ta#le view should loo" li"e this4


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e. Save the analysis as -usto,er Disounts by Region-

. To add the ,arrative view perform the following steps4

a. Clic" the 'ew :iew icon on the tool#ar and select %ter :iews * 'arrative-


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b. %rag the ,arrative view a#ove the Ta#le view-

.Clic" the ;dit :iewicon for the ,arrative view-

< . $he ,arrative editor appears-


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3ou use the Prefi5 te5t #o5 to enter the header for the narrative- This te5t is displayed at

the #eginning of the narrative-

3ou use the ,arrative te5t #o5 to enter the narrative te5t that will appear for each row in

the results- 3ou can include #oth te5t and column values- (nclude a line0#rea" code at the end

of this field to force each line of te5t and values onto its own line- To include values. usethe atsign @/#y itself to indicate the first column- (f you include multiple signs. then the first

occurrence of the sign corresponds to the first column. the second occurrence corresponds tothe second column. and so on- 3ou use the @ signto include the results from the designated

column in the narrative-

3ou use the ERow separatorE te5t #o5 to enter a row separator for each line from the

,arrative field that contains values- &or e5ample you might enter a string of plus signs *+

#etween each line-

3ou use the ERows to displayE te5t #o5 to enter the num#er of rows from the column toreturn- &or e5ample. enter > to display values from the first > rows of the column- &or a

hierarchical column. you can use selection steps to display hierarchy levels with the

hierarchical column- A hierarchy level is considered a row-

3ou use the Postfi5 te5t #o5 to enter the footer te5t to appear at the #ottom of the

narrative- To display the footer information on a separate line from the actual narrative te5t.include mar"up tags in the Postfi5 field- /nsure that the narrative ends in a line #rea". or that


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the footer #egins with a line #rea"-

The tool#ar allows you to use HT)' code and mar"up to enhance the narrative-

b. (n the Prefi5 te5t #o5. enter$is analysis sows te disount #erentage 4or ea usto,erwitin te . ensuring that you leave a single space following the last word-

. (n the ,arrative te5t #o5. enter @1. where the num#er E@E represents the first column in the

analysis *C>G Region+- Then. select the @1that you entered and clic" the boldicon-

d. (n the Postfi5 te5t #o5. enter region.. ensuring that you include a space #efore region and a

period after region-

e./nter 1in the ERows to displayE te5t #o5-

,otice that a preview is provided at the #ottom of the editor-

= . Clic" Doneand save your analysis- The Compound 'ayout should loo" li"e this4


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This concludes the topic of creating a narrative view-

Creating Column Sele%tor and .iew Sele%tor .iews

% olumn elector 'iew adds a column selector to the results. % column selector is a drop6down list from which userscan dynamically change the columns that display in results. This will allow you to analyze data along se'eraldimensions. By changing the measure columns, you can dynamically alter the content of the analyses you ha'ecreated.

To create a olumn elector and 0iew elector 'iews, perform the following steps:


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1 . a. Open the Regional Revenueanalysis in the Analysis /ditor- The Results ta##ed page appears-

b. Clic" the 'ew :iewicon and select %ter :iews * -olu,n Seletor-


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2 . The Column Selector view appears- %rag the -olu,n Seletorview a#ove the Title view-


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Clic" the ;dit :iew icon for the Column Selector view- The Column Selector editor appears-

3 . a. Select theInlude Seletor - Regionchec" #o5-


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b.(n the 'a#el *optional+ Choices te5t #o5. enter -oose a olu,n)-

.!ith Column still selected. dou#le0clic" the following columns to add to the selector4 P5!rand. P3 B%!. and P2 Produt $y#e-


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d. Clic" Done-

The Compound 'ayout appears4


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5 . a. Clic" the Column Selector drop0down list and select P3 B%!4


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b. The values change appropriately- ,ote. however. that #ecause you set a custom heading for

the - Regioncolumn earlier. the custom heading is still displayed for the column-


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.Save the analysis-

. ,ow you will add the $iew Selector view-

A $iew Selector view provides a drop0down list from which users can select a specific view of

analysis results from among saved views- A $iew Selector view is analogous to a storagecontainer. #ecause it holds other views that have #een selected in the editor for display-

a.Perform these steps #efore adding the $iew Selector view4


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%elete the $itle viewfrom the Compound 'ayout-

Set the Column Selector to display the - Region column. which is the default- Then

delete the -olu,n Seletor view from the Compound 'ayout-

Add a @ra# view0 :ertial !argraph-


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These changes will allow you to showcase the analytic data0driven views- Regional Revenueshould loo" li"e this4


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< . a. Clic" the 'ew :iew icon on the tool#ar and select %ter :iews * :iew Seletor-


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b. %rag the :iew Seletorview to the right of the $ableview-


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. Clic" the ;dit :iewicon for the $iew Selector view-

= . a. The $iew Selector editor appears-(n the Caption te5t #o5. enter-oose a view)-


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b. (n theAvailable Viewslist. select the$able and @ra# views and clic" the shuttle icon to

move them to theViews Includedlist-

A preview appears at the #ottom of the editor- ,ote that these views are data0driven views.

unli"e the Column Selector and Title views. which were deleted from the Compound 'ayout-


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. Clic" Done-

> . The Compound 'ayout should loo" li"e this when the raph view is selected4


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%o not save your changes to the analysis-

Creating a Simple Trellis .iew

1. Create a new analysis #y selecting ,ew?Analysis on the glo#al header. and then selecting A+

Sa,#le Salesas the su#2ect area-

2. On the Criteria ta#. select the following columns4

Folder -olu,ns

Time $ Per 'a,e ear

Products P5 !rand

Customers - Region


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Base &acts 1+Revenue

3 . Clic" the Resultsta#- Two views $itle and$able appear-


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5 . Add the Trellis view- Select 'ew :iew*$rellis*Si,#le.


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Scroll down to view the $rellisview-


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. %elete #oth the $itle and $ableviews-


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< . Save the analysis as My $rellis :iew. under the folder My Folders9Regional Revenue


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= .Clic" the ;dit :iewpencil icon in the Trellis view at the Compound 'ayout- ,ote that thelayout pane appears vertical-


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> . Arrange the dimensions and measure as shown #elow4


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Clic"Done.

? . The Trellis view appears- Save the analysis- O#serve that the measure has the same scale for allthe Brands-


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This concludes the topic of creating a Simple Trellis view-

B"ilding Dashboards

In this topic, you learn about $y Dashboard'iew and how to create and edit a shared dashboard, adding a sa'edanalysis that you ha'e created pre'iously. 8ashboards pro'ide personalized 'iews of corporate and e&ternalinformation. Based on your permissions, you can 'iew preconfigured dashboards or create your own personalized'iews. +sers with administrati'e pri'ileges can create shared dashboards for groups of users with commonresponsibilities or 7ob functions. The ability to create and edit dashboards is controlled by the $anageDashboardpri'ilege, which is managed by the administrator.

ou can 'iew your personalized 'iews by selecting /y 8ashboard from the 8ashboards drop6down list. ou can alsoset /y 8ashboard as your default dashboard. $reconfigured dashboards appear in the 8ashboards drop6down list.They can be created by administrators and shared with groups of users with common responsibilities or 7ob functions.

/5ploring and /diting )y %ash#oard

Creating a %ash#oard

/diting a %ash#oard

Saving a Customi1ed %ash#oard

)2ploring and )diting $y Dashboard


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/y 8ashboard, a personalized 'iew, is a dashboard page that you create and sa'e as your default, personal startingpage by using the $references tabbed page in /y %ccount dialog bo&. To open /y 8ashboard, perform the followingsteps:

1 . Clic" the Dasboardslin" on the glo#al header and then clic" My Dasboard-

An empty )y %ash#oard page appears-

!hen you open a dash#oard. including )y %ash#oard. the content appears on one or moredash#oard ta##ed pages- Pages contain the columns and sections that hold the content of a

dash#oard. and every dash#oard has at least one page- )ultiple pages are used to organi1e

content-

This e5ample shows an empty )y %ash#oard page with no content- Hover over the /dit icon toedit the dash#oard and add content-

'ote) (f you have chosen or if your company has setup )y %ash#oard as your default. then you

use dash#oard template pages to populate your personal dash#oards *)y %ash#oard+ when youfirst log in as a new user- This allows you to see one or more dash#oard pages with content.

rather than an empty dash#oard- (t also gives you a starting point to #uild your own dash#oard

pages-

2 .Clic" the ;dit icon * + to add content to your empty dash#oard page-


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The %ash#oard Builder appears and automatically creates #age 1 of your dash#oard *the firstta##ed page+-

;sing the %ash#oard Builder. you can add pages and o#2ects to a dash#oard and control the pagelayout- The %ash#oard Builder is composed of the following4

Dasboard $oolbar)The tool#ar allows you to perform tas"s such as adding or deleting

pages. previewing. saving. and so on-

Dasboard %b7ets #ane)(tems that are used only in a dash#oard- /5amples of

dash#oard o#2ects are sections to hold content. action lin"s. and em#edded content that is

displayed in a frame on a dash#oard

-atalog #ane)(tems that you or someone else has saved to the Catalog *for e5ample.

analyses. prompts. and so on+- On a dash#oard. the results of an analysis can #e shown in

various views. such as a ta#le. graph. and gauge- *The results of an analysis are the output that

is returned from the Oracle B( Server that matches the analysis criteria-+ ;sers can e5amine andanaly1e results. save or print them. or download them to a spreadsheet-


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Page Bayout #ane)This is a wor"space that holds your o#2ects. which are displayed on

the dash#oard-

(n the %ash#oard Tool#ar. the Tools tool#ar #utton provides options to set dash#oard properties.

set page report lin"s. and so on-

3 . As mentioned a#ove. the %ash#oard O#2ects pane provides you with a list of o#2ects to add as

content to a dash#oard page- 3ou will have to drag the o#2ect to the Page 'ayout pane on theright-

-olu,nsare used to align content on a dash#oard- *sections within columns hold the

actual content-+ 3ou can create as many columns on a dash#oard page as you need-

Setionsare used within columns to hold the content. such as action lin"s. analyses. and

so on- 3ou can drag and drop as many sections as you need to a column-

Alert Setionis used to add a section in which you display Alerts from Agents. if any-

* Agents dynamically detect information0#ased pro#lems and opportunities. determine the


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appropriate individuals to notify. and deliver information to them through a wide range of

devices such as e0mail. phones. dash#oard alerts. and so on-+ An Alert section is added #y

default to the first page of )y %ash#oard if you do not manually include one- 3ou cannotdisa#le the appearance of an Alert section on the first page of )y %ash#oard- 3ou can add an

Alert section to an additional dash#oard page so that section will then appear on #othdash#oard pages-

%rag the -olu,no#2ect onto the Page 'ayout pane-

The Column o#2ect appears on the Page 'ayout pane-


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5 . a. (n the Catalog pane. navigate to the folder where you saved your analyses-

b. %rag the Regional Revenueanalysis to -olu,n 1.


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Regional Revenue appears in the column- O#serve that a Setionis automatically created foryou- 3ou can also drag an analysis directly onto an empty 'ayout Pane without first creating a

column- The %ash#oard Builder automatically creates the column for you- 3ou can then add

sections automatically to that column #y dragging analyses #elow the e5isting sections-


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.Clic" the Save icon * + to save the dash#oard page and then clic" the Run icon -

)y %ash#oard appears with the selected analysis Regional Revenue.


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Creating a Dashboard

To create a new dashboard, perform the following steps:

1 . Select 'ew * Dasboard in the glo#al header-


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The ,ew %ash#oard dialog #o5 appears-

2 . a. /nter -usto,er Detailin the name te5t #o5- ,otice that you can also enter a description

of your choice-


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b.,avigate to your Regional Revenuefolder and select it as the Boation- (f you

receive a warning message. clic" %&to close it-

'ote) (f you save the dash#oard in the %ash#oards su#folder directly underthe

/Shared Folders/first levelsu#folder. the dash#oard will #e listed in the%ash#oard menu on the glo#al header- (f you save it in a Dashboardssu#folder at any

other level *such as/Shared Folders/Sales/Eastern+. it will not #e listed- (f you

choose a folder in the %ash#oards su#folder directly unde rthe /Shared

Folders/first levelsu#folder in which no dash#oards have #een saved. a

new Dashboardsfolder is automatically created for you- &or e5ample. if you choose a

folder named/Shared Folders/Salesin which no dash#oards have #een saved. a

new Dashboardsfolder is automatically created and the 'ocation entry changes

to/Shared Folders/Sales/Dashboards- A new Dashboardsfolder is not

automatically created if you choose a folder at any other level-

.Accept the default to Add ontent now- The ,ew %ash#oard dialog #o5 should loo" li"ethis4

O#serve that a Dashboadssu#folder was automatically created inside the !eiona#

!e$enuefolder-

d. Clic" %&- The %ash#oard Builder appears-


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3 . a.,avigate to the -usto,er Disounts by Regionanalysis and drag it from the Catalog tothe Page 'ayout pane-


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b.Save and run the dash#oard- The Customer %etail dash#oard appears-


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As mentioned a#ove. #ecause this dash#oard was not created in a Dashboardssu#folder

directly under /%haed Fo#des/&ist #e$e# su#folder. the dash#oard will not #e

listed in the %ash#oard menu on the glo#al header- To open the dash#oard. navigate to it inthe Catalog. or open it from the Recent list on the Home page or in the glo#al header6s Open

menu-

)diting a Dashboard

8ashboard editing, which is performed by using the 8ashboard Builder (as e&plained abo'e), is allowed for userswith the appropriate pri'ileges. In this subtopic, you enhance /y 8ashboard.

To begin enhancing /y 8ashboard, perform the following steps:


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1

.

a. SelectDasboards * My Dasboard-

b. Clic" the Page %#tions icon * + and select ;dit Dasboard-

2

.

ive the e5isting ta##ed page a more meaningful name-

Clic" the $ools#utton and select Dasboard Pro#erties-


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The Dasboard Pro#ertiesdialog #o5 appears-

&rom this dialog #o5. you can do the following4

Change the Styles *Styles control how dash#oards and results are formatted for

display. such as the color of te5t and lin"s. the font and si1e of te5t. the #orders in ta#les. the

colors and attri#utes of graphs. and so on+

Add a description *%escriptions are displayed when Oracle B( Administrators use the

Catalog )anager+


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Add hidden prompts. filters. and varia#les

Specify the lin"s that will display with analyses on a dash#oard page

Rename. hide. reorder. set permissions for. and delete dash#oard pages

3

.

Select #age 1in the %ash#oard Pages section- The %ash#oard Page Control tool#ar isena#led- ;sing the tool#ar. you can do the following4

Change the name of your dash#oard page-

Add a hidden prompt- Hidden prompts are used to set default values for all

corresponding prompts on a dash#oard page-

Add permissions for the dash#oard-

%elete the selected page- %ash#oard pages are permanently deleted-

(f more than one dash#oard page is in this dash#oard. the arrange order icons are

ena#led *up and down arrow icons+-

5

.a. Clic" Rena,e icon * +-The Rena,edialog #o5 appears-

b./nter Regional Revenuein the ,ame te5t #o5 and clic" %&-

The %ash#oard Properties dialog #o5 reappears with the new dash#oard page name-


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.

a. Clic" the ;dit ionfor Dasboard Re#ort Bin"sto set the report lin"s at the dash#oard

level- Report lin"s can #e set at the dash#oard. dash#oard page *clic" Page Options? Page

Report 'in"s+. or analysis level *clic" the properties icon for the specific analysis within the

%ash#oard Builder and then select Report 'in"s+-


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b. Select the chec" #o5es as indicated in the image #elow4

.Clic" %&and then clic" %&again to return to the %ash#oard Builder-

The %ash#oard Builder should loo" li"e this4


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.

Clic" the $ools icon and selectPro,#ts !uttons on -urrent Page*Reset !uttons*Sow

All Reset !uttons.

1

?.

Save the dash#oard and run it again- This time #oth the Apply and Reset #uttons are

displayed-


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(sing a Presentation .ariable

% presentation 'ariable can be created as part of the process for creating a column prompt or a 'ariable prompt.3hen the presentation 'araible is part of a column prompt, it is associated with a specific column and taes on that

column5s 'alue. It is part of a 'ariable prompt, you define the 'alues that the prompt can ha'e as it is not associatedwith any specific column. The name and 'alue of the presentation 'ariable is determined by the user when it isinitially declared or when it is referenced in the analysis, dashboard, or agent.

1ote; ou ha'e already created and used a presentation 'ariable when you added a arrati'e 'iew to your analysis.

To add a presentation 'ariable using a 'ariable prompt, perform the following steps:

1 . Create a new varia#le dash#oard prompt that creates a Sales Representative presentation varia#le-

a. Clic" 'ew * Dasboard Pro,#tand select Sample Sales as the su#2ect area-

2 . Clic" 'ew * :ariable Pro,#t-


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The ,ew Prompt dialog #o5 appears-

3 . a.Accept Presentation :ariableas the default prompt type-

b.(n the te5t #o5 to the right of the drop0down list for the prompt type. enter the same varia#le that yo

Te5t editor.'a%a#es!e-

- /nter Sales Re#resentative 'a,e)in the 'a#el te5t #o5-


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d.Select -oie Bist for ;ser (nput-

e.Select All -olu,n :aluesfor Choice 'ist $alues-

The dialog #o5 should loo" li"e this4


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5 . a.Clic" Selet -olu,nand. in the Select Column dialog #o5. select Sales Person * ;1 Sales Re# '


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b.Clic" %&- The dialog #o5 should loo" li"e this4

/5pand the %#tionssection-

. Select S#ei4i :aluefrom the E%efault selectionE drop0down list-

Clic" the Selet :aluesicon-


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< . (n the Select $alues dialog #o5. select Angela Riardsand then. clic" %&.

= . The ,ew Prompt dialog #o5 should loo" li"e this4


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Clic" %&- The newly created varia#le prompt is displayed in the prompts definition list-


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> . Save the prompt as SalesRe# :ariable Pro,#tin your Regional Revenuefolder-


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? . Clic" the Preview icon * + to preview the prompt-

Close the Preview window-

(sing a Presentation .ariable in a Stati% Te2t .iew

reate an analysis that uses the 0arales-ep presentation 'ariable in a tatic Te&t 'iew and in a 1ilter.% tatic Te&t 'iew adds static te&t in the results.

1. Create an analysis #y selecting the following columns4


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-usto,ers * -ust Regions * - Region

-usto,ers * -ust Regions * -2 -ountry 'a,e

Sales Person * ;1 Sales Re# 'a,e

!ase Fats * 1 Revenue

2

.

Add ascending column sorts in this sequence4 - Region. -2 -ountry 'a,e. and ;1

Sales Re# 'a,eas shown #elow4


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The Criteria ta##ed page should loo" li"e this after adding the sorts4

3

.

Select the Results ta##ed page-


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5

.

Select'ew :iew * %ter :iews * Stati $e(t-


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.

)ove the Static Te5t view a#ove the Ta#le view-


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Clic" the;dit :iewicon on the Static Te5t view- The Static Te5t editor appears-

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