Microsoft Word - 04RD Practices BuildingViewsCharts 4

8/11/2019 Microsoft Word - 04RD Practices BuildingViewsCharts 4

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RRI-TEC,#209,Nilagiri Block,Adithya Enclave @8790998182,8801408841

Practice 4-1: Modifying Views

Goals To modify the results of a request beyond the default format

Scenario Add a chart to a request and rearrange how the various views within arequest are displayed.

Time 5 10 minutes

Instructions

In the following exercise, you add and arrange Chart, Table, and Title views within

the Compound Layout view.

1. Start Oracle Business Intelligence Presentation Services and log in asAdministrator.

2. Click Answersto clear the workspace and navigate to the Oracle BI PresentationCatalog where saved requests are stored.

3. Modify the Sales by State request.a. Select the saved request, Sales by State, from the catalog.

b. Click Modify.

c. From the SalesFacts folder, add the measures Units Orderedand UnitsShippedto the Sales by State request.

d. From the My Filters folder, click the West Region, 1999filter you createdpreviously to add it to the request.

e. In the Apply Saved Filter dialog box, click OK.

4. Create a chart view.

a. Click the Show results in a chart viewbutton to display the results ofthe request. The default chart type is Vertical Bar.

b. In the Graph drop-down list, at the top of the screen, select Horizontal Bar.

c. Explore chart options.

i. Click the General Chart Propertiesbutton to explore chartproperties. Notice that data labels are set to the default, in which they are

displayed when you move your cursor over them.

ii. Click Cancel to close the General dialog box.


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iii. Click the Axis Titles and Labelsbutton . Notice that you can set labelproperties for the axes in the chart and add custom labels and data

formats for the display of data.

iv. Click Cancel to close the Axis Titles & Labels dialog box.

v. Click the Additional Charting Optionsbutton and explore thecharting options, including setting gridlines and chart legends, defining

behavior when a user clicks a chart, and setting borders and colors.

vi. Click Cancel to close the Additional Charting Options dialog box.

5. Format the chart to display as a three-dimensional cylinder.

a. In the Type drop-down list, select 3D.

b. In the Style drop-down list, select Rectangle.

6. Add different facts to the chart.a. In the horizontal axis in the Columns section, uncheck the Dollarsfact and

select the check boxes for both Units Ordered and Units Shipped.

b. Click the Redrawbutton (below the chart view) and notice the results.

7. Change the chart width by clicking and dragging the horizontal bar at the bottomof the chart two tick marks to the right.

8. Verify that the horizontal and vertical axes titles are displayed, create a title forthe chart, and move the legend.

a. Click the General Chart Propertiesbutton . The General dialog box is

displayed.b. Select Custom Titleand enterWestern Sales 1999in the field.

c. Click OK.

d. Verify that the title was added to the chart.

e. Click the Additional Charting Optionsbutton.

f. Select the Legendtab.

g. Select Bottom in the Location drop-down list.

h. Click OK.

i. Verify that the legend moved from the default location to the bottom of thechart.

j. Roll over the rectangles in the chart and verify that the data value is displayed.

9. Add position formatting to your chart. Set the Units Ordered bars to display as redand the Units Shipped bars to display as blue.

a. Click the Format Chart Databutton . The Format Chart Data dialog box isdisplayed.

b. In the Positional tab, click the Colorbutton for Position 1.

c. In the Color Selector, select red and click OK.

d. Click the Colorbutton for Position 2.


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e. In the Color Selector, select blue, and click OK.

f. Click OKand verify your results.

10.Add conditional formatting to your chart to indicate states that have crossed ahigh threshold for units ordered. Build a condition to display Units Ordered as

green in the chart if they exceed 100,000 units.

a. Click the Format Chart Databutton .

b. In the Conditional tab of the Format Chart Data dialog box, click the Add

Conditionbutton and select Units Ordered. The Create/Edit Filter dialog boxis displayed.

c. Set the Operator to is greater than.

d. Enter the value 100000.

e. Click OK. Verify that the condition is listed in the Conditional tab of theFormat Chart Data dialog box under the Units Ordered column.

f. Click the Colorbutton for the condition.


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g. In the Color Selector, select green and click OK.

h. Click OK.

i. Verify that the Units Ordered bar in the chart turns green to indicate that

California has more than 100,000 units ordered.

11.View the results in the Compound Layout.

a. Select Compound Layoutfrom the result view drop-down list.

b. Click the Chart button to add the chart to the Compound Layout.

c. If necessary, scroll down to view the chart.

12.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. EnterWestern Region Sales 1999in the Title field.

d. Deselect the Display Saved Namecheck box.

e. Click OKat the upper-right corner.

f. Verify that the title view is changed.

13.Move the views to change the display.

a. Scroll down to the Chart view.

b. Click the Chart view and drag it to the top of the Compound Layout.

c. Click the Table view and drag it to the right of the Chart view.

d. Drag the Title view to the top of the Compound Layout.


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e. Save the request asWestern Region Sales with Chartin the My Salesfolder.

14.Notice the results when attempting to save a request using the same name as asaved request.

a. Click the Savebutton. The Save Request dialog box is displayed.

b. Click OK.

c. Click Yesin the prompt to replace the existing file.

15.Leave Answers open for the next practice.


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Practice 4-2: Adding a Column Selector to aRequest

Goals To add a column selector to a request

Scenario You need to add a column selector view to enable users to dynamicallychange the columns that appear in a request.

Time 5 10 minutes

Instructions

Using the Column Selector view in your Compound Layout view, you can provide a

quick way for users to select a column for which they would like to view sales fact

results.

1. Click the Answerslink to clear the workspace and return to the Answers startpage.

2. Click the SupplierSalessubject area.

3. Create the following request:

4. Click the Resultstab to view your results. By default, the results appear in aCompound Layout with a title view and a table view.


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

a. Click the Add Viewlink and select Column Selectorfrom the list.


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b. In the Column 1 column (Customer), select the Include Selectoroption.

c. Add choices to the column selector by clicking the following columns in theselection pane: Periods.Month, Periods.Year, Customers.Region,Customers.State.

d. Click OKto return to the Compound Layout view.

e. Scroll to the bottom and locate the Column Selector view.


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f. Drag the Column Selector view above the Table view in the CompoundLayout.

.

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

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

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

7. Save your request asMy Column Selectorin the My Sales folder.

8. Leave Answers open for the next practice.


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Practice 4-3: Performing Common Tasks inViews

Goals To perform some common tasks while working with views

Scenario While working with the various results views, you perform common taskssuch as creating a Compound Layout, adding a chart, duplicating a view,previewing how a view will appear in an Interactive Dashboard, adding aTitle view, adding a Column Selector view, and displaying an image in aview.

Time 15 20 minutes

Instructions:

1. Create a Compound Layout view.

a. Create the following request and associated filter:

Please note: If you add the Region column to your request to create the filter,

delete it from the request after creating the filter.

b. Click Results:

c. Click the Chartbutton to add a Chart view.


e. Drag the Chart view above the Table view in the Compound Layout.


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f. Verify your work:

2. Create a duplicate of the Chart view. Duplicating a view is useful when you wantto make changes to a view while preserving the original view, or when you want

to create a new view based on an existing view.

a. Click the Edit Viewbutton for the Chart view.

b. Click the Duplicate Viewbutton at the top of the workspace.

c. Select Duplicate Viewfrom the list.

d. Notice that the duplicate view has the numeral 2 appended to it.

e. Change the chart type to Horizontal Bar.

f. Deselect the check box for the Units Orderedcolumn on the horizontal axis.

g. Select the check box for the Dollarscolumn on the horizontal axis.


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h. Click Redrawand check your work.

i. Select Compound Layoutfrom the view drop-down list.

j. Select Add View > Chart: 2.


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k. Drag the Chart (2) view above the Table view and below the original Chartview.

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

a. Select Add View > Column Selector.b. In the Column 1 column (Customer), select the Include Selectorcheck box.

c. Add choices to the column selector by clicking the following columns in theselection pane: Periods.Month, Periods.Year, Customers.Sales Rep, and


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Customers.State.


e. Scroll to the bottom, locate the Column Selector view, and drag it above the

Chart view.f. Check your work:


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g. Select Monthfrom the Column Selector drop-down list and observe theresults:

h. Select the other columns from the Column Selector drop-down list andobserve the results.

4. Add a title to the Compound Layout view.

a. Click the Edit Viewbutton for the Title view located at the top of theworkspace.

b. Select Display Saved Name. When the request is saved, the saved name willappear as the title.

c. Click the Editbutton to the right of the Title field.

d. Make your choices for font, cell, and border options, and then click OK.

e. In the Subtitle field, enterWest Region.

f. Click the Editbutton to the right of the Subtitle field.

g. Make your choices for font, cell, and border options, and then click OK.Notice that if Display Results is checked, the results are displayed.

h. In the Logo field, type fmap:Images/report_salesVolume.jpg to display animage in the Title view. This image file is located in

D: \ Or acl eBI \ web\ app\ r es\ s _or acl e10\ i mages.

i. Click the Editbutton to the right of the Logo field.

j. Make your formatting choices, and then click OK.

k. In the Started Time drop-down list, select Display Date and Timeto identifywhen the request started to execute.

l. Click OKto return to the Compound view layout.


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m. Save the request in the My Sales folder as Units Ordered/Shipped

Revenue.

n. Check your work. Your Title view should look similar to the following:

5. Preview how the view will appear on an Intelligence Dashboard.

a. Click the Previewbutton near the top of the workspace. The dashboard

preview appears in a new window.

b. Click the Closebutton to close the preview window.



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Practice 4-4: Using the Table View

Goals To use the Table view to show results in a standard table.

Scenario You use the Table view to display column totals and grand totals, combinevalues into bins, and specify Table view properties, such as location ofpaging controls, number of rows per page, green bar styling, and columnand table headings.

Time 15 20 minutes

Instructions:

1. Create the following request and associated filters:

Please note: If you add the Year column to your request to create the filter, delete

it from the request after creating the filter.


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a. Click Results.

2. Specify report totals.

a. Click the Edit Viewbutton for the Table view.


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b. To add a grand total for the report, click the Grand Totalbutton at the topof the workspace. A grand total is added to the bottom of the table.

c. Click the Grand Totalbutton again to verify that the option Report-BasedTotalis selected.

This option is selected by default. If this option is not selected, the Oracle BI

Server calculates the total based on the entire result set before applying anyfilters to the measures.

d. Click the Grand Totalbutton again and select the Format Labelsoption.Specify caption, cell, font, and border options as desired.

e. Click the Grand Totalbutton again and select the Format Measure Valuesoption. Specify cell, font, and border options as desired.

f. Click the Total Bybutton for the Month column to apply totals for theindividual column.


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g. If desired, click the Total Bybutton for the Month column again to modifythe format for labels and measure values.

h. Your request should look similar to the following:

3. Combine values into bins.

a. Click the Edit Formulabutton for the Day column. The Edit ColumnFormula dialog box opens. Notice the column formula.

b. Click the Binstab.

c. Click Add Bin. You want to build bins that will compare revenue in the firsthalf of the months with revenue in the second half of the months.

d. In the Create/Edit Filter dialog box, create a filter where Day is between19980201 and 19980214.

e. Click OK.

f. In the Edit Bin Name field, enter February First Half.

g. Click OK.

h. Add another bin called February Second Halfwith a filter where Day isbetween 19980215 and 19980228.


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i. Repeat the steps and create two more bins: March First Halfand March Second Half.

j. Click the Column Formulatab and examine the column formula created

when you built the bins.

k. Click OKto close the Edit Column Formula dialog box.


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l. Your results should look similar to the following:

4. Specify Table view properties.

a. Click the Edit Formulabutton for the Day column.b. Click the Binstab.

c. Click Clear All.

d. When prompted with the Clear Bins message, click Noto revert to the originalformula.

e. Click OKto close the Edit Column Formula dialog box. The table reverts toits original format.

f. Click the Criteriatab.

g. Delete the filter Name is equal to / is in 2nd& Goal Sports Caf.

h. Add the Regioncolumn and a filter where Region is equal to / is inCentral.

i. Delete the Regioncolumn.j. Click Results.


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k. Click the Table View Propertiesbutton near the top of the workspace. TheEdit View dialog box opens.

l. Experiment with specifying the Table view properties: paging controls, rows

per page, display column and table headings, and green bar styling.m. When you are done, save the request in the My Sales folder asMy Table

View.



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Practice 4-5: Working with Views

Goals To add a variety of views to results.

Scenario You add a variety of views to the results of a request to help you look at datain meaningful and intuitive ways. Preparing multiple views of results helpsusers to identify trends and relationships in data. You create a request andadd Filters, Legend, Narrative, Ticker, and Logical SQL views. Finally, youadd a View Selector view so that users can choose the view thats useful tothem.

Time 15 20 minutes

Instructions:

1. Create the following request:

2. Click Results.

3. Add a Filters view.

a. Select Add View > 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 Centralregion.

d. Notice how the Filter view changes after drill down. This is because drillingdown limits the result set and automatically creates a filter. The Filter view

tracks the results.

e. Drill down on the Gulfsales district.

f. Drill down on Mary Silver.


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g. Check your results:


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h. Click the Criteriatab. Notice that columns and filters have beenautomatically added to the original request.

i. Remove all filters.

j. Remove the Sales Repand Customercolumns.

4. Add a Legend view.

a. Create a conditional format for the Dollars column where the background cellcolor for dollars less than one million is red, dollars between one million andtwo million is yellow, and dollars greater than two million is green.

b. Click Results.

c. Delete the Filtersview you created in an earlier step.

d. Select Add View > Legend.

e. Set legend items per row to 3.

f. Populate title and items based on the following screenshot. Use the SampleText format buttons to set colors to match those used in the conditional


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formatting for the Dollars column.

g. Click OKto return to the Compound Layout view.

h. Check your work.

5. Add a Narrative view.

a. Select Add View > Narrative.

b. In the Prefix field, enter This report shows sales by sales district.

The sales districts are:.

c. Select the text in the Prefix field and click the Boldbutton .


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d. Place your cursor at the end of the text, after the close bold tag, and click theLineBreakbutton twice.

e. In the Narrative field, enter@2

. This will include the results from the secondcolumn (Sales District) in the narrative text. You use @nto return resultsfrom a column, where nrepresents the desired column based on the sequenceof columns in the request. In this example, Sales District is the second column

in the request.

f. Place your cursor after @2 and click the Line Breakbutton.

g. In the Postfix field, enter Please address sales marked as red.

h. Bold the text in the Postfix field.

i. Place your cursor at the beginning of the text in the Postfix field, before thebold tag, and click the LineBreakbutton once.

j. Check your work.


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k. Click OKto return to the Compound Layout view and check your results.

6. Add a Ticker view.

a. Select Add View > Ticker.

b. In the Beginning Text field, enter Total Sales by Sales Districtbetween the and tags.

c. In the Row Format field, enter @2[br/]@3. This will display data fromcolumns two and three in separate rows in the ticker. Column 2 is Sales

District and column 3 is Dollars.


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d. Check your work.

e. Accept all other defaults and click OKto return to Compound Layout view.

7. Add a Logical SQL view. This view is useful for Administrators and developersfor debugging purposes, and is usually not included in results for typical users.

a. Select Add View > Logical SQL.

b. Verify that a logical SQL view was added to the Compound Layout and thatthe logical SQL for the query appears.

8. Add a View Selector view. This view allows users to select among availableviews and display the most useful view.


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a. Select Add View > View Selector.

b. In the Caption text box, enter Select a view:

c. Set the Caption Position to Above.d. Select the Tableview in the Available Views list and click the right-arrow

button to add it to the Views Included list.

e. Repeat the above step to add the following views to the Views Included list:Logical SQL, None, and Narrative.

f. In the Views Included list, select the None view and click the down-arrowbutton to move it to the bottom of the list. The views appear in the list in the

order that they appear in the view selector. Note that you can also rename

views in the list to give them names that are more meaningful to your users.

g. Check your work.

h. Click OK.

i. Scroll down to the bottom of the Compound Layout. In the View Selectorview, toggle between the different available views and verify that each is

displayed.

9. Save the request as My Views.

10.Leave Answers open for the next practice.

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